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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 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

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

Map of 500 Largest Holdings ofKingsview Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
MPRO
Monarch ProCap Index ETF
$175,002,863$312,424 0.2%6,059,6563.3%ETF
Apple Inc. stock logo
AAPL
Apple
$159,077,810$30,909,627 24.1%716,1473.0%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$129,236,213$109,887,037 567.9%1,283,7612.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$126,168,949$1,106,519 -0.9%1,275,4652.4%Finance
MAMB
Monarch Ambassador Income Index ETF
$122,620,827$10,660,734 9.5%5,378,1062.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$107,001,926$7,259,941 7.3%987,2852.0%Computer and Technology
NORTHERN LTS FD TR IV
$103,371,141$1,488,888 -1.4%3,811,6201.9%MONARCH SEL SUBS
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$102,836,937$278,402 -0.3%1,279,5441.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$100,192,371$5,893,680 6.3%526,6081.9%Retail/Wholesale
Monarch Blue Chips Core Index ETF stock logo
MBCC
Monarch Blue Chips Core Index ETF
$93,821,681$7,955,484 -7.8%2,803,9951.8%ETF
NORTHERN LTS FD TR IV
$81,802,143$27,006,271 49.3%3,248,6691.5%MONARCH VOL FACT
Microsoft Co. stock logo
MSFT
Microsoft
$80,741,405$928,714 1.2%215,0871.5%Computer and Technology
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$77,768,533$4,585,004 -5.6%2,721,0821.5%ETF
NORTHERN LTS FD TR IV
$68,335,074$18,357,449 36.7%2,665,1741.3%MONARCH VOL FACT
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$57,355,125$4,625,080 8.8%69,4451.1%Medical
NORTHERN LTS FD TR IV
$55,641,436$4,847,246 -8.0%2,119,6741.0%MONARCH DIVID PL
Meta Platforms, Inc. stock logo
META
Meta Platforms
$54,453,626$30,233,123 124.8%94,4781.0%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$53,197,215$6,966,602 15.1%380,4961.0%Computer and Technology
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$52,460,297$3,680,007 -6.6%2,054,0451.0%ETF
GE Aerospace stock logo
GE
GE Aerospace
$50,081,122$3,593,092 7.7%250,2180.9%Industrials
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$49,725,358$2,910,269 6.2%96,7590.9%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$49,080,919$3,672,303 8.1%52,6320.9%Consumer Discretionary
SFLR
Innovator Equity Managed Floor ETF
$49,022,642$37,988,398 344.3%1,561,7280.9%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$46,693,447$4,936,390 11.8%85,1880.9%Business Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$46,304,516$325,900 0.7%98,7470.9%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$44,860,292$534,990 1.2%217,2620.8%ETF
Danaher Co. stock logo
DHR
Danaher
$42,713,669$34,350,680 410.7%208,3590.8%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$40,915,918$4,924,391 13.7%152,4670.8%Computer and Technology
INNOVATOR ETFS TRUST
$36,850,888$36,401,143 8,093.7%1,356,3080.7%EQUITY DEFINED P
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$36,742,158$36,494,699 14,747.8%221,2320.7%Finance
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$36,643,856$1,612,258 -4.2%379,9260.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$30,459,620$440,313 1.5%124,1730.6%Finance
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$26,876,311$2,722,996 11.3%286,5890.5%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$26,806,650$1,530,912 -5.4%183,5950.5%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$24,930,924$1,976,531 8.6%229,3760.5%Finance
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$24,750,728$2,760,300 -10.0%413,6150.5%Manufacturing
The Home Depot, Inc. stock logo
HD
Home Depot
$24,058,087$5,231,246 -17.9%65,6450.5%Retail/Wholesale
BUFF
Innovator Laddered Fund of U.S. Equity Power Buffer ETFs
$23,914,107$47,935,529 -66.7%542,3930.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$23,265,723$327,245 1.4%41,5910.4%Finance
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$23,040,172$1,339,866 6.2%338,7760.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$22,808,446$1,955,649 -7.9%42,8260.4%Finance
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$21,938,526$3,030,667 16.0%230,0360.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$21,661,905$678,249 3.2%140,0800.4%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$21,255,198$48,701 0.2%360,5020.4%Finance
Visa Inc. stock logo
V
Visa
$21,115,371$30,815,475 -59.3%60,2500.4%Business Services
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$20,424,175$8,521,730 71.6%222,6550.4%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$19,798,565$31,331,177 -61.3%20,9340.4%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$19,008,545$289,487 1.5%113,5310.4%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$18,813,595$623,798 3.4%60,2290.4%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$18,261,942$753,715 4.3%203,4530.3%Medical
