Kingsview Wealth Management
Latest statistics and disclosures from Kingsview Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, MPRO, AMZN, AGG, and represent 13.65% of Kingsview Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: XLV (+$26M), NVDA (+$13M), XLK (+$12M), NFLX (+$11M), USFR (+$6.6M), XLU, MCHP, QCOM, SWKS, EMR.
- Started 112 new stock positions in LNG, TFLO, XES, DISV, EVR, TM, ASAN, CCS, MAN, INDI.
- Reduced shares in these 10 stocks: XLI (-$27M), AGG (-$17M), PEP (-$10M), DHR (-$9.1M), ABC, SBUX, SHY, DFS, AVGO, SLB.
- Sold out of its positions in AVUV, AFG, AM, ADM, APAM, RILY, Barclays Bk Plc ipth crude oil, WRB, BIG, BJRI.
- Kingsview Wealth Management was a net buyer of stock by $55M.
- Kingsview Wealth Management has $2.5B in assets under management (AUM), dropping by 7.05%.
- Central Index Key (CIK): 0001791965
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Portfolio Holdings for Kingsview Wealth Management
Kingsview Wealth Management holds 904 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Kingsview Wealth Management has 904 total positions. Only the first 250 positions are shown.
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- Download the Kingsview Wealth Management June 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.6 | $117M | +2% | 604k | 193.97 |
|
| Microsoft Corporation (MSFT) | 2.6 | $65M | 192k | 340.54 |
|
|
| Northern Lts Fd Tr Iv Monarch Procap (MPRO) | 2.5 | $65M | -2% | 2.5M | 25.91 |
|
| Amazon (AMZN) | 2.0 | $51M | +5% | 388k | 130.36 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.0 | $50M | -24% | 515k | 97.95 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.6 | $41M | 423k | 97.84 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $41M | -2% | 110k | 369.42 |
|
| Northern Lts Fd Tr Iv Monarch Ambasadr (MAMB) | 1.6 | $40M | -4% | 1.8M | 22.00 |
|
| Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC) | 1.4 | $36M | -2% | 1.4M | 26.91 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $36M | +60% | 85k | 423.02 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.3 | $32M | +62% | 184k | 173.86 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.1 | $28M | +1940% | 207k | 132.73 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.1 | $27M | +18% | 418k | 65.44 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 1.1 | $27M | +5% | 719k | 37.69 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 1.0 | $27M | +8% | 320k | 82.87 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $27M | +6% | 357k | 74.17 |
|
| Nextera Energy (NEE) | 0.8 | $22M | +3% | 290k | 74.20 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $21M | 45k | 468.98 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.8 | $20M | 280k | 72.69 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.8 | $20M | 339k | 58.66 |
|
|
| Visa Com Cl A (V) | 0.8 | $20M | +6% | 83k | 237.48 |
|
| Home Depot (HD) | 0.8 | $19M | -6% | 62k | 310.64 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $19M | +6% | 35k | 538.38 |
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| Johnson & Johnson (JNJ) | 0.7 | $18M | 110k | 165.52 |
|
|
| Oracle Corporation (ORCL) | 0.7 | $18M | +18% | 153k | 119.09 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.6 | $16M | 262k | 61.01 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.6 | $15M | +3% | 157k | 96.60 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $15M | 104k | 145.44 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $15M | 136k | 108.14 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $15M | +7% | 37k | 393.30 |
|
| General Electric Com New (GE) | 0.6 | $14M | +6% | 129k | 109.85 |
|
| Walt Disney Company (DIS) | 0.6 | $14M | +11% | 158k | 89.28 |
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| Chevron Corporation (CVX) | 0.5 | $14M | 88k | 157.35 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $14M | +12% | 34k | 407.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $14M | +5% | 40k | 341.00 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $14M | +9% | 30k | 445.70 |
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| Netflix (NFLX) | 0.5 | $13M | +608% | 30k | 440.49 |
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| salesforce (CRM) | 0.5 | $13M | +3% | 63k | 211.26 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $13M | +8% | 132k | 100.63 |
|
| Pepsi (PEP) | 0.5 | $13M | -43% | 71k | 185.22 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.5 | $13M | 213k | 59.41 |
|
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| Cisco Systems (CSCO) | 0.5 | $12M | 239k | 51.74 |
|
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| Analog Devices (ADI) | 0.5 | $12M | 61k | 194.81 |
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| Starbucks Corporation (SBUX) | 0.4 | $11M | -26% | 112k | 99.06 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $11M | 102k | 107.25 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $11M | 297k | 36.39 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $11M | -8% | 66k | 162.43 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $10M | 86k | 120.97 |
