KINGSWOOD WEALTH ADVISORS, LLC

Position in EMR — Emerson Electric Co

CIK 1987855 SAN DIEGO, CA

Position in EMR

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

Position Value

$1,105,404

+$116,728 QoQ

Shares Held

7,722

+2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,055

of 2,282 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $32,460,923 across 13 Specialty Industrial Machinery names. EMR ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	25,655	$10,932,108
2	PH	Parker-Hannifin Corp	7,892	$7,719,323
3	GEV	GE Vernova Inc.	4,926	$5,787,360
4	CMI	Cummins Inc	4,380	$3,123,859
5	EMR	Emerson Electric Co This page	7,722	$1,105,404
6	GNRC	Generac Holdings Inc.	3,732	$1,092,766
7	IR	Ingersoll Rand Inc.	10,302	$844,660
8	ITW	Illinois Tool Works Inc	2,648	$716,204

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,105,404	7,722	+2.3%	Shares	Sole	2026-07-27
2026-03-31	$988,676	7,546	+0.8%	Shares	Sole	2026-04-28
2025-12-31	$993,409	7,485	+22.0%	Shares	Sole	2026-01-28
2025-09-30	$804,658	6,134	+9.8%	Shares	Sole	2025-10-23
2025-06-30	$745,048	5,588	+34.0%	Shares	Sole	2025-07-23
2025-03-31	$457,198	4,170	-15.1%	Shares	Sole	2025-07-25
2024-12-31	$608,620	4,911	-1.3%	Shares	Sole	2025-01-22
2024-09-30	$544,443	4,978	+6.6%	Shares	Sole	2024-10-21
2024-06-30	$514,337	4,669	+5.7%	Shares	Sole	2024-07-09
2024-03-31	$501,202	4,419	+11.2%	Shares	Sole	2024-04-15
2023-12-31	$386,789	3,974	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.