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 751–800 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BITB | BITWISE BITCOIN ETF COMMON SHARES OF BENEFICIAL INTEREST | 5K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INCORPORATED | 4K | $100K–$500K | SH |
| SPXX | NUVEEN S&P 500 DYNAMIC OVERWRI | 14K | $100K–$500K | SH |
| SWK | STANLEY BLACK & DECKER INCORPORATED | 3K | $100K–$500K | SH |
| NTRS | NORTHERN TR CORPORATION | 2K | $100K–$500K | SH |
| PKG | PACKAGING CORPORATION AMER | 1K | $100K–$500K | SH |
| SHEL | SHELL PLC SPON ADS | 3K | $100K–$500K | SH |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | 2K | $100K–$500K | SH |
| JPEF | JPMORGAN EQUITY FOCUS ETF | 3K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORPORATION | 3K | $100K–$500K | SH |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 5K | $100K–$500K | SH |
| ROST | ROSS STORES INCORPORATED | 1K | $100K–$500K | SH |
| RYLD | GLOBAL X RUSSELL 2000 COVERED CALL ETF | 16K | $100K–$500K | SH |
| IGV | ISHARES TR EXPANDED TECH | 2K | $100K–$500K | SH |
| FEP | FIRST TRUST EUROPE ALPHADEX ETF | 4K | $100K–$500K | SH |
| EWX | SPDR S&P EMERGING MARKETS SMALL CAP ETF | 4K | $100K–$500K | SH |
| ILCB | ISHARES TRUST ISHARES MORNINGSTAR U S EQUITY ETF | 2K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | 4K | $100K–$500K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INCORPORATED | 574 | $100K–$500K | SH |
| WSM | WILLIAMS SONOMA INCORPORATED | 1K | $100K–$500K | SH |
| CGMS | CAPITAL GROUP FXD INCOME ETF U S MULTI-SECTOR INCOME ETF | 8K | $100K–$500K | SH |
| GFEB | FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY | 5K | $100K–$500K | SH |
| HII | HUNTINGTON INGALLS INDUSTRIES INCORPORATED | 668 | $100K–$500K | SH |
| IFRA | ISHARES TR U S INFRASTRUCTURE ETF | 4K | $100K–$500K | SH |
| AVAV | AEROVIRONMENT INCORPORATED | 938 | $100K–$500K | SH |
| MET | METLIFE INCORPORATED | 3K | $100K–$500K | SH |
| SUSL | ISHARES TRUST ISHARES ESG MSCI USA LEADERS ETF | 2K | $100K–$500K | SH |
| NAZ | NUVEEN ARIZONA QLTY MNCP | 19K | $100K–$500K | SH |
| ZMAR | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH | 8K | $100K–$500K | SH |
| MFA | MFA FINL INCORPORATED REIT | 24K | $100K–$500K | SH |
| SIRI | SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK | 11K | $100K–$500K | SH |
| EWL | ISHARES MSCI SWITZERLAND ETF | 4K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INCORPORATED | 1K | $100K–$500K | SH |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | 4K | $100K–$500K | SH |
| MDB | MONGODB INC CLASS A | 524 | $100K–$500K | SH |
| HE | HAWAIIAN ELEC INDUSTRIES | 18K | $100K–$500K | SH |
| RMD | RESMED INCORPORATED | 911 | $100K–$500K | SH |
| KVUE | KENVUE INCORPORATED | 13K | $100K–$500K | SH |
| ZTS | ZOETIS INCORPORATED CLASS A | 2K | $100K–$500K | SH |
| SSB | SOUTHSTATE BANK CORPORATION | 2K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & COMPANY | 1K | $100K–$500K | SH |
| EMXC | ISHARES INCORPORATED MSCI EMRG CHN | 3K | $100K–$500K | SH |
| AI | C3 AI INCORPORATED CLASS A | 16K | $100K–$500K | SH |
| FNGS | MICROSECTORS FANG | 3K | $100K–$500K | SH |
| GPN | GLOBAL PMTS INCORPORATED | 3K | $100K–$500K | SH |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | 2K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INCORPORATED | 6K | $100K–$500K | SH |
| WTRG | ESSENTIAL UTILS INCORPORATED | 6K | $100K–$500K | SH |
| CAVA | CAVA GROUP INCORPORATED | 4K | $100K–$500K | SH |
| IDA | IDACORP INCORPORATED | 2K | $100K–$500K | SH |