KINGSWOOD WEALTH ADVISORS, LLC

Position in VRTX — Vertex Pharmaceuticals Inc / Ma

CIK 1987855 SAN DIEGO, CA

Position in VRTX

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$604,168

+$25,681 QoQ

Shares Held

1,353

+6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $3,741,428 across 14 Biotechnology names. VRTX ranks #1 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRTX	Vertex Pharmaceuticals Inc / Ma This page	1,353	$604,168
2	REGN	Regeneron Pharmaceuticals, Inc.	765	$591,069
3	DFTX	Definium Therapeutics, Inc.	26,591	$502,569
4	KRYS	Krystal Biotech, Inc.	1,390	$359,064
5	ROIV	Roivant Sciences Ltd.	10,651	$295,032
6	MLYS	Mineralys Therapeutics, Inc.	9,600	$260,064
7	ALT	Altimmune, Inc.	76,500	$235,620
8	AUPH	Aurinia Pharmaceuticals Inc.	14,500	$214,890

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$604,168	1,353	+6.0%	Shares	Sole	2026-04-28
2025-12-31	$578,487	1,276	+129.1%	Shares	Sole	2026-01-28
2025-06-30	$247,976	557	+0.2%	Shares	Sole	2025-07-23
2025-03-31	$269,559	556	-3.3%	Shares	Sole	2025-07-25
2024-12-31	$231,552	575	-86.8%	Shares	Sole	2025-01-22
2024-09-30	$2,022,167	4,348	-1.3%	Shares	Sole	2024-10-21
2024-06-30	$2,065,649	4,407	+160.3%	Shares	Sole	2024-07-09
2024-03-31	$707,690	1,693	-6.0%	Shares	Sole	2024-04-15
2023-12-31	$733,215	1,802	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.