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CIK: 0001791965
Total reported value
$8.3B
$8.3B
1098 檔
8.2%
During the Q4 2024 filing period, Kingsview Wealth Management, LLC (CIK: 0001791965) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $8.3B across 1098 reported positions.
During Q4 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, AAPL, AGG) accounted for 8.2% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 1098 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPRO | Monarch Procap Index ETF | ETF-Large Cap & Growth | 3.37% | -0.21% | +25.13% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.81% | -0.56% | +5.03% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.43% | -0.16% | +35.86% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.41% | +0.13% | +3.42% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.20% | +0.17% | +190.06% | |
| 6 | MAMB | Monarch Ambass Inc Indx ETF | ETF-Other | 2.12% | -0.13% | +26.04% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.12% | -0.09% | +3.89% | |
| 8 | MSSS | Monarch Select Subsec In ETF | ETF-Other | 2.07% | +0.11% | +85.26% | |
| 9 | MBCE | Monarch Blue Chips Elite Ind | ETF-Other | 2.04% | +0.31% | -2.30% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | -0.08% | +1.00% | |
| 11 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.56% | -0.17% | +1667.49% | |
| 12 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.43% | -0.01% | +200.40% | |
| 13 | MDPL | Monarch Dividend Plus Index | ETF-Large Cap & Growth | 1.14% | -0.13% | +78.80% | |
| 14 | MVFG | Monarch Vf Glb Uncon ETF | ETF-Other | 1.11% | +0.09% | +9.08% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.07% | -0.04% | -4.07% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.07% | -0.09% | — | |
| 17 | MVFD | Monarch Vol Fact Dvd Ti ETF | ETF-Other | 0.99% | -0.01% | +4.34% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.98% | +0.14% | -0.88% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 0.97% | +0.16% | +22.90% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.05% | +6.14% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | +0.24% | +16.76% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | -0.04% | +2.79% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | -0.07% | +10.83% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.87% | -0.10% | +2.20% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.85% | -0.12% | -8.45% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.58% | +10.47% | |
| 27 | GE | General Electric | Stock-Industrials | 0.75% | +0.20% | +10.19% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.75% | -0.04% | +1083.19% | |
| 29 | EMR | Emerson Electric Co | Stock-Industrials | 0.71% | — | +1182.64% | |
| 30 | AMT | American Tower CORP | Stock-Real Estate | 0.61% | -0.09% | +18.97% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.01% | +24.91% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.02% | +3.63% | |
| 33 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.54% | -0.04% | -9.03% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.52% | — | +6.61% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | -0.08% | +14.24% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.07% | +15.85% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.14% | +0.62% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.07% | -5.39% | |
| 39 | MBB | Ishares Mbs ETF | ETF-Other | 0.46% | -0.03% | +70.44% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.44% | +0.04% | +4157.74% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.44% | -0.03% | +85.31% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.05% | -20.62% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.04% | -6.50% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.40% | -0.01% | -20.91% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | +0.05% | +11.85% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | -0.09% | -43.50% | |
| 47 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.38% | -0.02% | -4.81% | |
| 48 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.37% | +0.02% | -11.76% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.36% | -0.01% | -15.89% | |
| 50 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.36% | -0.01% | -38.95% |
According to official SEC Form 13F filings, Kingsview Wealth Management, LLC reported a total U.S. public equity portfolio value of $8.3B across 1098 disclosed positions in Q4 2024.
During Q4 2024, Kingsview Wealth Management, LLC's top holdings by market value included MPRO (3.4%)、AAPL (2.8%)、AGG (2.4%). The largest single position, MPRO, represented 3.4% of total portfolio value.
In Q4 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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