Kingsview Wealth Management, LLC

CIK Number: 0001791965

5.31B
Market Value
1,046
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 MPRO Monarch ProCap ...
29.59
-0.5% 6.05M +25.13% 173.06M 26.66 3.37%
2 AAPL Apple Inc.
201.31
+0.50% 577K +5.03% 144.49M 97 2.81%
3 AGG iShares Core U....
98.77
-0.06% 1.29M +35.86% 124.68M 98.95 2.43%
4 NVDA NVIDIA Corporat...
154.01
+4.13% 920.3K +3.42% 123.59M 31.47 2.41%
5 SPYG SPDR Portfolio ...
93.28
+0.27% 1.28M +190.06% 112.78M 77.79 2.20%
6 MAMB Monarch Ambassa...
23.10
-0.22% 4.91M +26.04% 108.77M 22.77 2.12%
7 AMZN Amazon.com, Inc...
211.91
-0.4% 495.63K +3.89% 108.74M 126.02 2.12%
8 MBCC Monarch Blue Ch...
35.97
-0.27% 3.04M -2.3% 104.82M 28.37 2.04%
9 MSFT Microsoft Corpo...
491.88
+0.36% 212.61K +1.00% 89.62M 192.42 1.75%
10 SPTI SPDR Portfolio ...
28.68
+0.08% 2.88M +1.67K% 80.34M 28.01 1.56%
11 BUFF Innovator Ladde...
46.52
-0.05% 1.63M +200.40% 73.19M 43.27 1.43%
12 ORCL Oracle Corporat...
210.40
-2.26% 330.67K -4.07% 55.1M 96.62 1.07%
13 SPAB SPDR Portfolio ...
25.48
-0.02% 2.2M +100.00% 54.93M 24.99 1.07%
14 QQQ Invesco QQQ Tru...
540.70
+0.17% 98.05K -0.88% 50.13M 274.1 0.98%
15 XLK Technology Sele...
249.09
+0.75% 214.67K +22.90% 49.92M 164.42 0.97%
16 COST Costco Wholesal...
986.46
-1.54% 54.06K +6.14% 49.54M 663.49 0.96%
17 LLY Eli Lilly and C...
792.25
+1.82% 63.84K +16.76% 49.29M 449.7 0.96%
18 VOO Vanguard 500 In...
559.40
-0.01% 91.1K +2.79% 49.08M 438.9 0.96%
19 V Visa Inc.
345.83
-1.65% 148.18K +10.83% 46.83M 229.79 0.91%
20 CRM Salesforce, Inc...
268.02
-1.16% 134.12K +2.20% 44.84M 215.98 0.87%
21 NFLX Netflix, Inc.
1275.12
-0.31% 48.69K -8.45% 43.4M 474.53 0.85%
22 MA Mastercard Inco...
549.33
-1.47% 76.18K +10.47% 40.12M 394.34 0.78%
23 GE General Electri...
249.78
+0.41% 232.27K +10.19% 38.74M 106.04 0.75%
24 XLC Communication S...
105.17
-0.06% 396.64K +1.08K% 38.4M 94.18 0.75%
25 EMR Emerson Electri...
129.49
-0.95% 293.29K +1.18K% 36.35M 121.43 0.71%
26 AMT American Tower ...
220.12
-1.69% 170.91K +18.97% 31.35M 201.72 0.61%
27 HD The Home Depot,...
362.31
+0.53% 79.92K +24.91% 31.09M 301.52 0.61%
28 JPM JPMorgan Chase ...
284.09
+1.01% 122.38K +3.63% 29.34M 129.1 0.57%
29 FTSM First Trust Enh...
60.02
-0.02% 459.74K -9.03% 27.48M 59.72 0.54%
30 XLV Health Care Sel...
133.87
+0.07% 194.08K +6.61% 26.7M 137.32 0.52%
31 AVGO Broadcom Inc.
264.13
+0.14% 111.8K +14.24% 25.92M 87.33 0.50%
32 GOOGL Alphabet Inc.
170.64
+2.32% 135.69K +15.85% 25.69M 118.49 0.50%
33 META Meta Platforms,...
708.40
-0.53% 42.02K +0.62% 24.6M 346.4 0.48%
34 SPY SPDR S&P 500 ET...
606.75
0.00% 41.01K -5.39% 24.03M 466.84 0.47%
35 MBB iShares MBS ETF
93.50
-0.02% 257.55K +70.44% 23.61M 94.56 0.46%
36 SPTM SPDR Portfolio ...
73.55
-0.02% 319.07K +4.16K% 22.79M 71.34 0.44%
37 LQD iShares iBoxx $...
