KINGSWOOD WEALTH ADVISORS, LLC

Position in PFE — Pfizer Inc

CIK 1987855 SAN DIEGO, CA

Position in PFE

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

Position Value

$1,923,245

-$449,964 QoQ

Shares Held

79,869

-5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#985

of 2,821 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. PFE ranks #7 (4.4% 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.	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 This page	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	$1,923,245	79,869	-5.5%	Shares	Sole	2026-07-27
2026-03-31	$2,373,209	84,516	+19.3%	Shares	Sole	2026-04-28
2025-12-31	$1,764,438	70,861	+18.4%	Shares	Sole	2026-01-28
2025-09-30	$1,524,723	59,840	+8.5%	Shares	Sole	2025-10-23
2025-06-30	$1,336,496	55,136	+2.9%	Shares	Sole	2025-07-23
2025-03-31	$1,357,286	53,563	-16.0%	Shares	Sole	2025-07-25
2024-12-31	$1,691,818	63,770	-42.0%	Shares	Sole	2025-01-22
2024-09-30	$3,182,473	109,968	+4.4%	Shares	Sole	2024-10-21
2024-06-30	$2,946,126	105,294	+126.6%	Shares	Sole	2024-07-09
2024-03-31	$1,289,514	46,469	-3.1%	Shares	Sole	2024-04-15
2023-12-31	$1,380,221	47,941	+292.6%	Shares	Sole	2024-01-16
2023-09-30	$405,072	12,212	-14.0%	Shares	Sole	2023-10-24
2023-06-30	$520,672	14,195	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.