Kingsview Wealth Management, LLC Top Holdings and 13F Report (2025)

About Kingsview Wealth Management, LLC

Investment Activity

Kingsview Wealth Management, LLC has $5.31 billion in total holdings as of March 31, 2025.
Kingsview Wealth Management, LLC owns shares of 1,086 different stocks, but just 204 companies or ETFs make up 80% of its holdings.
Approximately 15.29% of the portfolio was purchased this quarter.
About 10.30% of the portfolio was sold this quarter.
This quarter, Kingsview Wealth Management, LLC has purchased 1,098 new stocks and bought additional shares in 454 stocks.
Kingsview Wealth Management, LLC sold shares of 478 stocks and completely divested from 118 stocks this quarter.

Largest Holdings

Monarch ProCap Index ETF: $175,002,863
Apple: $159,077,810
iShares 0-3 Month Treasury Bond ETF: $129,236,213
iShares Core U.S. Aggregate Bond ETF: $126,168,949
Monarch Ambassador Income Index ETF: $122,620,827

Largest New Holdings this Quarter

H11356104 - BUNGE GLOBAL SA: $9,180,416 Holding
23331A109 - D.R. Horton: $8,873,427 Holding
33738D788 - FIRST TR EXCHANGE-TRADED FD: $7,607,616 Holding
278642103 - eBay: $3,463,577 Holding
146229109 - Carter's: $3,295,416 Holding

Largest Purchases this Quarter

iShares 0-3 Month Treasury Bond ETF: 1,091,557 shares (about $109.89M)
Innovator Equity Managed Floor ETF: 1,210,207 shares (about $37.99M)
Simon Property Group: 219,742 shares (about $36.49M)
INNOVATOR ETFS TRUST: 1,339,755 shares (about $36.40M)
Danaher: 167,564 shares (about $34.35M)

