Kingswood Wealth Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-21
Total Holdings
766
Total Value
2616739400
Accession Number
0001987855-25-000002
Form Type
13F-HR
CIK
0001987855
Manager Name
Kingswood Wealth Advisors, LLC
Data Enrichment
67% identified
515 identified251 unidentified

Holdings

766 positions
Manager:
SEC
Search and click to pin securities to the top
Page 5 of 39
46654Q203
46654Q203
Shares:
92457(+23.3%)
Value:
$4.8B(+13.2%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
30037(+112.3%)
Value:
$4.7B(+131.6%)
NETFLIX INC
NFLX|64110L106
Shares:
5006(+14.0%)
Value:
$4.7B(+19.2%)
BRISTOL MYERS SQUIBB CO
BMY|110122108
Shares:
77071(+57.5%)
Value:
$4.6B(+67.6%)
464287614
IWF|464287614
Shares:
12623(+61.4%)
Value:
$4.6B(+45.9%)
46138G698
46138G698
Shares:
46120(+1.1%)
Value:
$4.6B(+2.6%)
37954Y673
37954Y673
Shares:
119538(+141.0%)
Value:
$4.5B(+126.5%)
TEXAS INSTRUMENTS INC
TXN|882508104
Shares:
25103(-6.8%)
Value:
$4.5B(-10.7%)
Salesforce, Inc.
CRM|79466L302
Shares:
16003(+104.8%)
Value:
$4.3B(+65.0%)
464287507
IJH|464287507
Shares:
73300(+14.5%)
Value:
$4.3B(+7.4%)
97717W307
DLN|97717W307
Shares:
53614(-11.0%)
Value:
$4.3B(-9.2%)
DEERE & CO
DE|244199105
Shares:
8909(+141.8%)
Value:
$4.2B(+172.1%)
922908736
VUG|922908736
Shares:
11357(+39.6%)
Value:
$4.2B(+26.5%)
33738R506
33738R506
Shares:
71815(+38.6%)
Value:
$4.2B(+37.4%)
MID AMERICA APARTMENT COMMUNITIES INC.
MAA|59522J103
Shares:
24242(-6.3%)
Value:
$4.1B(+1.6%)
Spotify Technology S.A.
SPOT|L8681T102
Shares:
7377(+66.1%)
Value:
$4.1B(+104.2%)
92189F676
92189F676
Shares:
19050(+37.2%)
Value:
$4.0B(+20.1%)
33739P103
33739P103
Shares:
62829(+35.0%)
Value:
$4.0B(+31.4%)
Air Products & Chemicals, Inc.
APD|009158106
Shares:
13581(-5.0%)
Value:
$4.0B(-3.4%)
Philip Morris International Inc.
PM|718172109
Shares:
25257(+278.4%)
Value:
$4.0B(+398.0%)