Kingsview Wealth Management
Latest statistics and disclosures from Kingsview Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MPRO, AAPL, MSFT, SGOV, MAMB, and represent 13.06% of Kingsview Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: XLE (+$27M), XLB (+$26M), XLK (+$21M), DGL (+$15M), JNK (+$14M), XLY (+$13M), XLP (+$12M), BKNG (+$8.0M), SRLN (+$7.5M), AAPL (+$7.0M).
- Started 109 new stock positions in VOYA, UAPR, CVI, DLR, GOLF, FMB, MGA, ASAN, IBDQ, EQR.
- Reduced shares in these 10 stocks: AGG (-$47M), XLV (-$21M), XLC (-$18M), XLRE (-$13M), NVDA (-$9.7M), TMO (-$8.6M), SLB (-$8.3M), DHR (-$6.1M), KO (-$5.8M), XLF (-$5.6M).
- Sold out of its positions in AGNC, RFDA, Abiomed, American Vrtual Cloud Tech I, ARCH, AIZ, BIDU, TCPC, CF, CDNS.
- Kingsview Wealth Management was a net buyer of stock by $63M.
- Kingsview Wealth Management has $2.3B in assets under management (AUM), dropping by 9.16%.
- Central Index Key (CIK): 0001791965
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Portfolio Holdings for Kingsview Wealth Management
Kingsview Wealth Management holds 841 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Kingsview Wealth Management has 841 total positions. Only the first 250 positions are shown.
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- Download the Kingsview Wealth Management December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Northern Lts Fd Tr Iv Monarch Procap (MPRO) | 3.9 | $89M | +3% | 3.6M | 24.63 | |
| Apple (AAPL) | 3.5 | $80M | +9% | 614k | 129.93 | |
| Microsoft Corporation (MSFT) | 2.1 | $49M | -6% | 205k | 239.82 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.8 | $42M | +18% | 414k | 100.14 | |
| Northern Lts Fd Tr Iv Monarch Ambasadr (MAMB) | 1.8 | $41M | +4% | 1.9M | 21.66 | |
| Select Sector Spdr Tr Technology (XLK) | 1.7 | $40M | +113% | 321k | 124.44 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.6 | $36M | +2% | 421k | 84.80 | |
| Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC) | 1.4 | $33M | +2% | 1.4M | 23.72 | |
| Select Sector Spdr Tr Energy (XLE) | 1.3 | $31M | +877% | 349k | 87.47 | |
| Amazon (AMZN) | 1.3 | $30M | +6% | 352k | 84.00 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.3 | $29M | +69% | 393k | 74.55 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 1.2 | $27M | +2694% | 352k | 77.68 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.1 | $26M | +93% | 201k | 129.16 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $24M | -2% | 91k | 266.28 | |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $23M | -67% | 234k | 96.99 | |
| Pepsi (PEP) | 1.0 | $22M | +39% | 122k | 180.66 | |
| Nextera Energy (NEE) | 0.9 | $22M | 258k | 83.60 | ||
| Home Depot (HD) | 0.9 | $21M | 66k | 315.86 | ||
| Johnson & Johnson (JNJ) | 0.9 | $21M | -12% | 116k | 176.65 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.8 | $19M | +13% | 270k | 71.84 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.8 | $19M | +5% | 322k | 58.48 | |
| Invesco Db Multi-sector Comm Gold Fd (DGL) | 0.8 | $19M | +362% | 368k | 50.82 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.8 | $18M | +282% | 203k | 90.00 | |
| Visa Com Cl A (V) | 0.7 | $17M | +5% | 79k | 207.76 | |
| Chevron Corporation (CVX) | 0.7 | $16M | 88k | 179.49 | ||
| Starbucks Corporation (SBUX) | 0.7 | $16M | +28% | 157k | 99.20 | |
| Eli Lilly & Co. (LLY) | 0.7 | $15M | +59% | 42k | 365.84 | |
| Costco Wholesale Corporation (COST) | 0.6 | $15M | 32k | 456.50 | ||
| Abbvie (ABBV) | 0.6 | $14M | -6% | 89k | 161.61 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $14M | -18% | 135k | 105.43 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $14M | +3% | 106k | 134.10 | |
| Procter & Gamble Company (PG) | 0.6 | $14M | +28% | 90k | 151.56 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.6 | $13M | +5% | 252k | 50.67 | |
| Dorchester Minerals Com Unit (DMLP) | 0.6 | $13M | 426k | 29.93 | ||
| Amgen (AMGN) | 0.5 | $12M | +2% | 46k | 262.64 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $12M | 110k | 110.30 | ||
