CIK 1987855
KINGSWOOD WEALTH ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
869
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 551–600 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FTSL | FIRST TRUST SENIOR LOAN EXCHANGE-TRADED FUND | 10K | $100K–$500K | SH |
| TRP | TC ENERGY CORPORATION | 8K | $100K–$500K | SH |
| QTUM | DEFIANCE QUANTUM ETF | 4K | $100K–$500K | SH |
| XLB | SELECT SECTOR SPDR FUND SHS BEN INT MATERIALS | 10K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 2K | $100K–$500K | SH |
| MKSI | MKS INSTRS INCORPORATED | 3K | $100K–$500K | SH |
| SIEGY | SIEMENS A G SPONSORED ADR | 3K | $100K–$500K | SH |
| BUYW | MAIN BUYWRITE ETF | 31K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INCORPORATED | 4K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INCORPORATED | 25K | $100K–$500K | SH |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | 6K | $100K–$500K | SH |
| TOTL | SSGA ACTIVE ETF TR SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | 11K | $100K–$500K | SH |
| SAP | SAP SE SPON ADR | 2K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LIMITED | 3K | $100K–$500K | SH |
| GWW | GRAINGER W W INCORPORATED | 428 | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INCORPORATED | 2K | $100K–$500K | SH |
| ADM | ARCHER DANIELS MIDLAND COMPANY | 7K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 2K | $100K–$500K | SH |
| YJUN | FT VEST INTRNL EQT MDRT BFR ETF | 16K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INCORPORATED | 858 | $100K–$500K | SH |
| PFF | ISHARES TR PFD AND INCM SEC | 14K | $100K–$500K | SH |
| GAB | GABELLI EQUITY TR INCORPORATED | 68K | $100K–$500K | SH |
| TECL | DIREXION DAILY TECHNO BULL 3X ETF | 4K | $100K–$500K | SH |
| VPU | VANGUARD UTILITIES ETF | 2K | $100K–$500K | SH |
| EXPD | EXPEDITORS INTERNATIONAL WASH INCORPORATED | 3K | $100K–$500K | SH |
| APH | AMPHENOL CORPORATION NEW CLASS A | 3K | $100K–$500K | SH |
| JAJL | INNOVATOR EQUITY DEFINED PROTECTION ETF 6 MO JAN/JUL | 14K | $100K–$500K | SH |
| MAR | MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A | 1K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INCORPORATED COM CLASS A | 4K | $100K–$500K | SH |
| OUNZ | VANECK MERK GOLD ETF | 10K | $100K–$500K | SH |
| FNDE | SCHWAB FUNDTL EMRG MKT EQT ETF | 11K | $100K–$500K | SH |
| IJT | ISHARES TR S&P SML 600 GWT | 3K | $100K–$500K | SH |
| MTBA | SIMPLIFY MBS ETF | 8K | $100K–$500K | SH |
| ETH | GRAYSCALE ETHEREUM MINI TR ETF SHS NEW | 14K | $100K–$500K | SH |
| PHM | PULTE GROUP INCORPORATED | 3K | $100K–$500K | SH |
| — | UNICREDIT SPA UNSPONSORD ADR | 10K | $100K–$500K | SH |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | 14K | $100K–$500K | SH |
| DG | DOLLAR GENERAL CORPORATION NEW | 3K | $100K–$500K | SH |
| SNOV | FT Vest U.S. Small Cap Moderate Buffer ETF - November | 16K | $100K–$500K | SH |
| MTB | M & T BK CORPORATION | 2K | $100K–$500K | SH |
| — | STRATEGIC DATA CTR FD LLC CL A | 40K | $100K–$500K | SH |
| XLP | SPDR CONSUMER STAPLES SELECT SECTOR FUND | 5K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORPORATION | 4K | $100K–$500K | SH |
| CLX | CLOROX COMPANY DEL | 4K | $100K–$500K | SH |
| RY | ROYAL BK CDA | 2K | $100K–$500K | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 8K | $100K–$500K | SH |
| SRLN | SPDR BLACKSTONE SENIOR LOAN ETF | 10K | $100K–$500K | SH |
| ZAPR | INNOVATOR EQUITY DEFINED PROTECTION ETF 1 YR APRIL | 15K | $100K–$500K | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 5K | $100K–$500K | SH |
| GOVT | ISHARES TR US TREAS BD ETF | 17K | $100K–$500K | SH |