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 8 of 39
92189F411
92189F411
Shares:
175838(+15.5%)
Value:
$2.9B(+14.9%)
46137V472
46137V472
Shares:
31516(+15.5%)
Value:
$2.9B(+7.3%)
Duke Energy CORP
DUK|26441C204
Shares:
22477(+10.5%)
Value:
$2.7B(+25.0%)
922908629
VO|922908629
Shares:
10519(-14.9%)
Value:
$2.7B(-16.6%)
78468R663
78468R663
Shares:
29458(+14.5%)
Value:
$2.7B(+14.9%)
Rocket Companies, Inc.
RKT|77311W101
Shares:
213647
Value:
$2.7B
SOUTHERN CO
SO|842587107
Shares:
29060(+29.3%)
Value:
$2.7B(+44.3%)
78464A201
78464A201
Shares:
30935(+5.1%)
Value:
$2.6B(-3.5%)
78464A821
78464A821
Shares:
32214(+1.9%)
Value:
$2.6B(-6.8%)
78464A839
78464A839
Shares:
32519(+11.8%)
Value:
$2.5B(+7.4%)
25434V880
DFAX|25434V880
Shares:
95500(+1.1%)
Value:
$2.5B(+6.5%)
33734H106
33734H106
Shares:
55622(+33.3%)
Value:
$2.5B(+36.2%)
464287309
IVW|464287309
Shares:
26631(+51.2%)
Value:
$2.5B(+38.5%)
808524797
SCHD|808524797
Shares:
88664(+29.3%)
Value:
$2.5B(+32.2%)
92204A207
92204A207
Shares:
11192(+50.8%)
Value:
$2.4B(+56.1%)
78463X509
78463X509
Shares:
60416(+1.2%)
Value:
$2.4B(+3.8%)
AT&T INC.
T|00206R102
Shares:
83846(+89.7%)
Value:
$2.4B(+136.2%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSM|874039100
Shares:
14302(+35.6%)
Value:
$2.4B(+14.1%)
921937835
BND|921937835
Shares:
31921(+68.8%)
Value:
$2.3B(+72.4%)
BP PLC
BP|055622104
Shares:
68980(+333.1%)
Value:
$2.3B(+395.4%)