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CIK: 0001791965
Total reported value
$8.3B
$8.3B
1193 檔
9.9%
In Q3 2025, Kingsview Wealth Management, LLC's U.S. equity holdings reached a combined market value of $8.3B, distributed across 1193 disclosed stock positions.
In Q3 2025, Kingsview Wealth Management, LLC displayed an active expansion posture, initiating 42 new positions and adding to 101 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1193 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPRO | Monarch Procap Index ETF | ETF-Large Cap & Growth | 3.07% | -0.21% | -19.07% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.72% | +0.13% | -0.77% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | -0.08% | +36.61% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.21% | +0.17% | +2.40% | |
| 5 | MAMB | Monarch Ambass Inc Indx ETF | ETF-Other | 2.17% | -0.13% | +8.36% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.13% | -0.56% | -0.55% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.83% | -0.16% | -25.18% | |
| 8 | MVFG | Monarch Vf Glb Uncon ETF | ETF-Other | 1.82% | +0.09% | +9.75% | |
| 9 | MSSS | Monarch Select Subsec In ETF | ETF-Other | 1.81% | +0.11% | +26.02% | |
| 10 | MBCE | Monarch Blue Chips Elite Ind | ETF-Other | 1.76% | +0.31% | +9.34% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.44% | -0.04% | -11.91% | |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.33% | -0.17% | +9.69% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | -0.09% | -1.52% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | -0.04% | +15.29% | |
| 15 | MVFD | Monarch Vol Fact Dvd Ti ETF | ETF-Other | 1.14% | -0.01% | +3.34% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.14% | +177.20% | |
| 17 | GE | General Electric | Stock-Industrials | 0.97% | +0.20% | +2.62% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.24% | +15.37% | |
| 19 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.97% | +0.07% | +4.51% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.94% | +0.14% | -3.27% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.93% | +0.01% | +611.10% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.91% | -0.09% | +11.04% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.05% | +18.23% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.84% | -0.12% | +7.30% | |
| 25 | MDPL | Monarch Dividend Plus Index | ETF-Large Cap & Growth | 0.83% | -0.13% | -4.03% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.78% | +0.16% | -22.94% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 0.78% | +0.59% | +9.89% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | -0.58% | +10.42% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.76% | — | +1892.57% | |
| 30 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.71% | -0.01% | +161.01% | |
| 31 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-Other | 0.68% | -0.05% | -0.78% | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.68% | -0.02% | +1206.19% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.02% | +5.91% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | -0.08% | +0.28% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.07% | +6.46% | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.54% | -0.10% | +40.94% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-Other | 0.50% | — | -16.06% | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.49% | -0.01% | +52.65% | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.47% | +0.04% | +3.40% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.47% | +0.12% | -17.72% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.46% | -0.01% | +62.37% | |
| 42 | XLB | Ss Materials Select Sector | ETF-Other | 0.45% | — | +2438.29% | |
| 43 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.42% | +0.05% | +58.59% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.40% | -0.07% | +11.24% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.01% | +0.21% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | -0.07% | -10.28% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | +0.01% | +68.15% | |
