Kingsview Wealth Management, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Kingsview Wealth Management, LLC

CIK Number: 0001791965

5.91B
Market Value
1,032
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 2, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MPRO Monarch ProCap ...
30.83
+0.91% 6.06M +0.18% 175M 26.67 3.30% Share
2 AAPL Apple Inc.
230.03
+1.43% 716.15K +24.12% 159.08M 121.32 3.00% Share
3 SGOV iShares 0-3 Mon...
100.50
+0.02% 1.28M +567.92% 129.24M 100.62 2.43% Share
4 AGG iShares Core U....
100.63
+0.19% 1.28M -0.87% 126.17M 98.95 2.38% Share
5 MAMB Monarch Ambassa...
23.80
+0.17% 5.38M +9.52% 122.62M 22.78 2.31% Share
6 NVDA NVIDIA Corporat...
177.06
-0.15% 987.28K +7.28% 107M 36.69 2.02% Share
7 SPYG SPDR Portfolio ...
102.90
+0.48% 1.28M -0.27% 102.84M 77.79 1.94% Share
8 AMZN Amazon.com, Inc...
229.95
-0.16% 526.61K +6.25% 100.19M 129.8 1.89% Share
9 MBCC Monarch Blue Ch...
37.09
+0.25% 2.8M -7.82% 93.82M 28.37 1.77% Share
10 MSFT Microsoft Corpo...
501.01
+0.13% 215.09K +1.16% 80.74M 194.52 1.52% Share
11 SPTI SPDR Portfolio ...
29.04
+0.02% 2.72M -5.57% 77.77M 28.01 1.47% Share
12 LLY Eli Lilly and C...
755.95
+0.18% 69.44K +8.77% 57.36M 480.03 1.08% Share
13 META Meta Platforms,...
750.90
-0.14% 94.48K +124.82% 54.45M 474.07 1.03% Share
14 ORCL Oracle Corporat...
307.79
-6.26% 380.5K +15.07% 53.2M 102.27 1.00% Share
15 SPAB SPDR Portfolio ...
25.95
+0.21% 2.05M -6.55% 52.46M 24.99 0.99% Share
16 GE GE Aerospace
281.46
-0.69% 250.22K +7.73% 50.08M 112.79 0.94% Share
17 VOO Vanguard S&P 50...
604.58
+0.82% 96.76K +6.22% 49.73M 443.29 0.94% Share
18 NFLX Netflix, Inc.
1203.50
-3.54% 52.63K +8.09% 49.08M 508.8 0.92% Share
19 SFLR Innovator Equit...
35.60
+0.37% 1.56M +344.28% 49.02M 31.43 0.92% Share
20 MA Mastercard Inco...
588.73
+1.61% 85.19K +11.82% 46.69M 410.6 0.88% Share
21 QQQ Invesco QQQ Tru...
584.09
+0.58% 98.75K +0.71% 46.3M 275.47 0.87% Share
22 XLK Technology Sele...
270.91
+0.28% 217.26K +1.21% 44.86M 164.93 0.85% Share
23 DHR Danaher Corpora...
195.17
+1.34% 208.36K +410.75% 42.71M 210.1 0.80% Share
24 CRM Salesforce, Inc...
246.23
+1.51% 152.47K +13.68% 40.92M 222.28 0.77% Share
25 JAJL Innovator Equit...
28.57
+0.12% 1.36M +8.09K% 36.85M 27.16 0.69% Share
26 SPG Simon Property ...
183.93
+2.62% 221.23K +14.75K% 36.74M 165.95 0.69% Share
27 XLC Communication S...
116.38
+1.54% 379.93K -4.21% 36.64M 94.18 0.69% Share
28 JPM JPMorgan Chase ...