108.75
-0.16% 211.19K +85.31% 22.56M 114.36 0.44%
38 BRK-B Berkshire Hatha...
486.36
-1.44% 46.5K -20.62% 21.08M 338.24 0.41%
39 JNJ Johnson & Johns...
152.44
+0.16% 142.37K -6.5% 20.59M 148.58 0.40%
40 XLP Consumer Staple...
80.23
-1.35% 258.59K -20.91% 20.33M 77.13 0.40%
41 TSLA Tesla, Inc.
327.47
-3.82% 49K +11.85% 19.79M 188.99 0.39%
42 MRK Merck & Co., In...
79.77
-0.69% 195.06K -43.5% 19.4M 105.8 0.38%
43 SGOV iShares 0-3 Mon...
100.65
+0.02% 192.2K -4.81% 19.28M 100.34 0.38%
44 FTC First Trust Lar...
146.97
-0.67% 138.06K -11.76% 19.09M 101.07 0.37%
45 IEF iShares 7-10 Ye...
95.30
+0.04% 198.26K -15.89% 18.33M 102.24 0.36%
46 XLRE The Real Estate...
41.22
-2.47% 449.6K -38.95% 18.29M 41.63 0.36%
47 IAU iShares Gold Tr...
62.86
+0.28% 359.68K -23.46% 17.81M 41.54 0.35%
48 IVV iShares Core S&...
609.65
+0.02% 29.65K -28.99% 17.45M 405 0.34%
49 FTA First Trust Lar...
77.82
-0.7% 226.69K -7.44% 17.33M 65.47 0.34%
50 MCD McDonald's Corp...
285.73
-1.97% 58.23K +2.18% 16.88M 246.4 0.33%
51 ITOT iShares Core S&...
132.53
-0.14% 131.2K -87.69% 16.87M 102.46 0.33%
52 XLY Consumer Discre...
212.94
-1.23% 74.37K +682.79% 16.69M 216.2 0.33%
53 VIG Vanguard Divide...
202.25
-0.38% 84.57K -0.11% 16.56M 136.56 0.32%
54 NEE NextEra Energy,...
70.35
-1.47% 226.66K +54.48% 16.25M 69.77 0.32%
55 GOOG Alphabet Inc.
171.71
+2.37% 84.89K +1.07% 16.17M 111.43 0.31%
56 XOM Exxon Mobil Cor...
108.59
+0.24% 144.84K +8.73% 15.58M 77.42 0.30%
57 CVX Chevron Corpora...
143.49
-0.04% 105.08K -8.77% 15.22M 126.46 0.30%
58 XLF Financial Selec...
51.38
-0.39% 310.03K +156.95% 14.98M 43.58 0.29%
59 SHY iShares 1-3 Yea...
82.73
+0.02% 181.6K +159.42% 14.89M 81.87 0.29%
60 TGT Target Corporat...
96.83
-0.72% 108.15K +542.49% 14.62M 137.66 0.28%
61 PG The Procter & G...
159.05
-0.82% 80.49K +1.81% 13.49M 145.18 0.26%
62 VUG Vanguard Growth...
429.69
+0.31% 32.4K -5.44% 13.3M 279.04 0.26%
63 XSD SPDR S&P Semico...
254.10
+0.11% 52.95K +832.56% 13.16M 243.92 0.26%
64 SPYV SPDR Portfolio ...
51.59
-0.36% 256.36K +3.13% 13.11M 36.35 0.26%
65 SPSB SPDR Portfolio ...
30.13
-0.02% 436.61K -3.88% 13.04M 30.67 0.25%
66 TXN Texas Instrumen...
205.30
-0.25% 69.36K +3.69% 13M 166.28 0.25%
67 SSNC SS&C Technologi...
80.52
-1.12% 170.25K +32.38% 12.9M 60.81 0.25%
68 PEP PepsiCo, Inc.
128.01
-2.32% 84.61K -0.45% 12.87M 156.88 0.25%
69 CMCSA Comcast Corpora...
34.83
-1.09% 339.63K +5.77% 12.75M 41.98 0.25%
70 AMGN Amgen Inc.
280.20
+0.98% 48.59K +7.32% 12.66M 256.71 0.25%
71 XAR SPDR S&P Aerosp...
201.59
+0.35% 76.18K +51.25% 12.63M 146.31 0.25%
72 JEPI JPMorgan Equity...
56.34
-0.42% 218K +11.81% 12.54M 56.53 0.24%
73 ABBV AbbVie Inc.
185.58
+0.02% 68.6K -7.42% 12.19M 128.85 0.24%
74 IHI iShares U.S. Me...
61.77
-0.19% 206.68K +71.71% 12.06M 56.91 0.23%
