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 251–300 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UNP | UNION PAC CORPORATION | 7K | $1M+ | SH |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 43K | $1M+ | SH |
| AMGN | AMGEN INCORPORATED | 5K | $1M+ | SH |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | 24K | $1M+ | SH |
| MARM | FT VEST U.S. EQUITY MAX BUFFER ETF-MARCH | 48K | $1M+ | SH |
| XYLD | GLOBAL X S&P 500 COVERED CALL ETF | 39K | $1M+ | SH |
| EIPI | FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | 79K | $1M+ | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 6K | $1M+ | SH |
| MCK | MCKESSON CORPORATION | 2K | $1M+ | SH |
| ITA | ISHARES TR US AER DEF ETF | 7K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 3K | $1M+ | SH |
| VBR | VANGUARD SMALL-CAP VALUE ETF | 7K | $1M+ | SH |
| VRT | VERTIV HOLDINGS COMPANY COM CLASS A | 9K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 123K | $1M+ | SH |
| TFC | TRUIST FINL CORPORATION | 31K | $1M+ | SH |
| DRI | DARDEN RESTAURANTS INCORPORATED | 8K | $1M+ | SH |
| TDIV | FIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | 16K | $1M+ | SH |
| BUFR | FT VEST LADDERED BUFFER ETF | 44K | $1M+ | SH |
| OEF | ISHARES TR S&P 100 ETF | 4K | $1M+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | 18K | $1M+ | SH |
| SPTM | SPDR PORTFOLIO S P 1500 CMPST ST ETF | 18K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S LARGE COMPANY ETF | 54K | $1M+ | SH |
| STEW | SRH TOTAL RETURN FUND INCORPORATED | 79K | $1M+ | SH |
| FTHI | FIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST BUYWRITE INCOME ETF | 62K | $1M+ | SH |
| MO | ALTRIA GROUP INCORPORATED | 25K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 16K | $1M+ | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 4K | $1M+ | SH |
| SCHH | SCHWAB U.S. REIT ETF | 70K | $1M+ | SH |
| CI | THE CIGNA GROUP | 5K | $1M+ | SH |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 30K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST ISHARES U S EQUITY FACTOR ROTATION ACTIVE ETF | 24K | $1M+ | SH |
| VEGN | US VEGAN CLIMATE ETF | 23K | $1M+ | SH |
| ABT | ABBOTT LABS | 11K | $1M+ | SH |
| MTRN | MATERION CORPORATION | 11K | $1M+ | SH |
| ADBE | ADOBE INCORPORATED | 4K | $1M+ | SH |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | 15K | $1M+ | SH |
| EMB | ISHARES TR JPMORGAN USD EMG | 15K | $1M+ | SH |
| TQQQ | PROSHARES TRUST ULTRAPRO QQQ | 26K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORPORATION | 4K | $1M+ | SH |
| LQD | ISHARES TR IBOXX INV CP ETF | 12K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INCORPORATED | 7K | $1M+ | SH |
| CMCSA | COMCAST CORPORATION NEW CLASS A | 45K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | 15K | $1M+ | SH |
| DE | DEERE & COMPANY | 3K | $1M+ | SH |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 18K | $1M+ | SH |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 20K | $1M+ | SH |
| NULV | NUVEEN ESG LARGE CAP VALUE ETF | 29K | $1M+ | SH |
| NULG | NUVEEN ESG LARGE CAP GROWTH ETF | 13K | $1M+ | SH |
| SOXX | ISHARES TR ISHARES SEMICDTR | 4K | $1M+ | SH |
| BBUS | J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS US EQUITY ETF | 11K | $1M+ | SH |