305.50
+1.65% 124.17K +1.47% 30.46M 130.78 0.57% Share
29 MBB iShares MBS ETF
95.46
+0.18% 286.59K +11.27% 26.88M 94.48 0.51% Share
30 XLV Health Care Sel...
139.68
+1.71% 183.59K -5.4% 26.81M 137.32 0.51% Share
31 LQD iShares iBoxx $...
112.20
+0.46% 229.38K +8.61% 24.93M 113.91 0.47% Share
32 FTSM First Trust Enh...
60.03
+0.03% 413.62K -10.03% 24.75M 59.72 0.47% Share
33 HD The Home Depot,...
423.33
+2.44% 65.64K -17.86% 24.06M 301.52 0.45% Share
34 BUFF Innovator Ladde...
48.59
+0.19% 542.39K -66.72% 23.91M 43.27 0.45% Share
35 SPY SPDR S&P 500 ET...
657.61
+0.83% 41.59K +1.43% 23.27M 468.14 0.44% Share
36 SPTM SPDR Portfolio ...
79.80
+0.91% 338.78K +6.17% 23.04M 71.14 0.43% Share
37 BRK-B Berkshire Hatha...
496.91
+1.39% 42.83K -7.9% 22.81M 338.24 0.43% Share
38 IEF iShares 7-10 Ye...
97.26
+0.15% 230.04K +16.03% 21.94M 101.29 0.41% Share
39 GOOGL Alphabet Inc.
240.37
+0.50% 140.08K +3.23% 21.66M 119.62 0.41% Share
40 IAU iShares Gold Tr...
68.53
-0.17% 360.5K +0.23% 21.26M 41.58 0.40% Share
41 V Visa Inc.
343.48
+1.59% 60.25K -59.34% 21.12M 229.79 0.40% Share
42 BIL SPDR Bloomberg ...
91.57
+0.01% 222.66K +71.60% 20.42M 91.62 0.38% Share
43 COST Costco Wholesal...
964.32
+0.84% 20.93K -61.28% 19.8M 663.49 0.37% Share
44 AVGO Broadcom Inc.
359.63
-2.69% 113.53K +1.55% 19.01M 88.55 0.36% Share
45 MCD McDonald's Corp...
308.37
+0.79% 60.23K +3.43% 18.81M 248.59 0.35% Share
46 MRK Merck & Co., In...
85.16
+1.34% 203.45K +4.30% 18.26M 105.13 0.34% Share
47 QQQM Invesco NASDAQ ...
240.45
+0.58% 90.58K +168.61% 17.48M 193.42 0.33% Share
48 CVX Chevron Corpora...
158.25
+0.29% 103.54K -1.47% 17.32M 126.46 0.33% Share
49 JEPI JPMorgan Equity...
57.24
+0.60% 301.8K +38.44% 17.24M 56.7 0.32% Share
50 XOM Exxon Mobil Cor...
112.14
-0.32% 142.31K -1.75% 16.93M 77.42 0.32% Share
51 XLP Consumer Staple...
80.58
+0.80% 203.97K -21.12% 16.66M 77.13 0.31% Share
52 VIG Vanguard Divide...
216.56
+0.90% 85.25K +0.80% 16.54M 137.02 0.31% Share
53 SHY iShares 1-3 Yea...
82.94
+0.04% 195.92K +7.89% 16.21M 81.94 0.31% Share
54 FTC First Trust Lar...
161.12
+0.95% 119.82K -13.21% 15.74M 101.07 0.30% Share
55 FTA First Trust Lar...
83.74
+1.40% 203.35K -10.29% 15.6M 65.47 0.29% Share
56 XLY Consumer Discre...
237.32
+1.91% 74.97K +0.81% 14.8M 216.05 0.28% Share
57 XLRE The Real Estate...
42.53
+1.61% 351.41K -21.84% 14.71M 41.63 0.28% Share
58 XLF Financial Selec...
54.04
+1.66% 293.32K -5.39% 14.61M 43.58 0.28% Share
