
KINGSWOOD WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | CSX | 8K | $295.58K |
![]() | SOFI | 8K | $219.68K |
![]() | TSCO | 8K | $471.50K |
![]() | PH | 8K | $6.27M |
![]() | MRVL | 8K | $694.76K |
![]() | HAL | 8K | $202.83K |
![]() | RF | 8K | $217.16K |
![]() | EXC | 8K | $357.11K |
![]() | LMT | 8K | $3.92M |
![]() | ADM | 8K | $459.13K |
![]() | SHOP | 8K | $1.13M |
![]() | CM | 7K | $592.94K |
![]() | GNRC | 7K | $1.23M |
![]() | POR | 7K | $323.31K |
![]() | TRP | 7K | $399.48K |
![]() | OKLO | 7K | $817.13K |
![]() | LHX | 7K | $2.23M |
![]() | SCHW | 7K | $695.50K |
![]() | KMI | 7K | $205.54K |
![]() | PANW | 7K | $1.47M |

CSX Corporation
CSX
Shares Held
8K
Value
$295.58K

SoFi Technologies, Inc.
SOFI
Shares Held
8K
Value
$219.68K

Tractor Supply Company
TSCO
Shares Held
8K
Value
$471.50K

Parker-Hannifin Corporation
PH
Shares Held
8K
Value
$6.27M

Marvell Technology, Inc.
MRVL
Shares Held
8K
Value
$694.76K

Halliburton Company
HAL
Shares Held
8K
Value
$202.83K

Regions Financial Corporation
RF
Shares Held
8K
Value
$217.16K

Exelon Corporation
EXC
Shares Held
8K
Value
$357.11K

Lockheed Martin Corporation
LMT
Shares Held
8K
Value
$3.92M

Archer-Daniels-Midland Company
ADM
Shares Held
8K
Value
$459.13K

Shopify Inc.
SHOP
Shares Held
8K
Value
$1.13M

Canadian Imperial Bank of Commerce
CM
Shares Held
7K
Value
$592.94K

Generac Holdings Inc.
GNRC
Shares Held
7K
Value
$1.23M

Portland General Electric Company
POR
Shares Held
7K
Value
$323.31K

TC Energy Corporation
TRP
Shares Held
7K
Value
$399.48K

Oklo Inc.
OKLO
Shares Held
7K
Value
$817.13K

L3Harris Technologies, Inc.
LHX
Shares Held
7K
Value
$2.23M

The Charles Schwab Corporation
SCHW
Shares Held
7K
Value
$695.50K

Kinder Morgan, Inc.
KMI
Shares Held
7K
Value
$205.54K

Palo Alto Networks, Inc.
PANW
Shares Held
7K
Value
$1.47M
