KINGSWOOD WEALTH ADVISORS, LLC

Position in ADP — Automatic Data Processing Inc

CIK 1987855 SAN DIEGO, CA

Position in ADP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$707,234

+$55,433 QoQ

Shares Held

3,158

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,315

of 2,277 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $13,864,740 across 17 Software - Application names. ADP ranks #7 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	41,900	$3,642,367
2	NOW	ServiceNow, Inc.	14,878	$1,477,087
3	UBER	Uber Technologies, Inc	19,051	$1,374,720
4	CRM	Salesforce, Inc.	8,698	$1,362,628
5	SHOP	Shopify Inc.	10,098	$1,152,989
6	PAYX	Paychex Inc	7,222	$710,139
7	ADP	Automatic Data Processing Inc This page	3,158	$707,234
8	SNOW	Snowflake Inc.	2,487	$632,941

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$707,234	3,158	-1.6%	Shares	Sole	2026-07-27
2026-03-31	$651,801	3,208	-3.1%	Shares	Sole	2026-04-28
2025-12-31	$851,174	3,309	+52.3%	Shares	Sole	2026-01-28
2025-09-30	$637,775	2,173	-22.2%	Shares	Sole	2025-10-23
2025-06-30	$861,361	2,793	-3.2%	Shares	Sole	2025-07-23
2025-03-31	$881,759	2,886	-7.4%	Shares	Sole	2025-07-25
2024-12-31	$911,853	3,115	-35.2%	Shares	Sole	2025-01-22
2024-09-30	$1,331,071	4,810	+8.3%	Shares	Sole	2024-10-21
2024-06-30	$1,060,499	4,443	-2.6%	Shares	Sole	2024-07-09
2024-03-31	$1,139,064	4,561	+40.3%	Shares	Sole	2024-04-15
2023-12-31	$757,385	3,251	+11.8%	Shares	Sole	2024-01-16
2023-09-30	$699,606	2,908	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.