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 9 of 39
78464A359
Shares:29.8K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$2.6B)
74348A467
Shares:22.1K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$2.6B)
33740U208
Shares:47.3K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$2.6B)
389930207
Shares:61.3K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$2.6B)
14020V108
Shares:63.9K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$2.6B)
808524508
Shares:79.5K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$2.6B)
316092865
Shares:40.5K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$2.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
FISERV INC(FIcusip337738108) | 10.5K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.6B) | ||
| 11.5K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.6B) | |||
| 20.8K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.6B) | |||
(cusip78464A359)✕ | 29.8K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.6B) | ||
| 60.8K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.6B) | |||
NRG ENERGY, INC.(NRGcusip629377508) | 23.7K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.6B) | ||
(cusip74348A467)✕ | 22.1K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.6B) | ||
(cusip33740U208)✕ | 47.3K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.6B) | ||
HUMANA INC(HUMcusip444859102) | 8.5K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$2.6B) | ||
(cusip389930207)✕ | 61.3K | QoQ +0.95% (-581)YoY NEW(+61.3K) | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$2.6B) | YoY NEW(+$2.2M) |
| 9.5K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$2.6B) | |||
REALTY INCOME CORP(Ocusip756109104) | 38.5K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$2.6B) | ||
| 18.6K | YoY NEW(+18.6K) | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$2.6B) | YoY NEW(+$2.2M) | |
| 23.5K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.6B) | |||
LandBridge Co LLC(LBcusip514952100) | 29.8K | QoQ NEW(+29.8K) YoY NEW(+29.8K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.6B) | QoQ NEW(+$2.1M) YoY NEW(+$2.1M) |
(cusip14020V108)✕ | 63.9K | QoQ +0.70% (-449)YoY NEW(+63.9K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.6B) | YoY NEW(+$2.1M) |
(cusip808524508)✕ | 79.5K | YoY NEW(+79.5K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.6B) | YoY NEW(+$2.1M) |
| 25.6K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.6B) | |||
| 8.8K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.6B) | |||
(cusip316092865)✕ | 40.5K | YoY NEW(+40.5K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.6B) | YoY NEW(+$2.1M) |