KINGSWOOD WEALTH ADVISORS, LLC

Position in ORCL — Oracle Corp

CIK 1987855 SAN DIEGO, CA

Position in ORCL

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

Position Value

$4,342,862

-$202,395 QoQ

Shares Held

29,634

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#943

of 3,472 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 $59,981,681 across 14 Software - Infrastructure names. ORCL ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	96,066	$35,834,539
2	PLTR	Palantir Technologies Inc.	96,574	$11,267,288
3	ORCL	Oracle Corp This page	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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,342,862	29,634	-4.1%	Shares	Sole	2026-07-27
2026-03-31	$4,545,257	30,897	+4.7%	Shares	Sole	2026-04-28
2025-12-31	$5,753,743	29,520	+56.6%	Shares	Sole	2026-01-28
2025-09-30	$5,301,092	18,849	+10.6%	Shares	Sole	2025-10-23
2025-06-30	$3,726,111	17,043	-10.4%	Shares	Sole	2025-07-23
2025-03-31	$2,658,906	19,018	+0.5%	Shares	Sole	2025-07-25
2024-12-31	$3,152,662	18,919	-3.0%	Shares	Sole	2025-01-22
2024-09-30	$3,323,822	19,506	+20.6%	Shares	Sole	2024-10-21
2024-06-30	$2,283,345	16,171	+32.7%	Shares	Sole	2024-07-09
2024-03-31	$1,530,683	12,186	-2.9%	Shares	Sole	2024-04-15
2023-12-31	$1,323,779	12,556	+166.3%	Shares	Sole	2024-01-16
2023-09-30	$499,412	4,715	-46.6%	Shares	Sole	2023-10-24
2023-06-30	$1,050,611	8,822	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.