KINGSWOOD WEALTH ADVISORS, LLC

CIK: 0001987855SEC EDGAR →

Portfolio Value

$2.1B

Holdings

869

As of

Q4 2025

New Positions

869

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INCORPORATED

311,859$84.8M
4.10%
2

SPDR S&P 500 ETF

87,292$59.5M
2.88%
3

NVIDIA CORPORATION

309,110$57.6M
2.79%
4

INVESCO QQQ TR

74,679$45.9M
2.22%
5

MICROSOFT CORPORATION

93,175$45.1M
2.18%
6

VANGUARD VALUE ETF

198,219$37.9M
1.83%
7

AMAZON COM INCORPORATED

154,472$35.7M
1.72%
8

SCHWAB U.S. LARGE-CAP GROWTH ETF

1,012,395$33.0M
1.60%
9

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

49,189$30.8M
1.49%
10

SPDR PORTFOLIO S&P 500 ETF

362,880$29.1M
1.41%

Quarterly Changes

Top Buys

AAPLNEW
$84.8M
SPYNEW
$59.5M
NVDANEW
$57.6M
NDQNEW
$45.9M
MSFTNEW
$45.1M

Top Sells

No sells this quarter

New Positions (869)

$84.8M · 312K shares
$59.5M · 87K shares
$57.6M · 309K shares
$45.9M · 75K shares
$45.1M · 93K shares
$37.9M · 198K shares
$35.7M · 154K shares
$33.0M · 1.0M shares
$30.8M · 49K shares
$29.1M · 363K shares
$27.6M · 80K shares
$23.3M · 524K shares
AMERICAN RARE EARTHS LIMITED SHS
$23.0M · 100K shares
$22.0M · 70K shares
$20.7M · 466K shares
$20.0M · 91K shares
$19.8M · 59K shares
$19.7M · 61K shares
$19.4M · 284K shares
$19.1M · 61K shares
$19.0M · 1.0M shares
$17.6M · 26K shares
$17.6M · 27K shares
$16.4M · 37K shares
$15.4M · 267K shares
$13.3M · 233K shares
$12.9M · 23K shares
$12.4M · 25K shares
$12.3M · 98K shares
$11.9M · 204K shares
$11.9M · 107K shares
$11.4M · 283K shares
$10.9M · 109K shares
$10.8M · 14K shares
$10.6M · 60K shares
$10.1M · 184K shares
$9.3M · 47K shares
$9.1M · 113K shares
$9.0M · 23K shares
$8.9M · 8K shares
$8.8M · 322K shares
$8.8M · 34K shares
$8.7M · 114K shares
$8.6M · 61K shares
$8.5M · 37K shares
$8.3M · 151K shares
$8.3M · 117K shares
$8.3M · 90K shares
$8.3M · 69K shares
$8.0M · 85K shares
$8.0M · 25K shares
$7.7M · 22K shares
$7.5M · 16K shares
$7.4M · 8K shares
$7.4M · 51K shares
$7.1M · 29K shares
$7.1M · 8K shares
$7.1M · 24K shares
$7.0M · 15K shares
$6.9M · 60K shares
$6.9M · 139K shares
$6.8M · 55K shares
$6.8M · 68K shares
$6.8M · 32K shares
$6.8M · 33K shares
$6.7M · 23K shares
$6.6M · 90K shares
$6.6M · 8K shares
$6.6M · 14K shares
$6.5M · 234K shares
$6.5M · 43K shares
$6.5M · 23K shares
$6.4M · 74K shares
$6.3M · 173K shares
$6.3M · 100K shares
$6.2M · 18K shares
$6.2M · 66K shares
$6.2M · 34K shares
$6.2M · 112K shares
$6.1M · 69K shares
$6.1M · 19K shares
$6.1M · 88K shares
$6.1M · 28K shares
$6.1M · 51K shares
$5.9M · 129K shares
$5.9M · 46K shares
$5.9M · 42K shares
$5.8M · 64K shares
$5.8M · 48K shares
$5.8M · 30K shares
$5.5M · 78K shares
$5.4M · 117K shares
$5.3M · 77K shares
$5.2M · 116K shares
$5.2M · 42K shares
$5.1M · 37K shares
$5.0M · 70K shares
$5.0M · 16K shares
$4.9M · 22K shares
$4.6M · 166K shares
$4.6M · 32K shares
$4.5M · 69K shares
$4.5M · 59K shares
$4.5M · 30K shares
$4.5M · 51K shares
