Kingswood-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, "GDX", null, "NTR", "AGI.TO", "NLY", "AQN", "HUM", null, null, "RF", "SMCI", "BCE", "ARM", "GATX", "SNOW", "MU", null, null, "FNDF", null, "ACN", null, "MMM", "ABNB", "ABT", null, "ABBV", null, "ADBE", "OBDC", "PBT", "APD", "BABA", "TGTX", "MTRN", null, null, "SJT", "VONG", null, "ALL", "GOOGL", "RIOT", "VDE", null, "AXP", "QQQX", null, null, "SCHH", null, "TEAM", "ASML", "T", "BLK", "ADX", null, "AMRN", "CAT", "AVGO", "APP", "LOW", "CLS", "BRO", "AIT", null, "BDJ", "ARCC", "BBDC", "BIDU", null, null, "EMO", null, "STEW", null, "CCI", "CMI", "USA", "DUK", null, "D", "JPI", "MARA", "NNDM", "ETJ", null, null, null, "M", "ESS", "RKT", "RGTI", null, null, "PII", "RC", "WTRG", "EXPD", null, null, null, "AG", "NRK", null, null, "GASS", "AUPH", "BMEZ", "DSU", "FCX", "CION", "ECC", "FCT", null, null, "THRD", "GD", null, "GILD", "HLT", "ATAI", "AMPX", "BCAT", "HON", null, "HD", "BRSP", null, 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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Kingswood-Wealth-Advisors
Data Enrichment
67% identified515 identified251 unidentified
Holdings
766 positions • $2.6B total value
Manager:
Search and click to pin securities to the top
Page 6 of 39
46428Q109
Shares:127.1K
Value:$3.9M
% of Portfolio:0.1% ($3.9M/$2.6B)
69344A107
Shares:77.4K
Value:$3.8M
% of Portfolio:0.1% ($3.8M/$2.6B)
464287432
Shares:40.1K
Value:$3.6M
% of Portfolio:0.1% ($3.6M/$2.6B)
33734X846
Shares:55.4K
Value:$3.5M
% of Portfolio:0.1% ($3.5M/$2.6B)
464287721
Shares:24.5K
Value:$3.5M
% of Portfolio:0.1% ($3.5M/$2.6B)
464288307
Shares:47.8K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$2.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 5 | QoQ 0.00% (+0)YoY +66.66% (+2) | All Managers (Combined) | $4.0M | 0.2% ($4.0M/$2.6B) | ||
| 35.7K | All Managers (Combined) | $4.0M | 0.2% ($4.0M/$2.6B) | |||
| 44.3K | All Managers (Combined) | $3.9M | 0.2% ($3.9M/$2.6B) | |||
(cusip46428Q109)✕ | 127.1K | All Managers (Combined) | $3.9M | 0.1% ($3.9M/$2.6B) | ||
(cusip69344A107)✕ | 77.4K | YoY NEW(+77.4K) | All Managers (Combined) | $3.8M | 0.1% ($3.8M/$2.6B) | YoY NEW(+$3.8M) |
| 11.3K | All Managers (Combined) | $3.8M | 0.1% ($3.8M/$2.6B) | |||
Mastercard Inc(MAcusip57636Q104) | 6.9K | All Managers (Combined) | $3.8M | 0.1% ($3.8M/$2.6B) | ||
STARBUCKS CORP(SBUXcusip855244109) | 38.0K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$2.6B) | ||
| 72.9K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$2.6B) | |||
| 101.5K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$2.6B) | |||
| 27.7K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$2.6B) | |||
(cusip464287432)✕ | 40.1K | All Managers (Combined) | $3.6M | 0.1% ($3.6M/$2.6B) | ||
(cusip33734X846)✕ | 55.4K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$2.6B) | ||
Eaton Corp plc(ETNcusipG29183103) | 12.9K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$2.6B) | ||
| 34.9K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$2.6B) | |||
| 17.2K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$2.6B) | |||
(cusip464287721)✕ | 24.5K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$2.6B) | ||
Prologis, Inc.(PLDcusip74340W103) | 30.7K | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$2.6B) | ||
| 7.9K | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$2.6B) | |||
(cusip464288307)✕ | 47.8K | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$2.6B) |