75 BIL SPDR Bloomberg ...
91.68
+0.02% 129.75K +5.02% 11.86M 91.53 0.23%
76 SCHG Schwab U.S. Lar...
28.60
+0.21% 421.64K +363.57% 11.75M 18.5 0.23%
77 SCHD Schwab U.S. Div...
26.22
-1.95% 422.62K +305.82% 11.55M 25.61 0.22%
78 PEJ Invesco Dynamic...
55.19
-0.92% 220.15K +100.00% 11.49M 52.2 0.22%
79 SFLR Innovator Equit...
33.39
+0.24% 351.52K +104.47% 11.48M 31.55 0.22%
80 KR The Kroger Co.
72.24
-1.61% 186.53K +9.66% 11.41M 47.88 0.22%
81 XPH SPDR S&P Pharma...
41.06
-1.06% 264.89K +100.00% 11.39M 42.99 0.22%
82 XSW SPDR S&P Softwa...
183.59
-1.09% 60.11K +100.00% 11.36M 188.96 0.22%
83 G Genpact Limited
41.70
-1.17% 263.43K +2.02% 11.31M 35.46 0.22%
84 KIE SPDR S&P Insura...
58.10
-2.33% 199.39K +65.64% 11.27M 52.38 0.22%
85 KBWP Invesco KBW Pro...
119.58
-2.2% 97.07K +65.83% 11.27M 108.14 0.22%
86 XLI Industrial Sele...
143.78
-0.88% 84.95K +401.84% 11.19M 125.95 0.22%
87 ALSN Allison Transmi...
92.89
-0.58% 103.02K -11.19% 11.13M 47.91 0.22%
88 LMBS First Trust Low...
49.33
+0.06% 228.62K -10.43% 11.13M 48.73 0.22%
89 IHF iShares U.S. He...
47.28
-0.94% 228.91K +95.70% 10.99M 50.93 0.21%
90 TMO Thermo Fisher S...
410.25
+1.45% 20.3K +9.11% 10.56M 502.95 0.21%
91 LOW Lowe's Companie...
220.84
+0.39% 42.37K +11.02% 10.46M 149.5 0.20%
92 WTW Willis Towers W...
299.01
-1.11% 33.16K +7.10% 10.39M 263.7 0.20%
93 SPGI S&P Global Inc.
520.89
-0.4% 20.74K +0.01% 10.33M 352.35 0.20%
94 HSY The Hershey Com...
167.76
-2.49% 60.41K +641.10% 10.23M 169.58 0.20%
95 CTSH Cognizant Techn...
76.95
-0.82% 131.68K +11.39% 10.13M 68.86 0.20%
96 MGK Vanguard Mega C...
359.13
+0.36% 29.22K +2.86% 10.03M 232.33 0.20%
97 FDT First Trust Dev...
68.30
-0.31% 182.82K -7.39% 9.89M 51.19 0.19%
98 VNQ Vanguard Real E...
89.23
-2.4% 110.9K +65.42% 9.88M 92.24 0.19%
99 CI Cigna Corporati...
315.57
-0.4% 35.06K +11.04% 9.68M 276.35 0.19%
100 IJR iShares Core S&...
107.54
-1.01% 83.91K +5.63% 9.67M 100.03 0.19%
101 TAP Molson Coors Be...
47.27
-1.96% 168.61K +11.39% 9.66M 51.94 0.19%
102 GPC Genuine Parts C...
119.09
-1.74% 81.75K +2.13K% 9.55M 117.35 0.19%
103 CAG Conagra Brands,...
20.46
-4.66% 340.91K -4.67% 9.46M 28.29 0.18%
104 GPK Graphic Packagi...
21.21
-1.65% 347.65K +14.26% 9.44M 28.44 0.18%
105 GLD SPDR Gold Share...
307.10
+0.30% 38.84K +1.04% 9.4M 157.15 0.18%
106 VTV Vanguard Value ...
174.94
-0.56% 55.5K +15.22% 9.4M 147.64 0.18%
107 DHR Danaher Corpora...
200.80
+1.69% 40.8K +7.06% 9.36M 231.03 0.18%
108 BKNG Booking Holding...
5484.27
+0.04% 1.88K -13.5% 9.36M 3853.18 0.18%
109 RGLD Royal Gold, Inc...
176.66
-0.83% 70.98K +12.24% 9.36M 123.88 0.18%
110 ADI Analog Devices,...
234.47
-0.22% 43.84K -0.4% 9.31M 117.72 0.18%
111 OVV Ovintiv Inc.
38.00
-1.73% 227.64K +12.98% 9.22M 48.09 0.18%
112 LMT Lockheed Martin...
458.75
-0.32% 18.74K +2.40% 9.11M 389.25 0.18%
