Kingsview Wealth Management, LLC — Q1 2025 13F Holdings

Name: Kingsview Wealth Management, LLC — 13F Holdings, Q1 2025
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 1086 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MPRO	Monarch Procap Index ETF	ETF-Large Cap & Growth	3.30%	-0.02%	+0.18%
2	AAPL	Apple INC	Stock-Tech	3.00%	—	+24.12%
3	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	2.43%	—	+567.92%
4	AGG	Ishares Core U.s. Aggregate	ETF-Other	2.38%	+0.41%	-0.87%
5	MAMB	Monarch Ambass INC Indx ETF	ETF-Other	2.31%	+0.16%	+9.52%
6	NVDA	Nvidia CORP	Stock-Tech	2.02%	-0.02%	+7.28%
7	MSSS	Monarch Select Subsec In ETF	ETF-Other	1.95%	—	-1.42%
8	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	1.94%	—	-0.27%
9	AMZN	Amazon.com INC	Stock-Consumer Disc	1.89%	—	+6.25%
10	MBCE	Monarch Blue Chips Elite Ind	ETF-Other	1.77%	+0.02%	-7.82%
11	MVFG	Monarch Vf Glb Uncon ETF	ETF-Other	1.54%	+0.15%	+49.29%
12	MSFT	Microsoft CORP	Stock-Tech	1.52%	-0.34%	+1.16%
13	SPTI	Ss Spdr P Int Term Tsy ETF	ETF-Other	1.47%	—	-5.57%
14	MVFD	Monarch Vol Fact Dvd Ti ETF	ETF-Other	1.29%	+0.13%	+36.73%
15	LLY	Eli Lilly & Co	Stock-Healthcare	1.08%	—	+8.77%
16	MDPL	Monarch Dividend Plus Index	ETF-Large Cap & Growth	1.05%	—	-8.01%
17	META	Meta Platforms Inc-class A	Stock-Comm Services	1.03%	—	+124.82%
18	ORCL	Oracle CORP	Stock-Tech	1.00%	-0.14%	+15.07%
19	SPAB	Ss Spdr P Agg Bond ETF	ETF-Other	0.99%	—	-6.55%
20	GE	General Electric	Stock-Industrials	0.94%	-0.21%	+7.73%
21	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.94%	+0.10%	+6.22%
22	NFLX	Netflix INC	Stock-Comm Services	0.92%	—	+8.09%
23	SFLR	Innovator Eqty Mgd Floor ETF	ETF-Other	0.92%	—	+344.28%
24	MA	Mastercard INC - A	Stock-Financials	0.88%	—	+11.82%
25	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.87%	—	+0.71%
26	XLK	Ss Technology Select Sector	ETF-Tech	0.85%	+0.08%	+1.21%
27	DHR	Danaher CORP	Stock-Healthcare	0.80%	—	+410.75%
28	CRM	Salesforce INC	Stock-Tech	0.77%	—	+13.68%
29	JAJL	Innovator Edp ETF - 6m Ja/jy	ETF-Other	0.69%	—	+8093.73%
30	SPG	Simon Property Group INC	Stock-Real Estate	0.69%	—	+14747.79%
31	XLC	Ss Comm Select Sector Spdr	ETF-Other	0.69%	+0.58%	-4.21%
32	JPM	Jpmorgan Chase & Co	Stock-Financials	0.57%	—	+1.47%
33	MBB	Ishares Mbs ETF	ETF-Other	0.51%	+0.19%	+11.27%
34	XLV	Ss Health Care Select Sector	ETF-Other	0.51%	—	-5.40%
35	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.47%	+0.19%	+8.61%
36	FTSM	First Trust Enh Short Mat Fd	ETF-Other	0.47%	—	-10.03%
37	HD	Home Depot INC	Stock-Consumer Disc	0.45%	—	-17.86%
38	BUFF	Innovator Laddered Allocatio	ETF-Other	0.45%	—	-66.72%
39	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.44%	—	+1.43%
40	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-Other	0.43%	—	+6.17%
41	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.43%	—	-7.90%
42	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	0.41%	—	+16.03%
43	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.41%	—	+3.23%