| Walt Disney Company (DIS) | 0.5 | $12M | +94% | 136k | 86.88 | |
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.5 | $12M | +6% | 197k | 59.44 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $11M | +4% | 75k | 151.85 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $11M | +4% | 30k | 384.21 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $11M | +2% | 33k | 347.73 | |
| Oracle Corporation (ORCL) | 0.5 | $11M | +9% | 138k | 81.74 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.5 | $11M | -2% | 225k | 49.23 | |
| McDonald's Corporation (MCD) | 0.5 | $11M | +37% | 41k | 263.53 | |
| Cisco Systems (CSCO) | 0.5 | $11M | +3% | 226k | 47.64 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.5 | $11M | 365k | 29.38 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $10M | -24% | 128k | 81.17 | |
| Southern Company (SO) | 0.5 | $10M | +8% | 146k | 71.41 | |
| Merck & Co (MRK) | 0.4 | $10M | -3% | 93k | 110.95 | |
| Analog Devices (ADI) | 0.4 | $10M | +4% | 62k | 164.03 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $10M | 29k | 351.34 | ||
| Ishares Tr Mbs Etf (MBB) | 0.4 | $9.9M | -24% | 107k | 92.75 | |
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $9.8M | +11% | 212k | 46.25 | |
| Booking Holdings (BKNG) | 0.4 | $9.4M | +570% | 4.7k | 2015.28 | |
| salesforce (CRM) | 0.4 | $9.2M | +173% | 69k | 132.59 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $8.9M | -23% | 93k | 95.78 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $8.9M | +21% | 23k | 382.44 | |
| Abbott Laboratories (ABT) | 0.4 | $8.8M | -24% | 80k | 109.79 | |
| Broadcom (AVGO) | 0.4 | $8.7M | +8% | 16k | 559.12 | |
| NVIDIA Corporation (NVDA) | 0.4 | $8.6M | -52% | 59k | 146.14 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $8.5M | -5% | 96k | 88.73 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $8.4M | 27k | 308.90 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $8.3M | +13% | 55k | 151.65 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $8.2M | -5% | 17k | 486.50 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.4 | $8.1M | +1247% | 197k | 40.90 | |
| BlackRock (BLK) | 0.3 | $8.0M | 11k | 708.65 | ||
| Union Pacific Corporation (UNP) | 0.3 | $7.9M | 38k | 207.07 | ||
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $7.8M | 202k | 38.89 | ||
| Lowe's Companies (LOW) | 0.3 | $7.7M | 39k | 199.24 | ||
| Paychex (PAYX) | 0.3 | $7.6M | 66k | 115.56 | ||
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.3 | $7.6M | +1021% | 441k | 17.12 | |
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.3 | $7.5M | +2% | 114k | 65.81 | |
| First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) | 0.3 | $7.5M | +5% | 156k | 47.73 | |
| Allstate Corporation (ALL) | 0.3 | $7.4M | +77% | 55k | 135.60 | |
| S&p Global (SPGI) | 0.3 | $7.4M | 22k | 334.94 | ||
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $7.4M | 249k | 29.69 | ||
| Wal-Mart Stores (WMT) | 0.3 | $7.3M | +3% | 51k | 141.79 | |
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $7.2M | +74% | 151k | 47.41 | |
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.3 | $7.1M | +5% | 77k | 91.42 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $7.0M | -24% | 77k | 91.47 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $6.9M | 42k | 165.22 | ||
| United Parcel Service CL B (UPS) | 0.3 | $6.9M | +3% | 40k | 173.84 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $6.9M | +5% | 78k | 88.23 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $6.9M | +14% | 36k | 191.19 | |
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.3 | $6.8M | +100% | 106k | 64.34 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $6.8M | -55% | 12k | 550.70 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $6.5M | +17% | 185k | 34.97 | |
| Coca-Cola Company (KO) | 0.3 | $6.4M | -47% | 101k | 63.61 | |
| American Tower Reit (AMT) | 0.3 | $6.4M | -42% | 30k | 211.86 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $6.4M | -14% | 38k | 169.64 | |
| UnitedHealth (UNH) | 0.3 | $6.3M | -29% | 12k | 530.17 | |
