Kingsview Wealth Management, LLC Portfolio Holdings by Sector
Kingsview Wealth Management, LLC
- $5.28 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AGG SPYG SPTI VOO XLK QQQ SPAB XLC 438 stocks |
$2.25 Million
47.2% of portfolio
|
239
|
182
|
42
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TXN AVGO ADI QCOM TSM AMD MRVL 15 stocks |
$261,809
5.5% of portfolio
|
10
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE PLTR PANW CRWD HOOD ZS 12 stocks |
$249,141
5.24% of portfolio
|
8
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT DG DLTR 5 stocks |
$123,487
2.6% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ MRK ABBV AMGN GILD PFE BMY 12 stocks |
$121,519
2.55% of portfolio
|
7
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$113,225
2.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V SYF AXP COF PYPL ORCC 7 stocks |
$86,986
1.83% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CVNA MELI SE BABA CPNG 6 stocks |
$86,132
1.81% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE EMR ETN ITW MWA CMI PH OTIS 15 stocks |
$85,185
1.79% of portfolio
|
8
|
7
|
3
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX NXST DIS FOXA FOX WBD 6 stocks |
$80,746
1.7% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM SSNC SHOP NOW MSTR UBER INTU WDAY 18 stocks |
$78,592
1.65% of portfolio
|
14
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG SPOT TWLO 5 stocks |
$65,918
1.39% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC C RY TD UBS HSBC 9 stocks |
$51,981
1.09% of portfolio
|
6
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO IDXX 3 stocks |
$51,262
1.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PSLV PHYS SEIC BX PFG ARCC EMO AMP 59 stocks |
$49,466
1.04% of portfolio
|
36
|
12
|
7
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT TDG RTX NOC BA ACHR GD HXL 14 stocks |
$42,171
0.89% of portfolio
|
8
|
6
|
4
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CTSH ACN G IBM CNXC FISV AUR LDOS 10 stocks |
$41,157
0.87% of portfolio
|
5
|
5
|
2
|
- |
1
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO DUK WEC AEP D EXC PPL 17 stocks |
$41,006
0.86% of portfolio
|
13
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI ELV HUM CVS 5 stocks |
$38,428
0.81% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI WMB ENB TRGP ET OKE LNG EPD 16 stocks |
$37,076
0.78% of portfolio
|
11
|
4
|
4
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM BP SHEL TTE 5 stocks |
$36,463
0.77% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
FANG OVV DMLP CRC COP PR CIVI MTDR 14 stocks |
$35,641
0.75% of portfolio
|
9
|
5
|
3
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$32,653
0.69% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG EQH AIG BRK-A 5 stocks |
$31,584
0.66% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TOL PHM DHI KBH TMHC 5 stocks |
$29,845
0.63% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA T VZ IDCC TMUS ASTS VOD GOGO 10 stocks |
$29,805
0.63% of portfolio
|
5
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX YUM CMG BLMN BROS WING TXRH 10 stocks |
$24,482
0.51% of portfolio
|
3
|
7
|
3
|
- |
0
Calls
0
Puts
|
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$23,384
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC PNC USB PB UBSI FFIN FITB CARE 21 stocks |
$23,110
0.49% of portfolio
|
13
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC BBWI ASO TSCO ULTA DKS AZO WSM 13 stocks |
$22,334
0.47% of portfolio
|
7
|
4
|
3
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK EW MDT BSX APYX ZBH NNOX 9 stocks |
$21,448
0.45% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP KDP MNST 4 stocks |
$19,307
0.41% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR GPK PKG IP 4 stocks |
$17,994
0.38% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$17,797
0.37% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB CL CLX UL CHD 6 stocks |
$17,763
0.37% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F TM GM RIVN LCID 6 stocks |
$17,678
0.37% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MKTX GS MS SCHW RJF JEF LPLA BTBT 8 stocks |
$15,488
0.33% of portfolio
|
6
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV ALL KMPR THG CB PGR CINF HRTG 9 stocks |
$15,307
0.32% of portfolio
|
4
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM GFF 3 stocks |
$14,629
0.31% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
GL UNM CNO PRI AFL MFC PRU LNC 9 stocks |
$14,072
0.3% of portfolio
|
6
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
OC TT CARR WMS JCI 5 stocks |
$14,031
0.29% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
WTW MMC BRO AJG AON 5 stocks |
$13,608
0.29% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG O 2 stocks |
$13,229
0.28% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI UI HPE CRDO 5 stocks |
$13,134
0.28% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD RPM LYB PPG DD ECL SHW NANX 8 stocks |
$13,044
0.27% of portfolio
|
3
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM TSN CALM 3 stocks |
$12,606
0.27% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX MPC VLO DINO SUN 5 stocks |
$11,774
0.25% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH VRSK 2 stocks |
$11,164
0.23% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT DLR IRM HASI 4 stocks |
$10,892
0.23% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE FDS CME MCO NDAQ 6 stocks |
$10,682
0.22% of portfolio
|
1
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
