Kingsman Wealth Management as of March 31, 2025
Portfolio Holdings for Kingsman Wealth Management
Kingsman Wealth Management holds 64 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.7 | $17M | 161k | 108.38 | |
| Meta Platforms Cl A (META) | 9.9 | $14M | 24k | 576.36 | |
| Amazon (AMZN) | 8.9 | $12M | 64k | 190.26 | |
| Apple (AAPL) | 6.9 | $9.4M | 42k | 222.13 | |
| Ge Aerospace Com New (GE) | 5.8 | $7.9M | 39k | 200.15 | |
| Costco Wholesale Corporation (COST) | 5.6 | $7.7M | 8.1k | 945.83 | |
| Goldman Sachs (GS) | 3.7 | $5.1M | 9.3k | 546.29 | |
| Wal-Mart Stores (WMT) | 3.6 | $5.0M | 57k | 87.79 | |
| Microsoft Corporation (MSFT) | 3.5 | $4.8M | 13k | 375.39 | |
| Howmet Aerospace (HWM) | 3.3 | $4.6M | 35k | 129.73 | |
| Ishares Tr U.s. Tech Etf (IYW) | 2.9 | $3.9M | 28k | 140.44 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $3.2M | 6.1k | 532.58 | |
| Palantir Technologies Cl A (PLTR) | 2.1 | $2.9M | 34k | 84.40 | |
| Boston Scientific Corporation (BSX) | 2.0 | $2.7M | 27k | 100.88 | |
| Raytheon Technologies Corp (RTX) | 1.9 | $2.6M | 19k | 132.46 | |
| Mastercard Incorporated Cl A (MA) | 1.9 | $2.6M | 4.7k | 548.08 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.4 | $2.0M | 105k | 18.59 | |
| Visa Com Cl A (V) | 1.4 | $1.9M | 5.5k | 350.45 | |
| Eli Lilly & Co. (LLY) | 1.2 | $1.7M | 2.1k | 825.85 | |
| Metropcs Communications (TMUS) | 1.1 | $1.5M | 5.6k | 266.70 | |
| Fortinet (FTNT) | 1.1 | $1.5M | 16k | 96.26 | |
| EQT Corporation (EQT) | 0.9 | $1.3M | 24k | 53.43 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $1.3M | 5.2k | 245.31 | |
| Intuitive Surgical Com New (ISRG) | 0.8 | $1.1M | 2.2k | 495.27 | |
| Uber Technologies (UBER) | 0.7 | $974k | 13k | 72.86 | |
| Southern Company (SO) | 0.7 | $930k | 10k | 91.95 | |
| Arista Networks Com Shs (ANET) | 0.6 | $878k | 11k | 77.48 | |
| Advisorshares Tr Advisorshs Etf (CWS) | 0.6 | $867k | 13k | 65.47 | |
| Home Depot (HD) | 0.6 | $853k | 2.3k | 366.49 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $847k | 3.1k | 274.81 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $815k | 5.2k | 156.23 | |
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.6 | $800k | 21k | 38.08 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $626k | 6.0k | 104.57 | |
| Bank of New York Mellon Corporation (BK) | 0.4 | $604k | 7.2k | 83.87 | |
| Unum (UNM) | 0.4 | $582k | 7.2k | 81.46 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $556k | 7.3k | 75.65 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $533k | 5.7k | 93.66 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $468k | 836.00 | 559.16 | |
| Oracle Corporation (ORCL) | 0.3 | $456k | 3.3k | 139.82 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $446k | 16k | 27.96 | |
| Baker Hughes Company Cl A (BKR) | 0.3 | $442k | 10k | 43.95 | |
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $438k | 2.5k | 172.76 | |
| International Business Machines (IBM) | 0.3 | $436k | 1.8k | 248.59 | |
| salesforce (CRM) | 0.3 | $414k | 1.5k | 268.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $393k | 2.5k | 154.64 | |
| Blackrock (BLK) | 0.3 | $367k | 388.00 | 945.70 | |
| Morgan Stanley Com New (MS) | 0.3 | $365k | 3.1k | 116.68 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $354k | 1.0k | 352.58 | |
| Broadcom (AVGO) | 0.3 | $345k | 2.1k | 167.40 | |
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $339k | 4.7k | 72.20 | |
| Netflix (NFLX) | 0.2 | $339k | 363.00 | 932.53 | |
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $338k | 6.8k | 49.81 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $333k | 2.0k | 166.00 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $328k | 1.7k | 193.97 | |
| American Express Company (AXP) | 0.2 | $299k | 1.1k | 269.12 | |
| Procter & Gamble Company (PG) | 0.2 | $292k | 1.7k | 170.39 | |
| Ishares Tr Expanded Tech (IGV) | 0.2 | $283k | 3.2k | 88.99 | |
| General Dynamics Corporation (GD) | 0.2 | $274k | 1.0k | 272.50 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $271k | 579.00 | 468.63 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $252k | 816.00 | 308.91 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $245k | 549.00 | 446.47 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $244k | 1.9k | 128.83 | |
| L3harris Technologies (LHX) | 0.2 | $211k | 1.0k | 209.23 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $200k | 3.9k | 51.94 |