Largest Sales this Quarter

Innovator Laddered Fund of U.S. Equity Power Buffer ETFs: 1,087,220 shares (about $47.94M)
Costco Wholesale: 33,128 shares (about $31.33M)
Visa: 87,928 shares (about $30.82M)
Emerson Electric: 266,429 shares (about $29.21M)
American Tower: 123,617 shares (about $26.90M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MPRO Monarch ProCap Index ETF	$175,002,863	$312,424 ▲	0.2%	6,059,656	3.3%	ETF
AAPL Apple	$159,077,810	$30,909,627 ▲	24.1%	716,147	3.0%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$129,236,213	$109,887,037 ▲	567.9%	1,283,761	2.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$126,168,949	$1,106,519 ▼	-0.9%	1,275,465	2.4%	Finance
MAMB Monarch Ambassador Income Index ETF	$122,620,827	$10,660,734 ▲	9.5%	5,378,106	2.3%	ETF
NVDA NVIDIA	$107,001,926	$7,259,941 ▲	7.3%	987,285	2.0%	Computer and Technology
NORTHERN LTS FD TR IV	$103,371,141	$1,488,888 ▼	-1.4%	3,811,620	1.9%	MONARCH SEL SUBS
SPYG SPDR Portfolio S&P 500 Growth ETF	$102,836,937	$278,402 ▼	-0.3%	1,279,544	1.9%	ETF
AMZN Amazon.com	$100,192,371	$5,893,680 ▲	6.3%	526,608	1.9%	Retail/Wholesale
MBCC Monarch Blue Chips Core Index ETF	$93,821,681	$7,955,484 ▼	-7.8%	2,803,995	1.8%	ETF
NORTHERN LTS FD TR IV	$81,802,143	$27,006,271 ▲	49.3%	3,248,669	1.5%	MONARCH VOL FACT
MSFT Microsoft	$80,741,405	$928,714 ▲	1.2%	215,087	1.5%	Computer and Technology
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$77,768,533	$4,585,004 ▼	-5.6%	2,721,082	1.5%	ETF
NORTHERN LTS FD TR IV	$68,335,074	$18,357,449 ▲	36.7%	2,665,174	1.3%	MONARCH VOL FACT
LLY Eli Lilly and Company	$57,355,125	$4,625,080 ▲	8.8%	69,445	1.1%	Medical
NORTHERN LTS FD TR IV	$55,641,436	$4,847,246 ▼	-8.0%	2,119,674	1.0%	MONARCH DIVID PL
META Meta Platforms	$54,453,626	$30,233,123 ▲	124.8%	94,478	1.0%	Computer and Technology
ORCL Oracle	$53,197,215	$6,966,602 ▲	15.1%	380,496	1.0%	Computer and Technology
SPAB SPDR Portfolio Aggregate Bond ETF	$52,460,297	$3,680,007 ▼	-6.6%	2,054,045	1.0%	ETF
GE GE Aerospace	$50,081,122	$3,593,092 ▲	7.7%	250,218	0.9%	Industrials
VOO Vanguard S&P 500 ETF	$49,725,358	$2,910,269 ▲	6.2%	96,759	0.9%	ETF
NFLX Netflix	$49,080,919	$3,672,303 ▲	8.1%	52,632	0.9%	Consumer Discretionary
SFLR Innovator Equity Managed Floor ETF	$49,022,642	$37,988,398 ▲	344.3%	1,561,728	0.9%	ETF
MA Mastercard	$46,693,447	$4,936,390 ▲	11.8%	85,188	0.9%	Business Services
QQQ Invesco QQQ	$46,304,516	$325,900 ▲	0.7%	98,747	0.9%	Finance
XLK Technology Select Sector SPDR Fund	$44,860,292	$534,990 ▲	1.2%	217,262	0.8%	ETF
DHR Danaher	$42,713,669	$34,350,680 ▲	410.7%	208,359	0.8%	Medical
CRM Salesforce	$40,915,918	$4,924,391 ▲	13.7%	152,467	0.8%	Computer and Technology
INNOVATOR ETFS TRUST	$36,850,888	$36,401,143 ▲	8,093.7%	1,356,308	0.7%	EQUITY DEFINED P
SPG Simon Property Group	$36,742,158	$36,494,699 ▲	14,747.8%	221,232	0.7%	Finance
XLC Communication Services Select Sector SPDR Fund	$36,643,856	$1,612,258 ▼	-4.2%	379,926	0.7%	ETF
JPM JPMorgan Chase & Co.	$30,459,620	$440,313 ▲	1.5%	124,173	0.6%	Finance
MBB iShares MBS ETF	$26,876,311	$2,722,996 ▲	11.3%	286,589	0.5%	ETF
XLV Health Care Select Sector SPDR Fund	$26,806,650	$1,530,912 ▼	-5.4%	183,595	0.5%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$24,930,924	$1,976,531 ▲	8.6%	229,376	0.5%	Finance
FTSM First Trust Enhanced Short Maturity ETF	$24,750,728	$2,760,300 ▼	-10.0%	413,615	0.5%	Manufacturing
HD Home Depot	$24,058,087	$5,231,246 ▼	-17.9%	65,645	0.5%	Retail/Wholesale
BUFF Innovator Laddered Fund of U.S. Equity Power Buffer ETFs	$23,914,107	$47,935,529 ▼	-66.7%	542,393	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$23,265,723	$327,245 ▲	1.4%	41,591	0.4%	Finance
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$23,040,172	$1,339,866 ▲	6.2%	338,776	0.4%	ETF
BRK.B Berkshire Hathaway	$22,808,446	$1,955,649 ▼	-7.9%	42,826	0.4%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$21,938,526	$3,030,667 ▲	16.0%	230,036	0.4%	ETF
GOOGL Alphabet	$21,661,905	$678,249 ▲	3.2%	140,080	0.4%	Computer and Technology
IAU iShares Gold Trust	$21,255,198	$48,701 ▲	0.2%	360,502	0.4%	Finance
V Visa	$21,115,371	$30,815,475 ▼	-59.3%	60,250	0.4%	Business Services
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$20,424,175	$8,521,730 ▲	71.6%	222,655	0.4%	ETF
COST Costco Wholesale	$19,798,565	$31,331,177 ▼	-61.3%	20,934	0.4%	Retail/Wholesale
AVGO Broadcom	$19,008,545	$289,487 ▲	1.5%	113,531	0.4%	Computer and Technology
MCD McDonald's	$18,813,595	$623,798 ▲	3.4%	60,229	0.4%	Retail/Wholesale