| 48 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.38% | -0.01% | +1.08% | |
| 49 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.35% | -0.04% | -2.18% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | +0.05% | +2.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | +36.61% | Add |
| 2 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.7% | +1892.57% | Add |
| 3 | NVDA | Nvidia CORP | +0.7% | -0.77% | Trim |
| 4 | IBM | Intl Business Machines CORP | +0.7% | +611.10% | Add |
| 5 | BKNG | Booking Holdings Inc | +0.6% | +1206.19% | Add |
| 6 | TXN | Texas Instruments Inc | +0.5% | +9.89% | Add |
| 7 | COST | Costco Wholesale CORP | +0.5% | +18.23% | Add |
| 8 | ORCL | Oracle CORP | +0.4% | -11.91% | Trim |
| 9 | XLRE | Ss Real Estate Select Sector | +0.4% | +161.01% | Add |
| 10 | XLB | Ss Materials Select Sector | +0.4% | +2438.29% | Add |
| 11 | MVFG | Monarch Vf Glb Uncon ETF | +0.3% | +9.75% | Add |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +2.40% | Add |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | +0.2% | +637.32% | Add |
| 14 | ITB | Ishares U.s. Home Constructi | +0.2% | +2602.32% | Add |
| 15 | AVGO | Broadcom Inc | +0.2% | +0.28% | Add |
| 16 | BALT | Inn Defined Wealth Shield | +0.2% | +58.59% | Add |
| 17 | VOO | Vanguard S&p 500 ETF | +0.2% | +15.29% | Add |
| 18 | CGDV | Cap Group Dividend Value | +0.2% | +164.77% | Add |
| 19 | PYLD | Pimco Multisector Bond Actv | +0.2% | +1168.72% | Add |
| 20 | VUG | Vanguard Growth ETF | +0.2% | +68.15% | Add |
| 21 | BAH | Booz Allen Hamilton Holdings | +0.2% | +25.12% | Add |
| 22 | GDX | Vaneck Gold Miners ETF | +0.2% | +20.78% | Add |
| 23 | XLP | Ss Consumer Staples Sel Sect | +0.2% | +62.37% | Add |
| 24 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +185.99% | Add |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +1348.50% | Add |
| 26 | SYF | Synchrony Financial | +0.2% | -1.85% | Add |
| 27 | GIS | General Mills Inc | +0.2% | +1660.13% | Add |
| 28 | IAU | Ishares Gold Trust | +0.1% | +40.94% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.46% | Add |
| 30 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | -17.72% | Add |
| 31 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +105.84% | Add |
| 32 | BAB | Invesco Taxable Municipal Bo | +0.1% | +109.26% | Add |
| 33 | QCOM | Qualcomm Inc | +0.1% | +161.10% | Add |
| 34 | HRB | H&r Block Inc | +0.1% | +3375.94% | Add |
| 35 | OC | Owens Corning | +0.1% | +0.20% | Add |
| 36 | UNH | Unitedhealth Group Inc | +0.1% | -0.77% | Add |
| 37 | TSLA | Tesla Inc | +0.1% | +2.31% | Add |
| 38 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +17.61% | Add |
| 39 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | +39.62% | Add |
| 40 | FDX | Fedex CORP | +0.1% | +1167.25% | Add |
| 41 | JNJ | Johnson & Johnson | +0.1% | +24.49% | Add |
| 42 | EMR | Emerson Electric Co | +0.1% | -3.22% | Add |
| 43 | PM | Philip Morris International | +0.1% | +176.66% | Add |
| 44 | IDV | Ishares International Select | +0.1% | +18.13% | Add |
| 45 | PLTR | Palantir Technologies Inc-a | +0.1% | +55.62% | Add |
| 46 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +12.09% | Add |
| 47 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +544.87% | Add |
| 48 | DOX | Amdocs Limited | +0.1% | — | Add |
| 49 | CVS | Cvs Health CORP | +0.1% | +316.20% | Add |
| 50 | SCHF | Schwab Intl Equity ETF | +0.1% | +265.36% | 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 1193 disclosed positions in Q3 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, NVDA, MSFT) accounted for 9.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
PBJ
市值: $16.0M
Top Position Liquidated / Trimmed
XPH
前期市值: $11.4M
During Q3 2025, Kingsview Wealth Management, LLC's top holdings by market value included MPRO (3.1%)、NVDA (2.7%)、MSFT (2.3%). The largest single position, MPRO, represented 3.1% of total portfolio value.
In Q3 2025, Kingsview Wealth Management, LLC made 200 total portfolio adjustments, initiating 42 new buys, adding to 101 positions, trimming 47 holdings, and fully liquidating 10 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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