KINGSWOOD WEALTH ADVISORS, LLC Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$2.1B
Holdings
869
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (869 positions)
| Stock | Value |
|---|---|
JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS | $2.1M |
GRNYFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $2.1M |
CMICUMMINS INCORPORATED | $2.1M |
UBERUBER TECHNOLOGIES INCORPORATED | $2.1M |
ETHAISHARES ETHEREUM TRUST ETF | $2.1M |
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $2.1M |
INTCINTEL CORPORATION | $2.0M |
SHOPSHOPIFY INCORPORATED CLASS A SUB VTG SHS | $2.0M |
GDXVANECK GOLD MINERS ETF | $2.0M |
DWDMORGAN STANLEY COM NEW | $2.0M |
ISRGINTUITIVE SURGICAL INCORPORATED COM NEW | $2.0M |
FCXFREEPORT-MCMORAN INCORPORATED CLASS B | $2.0M |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $2.0M |
AQLTISHARES TR CORE MSCI EAFE | $2.0M |
4I1PHILIP MORRIS INTERNATIONAL INCORPORATED | $2.0M |
IAU*ISHARES GOLD TR ISHARES NEW | $1.9M |
HDVISHARES TR CORE HIGH DV ETF | $1.9M |
BXBLACKSTONE INCORPORATED | $1.9M |
TJXTJX COMPANIES INCORPORATED NEW | $1.9M |
STTSTATE STR CORPORATION | $1.9M |
DISDISNEY WALT COMPANY | $1.9M |
IWDISHARES TR RUS 1000 VAL ETF | $1.9M |
SCHBSCHWAB U.S. BROAD MARKET ETF | $1.9M |
USFRWISDOMTREE TRUST WISDOMTREE FLOATING RATE TREASURY FUND | $1.9M |
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $1.9M |
DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $1.9M |
COFCAPITAL ONE FINL CORPORATION | $1.9M |
VHTVANGUARD HEALTH CARE ETF | $1.9M |
MDTMEDTRONIC PLC SHS | $1.9M |
IUSGISHARES TR CORE S&P US GWT | $1.9M |
XSMOINVESCO S&P SMALLCAP MOMENTUM ETF | $1.8M |
TAT&T INCORPORATED | $1.8M |
NOCNORTHROP GRUMMAN CORPORATION | $1.8M |
SYLDCAMBRIA SHAREHOLDER YIELD ETF | $1.8M |
FXUFIRST TRUST UTILITIES ALPHADEX FUND | $1.8M |
MOATVANECK MORNINGSTAR WIDE MOAT ETF | $1.8M |
TRVCCITIGROUP INCORPORATED COM NEW | $1.8M |
JCPBJPMORGAN CORE PLUS BOND ETF | $1.8M |
BINCiShares Flexible Income Active ETF | $1.8M |
PFEPFIZER INCORPORATED | $1.8M |
AEPAMERICAN ELEC PWR COMPANY INCORPORATED | $1.8M |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.7M |
VOOGVANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS | $1.7M |
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.7M |
AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $1.7M |
GPCGENUINE PARTS COMPANY | $1.7M |
ASMLASML HOLDING N V N Y REGISTRY SHS | $1.7M |
AZOAUTOZONE INCORPORATED | $1.7M |
FSKFS KKR CAP CORPORATION | $1.7M |
HUMHUMANA INCORPORATED | $1.6M |
UNPUNION PAC CORPORATION | $1.6M |
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $1.6M |
AMGNAMGEN INCORPORATED | $1.6M |
IEMGISHARES INCORPORATED CORE MSCI EMKT | $1.6M |
MARMFT VEST U.S. EQUITY MAX BUFFER ETF-MARCH | $1.6M |
XYLDGLOBAL X S&P 500 COVERED CALL ETF | $1.6M |
EIPIFT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | $1.6M |
VOTVANGUARD MID-CAP GROWTH ETF | $1.6M |
ITA*ISHARES TR US AER DEF ETF | $1.6M |
MCKMCKESSON CORPORATION | $1.6M |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $1.5M |
VBRVANGUARD SMALL-CAP VALUE ETF | $1.5M |
VRTVERTIV HOLDINGS COMPANY COM CLASS A | $1.5M |
OBDCBLUE OWL CAPITAL CORPORATION | $1.5M |
DRIDARDEN RESTAURANTS INCORPORATED | $1.5M |
TFCTRUIST FINL CORPORATION | $1.5M |
TDIVFIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $1.5M |
BUFRFT VEST LADDERED BUFFER ETF | $1.5M |
OEFISHARES TR S&P 100 ETF | $1.5M |
GEHCGE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | $1.5M |
SPTMSPDR PORTFOLIO S P 1500 CMPST ST ETF | $1.5M |
FNDXSCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S LARGE COMPANY ETF | $1.5M |
STEWSRH TOTAL RETURN FUND INCORPORATED | $1.5M |
FTHIFIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST BUYWRITE INCOME ETF | $1.5M |
MOALTRIA GROUP INCORPORATED | $1.5M |
MGKVANGUARD MEGA CAP GROWTH ETF | $1.5M |
COPCONOCOPHILLIPS | $1.5M |
SCHHSCHWAB U.S. REIT ETF | $1.5M |
CITHE CIGNA GROUP | $1.5M |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1.4M |
DYNFBLACKROCK ETF TRUST ISHARES U S EQUITY FACTOR ROTATION ACTIVE ETF | $1.4M |
VEGNUS VEGAN CLIMATE ETF | $1.4M |
ABTABBOTT LABS | $1.4M |
MTRNMATERION CORPORATION | $1.4M |
ADBEADOBE INCORPORATED | $1.4M |
VONVVANGUARD RUSSELL 1000 VALUE ETF | $1.4M |
EMBISHARES TR JPMORGAN USD EMG | $1.4M |
TQQQPROSHARES TRUST ULTRAPRO QQQ | $1.4M |
CEGCONSTELLATION ENERGY CORPORATION | $1.4M |
LQDISHARES TR IBOXX INV CP ETF | $1.4M |
CMCSACOMCAST CORPORATION NEW CLASS A | $1.3M |
PANWPALO ALTO NETWORKS INCORPORATED | $1.3M |
ORLYOREILLY AUTOMOTIVE INCORPORATED | $1.3M |
DEDEERE & COMPANY | $1.3M |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $1.3M |
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $1.3M |
NULVNUVEEN ESG LARGE CAP VALUE ETF | $1.3M |
NULGNUVEEN ESG LARGE CAP GROWTH ETF | $1.3M |
SOXXISHARES TR ISHARES SEMICDTR | $1.3M |
BBUSJ P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS US EQUITY ETF | $1.3M |