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CIK: 0001791965
Total reported value
$8.3B
$8.3B
1082 檔
7.6%
According to the latest 13F quarterly dataset, Kingsview Wealth Management, LLC managed an equity portfolio of $8.3B at the end of Q3 2024, spanning 1082 distinct U.S. exchange-listed positions.
During Q3 2024, Kingsview Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MPRO, ITOT, AAPL) accounted for 7.6% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 1082 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPRO | Monarch Procap Index ETF | ETF-Large Cap & Growth | 3.09% | -0.21% | +9.65% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.81% | -0.03% | +9.50% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.69% | -0.56% | -0.04% | |
| 4 | MBCE | Monarch Blue Chips Elite Ind | ETF-Other | 2.28% | +0.31% | +7.05% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | +0.13% | +0.14% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.02% | -0.16% | -2.87% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -0.08% | +0.90% | |
| 8 | MAMB | Monarch Ambass Inc Indx ETF | ETF-Other | 1.90% | -0.13% | +13.87% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | -0.09% | +10.04% | |
| 10 | MSSS | Monarch Select Subsec In ETF | ETF-Other | 1.27% | +0.11% | -2.52% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.24% | -0.04% | +4.16% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.21% | +0.02% | +25.17% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.18% | — | +21.30% | |
| 14 | MVFG | Monarch Vf Glb Uncon ETF | ETF-Other | 1.16% | +0.09% | +5.59% | |
| 15 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.07% | +0.05% | +669.56% | |
| 16 | MVFD | Monarch Vol Fact Dvd Ti ETF | ETF-Other | 1.04% | -0.01% | +15.12% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.24% | +3.50% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | +0.14% | +4.69% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | -0.04% | +34.38% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.95% | -0.05% | +6.26% | |
| 21 | GE | General Electric | Stock-Industrials | 0.84% | +0.20% | +11.77% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.83% | +0.16% | -15.18% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.82% | -0.09% | +19.13% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.79% | -0.12% | +9.40% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.07% | +11.08% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.17% | -5.64% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.76% | -0.10% | +13.41% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.73% | — | +1894.84% | |
| 29 | MDPL | Monarch Dividend Plus Index | ETF-Large Cap & Growth | 0.73% | -0.13% | -1.21% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.58% | +10.82% | |
| 31 | AMT | American Tower CORP | Stock-Real Estate | 0.70% | -0.09% | +5.10% | |
| 32 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.69% | -0.01% | +132.63% | |
| 33 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.64% | -0.04% | +56.69% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.59% | — | +24.86% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.57% | -0.01% | +82.52% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.05% | +49.87% | |
| 37 | XLB | Ss Materials Select Sector | ETF-Other | 0.57% | — | +2384.28% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.01% | -0.81% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.02% | +2.46% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | -0.07% | +35.91% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.04% | +3.61% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.02% | +4.75% | |
| 43 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.50% | -0.01% | -64.34% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.14% | +6.61% | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.49% | -0.10% | +48.02% | |
| 46 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.49% | -0.01% | +45.65% | |
| 47 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.43% | +0.02% | -13.52% | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.43% | -0.02% | -3.29% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.07% | +15.71% | |
| 50 | FTA | First Trust L C Val Alp | ETF-Other | 0.41% | — | -12.90% |
According to official SEC Form 13F filings, Kingsview Wealth Management, LLC reported a total U.S. public equity portfolio value of $8.3B across 1082 disclosed positions in Q3 2024.
During Q3 2024, Kingsview Wealth Management, LLC's top holdings by market value included MPRO (3.1%)、ITOT (2.8%)、AAPL (2.7%). The largest single position, MPRO, represented 3.1% of total portfolio value.
In Q3 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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