$4.4M · 12K shares
$4.4M · 94K shares
$4.4M · 146K shares
$4.4M · 30K shares
$4.3M · 14K shares
$4.2M · 7K shares
$4.2M · 39K shares
$4.2M · 55K shares
$4.2M · 17K shares
$4.1M · 12K shares
$4.1M · 24K shares
$4.1M · 38K shares
$4.1M · 51K shares
$4.0M · 24K shares
$4.0M · 10K shares
$4.0M · 55K shares
$4.0M · 112K shares
$4.0M · 34K shares
$4.0M · 35K shares
$3.9M · 26K shares
$3.9M · 133K shares
$3.9M · 16K shares
$3.9M · 8K shares
$3.8M · 93K shares
$3.8M · 5 shares
$3.7M · 25K shares
$3.6M · 26K shares
$3.6M · 61K shares
$3.6M · 30K shares
$3.6M · 104K shares
$3.6M · 72K shares
$3.5M · 11K shares
$3.5M · 27K shares
$3.5M · 27K shares
$3.4M · 16K shares
$3.4M · 79K shares
$3.4M · 12K shares
$3.4M · 5K shares
$3.4M · 32K shares
$3.4M · 9K shares
$3.3M · 10K shares
$3.3M · 12K shares
$3.3M · 27K shares
$3.3M · 12K shares
$3.2M · 11K shares
$3.2M · 16K shares
$3.1M · 33K shares
$3.1M · 34K shares
$3.1M · 11K shares
$3.0M · 12K shares
$3.0M · 92K shares
$3.0M · 10K shares
$3.0M · 21K shares
$2.8M · 27K shares
$2.7M · 10K shares
$2.7M · 70K shares
$2.7M · 27K shares
$2.7M · 57K shares
$2.7M · 49K shares
$2.6M · 8K shares
$2.5M · 10K shares
$2.5M · 32K shares
$2.5M · 33K shares
$2.5M · 25K shares
$2.5M · 7K shares
$2.5M · 13K shares
$2.5M · 38K shares
$2.5M · 38K shares
$2.4M · 26K shares
$2.4M · 13K shares
$2.4M · 10K shares
$2.4M · 17K shares
$2.4M · 11K shares
$2.4M · 46K shares
$2.4M · 2K shares
$2.4M · 21K shares
$2.4M · 46K shares
$2.3M · 13K shares
$2.3M · 23K shares
$2.3M · 12K shares
$2.3M · 26K shares
$2.3M · 18K shares
$2.3M · 26K shares
$2.3M · 27K shares
$2.3M · 5K shares
$2.3M · 69K shares
$2.3M · 48K shares
$2.3M · 15K shares
$2.2M · 93K shares
$2.2M · 7K shares
$2.2M · 40K shares
$2.2M · 5K shares
$2.2M · 17K shares
$2.1M · 120K shares
$2.1M · 13K shares
$2.1M · 150K shares
$2.1M · 27K shares
$2.1M · 17K shares
$2.1M · 84K shares
$2.1M · 4K shares
$2.1M · 25K shares
$2.1M · 92K shares
$2.1M · 46K shares
$2.0M · 56K shares
$2.0M · 13K shares
$2.0M · 24K shares
$2.0M · 11K shares
$2.0M · 4K shares
$2.0M · 40K shares
$2.0M · 22K shares
$2.0M · 33K shares
$2.0M · 12K shares
$1.9M · 24K shares
$1.9M · 16K shares
$1.9M · 13K shares
$1.9M · 13K shares
$1.9M · 15K shares
$1.9M · 17K shares
$1.9M · 9K shares
$1.9M · 72K shares
$1.9M · 37K shares
$1.9M · 42K shares
$1.9M · 42K shares
$1.9M · 8K shares
$1.9M · 6K shares
$1.9M · 19K shares
$1.9M · 11K shares
$1.8M · 26K shares
$1.8M · 74K shares
$1.8M · 3K shares
$1.8M · 26K shares
$1.8M · 40K shares
$1.8M · 17K shares
$1.8M · 15K shares
$1.8M · 37K shares
$1.8M · 33K shares
$1.8M · 71K shares
$1.8M · 15K shares
$1.7M · 38K shares
$1.7M · 4K shares
$1.7M · 6K shares
$1.7M · 17K shares
$1.7M · 14K shares
$1.7M · 2K shares
$1.7M · 494 shares
$1.7M · 112K shares
$1.6M · 6K shares
$1.6M · 7K shares
$1.6M · 43K shares
$1.6M · 5K shares
$1.6M · 24K shares
$1.6M · 48K shares
$1.6M · 39K shares
$1.6M · 79K shares
