Kingsview Wealth Management
Latest statistics and disclosures from Kingsview Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MPRO, ITOT, AGG, MSFT, and represent 13.22% of Kingsview Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ITOT (+$27M), MPRO (+$23M), COST (+$18M), MBCC (+$18M), MRK (+$17M), AGG (+$16M), MAMB (+$15M), MGOV (+$13M), BUFF (+$12M), BALT (+$11M).
- Started 111 new stock positions in IGV, ONCY, PINS, DXCM, CRAK, SPTN, USLM, VTIP, CGIE, TWLO.
- Reduced shares in these 10 stocks: DIS (-$15M), NEE (-$12M), IEI (-$8.4M), MLKN (-$7.9M), CE (-$5.7M), JEF, THO, ADI, GES, GNK.
- Sold out of its positions in ARKQ, ARKF, Activision Blizzard, AVAV, AFG, ABG, AIZ, AVNT, RILY, CELH.
- Kingsview Wealth Management was a net buyer of stock by $300M.
- Kingsview Wealth Management has $3.3B in assets under management (AUM), dropping by 20.34%.
- Central Index Key (CIK): 0001791965
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Kingsview Wealth Management holds 944 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Kingsview Wealth Management has 944 total positions. Only the first 250 positions are shown.
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- Download the Kingsview Wealth Management December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 3.0 | $102M | 528k | 192.53 |
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Northern Lts Fd Tr Iv Monarch Procap (MPRO) | 3.0 | $101M | +29% | 3.8M | 26.83 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 2.5 | $84M | +48% | 793k | 105.23 |
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Ishares Tr Core Us Aggbd Et (AGG) | 2.5 | $83M | +22% | 836k | 99.25 |
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Microsoft Corporation (MSFT) | 2.2 | $73M | 195k | 376.04 |
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Northern Lts Fd Tr Iv Monarch Ambasadr (MAMB) | 1.9 | $64M | +31% | 2.9M | 22.32 |
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Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC) | 1.9 | $63M | +40% | 2.2M | 28.98 |
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Amazon (AMZN) | 1.9 | $62M | +6% | 409k | 151.94 |
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NVIDIA Corporation (NVDA) | 1.5 | $49M | +13% | 99k | 495.22 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $40M | 99k | 409.52 |
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Select Sector Spdr Tr Technology (XLK) | 1.2 | $39M | 203k | 192.48 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.1 | $38M | +40% | 641k | 59.32 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $38M | +39% | 516k | 73.55 |
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Innovator Etfs Tr Defined Wlt Shld (BALT) | 1.1 | $37M | +43% | 1.3M | 28.57 |
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Innovator Etfs Tr Laderd Alctn Pwr (BUFF) | 0.9 | $31M | +59% | 783k | 40.08 |
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Select Sector Spdr Tr Communication (XLC) | 0.9 | $30M | +4% | 409k | 72.66 |
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Oracle Corporation (ORCL) | 0.9 | $29M | +19% | 275k | 105.43 |
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Eli Lilly & Co. (LLY) | 0.9 | $29M | +16% | 49k | 582.92 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.8 | $28M | +4% | 205k | 136.38 |
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Costco Wholesale Corporation (COST) | 0.8 | $27M | +211% | 41k | 660.08 |
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Visa Com Cl A (V) | 0.8 | $27M | +16% | 103k | 260.35 |
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Merck & Co (MRK) | 0.8 | $26M | +186% | 241k | 109.02 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.8 | $25M | +32% | 390k | 65.06 |
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.7 | $23M | -2% | 575k | 40.06 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.7 | $23M | +2% | 313k | 72.03 |
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salesforce (CRM) | 0.7 | $22M | +18% | 85k | 263.14 |
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Mastercard Incorporated Cl A (MA) | 0.7 | $22M | +28% | 52k | 426.51 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.7 | $22M | 123k | 178.81 |
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.7 | $22M | +30% | 220k | 100.27 |
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Home Depot (HD) | 0.6 | $21M | 62k | 346.55 |
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Johnson & Johnson (JNJ) | 0.6 | $21M | +30% | 136k | 156.74 |
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General Electric Com New (GE) | 0.6 | $21M | +24% | 166k | 127.63 |
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Netflix (NFLX) | 0.6 | $21M | +27% | 43k | 486.88 |