59 TAP Molson Coors Be...
49.12
+0.14% 236.82K +40.46% 14.42M 54.51 0.27% Share
60 ABBV AbbVie Inc.
220.19
+4.04% 68.69K +0.13% 14.39M 128.95 0.27% Share
61 IBM International B...
256.95
+0.03% 57.3K +102.61% 14.25M 201.4 0.27% Share
62 GLD SPDR Gold Share...
334.70
-0.17% 48.95K +26.04% 14.1M 184.21 0.27% Share
63 BLK BlackRock, Inc.
1134.42
+2.86% 14.75K +93.57% 13.96M 987.1 0.26% Share
64 PG The Procter & G...
158.63
+0.81% 81.75K +1.57% 13.93M 145.57 0.26% Share
65 SCHD Schwab U.S. Div...
27.73
+0.82% 491.75K +16.36% 13.75M 25.94 0.26% Share
66 GOOG Alphabet Inc.
240.78
+0.51% 85.79K +1.06% 13.4M 111.9 0.25% Share
67 TXN Texas Instrumen...
184.35
+0.18% 74.31K +7.14% 13.35M 167.17 0.25% Share
68 ITOT iShares Core S&...
144.19
+0.91% 109.01K -16.91% 13.3M 102.46 0.25% Share
69 SPSB SPDR Portfolio ...
30.26
+0.10% 441.25K +1.06% 13.28M 30.67 0.25% Share
70 SPYV SPDR Portfolio ...
54.78
+1.21% 259.51K +1.23% 13.25M 36.52 0.25% Share
71 AMGN Amgen Inc.
282.73
+1.52% 41.59K -14.41% 12.96M 256.71 0.24% Share
72 IVV iShares Core S&...
660.91
+0.83% 22.77K -23.19% 12.8M 405 0.24% Share
73 JNJ Johnson & Johns...
178.50
+1.54% 75.98K -46.63% 12.6M 148.58 0.24% Share
74 XAR SPDR S&P Aerosp...
220.60
+0.97% 77.5K +1.73% 12.45M 146.55 0.23% Share
75 PEP PepsiCo, Inc.
144.23
+1.10% 82.19K -2.86% 12.32M 156.88 0.23% Share
76 TSLA Tesla, Inc.
368.81
+6.04% 47.53K -2.99% 12.32M 188.99 0.23% Share
77 LOW Lowe's Companie...
272.34
+2.17% 52.57K +24.09% 12.26M 165.76 0.23% Share
78 ACN Accenture plc
244.04
+0.38% 39.02K +264.48% 12.18M 311.18 0.23% Share
79 KBWP Invesco KBW Pro...
122.91
+1.83% 96.7K -0.38% 12.05M 108.14 0.23% Share
80 IPG The Interpublic...
26.68
+2.79% 442.47K +37.13% 12.02M 27.79 0.23% Share
81 CI The Cigna Group
305.70
+1.08% 36.49K +4.10% 12.01M 278.42 0.23% Share
82 IHF iShares U.S. He...
49.13
+2.11% 224.12K -2.09% 11.83M 50.93 0.22% Share
83 KIE SPDR S&P Insura...
59.33
+1.88% 194.75K -2.32% 11.79M 52.38 0.22% Share
84 XSD SPDR S&P Semico...
299.48
+0.88% 58.71K +10.87% 11.79M 239.69 0.22% Share
85 SCHG Schwab U.S. Lar...
31.32
+0.66% 462.77K +9.75% 11.59M 19.08 0.22% Share
86 IHI iShares U.S. Me...
61.77
+1.43% 190.7K -7.73% 11.48M 56.91 0.22% Share
87 VUG Vanguard Growth...
469.69
+0.53% 30.88K -4.68% 11.45M 279.04 0.22% Share
88 XPH SPDR S&P Pharma...
47.60
+0.61% 260.64K -1.6% 11.42M 42.99 0.22% Share
89 JPIE JPMorgan Income...
46.51