113 FEX First Trust Lar...
107.98
-0.71% 87.22K -10.86% 9.1M 104.17 0.18%
114 ABT Abbott Laborato...
137.37
-0.52% 80.09K +2.60% 9.06M 83.39 0.18%
115 WMT Walmart Inc.
97.28
-0.73% 100.16K +3.36% 9.05M 58.16 0.18%
116 IPG The Interpublic...
24.14
-2.25% 322.66K +100.00% 9.04M 28.02 0.18%
117 IJH iShares Core S&...
61.02
-0.82% 144.97K +5.80% 9.03M 50.26 0.18%
118 DG Dollar General ...
112.81
-0.45% 118.88K +13.82% 9.01M 84.28 0.18%
119 DGRO iShares Core Di...
62.99
-0.37% 146.69K +5.51% 9M 51.99 0.18%
120 PAYX Paychex, Inc.
138.22
-9.22% 63.89K -0.92% 8.96M 88.66 0.17%
121 VO Vanguard Mid Ca...
275.82
-0.71% 33.82K +7.62% 8.93M 228.36 0.17%
122 SJM The J. M. Smuck...
95.80
-1.44% 80.11K +9.42% 8.82M 120.15 0.17%
123 NXST Nexstar Media G...
170.98
-2.97% 55.81K +11.90% 8.82M 168.6 0.17%
124 HON Honeywell Inter...
221.69
-1.3% 38.89K +6.05% 8.78M 187.1 0.17%
125 TLT iShares 20+ Yea...
87.41
+0.01% 99.79K -32.11% 8.71M 100.37 0.17%
126 IWD iShares Russell...
191.44
-0.59% 46.84K +201.25% 8.67M 173.97 0.17%
127 ELV Elevance Health...
374.29
-0.57% 23.5K +36.23% 8.67M 428.85 0.17%
128 USFR WisdomTree Floa...
50.29
-0.37% 170.59K -0.39% 8.58M 50.31 0.17%
129 CABO Cable One, Inc.
131.01
-1.7% 23.66K +5.80% 8.57M 400.99 0.17%
130 STLD Steel Dynamics,...
128.57
+0.27% 75.06K +6.88% 8.56M 126 0.17%
131 HYLS First Trust Tac...
41.82
-0.04% 205.49K -10.06% 8.49M 41.46 0.17%
132 QCOM QUALCOMM Incorp...
155.71
+0.01% 55.24K +7.54% 8.49M 135.58 0.17%
133 DMLP Dorchester Mine...
26.92
-0.48% 253.75K -3.92% 8.46M 19.85 0.16%
134 MKTX MarketAxess Hol...
223.21
+0.22% 36.97K -0.79% 8.36M 215.38 0.16%
135 ADP Automatic Data ...
298.33
-4.2% 28.41K -1.57% 8.32M 181.76 0.16%
136 CVS CVS Health Corp...
66.43
-1.7% 184.63K +9.10% 8.29M 72.72 0.16%
137 ADBE Adobe Inc.
387.20
+1.27% 18.63K +8.61% 8.28M 458.54 0.16%
138 SON Sonoco Products...
43.64
-1.4% 169.34K +17.00% 8.27M 56.19 0.16%
139 MO Altria Group, I...
58.99
-1.54% 158.11K +18.95% 8.27M 46.32 0.16%
140 FANG Diamondback Ene...
138.19
-0.83% 50K +12.19% 8.19M 198.54 0.16%
141 IWF iShares Russell...
415.18
+0.29% 20.13K +2.75% 8.08M 250.87 0.16%
142 BLK BlackRock, Inc.
1017.99
+1.30% 7.62K +100.00% 7.81M 1025.11 0.15%
143 VYM Vanguard High D...
130.95
-0.51% 61.08K +19.36% 7.79M 116.21 0.15%
144 SPMB SPDR Portfolio ...
22.02
+0.30% 361.46K +0.11% 7.79M 24.4 0.15%
145 AMCR Amcor plc
9.06
-1.2% 827.74K +100.00% 7.79M 9.41 0.15%
146 BAB Invesco Taxable...
26.41
+0.25% 297.31K -36.73% 7.77M 27.25 0.15%
147 MUB iShares Nationa...
104.20
-0.01% 72.53K +41.69% 7.73M 106.5 0.15%
148 SPLG SPDR Portfolio ...
71.58
-0.01% 111.81K -3.03% 7.71M 49.05 0.15%
149 YEAR Ab Ultra Short ...
50.61
+0.01% 152.89K +9.27% 7.7M 50.2 0.15%
150 CWB SPDR Bloomberg ...
81.53
-0.15% 97.74K +100.00% 7.61M 77.89 0.15%