RGLD AEM NGD IAG 4 stocks |
$10,277
0.22% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM BTI 3 stocks |
$9,962
0.21% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX CNI 4 stocks |
$9,924
0.21% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALSN GTX 2 stocks |
$9,845
0.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IXJ 2 stocks |
$9,428
0.2% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
TAP 1 stocks |
$8,788
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$8,626
0.18% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
IPG 1 stocks |
$8,447
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG TNL CCL RCL ABNB 5 stocks |
$8,315
0.17% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT ASML 3 stocks |
$8,270
0.17% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS PBI XPO FDX 4 stocks |
$8,032
0.17% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR 3 stocks |
$7,551
0.16% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX CRI ROST LULU 4 stocks |
$7,285
0.15% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE AVA BIP 3 stocks |
$6,982
0.15% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
BYD MTN 2 stocks |
$6,476
0.14% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
AIT GWW FAST 3 stocks |
$5,200
0.11% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
FMC CTVA NTR CF 4 stocks |
$5,019
0.11% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR FIX TPC 3 stocks |
$4,582
0.1% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$4,187
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST NRG 2 stocks |
$3,458
0.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
SR ATO NI 3 stocks |
$3,392
0.07% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX XRAY 3 stocks |
$3,273
0.07% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$3,197
0.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$3,180
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC CAH 3 stocks |
$3,115
0.07% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Drilling | Energy
PTEN 1 stocks |
$3,089
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF 1 stocks |
$2,892
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
DLB CTAS 2 stocks |
$2,846
0.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$2,702
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS SJM CAG KHC MKC K INGR 7 stocks |
$2,619
0.06% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$2,593
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
ARIS AWK 2 stocks |
$2,491
0.05% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
RXRX REGN NVO ZLAB INSM VRTX CGEN KMPH 11 stocks |
$2,424
0.05% of portfolio
|
4
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV MTBC 2 stocks |
$2,343
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
RS STLD NUE 3 stocks |
$2,130
0.04% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP DELL IONQ QBTS STX NNDM 6 stocks |
$2,084
0.04% of portfolio
|
4
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS VTRS 2 stocks |
$1,905
0.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR SFM 2 stocks |
$1,896
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW APH REFR JBL 4 stocks |
$1,629
0.03% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL LUV 2 stocks |
$1,626
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO RBLX 2 stocks |
$1,587
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL VTR 2 stocks |
$1,366
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE DECK 2 stocks |
$1,320
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
PAAS 1 stocks |
$1,306
0.03% of portfolio
|
1
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1,121
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT NVT 2 stocks |
$1,118
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Services | Communication Services
IGLD 1 stocks |
$905
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
UFPI 1 stocks |
$895
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP RIO NAK 3 stocks |
$861
0.02% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY USFD 2 stocks |
$849
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD ABR AGNC 3 stocks |
$752
0.02% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
$717
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$709
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$622
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$573
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
WHR LZB 2 stocks |
$495
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO FCX 2 stocks |
$477
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$448
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$446
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI WPC 2 stocks |
$441
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$400
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
M 1 stocks |
$333
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
HRB 1 stocks |
$305
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
THO 1 stocks |
$227
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
EQR 1 stocks |
$203
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
N/A | N/A
NMCO 1 stocks |
$181
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
GCI 1 stocks |
$179
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
VFC 1 stocks |
$177
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$108
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Uranium | Energy
UUUU 1 stocks |
$81
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|