+0.03% 245.79K +565.17% 11.32M 46 0.21% Share
90 XLI Industrial Sele...
152.78
+0.94% 86.32K +1.61% 11.31M 126.03 0.21% Share
91 CMCSA Comcast Corpora...
33.40
-0.24% 300.67K -11.47% 11.09M 41.98 0.21% Share
92 KR The Kroger Co.
67.20
+0.25% 163.42K -12.39% 11.06M 47.88 0.21% Share
93 BALT Innovator Defin...
32.70
+0.18% 351.45K +98.80% 11.03M 30.91 0.21% Share
94 TGT Target Corporat...
91.51
+0.80% 105.61K -2.35% 11.02M 137.66 0.21% Share
95 DG Dollar General ...
105.41
-1% 125.2K +5.32% 11.01M 84.46 0.21% Share
96 PEJ Invesco Dynamic...
61.85
+3.53% 226.16K +2.73% 11M 52.11 0.21% Share
97 RGLD Royal Gold, Inc...
189.19
+1.62% 66.79K -5.91% 10.92M 123.88 0.21% Share
98 XSW SPDR S&P Softwa...
195.48
+1.78% 68.04K +13.20% 10.88M 185.57 0.20% Share
99 ABT Abbott Laborato...
132.65
+2.54% 81.66K +1.96% 10.83M 84.34 0.20% Share
100 UCON First Trust TCW...
25.24
+0.16% 435.86K +182.29% 10.79M 24.71 0.20% Share
101 TMO Thermo Fisher S...
491.20
+3.08% 21.54K +6.10% 10.72M 502.65 0.20% Share
102 ELV Elevance Health...
314.81
+2.63% 24.53K +4.39% 10.67M 429.11 0.20% Share
103 NXST Nexstar Media G...
206.22
+4.49% 58.65K +5.10% 10.51M 169.11 0.20% Share
104 SPGI S&P Global Inc.
550.79
+2.02% 20.63K -0.49% 10.48M 352.35 0.20% Share
105 NEE NextEra Energy,...
71.40
+0.51% 145.33K -35.88% 10.3M 69.77 0.19% Share
106 AMT American Tower ...
196.54
+1.43% 47.29K -72.33% 10.29M 201.72 0.19% Share
107 SSNC SS&C Technologi...
90.09
+1.84% 120.88K -29% 10.1M 60.81 0.19% Share
108 SJM The J. M. Smuck...
110.85
+0.75% 85.2K +6.35% 10.09M 120.05 0.19% Share
109 G Genpact Limited
43.31
+0.72% 199.66K -24.21% 10.06M 35.46 0.19% Share
110 WTW Willis Towers W...
340.45
+3.10% 29.14K -12.13% 9.85M 263.7 0.19% Share
111 TLT iShares 20+ Yea...
90.31
+0.64% 107.16K +7.39% 9.75M 99.73 0.18% Share
112 LMBS First Trust Low...
49.86
+0.01% 198.21K -13.3% 9.74M 48.73 0.18% Share
113 PAYX Paychex, Inc.
135.46
+1.80% 63.14K -1.17% 9.74M 88.66 0.18% Share
114 OVV Ovintiv Inc.
42.37
-1.17% 226.48K -0.51% 9.69M 48.09 0.18% Share
115 CAG Conagra Brands,...
19.44
+0.41% 363.1K +6.51% 9.68M 28.19 0.18% Share
116 GPC Genuine Parts C...
142.75
+2.34% 80.71K -1.27% 9.62M 117.35 0.18% Share
117 FDT First Trust Dev...
75.74
+1.33% 160.32K -12.3% 9.34M 51.19 0.18% Share
118 ALSN Allison Transmi...
90.53
+2.20% 96.65K -6.19% 9.25M 47.91 0.17% Share
119 DGRO iShares Core Di...
68.03
+1.04% 149.15K +1.68% 9.21M 52.16 0.17% Share
120 MGK Vanguard Mega C...
