Kingswood-Wealth-Advisors
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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 7 of 39
808524409
Shares:122.4K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$2.6B)
33738R308
Shares:137.3K
Value:$3.0M
% of Portfolio:0.1% ($3.0M/$2.6B)
Shares:87.7K
Value:$3.0M
% of Portfolio:0.1% ($3.0M/$2.6B)
46436E718
Shares:29.5K
Value:$3.0M
% of Portfolio:0.1% ($3.0M/$2.6B)
464287242
Shares:27.1K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$2.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 11.0K | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$2.6B) | |||
| 15.8K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$2.6B) | |||
MASTEC INC(MTZcusip576323109) | 28.5K | QoQ 0.00% (-0)YoY NEW(+28.5K) | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$2.6B) | YoY NEW(+$3.3M) |
| 16.1K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$2.6B) | |||
| 27.1K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$2.6B) | |||
(cusip808524409)✕ | 122.4K | QoQ -0.22% (-281)YoY NEW(+122.4K) | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$2.6B) | YoY NEW(+$3.3M) |
CVS HEALTH Corp(CVScusip126650100) | 47.3K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$2.6B) | ||
| 43.8K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$2.6B) | |||
| 24.7K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$2.6B) | |||
| 11.5K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$2.6B) | |||
INTEL CORP(INTCcusip458140100) | 139.0K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$2.6B) | ||
| 13.2K | QoQ -4.10% (-564)YoY NEW(+13.2K) | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$2.6B) | YoY NEW(+$3.1M) | |
| 34.5K | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$2.6B) | |||
| 11.5K | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$2.6B) | |||
(cusip33738R308)✕ | 137.3K | YoY NEW(+137.3K) | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$2.6B) | YoY NEW(+$3.0M) |
| 87.7K | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$2.6B) | |||
NIKE, Inc.(NKEcusip654106103) | 46.4K | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$2.6B) | ||
(cusip46436E718)✕ | 29.5K | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$2.6B) | ||
(cusip464287242)✕ | 27.1K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$2.6B) | ||
Blackstone Inc.(BXcusip09260D107) | 20.6K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$2.6B) |