|
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| Abbvie (ABBV) | 0.4 | $10M | -6% | 77k | 134.73 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.4 | $10M | -2% | 209k | 49.28 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.4 | $10M | 350k | 29.44 |
|
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| Dorchester Minerals Com Unit (DMLP) | 0.4 | $10M | -10% | 343k | 29.96 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.4 | $10M | +177% | 204k | 50.32 |
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| Tesla Motors (TSLA) | 0.4 | $10M | +19% | 39k | 261.77 |
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| Amgen (AMGN) | 0.4 | $10M | 45k | 222.02 |
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| Broadcom (AVGO) | 0.4 | $9.6M | -24% | 11k | 867.39 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $9.6M | +5% | 80k | 119.70 |
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| United Parcel Service CL B (UPS) | 0.4 | $9.5M | +38% | 53k | 179.25 |
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| Procter & Gamble Company (PG) | 0.4 | $9.3M | -4% | 61k | 151.74 |
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| Ishares Tr Mbs Etf (MBB) | 0.4 | $9.1M | -2% | 98k | 93.27 |
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| UnitedHealth (UNH) | 0.4 | $9.1M | +5% | 19k | 480.64 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $9.0M | +9% | 207k | 43.20 |
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| S&p Global (SPGI) | 0.3 | $8.9M | 22k | 400.89 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $8.7M | +15% | 208k | 41.55 |
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| Abbott Laboratories (ABT) | 0.3 | $8.4M | -3% | 77k | 109.02 |
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| Merck & Co (MRK) | 0.3 | $8.3M | -9% | 72k | 115.39 |
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| McDonald's Corporation (MCD) | 0.3 | $8.3M | -6% | 28k | 298.41 |
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| First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) | 0.3 | $8.3M | 162k | 51.35 |
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|
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.3 | $8.3M | 82k | 101.29 |
|
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| Qualcomm (QCOM) | 0.3 | $8.1M | +80% | 68k | 119.04 |
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| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.3 | $7.9M | 119k | 66.68 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $7.9M | +3% | 243k | 32.54 |
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| Lowe's Companies (LOW) | 0.3 | $7.8M | -3% | 35k | 225.70 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $7.8M | -8% | 15k | 521.75 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $7.8M | +5% | 16k | 488.99 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $7.7M | +4% | 75k | 102.94 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $7.7M | +11% | 140k | 55.33 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $7.7M | 35k | 220.28 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $7.6M | +76% | 48k | 157.18 |
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| Union Pacific Corporation (UNP) | 0.3 | $7.6M | 37k | 204.62 |
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| BlackRock (BLK) | 0.3 | $7.3M | 11k | 691.15 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.3 | $7.3M | +2% | 275k | 26.55 |
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| Paychex (PAYX) | 0.3 | $7.1M | -3% | 63k | 111.87 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $6.9M | -8% | 39k | 180.02 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $6.8M | -9% | 15k | 460.38 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $6.8M | +5% | 15k | 443.29 |
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| Meta Platforms Cl A (META) | 0.3 | $6.8M | 24k | 286.98 |
|
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $6.8M | 59k | 115.26 |
|
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| Coca-Cola Company (KO) | 0.3 | $6.8M | +93% | 113k | 60.22 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $6.7M | +7% | 24k | 282.96 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $6.6M | +6% | 37k | 178.27 |
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| Air Products & Chemicals (APD) | 0.3 | $6.6M | +8% | 22k | 299.53 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $6.4M | +3% | 64k | 99.65 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $6.3M | +41% | 27k | 235.32 |
|
| American Tower Reit (AMT) | 0.2 | $6.2M | +3% | 32k | 193.94 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $5.9M | 83k | 71.65 |
|