$1.6M · 6K shares
$1.6M · 7K shares
$1.6M · 2K shares
$1.5M · 3K shares
$1.5M · 7K shares
$1.5M · 9K shares
$1.5M · 123K shares
$1.5M · 16K shares
$1.5M · 31K shares
$1.5M · 8K shares
$1.5M · 44K shares
$1.5M · 4K shares
$1.5M · 18K shares
$1.5M · 18K shares
$1.5M · 54K shares
$1.5M · 79K shares
$1.5M · 62K shares
$1.5M · 25K shares
$1.5M · 4K shares
$1.5M · 16K shares
$1.5M · 70K shares
$1.5M · 5K shares
$1.4M · 30K shares
$1.4M · 24K shares
$1.4M · 23K shares
$1.4M · 11K shares
$1.4M · 11K shares
$1.4M · 4K shares
$1.4M · 15K shares
$1.4M · 15K shares
$1.4M · 26K shares
$1.4M · 4K shares
$1.4M · 12K shares
$1.3M · 45K shares
$1.3M · 7K shares
$1.3M · 15K shares
$1.3M · 3K shares
$1.3M · 18K shares
$1.3M · 20K shares
$1.3M · 13K shares
$1.3M · 29K shares
$1.3M · 4K shares
$1.3M · 11K shares
$1.3M · 10K shares
$1.3M · 3K shares
$1.3M · 16K shares
$1.3M · 8K shares
$1.3M · 30K shares
$1.3M · 17K shares
$1.3M · 22K shares
$1.2M · 8K shares
$1.2M · 11K shares
$1.2M · 89K shares
$1.2M · 8K shares
$1.2M · 7K shares
$1.2M · 17K shares
$1.2M · 14K shares
$1.2M · 21K shares
$1.2M · 7K shares
$1.2M · 9K shares
$1.2M · 23K shares
$1.2M · 19K shares
$1.2M · 23K shares
$1.2M · 22K shares
$1.2M · 10K shares
$1.2M · 12K shares
$1.2M · 213K shares
$1.1M · 77K shares
$1.1M · 24K shares
$1.1M · 11K shares
$1.1M · 5K shares
$1.1M · 21K shares
$1.1M · 9K shares
$1.1M · 56K shares
$1.1M · 4K shares
$1.1M · 11K shares
$1.1M · 192K shares
$1.1M · 15K shares
$1.1M · 34K shares
$1.1M · 9K shares
$1.1M · 64K shares
$1.1M · 5K shares
$1.1M · 9K shares
$1.1M · 13K shares
$1.1M · 16K shares
$1.1M · 5K shares
$1.1M · 111K shares
$1.1M · 36K shares
$1.0M · 8K shares
$1.0M · 11K shares
$1.0M · 2K shares
$1.0M · 12K shares
$1.0M · 23K shares
$1.0M · 14K shares
$1.0M · 12K shares
$1.0M · 20K shares
$1.0M · 25K shares
$993K · 7K shares
$993K · 3K shares
$985K · 26K shares
$982K · 33K shares
$961K · 13K shares
$960K · 17K shares
$958K · 12K shares
$954K · 6K shares
$944K · 5K shares
$942K · 3K shares
$937K · 175 shares
$933K · 23K shares
$927K · 10K shares
$925K · 4K shares
$924K · 13K shares
$920K · 14K shares
$914K · 43K shares
$909K · 29K shares
$908K · 5K shares
$905K · 6K shares
$890K · 3K shares
$889K · 953 shares
$884K · 10K shares
$871K · 37K shares
$865K · 6K shares
$852K · 1K shares
$852K · 7K shares
$851K · 3K shares
$850K · 16K shares
$849K · 9K shares
$840K · 5K shares
$834K · 4K shares
$829K · 9K shares
$818K · 14K shares
$817K · 38K shares
$812K · 15K shares
$807K · 16K shares
$804K · 16K shares
$800K · 9K shares
$799K · 31K shares
$798K · 29K shares
$798K · 7K shares
$798K · 14K shares
$796K · 6K shares
PUBLIX SUPER MKTS INCORPORATED
$793K · 39K shares
$789K · 44K shares
$788K · 39K shares
$782K · 8K shares
$782K · 10K shares
$780K · 32K shares
$773K · 14K shares
$767K · 2K shares
$766K · 14K shares
$763K · 19K shares
$757K · 21K shares
$757K · 24K shares
$755K · 14K shares
