KINGSWOOD WEALTH ADVISORS, LLC

Position in TMO — Thermo Fisher Scientific Inc.

CIK 1987855 SAN DIEGO, CA

Position in TMO

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

Position Value

$1,538,673

+$597,394 QoQ

Shares Held

3,069

+60.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,273

of 2,606 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 $4,649,725 across 8 Diagnostics & Research names. TMO ranks #1 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc. This page	3,069	$1,538,673
2	DGX	Quest Diagnostics Inc	3,823	$810,284
3	GH	Guardant Health, Inc.	5,045	$756,901
4	ILMN	Illumina, Inc.	2,609	$458,740
5	NTRA	Natera, Inc.	1,115	$302,666
6	WAT	Waters Corp /De/	758	$284,280
7	GRAL	GRAIL, Inc.	3,924	$267,891
8	DHR	Danaher Corp /De/	1,209	$230,290

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,538,673	3,069	+60.3%	Shares	Sole	2026-07-27
2026-03-31	$941,279	1,915	+30.1%	Shares	Sole	2026-04-28
2025-12-31	$852,950	1,472	+39.8%	Shares	Sole	2026-01-28
2025-09-30	$510,726	1,053	-17.2%	Shares	Sole	2025-10-23
2025-06-30	$515,745	1,272	-20.7%	Shares	Sole	2025-07-23
2025-03-31	$798,150	1,604	-5.4%	Shares	Sole	2025-07-25
2024-12-31	$882,310	1,696	-67.2%	Shares	Sole	2025-01-22
2024-09-30	$3,196,151	5,167	+7.0%	Shares	Sole	2024-10-21
2024-06-30	$2,670,990	4,830	+9.6%	Shares	Sole	2024-07-09
2024-03-31	$2,561,392	4,407	-6.3%	Shares	Sole	2024-04-15
2023-12-31	$2,495,243	4,701	+372.5%	Shares	Sole	2024-01-16
2023-09-30	$503,639	995	+14.2%	Shares	Sole	2023-10-24
2023-06-30	$454,444	871	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.