Kingsview Wealth Management, LLC — Q2 2024 13F Holdings

Name: Kingsview Wealth Management, LLC — 13F Holdings, Q2 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001791965

Total reported value

$7.3B

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Full holdings list this quarter

Showing top 200 holdings (of 1034 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MPRO	Monarch Procap Index ETF	ETF-Large Cap & Growth	2.90%	-0.02%	+6.42%
2	AAPL	Apple INC	Stock-Tech	2.74%	—	-3.03%
3	ITOT	Ishares Core S&p Total U.s.	ETF-Other	2.73%	—	+9.21%
4	NVDA	Nvidia CORP	Stock-Tech	2.59%	-0.02%	+862.37%
5	MBCE	Monarch Blue Chips Elite Ind	ETF-Other	2.24%	+0.02%	+15.16%
6	AGG	Ishares Core U.s. Aggregate	ETF-Other	2.24%	+0.41%	+6.74%
7	MSFT	Microsoft CORP	Stock-Tech	2.20%	-0.34%	+2.22%
8	AMZN	Amazon.com INC	Stock-Consumer Disc	1.98%	—	+4.20%
9	MAMB	Monarch Ambass INC Indx ETF	ETF-Other	1.78%	+0.16%	+7.27%
10	BUFF	Innovator Laddered Allocatio	ETF-Other	1.54%	—	+3.19%
11	MSSS	Monarch Select Subsec In ETF	ETF-Other	1.27%	—	-5.06%
12	MVFG	Monarch Vf Glb Uncon ETF	ETF-Other	1.17%	+0.15%	+12.72%
13	LLY	Eli Lilly & Co	Stock-Healthcare	1.13%	—	+4.34%
14	ORCL	Oracle CORP	Stock-Tech	1.10%	-0.14%	+7.40%
15	XLK	Ss Technology Select Sector	ETF-Tech	1.10%	+0.08%	+0.73%
16	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.07%	—	+1.59%
17	VGIT	Vanguard Intermediate-term T	ETF-Other	1.05%	—	+9.66%
18	BND	Vanguard Total Bond Market	ETF-Other	1.05%	—	+9.94%
19	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.96%	-0.59%	+8.53%
20	MVFD	Monarch Vol Fact Dvd Ti ETF	ETF-Other	0.95%	+0.13%	+20.27%
21	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.89%	—	-1.50%
22	MRK	Merck & Co. INC.	Stock-Healthcare	0.85%	—	+8.72%
23	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.78%	+0.10%	+22.03%
24	NFLX	Netflix INC	Stock-Comm Services	0.78%	—	+9.09%
25	MDPL	Monarch Dividend Plus Index	ETF-Large Cap & Growth	0.77%	—	+2.12%
26	V	Visa Inc-class A Shares	Stock-Financials	0.75%	—	+8.94%
27	GE	General Electric	Stock-Industrials	0.71%	-0.21%	+7.76%
28	CRM	Salesforce INC	Stock-Tech	0.70%	—	+24.14%
29	MA	Mastercard INC - A	Stock-Financials	0.65%	—	+10.58%
30	XLC	Ss Comm Select Sector Spdr	ETF-Other	0.65%	+0.58%	-6.91%
31	AMT	American Tower CORP	Stock-Real Estate	0.63%	—	+254.77%
32	JPM	Jpmorgan Chase & Co	Stock-Financials	0.55%	—	+3.95%
33	HD	Home Depot INC	Stock-Consumer Disc	0.52%	—	-5.20%
34	FTC	First Trust Large Cap Growth	ETF-Large Cap & Growth	0.52%	—	+0.02%
35	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.52%	—	+19.25%
36	JNJ	Johnson & Johnson	Stock-Healthcare	0.51%	—	+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%	—	+2.97%
39	FDT	First Trust Develp Mkt Ex-us	ETF-Other	0.49%	—	+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%	—	+49.83%
42	FTSM	First Trust Enh Short Mat Fd	ETF-Other	0.45%	—	+0.83%
43	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.44%	—	+5.44%
44	MBB	Ishares Mbs ETF	ETF-Other	0.43%	+0.19%	+6.40%
45	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.41%	—	+29.35%
46	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.40%	+0.19%	+7.02%
47	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.38%	—	-0.59%
48	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.38%	—	+3.63%
49	CVX	Chevron CORP	Stock-Energy	0.37%	+0.14%	-3.61%
50	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.36%	—	+8.77%

1–50 of 200