Kingswood Wealth Advisors, Llc

Source: SEC Form 13F · as of Mar 2026

Kingswood Wealth Advisors, Llc holds 41 biotech & pharma companies tracked by BioSniper, totaling $54.0M in value as of Mar 2026 (SEC Form 13F).

Companies held

41

Total value held

$54.0M

CompanySharesValue
ABBVAbbVie Inc.36,009$7.8M
LLYELI LILLY & Co8,415$7.7M
JNJJOHNSON & JOHNSON30,809$7.5M
MRKMerck & Co., Inc.31,173$3.7M
UNHUnitedHealth Group Incorporated Common Stock (DE)8,794$2.4M
PFEPFIZER INC84,516$2.4M
BMYBRISTOL MYERS SQUIBB CO35,527$2.2M
ELVElevance Health Inc.7,072$2.1M
PMPhilip Morris International Inc11,952$2.0M
AMGNAMGEN INC5,097$1.8M
MCKMcKesson Corporation2,016$1.7M
GILDGILEAD SCIENCES, INC.8,881$1.2M
ABTABBOTT LABORATORIES11,606$1.2M
AZNASTRAZENECA PLC5,272$1.0M
DGXQuest Diagnostics Incorporated3,868$758K
ZTSZoetis Inc.5,449$644K
VRTXVERTEX PHARMACEUTICALS INC / MA1,353$604K
GSKGSK plc American Depositary Shares (Each representing two Ordinary Shares)10,814$597K
REGNREGENERON PHARMACEUTICALS, INC.765$591K
CAHCardinal Health Inc.2,537$536K
DFTXDefinium Therapeutics Inc.26,591$503K
NVSNovartis AG2,675$409K
NVONovo Nordisk A/S11,027$405K
ADCTADC Therapeutics SA105,107$394K
KRYSKrystal Biotech, Inc.1,390$359K
RIOTRiot Platforms, Inc.28,484$352K
UTHRUNITED THERAPEUTICS Corp574$340K
GEHCGE HealthCare Technologies Inc.4,149$295K
ROIVRoivant Sciences Ltd.10,651$295K
BIIBBIOGEN INC.1,482$272K
TEVATeva Pharmaceutical Industries Limited8,734$263K
MLYSMineralys Therapeutics, Inc.9,600$260K
ALTAltimmune, Inc.76,500$236K
AUPHAurinia Pharmaceuticals Inc.14,500$215K
TGTXTG THERAPEUTICS, INC.6,347$211K
GMOptec International, Inc.2,718$202K
ELTXElicio Therapeutics, Inc.13,800$148K
NUVBNuvation Bio Inc.26,585$114K
ATAIAtai Beckley N.V.30,007$106K
FHTXFoghorn Therapeutics Inc.12,500$60K
ATYRaTYR PHARMA INC52,000$41K

13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.

    Kingswood Wealth Advisors, Llc — Biotech 13F Holdings & Portfolio | BioSniper