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 401–450 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | 39K | $500K+ | SH |
| IR | INGERSOLL RAND INCORPORATED | 10K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORPORATION | 8K | $500K+ | SH |
| ETHE | GRAYSCALE ETHEREUM TR ET | 32K | $500K+ | SH |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | 14K | $500K+ | SH |
| PWR | QUANTA SVCS INCORPORATED | 2K | $500K+ | SH |
| USB | US BANCORP DEL COM NEW | 14K | $500K+ | SH |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | 19K | $500K+ | SH |
| DVN | DEVON ENERGY CORPORATION NEW | 21K | $500K+ | SH |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | 24K | $500K+ | SH |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | 14K | $500K+ | SH |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | 14K | $500K+ | SH |
| KBWD | INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF | 55K | $500K+ | SH |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 32K | $500K+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 10K | $500K+ | SH |
| IWS | ISHARES TR RUS MDCP VAL ETF | 5K | $500K+ | SH |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND | 3K | $500K+ | SH |
| O | REALTY INCOME CORPORATION REIT | 13K | $500K+ | SH |
| MTN | VAIL RESORTS INCORPORATED | 5K | $500K+ | SH |
| BBY | BEST BUY INCORPORATED | 11K | $500K+ | SH |
| RF | REGIONS FINANCIAL CORPORATION NEW | 27K | $500K+ | SH |
| NET | CLOUDFLARE INCORPORATED CLASS A COM | 4K | $500K+ | SH |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 19K | $500K+ | SH |
| KRE | SPDR S&P REGIONAL BANKING ETF | 11K | $500K+ | SH |
| IUSV | ISHARES TR CORE S&P US VLU | 7K | $500K+ | SH |
| LB | LANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRST | 14K | $500K+ | SH |
| JBBB | JANUS DETROIT STR TR HENDERSON B BBB CLO ETF | 15K | $500K+ | SH |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | 14K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INCORPORATED | 3K | $500K+ | SH |
| ULST | SSGA ACTIVE TRUST SPDR SSGA ULTRA SHORT TERM BOND ETF | 17K | $500K+ | SH |
| ENB | ENBRIDGE INCORPORATED | 14K | $500K+ | SH |
| EQR | EQUITY RESIDENTIAL SH BEN INT REIT | 11K | $500K+ | SH |
| FEZ | SPDR EURO STOXX 50 ETF | 11K | $500K+ | SH |
| GMAY | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | 17K | $500K+ | SH |
| IWR | ISHARES TR RUS MID CAP ETF | 7K | $500K+ | SH |
| CM | CANADIAN IMPERIAL BK COMM | 7K | $500K+ | SH |
| SLB | SCHLUMBERGER LIMITED COM STK | 18K | $500K+ | SH |
| NBXG | NEUBERGER NEXT GENERATION COMMON STOCK | 47K | $500K+ | SH |
| FNDC | SCHWAB FUNDTL INTRNL SML EQT ETF | 15K | $500K+ | SH |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 9K | $500K+ | SH |
| EMO | CLEARBRIDGE ENERGY MIDSTRM OPP | 15K | $500K+ | SH |
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | 34K | $500K+ | SH |
| D | DOMINION ENERGY INCORPORATED | 11K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| IGRO | ISHARES TR INTL DIVID GROWTH ETF | 8K | $500K+ | SH |
| IJS | ISHARES TR SP SMCP600VL ETF | 6K | $500K+ | SH |
| CTVA | CORTEVA INCORPORATED | 10K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INCORPORATED | 3K | $500K+ | SH |
| DGX | QUEST DIAGNOSTICS INCORPORATED | 4K | $500K+ | SH |
| F | FORD MTR COMPANY | 50K | $500K+ | SH |