MRK Merck & Co., Inc.	$18,261,942	$753,715 ▲	4.3%	203,453	0.3%	Medical
QQQM Invesco NASDAQ 100 ETF	$17,484,236	$10,975,058 ▲	168.6%	90,583	0.3%	ETF
CVX Chevron	$17,321,956	$257,795 ▼	-1.5%	103,544	0.3%	Energy
JEPI JPMorgan Equity Premium Income ETF	$17,244,996	$4,788,724 ▲	38.4%	301,803	0.3%	ETF
XOM Exxon Mobil	$16,925,290	$300,893 ▼	-1.7%	142,313	0.3%	Energy
XLP Consumer Staples Select Sector SPDR Fund	$16,658,419	$4,460,986 ▼	-21.1%	203,972	0.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$16,536,805	$130,943 ▲	0.8%	85,246	0.3%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$16,208,425	$1,185,022 ▲	7.9%	195,920	0.3%	Manufacturing
FTC First Trust Large Cap Growth AlphaDEX Fund	$15,744,533	$2,396,087 ▼	-13.2%	119,821	0.3%	ETF
FTA First Trust Large Cap Value AlphaDEX Fund	$15,601,331	$1,790,416 ▼	-10.3%	203,354	0.3%	Manufacturing
XLY Consumer Discretionary Select Sector SPDR Fund	$14,804,031	$118,279 ▲	0.8%	74,972	0.3%	Finance
XLRE Real Estate Select Sector SPDR Fund	$14,706,405	$4,109,330 ▼	-21.8%	351,408	0.3%	ETF
XLF Financial Select Sector SPDR Fund	$14,610,452	$831,926 ▼	-5.4%	293,324	0.3%	ETF
TAP Molson Coors Beverage	$14,415,349	$4,152,245 ▲	40.5%	236,822	0.3%	Consumer Staples
ABBV AbbVie	$14,391,759	$18,228 ▲	0.1%	68,689	0.3%	Medical
IBM International Business Machines	$14,246,971	$7,215,365 ▲	102.6%	57,295	0.3%	Computer and Technology
GLD SPDR Gold Shares	$14,104,453	$2,913,672 ▲	26.0%	48,950	0.3%	Finance
BLACKROCK INC	$13,962,519	$6,749,371 ▲	93.6%	14,752	0.3%	COM
PG Procter & Gamble	$13,932,409	$214,901 ▲	1.6%	81,753	0.3%	Consumer Staples
SCHD Schwab US Dividend Equity ETF	$13,749,300	$1,932,819 ▲	16.4%	491,749	0.3%	ETF
GOOG Alphabet	$13,402,695	$140,607 ▲	1.1%	85,788	0.3%	Computer and Technology
TXN Texas Instruments	$13,352,765	$889,513 ▲	7.1%	74,306	0.3%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$13,300,284	$2,707,153 ▼	-16.9%	109,010	0.3%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$13,281,480	$139,453 ▲	1.1%	441,245	0.3%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$13,253,107	$160,615 ▲	1.2%	259,509	0.2%	ETF
AMGN Amgen	$12,955,745	$2,181,151 ▼	-14.4%	41,585	0.2%	Medical
IVV iShares Core S&P 500 ETF	$12,796,805	$3,863,091 ▼	-23.2%	22,774	0.2%	ETF
JNJ Johnson & Johnson	$12,599,847	$11,009,941 ▼	-46.6%	75,976	0.2%	Medical
XAR SPDR S&P Aerospace & Defense ETF	$12,452,817	$212,111 ▲	1.7%	77,496	0.2%	ETF
PEP PepsiCo	$12,322,818	$363,155 ▼	-2.9%	82,185	0.2%	Consumer Staples
TSLA Tesla	$12,318,877	$380,187 ▼	-3.0%	47,534	0.2%	Auto/Tires/Trucks
LOW Lowe's Companies	$12,261,719	$2,380,090 ▲	24.1%	52,574	0.2%	Retail/Wholesale
ACN Accenture	$12,176,165	$8,835,450 ▲	264.5%	39,021	0.2%	Computer and Technology
KBWP Invesco KBW Property & Casualty Insurance ETF	$12,048,245	$46,223 ▼	-0.4%	96,703	0.2%	ETF
IPG Interpublic Group of Companies	$12,017,390	$3,253,826 ▲	37.1%	442,466	0.2%	Business Services
CI The Cigna Group	$12,006,038	$472,767 ▲	4.1%	36,493	0.2%	Medical
IHF iShares U.S. Healthcare Providers ETF	$11,833,566	$253,017 ▼	-2.1%	224,121	0.2%	ETF
KIE SPDR S&P Insurance ETF	$11,788,385	$280,556 ▼	-2.3%	194,753	0.2%	ETF
XSD SPDR S&P Semiconductor ETF	$11,786,688	$1,155,640 ▲	10.9%	58,707	0.2%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$11,587,748	$1,029,846 ▲	9.8%	462,769	0.2%	ETF
IHI iShares U.S. Medical Devices ETF	$11,478,264	$961,653 ▼	-7.7%	190,701	0.2%	ETF
VUG Vanguard Growth ETF	$11,450,705	$562,542 ▼	-4.7%	30,879	0.2%	ETF
XPH SPDR S&P Pharmaceuticals ETF	$11,416,143	$185,931 ▼	-1.6%	260,643	0.2%	ETF
JPIE JPMorgan Income ETF	$11,323,674	$9,621,297 ▲	565.2%	245,793	0.2%	ETF
XLI Industrial Select Sector SPDR Fund	$11,314,150	$179,436 ▲	1.6%	86,321	0.2%	ETF
CMCSA Comcast	$11,094,584	$1,437,736 ▼	-11.5%	300,666	0.2%	Consumer Discretionary
KR Kroger	$11,061,629	$1,564,384 ▼	-12.4%	163,416	0.2%	Retail/Wholesale
BALT Innovator Defined Wealth Shield ETF	$11,028,595	$5,480,925 ▲	98.8%	351,453	0.2%	ETF
TGT Target	$11,021,018	$265,596 ▼	-2.4%	105,606	0.2%	Retail/Wholesale
DG Dollar General	$11,009,296	$555,982 ▲	5.3%	125,205	0.2%	Retail/Wholesale
PEJ Invesco Leisure and Entertainment ETF	$11,002,808	$292,532 ▲	2.7%	226,163	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Kingsview Wealth Management, LLC Top Holdings and 13F Report (2025)

About Kingsview Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Kingsview Wealth Management, LLC Top Holdings and 13F Report (2025)

About Kingsview Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKingsview Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools