KINGSWOOD WEALTH ADVISORS, LLC

Position in MRK — Merck & Co., Inc.

CIK 1987855 SAN DIEGO, CA

Position in MRK

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

Position Value

$4,051,990

+$302,190 QoQ

Shares Held

31,533

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,139

of 3,769 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 $44,193,858 across 13 Drug Manufacturers - General names. MRK ranks #4 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	9,066	$10,874,033
2	JNJ	Johnson & Johnson	36,864	$9,362,350
3	ABBV	AbbVie Inc.	37,047	$9,322,507
4	MRK	Merck & Co., Inc. This page	31,533	$4,051,990
5	AMGN	Amgen Inc	6,385	$2,312,136
6	BMY	Bristol Myers Squibb Co	35,921	$2,069,768
7	PFE	Pfizer Inc	79,869	$1,923,245
8	GILD	Gilead Sciences, Inc.	10,686	$1,350,069

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,051,990	31,533	+1.2%	Shares	Sole	2026-07-27
2026-03-31	$3,749,800	31,173	-2.5%	Shares	Sole	2026-04-28
2025-12-31	$3,364,425	31,963	+10.6%	Shares	Sole	2026-01-28
2025-09-30	$2,425,325	28,897	+22.3%	Shares	Sole	2025-10-23
2025-06-30	$1,870,946	23,635	-13.1%	Shares	Sole	2025-07-23
2025-03-31	$2,440,215	27,186	-10.5%	Shares	Sole	2025-07-25
2024-12-31	$3,022,998	30,388	-50.1%	Shares	Sole	2025-01-22
2024-09-30	$6,916,485	60,906	+22.1%	Shares	Sole	2024-10-21
2024-06-30	$6,177,867	49,902	+32.3%	Shares	Sole	2024-07-09
2024-03-31	$4,976,362	37,714	-23.7%	Shares	Sole	2024-04-15
2023-12-31	$5,388,749	49,429	+133.5%	Shares	Sole	2024-01-16
2023-09-30	$2,179,039	21,166	-20.2%	Shares	Sole	2023-10-24
2023-06-30	$3,061,296	26,530	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.