KINGSWOOD WEALTH ADVISORS, LLC
Position in MAR — Marriott International Inc /Md/
CIK 1987855
SAN DIEGO, CA
Position in MAR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$574,043
+$122,033 QoQ
Shares Held
1,549
+12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,028
of 1,737 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $1,173,166 across 2 Lodging names. MAR ranks #2 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLT |
Hilton Worldwide Holdings Inc.
|
1,813 | $599,123 | |
| 2 | MAR |
Marriott International Inc /Md/
This page
|
1,549 | $574,043 |
All Filings in MAR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,043 | 1,549 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $452,010 | 1,382 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $411,068 | 1,325 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $347,166 | 1,333 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $359,817 | 1,317 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $276,987 | 993 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,950,018 | 7,844 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,971,392 | 8,154 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,088,622 | 8,278 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,883,008 | 8,350 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,612,774 | 8,205 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||