Kingsview Wealth Management

Latest statistics and disclosures from Kingsview Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MPRO, ITOT, AAPL, MBCC, NVDA, and represent 13.15% of Kingsview Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: BALT (+$44M), XLU (+$33M), XLB (+$26M), XLRE (+$19M), AVGO (+$15M), MPRO (+$13M), XLP (+$12M), VOO (+$12M), ITOT (+$12M), BND (+$12M).
  • Started 137 new stock positions in SPHD, IDXX, SF, DMAY, DBP, IQQQ, NRO, RBLX, AEE, CBRE.
  • Reduced shares in these 10 stocks: BUFF (-$43M), XLC (-$26M), XLY (-$13M), FDT (-$10M), FNF (-$9.7M), XLI (-$7.4M), XLF (-$7.4M), XLK (-$7.1M), WMT (-$6.6M), ALL (-$6.4M).
  • Sold out of its positions in BTAL, ALE, APH, AOMR, ACB, BMO, GOLD, BRY, BOE, BRLN.
  • Kingsview Wealth Management was a net buyer of stock by $296M.
  • Kingsview Wealth Management has $4.8B in assets under management (AUM), dropping by 12.34%.
  • Central Index Key (CIK): 0001791965

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Portfolio Holdings for Kingsview Wealth Management

Kingsview Wealth Management holds 1082 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Kingsview Wealth Management has 1082 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Northern Lts Fd Tr Iv Monarch Procap I (MPRO) 3.1 $147M +9% 4.8M 30.37
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Ishares Tr Core S&p Ttl Stk (ITOT) 2.8 $134M +9% 1.1M 125.62
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Apple (AAPL) 2.7 $128M 549k 233.00
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Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC) 2.3 $109M +7% 3.1M 34.83
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NVIDIA Corporation (NVDA) 2.3 $108M 890k 121.44
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Ishares Tr Core Us Aggbd Et (AGG) 2.0 $96M -2% 947k 101.27
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Microsoft Corporation (MSFT) 1.9 $91M 211k 430.30
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Northern Lts Fd Tr Iv Monarch Ambassad (MAMB) 1.9 $91M +13% 3.9M 23.24
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Amazon (AMZN) 1.9 $89M +10% 477k 186.33
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Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS) 1.3 $61M -2% 2.1M 28.98
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Oracle Corporation (ORCL) 1.2 $59M +4% 345k 170.40
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $58M +25% 768k 75.11
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.2 $56M +21% 927k 60.42
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Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG) 1.2 $55M +5% 2.0M 27.53
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Innovator Etfs Trust Defined Wlt Shld (BALT) 1.1 $51M +669% 1.7M 30.83
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Northern Lts Fd Tr Iv Monarch Vol Fact (MVFD) 1.0 $49M +15% 1.9M 26.39
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Eli Lilly & Co. (LLY) 1.0 $48M +3% 55k 885.93
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $48M +4% 99k 488.07
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $47M +34% 89k 527.67
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Costco Wholesale Corporation (COST) 0.9 $45M +6% 51k 886.51
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Ge Aerospace Com New (GE) 0.8 $40M +11% 211k 188.58
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Select Sector Spdr Tr Technology (XLK) 0.8 $39M -15% 175k 225.76
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Merck & Co (MRK) 0.8 $39M +19% 345k 113.56
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Netflix (NFLX) 0.8 $38M +9% 53k 709.27
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Visa Com Cl A (V) 0.8 $37M +11% 134k 274.95
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $37M -5% 442k 82.94
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salesforce (CRM) 0.8 $36M +13% 131k 273.71
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.7 $35M +1894% 433k 80.78
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Northern Lts Fd Tr Iv Monarch Divid Pl (MDPL) 0.7 $35M 1.3M 26.77
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Mastercard Incorporated Cl A (MA) 0.7 $34M +10% 69k 493.80
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American Tower Reit (AMT) 0.7 $33M +5% 144k 232.56
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.7 $33M +132% 736k 44.67
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.6 $30M +56% 505k 59.87
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $28M +24% 182k 154.02
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $27M +82% 327k 83.00
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $27M +49% 59k 460.26
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Select Sector Spdr Tr Sbi Materials (XLB) 0.6 $27M +2384% 279k 96.38
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Home Depot (HD) 0.5 $26M 64k 405.20
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JPMorgan Chase & Co. (JPM) 0.5 $25M +2% 118k 210.86
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $25M +35% 43k 573.76
