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
101iShares Trust 31,5694.7M $
102Vanguard Total International S 59,6574.6M $
103Procter & Gamble Co/The 31,7864.6M $
104Oracle Corp 30,8974.5M $
105Landbridge Co LLC 65,7324.5M $
106Duke Energy Corp 34,5224.5M $
107Wisdomtree Trust 50,5504.5M $
108Texas Instruments Inc 23,0164.5M $
109Cisco Systems, Inc. 56,6874.4M $
110McDonald's Corp. 13,8564.3M $
111General Dynamics Corp 12,5054.3M $
112iShares National Muni Bond ETF 40,0624.3M $
113Analog Devices Inc 13,2854.2M $
114iShares Core S&P Mid-Cap ETF 62,4394.2M $
115First Trust NASDAQ Cybersecuri 66,4304.2M $
116Schwab Strategic Trust 136,3414.2M $
117SELECT SECTOR SPDR TRUST (THE) 31,1194.1M $
118GE Vernova Inc 4,6814.1M $
119Vanguard FTSE All-World ex-US ETF 54,2014.1M $
120Invesco S&P 500 Momentum ETF 34,6463.9M $
121FIDELITY COVINGTON TRUST 65,4403.9M $
122VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF 17,0563.8M $
123Applied Materials Inc 11,2443.8M $
124Merck & Co Inc 31,1733.7M $
125iShares Core S&P Small-Cap ETF 30,1363.7M $
126Global X Funds 112,2183.7M $
127Cheniere Energy Inc 12,9413.7M $
128Honeywell International Inc 16,1783.7M $
129Prologis Inc 27,5023.6M $
130SPDR Series Trust 36,9483.6M $
131Berkshire Hathaway Inc 53.6M $
132State Street SPDR S&P 600 Smal 37,1183.6M $
133Vanguard Total World Stock ETF 25,7703.6M $
134iShares Trust 31,4003.6M $
135Mastercard Inc 7,1043.5M $
136First Trust Health Care AlphaDEX Fund 32,1643.5M $
137Capital Group Global Growth Equity ETF 101,5653.4M $
138Select Sector Spdr Trust 30,8263.4M $
139Motorola Solutions Inc 7,7173.3M $
140Sandisk Corp/DE 5,1833.3M $
141WisdomTree Trust 65,2333.3M $
142CME Group Inc 10,9453.2M $
143PGIM ETF Trust 64,9293.2M $
144Schwab Fundamental International Equity Etf 64,8263.2M $
145Marathon Petroleum Corp 12,9183.2M $
146iShares 5-10 Year Investment Grade Corporate Bond ETF 58,8973.1M $
147Vanguard World Fund 13,7403.1M $
148General Electric Co 10,8303.1M $
149FIDELITY COVINGTON TRUST 44,8713.1M $
150Bloom Energy Corp 22,1523M $
151INVESCO EXCHANGE-TRADED FUND TRUST II 12,5443M $
152Vanguard Intermediate-Term Corporate Bond ETF 35,9063M $
153SPDR Series Trust 61,3072.9M $
154State Street SPDR Portfolio Emerging Markets ETF 62,8382.9M $
155Global X SuperDividend ETF 116,5412.9M $
156Invesco S&P 500 Equal Weight ETF 15,2922.9M $
157Vanguard Russell 1000 Growth ETF 26,6092.9M $
158First Trust Cloud Computing ETF 26,3122.9M $
159J.P. MORGAN EXCHANGE-TRADED FUND TRUST 33,3932.9M $
160First Trust Exchange-Traded Fund 55,8582.8M $
161iShares Russell 2000 ETF 11,4172.8M $
162NYLI Merger Arbitrage ETF 77,1332.8M $
163QUALCOMM Inc 21,5602.8M $
164Vanguard Mega Cap Growth ETF 7,4432.7M $
165ConocoPhillips 20,2142.7M $
166ProShares Trust 25,0552.7M $
167Ishares Gold Trust 29,6202.6M $
168Waste Management Inc 11,3412.6M $
169Vanguard Index Funds 13,9772.6M $
170United Parcel Service Inc 26,0942.6M $
171iShares Core 60/40 Balanced Al 39,7412.6M $
172Mid-America Apartment Communities, Inc. 20,7962.5M $
173L3Harris Technologies Inc 7,2302.5M $
174Essex Property Trust Inc 10,2712.5M $
175iShares Core S&P Total U.S. Stock Market ETF 17,4472.5M $
176Lowe's Cos Inc 10,5122.5M $
177iShares Silver Trust 36,4292.5M $
178SPDR Series Trust 27,0492.5M $
179SPDR SERIES TRUST 25,6762.4M $
180iShares Core MSCI EAFE ETF 26,8222.4M $
181AT&T Inc 83,2282.4M $
182iShares Trust 7,2962.4M $
183UnitedHealth Group Inc 8,7942.4M $
184Pfizer Inc 84,5162.4M $
185Western Digital Corp 8,6872.3M $
186HCA Healthcare Inc 4,9602.3M $
187PepsiCo Inc 15,0712.3M $
188Global X US Infrastructure Development ETF 45,6832.3M $
189Vertiv Holdings Co 9,2282.3M $
190Grayscale Bitcoin Mini Trust E 76,8672.3M $
191Altria Group, Inc. 34,5152.3M $
192Select Sector Spdr Trust 13,8272.2M $
193Northrop Grumman Corp 3,2602.2M $
194Cummins Inc 4,1092.2M $
195TJX Cos Inc/The 13,7392.2M $
196ASML Holding NV 1,6502.2M $
197iShares Trust 11,3342.2M $
198Intel Corp 49,1302.2M $
199iShares Core MSCI Emerging Markets ETF 30,9432.2M $
200Bristol-Myers Squibb Co 35,5272.2M $