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| Allison Transmission Hldngs I (ALSN) | 0.2 | $5.9M | +29% | 104k | 56.46 |
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| Automatic Data Processing (ADP) | 0.2 | $5.8M | +13% | 27k | 219.79 |
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| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.2 | $5.8M | 85k | 68.78 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.2 | $5.5M | +4% | 196k | 28.29 |
|
| Honeywell International (HON) | 0.2 | $5.5M | -2% | 27k | 207.50 |
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| Ab Active Etfs Ultra Short Incm (YEAR) | 0.2 | $5.5M | +10% | 109k | 50.17 |
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| Altria (MO) | 0.2 | $5.4M | 120k | 45.30 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $5.4M | 51k | 106.73 |
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| Microchip Technology (MCHP) | 0.2 | $5.4M | +354% | 60k | 89.59 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $5.4M | -16% | 21k | 261.48 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $5.3M | 93k | 57.57 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $5.3M | 63k | 83.56 |
|
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| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.2 | $5.2M | 239k | 21.91 |
|
|
| Northrop Grumman Corporation (NOC) | 0.2 | $5.1M | +13% | 11k | 455.82 |
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| Owens Corning (OC) | 0.2 | $5.1M | -23% | 39k | 130.50 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $5.0M | -6% | 104k | 47.67 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.2 | $4.9M | 165k | 29.90 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $4.9M | +8% | 68k | 72.94 |
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| Cigna Corp (CI) | 0.2 | $4.9M | +63% | 17k | 280.60 |
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| Nike CL B (NKE) | 0.2 | $4.8M | +5% | 44k | 110.37 |
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| Emerson Electric (EMR) | 0.2 | $4.8M | +220% | 54k | 90.39 |
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| TransDigm Group Incorporated (TDG) | 0.2 | $4.8M | 5.4k | 894.21 |
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| Advanced Micro Devices (AMD) | 0.2 | $4.8M | +30% | 42k | 113.91 |
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| Spdr Ser Tr Russell Low Vol (ONEV) | 0.2 | $4.7M | 44k | 108.55 |
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| Packaging Corporation of America (PKG) | 0.2 | $4.7M | +35% | 36k | 132.16 |
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| Medtronic SHS (MDT) | 0.2 | $4.7M | 53k | 88.10 |
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| First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.2 | $4.7M | +2% | 186k | 25.04 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $4.6M | +193% | 91k | 50.82 |
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| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 0.2 | $4.6M | 113k | 40.53 |
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| Us Bancorp Del Com New (USB) | 0.2 | $4.5M | +2% | 137k | 33.04 |
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| Snap-on Incorporated (SNA) | 0.2 | $4.4M | 15k | 288.19 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $4.4M | +17% | 31k | 142.10 |
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| Stryker Corporation (SYK) | 0.2 | $4.3M | 14k | 305.09 |
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| American Express Company (AXP) | 0.2 | $4.3M | +35% | 25k | 174.20 |
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| First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.2 | $4.3M | 67k | 64.78 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $4.3M | -3% | 84k | 51.53 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $4.3M | -37% | 47k | 91.82 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $4.3M | +9% | 9.7k | 442.17 |
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| Thor Industries (THO) | 0.2 | $4.2M | 40k | 103.50 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $4.2M | -46% | 51k | 81.08 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $4.1M | +30% | 259k | 15.97 |
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| Danaher Corporation (DHR) | 0.2 | $4.1M | -68% | 17k | 240.00 |
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| Wec Energy Group (WEC) | 0.2 | $4.1M | -5% | 46k | 88.24 |
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| First Tr Exchange-traded A Mid Cap Val Fd (FNK) | 0.2 | $4.1M | 89k | 45.70 |
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| Janus Henderson Group Ord Shs (JHG) | 0.2 | $4.1M | +2% | 149k | 27.25 |
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| Verizon Communications (VZ) | 0.2 | $4.0M | +19% | 108k | 37.19 |
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| Celanese Corporation (CE) | 0.2 | $4.0M | 35k | 115.80 |