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Booking Holdings (BKNG) | 0.6 | $21M | +29% | 5.9k | 3547.22 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $20M | +20% | 47k | 436.80 |
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First Tr Exchange-traded First Tr Enh New (FTSM) | 0.6 | $19M | +18% | 314k | 59.66 |
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First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.5 | $18M | +35% | 167k | 109.56 |
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First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.5 | $18M | +39% | 254k | 70.84 |
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JPMorgan Chase & Co. (JPM) | 0.5 | $18M | -2% | 106k | 170.10 |
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First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) | 0.5 | $18M | +40% | 338k | 52.51 |
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Ishares Tr Mbs Etf (MBB) | 0.5 | $17M | +20% | 178k | 94.08 |
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Amgen (AMGN) | 0.5 | $17M | +16% | 58k | 288.02 |
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Pepsi (PEP) | 0.5 | $16M | +7% | 96k | 169.84 |
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Abbvie (ABBV) | 0.5 | $16M | -2% | 103k | 154.97 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $16M | +4% | 33k | 477.63 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.5 | $16M | +2% | 142k | 110.66 |
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McDonald's Corporation (MCD) | 0.4 | $15M | +13% | 51k | 296.51 |
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Cisco Systems (CSCO) | 0.4 | $15M | +24% | 289k | 50.52 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $14M | +15% | 148k | 96.39 |
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Qualcomm (QCOM) | 0.4 | $14M | +20% | 94k | 144.63 |
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Chevron Corporation (CVX) | 0.4 | $14M | 90k | 149.16 |
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Procter & Gamble Company (PG) | 0.4 | $13M | +37% | 91k | 146.54 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $13M | +2% | 95k | 139.69 |
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First Tr Exchange-traded Intermediate Gov (MGOV) | 0.4 | $13M | NEW | 645k | 20.52 |
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First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.4 | $13M | +35% | 307k | 41.57 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $13M | -14% | 36k | 356.66 |
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Comcast Corp Cl A (CMCSA) | 0.4 | $13M | +39% | 285k | 43.85 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $13M | 88k | 140.93 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $12M | -3% | 71k | 170.40 |
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Wisdomtree Tr Floatng Rat Trea (USFR) | 0.4 | $12M | 241k | 50.24 |
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Starbucks Corporation (SBUX) | 0.4 | $12M | +6% | 126k | 96.01 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $12M | 257k | 46.63 |
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Ishares Gold Tr Ishares New (IAU) | 0.3 | $12M | +45% | 298k | 39.03 |
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Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $12M | +7% | 388k | 29.78 |
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Exxon Mobil Corporation (XOM) | 0.3 | $11M | +2% | 111k | 99.98 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $11M | +5% | 23k | 475.31 |
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United Parcel Service CL B (UPS) | 0.3 | $11M | +30% | 70k | 157.23 |
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Us Bancorp Del Com New (USB) | 0.3 | $11M | +26% | 247k | 43.28 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $10M | +4% | 305k | 34.01 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $10M | +4% | 126k | 82.04 |
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CVS Caremark Corporation (CVS) | 0.3 | $10M | +327% | 129k | 78.96 |
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Dorchester Minerals Com Unit (DMLP) | 0.3 | $10M | -2% | 317k | 31.83 |
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BlackRock (BLK) | 0.3 | $10M | +16% | 12k | 811.77 |
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S&p Global (SPGI) | 0.3 | $9.8M | 22k | 440.53 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $9.8M | +106% | 107k | 91.39 |
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Vanguard Index Fds Growth Etf (VUG) | 0.3 | $9.8M | +15% | 32k | 310.88 |
