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 9 of 39
FISERV INC
FI|337738108
Shares:
10480(+83.4%)
Value:
$2.3B(+98.0%)
464287655
IWM|464287655
Shares:
11495(-11.9%)
Value:
$2.3B(-20.5%)
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
20803(+19.3%)
Value:
$2.3B(+3.9%)
78464A359
78464A359
Shares:
29754(+56.9%)
Value:
$2.3B(+54.6%)
DEVON ENERGY CORP/DE
DVN|25179M103
Shares:
60791(+59.9%)
Value:
$2.3B(+83.1%)
NRG ENERGY, INC.
NRG|629377508
Shares:
23704(+4.7%)
Value:
$2.3B(+10.8%)
74348A467
74348A467
Shares:
22126(-23.1%)
Value:
$2.3B(-21.1%)
33740U208
33740U208
Shares:
47313(+129.2%)
Value:
$2.3B(+123.4%)
HUMANA INC
HUM|444859102
Shares:
8495(-9.4%)
Value:
$2.2B(-5.5%)
389930207
389930207
Shares:
61328(+0.9%)
Value:
$2.2B(-12.0%)
WASTE MANAGEMENT INC
WM|94106L109
Shares:
9518(+20.8%)
Value:
$2.2B(+38.9%)
REALTY INCOME CORP
O|756109104
Shares:
38534(+62.0%)
Value:
$2.2B(+73.7%)
464287481
IWP|464287481
Shares:
18644(+22.9%)
Value:
$2.2B(+13.9%)
Dell Technologies Inc.
DELL|24703L202
Shares:
23543(+7.3%)
Value:
$2.1B(-15.1%)
LandBridge Co LLC
LB|514952100
Shares:
29755
Value:
$2.1B
14020V108
14020V108
Shares:
63915(+0.7%)
Value:
$2.1B(-3.8%)
808524508
808524508
Shares:
79477(+1.7%)
Value:
$2.1B(-3.8%)
78464A409
SPYG|78464A409
Shares:
25593(-6.4%)
Value:
$2.1B(-14.0%)
LOWES COMPANIES INC
LOW|548661107
Shares:
8833(+45.9%)
Value:
$2.1B(+38.1%)
316092865
316092865
Shares:
40463(-37.9%)
Value:
$2.1B(-35.1%)