KINGSWOOD WEALTH ADVISORS, LLC

Position in ELV — Elevance Health, Inc.

CIK 1987855 SAN DIEGO, CA

Position in ELV

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

Position Value

$2,533,081

+$462,753 QoQ

Shares Held

6,550

-7.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#544

of 1,597 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $13,333,049 across 6 Healthcare Plans names. ELV ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	9,283	$3,858,293
2	HUM	Humana Inc	6,380	$2,534,263
3	ELV	Elevance Health, Inc. This page	6,550	$2,533,081
4	CVS	CVS HEALTH Corp	14,847	$1,535,922
5	OSCR	Oscar Health, Inc.	53,783	$1,533,891
6	CI	Cigna Group	4,852	$1,337,599

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,533,081	6,550	-7.4%	Shares	Sole	2026-07-27
2026-03-31	$2,070,328	7,072	+0.1%	Shares	Sole	2026-04-28
2025-12-31	$2,475,934	7,063	+5.7%	Shares	Sole	2026-01-28
2025-09-30	$2,158,764	6,681	-7.8%	Shares	Sole	2025-10-23
2025-06-30	$2,818,015	7,245	-2.4%	Shares	Sole	2025-07-23
2025-03-31	$3,227,403	7,420	-14.8%	Shares	Sole	2025-07-25
2024-12-31	$3,211,274	8,705	-18.9%	Shares	Sole	2025-01-22
2024-09-30	$5,581,160	10,733	-0.9%	Shares	Sole	2024-10-21
2024-06-30	$5,866,176	10,826	+21.3%	Shares	Sole	2024-07-09
2024-03-31	$4,626,932	8,923	-20.6%	Shares	Sole	2024-04-15
2023-12-31	$5,302,220	11,244	+31.3%	Shares	Sole	2024-01-16
2023-09-30	$3,729,807	8,566	-4.2%	Shares	Sole	2023-10-24
2023-06-30	$3,971,952	8,940	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.