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $9.8M | +38% | 202k | 48.32 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $9.5M | +17% | 172k | 54.98 |
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Wal-Mart Stores (WMT) | 0.3 | $9.1M | +75% | 58k | 157.65 |
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Vanguard World Mega Grwth Ind (MGK) | 0.3 | $9.0M | +28% | 35k | 259.51 |
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Broadcom (AVGO) | 0.3 | $9.0M | -22% | 8.1k | 1116.25 |
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Thermo Fisher Scientific (TMO) | 0.3 | $9.0M | +10% | 17k | 530.79 |
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Nextera Energy (NEE) | 0.3 | $9.0M | -55% | 148k | 60.74 |
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.3 | $9.0M | -11% | 180k | 49.72 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $9.0M | +79% | 91k | 98.88 |
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Meta Platforms Cl A (META) | 0.3 | $8.9M | 25k | 353.96 |
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Analog Devices (ADI) | 0.3 | $8.9M | -32% | 45k | 198.56 |
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Dick's Sporting Goods (DKS) | 0.3 | $8.6M | +1021% | 59k | 146.95 |
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Tesla Motors (TSLA) | 0.3 | $8.6M | 35k | 248.48 |
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Bristol Myers Squibb (BMY) | 0.3 | $8.5M | +154% | 166k | 51.31 |
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Cigna Corp (CI) | 0.3 | $8.5M | +35% | 28k | 299.45 |
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Altria (MO) | 0.3 | $8.5M | +51% | 210k | 40.34 |
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Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.3 | $8.5M | +6% | 296k | 28.56 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $8.4M | 36k | 237.22 |
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Abbott Laboratories (ABT) | 0.2 | $8.3M | -4% | 76k | 110.07 |
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Adobe Systems Incorporated (ADBE) | 0.2 | $8.2M | +6% | 14k | 596.60 |
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Janus Henderson Group Ord Shs (JHG) | 0.2 | $8.2M | +69% | 273k | 30.15 |
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Coca-Cola Company (KO) | 0.2 | $8.2M | +17% | 139k | 58.93 |
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Lowe's Companies (LOW) | 0.2 | $8.1M | 36k | 222.55 |
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Fidelity National Financial Fnf Group Com (FNF) | 0.2 | $8.1M | +903% | 159k | 51.02 |
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Select Sector Spdr Tr Indl (XLI) | 0.2 | $8.1M | +2% | 71k | 113.99 |
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Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $8.0M | 84k | 94.73 |
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NetApp (NTAP) | 0.2 | $7.9M | +2% | 89k | 88.16 |
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Williams-Sonoma (WSM) | 0.2 | $7.8M | +17% | 39k | 201.78 |
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Microchip Technology (MCHP) | 0.2 | $7.8M | +43% | 86k | 90.18 |
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Comerica Incorporated (CMA) | 0.2 | $7.8M | +39% | 139k | 55.81 |
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Skyworks Solutions (SWKS) | 0.2 | $7.7M | +54% | 69k | 112.42 |
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Lockheed Martin Corporation (LMT) | 0.2 | $7.7M | +9% | 17k | 453.24 |
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Snap-on Incorporated (SNA) | 0.2 | $7.6M | +42% | 27k | 288.84 |
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Owens Corning (OC) | 0.2 | $7.6M | +3% | 51k | 148.23 |
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Genpact SHS (G) | 0.2 | $7.5M | +48% | 216k | 34.71 |
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Paychex (PAYX) | 0.2 | $7.5M | -25% | 63k | 119.11 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $7.4M | +2% | 69k | 108.25 |
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Robert Half International (RHI) | 0.2 | $7.4M | +46% | 84k | 87.92 |
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Packaging Corporation of America (PKG) | 0.2 | $7.4M | +42% | 45k | 162.91 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $7.3M | -5% | 38k | 191.17 |
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American Tower Reit (AMT) | 0.2 | $7.3M | -5% | 34k | 215.88 |
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Kroger (KR) | 0.2 | $7.3M | +2532% | 160k | 45.71 |
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Anthem (ELV) | 0.2 | $7.3M | +23% | 16k | 471.56 |
