KW
| |
Kingsview Wealth Management, LLC13F | |
| Kingsview Wealth Management, LLC | |
| Last update 2025-05-02 | 1087 Stocks (108 new) |
| Value $5.31 Bil | Turnover 15 % |
Kingsview Wealth Management, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPRO | Monarch ProCap Index ETF | 6,059,656 | 175,002.9 | +0.18% | 3.300 | +0.01% | 75.000 | +7.55% | +5.35% | 253.7 | ||
AAPL | Apple Inc | 716,147 | 159,077.8 | +24.12% | 3.000 | +0.58% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 1,283,761 | 129,236.2 | +567.92% | 2.430 | +2.07% | 0.270 | +1.08% | +2.38% | 51,420.8 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 1,275,465 | 126,168.9 | -0.87% | 2.380 | -0.02% | 0.100 | +2.13% | +3.72% | 128,438.9 | ||
MAMB | Monarch Ambassador Income Index ETF | 5,378,106 | 122,620.8 | +9.52% | 2.310 | +0.20% | 97.780 | +2.90% | +5.50% | 130.3 | ||
NVDA | NVIDIA Corp | 987,285 | 107,001.9 | +7.28% | 2.020 | +0.14% | 0.000 | +68.90% | +24.39% | 4,072,965.9 | Semiconductors | |
MSSS | Monarch Select Subsector Index ETF | 3,811,620 | 103,371.1 | -1.42% | 1.950 | -0.03% | 124.560 | +15.71% | +6.83% | 89.8 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 1,279,544 | 102,836.9 | -0.27% | 1.940 | -0.01% | 0.330 | +27.05% | +10.64% | 38,705.6 | ||
AMZN | Amazon.com Inc | 526,608 | 100,192.4 | +6.25% | 1.890 | +0.11% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
MBCC | Monarch Blue Chips Core Index ETF | 2,803,995 | 93,821.7 | -7.82% | 1.770 | -0.16% | 70.450 | +16.74% | +7.01% | 113.2 |
Kingsview Wealth Management, LLC's Historical Top Holdings Breakdowns
Kingsview Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Add Add | +2.07% | 100.34 ($100.51) 100.68 | $100.62 | 0.11% | Add 567.92% | 1,283,761 | 1,091,557 | |
BUFF |
Innovator Laddered Allocation Power Buffer ETF
Innovator Laddered Allocation Power Buffer ETF
| 2025-03-31 | Reduce Reduce | -0.95% | 43.63 ($45.14) 46.01 | $47.44 | 5.10% | Reduce -66.72% | 542,393 | -1,087,220 | |
SFLR | Innovator Equity Managed Floor ETF | 2025-03-31 | Add Add | +0.71% | 30.99 ($32.71) 33.91 | $34.02 | 4.00% | Add 344.28% | 1,561,728 | 1,210,207 | |
SPG | Simon Property Group Inc | 2025-03-31 | Add Add | +0.69% | 159.48 ($174.79) 187.78 | $165.57 | -5.27% | Add 14747.79% | 221,232 | 219,742 | |
JAJL |
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
| 2025-03-31 | Add Add | +0.68% | 27.09 ($27.38) 27.59 | $28.27 | 3.25% | Add 8093.73% | 1,356,308 | 1,339,755 | |
DHR | Danaher Corp | 2025-03-31 | Add Add | +0.64% | 201.62 ($218.33) 250.59 | $189.91 | -13.02% | Add 410.75% | 208,359 | 167,564 | |
EMR | Emerson Electric Co | 2025-03-31 | Reduce Reduce | -0.64% | 108.64 ($120.56) 131.17 | $144.34 | 19.72% | Reduce -90.84% | 26,860 | -266,429 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.59% | 890.62 ($974.97) 1076.86 | $941.61 | -3.42% | Reduce -61.28% | 20,934 | -33,128 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.58% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Add 24.12% | 716,147 | 139,151 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.57% | 576.36 ($645.17) 736.67 | $704.81 | 9.24% | Add 124.82% | 94,478 | 52,455 |
Kingsview Wealth Management, LLC Total Holding History ($B)
Kingsview Wealth Management, LLC's Asset Allocation
Kingsview Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Kingsview Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Kingsview Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Kingsview Wealth Management, LLC's Holdings Heat Map
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Kingsview Wealth Management, LLC's Holdings Bubble Chart
Kingsview Wealth Management, LLC News
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