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Johnson & Johnson (JNJ) 0.5 $25M +3% 152k 162.06
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $24M +4% 42k 576.83
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Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.5 $24M -64% 543k 44.12
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Meta Platforms Cl A (META) 0.5 $24M +6% 42k 572.44
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Ishares Gold Tr Ishares New (IAU) 0.5 $23M +48% 470k 49.70
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $23M +45% 236k 98.12
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First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.4 $21M -13% 157k 131.44
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $20M -3% 202k 100.72
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $19M +15% 117k 165.85
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First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.4 $19M -12% 245k 79.13
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McDonald's Corporation (MCD) 0.4 $17M +5% 57k 304.51
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Chevron Corporation (CVX) 0.4 $17M +14% 115k 147.27
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Broadcom (AVGO) 0.4 $17M +1039% 98k 172.50
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $17M 85k 198.06
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Exxon Mobil Corporation (XOM) 0.3 $16M +2% 133k 117.22
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Abbvie (ABBV) 0.3 $15M +3% 74k 197.48
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Amgen (AMGN) 0.3 $15M +37% 45k 322.21
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Ishares Tr Mbs Etf (MBB) 0.3 $15M -24% 151k 95.81
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Pepsi (PEP) 0.3 $15M +2% 85k 170.05
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $14M +108% 147k 98.10
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Alphabet Cap Stk Cl C (GOOG) 0.3 $14M -4% 84k 167.19
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Texas Instruments Incorporated (TXN) 0.3 $14M +73% 67k 206.57
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Spdr Ser Tr Portfolio Short (SPSB) 0.3 $14M -9% 454k 30.28
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Procter & Gamble Company (PG) 0.3 $14M +4% 79k 173.20
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Comcast Corp Cl A (CMCSA) 0.3 $13M +3% 321k 41.77
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Vanguard Index Fds Growth Etf (VUG) 0.3 $13M +22% 34k 383.93
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $13M -7% 249k 52.86
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Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.3 $13M +121% 470k 27.57
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $13M -28% 114k 112.98
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Cisco Systems (CSCO) 0.3 $13M +4% 239k 53.22
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $13M +34% 255k 49.41
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Nextera Energy (NEE) 0.3 $12M -4% 147k 84.53
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ConAgra Foods (CAG) 0.2 $12M -7% 358k 32.52
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $12M -20% 195k 59.51
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Thermo Fisher Scientific (TMO) 0.2 $12M 19k 618.58
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Tesla Motors (TSLA) 0.2 $12M -3% 44k 261.63
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First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.2 $11M -47% 197k 57.67
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $11M +14% 124k 91.81
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $11M +6% 40k 283.16
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Allison Transmission Hldngs I (ALSN) 0.2 $11M 116k 96.07
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Cigna Corp (CI) 0.2 $11M +2% 32k 346.44
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Walt Disney Company (DIS) 0.2 $11M +13% 113k 96.19
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S&p Global (SPGI) 0.2 $11M -6% 21k 516.61
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Lockheed Martin Corporation (LMT) 0.2 $11M +2% 18k 584.56
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BlackRock (BLK) 0.2 $11M +2% 11k 949.53
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CVS Caremark Corporation (CVS) 0.2 $11M 169k 62.88
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Danaher Corporation (DHR) 0.2 $11M +2% 38k 278.02
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Lowe's Companies (LOW) 0.2 $10M +5% 38k 270.85
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First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $10M NEW 98k 104.17
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Analog Devices (ADI) 0.2 $10M 44k 230.17
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Genpact SHS (G) 0.2 $10M 258k 39.21
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Kroger (KR) 0.2 $9.7M +3% 170k 57.30
