Kingsview Wealth Management, LLC Portfolio Holdings by Sector
Kingsview Wealth Management, LLC
- $5.76 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPYG AGG SPTI VOO QQQ SPAB XLK XLU 442 stocks |
$2.49 Million
47.3% of portfolio
|
257
|
164
|
42
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TXN AVGO QCOM ADI TSM AMD INTC 16 stocks |
$314,421
5.98% of portfolio
|
13
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR DOX ADBE CRWD PANW HOOD 14 stocks |
$294,276
5.6% of portfolio
|
9
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ MRK ABBV AMGN PFE GILD BMY 11 stocks |
$141,944
2.7% of portfolio
|
7
|
4
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$139,743
2.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG SPOT BIDU TWLO 6 stocks |
$128,598
2.45% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V SYF AXP AGM FCFS COF PYPL 10 stocks |
$99,023
1.88% of portfolio
|
5
|
5
|
3
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE EMR ETN ITW CMI PH ROK OTIS 15 stocks |
$93,331
1.78% of portfolio
|
9
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST DG WMT TGT 4 stocks |
$91,595
1.74% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM G ACN CTSH FISV LDOS AUR AUR 10 stocks |
$89,169
1.7% of portfolio
|
8
|
2
|
2
|
- |
2
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CVNA MELI CPNG BABA SE EBAY 7 stocks |
$86,465
1.64% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX NXST DIS WBD 4 stocks |
$70,256
1.34% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC C RY UBS MUFG TD 8 stocks |
$58,824
1.12% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PSLV PHYS BX VRTS BK ARCC EMO DNP 57 stocks |
$53,767
1.02% of portfolio
|
29
|
23
|
5
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OVV FANG COP APA DMLP CRC MUR MGY 15 stocks |
$53,180
1.01% of portfolio
|
12
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CI UNH ELV CVS HUM 5 stocks |
$52,685
1.0% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG CCL TNL RCL ABNB 5 stocks |
$46,929
0.89% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM SSNC SHOP NOW UBER MSTR DDOG INTU 19 stocks |
$43,681
0.83% of portfolio
|
11
|
8
|
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX TDG NOC BA GD LHX ACHR 12 stocks |
$41,232
0.78% of portfolio
|
9
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DUK WEC SO AEP D PPL EXC 17 stocks |
$37,764
0.72% of portfolio
|
11
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX BP SHEL TTE 5 stocks |
$37,710
0.72% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$36,318
0.69% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB ENB TRGP ET OKE DHT LNG KMI 16 stocks |
$33,900
0.64% of portfolio
|
11
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG AIG BRK-A 4 stocks |
$30,059
0.57% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA T VZ IDCC TMUS ASTS BCE VOD 9 stocks |
$26,824
0.51% of portfolio
|
3
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD PZZA SBUX YUM CMG TXRH BROS YUMC 9 stocks |
$26,807
0.51% of portfolio
|
5
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F TM GM RIVN 5 stocks |
$25,225
0.48% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$24,586
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC PNC USB PB UBSI FFIN FITB CARE 22 stocks |
$24,538
0.47% of portfolio
|
11
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK EW MDT BSX ZBH APYX NNOX 9 stocks |
$22,500
0.43% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC WINA TSCO ULTA DKS AZO WSM ORLY 10 stocks |
$22,460
0.43% of portfolio
|
5
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX KFY 3 stocks |
$19,377
0.37% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB CL CLX UL CHD EL 7 stocks |
$17,736
0.34% of portfolio
|
2
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP MNST 3 stocks |
$17,294
0.33% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$16,496
0.31% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX MPC VLO SUN CVI DINO SGU 7 stocks |
$16,033
0.31% of portfolio
|
4
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
WTW MMC AON AJG BRO 5 stocks |
$15,188
0.29% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
KBR PWR FIX TPC EME STRL 6 stocks |
$14,837
0.28% of portfolio
|
4
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
OC TT WMS CARR JCI 5 stocks |
$14,412
0.27% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG O 2 stocks |
$14,394
0.27% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TOL KBH DHI PHM TMHC LEN 6 stocks |
$14,209
0.27% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO IDXX 3 stocks |
$14,048
0.27% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX PBI UPS XPO 4 stocks |
$13,584
0.26% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB TRV KMPR ALL PGR CNA CINF WRB 10 stocks |
$13,327
0.25% of portfolio
|
6
|
3
|
3
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH VRSK 2 stocks |
$13,052
0.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD RPM DD PPG ECL LYB SHW NANX 8 stocks |
$12,635
0.24% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS CPB KHC SJM K CAG MKC 7 stocks |
$12,627
0.24% of portfolio
|
4
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM GFF 3 stocks |
$11,420
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX CNI 4 stocks |
$11,105
0.21% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IXJ 2 stocks |
$10,974
0.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE CME FDS MCO NDAQ 6 stocks |
$10,604
0.2% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALSN GTX QS 3 stocks |
$10,318
