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

About Kingsview Wealth Management, LLC

Investment Activity

Kingsview Wealth Management, LLC has $5.91 billion in total holdings as of June 30, 2025.
Kingsview Wealth Management, LLC owns shares of 1,161 different stocks, but just 225 companies or ETFs make up 80% of its holdings.
Approximately 13.32% of the portfolio was purchased this quarter.
About 9.52% of the portfolio was sold this quarter.
This quarter, Kingsview Wealth Management, LLC has purchased 1,086 new stocks and bought additional shares in 516 stocks.
Kingsview Wealth Management, LLC sold shares of 427 stocks and completely divested from 76 stocks this quarter.

Largest Holdings

Monarch ProCap Index ETF: $242,340,403
iShares Core U.S. Aggregate Bond ETF: $158,175,297
NVIDIA: $152,167,504
SPDR Portfolio S&P 500 Growth ETF: $129,071,005
Monarch Ambassador Income Index ETF: $127,599,707

Largest New Holdings this Quarter

464289180 - iShares MSCI Europe Financials ETF: $6,835,730 Holding
00214Q401 - ARK Next Generation Internet ETF: $6,753,102 Holding
464286806 - iShares MSCI Germany ETF: $5,308,295 Holding
25434V807 - Dimensional International Value ETF: $5,114,071 Holding
46641Q191 - JPMorgan BetaBuilders Europe ETF: $4,978,857 Holding

Largest Purchases this Quarter

Monarch ProCap Index ETF: 2,079,400 shares (about $61.91M)
Walmart: 403,199 shares (about $39.42M)
Texas Instruments: 178,407 shares (about $37.04M)
iShares Core U.S. Aggregate Bond ETF: 319,044 shares (about $31.65M)
Adobe: 80,753 shares (about $31.24M)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF: 1,109,921 shares (about $111.76M)
Meta Platforms: 59,591 shares (about $43.98M)
Apple: 164,285 shares (about $33.71M)
Amazon.com: 153,375 shares (about $33.65M)
Simon Property Group: 176,287 shares (about $28.34M)