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First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.2 $9.6M -32% 229k 41.96
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MarketAxess Holdings (MKTX) 0.2 $9.5M 37k 256.20
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Ss&c Technologies Holding (SSNC) 0.2 $9.5M 129k 74.21
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $9.5M +18% 91k 104.18
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Spdr Gold Tr Gold Shs (GLD) 0.2 $9.3M -2% 38k 243.06
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $9.3M +3% 79k 116.96
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Owens Corning (OC) 0.2 $9.3M +4% 53k 176.52
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Booking Holdings (BKNG) 0.2 $9.2M +191% 2.2k 4212.12
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Vanguard World Mega Grwth Ind (MGK) 0.2 $9.1M 28k 321.95
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Cognizant Technology Solutio Cl A (CTSH) 0.2 $9.1M +2% 118k 77.18
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Willis Towers Watson SHS (WTW) 0.2 $9.1M +2% 31k 294.53
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EQT Corporation (EQT) 0.2 $9.1M +23% 248k 36.64
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Graphic Packaging Holding Company (GPK) 0.2 $9.0M +2% 304k 29.59
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Anthem (ELV) 0.2 $9.0M +3% 17k 520.00
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Abbott Laboratories (ABT) 0.2 $8.9M 78k 114.01
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Adobe Systems Incorporated (ADBE) 0.2 $8.9M -6% 17k 517.78
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Royal Gold (RGLD) 0.2 $8.9M +2% 63k 140.30
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Smucker J M Com New (SJM) 0.2 $8.9M NEW 73k 121.10
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Steel Dynamics (STLD) 0.2 $8.9M +7% 70k 126.08
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Dollar General (DG) 0.2 $8.8M +5567% 105k 84.57
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Microchip Technology (MCHP) 0.2 $8.8M -5% 110k 80.29
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $8.8M +19% 104k 84.53
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Qualcomm (QCOM) 0.2 $8.7M +21% 51k 170.05
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Ishares Tr Core Div Grwth (DGRO) 0.2 $8.7M +37% 139k 62.69
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Molson Coors Beverage CL B (TAP) 0.2 $8.7M +5% 151k 57.52
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Paychex (PAYX) 0.2 $8.7M 65k 134.19
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First Tr Exchange-traded Intermediate Gov (MGOV) 0.2 $8.6M -39% 413k 20.87
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $8.6M -41% 171k 50.22
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $8.5M +6% 137k 62.32
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Mondelez Intl Cl A (MDLZ) 0.2 $8.4M +14% 114k 73.67
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Vanguard Index Fds Value Etf (VTV) 0.2 $8.4M +31% 48k 174.57
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $8.3M +2% 31k 263.83
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Brunswick Corporation (BC) 0.2 $8.3M +4% 99k 83.82
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Nexstar Media Group Common Stock (NXST) 0.2 $8.2M +3% 50k 165.35
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Ishares Tr Us Home Cons Etf (ITB) 0.2 $8.2M +1096% 64k 127.10
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Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.2 $8.1M +26% 361k 22.53
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Automatic Data Processing (ADP) 0.2 $8.0M +3% 29k 276.73
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Dorchester Minerals Com Unit (DMLP) 0.2 $8.0M -4% 264k 30.15
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Spdr Ser Tr Aerospace Def (XAR) 0.2 $7.9M +5% 50k 157.34
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Spdr Ser Tr S&p Homebuild (XHB) 0.2 $7.9M +2386% 64k 124.56
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Sonoco Products Company (SON) 0.2 $7.9M +5% 145k 54.63
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Nike CL B (NKE) 0.2 $7.9M +25% 89k 88.40
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $7.9M NEW 267k 29.41
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Wal-Mart Stores (WMT) 0.2 $7.8M -45% 97k 80.75
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Cable One (CABO) 0.2 $7.8M +5% 22k 349.79
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $7.8M +2% 115k 67.51
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Encana Corporation (OVV) 0.2 $7.7M +20% 202k 38.31
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Diamondback Energy (FANG) 0.2 $7.7M +3% 45k 172.40
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $7.7M 85k 90.80
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Honeywell International (HON) 0.2 $7.6M 37k 206.71
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $7.4M +4% 20k 375.39
