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 7 of 39
808524409
Shares:
122357(-0.2%)
Value:
$3.3B(+1.7%)
33738R308
Shares:
137250(+60.7%)
Value:
$3.0B(+51.6%)
46436E718
Shares:
29454(+121.5%)
Value:
$3.0B(+122.1%)
464287242
Shares:
27122(+121.7%)
Value:
$2.9B(+125.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
11.0K | All Managers (Combined) | $3.4M | |||
15.8K | All Managers (Combined) | $3.3M | |||
Mastec Inc(MTZcusip576323109) | 28.5K | QoQ 0.00% (-0)YoY NEW(+28.5K) | All Managers (Combined) | $3.3M | YoY NEW(+$3.3M) |
16.1K | All Managers (Combined) | $3.3M | |||
27.1K | All Managers (Combined) | $3.3M | |||
(cusip808524409)✕ | 122.4K | QoQ -0.22% (-281)YoY NEW(+122.4K) | All Managers (Combined) | $3.3M | YoY NEW(+$3.3M) |
Cvs Health Corp(CVScusip126650100) | 47.3K | All Managers (Combined) | $3.2M | ||
43.8K | All Managers (Combined) | $3.2M | |||
24.7K | All Managers (Combined) | $3.2M | |||
11.5K | All Managers (Combined) | $3.1M | |||
Intel Corp(INTCcusip458140100) | 139.0K | All Managers (Combined) | $3.1M | ||
13.2K | QoQ -4.10% (-564)YoY NEW(+13.2K) | All Managers (Combined) | $3.1M | YoY NEW(+$3.1M) | |
34.5K | All Managers (Combined) | $3.0M | |||
11.5K | All Managers (Combined) | $3.0M | |||
(cusip33738R308)✕ | 137.3K | YoY NEW(+137.3K) | All Managers (Combined) | $3.0M | YoY NEW(+$3.0M) |
87.7K | All Managers (Combined) | $3.0M | |||
Nike, Inc.(NKEcusip654106103) | 46.4K | All Managers (Combined) | $3.0M | ||
(cusip46436E718)✕ | 29.5K | All Managers (Combined) | $3.0M | ||
(cusip464287242)✕ | 27.1K | All Managers (Combined) | $2.9M | ||
Blackstone Inc.(BXcusip09260D107) | 20.6K | All Managers (Combined) | $2.9M |