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	$242,340,403	$61,914,138 ▲	34.3%	8,139,056	4.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$158,175,297	$31,649,166 ▲	25.0%	1,594,509	2.7%	Finance
NVDA NVIDIA	$152,167,504	$3,813,722 ▼	-2.4%	963,146	2.6%	Computer and Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$129,071,005	$7,104,867 ▲	5.8%	1,354,081	2.2%	ETF
MAMB Monarch Ambassador Income Index ETF	$127,599,707	$3,504,748 ▲	2.8%	5,529,997	2.2%	ETF
AAPL Apple	$113,225,620	$33,706,381 ▼	-22.9%	551,862	1.9%	Computer and Technology
MSFT Microsoft	$106,370,168	$616,291 ▼	-0.6%	213,848	1.8%	Computer and Technology
MBCC Monarch Blue Chips Core Index ETF	$104,676,655	$2,358,040 ▲	2.3%	2,868,616	1.8%	ETF
NORTHERN LTS FD TR IV	$97,287,116	$6,234,712 ▲	6.8%	3,471,118	1.6%	MONARCH VOL FACT
NORTHERN LTS FD TR IV	$90,201,546	$22,333,089 ▼	-19.8%	3,055,184	1.5%	MONARCH SEL SUBS
ORCL Oracle	$83,002,387	$185,398 ▼	-0.2%	379,648	1.4%	Computer and Technology
AMZN Amazon.com	$81,883,485	$33,648,899 ▼	-29.1%	373,233	1.4%	Retail/Wholesale
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$79,118,297	$832,776 ▲	1.1%	2,750,028	1.3%	ETF
NORTHERN LTS FD TR IV	$69,291,085	$183,118 ▲	0.3%	2,672,236	1.2%	MONARCH VOL FACT
VOO Vanguard S&P 500 ETF	$60,221,920	$5,259,953 ▲	9.6%	106,019	1.0%	ETF
XLK Technology Select Sector SPDR Fund	$59,544,955	$4,527,748 ▲	8.2%	235,142	1.0%	ETF
QQQ Invesco QQQ	$58,374,141	$3,901,208 ▲	7.2%	105,819	1.0%	Finance
NFLX Netflix	$57,545,094	$12,935,996 ▼	-18.4%	42,972	1.0%	Consumer Discretionary
SFLR Innovator Equity Managed Floor ETF	$56,547,416	$4,120,213 ▲	7.9%	1,684,463	1.0%	ETF
LLY Eli Lilly and Company	$56,347,896	$2,213,099 ▲	4.1%	72,284	1.0%	Medical
NORTHERN LTS FD TR IV	$55,644,141	$438,510 ▲	0.8%	2,136,511	0.9%	MONARCH DIVID PL
SPAB SPDR Portfolio Aggregate Bond ETF	$53,307,717	$724,173 ▲	1.4%	2,082,333	0.9%	ETF
GE GE Aerospace	$53,110,579	$11,292,977 ▼	-17.5%	206,343	0.9%	Aerospace
TXN Texas Instruments	$52,468,195	$37,040,806 ▲	240.1%	252,713	0.9%	Computer and Technology
COST Costco Wholesale	$50,856,041	$30,132,697 ▲	145.4%	51,373	0.9%	Retail/Wholesale
WMT Walmart	$49,010,955	$39,424,799 ▲	411.3%	501,237	0.8%	Retail/Wholesale
MA Mastercard	$45,209,676	$2,660,781 ▼	-5.6%	80,453	0.8%	Business Services
CRM Salesforce	$45,127,178	$3,550,968 ▲	8.5%	165,489	0.8%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$44,634,137	$3,400,786 ▲	8.2%	411,261	0.8%	ETF
INNOVATOR ETFS TRUST	$44,311,044	$6,103,847 ▲	16.0%	1,572,987	0.8%	EQUITY DEFINED P
DHR Danaher	$41,283,186	$123,858 ▲	0.3%	208,986	0.7%	Medical
ADBE Adobe	$39,625,449	$31,241,751 ▲	372.6%	102,423	0.7%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$37,496,238	$12,749,500 ▲	51.5%	278,183	0.6%	ETF
JPM JPMorgan Chase & Co.	$36,255,679	$256,571 ▲	0.7%	125,058	0.6%	Finance
QQQM Invesco NASDAQ 100 ETF	$34,538,312	$13,966,891 ▲	67.9%	152,084	0.6%	ETF
AVGO Broadcom	$31,489,188	$194,333 ▲	0.6%	114,236	0.5%	Computer and Technology
MBB iShares MBS ETF	$27,937,642	$1,029,786 ▲	3.8%	297,557	0.5%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$27,847,390	$2,476,462 ▲	9.8%	371,844	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$26,272,218	$575,218 ▲	2.2%	42,522	0.4%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$25,930,572	$788,645 ▲	3.1%	236,571	0.4%	Finance
META Meta Platforms	$25,749,746	$43,983,521 ▼	-63.1%	34,887	0.4%	Computer and Technology
GOOGL Alphabet	$24,338,338	$347,877 ▼	-1.4%	138,106	0.4%	Computer and Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$23,698,427	$3,274,300 ▲	16.0%	258,350	0.4%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$23,629,377	$1,133,758 ▼	-4.6%	394,678	0.4%	Manufacturing
XLF Financial Select Sector SPDR Fund	$23,398,720	$8,037,333 ▲	52.3%	446,796	0.4%	ETF
BUFF Innovator Laddered Allocation Power Buffer ETF	$23,384,286	$2,108,185 ▼	-8.3%	497,538	0.4%	ETF
HD Home Depot	$23,346,640	$721,551 ▼	-3.0%	63,677	0.4%	Retail/Wholesale
IAU iShares Gold Trust	$21,665,236	$815,669 ▼	-3.6%	347,422	0.4%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$20,884,435	$1,146,078 ▼	-5.2%	218,069	0.4%	ETF
BRK.B Berkshire Hathaway	$20,824,148	$20,402 ▲	0.1%	42,868	0.4%	Finance
JEPI JPMorgan Equity Premium Income ETF	$20,274,196	$3,116,689 ▲	18.2%	356,626	0.3%	ETF
