KINGSWOOD WEALTH ADVISORS, LLC

Position in NOW — ServiceNow, Inc.

CIK 1987855 SAN DIEGO, CA

Position in NOW

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

Position Value

$1,477,087

+$501,322 QoQ

Shares Held

14,878

+59.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,030

of 2,207 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $13,864,740 across 17 Software - Application names. NOW ranks #2 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	41,900	$3,642,367
2	NOW	ServiceNow, Inc. This page	14,878	$1,477,087
3	UBER	Uber Technologies, Inc	19,051	$1,374,720
4	CRM	Salesforce, Inc.	8,698	$1,362,628
5	SHOP	Shopify Inc.	10,098	$1,152,989
6	PAYX	Paychex Inc	7,222	$710,139
7	ADP	Automatic Data Processing Inc	3,158	$707,234
8	SNOW	Snowflake Inc.	2,487	$632,941

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,477,087	14,878	+59.4%	Shares	Sole	2026-07-27
2026-03-31	$975,765	9,333	+16.1%	Shares	Sole	2026-04-28
2025-12-31	$1,231,188	8,037	+420.9%	Shares	Sole	2026-01-28
2025-09-30	$1,419,992	1,543	+22.1%	Shares	Sole	2025-10-23
2025-06-30	$1,299,493	1,264	+10.2%	Shares	Sole	2025-07-23
2025-03-31	$913,172	1,147	-7.7%	Shares	Sole	2025-07-25
2024-12-31	$1,317,729	1,243	-70.8%	Shares	Sole	2025-01-22
2024-09-30	$3,806,523	4,256	+7.5%	Shares	Sole	2024-10-21
2024-06-30	$3,114,426	3,959	+7.2%	Shares	Sole	2024-07-09
2024-03-31	$2,815,543	3,693	-20.8%	Shares	Sole	2024-04-15
2023-12-31	$3,295,069	4,664	+231.0%	Shares	Sole	2024-01-16
2023-09-30	$787,574	1,409	+54.7%	Shares	Sole	2023-10-24
2023-06-30	$511,954	911	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.