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CIK: 0001791965
Total reported value
$8.3B
$8.3B
1034 檔
6.8%
In Q2 2024, Kingsview Wealth Management, LLC's U.S. equity holdings reached a combined market value of $8.3B, distributed across 1034 disclosed stock positions.
During Q2 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 1034 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPRO | Monarch Procap Index ETF | ETF-Large Cap & Growth | 2.90% | -0.21% | +6.42% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.74% | -0.56% | -3.03% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.73% | -0.03% | +9.21% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.59% | +0.13% | +862.37% | |
| 5 | MBCE | Monarch Blue Chips Elite Ind | ETF-Other | 2.24% | +0.31% | +15.16% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.24% | -0.16% | +6.74% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.08% | +2.22% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | -0.09% | +4.20% | |
| 9 | MAMB | Monarch Ambass Inc Indx ETF | ETF-Other | 1.78% | -0.13% | +7.27% | |
| 10 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.54% | -0.01% | +3.19% | |
| 11 | MSSS | Monarch Select Subsec In ETF | ETF-Other | 1.27% | +0.11% | -5.06% | |
| 12 | MVFG | Monarch Vf Glb Uncon ETF | ETF-Other | 1.17% | +0.09% | +12.72% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.13% | +0.24% | +4.34% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.10% | -0.04% | +7.40% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.10% | +0.16% | +0.73% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.07% | +0.14% | +1.59% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.05% | — | +9.66% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.05% | +0.02% | +9.94% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.05% | +8.53% | |
| 20 | MVFD | Monarch Vol Fact Dvd Ti ETF | ETF-Other | 0.95% | -0.01% | +20.27% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.89% | +0.17% | -1.50% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.85% | -0.09% | +8.72% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | -0.04% | +22.03% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.78% | -0.12% | +9.09% | |
| 25 | MDPL | Monarch Dividend Plus Index | ETF-Large Cap & Growth | 0.77% | -0.13% | +2.12% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | -0.07% | +8.94% | |
| 27 | GE | General Electric | Stock-Industrials | 0.71% | +0.20% | +7.76% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.70% | -0.10% | +24.14% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.58% | +10.58% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.65% | -0.04% | -6.91% | |
| 31 | AMT | American Tower CORP | Stock-Real Estate | 0.63% | -0.09% | +254.77% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.02% | +3.95% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.01% | -5.20% | |
| 34 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.52% | +0.02% | +0.02% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.02% | +19.25% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.04% | +6.53% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-Other | 0.50% | — | +6.47% | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.50% | -0.02% | +2.97% | |
| 39 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.49% | +0.02% | +0.28% | |
| 40 | FTA | First Trust L C Val Alp | ETF-Other | 0.49% | — | +0.57% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.14% | +49.83% | |
| 42 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.45% | -0.04% | +0.83% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.07% | +5.44% | |
| 44 | MBB | Ishares Mbs ETF | ETF-Other | 0.43% | -0.03% | +6.40% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | -0.07% | +29.35% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.40% | -0.03% | +7.02% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.04% | -0.59% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.05% | +3.63% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.12% | -3.61% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.36% | -0.01% | +8.77% |
According to official SEC Form 13F filings, Kingsview Wealth Management, LLC reported a total U.S. public equity portfolio value of $8.3B across 1034 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MPRO, AAPL, ITOT) accounted for 6.8% of total reported equity market value during Q2 2024.
During Q2 2024, Kingsview Wealth Management, LLC's top holdings by market value included MPRO (2.9%)、AAPL (2.7%)、ITOT (2.7%). The largest single position, MPRO, represented 2.9% of total portfolio value.
In Q2 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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