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Size ($ in 1000's)
At 03/31/2025: $5,307,739
At 12/31/2024: $5,133,784Kingsview Wealth Management LLC AUM history
Kingsview Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kingsview Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2025, below is a summary of the Kingsview Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Kingsview Wealth Management LLC.
In the Kingsview Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Kingsview Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Kingsview Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2024 to 03/31/2025 |
Position Size
($ in 1000's) |
|---|
| NORTHERN LTS FD TR IV |
6,059,656 |
+10,818 |
$175,003 | | MPRO | 6,059,656 | +10,818 | $175,003 | | APPLE INC |
716,147 |
+139,151 |
$159,078 | | AAPL | 716,147 | +139,151 | $159,078 | | ISHARES TR (SGOV) |
1,283,761 |
+1,091,557 |
$129,236 | | SGOV | 1,283,761 | +1,091,557 | $129,236 | | ISHARES TR (AGG) |
1,275,465 |
-11,186 |
$126,169 | | AGG | 1,275,465 | -11,186 | $126,169 | | NORTHERN LTS FD TR IV |
5,378,106 |
+467,576 |
$122,621 | | MAMB | 5,378,106 | +467,576 | $122,621 | | NVIDIA CORPORATION |
987,285 |
+66,986 |
$107,002 | | NVDA | 987,285 | +66,986 | $107,002 | | NORTHERN LTS FD TR IV |
3,811,620 |
-54,900 |
$103,371 | | MSSS | 3,811,620 | -54,900 | $103,371 | | SPDR SER TR (SPYG) |
1,279,544 |
-3,464 |
$102,837 | | SPYG | 1,279,544 | -3,464 | $102,837 | | AMAZON COM INC |
526,608 |
+30,977 |
$100,192 | | AMZN | 526,608 | +30,977 | $100,192 | | NORTHERN LTS FD TR IV |
2,803,995 |
-237,761 |
$93,822 | | MBCC | 2,803,995 | -237,761 | $93,822 | | NORTHERN LTS FD TR IV |
3,248,669 |
+1,072,520 |
$81,802 | | MVFG | 3,248,669 | +1,072,520 | $81,802 | | MICROSOFT CORP |
215,087 |
+2,474 |
$80,741 | | MSFT | 215,087 | +2,474 | $80,741 | | SPDR SER TR (SPTI) |
2,721,082 |
-160,427 |
$77,769 | | SPTI | 2,721,082 | -160,427 | $77,769 | | NORTHERN LTS FD TR IV |
2,665,174 |
+715,969 |
$68,335 | | MVFD | 2,665,174 | +715,969 | $68,335 | | ELI LILLY & CO |
69,445 |
+5,600 |
$57,355 | | LLY | 69,445 | +5,600 | $57,355 | | NORTHERN LTS FD TR IV |
2,119,674 |
-184,657 |
$55,641 | | MDPL | 2,119,674 | -184,657 | $55,641 | | META PLATFORMS INC |
94,478 |
+52,455 |
$54,454 | | META | 94,478 | +52,455 | $54,454 | | ORACLE CORP |
380,496 |
+49,829 |
$53,197 | | ORCL | 380,496 | +49,829 | $53,197 | | SPDR SER TR (SPAB) |
2,054,045 |
-144,088 |
$52,460 | | SPAB | 2,054,045 | -144,088 | $52,460 | | GE AEROSPACE |
250,218 |
+17,952 |
$50,081 | | GE | 250,218 | +17,952 | $50,081 | | VANGUARD INDEX FDS (VOO) |
96,759 |
+5,663 |
$49,725 | | VOO | 96,759 | +5,663 | $49,725 | | NETFLIX INC |
52,632 |
+3,938 |
$49,081 | | NFLX | 52,632 | +3,938 | $49,081 | | INNOVATOR ETFS TRUST (SFLR) |
1,561,728 |