$753K · 14K shares
$748K · 55K shares
$746K · 32K shares
$741K · 10K shares
$738K · 5K shares
$736K · 117K shares
$731K · 3K shares
$729K · 13K shares
$726K · 5K shares
$724K · 27K shares
$724K · 11K shares
$722K · 4K shares
$718K · 19K shares
$716K · 11K shares
$711K · 7K shares
$707K · 14K shares
$706K · 15K shares
$702K · 14K shares
$701K · 3K shares
$698K · 17K shares
$691K · 11K shares
$691K · 14K shares
$685K · 11K shares
$684K · 17K shares
$681K · 7K shares
$679K · 7K shares
$676K · 18K shares
$675K · 47K shares
$673K · 15K shares
$671K · 9K shares
$669K · 15K shares
$668K · 34K shares
$665K · 11K shares
$662K · 2K shares
$660K · 8K shares
$659K · 6K shares
$658K · 10K shares
$657K · 3K shares
$655K · 4K shares
$654K · 50K shares
$654K · 23K shares
$645K · 4K shares
$644K · 4K shares
$642K · 11K shares
$640K · 3K shares
$638K · 4K shares
$638K · 10K shares
$637K · 4K shares
$633K · 3K shares
$631K · 12K shares
$631K · 3K shares
$630K · 14K shares
$629K · 12K shares
$628K · 5K shares
$627K · 12K shares
$627K · 53K shares
$622K · 23K shares
$621K · 15K shares
$620K · 23K shares
$619K · 10K shares
$616K · 3K shares
$613K · 4K shares
$613K · 3K shares
$609K · 2K shares
$604K · 17K shares
$603K · 6K shares
$601K · 4K shares
$599K · 52K shares
$596K · 4K shares
$588K · 5K shares
$586K · 291 shares
$585K · 18K shares
$585K · 13K shares
$582K · 4K shares
$581K · 11K shares
$578K · 1K shares
$577K · 1K shares
$565K · 732 shares
$562K · 17K shares
$559K · 6K shares
$557K · 1K shares
$553K · 4K shares
$552K · 3K shares
$551K · 8K shares
$549K · 2K shares
$543K · 15K shares
$542K · 2K shares
$540K · 12K shares
$536K · 18K shares
$535K · 12K shares
$532K · 26K shares
$532K · 1K shares
$531K · 3K shares
$530K · 26K shares
$527K · 20K shares
$527K · 872 shares
$526K · 1K shares
$525K · 580 shares
$525K · 3K shares
$524K · 4K shares
$524K · 4K shares
$522K · 11K shares
$521K · 5K shares
$520K · 4K shares
$519K · 242 shares
$514K · 48K shares
$505K · 6K shares
$504K · 10K shares
$504K · 51K shares
$503K · 2K shares
$502K · 14K shares
$501K · 3K shares
$500K · 21K shares
$500K · 15K shares
$496K · 2K shares
$495K · 9K shares
$494K · 2K shares
$493K · 14K shares
$490K · 10K shares
$489K · 16K shares
$488K · 4K shares
$485K · 3K shares
$484K · 20K shares
$481K · 9K shares
$474K · 10K shares
$473K · 28K shares
$473K · 715 shares
$471K · 7K shares
$470K · 5K shares
$468K · 5K shares
$465K · 1K shares
$463K · 9K shares
$461K · 6K shares
$458K · 18K shares
$457K · 788 shares
$455K · 9K shares
$454K · 7K shares
$454K · 8K shares
$454K · 7K shares
$453K · 3K shares
$450K · 10K shares
$446K · 4K shares
$446K · 8K shares
$445K · 10K shares
$444K · 2K shares
$444K · 3K shares
$440K · 3K shares
$439K · 31K shares
$438K · 25K shares
$438K · 4K shares
$435K · 6K shares
$434K · 11K shares
$432K · 2K shares
$432K · 3K shares
$431K · 428 shares
$431K · 2K shares
$430K · 7K shares
$428K · 2K shares