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Vail Resorts (MTN) 0.2 $7.3M +6% 42k 174.29
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $7.2M +6% 101k 71.76
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First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.2 $7.2M +107% 90k 79.64
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Eaton Corp SHS (ETN) 0.2 $7.2M -3% 22k 331.44
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $7.2M -19% 142k 50.60
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First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.2 $7.1M +53% 96k 74.37
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $7.1M +6% 120k 59.22
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Ab Active Etfs Ultra Short Incm (YEAR) 0.1 $7.1M +17% 140k 50.84
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Spdr Ser Tr S&p Ins Etf (KIE) 0.1 $6.8M 120k 56.75
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TransDigm Group Incorporated (TDG) 0.1 $6.8M -7% 4.8k 1427.08
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Altria (MO) 0.1 $6.8M -47% 133k 51.04
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Invesco Exchange Traded Fd T Food & Beverage (PBJ) 0.1 $6.8M NEW 140k 48.35
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Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) 0.1 $6.8M 59k 115.54
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $6.7M -44% 179k 37.56
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Ishares Tr Us Hlthcr Pr Etf (IHF) 0.1 $6.7M 117k 57.11
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Truist Financial Corp equities (TFC) 0.1 $6.6M +2% 154k 42.77
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $6.6M +16% 51k 128.20
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $6.6M +50% 129k 50.88
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $6.5M 67k 97.42
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First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.1 $6.5M +55% 117k 55.55
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Air Products & Chemicals (APD) 0.1 $6.4M 22k 297.74
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $6.2M -5% 208k 29.89
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $6.2M +15% 31k 200.85
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $6.1M +52% 28k 220.89
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UnitedHealth (UNH) 0.1 $6.1M +4% 11k 584.65
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American Express Company (AXP) 0.1 $6.0M +8% 22k 271.19
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Raytheon Technologies Corp (RTX) 0.1 $6.0M +79% 50k 121.16
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Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 0.1 $5.9M +4% 118k 50.30
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Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $5.9M -30% 60k 97.79
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Union Pacific Corporation (UNP) 0.1 $5.9M 24k 246.48
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $5.8M -47% 70k 83.15
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Vanguard World Inf Tech Etf (VGT) 0.1 $5.8M -5% 9.9k 586.53
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TJX Companies (TJX) 0.1 $5.7M 49k 117.54
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At&t (T) 0.1 $5.7M +5% 260k 22.00
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $5.7M +19% 47k 119.70
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Spdr Ser Tr Russell Low Vol (ONEV) 0.1 $5.7M 44k 129.79
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $5.6M +30% 107k 52.81
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $5.6M 24k 230.59
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $5.6M +5% 23k 245.45
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $5.6M +117% 61k 91.31
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Ishares Tr National Mun Etf (MUB) 0.1 $5.6M +6% 51k 108.63
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International Business Machines (IBM) 0.1 $5.5M +10% 25k 221.08
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Verizon Communications (VZ) 0.1 $5.5M -4% 122k 44.91
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Innovator Etfs Trust Quity Managd Flr (SFLR) 0.1 $5.5M +32% 172k 31.81
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Select Sector Spdr Tr Financial (XLF) 0.1 $5.5M -57% 121k 45.32
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First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $5.5M 100k 54.48
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United Parcel Service CL B (UPS) 0.1 $5.5M +97% 40k 136.34
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $5.4M 114k 47.85
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $5.4M +9% 98k 54.93
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $5.3M +6% 73k 72.97
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Phillips 66 (PSX) 0.1 $5.3M 41k 131.45
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Realty Income (O) 0.1 $5.3M +36% 84k 63.42
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Coca-Cola Company (KO) 0.1 $5.3M +6% 73k 71.86
