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CIK: 0001791965
Total reported value
$8.3B
$8.3B
1009 檔
5.9%
As reported in its official Q1 2024 Form 13F filing, Kingsview Wealth Management, LLC's tracked investment portfolio stood at $8.3B with 1009 total positions.
During Q1 2024, Kingsview Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1009 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPRO | Monarch Procap Index ETF | ETF-Large Cap & Growth | 2.88% | -0.21% | +9.72% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.58% | -0.03% | +12.33% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.44% | -0.56% | +7.33% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.24% | -0.16% | +9.27% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | -0.08% | +4.86% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | +0.13% | -6.89% | |
| 7 | MBCE | Monarch Blue Chips Elite Ind | ETF-Other | 2.07% | +0.31% | +15.91% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | -0.09% | +1.76% | |
| 9 | MAMB | Monarch Ambass Inc Indx ETF | ETF-Other | 1.77% | -0.13% | +10.69% | |
| 10 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.54% | -0.01% | +88.20% | |
| 11 | MSSS | Monarch Select Subsec In ETF | ETF-Other | 1.45% | +0.11% | — | |
| 12 | MVFG | Monarch Vf Glb Uncon ETF | ETF-Other | 1.09% | +0.09% | — | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.07% | +0.16% | +0.58% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.04% | +0.14% | -5.58% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.02% | — | +8.67% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.02% | +0.02% | +8.14% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.99% | +0.24% | +2.89% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 0.97% | -0.04% | +12.20% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | -0.09% | +10.82% | |
| 20 | MVFD | Monarch Vol Fact Dvd Ti ETF | ETF-Other | 0.88% | -0.01% | — | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.87% | +0.17% | +22.04% | |
| 22 | MDPL | Monarch Dividend Plus Index | ETF-Large Cap & Growth | 0.85% | -0.13% | — | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.05% | +7.83% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.07% | +7.41% | |
| 25 | GE | General Electric | Stock-Industrials | 0.77% | +0.20% | +5.27% | |
| 26 | INTC | Intel CORP | Stock-Tech | 0.72% | +0.07% | +577.00% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.70% | -0.10% | +10.00% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.70% | -0.04% | -16.24% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.68% | -0.58% | +8.11% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.68% | -0.12% | +4.02% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.01% | +10.25% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | -0.04% | +15.47% | |
| 33 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.56% | +0.02% | +8.22% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.02% | +5.00% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.04% | +1.14% | |
| 36 | FTA | First Trust L C Val Alp | ETF-Other | 0.54% | — | +10.01% | |
| 37 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.53% | +0.02% | +11.27% | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.51% | -0.02% | -7.64% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-Other | 0.51% | — | -33.11% | |
| 40 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.48% | -0.04% | +1.77% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.02% | +10.62% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.45% | -0.09% | +10.10% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.02% | +1.39% | |
| 44 | MBB | Ishares Mbs ETF | ETF-Other | 0.43% | -0.03% | +4.92% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.43% | -0.06% | +8.98% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.12% | +15.07% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.41% | -0.03% | +4.52% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.05% | +5.40% | |
| 49 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.38% | -0.01% | +25.24% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.03% | +1.45% |
According to official SEC Form 13F filings, Kingsview Wealth Management, LLC reported a total U.S. public equity portfolio value of $8.3B across 1009 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MPRO, ITOT, AAPL) accounted for 5.9% of total reported equity market value during Q1 2024.
During Q1 2024, Kingsview Wealth Management, LLC's top holdings by market value included MPRO (2.9%)、ITOT (2.6%)、AAPL (2.4%). The largest single position, MPRO, represented 2.9% of total portfolio value.
In Q1 2024, Kingsview Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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