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Select Sector Spdr Tr Financial (XLF) | 0.2 | $7.3M | +14% | 193k | 37.60 |
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Honeywell International (HON) | 0.2 | $7.2M | +24% | 35k | 209.71 |
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First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.2 | $7.2M | +42% | 326k | 22.13 |
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Ss&c Technologies Holding (SSNC) | 0.2 | $7.2M | +53% | 118k | 61.11 |
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Allison Transmission Hldngs I (ALSN) | 0.2 | $7.2M | +48% | 123k | 58.15 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $7.0M | -22% | 25k | 277.15 |
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Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $6.9M | +52% | 72k | 95.08 |
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Texas Instruments Incorporated (TXN) | 0.2 | $6.6M | 39k | 170.46 |
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Automatic Data Processing (ADP) | 0.2 | $6.5M | +2% | 28k | 232.97 |
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First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $6.3M | -21% | 79k | 80.04 |
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UnitedHealth (UNH) | 0.2 | $6.3M | -10% | 12k | 526.49 |
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Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.2 | $6.2M | 281k | 22.07 |
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Emerson Electric (EMR) | 0.2 | $6.1M | +22% | 62k | 97.33 |
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Air Products & Chemicals (APD) | 0.2 | $6.0M | 22k | 273.81 |
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $6.0M | 97k | 61.94 |
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Ab Active Etfs Ultra Short Incm (YEAR) | 0.2 | $5.9M | +4% | 118k | 50.29 |
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.2 | $5.9M | +16% | 223k | 26.57 |
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Nike CL B (NKE) | 0.2 | $5.9M | +12% | 55k | 108.57 |
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Boeing Company (BA) | 0.2 | $5.8M | +16% | 22k | 260.66 |
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Lam Research Corporation (LRCX) | 0.2 | $5.7M | -30% | 7.3k | 783.28 |
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First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 0.2 | $5.7M | +16% | 110k | 51.68 |
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Mondelez Intl Cl A (MDLZ) | 0.2 | $5.6M | -3% | 78k | 72.43 |
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Medtronic SHS (MDT) | 0.2 | $5.6M | +20% | 68k | 82.38 |
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Ishares Tr Core Div Grwth (DGRO) | 0.2 | $5.5M | -8% | 103k | 53.82 |
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Union Pacific Corporation (UNP) | 0.2 | $5.5M | -4% | 23k | 245.62 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $5.4M | 62k | 88.36 |
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3M Company (MMM) | 0.2 | $5.4M | -2% | 50k | 109.32 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $5.4M | +26% | 97k | 55.90 |
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TransDigm Group Incorporated (TDG) | 0.2 | $5.3M | 5.3k | 1011.57 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $5.3M | +39% | 70k | 76.13 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $5.2M | +16% | 17k | 303.16 |
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.2 | $5.1M | +24% | 71k | 72.15 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $5.1M | +3% | 62k | 82.96 |
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Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.2 | $5.1M | +21% | 190k | 26.91 |
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Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $5.0M | +12% | 8.7k | 576.08 |
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Phillips 66 (PSX) | 0.1 | $5.0M | 38k | 133.14 |
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Spdr Ser Tr Russell Low Vol (ONEV) | 0.1 | $5.0M | 44k | 114.43 |
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Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 0.1 | $5.0M | 115k | 43.30 |
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Intel Corporation (INTC) | 0.1 | $4.8M | -20% | 96k | 50.25 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $4.8M | -33% | 44k | 108.41 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $4.8M | 9.9k | 484.02 |
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Eaton Corp SHS (ETN) | 0.1 | $4.7M | +5% | 20k | 240.82 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $4.7M | -17% | 31k | 149.50 |
