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 51–100 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HD | HOME DEPOT INCORPORATED | 22K | $1M+ | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 16K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORPORATION | 8K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 51K | $1M+ | SH |
| MTUM | ISHARES TR MSCI USA MMENTM | 29K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION NEW | 8K | $1M+ | SH |
| VO | VANGUARD MID-CAP ETF | 24K | $1M+ | SH |
| IWF | ISHARES TR RUS 1000 GRW ETF | 15K | $1M+ | SH |
| RWL | INVESCO S&P 500 REVENUE ETF | 60K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | 139K | $1M+ | SH |
| NLR | VANECK URANIUM AND NUCLEAR ETF | 55K | $1M+ | SH |
| SGOV | ISHARES TR 0-3 MNTH TREASRY | 68K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | 32K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 33K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHINES | 23K | $1M+ | SH |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | 90K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INCORPORATED | 8K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 14K | $1M+ | SH |
| BITX | 2X BITCOIN STRATEGY ETF | 234K | $1M+ | SH |
| MSTR | MICROSTRATEGY INCORPORATED CLASS A NEW | 43K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INCORPORATED | 23K | $1M+ | SH |
| SO | SOUTHERN COMPANY | 74K | $1M+ | SH |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF | 173K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 100K | $1M+ | SH |
| V | VISA INCORPORATED COM CLASS A | 18K | $1M+ | SH |
| NFLX | NETFLIX INCORPORATED | 66K | $1M+ | SH |
| RTX | RTX CORPORATION | 34K | $1M+ | SH |
| BAC | BANK AMERICA CORPORATION | 112K | $1M+ | SH |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | 69K | $1M+ | SH |
| VV | VANGUARD LARGE-CAP ETF | 19K | $1M+ | SH |
| DGRO | ISHARES TR CORE DIV GRWTH | 88K | $1M+ | SH |
| MTZ | MASTEC INCORPORATED | 28K | $1M+ | SH |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | 51K | $1M+ | SH |
| FBND | FIDELITY TOTAL BOND ETF | 129K | $1M+ | SH |
| IOO | ISHARES TR GLOBAL 100 ETF | 46K | $1M+ | SH |
| SDY | SPDR S&P DIVIDEND ETF | 42K | $1M+ | SH |
| BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 64K | $1M+ | SH |
| XLY | SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND | 48K | $1M+ | SH |
| ORCL | ORACLE CORPORATION | 30K | $1M+ | SH |
| KO | COCA COLA COMPANY | 78K | $1M+ | SH |
| JPIE | JPMORGAN INCOME ETF | 117K | $1M+ | SH |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | 77K | $1M+ | SH |
| XLE | SPDR ENERGY SELECT SECTOR FUND | 116K | $1M+ | SH |
| IVW | ISHARES TR S&P 500 GRWT ETF | 42K | $1M+ | SH |
| IWP | ISHARES TR RUS MD CP GR ETF | 37K | $1M+ | SH |
| CIBR | FIRST TRUST NASDAQ CEA CYBERSECURITY ETF | 70K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | 16K | $1M+ | SH |
| BA | BOEING COMPANY | 22K | $1M+ | SH |
| SNTH | MRP SYNTHEQUITY ETF | 166K | $1M+ | SH |
| PG | PROCTER AND GAMBLE COMPANY | 32K | $1M+ | SH |