Kingsview Wealth Management, LLC Portfolio Holdings by Sector
Kingsview Wealth Management, LLC
- $4.73 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SGOV AGG SPYG SPTI SPAB VOO QQQ XLK 406 stocks |
$1.99 Million
46.17% of portfolio
|
199
|
191
|
21
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN ADI QCOM TSM AMD INTC 14 stocks |
$163,871
3.81% of portfolio
|
6
|
8
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE PLTR PANW DOX CRWD HOOD 14 stocks |
$159,713
3.71% of portfolio
|
11
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$159,077
3.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK ABBV AMGN JNJ BMY GILD PFE 11 stocks |
$132,595
3.08% of portfolio
|
7
|
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY BABA CVNA MELI SE 6 stocks |
$107,053
2.49% of portfolio
|
6
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG TWLO 4 stocks |
$89,753
2.09% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V AXP FCFS COF PYPL ORCC DFS 9 stocks |
$81,143
1.89% of portfolio
|
7
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN ITW EMR WTS CMI PH GTLS 13 stocks |
$72,542
1.69% of portfolio
|
5
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX NXST DIS FOXA FOX WBD 6 stocks |
$69,234
1.61% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM SSNC SHOP NOW MSTR UBER DDOG WDAY 17 stocks |
$66,149
1.54% of portfolio
|
9
|
7
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO DGX IDXX 4 stocks |
$56,201
1.31% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST TGT DG WMT PSMT 5 stocks |
$52,878
1.23% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN G CTSH AUR FISV LDOS AI 8 stocks |
$48,058
1.12% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC C RY UBS TD MUFG 8 stocks |
$43,993
1.02% of portfolio
|
7
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PSLV PHYS SEIC BX HLNE EMO ARCC BK 55 stocks |
$42,347
0.98% of portfolio
|
33
|
17
|
9
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG O 2 stocks |
$42,249
0.98% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL BP TTE 5 stocks |
$38,174
0.89% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$36,319
0.84% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT TDG RTX NOC BA GD ACHR HWM 11 stocks |
$36,313
0.84% of portfolio
|
7
|
4
|
1
|
- |
1
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA CABO T VZ TMUS IDCC BCE VOD 10 stocks |
$34,416
0.8% of portfolio
|
5
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OVV FANG DMLP COP DVN OXY EOG EQT 12 stocks |
$33,644
0.78% of portfolio
|
6
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DUK WEC SO AEP D EXC PPL 15 stocks |
$33,426
0.78% of portfolio
|
5
|
10
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG BRK-A AIG IGIC 5 stocks |
$31,141
0.72% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CI ELV UNH CVS 4 stocks |
$29,396
0.68% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD PZZA SBUX YUM CMG WEN DIN YUMC 10 stocks |
$28,663
0.67% of portfolio
|
6
|
3
|
4
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB TRGP ENB ET OKE KMI EPD GLP 14 stocks |
$28,580
0.66% of portfolio
|
6
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM DHI TOL KBH TMHC 5 stocks |
$28,418
0.66% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$23,914
0.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
SJM CAG GIS KHC MKC K CPB INGR 8 stocks |
$21,966
0.51% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC PNC PB USB FFIN UBSI FITB CARE 22 stocks |
$21,906
0.51% of portfolio
|
9
|
7
|
2
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO KDP MNST 4 stocks |
$21,228
0.49% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK EW MDT BSX ZBH APYX NNOX 9 stocks |
$20,840
0.48% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR GPK PKG IP SON BERY 6 stocks |
$19,232
0.45% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB CL CLX UL CHD 6 stocks |
$18,770
0.44% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$18,306
0.43% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD RPM CBT DD PPG ECL SHW LYB 8 stocks |
$17,783
0.41% of portfolio
|
3
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC TSCO RH ULTA DKS WSM ORLY AZO 10 stocks |
$17,401
0.4% of portfolio
|
6
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
WTW MMC AJG BRO AON 5 stocks |
$15,060
0.35% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE FDS CME MCO 5 stocks |
$14,811
0.34% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
TAP 1 stocks |
$14,415
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F TM GM RIVN 5 stocks |
$14,165
0.33% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MKTX GS MS SCHW JEF BTBT 6 stocks |
$13,268
0.31% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM GFF 3 stocks |
$13,253
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM CALM TSN 3 stocks |
$12,252
0.28% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
IPG EVC 2 stocks |
$12,047
0.28% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
RGLD NGD AEM KGC 4 stocks |
$11,811
0.27% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR VLGEA SFM 3 stocks |
$11,678
0.27% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT IRM DLR EQIX WY 5 stocks |
$11,604
0.27% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX MPC VLO SUN DINO 5 stocks |
$11,442
0.27% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL GL PRI PRU LNC MET UNM MFC 8 stocks |
$11,318
0.26% of portfolio
|
2
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX CRI LULU ROST 4 stocks |
$10,116