V Visa	$19,912,055	$1,479,859 ▼	-6.9%	56,082	0.3%	Business Services
XLP Consumer Staples Select Sector SPDR Fund	$19,343,878	$2,828,280 ▲	17.1%	238,902	0.3%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$18,809,042	$2,515,377 ▲	15.4%	86,546	0.3%	Finance
FTC First Trust Large Cap Growth AlphaDEX Fund	$17,546,390	$543,041 ▼	-3.0%	116,224	0.3%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$17,503,936	$111,757,859 ▼	-86.5%	173,840	0.3%	ETF
XLRE Real Estate Select Sector SPDR Fund	$17,410,000	$2,854,669 ▲	19.6%	420,328	0.3%	ETF
CVX Chevron	$17,365,141	$2,538,624 ▲	17.1%	121,273	0.3%	Energy
VIG Vanguard Dividend Appreciation ETF	$17,278,891	$168,444 ▼	-1.0%	84,423	0.3%	ETF
BALT Innovator Defined Wealth Shield ETF	$17,109,964	$5,835,352 ▲	51.8%	533,353	0.3%	ETF
MCD McDonald's	$16,923,210	$674,042 ▼	-3.8%	57,922	0.3%	Retail/Wholesale
SHY iShares 1-3 Year Treasury Bond ETF	$16,643,764	$409,826 ▲	2.5%	200,866	0.3%	Manufacturing
XOM Exxon Mobil	$15,870,622	$529,297 ▲	3.5%	147,223	0.3%	Energy
TSLA Tesla	$15,732,387	$632,777 ▲	4.2%	49,526	0.3%	Auto/Tires/Trucks
FTA First Trust Large Cap Value AlphaDEX Fund	$15,693,612	$296,121 ▼	-1.9%	199,588	0.3%	Manufacturing
IVV iShares Core S&P 500 ETF	$15,491,206	$1,351,057 ▲	9.6%	24,950	0.3%	ETF
XLI Industrial Select Sector SPDR Fund	$15,415,895	$2,681,776 ▲	21.1%	104,500	0.3%	ETF
GOOG Alphabet	$15,197,785	$20,223 ▼	-0.1%	85,674	0.3%	Computer and Technology
GLD SPDR Gold Shares	$15,078,721	$157,292 ▲	1.1%	49,466	0.3%	Finance
JNJ Johnson & Johnson	$14,646,392	$3,041,091 ▲	26.2%	95,885	0.2%	Medical
SCHG Schwab U.S. Large-Cap Growth ETF	$14,494,115	$976,636 ▲	7.2%	496,204	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$14,211,703	$1,180,362 ▲	9.1%	536,291	0.2%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$14,024,648	$695,993 ▼	-4.7%	103,856	0.2%	ETF
JPIE JPMorgan Income ETF	$14,014,269	$2,629,126 ▲	23.1%	302,553	0.2%	ETF
VUG Vanguard Growth ETF	$13,755,522	$218,321 ▲	1.6%	31,377	0.2%	ETF
MRK Merck & Co., Inc.	$13,656,262	$2,449,048 ▼	-15.2%	172,515	0.2%	Medical
SPYV SPDR Portfolio S&P 500 Value ETF	$13,644,336	$61,656 ▲	0.5%	260,687	0.2%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$13,370,681	$49,481 ▲	0.4%	442,884	0.2%	ETF
SSNC SS&C Technologies	$13,343,159	$3,334,196 ▲	33.3%	161,149	0.2%	Computer and Technology
PG Procter & Gamble	$13,337,562	$312,743 ▲	2.4%	83,716	0.2%	Consumer Staples
XAR SPDR S&P Aerospace & Defense ETF	$13,230,259	$3,116,874 ▼	-19.1%	62,720	0.2%	ETF
ABBV AbbVie	$13,016,286	$266,180 ▲	2.1%	70,123	0.2%	Medical
TGT Target	$12,612,488	$2,194,467 ▲	21.1%	127,851	0.2%	Retail/Wholesale
UNH UnitedHealth Group	$12,453,603	$9,551,641 ▲	329.1%	39,919	0.2%	Medical
NXST Nexstar Media Group	$12,216,284	$2,072,107 ▲	20.4%	70,635	0.2%	Consumer Discretionary
XSD SPDR S&P Semiconductor ETF	$12,214,417	$2,844,422 ▼	-18.9%	47,618	0.2%	ETF
MGK Vanguard Mega Cap Growth ETF	$11,793,790	$877,330 ▲	8.0%	32,209	0.2%	ETF
CI Cigna Group	$11,752,663	$311,073 ▼	-2.6%	35,552	0.2%	Medical
VYM Vanguard High Dividend Yield ETF	$11,502,825	$2,460,378 ▲	27.2%	86,286	0.2%	ETF
AMGN Amgen	$11,238,582	$372,469 ▼	-3.2%	40,251	0.2%	Medical
ABT Abbott Laboratories	$11,122,858	$15,777 ▲	0.1%	81,780	0.2%	Medical
EMR Emerson Electric	$10,929,864	$7,348,619 ▲	205.2%	81,976	0.2%	Industrials
UCON First Trust TCW Unconstrained Plus Bond ETF	$10,755,546	$93,114 ▼	-0.9%	432,123	0.2%	ETF
CMCSA Comcast	$10,727,717	$3,069 ▼	0.0%	300,580	0.2%	Consumer Discretionary
ADI Analog Devices	$10,620,968	$34,989 ▲	0.3%	44,622	0.2%	Computer and Technology
OMFL Invesco Russell 1000 Dynamic Multifactor ETF	$10,552,470	$7,120,803 ▲	207.5%	182,632	0.2%	ETF
DG Dollar General	$10,544,182	$3,776,694 ▼	-26.4%	92,186	0.2%	Retail/Wholesale
FDT First Trust Developed Markets ex-US AlphaDEX Fund	$10,539,435	$484,482 ▼	-4.4%	153,279	0.2%	Manufacturing
PEJ Invesco Leisure and Entertainment ETF	$10,405,675	$2,462,967 ▼	-19.1%	182,877	0.2%	ETF
NEE NextEra Energy	$10,344,541	$255,743 ▲	2.5%	149,014	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

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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

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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