
KINGSWOOD WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | PFE | 60K | $1.52M |
![]() | PLTR | 59K | $10.80M |
![]() | AVGO | 57K | $18.88M |
![]() | FSCO | 56K | $384.88K |
![]() | KO | 55K | $3.62M |
![]() | RKT | 54K | $1.05M |
![]() | SO | 53K | $4.98M |
![]() | XOM | 52K | $5.84M |
![]() | GENI | 49K | $609.41K |
![]() | T | 49K | $1.38M |
![]() | CSCO | 49K | $3.33M |
![]() | INTC | 47K | $1.57M |
![]() | GOOG | 46K | $11.19M |
![]() | JPM | 44K | $13.86M |
![]() | SMR | 41K | $1.48M |
![]() | MSTR | 41K | $13.22M |
![]() | DVN | 41K | $1.43M |
![]() | LB | 40K | $2.15M |
![]() | ATAI | 40K | $211.60K |
![]() | BMY | 39K | $1.77M |

Pfizer Inc.
PFE
Shares Held
60K
Value
$1.52M

Palantir Technologies Inc.
PLTR
Shares Held
59K
Value
$10.80M

Broadcom Inc.
AVGO
Shares Held
57K
Value
$18.88M

FS Credit Opportunities Corp.
FSCO
Shares Held
56K
Value
$384.88K

The Coca-Cola Company
KO
Shares Held
55K
Value
$3.62M

Rocket Companies, Inc.
RKT
Shares Held
54K
Value
$1.05M

The Southern Company
SO
Shares Held
53K
Value
$4.98M

Exxon Mobil Corporation
XOM
Shares Held
52K
Value
$5.84M

Genius Sports Limited
GENI
Shares Held
49K
Value
$609.41K

AT&T Inc.
T
Shares Held
49K
Value
$1.38M

Cisco Systems, Inc.
CSCO
Shares Held
49K
Value
$3.33M

Intel Corporation
INTC
Shares Held
47K
Value
$1.57M

Alphabet Inc.
GOOG
Shares Held
46K
Value
$11.19M

JPMorgan Chase & Co.
JPM
Shares Held
44K
Value
$13.86M

NuScale Power Corporation
SMR
Shares Held
41K
Value
$1.48M

MicroStrategy Incorporated
MSTR
Shares Held
41K
Value
$13.22M

Devon Energy Corporation
DVN
Shares Held
41K
Value
$1.43M

LandBridge Company LLC
LB
Shares Held
40K
Value
$2.15M

Atai Beckley N.V
ATAI
Shares Held
40K
Value
$211.60K

Bristol-Myers Squibb Company
BMY
Shares Held
39K
Value
$1.77M
