Kingsview Wealth Management, LLC Top Holdings and 13F Report (2025) About Kingsview Wealth Management, LLCInvestment ActivityKingsview 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 $175,002,863Apple $159,077,810iShares 0-3 Month Treasury Bond ETF $129,236,213iShares Core U.S. Aggregate Bond ETF $126,168,949Monarch Ambassador Income Index ETF $122,620,827 Largest New Holdings this Quarter H11356104 - BUNGE GLOBAL SA $9,180,416 Holding23331A109 - D.R. Horton $8,873,427 Holding33738D788 - FIRST TR EXCHANGE-TRADED FD $7,607,616 Holding278642103 - eBay $3,463,577 Holding146229109 - 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 TimeMap of 500 Largest Holdings ofKingsview Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMPROMonarch ProCap Index ETF$175,002,863$312,424 ▲0.2%6,059,6563.3%ETFAAPLApple$159,077,810$30,909,627 ▲24.1%716,1473.0%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$129,236,213$109,887,037 ▲567.9%1,283,7612.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$126,168,949$1,106,519 ▼-0.9%1,275,4652.4%FinanceMAMBMonarch Ambassador Income Index ETF$122,620,827$10,660,734 ▲9.5%5,378,1062.3%ETFNVDANVIDIA$107,001,926$7,259,941 ▲7.3%987,2852.0%Computer and TechnologyNORTHERN LTS FD TR IV$103,371,141$1,488,888 ▼-1.4%3,811,6201.9%MONARCH SEL SUBSSPYGSPDR Portfolio S&P 500 Growth ETF$102,836,937$278,402 ▼-0.3%1,279,5441.9%ETFAMZNAmazon.com$100,192,371$5,893,680 ▲6.3%526,6081.9%Retail/WholesaleMBCCMonarch Blue Chips Core Index ETF$93,821,681$7,955,484 ▼-7.8%2,803,9951.8%ETFNORTHERN LTS FD TR IV$81,802,143$27,006,271 ▲49.3%3,248,6691.5%MONARCH VOL FACTMSFTMicrosoft$80,741,405$928,714 ▲1.2%215,0871.5%Computer and TechnologySPTISPDR Portfolio Intermediate Term Treasury ETF$77,768,533$4,585,004 ▼-5.6%2,721,0821.5%ETFNORTHERN LTS FD TR IV$68,335,074$18,357,449 ▲36.7%2,665,1741.3%MONARCH VOL FACTLLYEli Lilly and Company$57,355,125$4,625,080 ▲8.8%69,4451.1%MedicalNORTHERN LTS FD TR IV$55,641,436$4,847,246 ▼-8.0%2,119,6741.0%MONARCH DIVID PLMETAMeta Platforms$54,453,626$30,233,123 ▲124.8%94,4781.0%Computer and TechnologyORCLOracle$53,197,215$6,966,602 ▲15.1%380,4961.0%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$52,460,297$3,680,007 ▼-6.6%2,054,0451.0%ETFGEGE Aerospace$50,081,122$3,593,092 ▲7.7%250,2180.9%IndustrialsVOOVanguard S&P 500 ETF$49,725,358$2,910,269 ▲6.2%96,7590.9%ETFNFLXNetflix$49,080,919$3,672,303 ▲8.1%52,6320.9%Consumer DiscretionarySFLRInnovator Equity Managed Floor ETF$49,022,642$37,988,398 ▲344.3%1,561,7280.9%ETFMAMastercard$46,693,447$4,936,390 ▲11.8%85,1880.9%Business ServicesQQQInvesco QQQ$46,304,516$325,900 ▲0.7%98,7470.9%FinanceXLKTechnology Select Sector SPDR Fund$44,860,292$534,990 ▲1.2%217,2620.8%ETFDHRDanaher$42,713,669$34,350,680 ▲410.7%208,3590.8%MedicalCRMSalesforce$40,915,918$4,924,391 ▲13.7%152,4670.8%Computer and TechnologyINNOVATOR ETFS TRUST$36,850,888$36,401,143 ▲8,093.7%1,356,3080.7%EQUITY DEFINED PSPGSimon Property Group$36,742,158$36,494,699 ▲14,747.8%221,2320.7%FinanceXLCCommunication Services Select Sector SPDR Fund$36,643,856$1,612,258 ▼-4.2%379,9260.7%ETFJPMJPMorgan Chase & Co.