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Camping World Hldgs Cl A (CWH) | 0.1 | $4.5M | +479% | 173k | 26.26 |
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Ishares Tr U S Equity Factr (LRGF) | 0.1 | $4.5M | +28% | 94k | 48.29 |
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TJX Companies (TJX) | 0.1 | $4.4M | -4% | 47k | 93.81 |
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Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $4.4M | +7% | 84k | 52.37 |
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Northrop Grumman Corporation (NOC) | 0.1 | $4.4M | 9.4k | 468.16 |
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Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $4.4M | +4% | 174k | 25.14 |
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Stryker Corporation (SYK) | 0.1 | $4.2M | 14k | 299.47 |
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Verizon Communications (VZ) | 0.1 | $4.0M | +3% | 107k | 37.70 |
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Lincoln National Corporation (LNC) | 0.1 | $4.0M | +26% | 148k | 26.97 |
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Walt Disney Company (DIS) | 0.1 | $4.0M | -78% | 44k | 90.29 |
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Wec Energy Group (WEC) | 0.1 | $3.9M | 47k | 84.17 |
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Travelers Companies (TRV) | 0.1 | $3.9M | +54% | 21k | 190.49 |
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Danaher Corporation (DHR) | 0.1 | $3.8M | -4% | 17k | 231.34 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.8M | +12% | 19k | 200.71 |
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International Business Machines (IBM) | 0.1 | $3.7M | 23k | 163.55 |
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First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $3.7M | -12% | 71k | 51.67 |
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First Tr Exchange-traded A Sml Cap Val Alph (FYT) | 0.1 | $3.7M | +36% | 68k | 54.39 |
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At&t (T) | 0.1 | $3.7M | 218k | 16.78 |
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Caterpillar (CAT) | 0.1 | $3.6M | -10% | 12k | 295.67 |
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Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $3.6M | 21k | 175.22 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.6M | +9% | 15k | 232.64 |
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American Express Company (AXP) | 0.1 | $3.6M | -3% | 19k | 187.34 |
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First Tr Exchange-traded A Sml Cp Grw Alp (FYC) | 0.1 | $3.6M | +38% | 57k | 62.92 |
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Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $3.6M | -3% | 70k | 50.62 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.5M | +25% | 21k | 165.25 |
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $3.5M | -9% | 69k | 50.30 |
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Williams Companies (WMB) | 0.1 | $3.4M | 98k | 34.83 |
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Realty Income (O) | 0.1 | $3.4M | +5% | 60k | 57.42 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $3.4M | +18% | 66k | 51.99 |
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Interpublic Group of Companies (IPG) | 0.1 | $3.3M | NEW | 101k | 32.64 |
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Sempra Energy (SRE) | 0.1 | $3.3M | +932% | 44k | 74.73 |
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.1 | $3.3M | NEW | 184k | 17.83 |
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Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $3.3M | 44k | 73.57 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $3.2M | +4% | 91k | 35.41 |
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Dimensional Etf Trust Us High Profitab (DUHP) | 0.1 | $3.2M | -14% | 111k | 28.61 |
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $3.2M | 43k | 73.38 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.2M | -48% | 66k | 47.90 |
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Wells Fargo & Company (WFC) | 0.1 | $3.1M | -14% | 64k | 49.22 |
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RPM International (RPM) | 0.1 | $3.1M | +2% | 28k | 111.63 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.1M | -53% | 8.8k | 350.89 |
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First Tr Exchange-traded Lng Dur Oprtun (LGOV) | 0.1 | $3.1M | +31% | 139k | 22.13 |
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $3.0M | +16% | 39k | 78.02 |
|
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.0M | -4% | 28k | 107.49 |
|
Palo Alto Networks (PANW) | 0.1 | $3.0M | +4% | 10k | 294.88 |
|
