Kingswood Wealth Advisors, LLC
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
- CIK
- 0001987855
- Manager Name
- Kingswood Wealth Advisors, LLC
Data Enrichment
67% identified515 identified251 unidentified
Holdings
766 positions
Manager:
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Page 6 of 39
46428Q109
Shares:
127109(+290.5%)
Value:
$3.9B(+356.3%)
69344A107
Shares:
77387(-3.7%)
Value:
$3.8B(-3.3%)
464287432
Shares:
40055(+236.0%)
Value:
$3.6B(+250.3%)
33734X846
Shares:
55378(+187.4%)
Value:
$3.5B(+186.6%)
464287721
Shares:
24463(+59.2%)
Value:
$3.5B(+40.9%)
464288307
Shares:
47805(-0.0%)
Value:
$3.4B(-5.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5 | QoQ 0.00% (+0)YoY +66.66% (+2) | All Managers (Combined) | $4.0M | ||
35.7K | All Managers (Combined) | $4.0M | |||
44.3K | All Managers (Combined) | $3.9M | |||
(cusip46428Q109)✕ | 127.1K | All Managers (Combined) | $3.9M | ||
(cusip69344A107)✕ | 77.4K | YoY NEW(+77.4K) | All Managers (Combined) | $3.8M | YoY NEW(+$3.8M) |
11.3K | All Managers (Combined) | $3.8M | |||
Mastercard Inc(MAcusip57636Q104) | 6.9K | All Managers (Combined) | $3.8M | ||
Starbucks Corp(SBUXcusip855244109) | 38.0K | All Managers (Combined) | $3.7M | ||
72.9K | All Managers (Combined) | $3.7M | |||
101.5K | All Managers (Combined) | $3.7M | |||
27.7K | All Managers (Combined) | $3.7M | |||
(cusip464287432)✕ | 40.1K | All Managers (Combined) | $3.6M | ||
(cusip33734X846)✕ | 55.4K | All Managers (Combined) | $3.5M | ||
Eaton Corp Plc(ETNcusipG29183103) | 12.9K | All Managers (Combined) | $3.5M | ||
34.9K | All Managers (Combined) | $3.5M | |||
17.2K | All Managers (Combined) | $3.5M | |||
(cusip464287721)✕ | 24.5K | All Managers (Combined) | $3.5M | ||
Prologis, Inc.(PLDcusip74340W103) | 30.7K | All Managers (Combined) | $3.4M | ||
7.9K | All Managers (Combined) | $3.4M | |||
(cusip464288307)✕ | 47.8K | All Managers (Combined) | $3.4M |