Holdings Channel
Size ($ in 1000's)
At 03/31/2025: $5,307,739
At 12/31/2024: $5,133,784

Kingsview 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

Kingsview Wealth Management LLC Top Holdings
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.

   EntityAmountChange
 12/31/2024 to 03/31/2025
Position Size
($ in 1000's)
NORTHERN LTS FD TR IV 6,059,656 +10,818 $175,003
     MPRO6,059,656+10,818$175,003
APPLE INC 716,147 +139,151 $159,078
     AAPL716,147+139,151$159,078
ISHARES TR (SGOV) 1,283,761 +1,091,557 $129,236
     SGOV1,283,761+1,091,557$129,236
ISHARES TR (AGG) 1,275,465 -11,186 $126,169
     AGG1,275,465-11,186$126,169
NORTHERN LTS FD TR IV 5,378,106 +467,576 $122,621
     MAMB5,378,106+467,576$122,621
NVIDIA CORPORATION 987,285 +66,986 $107,002
     NVDA987,285+66,986$107,002
NORTHERN LTS FD TR IV 3,811,620 -54,900 $103,371
     MSSS3,811,620-54,900$103,371
SPDR SER TR (SPYG) 1,279,544 -3,464 $102,837
     SPYG1,279,544-3,464$102,837
AMAZON COM INC 526,608 +30,977 $100,192
     AMZN526,608+30,977$100,192
NORTHERN LTS FD TR IV 2,803,995 -237,761 $93,822
     MBCC2,803,995-237,761$93,822
NORTHERN LTS FD TR IV 3,248,669 +1,072,520 $81,802
     MVFG3,248,669+1,072,520$81,802
MICROSOFT CORP 215,087 +2,474 $80,741
     MSFT215,087+2,474$80,741
SPDR SER TR (SPTI) 2,721,082 -160,427 $77,769
     SPTI2,721,082-160,427$77,769
NORTHERN LTS FD TR IV 2,665,174 +715,969 $68,335
     MVFD2,665,174+715,969$68,335
ELI LILLY & CO 69,445 +5,600 $57,355
     LLY69,445+5,600$57,355
NORTHERN LTS FD TR IV 2,119,674 -184,657 $55,641
     MDPL2,119,674-184,657$55,641
META PLATFORMS INC 94,478 +52,455 $54,454
     META94,478+52,455$54,454
ORACLE CORP 380,496 +49,829 $53,197
     ORCL380,496+49,829$53,197
SPDR SER TR (SPAB) 2,054,045 -144,088 $52,460
     SPAB2,054,045-144,088$52,460
GE AEROSPACE 250,218 +17,952 $50,081
     GE250,218+17,952$50,081
VANGUARD INDEX FDS (VOO) 96,759 +5,663 $49,725
     VOO96,759+5,663$49,725
NETFLIX INC 52,632 +3,938 $49,081
     NFLX52,632+3,938$49,081
INNOVATOR ETFS TRUST (SFLR) 1,561,728 +1,210,207 $49,023
     SFLR1,561,728+1,210,207$49,023
MASTERCARD INCORPORATED 85,188 +9,006 $46,693
     MA85,188+9,006$46,693
INVESCO QQQ TR 98,747 +695 $46,305
     QQQ98,747+695$46,305
SELECT SECTOR SPDR TR (XLK) 217,262 +2,591 $44,860
     XLK217,262+2,591$44,860
DANAHER CORPORATION 208,359 +167,564 $42,714
     DHR208,359+167,564$42,714
SALESFORCE INC 152,467 +18,350 $40,916
     CRM152,467+18,350$40,916
INNOVATOR ETFS TRUST (JAJL) 1,356,308 +1,339,755 $36,851
     JAJL1,356,308+1,339,755$36,851
SIMON PPTY GROUP INC NEW 221,232 +219,742 $36,742
     SPG221,232+219,742$36,742
SELECT SECTOR SPDR TR (XLC) 379,926 -16,716 $36,644
     XLC379,926-16,716$36,644
JPMORGAN CHASE & CO. 124,173 +1,795 $30,460
     JPM124,173+1,795$30,460
ISHARES TR (MBB) 286,589 +29,036 $26,876
     MBB286,589+29,036$26,876
SELECT SECTOR SPDR TR (XLV) 183,595 -10,485 $26,807
     XLV183,595-10,485$26,807
ISHARES TR (LQD) 229,376 +18,185 $24,931
     LQD229,376+18,185$24,931
FIRST TR EXCHANGE TRADED FD (FTSM) 413,615 -46,128 $24,751
     FTSM413,615-46,128$24,751
HOME DEPOT INC 65,645 -14,274 $24,058
     HD65,645-14,274$24,058
INNOVATOR ETFS TRUST (BUFF) 542,393 -1,087,220 $23,914
     BUFF542,393-1,087,220$23,914
BERKSHIRE HATHAWAY INC DEL      $23,606
     BRK.B42,826-3,672$22,808
     BRK.A1UNCH$798
SPDR S&P 500 ETF TR (SPY) 41,591 +585 $23,266
     SPY41,591+585$23,266
SPDR SER TR (SPTM) 338,776 +19,701 $23,040
     SPTM338,776+19,701$23,040
ISHARES TR (IEF) 230,036 +31,778 $21,939
     IEF230,036+31,778$21,939
ALPHABET INC 140,080 +4,386 $21,662
     GOOGL140,080+4,386$21,662
ISHARES GOLD TR (IAU) 360,502 +826 $21,255
     IAU360,502+826$21,255
VISA INC 60,250 -87,928 $21,115
     V60,250-87,928$21,115
SPDR SER TR (BIL) 222,655 +92,900 $20,424
     BIL222,655+92,900$20,424
COSTCO WHSL CORP NEW 20,934 -33,128 $19,799
     COST20,934-33,128$19,799
BROADCOM INC 113,531 +1,729 $19,009
     AVGO113,531+1,729$19,009
MCDONALDS CORP 60,229 +1,997 $18,814
     MCD60,229+1,997$18,814
MERCK & CO INC 203,453 +8,397 $18,262
     MRK203,453+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

Kingsview Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com | Copyright © 2013 - 2025, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.