| Air Products & Chemicals (APD) | 0.3 | $6.2M | 20k | 308.26 | ||
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $6.1M | +4% | 112k | 54.49 | |
| Honeywell International (HON) | 0.3 | $6.0M | 28k | 214.30 | ||
| Duke Energy Corp Com New (DUK) | 0.3 | $6.0M | +105% | 58k | 102.99 | |
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.3 | $5.9M | 92k | 64.72 | ||
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.3 | $5.9M | 90k | 65.34 | ||
| Truist Financial Corp equities (TFC) | 0.3 | $5.8M | 135k | 43.03 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $5.7M | +6% | 60k | 94.64 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $5.6M | -18% | 49k | 114.89 | |
| Automatic Data Processing (ADP) | 0.2 | $5.6M | 24k | 238.86 | ||
| Kimberly-Clark Corporation (KMB) | 0.2 | $5.6M | +10% | 41k | 135.75 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $5.5M | +18% | 23k | 241.90 | |
| Pfizer (PFE) | 0.2 | $5.5M | +10% | 107k | 51.24 | |
| Ishares Tr National Mun Etf (MUB) | 0.2 | $5.3M | +92% | 51k | 105.52 | |
| Altria (MO) | 0.2 | $5.3M | +16% | 116k | 45.71 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $5.3M | +56% | 106k | 50.00 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.2 | $5.3M | 187k | 28.24 | ||
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.2 | $5.3M | +2% | 243k | 21.70 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $5.2M | +554% | 52k | 99.71 | |
| Danaher Corporation (DHR) | 0.2 | $5.2M | -53% | 20k | 265.41 | |
| AmerisourceBergen (ABC) | 0.2 | $5.1M | +4% | 31k | 165.71 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $5.1M | 95k | 53.44 | ||
| Nike CL B (NKE) | 0.2 | $5.0M | +4% | 43k | 117.01 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $5.0M | +9% | 15k | 336.53 | |
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.2 | $4.9M | +2% | 169k | 29.03 | |
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $4.9M | +126% | 97k | 50.27 | |
| Us Bancorp Del Com New (USB) | 0.2 | $4.8M | +10% | 111k | 43.61 | |
| Tidal Etf Tr Foliobeyond Risi (RISR) | 0.2 | $4.8M | +2% | 152k | 31.59 | |
| Eversource Energy (ES) | 0.2 | $4.8M | 57k | 83.84 | ||
| Medtronic SHS (MDT) | 0.2 | $4.8M | +8% | 61k | 77.72 | |
| At&t (T) | 0.2 | $4.7M | -18% | 256k | 18.41 | |
| Schlumberger Com Stk (SLB) | 0.2 | $4.6M | -64% | 87k | 53.46 | |
| Bristol Myers Squibb (BMY) | 0.2 | $4.6M | +4% | 64k | 71.95 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $4.6M | +14% | 22k | 213.11 | |
| Spdr Ser Tr Russell Low Vol (ONEV) | 0.2 | $4.6M | -10% | 45k | 102.96 | |
| Wec Energy Group (WEC) | 0.2 | $4.6M | 49k | 93.76 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $4.5M | -11% | 55k | 82.48 | |
| Intel Corporation (INTC) | 0.2 | $4.5M | +35% | 172k | 26.43 | |
| TJX Companies (TJX) | 0.2 | $4.5M | +10% | 57k | 79.60 | |
| Crown Castle Intl (CCI) | 0.2 | $4.4M | -2% | 33k | 135.64 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $4.4M | +3% | 62k | 70.50 | |
| Qualcomm (QCOM) | 0.2 | $4.3M | -32% | 39k | 109.94 | |
| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 0.2 | $4.2M | -13% | 116k | 36.52 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $4.2M | 63k | 66.65 | ||
| Snap-on Incorporated (SNA) | 0.2 | $4.1M | +535% | 18k | 228.49 | |
| Discover Financial Services (DFS) | 0.2 | $4.1M | +22% | 42k | 97.83 | |
| Paypal Holdings (PYPL) | 0.2 | $4.1M | +134% | 58k | 71.22 | |
| Tesla Motors (TSLA) | 0.2 | $4.0M | +4% | 33k | 123.18 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $4.0M | +34% | 28k | 140.37 | |
| Verizon Communications (VZ) | 0.2 | $3.9M | -16% | 99k | 39.40 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $3.9M | +4% | 7.2k | 545.64 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $3.9M | -16% | 37k | 106.44 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $3.8M | +42% | 76k | 50.13 | |
| Target Corporation (TGT) | 0.2 | $3.8M | -5% | 25k | 149.04 | |
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.2 | $3.7M | +10% | 168k | 22.21 | |