0.2% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI HPE ZBRA 4 stocks |
$10,128
0.19% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
GPK PKG IP AMCR 4 stocks |
$10,005
0.19% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
IPG OMC 2 stocks |
$9,930
0.19% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
HRB 1 stocks |
$9,773
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT ASML 3 stocks |
$9,603
0.18% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT DLR IRM 3 stocks |
$9,595
0.18% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
AIT MSM FAST GWW 4 stocks |
$9,542
0.18% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
JXN AFL PRI LNC PRU MET MFC UNM 8 stocks |
$9,432
0.18% of portfolio
|
4
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
TAP 1 stocks |
$8,955
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR 3 stocks |
$8,491
0.16% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$8,193
0.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX XRAY ISRG BAX 4 stocks |
$8,034
0.15% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE AVA BIP 3 stocks |
$8,003
0.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS SCHW RJF JEF HLI IBKR EVR 9 stocks |
$7,840
0.15% of portfolio
|
7
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST LULU 3 stocks |
$7,763
0.15% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$5,788
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
BYD MTN 2 stocks |
$5,465
0.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
NVT VRT 2 stocks |
$5,218
0.1% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA NTR FMC CF 4 stocks |
$4,764
0.09% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB HAL 2 stocks |
$4,138
0.08% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH ABC 3 stocks |
$3,329
0.06% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP IONQ DELL STX QBTS RGTI HPQ RCAT 9 stocks |
$3,041
0.06% of portfolio
|
4
|
5
|
3
|
- |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
STZ DEO 2 stocks |
$3,013
0.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$3,004
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$2,959
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$2,780
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL PEAK LTC VTR 4 stocks |
$2,759
0.05% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST NRG 2 stocks |
$2,703
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM RGLD FNV IAG KGC NGD 6 stocks |
$2,586
0.05% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
IMRX REGN INSM NVO ZLAB VRTX RXRX CGEN 10 stocks |
$2,495
0.05% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW APH JBL REFR 4 stocks |
$2,309
0.04% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE DECK 2 stocks |
$2,267
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
RS STLD NUE 3 stocks |
$2,023
0.04% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV MTBC 2 stocks |
$1,948
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL LUV 2 stocks |
$1,902
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO RBLX 2 stocks |
$1,882
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
PAAS 1 stocks |
$1,781
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$1,725
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM TSN 2 stocks |
$1,586
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$1,561
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS TLRY 2 stocks |
$1,418
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$1,368
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO NI CPK 3 stocks |
$1,308
0.02% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP MP RIO 3 stocks |
$1,181
0.02% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1,083
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$1,022
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY USFD 2 stocks |
$983
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD AGNC ABR 3 stocks |
$981
0.02% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
OXM VFC 2 stocks |
$894
0.02% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$823
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$811
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Services | Communication Services
IGLD 1 stocks |
$751
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF 1 stocks |
$625
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX SCCO 2 stocks |
$606
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$598
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$590
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Drilling | Energy
PTEN 1 stocks |
$564
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
NMRK CBRE 2 stocks |
$545
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI WPC 2 stocks |
$544
0.01% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$533
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR 1 stocks |
$532
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ UUUU 2 stocks |
$519
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
N/A | N/A
DLY NMCO 2 stocks |
$443
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$383
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
THO 1 stocks |
$275
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$269
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$226
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
REIT—Residential | Real Estate
EQR 1 stocks |
$223
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
GCI 1 stocks |
$206
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
SSD 1 stocks |
$204
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|