$30,459,620$440,313 ▲1.5%124,1730.6%FinanceMBBiShares MBS ETF$26,876,311$2,722,996 ▲11.3%286,5890.5%ETFXLVHealth Care Select Sector SPDR Fund$26,806,650$1,530,912 ▼-5.4%183,5950.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$24,930,924$1,976,531 ▲8.6%229,3760.5%FinanceFTSMFirst Trust Enhanced Short Maturity ETF$24,750,728$2,760,300 ▼-10.0%413,6150.5%ManufacturingHDHome Depot$24,058,087$5,231,246 ▼-17.9%65,6450.5%Retail/WholesaleBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$23,914,107$47,935,529 ▼-66.7%542,3930.5%ETFSPYSPDR S&P 500 ETF Trust$23,265,723$327,245 ▲1.4%41,5910.4%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$23,040,172$1,339,866 ▲6.2%338,7760.4%ETFBRK.BBerkshire Hathaway$22,808,446$1,955,649 ▼-7.9%42,8260.4%FinanceIEFiShares 7-10 Year Treasury Bond ETF$21,938,526$3,030,667 ▲16.0%230,0360.4%ETFGOOGLAlphabet$21,661,905$678,249 ▲3.2%140,0800.4%Computer and TechnologyIAUiShares Gold Trust$21,255,198$48,701 ▲0.2%360,5020.4%FinanceVVisa$21,115,371$30,815,475 ▼-59.3%60,2500.4%Business ServicesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$20,424,175$8,521,730 ▲71.6%222,6550.4%ETFCOSTCostco Wholesale$19,798,565$31,331,177 ▼-61.3%20,9340.4%Retail/WholesaleAVGOBroadcom$19,008,545$289,487 ▲1.5%113,5310.4%Computer and TechnologyMCDMcDonald's$18,813,595$623,798 ▲3.4%60,2290.4%Retail/WholesaleMRKMerck & Co., Inc.$18,261,942$753,715 ▲4.3%203,4530.3%MedicalQQQMInvesco NASDAQ 100 ETF$17,484,236$10,975,058 ▲168.6%90,5830.3%ETFCVXChevron$17,321,956$257,795 ▼-1.5%103,5440.3%EnergyJEPIJPMorgan Equity Premium Income ETF$17,244,996$4,788,724 ▲38.4%301,8030.3%ETFXOMExxon Mobil$16,925,290$300,893 ▼-1.7%142,3130.3%EnergyXLPConsumer Staples Select Sector SPDR Fund$16,658,419$4,460,986 ▼-21.1%203,9720.3%ETFVIGVanguard Dividend Appreciation ETF$16,536,805$130,943 ▲0.8%85,2460.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$16,208,425$1,185,022 ▲7.9%195,9200.3%ManufacturingFTCFirst Trust Large Cap Growth AlphaDEX Fund$15,744,533$2,396,087 ▼-13.2%119,8210.3%ETFFTAFirst Trust Large Cap Value AlphaDEX Fund$15,601,331$1,790,416 ▼-10.3%203,3540.3%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$14,804,031$118,279 ▲0.8%74,9720.3%FinanceXLREReal Estate Select Sector SPDR Fund$14,706,405$4,109,330 ▼-21.8%351,4080.3%ETFXLFFinancial Select Sector SPDR Fund$14,610,452$831,926 ▼-5.4%293,3240.3%ETFTAPMolson Coors Beverage$14,415,349$4,152,245 ▲40.5%236,8220.3%Consumer