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$17,484,236$10,975,058 168.6%90,5830.3%ETF
Chevron Co. stock logo
CVX
Chevron
$17,321,956$257,795 -1.5%103,5440.3%Energy
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$17,244,996$4,788,724 38.4%301,8030.3%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$16,925,290$300,893 -1.7%142,3130.3%Energy
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$16,658,419$4,460,986 -21.1%203,9720.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$16,536,805$130,943 0.8%85,2460.3%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$16,208,425$1,185,022 7.9%195,9200.3%Manufacturing
First Trust Large Cap Growth AlphaDEX Fund stock logo
FTC
First Trust Large Cap Growth AlphaDEX Fund
$15,744,533$2,396,087 -13.2%119,8210.3%ETF
First Trust Large Cap Value AlphaDEX Fund stock logo
FTA
First Trust Large Cap Value AlphaDEX Fund
$15,601,331$1,790,416 -10.3%203,3540.3%Manufacturing
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$14,804,031$118,279 0.8%74,9720.3%Finance
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$14,706,405$4,109,330 -21.8%351,4080.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$14,610,452$831,926 -5.4%293,3240.3%ETF
Molson Coors Beverage stock logo
TAP
Molson Coors Beverage
$14,415,349$4,152,245 40.5%236,8220.3%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$14,391,759$18,228 0.1%68,6890.3%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$14,246,971$7,215,365 102.6%57,2950.3%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$14,104,453$2,913,672 26.0%48,9500.3%Finance
BLACKROCK INC
$13,962,519$6,749,371 93.6%14,7520.3%COM
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$13,932,409$214,901 1.6%81,7530.3%Consumer Staples
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$13,749,300$1,932,819 16.4%491,7490.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$13,402,695$140,607 1.1%85,7880.3%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$13,352,765$889,513 7.1%74,3060.3%Computer and Technology
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$13,300,284$2,707,153 -16.9%109,0100.3%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$13,281,480$139,453 1.1%441,2450.3%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$13,253,107$160,615 1.2%259,5090.2%ETF
Amgen Inc. stock logo
AMGN
Amgen
$12,955,745$2,181,151 -14.4%41,5850.2%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$12,796,805$3,863,091 -23.2%22,7740.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$12,599,847$11,009,941 -46.6%75,9760.2%Medical
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$12,452,817$212,111 1.7%77,4960.2%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$12,322,818$363,155 -2.9%82,1850.2%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$12,318,877$380,187 -3.0%47,5340.2%Auto/Tires/Trucks
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$12,261,719$2,380,090 24.1%52,5740.2%Retail/Wholesale
Accenture plc stock logo
ACN
Accenture
$12,176,165$8,835,450 264.5%39,0210.2%Computer and Technology
Invesco KBW Property & Casualty Insurance ETF stock logo
KBWP
Invesco KBW Property & Casualty Insurance ETF
$12,048,245$46,223 -0.4%96,7030.2%ETF
The Interpublic Group of Companies, Inc. stock logo
IPG
Interpublic Group of Companies
$12,017,390$3,253,826 37.1%442,4660.2%Business Services
The Cigna Group stock logo
CI
The Cigna Group
$12,006,038$472,767 4.1%36,4930.2%Medical
iShares U.S. Healthcare Providers ETF stock logo
IHF
iShares U.S. Healthcare Providers ETF
$11,833,566$253,017 -2.1%224,1210.2%ETF
SPDR S&P Insurance ETF stock logo
KIE
SPDR S&P Insurance ETF
$11,788,385$280,556 -2.3%194,7530.2%ETF
SPDR S&P Semiconductor ETF stock logo
XSD
SPDR S&P Semiconductor ETF
$11,786,688$1,155,640 10.9%58,7070.2%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$11,587,748$1,029,846 9.8%462,7690.2%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$11,478,264$961,653 -7.7%190,7010.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$11,450,705$562,542 -4.7%30,8790.2%ETF
XPH
SPDR S&P Pharmaceuticals ETF
$11,416,143$185,931 -1.6%260,6430.2%ETF
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$11,323,674$9,621,297 565.2%245,7930.2%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$11,314,150$179,436 1.6%86,3210.2%ETF
Comcast Co. stock logo
CMCSA
Comcast
$11,094,584$1,437,736 -11.5%300,6660.2%Consumer Discretionary
The Kroger Co. stock logo
KR
Kroger
$11,061,629$1,564,384 -12.4%163,4160.2%Retail/Wholesale
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$11,028,595$5,480,925 98.8%351,4530.2%ETF
Target Co. stock logo
TGT
Target
$11,021,018$265,596 -2.4%105,6060.2%Retail/Wholesale
Dollar General Co. stock logo
DG
Dollar General
$11,009,296$555,982 5.3%125,2050.2%Retail/Wholesale
Invesco Leisure and Entertainment ETF stock logo
PEJ
Invesco Leisure and Entertainment ETF
$11,002,808$292,532 2.7%226,1630.2%ETF

Showing largest 100 holdings. View all holdings.
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