Kingswood Wealth Advisors, LLC

Filing Details

13F-HR2025-03-31
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, LLC
Data Enrichment
67% identified
515 identified251 unidentified

Holdings

766 positions
Manager:
Search and click to pin securities to the top
Page 7 of 39
ESSEX PROPERTY TRUST, INC.
Shares:
10967(-12.0%)
Value:
$3.4B(-5.5%)
HONEYWELL INTERNATIONAL INC
Shares:
15809(-28.7%)
Value:
$3.3B(-33.1%)
MASTEC INC
Shares:
28498(+0.0%)
Value:
$3.3B(-14.3%)
81369Y803
Shares:
16068(+11.6%)
Value:
$3.3B(-0.8%)
46435G425
Shares:
27083(+4.5%)
Value:
$3.3B(-0.9%)
808524409
Shares:
122357(-0.2%)
Value:
$3.3B(+1.7%)
CVS HEALTH Corp
Shares:
47336(+111.7%)
Value:
$3.2B(+220.3%)
Uber Technologies, Inc
Shares:
43793(+136.4%)
Value:
$3.2B(+185.9%)
921946406
Shares:
24693(+68.7%)
Value:
$3.2B(+70.2%)
GENERAL DYNAMICS CORP
Shares:
11478(-7.1%)
Value:
$3.1B(-3.9%)
INTEL CORP
Shares:
138965(+147.1%)
Value:
$3.1B(+175.0%)
Cheniere Energy, Inc.
Shares:
13181(-4.1%)
Value:
$3.1B(+3.3%)
MICRON TECHNOLOGY INC
Shares:
34543(+213.7%)
Value:
$3.0B(+228.8%)
92204A504
Shares:
11541(+97.3%)
Value:
$3.0B(+103.5%)
33738R308
Shares:
137250(+60.7%)
Value:
$3.0B(+51.6%)
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:
87698(+247.3%)
Value:
$3.0B(+278.9%)
NIKE, Inc.
Shares:
46447(+132.9%)
Value:
$3.0B(+98.4%)
46436E718
Shares:
29454(+121.5%)
Value:
$3.0B(+122.1%)
464287242
Shares:
27122(+121.7%)
Value:
$2.9B(+125.5%)
Blackstone Inc.
Shares:
20623(+71.6%)
Value:
$2.9B(+40.9%)