$421K · 16K shares
$420K · 858 shares
$420K · 14K shares
$419K · 68K shares
$419K · 4K shares
$418K · 2K shares
$417K · 3K shares
$417K · 3K shares
$412K · 14K shares
$411K · 1K shares
$409K · 4K shares
$408K · 10K shares
$406K · 3K shares
$406K · 11K shares
$405K · 8K shares
$404K · 14K shares
$403K · 10K shares
$403K · 3K shares
$402K · 14K shares
$402K · 3K shares
$401K · 16K shares
$401K · 2K shares
$400K · 40K shares
$398K · 4K shares
$398K · 4K shares
$398K · 5K shares
$397K · 2K shares
$394K · 8K shares
$393K · 10K shares
$391K · 15K shares
$390K · 5K shares
$388K · 17K shares
$388K · 6K shares
$387K · 1K shares
$386K · 9K shares
$385K · 16K shares
$381K · 7K shares
$377K · 1K shares
$376K · 10K shares
$376K · 48K shares
$375K · 13K shares
$374K · 7K shares
$373K · 6K shares
$373K · 7K shares
$373K · 6K shares
$372K · 5K shares
$370K · 105K shares
$370K · 15K shares
$368K · 303 shares
$368K · 4K shares
$366K · 5K shares
$366K · 24K shares
$364K · 1K shares
$362K · 6K shares
$360K · 3K shares
$359K · 14K shares
$358K · 4K shares
$356K · 2K shares
$351K · 99K shares
$350K · 5K shares
$350K · 3K shares
$348K · 6K shares
$346K · 8K shares
$344K · 5K shares
$344K · 11K shares
$344K · 10K shares
$341K · 12K shares
$339K · 867 shares
$338K · 24K shares
$337K · 7K shares
$335K · 5K shares
$335K · 899 shares
$335K · 4K shares
$333K · 3K shares
$333K · 2K shares
$331K · 1K shares
$330K · 4K shares
$329K · 2K shares
$328K · 13K shares
$328K · 10K shares
$327K · 6K shares
$327K · 9K shares
$327K · 52K shares
$326K · 11K shares
$326K · 884 shares
$326K · 8K shares
$325K · 11K shares
$325K · 12K shares
$323K · 1K shares
$322K · 6K shares
$321K · 14K shares
$320K · 1K shares
$320K · 3K shares
$316K · 7K shares
$313K · 24K shares
$312K · 13K shares
$311K · 4K shares
$310K · 21K shares
$310K · 994 shares
$309K · 24K shares
$309K · 3K shares
$309K · 12K shares
$308K · 13K shares
$306K · 9K shares
$306K · 5K shares
$306K · 2K shares
$303K · 2K shares
$302K · 14K shares
$299K · 886 shares
$298K · 7K shares
$298K · 20K shares
$297K · 2K shares
$294K · 7K shares
$294K · 3K shares
$293K · 6K shares
$293K · 2K shares
$292K · 9K shares
$292K · 3K shares
$291K · 11K shares
$291K · 8K shares
$291K · 12K shares
$289K · 39K shares
$288K · 2K shares
$288K · 508 shares
$287K · 3K shares
$285K · 13K shares
$283K · 5K shares
$283K · 6K shares
$283K · 19K shares
$282K · 4K shares
$281K · 3K shares
$281K · 2K shares
$281K · 212 shares
$280K · 3K shares
$280K · 537 shares
$278K · 4K shares
$277K · 4K shares
$277K · 7K shares
$276K · 5K shares
$274K · 564 shares
$273K · 3K shares
$273K · 6K shares
$273K · 3K shares
$272K · 8K shares
$272K · 1K shares
$271K · 3K shares
$269K · 457 shares
$269K · 2K shares
$269K · 2K shares
$268K · 9K shares
$268K · 3K shares
$266K · 2K shares
$266K · 6K shares
$266K · 22K shares
$265K · 822 shares
$265K · 4K shares
$264K · 12K shares
$263K · 3K shares