392.52
+0.48% 29.81K +2.04% 9.21M 233.87 0.17% Share
121 BG Bunge Global S....
81.96
-0.46% 120.13K +100.00% 9.18M 76.42 0.17% Share
122 MKTX MarketAxess Hol...
188.46
+2.07% 42.39K +14.65% 9.17M 215.5 0.17% Share
123 PHM PulteGroup, Inc...
138.59
+2.35% 89.19K +2.71K% 9.17M 102.96 0.17% Share
124 ADM Archer-Daniels-...
61.41
-0.02% 189.77K +376.81% 9.11M 50.24 0.17% Share
125 FANG Diamondback Ene...
138.42
-0.87% 56.77K +13.53% 9.08M 193.93 0.17% Share
126 ADI Analog Devices,...
248.24
+0.42% 44.48K +1.46% 8.97M 118.93 0.17% Share
127 IJR iShares Core S&...
120.07
+2.08% 85.62K +2.05% 8.95M 100.12 0.17% Share
128 AMCR Amcor plc
8.32
+1.15% 918.17K +10.92% 8.91M 9.44 0.17% Share
129 DHI D.R. Horton, In...
181.02
+2.78% 69.8K +100.00% 8.87M 127.13 0.17% Share
130 GPK Graphic Packagi...
21.07
+1.74% 341.24K -1.84% 8.86M 28.44 0.17% Share
131 TOL Toll Brothers, ...
146.99
+2.65% 83.87K +1.54K% 8.86M 107.03 0.17% Share
132 CTSH Cognizant Techn...
70.55
+2.01% 114.55K -13.01% 8.76M 68.86 0.17% Share
133 VYM Vanguard High D...
142.04
+0.90% 67.83K +11.05% 8.75M 117.48 0.16% Share
134 BAB Invesco Taxable...
27.37
+0.18% 327.57K +10.18% 8.74M 27.2 0.16% Share
135 VTV Vanguard Value ...
186.08
+1.23% 49.96K -9.99% 8.63M 147.64 0.16% Share
136 WMT Walmart Inc.
102.63
+2.21% 98.04K -2.12% 8.61M 58.16 0.16% Share
137 ADP Automatic Data ...
298.03
+1.93% 28.04K -1.33% 8.57M 181.76 0.16% Share
138 CWB SPDR Bloomberg ...
88.40
+0.89% 111.3K +13.88% 8.53M 77.74 0.16% Share
139 USFR WisdomTree Floa...
50.32
-0.02% 169.33K -0.74% 8.52M 50.31 0.16% Share
140 LMT Lockheed Martin...
470.72
+1.48% 18.62K -0.65% 8.32M 389.25 0.16% Share
141 ADBE Adobe Inc.
350.55
+0.11% 21.67K +16.34% 8.31M 448 0.16% Share
142 VO Vanguard Mid Ca...
293.64
+1.36% 31.98K -5.45% 8.27M 228.36 0.16% Share
143 MUB iShares Nationa...
106.47
+0.36% 78.3K +7.96% 8.26M 106.42 0.16% Share
144 ICLO Invesco Aaa Clo...
25.66
+0.04% 321.1K +45.68% 8.18M 25.58 0.15% Share
145 YEAR Ab Ultra Short ...
50.63
+0.01% 161.45K +5.59% 8.17M 50.22 0.15% Share
146 HON Honeywell Inter...
215.31
+1.71% 38.52K -0.96% 8.16M 187.1 0.15% Share
147 SPMB SPDR Portfolio ...
22.50
+0.24% 363.77K +0.64% 8.02M 24.38 0.15% Share
148 IJH iShares Core S&...
66.52
+1.68% 136.34K -5.95% 7.96M 50.26 0.15% Share
149 MDLZ Mondelez Intern...
62.05
-0.35% 115.15K +0.30% 7.81M 63.84 0.15% Share
150 FEX First Trust Lar...
117.02
+1.15% 76.14K -12.71% 7.8M 104.17 0.15% Share