First Tr Value Line Divid In SHS (FVD) | 0.1 | $3.0M | -44% | 75k | 40.56 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $3.0M | +6% | 40k | 75.35 |
|
First Tr Exchange-traded Intermediate Dur (FIIG) | 0.1 | $3.0M | NEW | 142k | 20.92 |
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Ally Financial (ALLY) | 0.1 | $2.9M | 84k | 34.92 |
|
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $2.9M | -4% | 39k | 75.67 |
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First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $2.9M | +112% | 33k | 87.67 |
|
ConocoPhillips (COP) | 0.1 | $2.9M | -2% | 25k | 116.07 |
|
Bank of America Corporation (BAC) | 0.1 | $2.9M | -25% | 86k | 33.67 |
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $2.9M | -6% | 34k | 83.63 |
|
Advanced Micro Devices (AMD) | 0.1 | $2.9M | -34% | 19k | 147.41 |
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First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.1 | $2.8M | +34% | 41k | 68.12 |
|
Pfizer (PFE) | 0.1 | $2.8M | -11% | 98k | 28.79 |
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Motorola Solutions Com New (MSI) | 0.1 | $2.8M | 9.0k | 313.10 |
|
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First Tr Exchange-traded A Mid Cap Val Fd (FNK) | 0.1 | $2.8M | +35% | 54k | 51.00 |
|
Clearway Energy Cl A (CWEN.A) | 0.1 | $2.7M | NEW | 107k | 25.58 |
|
American Intl Group Com New (AIG) | 0.1 | $2.7M | +14% | 40k | 67.75 |
|
PNC Financial Services (PNC) | 0.1 | $2.7M | -2% | 17k | 154.85 |
|
Duke Energy Corp Com New (DUK) | 0.1 | $2.7M | -16% | 28k | 97.04 |
|
Marathon Petroleum Corp (MPC) | 0.1 | $2.7M | -5% | 18k | 148.36 |
|
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $2.7M | 92k | 29.02 |
|
|
Prologis (PLD) | 0.1 | $2.6M | -2% | 20k | 133.30 |
|
Fidelity National Information Services (FIS) | 0.1 | $2.6M | -39% | 44k | 60.07 |
|
Marsh & McLennan Companies (MMC) | 0.1 | $2.6M | 14k | 189.47 |
|
|
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $2.6M | +6% | 52k | 49.93 |
|
Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.6M | -23% | 40k | 64.93 |
|
Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.6M | 20k | 130.92 |
|
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ACCO Brands Corporation (ACCO) | 0.1 | $2.5M | -24% | 418k | 6.08 |
|
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.5M | 22k | 114.04 |
|
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Truist Financial Corp equities (TFC) | 0.1 | $2.5M | -10% | 68k | 36.92 |
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.5M | -3% | 45k | 56.14 |
|
Spdr Ser Tr S&p Semicndctr (XSD) | 0.1 | $2.5M | +23% | 11k | 224.79 |
|
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $2.5M | 29k | 83.31 |
|
|
Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $2.4M | -35% | 71k | 34.46 |
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $2.4M | -15% | 31k | 78.03 |
|
BP Sponsored Adr (BP) | 0.1 | $2.4M | -5% | 67k | 35.40 |
|
Ishares Tr Us Sml Cap Eqt (SMLF) | 0.1 | $2.4M | +113% | 40k | 58.82 |
|
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $2.4M | 53k | 44.60 |
|
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Keurig Dr Pepper (KDP) | 0.1 | $2.3M | -48% | 70k | 33.32 |
|
Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $2.3M | 83k | 28.03 |
|
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Kla Corp Com New (KLAC) | 0.1 | $2.3M | +6% | 4.0k | 581.33 |
|
Dow (DOW) | 0.1 | $2.3M | +2% | 42k | 54.84 |
|
Applied Materials (AMAT) | 0.1 | $2.3M | -16% | 14k | 162.07 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.3M | +30% | 22k | 102.88 |
|
Tegna (TGNA) | 0.1 | $2.3M | +16% | 149k | 15.30 |
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Past Filings by Kingsview Wealth Management
SEC 13F filings are viewable for Kingsview Wealth Management going back to 2017
- Kingsview Wealth Management 2022 Q1 filed Feb. 8, 2024
- Kingsview Wealth Management 2023 Q4 filed Feb. 8, 2024
- Kingsview Wealth Management 2023 Q3 filed Nov. 7, 2023
- Kingsview Wealth Management 2023 Q2 filed Aug. 10, 2023
- Kingsview Wealth Management 2023 Q1 filed May 15, 2023
- Kingsview Wealth Management 2022 Q4 filed Feb. 13, 2023
- Kingsview Wealth Management 2022 Q3 filed Nov. 15, 2022
- Kingsview Wealth Management 2022 Q2 filed Aug. 16, 2022
- Kingsview Wealth Management 2021 Q4 filed Feb. 17, 2022
- Kingsview Wealth Management 2021 Q3 filed Dec. 3, 2021
- Kingsview Wealth Management 2021 Q2 filed Aug. 17, 2021
- Kingsview Wealth Management 2021 Q1 filed May 24, 2021
- Kingsview Wealth Management 2020 Q4 filed Feb. 16, 2021
- Kingsview Wealth Management 2020 Q3 filed Nov. 19, 2020
- Kingsview Wealth Management 2020 Q2 filed Aug. 14, 2020
- Kingsview Wealth Management 2020 Q1 filed May 11, 2020