$263K · 35K shares
$262K · 5K shares
$260K · 1K shares
$258K · 567 shares
$257K · 6K shares
$256K · 7K shares
$254K · 3K shares
$254K · 919 shares
$254K · 31K shares
$253K · 18K shares
$253K · 4K shares
$253K · 14K shares
$252K · 5K shares
$251K · 1K shares
$251K · 7K shares
$251K · 3K shares
$250K · 5K shares
$250K · 6K shares
$249K · 3K shares
$248K · 4K shares
$248K · 1K shares
$247K · 404 shares
$247K · 9K shares
$246K · 5K shares
$246K · 4K shares
$245K · 14K shares
$244K · 3K shares
$241K · 1K shares
$241K · 2K shares
$240K · 3K shares
$240K · 2K shares
$240K · 3K shares
$238K · 5K shares
$238K · 3K shares
$237K · 1K shares
$237K · 16K shares
$236K · 2K shares
$232K · 4K shares
$231K · 2K shares
$231K · 4K shares
$229K · 4K shares
$228K · 8K shares
$228K · 1K shares
$228K · 574 shares
$227K · 668 shares
$227K · 4K shares
$227K · 5K shares
$226K · 3K shares
$226K · 938 shares
$225K · 2K shares
$225K · 19K shares
$224K · 8K shares
$223K · 11K shares
$223K · 24K shares
$222K · 1K shares
$222K · 4K shares
$221K · 4K shares
$219K · 18K shares
$219K · 524 shares
$219K · 911 shares
$219K · 13K shares
$218K · 2K shares
$218K · 2K shares
$217K · 1K shares
$216K · 3K shares
$216K · 16K shares
$216K · 3K shares
$216K · 3K shares
$215K · 2K shares
$214K · 4K shares
$214K · 6K shares
$214K · 2K shares
$214K · 6K shares
$213K · 264 shares
$213K · 844 shares
$213K · 2K shares
$212K · 10K shares
$212K · 851 shares
$212K · 3K shares
$212K · 3K shares
$212K · 4K shares
$211K · 2K shares
$210K · 12K shares
$210K · 11K shares
$208K · 5K shares
$208K · 1K shares
$208K · 2K shares
$207K · 7K shares
$207K · 3K shares
$206K · 1K shares
$206K · 7K shares
$206K · 11K shares
$205K · 903 shares
$205K · 2K shares
$205K · 5K shares
$204K · 3K shares
$203K · 23K shares
$202K · 2K shares
$201K · 3K shares
$200K · 7K shares
$200K · 1K shares
$197K · 20K shares
$193K · 11K shares
$191K · 14K shares
$186K · 15K shares
$175K · 17K shares
$171K · 11K shares
$169K · 13K shares
$167K · 12K shares
$165K · 22K shares
$163K · 23K shares
$159K · 12K shares
$157K · 12K shares
$154K · 10K shares
$152K · 14K shares
$146K · 13K shares
$142K · 10K shares
$141K · 15K shares
$138K · 11K shares
$129K · 36K shares
$122K · 30K shares
$116K · 17K shares
$114K · 12K shares
$98K · 12K shares
$88K · 11K shares
$86K · 16K shares
$86K · 15K shares
$84K · 14K shares
$76K · 15K shares
$71K · 14K shares
$71K · 13K shares
$65K · 14K shares
$60K · 11K shares
$52K · 100K shares
$40K · 52K shares
$25K · 11K shares
$19K · 11K shares
$0 · 22K shares
$0 · 26K shares
$0 · 22K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services426$1.1B51.8%
Technology91$353.7M16.9%
Unknown71$168.8M8.1%
Industrials59$101.4M4.8%
Consumer Cyclical41$90.5M4.3%
Communication Services25$75.5M3.6%
Healthcare48$69.0M3.3%
Consumer Defensive20$39.1M1.9%
Energy29$36.8M1.8%
Utilities21$32.5M1.6%
Real Estate19$27.9M1.3%
Basic Materials19$14.6M0.7%