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 351–400 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEUR | ISHARES CORE MSCI EUROPE ETF | 14K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INCORPORATED | 12K | $1M+ | SH |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | 20K | $1M+ | SH |
| IDV | ISHARES TR INTL SEL DIV ETF | 25K | $1M+ | SH |
| CLS | CELESTICA INCORPORATED | 3K | $500K+ | SH |
| EMR | EMERSON ELEC COMPANY | 7K | $500K+ | SH |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUND | 26K | $500K+ | SH |
| TJUL | INNOVATOR EQUITY DEFINED PROTECTION ETF-2 YR TO JULY | 33K | $500K+ | SH |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 13K | $500K+ | SH |
| SPYV | SPDR PORTFOLIO S&P 500 VALUE ETF | 17K | $500K+ | SH |
| HYG | ISHARES TR IBOXX HI YD ETF | 12K | $500K+ | SH |
| VST | VISTRA CORPORATION | 6K | $500K+ | SH |
| BWXT | BWX TECHNOLOGIES INCORPORATED | 5K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INCORPORATED | 3K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INCORPORATED | 175 | $500K+ | SH |
| OXY | OCCIDENTAL PETE CORPORATION | 23K | $500K+ | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 10K | $500K+ | SH |
| WAB | WABTEC | 4K | $500K+ | SH |
| SYY | SYSCO CORPORATION | 13K | $500K+ | SH |
| FIS | FIDELITY NATL INFORMATION SVCS | 14K | $500K+ | SH |
| DDFS | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - | 43K | $500K+ | SH |
| FLCV | FEDERATED HME MDT LAR VAL ETF NAV CF | 29K | $500K+ | SH |
| LRCX | LAM RESEARCH CORPORATION COM NEW | 5K | $500K+ | SH |
| MMM | 3M COMPANY | 6K | $500K+ | SH |
| FDX | FEDEX CORPORATION | 3K | $500K+ | SH |
| FIX | COMFORT SYSTEMS USA INCORPORATED | 953 | $500K+ | SH |
| IXUS | ISHARES TR CORE MSCI TOTAL | 10K | $500K+ | SH |
| SPHY | SPDR PORTFOLIO HIGH YIELD BOND ETF | 37K | $500K+ | SH |
| XLV | SPDR HEALTH CARE SELECT | 6K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | 1K | $500K+ | SH |
| PSX | PHILLIPS 66 | 7K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | 3K | $500K+ | SH |
| EEM | ISHARES TR MSCI EMG MKT ETF | 16K | $500K+ | SH |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 9K | $500K+ | SH |
| VLO | VALERO ENERGY CORPORATION | 5K | $500K+ | SH |
| TER | TERADYNE INCORPORATED | 4K | $500K+ | SH |
| AZN | ASTRAZENECA PLC SPONSORED ADR | 9K | $500K+ | SH |
| WMB | WILLIAMS COMPANIES INCORPORATED | 14K | $500K+ | SH |
| AIO | VIRTUS ARTIFICIAL INTELL | 38K | $500K+ | SH |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | 15K | $500K+ | SH |
| FSEP | FIRST TR EXCHANGE TRADED FD VIII FT VEST US EQUITY BUFFER ETF SEPTEMBER | 16K | $500K+ | SH |
| NVO | NOVO-NORDISK A S ADR | 16K | $500K+ | SH |
| GLW | CORNING INCORPORATED | 9K | $500K+ | SH |
| ZMAY | INNOVATOR ETFS TRUST EQUITY DEFINED P | 31K | $500K+ | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIES COM NEW | 29K | $500K+ | SH |
| EXE | EXPAND ENERGY CORPORATION | 7K | $500K+ | SH |
| FR | FIRST INDL RLTY TR INCORPORATED REIT | 14K | $500K+ | SH |
| TOL | TOLL BROTHERS INCORPORATED | 6K | $500K+ | SH |
| — | PUBLIX SUPER MKTS INCORPORATED | 39K | $500K+ | SH |
| PFFR | INFRACAP REIT PREFERRED ETF | 44K | $500K+ | SH |