+1,210,207 |
$49,023 | | SFLR | 1,561,728 | +1,210,207 | $49,023 | | MASTERCARD INCORPORATED |
85,188 |
+9,006 |
$46,693 | | MA | 85,188 | +9,006 | $46,693 | | INVESCO QQQ TR |
98,747 |
+695 |
$46,305 | | QQQ | 98,747 | +695 | $46,305 | | SELECT SECTOR SPDR TR (XLK) |
217,262 |
+2,591 |
$44,860 | | XLK | 217,262 | +2,591 | $44,860 | | DANAHER CORPORATION |
208,359 |
+167,564 |
$42,714 | | DHR | 208,359 | +167,564 | $42,714 | | SALESFORCE INC |
152,467 |
+18,350 |
$40,916 | | CRM | 152,467 | +18,350 | $40,916 | | INNOVATOR ETFS TRUST (JAJL) |
1,356,308 |
+1,339,755 |
$36,851 | | JAJL | 1,356,308 | +1,339,755 | $36,851 | | SIMON PPTY GROUP INC NEW |
221,232 |
+219,742 |
$36,742 | | SPG | 221,232 | +219,742 | $36,742 | | SELECT SECTOR SPDR TR (XLC) |
379,926 |
-16,716 |
$36,644 | | XLC | 379,926 | -16,716 | $36,644 | | JPMORGAN CHASE & CO. |
124,173 |
+1,795 |
$30,460 | | JPM | 124,173 | +1,795 | $30,460 | | ISHARES TR (MBB) |
286,589 |
+29,036 |
$26,876 | | MBB | 286,589 | +29,036 | $26,876 | | SELECT SECTOR SPDR TR (XLV) |
183,595 |
-10,485 |
$26,807 | | XLV | 183,595 | -10,485 | $26,807 | | ISHARES TR (LQD) |
229,376 |
+18,185 |
$24,931 | | LQD | 229,376 | +18,185 | $24,931 | | FIRST TR EXCHANGE TRADED FD (FTSM) |
413,615 |
-46,128 |
$24,751 | | FTSM | 413,615 | -46,128 | $24,751 | | HOME DEPOT INC |
65,645 |
-14,274 |
$24,058 | | HD | 65,645 | -14,274 | $24,058 | | INNOVATOR ETFS TRUST (BUFF) |
542,393 |
-1,087,220 |
$23,914 | | BUFF | 542,393 | -1,087,220 | $23,914 |  BERKSHIRE HATHAWAY INC DEL |
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$23,606 | | BRK.B | 42,826 | -3,672 | $22,808 | | BRK.A | 1 | UNCH | $798 | | SPDR S&P 500 ETF TR (SPY) |
41,591 |
+585 |
$23,266 | | SPY | 41,591 | +585 | $23,266 | | SPDR SER TR (SPTM) |
338,776 |
+19,701 |
$23,040 | | SPTM | 338,776 | +19,701 | $23,040 | | ISHARES TR (IEF) |
230,036 |
+31,778 |
$21,939 | | IEF | 230,036 | +31,778 | $21,939 | | ALPHABET INC |
140,080 |
+4,386 |
$21,662 | | GOOGL | 140,080 | +4,386 | $21,662 | | ISHARES GOLD TR (IAU) |
360,502 |
+826 |
$21,255 | | IAU | 360,502 | +826 | $21,255 | | VISA INC |
60,250 |
-87,928 |
$21,115 | | V | 60,250 | -87,928 | $21,115 | | SPDR SER TR (BIL) |
222,655 |
+92,900 |
$20,424 | | BIL | 222,655 | +92,900 | $20,424 | | COSTCO WHSL CORP NEW |
20,934 |
-33,128 |
$19,799 | | COST | 20,934 | -33,128 | $19,799 | | BROADCOM INC |
113,531 |
+1,729 |
$19,009 | | AVGO | 113,531 | +1,729 | $19,009 | | MCDONALDS CORP |
60,229 |
+1,997 |
$18,814 | | MCD | 60,229 | +1,997 | $18,814 | | MERCK & CO INC |
203,453 |
+8,397 |
$18,262 | | MRK | 203,453 | +8,397 | $18,262 |
See Full List: All Stocks Held By Kingsview Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Kingsview Wealth Management LLC
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