| First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 0.2 | $3.7M | -4% | 72k | 51.09 | |
| CVS Caremark Corporation (CVS) | 0.2 | $3.7M | 40k | 93.19 | ||
| First Tr Exchange-traded A Mid Cap Val Fd (FNK) | 0.2 | $3.7M | +2% | 86k | 42.97 | |
| First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.2 | $3.6M | +3% | 65k | 56.39 | |
| Phillips 66 (PSX) | 0.2 | $3.6M | -2% | 35k | 104.08 | |
| Jefferies Finl Group (JEF) | 0.2 | $3.6M | +17% | 105k | 34.28 | |
| Allison Transmission Hldngs I (ALSN) | 0.2 | $3.6M | +14% | 86k | 41.60 | |
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $3.5M | 103k | 34.59 | ||
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $3.5M | -30% | 72k | 49.26 | |
| Stryker Corporation (SYK) | 0.2 | $3.5M | -16% | 14k | 244.49 | |
| Celanese Corporation (CE) | 0.2 | $3.5M | +42% | 34k | 102.24 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $3.5M | +12% | 42k | 83.03 | |
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $3.4M | -29% | 68k | 50.54 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $3.4M | +11% | 24k | 141.25 | |
| Bank of America Corporation (BAC) | 0.1 | $3.4M | +6% | 103k | 33.12 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $3.4M | 47k | 72.24 | ||
| Ab Active Etfs Ultra Short Incm (YEAR) | 0.1 | $3.4M | +1375% | 67k | 49.95 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.3M | 79k | 41.97 | ||
| Innovator Etfs Tr Us Eqty Ultra B (UDEC) | 0.1 | $3.3M | +14% | 120k | 27.43 | |
| Tyson Foods Cl A (TSN) | 0.1 | $3.3M | +17% | 53k | 62.25 | |
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.1 | $3.3M | +12% | 136k | 24.11 | |
| Cigna Corp (CI) | 0.1 | $3.3M | 9.8k | 331.34 | ||
| Owens Corning (OC) | 0.1 | $3.2M | NEW | 38k | 85.30 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $3.2M | 19k | 172.07 | ||
| Boeing Company (BA) | 0.1 | $3.2M | +3% | 17k | 190.49 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $3.2M | +3% | 81k | 39.58 | |
| First Tr Exchange-traded Ft Cboe Vest Gld (IGLD) | 0.1 | $3.2M | +215% | 166k | 19.04 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $3.2M | NEW | 61k | 52.06 | |
| Comerica Incorporated (CMA) | 0.1 | $3.2M | +15% | 47k | 66.85 | |
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.1 | $3.1M | -6% | 81k | 38.94 | |
| First Tr Exchange-traded Lng Dur Oprtun (LGOV) | 0.1 | $3.1M | +5% | 144k | 21.89 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.1M | -18% | 18k | 174.36 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $3.1M | +7% | 31k | 100.92 | |
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $3.1M | +15% | 123k | 24.88 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $3.0M | -3% | 55k | 55.56 | |
| International Business Machines (IBM) | 0.1 | $3.0M | 22k | 140.89 | ||
| Huntsman Corporation (HUN) | 0.1 | $3.0M | +24% | 109k | 27.48 | |
| Caterpillar (CAT) | 0.1 | $3.0M | 13k | 239.56 | ||
| PNC Financial Services (PNC) | 0.1 | $3.0M | -2% | 19k | 157.94 | |
| NetApp (NTAP) | 0.1 | $3.0M | +9% | 50k | 60.06 | |
| Thor Industries (THO) | 0.1 | $2.9M | +18% | 39k | 75.49 | |
| Meta Platforms Cl A (META) | 0.1 | $2.9M | -30% | 24k | 120.34 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.9M | -5% | 39k | 75.28 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $2.9M | +3% | 173k | 16.80 | |
| Gilead Sciences (GILD) | 0.1 | $2.9M | +52% | 34k | 85.85 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $2.9M | +4% | 40k | 71.55 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $2.8M | 4.5k | 629.68 | ||
| American Express Company (AXP) | 0.1 | $2.8M | 19k | 147.75 | ||
| Strategy Day Hagan Ned (SSUS) | 0.1 | $2.8M | 92k | 30.47 | ||
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $2.8M | +26% | 88k | 31.83 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $2.8M | 8.7k | 319.42 | ||
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $2.8M | -17% | 62k | 44.59 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $2.7M | +2% | 37k | 74.22 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $2.7M | +11% | 37k | 74.51 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.7M | -42% | 9.9k | 266.85 | |
