Stock Taper 
KINGSWOOD WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lowe's Companies, Inc. | LOW | 9.95K | $2.19M |
 Costco Wholesale Corporation | COST | 10K | $9.35M |
 GSK plc | GSK | 10.02K | $525.19K |
 Trane Technologies plc | TT | 10.02K | $4.92M |
 Hercules Capital, Inc. | HTGC | 10.03K | $158.21K |
 Teva Pharmaceutical Industries Limited | TEVA | 10.08K | $341.62K |
 Shopify Inc. | SHOP | 10.1K | $1.15M |
 Service Corporation International | SCI | 10.12K | $768.34K |
 Essex Property Trust, Inc. | ESS | 10.22K | $2.98M |
 Ingersoll Rand Inc. | IR | 10.3K | $844.66K |
 Starbucks Corporation | SBUX | 10.39K | $1.06M |
 Morgan Stanley | MS | 10.4K | $2.18M |
 Golub Capital BDC, Inc. | GBDC | 10.48K | $135.01K |
 Oklo Inc. | OKLO | 10.49K | $549.2K |
 Applied Materials, Inc. | AMAT | 10.54K | $7.62M |
 Aflac Incorporated | AFL | 10.56K | $1.24M |
| ER EQUITY RESIDENTIAL SH BEN INT REIT | EQR | 10.58K | $718.77K |
 Materion Corporation | MTRN | 10.62K | $3.16M |
 Novo Nordisk A/S | NVO | 10.65K | $510.38K |
 The Charles Schwab Corporation | SCHW | 10.69K | $985.94K |