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| TJX Companies (TJX) | 0.2 | $4.0M | -4% | 47k | 84.79 |
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| Eversource Energy (ES) | 0.2 | $4.0M | -3% | 56k | 70.92 |
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| Intel Corporation (INTC) | 0.2 | $3.9M | +5% | 117k | 33.44 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $3.9M | +3% | 43k | 91.83 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $3.9M | -14% | 42k | 92.03 |
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| First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 0.2 | $3.8M | 72k | 52.85 |
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| NetApp (NTAP) | 0.1 | $3.8M | 50k | 76.40 |
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| Pfizer (PFE) | 0.1 | $3.8M | 104k | 36.68 |
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| Skyworks Solutions (SWKS) | 0.1 | $3.8M | +980% | 34k | 110.69 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $3.7M | -3% | 25k | 149.64 |
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| Eaton Corp SHS (ETN) | 0.1 | $3.7M | +93% | 18k | 201.10 |
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| Primerica (PRI) | 0.1 | $3.7M | +211% | 19k | 197.76 |
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| Ss&c Technologies Holding (SSNC) | 0.1 | $3.7M | 61k | 60.60 |
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| Bristol Myers Squibb (BMY) | 0.1 | $3.6M | +2% | 57k | 63.95 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $3.6M | -31% | 7.0k | 507.25 |
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| Boeing Company (BA) | 0.1 | $3.5M | 17k | 211.16 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $3.5M | +2% | 141k | 24.70 |
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| Crown Castle Intl (CCI) | 0.1 | $3.5M | -8% | 30k | 113.94 |
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| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.1 | $3.5M | +3% | 87k | 39.63 |
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| Jefferies Finl Group (JEF) | 0.1 | $3.5M | -9% | 104k | 33.17 |
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| First Tr Exchange-traded Lng Dur Oprtun (LGOV) | 0.1 | $3.4M | 155k | 22.25 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $3.4M | 44k | 76.96 |
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| Comerica Incorporated (CMA) | 0.1 | $3.4M | +13% | 81k | 42.36 |
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| Lam Research Corporation (LRCX) | 0.1 | $3.4M | 5.3k | 642.84 |
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| At&t (T) | 0.1 | $3.4M | -3% | 211k | 15.95 |
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| Bank of America Corporation (BAC) | 0.1 | $3.3M | +4% | 117k | 28.69 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $3.3M | -13% | 45k | 74.95 |
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| Williams-Sonoma (WSM) | 0.1 | $3.3M | +9% | 27k | 125.14 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.3M | +2% | 72k | 46.18 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.3M | 31k | 107.62 |
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| Caterpillar (CAT) | 0.1 | $3.3M | +12% | 13k | 246.04 |
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| Huntsman Corporation (HUN) | 0.1 | $3.3M | +9% | 120k | 27.02 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.2M | +7% | 12k | 275.17 |
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| Robert Half International (RHI) | 0.1 | $3.2M | +2% | 43k | 75.22 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $3.2M | -2% | 20k | 158.56 |
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| Kla Corp Com New (KLAC) | 0.1 | $3.2M | +101% | 6.6k | 485.01 |
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| KB Home (KBH) | 0.1 | $3.2M | NEW | 61k | 51.71 |
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| Phillips 66 (PSX) | 0.1 | $3.2M | -4% | 33k | 95.38 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $3.1M | NEW | 12k | 271.59 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $3.1M | +8% | 71k | 44.56 |
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| Tyson Foods Cl A (TSN) | 0.1 | $3.1M | +13% | 61k | 51.04 |
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| Truist Financial Corp equities (TFC) | 0.1 | $3.1M | -38% | 101k | 30.35 |
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| Gilead Sciences (GILD) | 0.1 | $3.0M | -16% | 39k | 77.07 |
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| Williams Companies (WMB) | 0.1 | $3.0M | +124% | 92k | 32.63 |
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| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.1 | $3.0M | NEW | 55k | 54.12 |
