Kingswood-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, "GDX", null, "NTR", "AGI.TO", "NLY", "AQN", "HUM", null, null, "RF", "SMCI", "BCE", "ARM", "GATX", "SNOW", "MU", null, null, "FNDF", null, "ACN", null, "MMM", "ABNB", "ABT", null, "ABBV", null, "ADBE", "OBDC", "PBT", "APD", "BABA", "TGTX", "MTRN", null, null, "SJT", "VONG", null, "ALL", "GOOGL", "RIOT", "VDE", null, "AXP", "QQQX", null, null, "SCHH", null, "TEAM", "ASML", "T", "BLK", "ADX", null, "AMRN", "CAT", "AVGO", "APP", "LOW", "CLS", "BRO", "AIT", null, "BDJ", "ARCC", "BBDC", "BIDU", null, null, "EMO", null, "STEW", null, "CCI", "CMI", "USA", "DUK", null, "D", "JPI", "MARA", "NNDM", "ETJ", null, null, null, "M", "ESS", "RKT", "RGTI", null, null, "PII", "RC", "WTRG", "EXPD", null, null, null, "AG", "NRK", null, null, "GASS", "AUPH", "BMEZ", "DSU", "FCX", "CION", "ECC", "FCT", null, null, "THRD", "GD", null, "GILD", "HLT", "ATAI", "AMPX", "BCAT", "HON", null, "HD", "BRSP", null, 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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:
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Page 8 of 39
92189F411
Shares:175.8K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$2.6B)
46137V472
Shares:31.5K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$2.6B)
78468R663
Shares:29.5K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$2.6B)
78464A201
Shares:30.9K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$2.6B)
78464A821
Shares:32.2K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$2.6B)
78464A839
Shares:32.5K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$2.6B)
33734H106
Shares:55.6K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$2.6B)
92204A207
Shares:11.2K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$2.6B)
78463X509
Shares:60.4K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$2.6B)
Shares:14.3K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$2.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip92189F411)✕ | 175.8K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$2.6B) | ||
(cusip46137V472)✕ | 31.5K | YoY NEW(+31.5K) | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$2.6B) | YoY NEW(+$2.9M) |
Duke Energy CORP(DUKcusip26441C204) | 22.5K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$2.6B) | ||
| 10.5K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$2.6B) | |||
(cusip78468R663)✕ | 29.5K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$2.6B) | ||
| 213.6K | QoQ NEW(+213.6K) YoY NEW(+213.6K) | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$2.6B) | QoQ NEW(+$2.7M) YoY NEW(+$2.7M) | |
SOUTHERN CO(SOcusip842587107) | 29.1K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$2.6B) | ||
(cusip78464A201)✕ | 30.9K | YoY NEW(+30.9K) | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.6B) | YoY NEW(+$2.6M) |
(cusip78464A821)✕ | 32.2K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.6B) | ||
(cusip78464A839)✕ | 32.5K | YoY NEW(+32.5K) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.6B) | YoY NEW(+$2.5M) |
| 95.5K | YoY NEW(+95.5K) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.6B) | YoY NEW(+$2.5M) | |
(cusip33734H106)✕ | 55.6K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.6B) | ||
| 26.6K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.6B) | |||
| 88.7K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.6B) | |||
(cusip92204A207)✕ | 11.2K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.6B) | ||
(cusip78463X509)✕ | 60.4K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.6B) | ||
| 83.8K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.6B) | |||
| 14.3K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.6B) | |||
| 31.9K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.6B) | |||
| 69.0K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.6B) |