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
401iShares Trust 13,004693.8K $
402Blue Owl Capital Inc 75,605690.3K $
403Dominion Energy Inc 11,137688.5K $
404Campbell's Company/The 30,795685.8K $
405Pacer Trendpilot US Large Cap 13,050684.6K $
406iShares Trust 7,868682.1K $
407Fidelity National Information Services Inc 14,469678.7K $
408VANGUARD WORLD FUND 2,843671.9K $
409VANGUARD ENERGY ETF VANGUARD ENERGY ETF 3,880671.4K $
410First Trust Exchange-Traded Fund VIII 12,251670.4K $
411Best Buy Co Inc 10,416668.7K $
412State Street Materials Select Sector SPDR ETF 13,293664.2K $
413AGNC Investment Corp 66,211664.1K $
414Masco Corp 10,988663.3K $
415iShares U.S. Financials ETF 5,586657.2K $
416Carrier Global Corp 11,607653.6K $
417Automatic Data Processing Inc 3,208651.8K $
418Amphenol Corp 5,148650.5K $
419KeyCorp 32,252646.6K $
420iShares Trust 5,450645.5K $
421Zoetis Inc 5,449644.1K $
422First Trust Exchange-Traded Fund III 13,546644K $
423Equity Residential 10,809639.4K $
424CAPITAL GROUP MUNICIPAL INCOME ETF 23,406635.5K $
425Adobe Inc 2,602632.5K $
426SPDR Series Trust 10,565625.7K $
427Pacer Funds Trust 9,991625K $
428Kimberly-Clark Corp 6,459623.1K $
429Neuberger Next Generation Connectivity Fund Inc. 48,374622.6K $
430Monolithic Power Systems Inc 569622.1K $
431iShares Trust 26,945617.3K $
432Schwab Strategic Trust 11,831615K $
433Electronic Arts Inc 3,008613.2K $
434Vertex Pharmaceuticals Inc 1,353604.2K $
435Nucor Corp 3,563602.6K $
436Paychex Inc 6,510599.7K $
437GSK PLC 10,814596.8K $
438Raymond James Financial Inc 4,118596.2K $
439Regeneron Pharmaceuticals, Inc. 765591.3K $
440First Trust Exchange-Traded Fund VIII 11,158589.1K $
441iShares Biotechnology ETF 3,423577.9K $
442First Trust Exchange-Traded Fund VIII 11,410575.2K $
443SPDR Series Trust 12,637573K $
444CSX Corp 13,942572.3K $
445Vanguard Financials ETF 4,707568.7K $
446Schwab U.S. Aggregate Bond ETF 24,470568.2K $
447Constellation Brands Inc 3,779566.8K $
448EOG Resources Inc 3,915566K $
449SPX Technologies Inc 2,829565.6K $
450First Busey Corp 22,252562.3K $
451iShares Expanded Tech Sector ETF 4,694556.3K $
452Cardinal Health, Inc. 2,537536.2K $
453Fidelity Covington Trust 14,861534.4K $
454MercadoLibre Inc 309534.3K $
455Wisdomtree Trust 12,958528.7K $
456Yum! Brands Inc 3,394527.7K $
457Archer-Daniels-Midland Co 7,252527.2K $
458Direxion Shares ETF Trust 11,906525.4K $
459Vanguard Charlotte Funds 10,932525.3K $
460Hilton Worldwide Holdings Inc 1,722523.6K $
461Take-Two Interactive Software Inc 2,646522.6K $
462PIMCO ETF TR 5,437521K $
463Alibaba Group Holding Ltd 4,150520.6K $
464First Trust Exchange-Traded Fund IV 20,260517.6K $
465Avantis Short-Term Fixed Income ETF 11,039516.6K $
466TALEN ENERGY CORP 1,589507.3K $
467UDR Inc 14,987506.3K $
468Ishares Inc 6,414504.5K $
469FIRST TRUST EXCHANGE-TRADED FUND VII 17,535503.4K $
470National Grid PLC 5,946503K $
471SELECT SECTOR SPDR TRUST (THE) 4,537502.9K $
472Consolidated Edison Inc 4,430501.4K $
473iShares Trust 4,966500.2K $
474Ethereum Investment Trust 29,212498.6K $
475Ford Motor Co 43,186498.4K $
476SPDR Series Trust 1,515493.9K $
477SPDR Series Trust 16,315490.6K $
478VANGUARD WORLD FUND 1,353485.7K $
479Tractor Supply Co 10,551478K $
480Pacer US Cash Cows Growth ETF 8,806476.1K $
481iShares ESG Aware MSCI USA ETF 3,356474.6K $
482WW Grainger Inc 435474.5K $
483Astera Labs Inc 4,300471.3K $
484Vanguard World Fund 2,368469.2K $
485iShares MBS ETF 4,919467.1K $
486VanEck Merk Gold ETF 10,295463.8K $
487Vanguard Tax-Exempt Bond Index ETF 9,264462.2K $
488SCHWAB STRATEGIC TRUST 11,977458.2K $
489ISHARES TRUST 5,714457.4K $
490Apollo Global Management Inc 4,091455.8K $
491iShares S&P Mid-Cap 400 Growth ETF 4,522455K $
492Direxion Shares ETF Trust 2,450453K $
493First Citizens BancShares Inc/NC 240452.3K $
494Marriott International Inc/MD 1,382452K $
495BWX Technologies Inc 2,183446.4K $
496Terawulf Inc 30,837445K $
497Global X Artificial Intelligence & Technology ETF 9,492443K $
498iShares Trust 4,314441.1K $
499First Trust Exchange-Traded Fund VIII 9,233440.2K $
500Ares Capital Corp 24,320438.3K $