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 201–250 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JCI | JOHNSON CONTROLS INTERNATIONAL PLC SHS | 17K | $1M+ | SH |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 84K | $1M+ | SH |
| CMI | CUMMINS INCORPORATED | 4K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INCORPORATED | 25K | $1M+ | SH |
| ETHA | ISHARES ETHEREUM TRUST ETF | 92K | $1M+ | SH |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 46K | $1M+ | SH |
| INTC | INTEL CORPORATION | 56K | $1M+ | SH |
| SHOP | SHOPIFY INCORPORATED CLASS A SUB VTG SHS | 13K | $1M+ | SH |
| GDX | VANECK GOLD MINERS ETF | 24K | $1M+ | SH |
| MS | MORGAN STANLEY COM NEW | 11K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INCORPORATED COM NEW | 4K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INCORPORATED CLASS B | 40K | $1M+ | SH |
| IEFA | ISHARES TR CORE MSCI EAFE | 22K | $1M+ | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 33K | $1M+ | SH |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | 12K | $1M+ | SH |
| IAU | ISHARES GOLD TR ISHARES NEW | 24K | $1M+ | SH |
| HDV | ISHARES TR CORE HIGH DV ETF | 16K | $1M+ | SH |
| BX | BLACKSTONE INCORPORATED | 13K | $1M+ | SH |
| TJX | TJX COMPANIES INCORPORATED NEW | 13K | $1M+ | SH |
| STT | STATE STR CORPORATION | 15K | $1M+ | SH |
| DIS | DISNEY WALT COMPANY | 17K | $1M+ | SH |
| IWD | ISHARES TR RUS 1000 VAL ETF | 9K | $1M+ | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 72K | $1M+ | SH |
| USFR | WISDOMTREE TRUST WISDOMTREE FLOATING RATE TREASURY FUND | 37K | $1M+ | SH |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 42K | $1M+ | SH |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 42K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORPORATION | 8K | $1M+ | SH |
| VHT | VANGUARD HEALTH CARE ETF | 6K | $1M+ | SH |
| MDT | MEDTRONIC PLC SHS | 19K | $1M+ | SH |
| IUSG | ISHARES TR CORE S&P US GWT | 11K | $1M+ | SH |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | 26K | $1M+ | SH |
| T | AT&T INCORPORATED | 74K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORPORATION | 3K | $1M+ | SH |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | 26K | $1M+ | SH |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | 40K | $1M+ | SH |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 17K | $1M+ | SH |
| C | CITIGROUP INCORPORATED COM NEW | 15K | $1M+ | SH |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 37K | $1M+ | SH |
| BINC | iShares Flexible Income Active ETF | 33K | $1M+ | SH |
| PFE | PFIZER INCORPORATED | 71K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | 15K | $1M+ | SH |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 38K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS | 4K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 6K | $1M+ | SH |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | 17K | $1M+ | SH |
| GPC | GENUINE PARTS COMPANY | 14K | $1M+ | SH |
| ASML | ASML HOLDING N V N Y REGISTRY SHS | 2K | $1M+ | SH |
| AZO | AUTOZONE INCORPORATED | 494 | $1M+ | SH |
| FSK | FS KKR CAP CORPORATION | 112K | $1M+ | SH |
| HUM | HUMANA INCORPORATED | 6K | $1M+ | SH |