| RPM International (RPM) | 0.1 | $2.6M | 27k | 97.45 | ||
| BP Sponsored Adr (BP) | 0.1 | $2.6M | +195% | 74k | 34.93 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $2.6M | -5% | 35k | 73.63 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $2.6M | 106k | 24.24 | ||
| Tractor Supply Company (TSCO) | 0.1 | $2.5M | +3% | 11k | 224.98 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $2.5M | +17% | 56k | 44.98 | |
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $2.5M | -10% | 21k | 120.53 | |
| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $2.5M | +208% | 64k | 39.01 | |
| Wells Fargo & Company (WFC) | 0.1 | $2.5M | -14% | 60k | 41.29 | |
| ConocoPhillips (COP) | 0.1 | $2.4M | +25% | 20k | 118.00 | |
| Norfolk Southern (NSC) | 0.1 | $2.4M | -4% | 9.6k | 246.43 | |
| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.1 | $2.4M | +9% | 112k | 21.03 | |
| Illinois Tool Works (ITW) | 0.1 | $2.4M | -2% | 11k | 220.30 | |
| Advanced Micro Devices (AMD) | 0.1 | $2.3M | -10% | 36k | 64.77 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.3M | 11k | 214.23 | ||
| FactSet Research Systems (FDS) | 0.1 | $2.3M | -2% | 5.8k | 401.21 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $2.3M | -17% | 46k | 50.04 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $2.3M | +6% | 45k | 50.33 | |
| Motorola Solutions Com New (MSI) | 0.1 | $2.3M | 8.7k | 257.71 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.2M | +3% | 45k | 50.14 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $2.2M | -8% | 14k | 161.38 | |
| Innovator Etfs Tr Defined Wlt Shld (BALT) | 0.1 | $2.2M | -6% | 83k | 26.59 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $2.2M | +125% | 19k | 116.39 | |
| General Dynamics Corporation (GD) | 0.1 | $2.2M | -13% | 8.8k | 248.10 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $2.2M | -7% | 56k | 38.98 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.2M | -2% | 21k | 100.80 | |
| Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) | 0.1 | $2.1M | -3% | 112k | 19.21 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $2.1M | -8% | 22k | 95.02 | |
| First Tr Exchange-traded A Sml Cap Val Alph (FYT) | 0.1 | $2.1M | +3% | 47k | 45.02 | |
| First Tr Exchange-traded A Sml Cp Grw Alp (FYC) | 0.1 | $2.1M | +4% | 37k | 55.28 | |
| 3M Company (MMM) | 0.1 | $2.0M | -16% | 17k | 119.92 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $2.0M | -13% | 39k | 51.79 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $2.0M | 4.3k | 469.07 | ||
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $2.0M | 43k | 46.71 | ||
| Edwards Lifesciences (EW) | 0.1 | $2.0M | 27k | 74.61 | ||
| Lam Research Corporation (LRCX) | 0.1 | $2.0M | -4% | 4.8k | 420.28 | |
| Linde SHS (LIN) | 0.1 | $2.0M | +34% | 6.0k | 326.21 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.9M | -91% | 14k | 135.85 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.9M | -22% | 26k | 75.19 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.9M | +14% | 9.3k | 203.81 | |
| Constellation Brands Cl A (STZ) | 0.1 | $1.9M | 8.1k | 231.75 | ||
| Dow (DOW) | 0.1 | $1.9M | -7% | 37k | 50.39 | |
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.1 | $1.8M | +7% | 11k | 167.23 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $1.8M | -7% | 42k | 43.92 | |
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $1.8M | +129% | 74k | 24.60 | |
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $1.8M | 12k | 151.61 | ||
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $1.8M | -21% | 18k | 96.96 | |
| Zoetis Cl A (ZTS) | 0.1 | $1.7M | -6% | 12k | 146.55 | |
| Applied Materials (AMAT) | 0.1 | $1.7M | +10% | 18k | 97.38 | |
Past Filings by Kingsview Wealth Management
SEC 13F filings are viewable for Kingsview Wealth Management going back to 2017
- 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
- Kingsview Wealth Management 2019 Q2 filed Jan. 29, 2020
- Kingsview Wealth Management 2019 Q1 filed Jan. 29, 2020