44	IAU	Ishares Gold Trust	ETF-Commodities	0.40%	—	+0.23%
45	V	Visa Inc-class A Shares	Stock-Financials	0.40%	—	-59.34%
46	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	0.38%	—	+71.60%
47	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.37%	-0.59%	-61.28%
48	AVGO	Broadcom INC	Stock-Tech	0.36%	+0.70%	+1.55%
49	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.35%	—	+3.43%
50	MRK	Merck & Co. INC.	Stock-Healthcare	0.34%	—	+4.30%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Kingsview Wealth Management, LLC for the quarter ending Q1 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SPYG	Ss Spdr P S&p 500 Growth ETF	+1.4%	-0.27%	Add
2	SPTI	Ss Spdr P Int Term Tsy ETF	+1.4%	-5.57%	Add
3	MAMB	Monarch Ambass INC Indx ETF	+1.1%	+9.52%	Add
4	LLY	Eli Lilly & Co	+0.8%	+8.77%	Add
5	NVDA	Nvidia CORP	+0.7%	+7.28%	Add
6	MBCE	Monarch Blue Chips Elite Ind	+0.7%	-7.82%	Add
7	MPRO	Monarch Procap Index ETF	+0.7%	+0.18%	Add
8	MA	Mastercard INC - A	+0.6%	+11.82%	Add
9	NFLX	Netflix INC	+0.6%	+8.09%	Add
10	CRM	Salesforce INC	+0.6%	+13.68%	Add
11	XLC	Ss Comm Select Sector Spdr	+0.6%	-4.21%	Add
12	ORCL	Oracle CORP	+0.5%	+15.07%	Add
13	VOO	Vanguard S&p 500 ETF	+0.5%	+6.22%	Add
14	XLV	Ss Health Care Select Sector	+0.5%	-5.40%	Add
15	BIL	Ss Spdr Bb 1-3m T-bill ETF	+0.4%	+71.60%	Add
16	JEPI	Jpmorgan Equity Premium Inco	+0.3%	+38.44%	Add
17	FTSM	First Trust Enh Short Mat Fd	+0.3%	-10.03%	Add
18	SCHD	Schwab US Dvd Equity ETF	+0.2%	+16.36%	Add
19	COST	Costco Wholesale CORP	+0.2%	-61.28%	Add
20	BRK-B	Berkshire Hathaway Inc-cl B	+0.2%	-7.90%	Add
21	MBB	Ishares Mbs ETF	+0.2%	+11.27%	Add
22	IEF	Ishares 7-10 Year Treasury B	+0.2%	+16.03%	Add
23	IAU	Ishares Gold Trust	+0.2%	+0.23%	Add
24	AVGO	Broadcom INC	+0.1%	+1.55%	Add
25	META	Meta Platforms Inc-class A	+0.1%	+124.82%	Add
26	MRK	Merck & Co. INC.	+0.1%	+4.30%	Add
27	DHR	Danaher CORP	0%	+410.75%	Add
28	XLK	Ss Technology Select Sector	0%	+1.21%	Add
29	AGG	Ishares Core U.s. Aggregate	-0.3%	-0.87%	Add
30	AMZN	Amazon.com INC	-0.3%	+6.25%	Add
31	PYPL	Paypal Holdings INC	-0.9%	-17.88%	Trim
32	SBUX	Starbucks CORP	-0.9%	-7.04%	Trim
33	AAPL	Apple INC	-0.9%	+24.12%	Add
34	JNK	Ss Spdr Bb High Yield Bond	-1.1%	-4.81%	Trim
35	MSFT	Microsoft CORP	-1.3%	+1.16%	Add
36	SGOV	Ishares 0-3 Month Treasury B	—	NEW	New buy
37	MSSS	Monarch Select Subsec In ETF	—	NEW	New buy
38	MVFG	Monarch Vf Glb Uncon ETF	—	NEW	New buy
39	MVFD	Monarch Vol Fact Dvd Ti ETF	—	NEW	New buy
40	MDPL	Monarch Dividend Plus Index	—	NEW	New buy
41	SPAB	Ss Spdr P Agg Bond ETF	—	NEW	New buy
42	GE	General Electric	—	NEW	New buy
43	SFLR	Innovator Eqty Mgd Floor ETF	—	NEW	New buy
44	JAJL	Innovator Edp ETF - 6m Ja/jy	—	NEW	New buy
45	SPG	Simon Property Group INC	—	NEW	New buy
46	BUFF	Innovator Laddered Allocatio	—	NEW	New buy
47	SPTM	Ss Spdr P S&p 1500 Comp ETF	—	NEW	New buy
48	QQQM	Invesco Nasdaq 100 ETF	—	NEW	New buy
49	TAP	Molson Coors Beverage Co - B	—	NEW	New buy
50	BLK	Blackrock INC	—	NEW	New buy