Position in EW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$341,034
-$508,851 QoQ
Shares Held
3,770
-70.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#858
of 1,315 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $3,531,640 across 6 Medical Devices names. EW ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
11,849 | $1,075,178 | |
| 2 | SYK |
Stryker Corp
|
2,229 | $701,778 | |
| 3 | MDT |
Medtronic plc
|
8,688 | $679,662 | |
| 4 | BSX |
Boston Scientific Corp
|
10,762 | $459,322 | |
| 5 | EW |
Edwards Lifesciences Corp
This page
|
3,770 | $341,034 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
4,291 | $274,666 |
All Filings in EW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,034 | 3,770 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $849,885 | 12,879 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,242,376 | 13,450 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,218,772 | 12,754 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $990,030 | 12,984 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $971,582 | 14,024 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||