Titelia

Holdings of KINGSWOOD WEALTH ADVISORS, LLC

772 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 21.6 % of the equity sleeve

Sector breakdown

  • Technology 15.0 %
  • Funds 7.2 %
  • Industrials 5.2 %
  • Financials 4.4 %
  • Consumer discretionary 3.9 %
  • Communication 3.8 %
  • Health care 3.0 %
  • Consumer staples 2.4 %
  • Energy 1.6 %
  • Utilities 1.6 %
  • Materials 0.5 %
  • Real estate 0.4 %
  • Unattributed 50.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.3 %
  • TW 0.3 %
  • GB 0.2 %
  • NL 0.1 %
  • DK 0.0 %
  • DE 0.0 %
  • IL 0.0 %
  • CA 0.0 %
  • JP 0.0 %
  • IE 0.0 %
  • KY 0.0 %
  • ES 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US7561.9B $99.31 %
2TW15.8M $0.30 %
3GB53.5M $0.18 %
4NL12.2M $0.11 %
5DK1405.2K $0.02 %
6DE1297.2K $0.02 %
7IL1263.1K $0.01 %
8CA1252.8K $0.01 %
9JP1224.5K $0.01 %
10IE1223K $0.01 %
11KY2218.1K $0.01 %
12ES1157.9K $0.01 %

Positions

RankCompanySharesValueWeight
301Phillips 66 6,6191.2M $
302Fidelity Covington Trust 21,6481.2M $
303Abbott Laboratories 11,6061.2M $
304iShares Trust 27,8321.2M $
305FedEx Corp 3,3091.2M $
306BlackRock ETF Trust 20,1691.2M $
307State Street SPDR S&P Regional Banking ETF 17,8981.2M $
308Arista Networks Inc 9,4101.2M $
309J.P. MORGAN EXCHANGE-TRADED FUND TRUST 9,8541.2M $
310iShares MSCI EAFE ETF 11,8481.2M $
311British American Tobacco PLC 19,5951.1M $
312Blackrock Inc 1,1821.1M $
313Lam Research Corp 5,3161.1M $
314Interactive Brokers Group Inc 16,8551.1M $
315Vanguard Whitehall Funds 11,8911.1M $
316Quanta Services Inc 2,0231.1M $
317Aflac Inc 10,1181.1M $
318Invesco S&P MidCap Momentum ET 7,6301.1M $
319iShares Trust 14,8691.1M $
320American Express Co 3,6501.1M $
321CoreWeave Inc 14,2131.1M $
322Global X Funds 27,9411.1M $
323Humana Inc 6,2731.1M $
324CVS Health Corp 15,0061.1M $
325FS KKR Capital Corp 104,6511.1M $
326Westinghouse Air Brake Technologies Corp 4,2421.1M $
327Williams Cos Inc/The 14,5281.1M $
328Vanguard Real Estate ETF 11,9071.1M $
329BitMine Immersion Technologies Inc 52,7001M $
330Schwab U.S. Large-Cap ETF 40,6191M $
331abrdn Income Credit Strategies Fund 203,9711M $
332CAPITAL GROUP GLOBAL EQUITY ETF 34,0861M $
333First Trust Exchange-Traded Fund VIII 20,7581M $
334iShares Trust 12,8341M $
335iShares Trust 19,678996.3K $
336iShares Core MSCI Total International Stock ETF 11,682994.2K $
337Emerson Electric Co. 7,546987.9K $
338ServiceNow Inc 9,333975.8K $
339BlackRock Enhanced Equity Dividend Trust 112,834972.6K $
340iShares Trust 4,569964.8K $
341Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 12,806962.9K $
342Travelers Cos Inc/The 3,257950.1K $
343SPDR Series Trust 16,765948.6K $
344Thermo Fisher Scientific Inc 1,915941.3K $
345O'Reilly Automotive Inc 10,076930.1K $
346State Street SPDR Portfolio High Yield Bond ETF 39,605923.6K $
347BP PLC 19,612921.8K $
348Charles Schwab Corp/The 9,753916.6K $
349Starbucks Corp 10,170911.1K $
350Autodesk Inc 3,801910K $
351Vanguard World Fund 6,273909.3K $
352Devon Energy Corp 17,993905.4K $
353Coinbase Global Inc 5,145898.4K $
354Vistra Corp 5,726860.7K $
355AppLovin Corp 2,156858.1K $
356Enterprise Products Partners LP 22,606855.4K $
357Vanguard Total Bond Market ETF 11,604854.6K $
358Ishares S&p 100 Etf 2,667848.3K $
359Virtus Artificial Intelligence & Technology Opportunities Fund 39,423844K $
360Janus Detroit Street Trust 16,659839.1K $
3613M Co 5,766837.3K $
362iShares ESG Aware MSCI EAFE ETF 8,638826K $
363Ingersoll Rand Inc 10,275823.2K $
364Cloudflare Inc 3,985822.3K $
365Amprius Technologies Inc 48,705821.2K $
366ProShares Trust 19,678820.2K $
367First Industrial Realty Trust Inc 13,938806.3K $
368San Juan Basin Royalty Trust 165,950796.6K $
369ClearBridge Energy Midstream O 14,989791.7K $
370First Trust Exchange-Traded Fund VIII 15,655787.9K $
371SPDR INDEX SHARES FUNDS 12,668786.4K $
372Vanguard International Equity Index Funds 14,540785.9K $
373Sysco Corp 11,006785K $
374Generac Holdings Inc 3,984778.2K $
375iShares Russell Mid-Cap Value 5,295771.7K $
376SPDR Series Trust 14,017770.9K $
377State Street Health Care Select Sector SPDR ETF 5,256770.6K $
378KLA Corp 522768.6K $
379PNC Financial Services Group Inc/The 3,684766.6K $
380Corteva Inc 9,110762.5K $
381Quest Diagnostics Inc 3,868758.1K $
382Jabil Inc 2,801743.9K $
383Stryker Corp 2,256741.2K $
384SPDR Series Trust 2,903737.2K $
385Digital Realty Trust Inc 4,086736.4K $
386Southern Copper Corp 4,274735.3K $
387US Bancorp 13,994727.8K $
388Realty Income Corp 11,881726.9K $
389VictoryShares Free Cash Flow ETF 18,386725.9K $
390iShares Trust 7,460725.3K $
391First Trust Exchange-Traded Fund IV 14,878724.7K $
392WisdomTree Trust 4,566724K $
393VanEck Emerging Markets High Y 36,471719.6K $
394iShares Trust 13,935710K $
395First Trust Exchange-Traded Fund VIII 13,674708.1K $
396Illinois Tool Works Inc 2,717707.2K $
397First Trust Exchange-Traded Fund II 14,236706K $
398Regions Financial Corp 26,965704.3K $
399Booking Holdings Inc 166699.3K $
400Vail Resorts Inc 5,428696.5K $