StaplesABBVAbbVie$14,391,759$18,228 ▲0.1%68,6890.3%MedicalIBMInternational Business Machines$14,246,971$7,215,365 ▲102.6%57,2950.3%Computer and TechnologyGLDSPDR Gold Shares$14,104,453$2,913,672 ▲26.0%48,9500.3%FinanceBLACKROCK INC$13,962,519$6,749,371 ▲93.6%14,7520.3%COMPGProcter & Gamble$13,932,409$214,901 ▲1.6%81,7530.3%Consumer StaplesSCHDSchwab US Dividend Equity ETF$13,749,300$1,932,819 ▲16.4%491,7490.3%ETFGOOGAlphabet$13,402,695$140,607 ▲1.1%85,7880.3%Computer and TechnologyTXNTexas Instruments$13,352,765$889,513 ▲7.1%74,3060.3%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$13,300,284$2,707,153 ▼-16.9%109,0100.3%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$13,281,480$139,453 ▲1.1%441,2450.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$13,253,107$160,615 ▲1.2%259,5090.2%ETFAMGNAmgen$12,955,745$2,181,151 ▼-14.4%41,5850.2%MedicalIVViShares Core S&P 500 ETF$12,796,805$3,863,091 ▼-23.2%22,7740.2%ETFJNJJohnson & Johnson$12,599,847$11,009,941 ▼-46.6%75,9760.2%MedicalXARSPDR S&P Aerospace & Defense ETF$12,452,817$212,111 ▲1.7%77,4960.2%ETFPEPPepsiCo$12,322,818$363,155 ▼-2.9%82,1850.2%Consumer StaplesTSLATesla$12,318,877$380,187 ▼-3.0%47,5340.2%Auto/Tires/TrucksLOWLowe's Companies$12,261,719$2,380,090 ▲24.1%52,5740.2%Retail/WholesaleACNAccenture$12,176,165$8,835,450 ▲264.5%39,0210.2%Computer and TechnologyKBWPInvesco KBW Property & Casualty Insurance ETF$12,048,245$46,223 ▼-0.4%96,7030.2%ETFIPGInterpublic Group of Companies$12,017,390$3,253,826 ▲37.1%442,4660.2%Business ServicesCIThe Cigna Group$12,006,038$472,767 ▲4.1%36,4930.2%MedicalIHFiShares U.S. Healthcare Providers ETF$11,833,566$253,017 ▼-2.1%224,1210.2%ETFKIESPDR S&P Insurance ETF$11,788,385$280,556 ▼-2.3%194,7530.2%ETFXSDSPDR S&P Semiconductor ETF$11,786,688$1,155,640 ▲10.9%58,7070.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$11,587,748$1,029,846 ▲9.8%462,7690.2%ETFIHIiShares U.S. Medical Devices ETF$11,478,264$961,653 ▼-7.7%190,7010.2%ETFVUGVanguard Growth ETF$11,450,705$562,542 ▼-4.7%30,8790.2%ETFXPHSPDR S&P Pharmaceuticals ETF$11,416,143$185,931 ▼-1.6%260,6430.2%ETFJPIEJPMorgan Income ETF$11,323,674$9,621,297 ▲565.2%245,7930.2%ETFXLIIndustrial Select Sector SPDR Fund$11,314,150$179,436 ▲1.6%86,3210.2%ETFCMCSAComcast$11,094,584$1,437,736 ▼-11.5%300,6660.2%Consumer DiscretionaryKRKroger$11,061,629$1,564,384 ▼-12.4%163,4160.2%Retail/WholesaleBALTInnovator Defined Wealth Shield ETF$11,028,595$5,480,925 ▲98.8%351,4530.2%ETFTGTTarget$11,021,018$265,596 ▼-2.4%105,6060.2%Retail/WholesaleDGDollar General$11,009,296$555,982 ▲5.3%125,2050.2%Retail/WholesalePEJInvesco Leisure and Entertainment ETF$11,002,808$292,532 ▲2.7%226,1630.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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