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Stryker Corporation (SYK) 0.1 $5.1M 14k 361.27
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $5.1M +187% 43k 117.29
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $5.1M +3% 53k 96.52
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $5.0M 196k 25.75
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $5.0M +21% 86k 57.83
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Bristol Myers Squibb (BMY) 0.1 $4.9M +189% 95k 51.74
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Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.1 $4.9M +95% 182k 26.95
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $4.8M +7% 22k 220.06
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $4.7M -49% 163k 29.06
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $4.7M +47% 50k 93.11
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Williams Companies (WMB) 0.1 $4.6M 101k 45.65
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $4.6M +199% 91k 50.74
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Caterpillar (CAT) 0.1 $4.6M 12k 391.12
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Cummins (CMI) 0.1 $4.6M +4% 14k 323.79
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Wec Energy Group (WEC) 0.1 $4.5M 47k 96.18
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $4.5M +6% 76k 59.21
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Bank of America Corporation (BAC) 0.1 $4.5M +10% 112k 39.68
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $4.4M +25% 94k 47.13
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Wells Fargo & Company (WFC) 0.1 $4.4M -4% 78k 56.49
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Northrop Grumman Corporation (NOC) 0.1 $4.4M 8.3k 528.06
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3M Company (MMM) 0.1 $4.4M -2% 32k 136.70
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First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $4.4M +60% 178k 24.64
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Duke Energy Corp Com New (DUK) 0.1 $4.4M +12% 38k 115.30
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Lam Research Corporation (LRCX) 0.1 $4.4M -9% 5.3k 816.15
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $4.3M +64% 50k 86.82
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.1 $4.3M +2% 226k 19.07
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $4.3M +29% 36k 120.37
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $4.2M 23k 179.30
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $4.1M +26% 397k 10.45
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $4.1M -5% 13k 314.39
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Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.1 $4.1M +76% 159k 25.64
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Motorola Solutions Com New (MSI) 0.1 $4.0M 9.0k 449.64
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Ishares Tr U S Equity Factr (LRGF) 0.1 $4.0M -45% 68k 58.77
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Marathon Petroleum Corp (MPC) 0.1 $4.0M +4% 24k 162.91
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First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $3.9M -54% 165k 23.96
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $3.9M +16% 45k 87.74
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First Tr Value Line Divid In SHS (FVD) 0.1 $3.9M +9% 86k 45.49
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Ishares Msci Gbl Min Vol (ACWV) 0.1 $3.9M +348% 34k 114.53
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $3.9M +61% 168k 23.12
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Sempra Energy (SRE) 0.1 $3.9M 47k 83.63
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $3.9M +30% 242k 16.05
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.8M +2% 11k 353.49
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $3.8M +222% 137k 27.84
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Us Bancorp Del Com New (USB) 0.1 $3.8M +3% 83k 45.73
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $3.8M +145% 73k 51.12
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $3.7M -7% 89k 41.16
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $3.7M +706% 11k 326.73
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 0.1 $3.7M NEW 91k 39.97
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Targa Res Corp (TRGP) 0.1 $3.7M +764% 25k 148.01
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Pfizer (PFE) 0.1 $3.6M -58% 124k 28.94
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Palo Alto Networks (PANW) 0.1 $3.5M -18% 10k 341.80
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Kla Corp Com New (KLAC) 0.1 $3.5M 4.5k 774.37
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Ishares Tr Asia 50 Etf (AIA) 0.1 $3.4M NEW 47k 72.28
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $3.4M +4% 41k 83.63
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Past Filings by Kingsview Wealth Management

SEC 13F filings are viewable for Kingsview Wealth Management going back to 2017

View all past filings