0.24% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX CNI 4 stocks |
$9,710
0.23% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALSN GTX 2 stocks |
$9,469
0.22% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$9,454
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM BTI 3 stocks |
$8,744
0.2% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI HPE 3 stocks |
$8,644
0.2% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IXJ 2 stocks |
$8,134
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV CB ALL PGR CINF HRTG UIHC 7 stocks |
$7,706
0.18% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BKH SRE BIP 3 stocks |
$6,874
0.16% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR 3 stocks |
$6,551
0.15% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT ASML 3 stocks |
$6,060
0.14% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
WHD SOI SLB HAL 4 stocks |
$4,999
0.12% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
HOG THO 2 stocks |
$4,967
0.12% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL AIT GWW 3 stocks |
$4,918
0.11% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
FMC CTVA NTR CF 4 stocks |
$4,750
0.11% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX XPO 3 stocks |
$4,725
0.11% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CARR WMS OC JCI 5 stocks |
$4,363
0.1% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG CCL ABNB RCL 4 stocks |
$4,351
0.1% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$3,533
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
SWX ATO NI 3 stocks |
$3,448
0.08% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX XRAY 3 stocks |
$3,417
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH ABC 3 stocks |
$3,224
0.07% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
ZWS 1 stocks |
$3,169
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
TGLS 1 stocks |
$3,134
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
IGT DKNG 2 stocks |
$3,108
0.07% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$3,083
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$2,846
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
COLM VFC 2 stocks |
$2,823
0.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$2,817
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
SMMT REGN NVO ZLAB VRTX CGEN RXRX KMPH 10 stocks |
$2,731
0.06% of portfolio
|
5
|
3
|
3
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$2,705
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR FIX 2 stocks |
$2,631
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
TGNA 1 stocks |
$2,611
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
RS STLD NUE 3 stocks |
$2,062
0.05% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV MTBC CPSI 3 stocks |
$1,994
0.05% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK BAH 2 stocks |
$1,781
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Services | Communication Services
IGLD 1 stocks |
$1,739
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$1,515
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE DECK 2 stocks |
$1,442
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL LUV 2 stocks |
$1,428
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
MLKN WHR LZB 3 stocks |
$1,395
0.03% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL VTR 2 stocks |
$1,331
0.03% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP HPQ DELL QBTS NNDM 5 stocks |
$1,262
0.03% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$1,162
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$1,097
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW REFR 2 stocks |
$1,090
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW TROX 2 stocks |
$972
0.02% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP RIO NAK 3 stocks |
$960
0.02% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF TIPT 2 stocks |
$957
0.02% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$938
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$928
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT NVT 2 stocks |
$917
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY USFD 2 stocks |
$891
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
$853
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Rental & Leasing Services | Industrials
RCII URI 2 stocks |
$796
0.02% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD ABR AGNC LOAN 4 stocks |
$786
0.02% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$607
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$559
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$550
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$491
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
UFPI 1 stocks |
$453
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$419
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
HRB WW 2 stocks |
$326
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$282
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$257
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO 1 stocks |
$257
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$220
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
N/A | N/A
NMCO 1 stocks |
$180
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
KSS 1 stocks |
$151
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
GCI 1 stocks |
$144
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
UUUU 1 stocks |
$52
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
CHGG 1 stocks |
$19
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|