KINGSWOOD WEALTH ADVISORS, LLC
Position in NUAI — New ERA Energy & Digital, Inc.
CIK 1987855
SAN DIEGO, CA
Position in NUAI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$356,871
New position
Shares Held
55,936
first reported quarter
Ownership
0.052%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#62
of 128 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $59,981,681 across 14 Software - Infrastructure names. NUAI ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
96,066 | $35,834,539 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
96,574 | $11,267,288 | |
| 3 | ORCL |
Oracle Corp
|
29,634 | $4,342,862 | |
| 4 | PANW |
Palo Alto Networks Inc
|
9,224 | $3,145,568 | |
| 5 | NET |
Cloudflare, Inc.
|
4,487 | $1,100,571 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
22,068 | $1,052,560 | |
| 7 | CRWV |
CoreWeave, Inc.
|
7,909 | $787,261 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,154 | $484,517 |
All Filings in NUAI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,871 | 55,936 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||