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
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Page 6 of 39
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
5(+0.0%)
Value:
$4.0B(+17.3%)
GILEAD SCIENCES, INC.
GILD|375558103
Shares:
35735(+144.9%)
Value:
$4.0B(+195.5%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
44279(+45.7%)
Value:
$3.9B(+29.9%)
46428Q109
46428Q109
Shares:
127109(+290.5%)
Value:
$3.9B(+356.3%)
69344A107
69344A107
Shares:
77387(-3.7%)
Value:
$3.8B(-3.3%)
Trane Technologies plc
TT|G8994E103
Shares:
11339(-5.4%)
Value:
$3.8B(-13.7%)
Mastercard Inc
MA|57636Q104
Shares:
6870(+18.0%)
Value:
$3.8B(+22.8%)
STARBUCKS CORP
SBUX|855244109
Shares:
37953(+155.5%)
Value:
$3.7B(+174.9%)
921943858
VEA|921943858
Shares:
72892(+13.8%)
Value:
$3.7B(+21.0%)
78463X889
SPDW|78463X889
Shares:
101494(+4.0%)
Value:
$3.7B(+10.9%)
ABBOTT LABORATORIES
ABT|002824100
Shares:
27682(+160.9%)
Value:
$3.7B(+204.4%)
464287432
464287432
Shares:
40055(+236.0%)
Value:
$3.6B(+250.3%)
33734X846
33734X846
Shares:
55378(+187.4%)
Value:
$3.5B(+186.6%)
Eaton Corp plc
ETN|G29183103
Shares:
12857(-3.5%)
Value:
$3.5B(-20.9%)
464288885
EFG|464288885
Shares:
34919(+20.9%)
Value:
$3.5B(+24.9%)
GENERAL ELECTRIC CO
GE|369604301
Shares:
17172(+116.1%)
Value:
$3.5B(+162.3%)
464287721
464287721
Shares:
24463(+59.2%)
Value:
$3.5B(+40.9%)
Prologis, Inc.
PLD|74340W103
Shares:
30731(-12.8%)
Value:
$3.4B(-7.8%)
Elevance Health, Inc.
ELV|036752103
Shares:
7876(-9.5%)
Value:
$3.4B(+6.6%)
464288307
464288307
Shares:
47805(-0.0%)
Value:
$3.4B(-5.4%)