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CIK: 0001791965
Total reported value
$8.3B
$8.3B
1086 檔
8.6%
At the close of Q1 2025, Kingsview Wealth Management, LLC disclosed equity holdings valued at approximately $8.3B, spread across 1086 reported holdings.
In Q1 2025, Kingsview Wealth Management, LLC displayed an active expansion posture, initiating 68 new positions and adding to 108 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1086 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPRO | Monarch Procap Index ETF | ETF-Large Cap & Growth | 3.30% | -0.21% | +0.18% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.00% | -0.56% | +24.12% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.43% | -0.02% | +567.92% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.38% | -0.16% | -0.87% | |
| 5 | MAMB | Monarch Ambass Inc Indx ETF | ETF-Other | 2.31% | -0.13% | +9.52% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | +0.13% | +7.28% | |
| 7 | MSSS | Monarch Select Subsec In ETF | ETF-Other | 1.95% | +0.11% | -1.42% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.94% | +0.17% | -0.27% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | -0.09% | +6.25% | |
| 10 | MBCE | Monarch Blue Chips Elite Ind | ETF-Other | 1.77% | +0.31% | -7.82% | |
| 11 | MVFG | Monarch Vf Glb Uncon ETF | ETF-Other | 1.54% | +0.09% | +49.29% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | -0.08% | +1.16% | |
| 13 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.47% | -0.17% | -5.57% | |
| 14 | MVFD | Monarch Vol Fact Dvd Ti ETF | ETF-Other | 1.29% | -0.01% | +36.73% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.08% | +0.24% | +8.77% | |
| 16 | MDPL | Monarch Dividend Plus Index | ETF-Large Cap & Growth | 1.05% | -0.13% | -8.01% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | -0.14% | +124.82% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.00% | -0.04% | +15.07% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.99% | -0.09% | -6.55% | |
| 20 | GE | General Electric | Stock-Industrials | 0.94% | +0.20% | +7.73% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | -0.04% | +6.22% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.92% | -0.12% | +8.09% | |
| 23 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.92% | +0.07% | +344.28% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.88% | -0.58% | +11.82% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.87% | +0.14% | +0.71% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.85% | +0.16% | +1.21% | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 0.80% | -0.11% | +410.75% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.77% | -0.10% | +13.68% | |
| 29 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-Other | 0.69% | -0.05% | +8093.73% | |
| 30 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.69% | -0.08% | +14747.79% | |
| 31 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.69% | -0.04% | -4.21% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.02% | +1.47% | |
| 33 | MBB | Ishares Mbs ETF | ETF-Other | 0.51% | -0.03% | +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% | -0.03% | +8.61% | |
| 36 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.47% | -0.04% | -10.03% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.01% | -17.86% | |
| 38 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.45% | -0.01% | -66.72% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.07% | +1.43% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.43% | +0.04% | +6.17% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.05% | -7.90% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.41% | -0.01% | +16.03% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.07% | +3.23% | |
| 44 | IAU | Ishares Gold Trust | ETF-Commodities | 0.40% | -0.10% | +0.23% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | -0.07% | -59.34% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.38% | -0.07% | +71.60% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.05% | -61.28% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | -0.08% | +1.55% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.15% | +3.43% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.34% | -0.09% | +4.30% |
| # | 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 | XAR | Ss Spdr S&p Aerospace Def | +0.2% | +1.73% | Add |
| 20 | COST | Costco Wholesale CORP | +0.2% | -61.28% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -7.90% | Add |
| 22 | KR | Kroger Co | +0.2% | -12.39% | Add |
| 23 | MBB | Ishares Mbs ETF | +0.2% | +11.27% | Add |
| 24 | IBM | Intl Business Machines CORP | +0.2% | +102.61% | Add |
| 25 | CI | THE Cigna Group | +0.2% | +4.10% | Add |
| 26 | KIE | Ss Spdr S&p Insurance ETF | +0.2% | -2.32% | Add |
| 27 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +16.03% | Add |
| 28 | IAU | Ishares Gold Trust | +0.2% | +0.23% | Add |
| 29 | IPG | Interpublic Group Of Cos Inc | +0.2% | +37.13% | Add |
| 30 | ELV | Elevance Health Inc | +0.2% | +4.39% | Add |
| 31 | NXST | Nexstar Media Group Inc | +0.2% | +5.10% | Add |
| 32 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +7.39% | Add |
| 33 | GPC | Genuine Parts Co | +0.2% | -1.27% | Add |
| 34 | IHI | Ishares U.s. Medical Devices | +0.2% | -7.73% | Add |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +7.89% | Add |
| 36 | AVGO | Broadcom Inc | +0.1% | +1.55% | Add |
| 37 | XSD | Ss Spdr S&p Semiconductor | +0.1% | +10.87% | Add |
| 38 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +11.05% | Add |
| 39 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | -1.39% | Add |
| 40 | META | Meta Platforms Inc-class A | +0.1% | +124.82% | Add |
| 41 | ACN | Accenture plc | +0.1% | +264.48% | Add |
| 42 | BAB | Invesco Taxable Municipal Bo | +0.1% | +10.18% | Add |
| 43 | MRK | Merck & Co. Inc. | +0.1% | +4.30% | Add |
| 44 | SJM | Jm Smucker Co/the | +0.1% | +6.35% | Add |
| 45 | XLF | Ss Financial Select Sector | +0.1% | -5.39% | Add |
| 46 | ALSN | Allison Transmission Holding | +0.1% | -6.19% | Add |
| 47 | VO | Vanguard Mid-cap ETF | +0.1% | -5.45% | Add |
| 48 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +7.81% | Add |
| 49 | XOM | Exxon Mobil CORP | +0.1% | -1.75% | Add |
| 50 | VTV | Vanguard Value ETF | +0.1% | -9.99% | Add |
According to official SEC Form 13F filings, Kingsview Wealth Management, LLC reported a total U.S. public equity portfolio value of $8.3B across 1086 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MPRO, AAPL, SGOV) accounted for 8.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
SGOV
市值: $129.2M
Top Position Liquidated / Trimmed
DGLUSD
前期市值: $11.8M
During Q1 2025, Kingsview Wealth Management, LLC's top holdings by market value included MPRO (3.3%)、AAPL (3.0%)、SGOV (2.4%). The largest single position, MPRO, represented 3.3% of total portfolio value.
In Q1 2025, Kingsview Wealth Management, LLC made 200 total portfolio adjustments, initiating 68 new buys, adding to 108 positions, trimming 20 holdings, and fully liquidating 4 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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