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 301–350 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DSI | ISHARES MSCI KLD 400 SOCIAL INDX ETF | 10K | $1M+ | SH |
| AXP | AMERICAN EXPRESS COMPANY | 3K | $1M+ | SH |
| CVS | CVS HEALTH CORPORATION | 16K | $1M+ | SH |
| COKE | COCA COLA CONS INCORPORATED | 8K | $1M+ | SH |
| XLU | SPDR UTILITIES SELECT SECTOR FUND | 30K | $1M+ | SH |
| OKE | ONEOK INCORPORATED NEW | 17K | $1M+ | SH |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | 22K | $1M+ | SH |
| XLI | SPDR INDUSTRIAL SELECT SECTOR FUND | 8K | $1M+ | SH |
| AFL | AFLAC INCORPORATED | 11K | $1M+ | SH |
| PDCC | PEARL DIVER CREDIT CO IN | 89K | $1M+ | SH |
| NOW | SERVICENOW INCORPORATED | 8K | $1M+ | SH |
| WELL | WELLTOWER INCORPORATED REIT | 7K | $1M+ | SH |
| EFV | ISHARES TR EAFE VALUE ETF | 17K | $1M+ | SH |
| CWB | SPDR BLOOMBERG CONVERTIBLE SECURITIES ET | 14K | $1M+ | SH |
| EMGF | ISHARES EMG MRKTS EQTY FACTOR ETF | 21K | $1M+ | SH |
| GATX | GATX CORPORATION | 7K | $1M+ | SH |
| ANET | ARISTA NETWORKS INCORPORATED COM SHS | 9K | $1M+ | SH |
| RDIV | INVESCO S P ULTRA DIVIDEND REV ETF | 23K | $1M+ | SH |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | 19K | $1M+ | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 23K | $1M+ | SH |
| IGSB | ISHARES TR ISHS 1-5YR INVS | 22K | $1M+ | SH |
| EQWL | INVESCO EXCHANGE TRADED FD TR INVESCO S&P 100 EQUAL WEIGHT ETF | 10K | $1M+ | SH |
| TGT | TARGET CORPORATION | 12K | $1M+ | SH |
| ACP | ABRDN INCOME CREDIT STRATEGIES | 213K | $1M+ | SH |
| OWL | BLUE OWL CAPITAL INCORPORATED COM CLASS A | 77K | $1M+ | SH |
| IUSB | ISHARES TR CORE TOTAL USD | 24K | $1M+ | SH |
| TLH | ISHARES TR 10-20 YR TRS ETF | 11K | $1M+ | SH |
| ALL | ALLSTATE CORPORATION | 5K | $1M+ | SH |
| IWLG | NYLI Winslow Large Cap Growth ETF | 21K | $1M+ | SH |
| WPM | WHEATON PRECIOUS METALS CORPORATION | 9K | $1M+ | SH |
| RKT | ROCKET COMPANIES INCORPORATED COM CLASS A | 56K | $1M+ | SH |
| ADSK | AUTODESK INCORPORATED | 4K | $1M+ | SH |
| EFA | ISHARES TR MSCI EAFE ETF | 11K | $1M+ | SH |
| SJT | SAN JUAN BASIN RTY T ROYALTY TRUST | 192K | $1M+ | SH |
| CRWV | COREWEAVE INCORPORATED COM CLASS A | 15K | $1M+ | SH |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | 34K | $1M+ | SH |
| GILD | GILEAD SCIENCES INCORPORATED | 9K | $1M+ | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 64K | $1M+ | SH |
| IVE | ISHARES TR S&P 500 VAL ETF | 5K | $1M+ | SH |
| XBI | SPDR S&P BIOTECH ETF | 9K | $1M+ | SH |
| SBUX | STARBUCKS CORPORATION | 13K | $1M+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A | 16K | $1M+ | SH |
| COIN | COINBASE GLOBAL INCORPORATED COM CLASS A | 5K | $1M+ | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI | 111K | $1M+ | SH |
| CGMM | CAPITAL GROUP US SMALL AND MID CAP ETF | 36K | $1M+ | SH |
| XMMO | INVESCO S & P MIDCAP MOMENTUM ETF | 8K | $1M+ | SH |
| ETR | ENTERGY CORPORATION NEW | 11K | $1M+ | SH |
| APP | APPLOVIN CORPORATION COM CLASS A | 2K | $1M+ | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 12K | $1M+ | SH |
| SPYD | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 23K | $1M+ | SH |