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
601Rocket Cos Inc 20,856297.2K $
602Permian Resources Corp 13,902296.4K $
603iShares Core MSCI Europe ETF 4,209295.8K $
604PIMCO ETF Trust 3,205295.8K $
605GE HealthCare Technologies Inc 4,149295.3K $
606Select Sector Spdr Trust 3,596294.8K $
607First Trust Exchange-Traded Fund VIII 7,022292.7K $
608Cipher Digital Inc 22,650291.5K $
609Hawaiian Electric Industries Inc 19,629291.3K $
610WP Carey Inc 4,268290K $
611iShares Russell 2000 Growth ETF 914286.9K $
612Shell PLC 3,083286.7K $
613iShares Trust 5,724286.5K $
614Cava Group Inc 3,536286.1K $
615S&P Global Inc 669284.7K $
616iShares Core 80/20 Aggressive 3,202283.3K $
617Nuveen Preferred & Income Opportunities Fund 37,182280.4K $
618SPDR Gold MiniShares Trust 3,011279.1K $
619First Trust Exchange-Traded AlphaDEX Fund 1,806278.4K $
620iShares Trust 4,056277.7K $
621WisdomTree Trust 5,567276.6K $
622Fortinet Inc 3,372275.6K $
623Vanguard FTSE Europe ETF 3,337275.1K $
624Sirius XM Holdings Inc 11,913274.9K $
625Sterling Infrastructure Inc 675274.9K $
626iShares Convertible Bond ETF 2,675272.3K $
627Biogen Inc 1,482271.7K $
628State Street SPDR S&P Homebuilders ETF 2,744270.9K $
629VanEck ETF Trust 2,257270.9K $
630Globalstar Inc 4,076270.7K $
631iShares S&P Mid-Cap 400 Value ETF 2,038270K $
632First Trust Exchange-Traded AlphaDEX Fund 2,102269.6K $
633Huntington Bancshares Inc/OH 17,138268.2K $
634Invesco Exchange-Traded Fund T 4,911267.9K $
635Permian Basin Royalty Trust 12,439267.7K $
636Hormel Foods Corp 11,796267.2K $
637EQT Corp 4,197267.1K $
638Spinnaker ETF Series 6,550266.8K $
639Diamondback Energy Inc 1,346266.3K $
640iShares Core MSCI International Developed Markets ETF 3,178265.6K $
641NuScale Power Corp 24,413264.6K $
642Vanguard Scottsdale Funds 4,438264.3K $
643Teva Pharmaceutical Industries Ltd 8,734263.1K $
644Intuit Inc 607262.5K $
645Nuveen S&P 500 Dynamic Overwrite Fund 16,295261.9K $
646Huntington Ingalls Industries, Inc. 687261K $
647FirstEnergy Corp 5,135260.1K $
648Cadence Design Systems Inc 936260.1K $
649Mineralys Therapeutics Inc 9,600260.1K $
650First Trust Exchange-Traded Fund VIII 4,866259.8K $
651Ross Stores Inc 1,197259.2K $
652Vanguard International Dividend Appreciation ETF 2,926258.8K $
653Airbnb Inc 2,048258.6K $
654Lumentum Holdings Inc 365256.5K $
655IonQ Inc 8,882256.1K $
656NANO Nuclear Energy Inc 12,456255.1K $
657iShares MSCI Japan ETF 3,011254.2K $
658Microchip Technology Inc 3,923253.4K $
659Bank of Montreal 4,241252.8K $
660State Street SPDR S&P Emerging Markets Small Cap ETF 3,821252.6K $
661Newmont Corp 2,333252.6K $
662Vanguard Malvern Funds 5,047252.1K $
663iShares U.S. Infrastructure ETF 4,403251.9K $
664Halliburton Co 6,454251.6K $
665Northern Trust Corp 1,802251.5K $
666Packaging Corp of America 1,184251.2K $
667Invesco Russell 1000 Dynamic Multifactor ETF 4,175251K $
668Kroger Co/The 3,448249.5K $
669Axon Enterprise Inc 581246.7K $
670Pimco Dynamic Income Fd 14,286244.4K $
671iShares Trust 3,769244.1K $
672T-Mobile US Inc 1,151241.8K $
673Global X Uranium ETF 4,992241.8K $
674Mondelez International Inc 4,185241.2K $
675Expand Energy Corp 2,188240.2K $
676WEC Energy Group Inc 2,068239.5K $
677Howmet Aerospace Inc 1,039239.4K $
678TransDigm Group Inc 206238.7K $
679Hartford Insurance Group Inc/The 1,752236.9K $
680First Trust Exchange-Traded AlphaDEX Fund II 4,332236.6K $
681IDACORP Inc 1,653236.3K $
682Altimmune Inc 76,500235.6K $
683Global X Funds 3,178235K $
684Chewy Inc 8,685234.5K $
685Unilever PLC 4,096233.3K $
686Goldman Sachs MarketBeta US Equity ETF 2,594232.4K $
687Curtiss-Wright Corp 341232.3K $
688Otis Worldwide Corp 3,008231.9K $
689Sony Group Corp 11,177231.4K $
690MFA Financial Inc 24,000229.9K $
691BlackRock ETF Trust 5,562228.4K $
692First Trust Exchange-Traded Fund VIII 7,232227.5K $
693Twilio Inc 1,802226.7K $
694United Rentals Inc 310225.9K $
695Pinnacle Financial Partners Inc 2,614225.2K $
696Essential Utilities Inc 5,585224.9K $
697Alcoa Corp 3,388224.7K $
698Sumitomo Mitsui Financial Group Inc 11,365224.5K $
699Hershey Co/The 1,079224.4K $
700TCW Flexible Income ETF 5,681223.1K $