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 801–850 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| STE | STERIS PLC SHS USD | 844 | $100K–$500K | SH |
| URI | UNITED RENTALS INCORPORATED | 264 | $100K–$500K | SH |
| CCJ | CAMECO CORPORATION | 2K | $100K–$500K | SH |
| KR | KROGER COMPANY | 3K | $100K–$500K | SH |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 10K | $100K–$500K | SH |
| LNT | ALLIANT ENERGY CORPORATION | 3K | $100K–$500K | SH |
| ZION | ZIONS BANCORPORATION N A | 4K | $100K–$500K | SH |
| — | HERMES INTERNATIONAL SA ADR | 851 | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS COMPANY INCORPORATED NEW | 2K | $100K–$500K | SH |
| PBT | PERMIAN BASIN RTY TR UNIT BEN INT | 12K | $100K–$500K | SH |
| POW | TIDAL TRUST III VISTASHARES ELECTRIFICATION SUPERCYCLE ETF | 11K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COMPANIES INCORPORATED | 1K | $100K–$500K | SH |
| PNFP | PINNACLE FINL PARTNERS INCORPORATED | 2K | $100K–$500K | SH |
| LNC | LINCOLN NATL CORPORATION IND | 5K | $100K–$500K | SH |
| KIE | SPDR S&P INSURANCE ETF | 3K | $100K–$500K | SH |
| CGXU | CAPITAL GROUP INTL FOCUS SHS CREATION UNIT | 7K | $100K–$500K | SH |
| KDP | KEURIG DR PEPPER INCORPORATED | 7K | $100K–$500K | SH |
| HL | HECLA MINING COMPANY | 11K | $100K–$500K | SH |
| LVMUY | LVMH MOET HENNESSY LOU VUITTON ADR | 1K | $100K–$500K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INCORPORATED | 2K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORPORATION | 903 | $100K–$500K | SH |
| AGI | ALAMOS GOLD INCORPORATED NEW COM CLASS A | 5K | $100K–$500K | SH |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | 3K | $100K–$500K | SH |
| NUVB | NUVATION BIO INCORPORATED COM CLASS A | 23K | $100K–$500K | SH |
| ESGV | VANGUARD ESG US STOCK ETF | 2K | $100K–$500K | SH |
| RIO | RIO TINTO PLC SPONSORED ADR | 3K | $100K–$500K | SH |
| IBN | ICICI BANK LIMITED ADR | 7K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORPORATION NEW REIT | 1K | $100K–$500K | SH |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT LTD PARTNERSHIP INT | 20K | $100K–$500K | SH |
| IRT | INDEPENDENCE RLTY TR INCORPORATED REIT | 11K | $100K–$500K | SH |
| PR | PERMIAN RESOURCES CORPORATION CLASS A COM | 14K | $100K–$500K | SH |
| THW | ABRDN WORLD HEALTHCARE FUND BEN INT SHS | 15K | $100K–$500K | SH |
| FCT | FIRST TR SR FLTG RATE INCOME F | 17K | $100K–$500K | SH |
| — | SOCIETE GENERALE FRANCE SPONSORED ADR | 11K | $100K–$500K | SH |
| JOBY | JOBY AVIATION INC COMMON STOCK | 13K | $100K–$500K | SH |
| PDO | PIMCO DYNAMIC INCOME OPP | 12K | $100K–$500K | SH |
| ACHR | ARCHER AVIATION INCORPORATED COM CLASS A | 22K | $100K–$500K | SH |
| XNET | XUNLEI LIMITED SPONSORED ADS | 23K | $100K–$500K | SH |
| PSKY | PARAMOUNT SKYDANCE CORPORATION COM CLASS B | 12K | $100K–$500K | SH |
| — | DAIKIN INDUSTRIES LIMITED UNSPONSORED ADS | 12K | $100K–$500K | SH |
| DBRG | DIGITALBRIDGE GROUP INCORPORATED CLASS A NEW | 10K | $100K–$500K | SH |
| GENI | GENIUS SPORTS LIMITED SHARES CLASS A | 14K | $100K–$500K | SH |
| NAN | NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | 13K | $100K–$500K | SH |
| GBDC | GOLUB CAP BDC INC | 10K | $100K–$500K | SH |
| CION | CION INVESTMENT CORPORATION COMMON STOCK | 15K | $100K–$500K | SH |
| VALE | VALE S A SPONSORED ADS | 11K | $100K–$500K | SH |
| ALT | ALTIMMUNE INCORPORATED COM NEW | 36K | $100K–$500K | SH |
| ATAI | ATAI LIFE SCIENCES NV SHS | 30K | $100K–$500K | SH |
| SG | SWEETGREEN INCORPORATED COM CLASS A | 17K | $100K–$500K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOBAL | 12K | $100K–$500K | SH |