KINGSWOOD WEALTH ADVISORS, LLC
928 holdingsFiling period: 2026-03-31Current AUM: $2.36Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | 308.5K | $78.3M | $95.3M | 4.05% | -3,372 | 2026-03-31 |
| 2 | SPY | SPDR S&P 500 ETF | 83.0K | $53.9M | $62.0M | 2.63% | -4,336 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 299.6K | $52.2M | $60.1M | 2.55% | -9,560 | 2026-03-31 |
| 4 | QQQ | INVESCO QQQ TR | 83.6K | $48.3M | $57.5M | 2.44% | +8.9K | 2026-03-31 |
| 5 | VTV | VANGUARD VALUE ETF | 188.1K | $36.9M | $41.4M | 1.76% | -10,118 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORPORATION | 96.4K | $35.7M | $44.8M | 1.90% | +3.2K | 2026-03-31 |
| 7 | AMZN | AMAZON COM INCORPORATED | 156.7K | $32.6M | $42.6M | 1.81% | +2.2K | 2026-03-31 |
| 8 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 49.1K | $29.3M | $33.7M | 1.43% | -103 | 2026-03-31 |
| 9 | SPYM | SPDR PORTFOLIO S&P 500 ETF | 355.5K | $27.2M | $31.2M | 1.32% | -7,404 | 2026-03-31 |
| 10 | AVGO | BROADCOM INCORPORATED | 79.0K | $24.5M | $30.8M | 1.31% | -613 | 2026-03-31 |
| 11 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 835.6K | $24.3M | $28.6M | 1.21% | -176,800 | 2026-03-31 |
| 12 | SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 518.0K | $23.6M | $25.9M | 1.10% | -6,217 | 2026-03-31 |
| 13 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 65.1K | $20.9M | $24.0M | 1.02% | +5.9K | 2026-03-31 |
| 14 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 72.0K | $20.7M | $25.6M | 1.09% | +1.7K | 2026-03-31 |
| 15 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 95.5K | $20.5M | $22.8M | 0.97% | +4.3K | 2026-03-31 |
| 16 | IVV | ISHARES TR CORE S&P500 ETF | 27.8K | $18.1M | $20.8M | 0.88% | +2.0K | 2026-03-31 |
| 17 | JPM | JPMORGAN CHASE & COMPANY. | 60.3K | $17.7M | $21.2M | 0.90% | -932 | 2026-03-31 |
| 18 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 61.5K | $17.6M | $21.9M | 0.93% | +672 | 2026-03-31 |
| 19 | CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | 387.5K | $15.6M | $17.4M | 0.74% | -78,116 | 2026-03-31 |
| 20 | META | META PLATFORMS INCORPORATED CLASS A | 26.8K | $15.3M | $14.9M | 0.63% | +97 | 2026-03-31 |
| 21 | CAT | CATERPILLAR INCORPORATED | 21.4K | $15.1M | $17.4M | 0.74% | -1,189 | 2026-03-31 |
| 22 | GBTC | GRAYSCALE BITCOIN TRUST ETF | 280.0K | $14.8M | $13.6M | 0.58% | -3,875 | 2026-03-31 |
| 23 | TSLA | TESLA INCORPORATED | 36.9K | $13.7M | $11.5M | 0.49% | +319 | 2026-03-31 |
| 24 | TPL | TEXAS PACIFIC LAND CORPORATION | 28.7K | $13.6M | $11.6M | 0.49% | +16.8K | 2026-03-31 |
| 25 | WMT | WALMART INCORPORATED | 107.4K | $13.3M | $11.9M | 0.51% | +722 | 2026-03-31 |
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