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| International Business Machines (IBM) | 0.1 | $2.9M | 22k | 133.81 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.9M | -5% | 30k | 97.96 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $2.9M | +5% | 56k | 52.11 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $2.9M | +254% | 92k | 31.43 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $2.9M | +4% | 89k | 32.11 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.9M | -23% | 15k | 187.27 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $2.8M | -4% | 75k | 37.08 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $2.8M | +11% | 37k | 75.08 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $2.8M | -26% | 57k | 48.06 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $2.8M | +2% | 36k | 77.19 |
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| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.1 | $2.7M | +13% | 46k | 58.56 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $2.7M | 59k | 45.30 |
|
|
| 3M Company (MMM) | 0.1 | $2.7M | +3% | 27k | 100.09 |
|
| Applied Materials (AMAT) | 0.1 | $2.7M | 18k | 144.54 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $2.7M | +5% | 30k | 89.74 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $2.6M | +6% | 37k | 70.27 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $2.6M | NEW | 31k | 85.44 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $2.6M | 8.8k | 293.28 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $2.6M | +186% | 14k | 188.08 |
|
| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.1 | $2.5M | 120k | 21.18 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $2.5M | +2% | 60k | 42.68 |
|
| Travelers Companies (TRV) | 0.1 | $2.5M | +419% | 15k | 173.66 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $2.5M | -6% | 13k | 197.73 |
|
| Edwards Lifesciences (EW) | 0.1 | $2.5M | 26k | 94.33 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.5M | +3% | 46k | 54.41 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $2.5M | -14% | 52k | 47.87 |
|
| BorgWarner (BWA) | 0.1 | $2.5M | NEW | 50k | 48.91 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.4M | +25% | 34k | 72.62 |
|
| Prologis (PLD) | 0.1 | $2.4M | +190% | 20k | 122.63 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.4M | -29% | 22k | 107.13 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $2.4M | +4% | 58k | 40.68 |
|
| RPM International (RPM) | 0.1 | $2.4M | 26k | 89.73 |
|
|
| First Tr Exchange-traded A Sml Cp Grw Alp (FYC) | 0.1 | $2.3M | 39k | 60.20 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.3M | +16% | 32k | 72.50 |
|
| Apa Corporation (APA) | 0.1 | $2.3M | -3% | 68k | 34.17 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $2.3M | -10% | 34k | 69.13 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $2.3M | +10% | 46k | 49.85 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $2.3M | -8% | 31k | 75.07 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.3M | +3% | 7.4k | 308.58 |
|
| Target Corporation (TGT) | 0.1 | $2.3M | -22% | 17k | 131.90 |
|
| BP Sponsored Adr (BP) | 0.1 | $2.2M | -4% | 64k | 35.29 |
|
| First Tr Exchange-traded A Sml Cap Val Alph (FYT) | 0.1 | $2.2M | 48k | 46.07 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $2.2M | -14% | 8.9k | 250.17 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.2M | -11% | 29k | 75.57 |
|
| Keurig Dr Pepper (KDP) | 0.1 | $2.2M | +505% | 71k | 31.27 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $2.2M | +14% | 49k | 44.17 |
|
| Innovator Etfs Tr Defined Wlt Shld (BALT) | 0.1 | $2.2M | -2% | 78k | 27.89 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $2.2M | +7% | 80k | 26.81 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.2M | -10% | 14k | 157.82 |
|
| Ford Motor Company (F) | 0.1 | $2.1M | +29% | 142k | 15.13 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $2.1M | +17% | 30k | 70.76 |
|
| Palo Alto Networks (PANW) | 0.1 | $2.1M | -25% | 8.4k | 255.51 |
|
| First Tr Exchange-traded Nasdq Semcndtr (FTXL) | 0.1 | $2.1M | NEW | 30k | 71.19 |
|
| Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) | 0.1 | $2.1M | 110k | 19.38 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $2.1M | +234% | 42k | 50.45 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $2.1M | +2% | 48k | 44.14 |
|
| Ishares Tr Us Oil Eq&sv Etf (IEZ) | 0.1 | $2.1M | +46% | 104k | 20.12 |
|
| Dow (DOW) | 0.1 | $2.1M | +3% | 39k | 53.26 |
|
| ConocoPhillips (COP) | 0.1 | $2.1M | -44% | 20k | 103.61 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $2.0M | -4% | 21k | 98.05 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $2.0M | 15k | 138.06 |
|
|
| PNC Financial Services (PNC) | 0.1 | $2.0M | -14% | 16k | 125.95 |
|
Past Filings by Kingsview Wealth Management
SEC 13F filings are viewable for Kingsview Wealth Management going back to 2017
- 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
- Kingsview Wealth Management 2019 Q4 restated filed Jan. 31, 2020
- Kingsview Wealth Management 2019 Q4 filed Jan. 30, 2020
- Kingsview Wealth Management 2019 Q3 filed Jan. 29, 2020