KINGSWOOD WEALTH ADVISORS, LLC

Position in ET — Energy Transfer LP

CIK 1987855 SAN DIEGO, CA

Position in ET

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,253,515

+$190,224 QoQ

Shares Held

64,949

+0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $10,248,584 across 10 Oil & Gas Midstream names. ET ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNG	Cheniere Energy, Inc.	12,941	$3,672,138
2	OKE	Oneok Inc /New/	15,977	$1,444,161
3	ET	Energy Transfer LP This page	64,949	$1,253,515
4	WMB	Williams Companies, Inc.	14,528	$1,057,347
5	EPD	Enterprise Products Partners L.P.	22,606	$855,411
6	ENB	Enbridge Inc	15,410	$834,297
7	KMI	Kinder Morgan, Inc.	12,179	$408,361
8	PBT	Permian Basin Royalty Trust	12,439	$267,687

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,253,515	64,949	+0.7%	Shares	Sole	2026-04-28
2025-12-31	$1,063,291	64,481	-18.3%	Shares	Sole	2026-01-28
2025-09-30	$1,354,764	78,949	+109.0%	Shares	Sole	2025-10-23
2025-06-30	$684,788	37,771	-18.2%	Shares	Sole	2025-07-23
2025-03-31	$858,449	46,178	-53.3%	Shares	Sole	2025-07-25
2024-12-31	$1,938,959	98,977	+5.6%	Shares	Sole	2025-01-22
2024-09-30	$1,504,719	93,752	+48.1%	Shares	Sole	2024-10-21
2024-06-30	$1,027,066	63,321	+30.2%	Shares	Sole	2024-07-09
2024-03-31	$764,934	48,629	-5.2%	Shares	Sole	2024-04-15
2023-12-31	$707,967	51,302	+8.9%	Shares	Sole	2024-01-16
2023-06-30	$598,093	47,094	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.