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Size ($ in 1000's)
At 06/30/2024: $4,232,505
At 03/31/2024: $3,985,915Kingsview Wealth Management LLC AUM history
Kingsview Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kingsview Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 06/30/2024, below is a summary of the Kingsview Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Kingsview Wealth Management LLC.
In the Kingsview Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Kingsview Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Kingsview Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
03/31/2024 to 06/30/2024 |
Position Size
($ in 1000's) |
|---|
| NORTHERN LTS FD TR IV |
4,408,605 |
+265,825 |
$122,603 | | MPRO | 4,408,605 | +265,825 | $122,603 | | APPLE INC |
549,625 |
-17,196 |
$115,762 | | AAPL | 549,625 | -17,196 | $115,762 | | ISHARES TR (ITOT) |
972,977 |
+82,031 |
$115,570 | | ITOT | 972,977 | +82,031 | $115,570 | | NVIDIA CORPORATION |
888,689 |
+796,345 |
$109,789 | | NVDA | 888,689 | +796,345 | $109,789 | | NORTHERN LTS FD TR IV |
2,908,270 |
+382,834 |
$94,810 | | MBCC | 2,908,270 | +382,834 | $94,810 | | ISHARES TR (AGG) |
974,995 |
+61,588 |
$94,643 | | AGG | 974,995 | +61,588 | $94,643 | | MICROSOFT CORP |
208,634 |
+4,525 |
$93,249 | | MSFT | 208,634 | +4,525 | $93,249 | | AMAZON COM INC |
433,547 |
+17,489 |
$83,783 | | AMZN | 433,547 | +17,489 | $83,783 | | NORTHERN LTS FD TR IV |
3,421,495 |
+231,786 |
$75,317 | | MAMB | 3,421,495 | +231,786 | $75,317 | | INNOVATOR ETFS TRUST (BUFF) |
1,521,214 |
+47,020 |
$65,215 | | BUFF | 1,521,214 | +47,020 | $65,215 | | NORTHERN LTS FD TR IV |
2,141,045 |
-114,063 |
$53,726 | | MSSS | 2,141,045 | -114,063 | $53,726 | | NORTHERN LTS FD TR IV |
1,889,338 |
+213,265 |
$49,676 | | MVFG | 1,889,338 | +213,265 | $49,676 | | ELI LILLY & CO |
52,830 |
+2,199 |
$47,831 | | LLY | 52,830 | +2,199 | $47,831 | | ORACLE CORP |
330,919 |
+22,805 |
$46,726 | | ORCL | 330,919 | +22,805 | $46,726 | | SELECT SECTOR SPDR TR (XLK) |
205,927 |
+1,491 |
$46,587 | | XLK | 205,927 | +1,491 | $46,587 | | INVESCO QQQ TR |
94,487 |
+1,480 |
$45,270 | | QQQ | 94,487 | +1,480 | $45,270 | | VANGUARD SCOTTSDALE FDS (VGIT) |
763,983 |
+67,327 |
$44,487 | | VGIT | 763,983 | +67,327 | $44,487 | | VANGUARD BD INDEX FDS (BND) |
613,936 |
+55,517 |
$44,234 | | BND | 613,936 | +55,517 | $44,234 | | COSTCO WHSL CORP NEW |
47,933 |
+3,768 |
$40,742 | | COST | 47,933 | +3,768 | $40,742 | | NORTHERN LTS FD TR IV |
1,622,738 |
+273,491 |
$40,082 | | MVFD | 1,622,738 | +273,491 | $40,082 | | SPDR SER TR (SPYG) |
468,743 |
-7,158 |
$37,560 | | SPYG | 468,743 | -7,158 | $37,560 | | MERCK & CO INC |
289,784 |
+23,241 |
$35,875 | | MRK | 289,784 | +23,241 | $35,875 | | VANGUARD INDEX FDS (VOO) |
65,951 |
+11,908 |
$32,984 | | VOO | 65,951 | +11,908 | $32,984 | | NETFLIX INC |
48,620 |
+4,050 |
$32,813 | | NFLX | 48,620 | +4,050 | $32,813 | | NORTHERN LTS FD TR IV |
1,304,624 |
+27,052 |
$32,465 | | MDPL | 1,304,624 | +27,052 | $32,465 | | VISA INC |
120,357 |
+9,877 |
$31,590 | | V | 120,357 | +9,877 | $31,590 | | GE AEROSPACE |
188,589 |
+13,580 |
$29,980 | | GE | 188,589 | +13,580 | $29,980 | | SALESFORCE INC |
115,708 |
+22,504 |
$29,748 | | CRM | 115,708 | +22,504 | $29,748 | | MASTERCARD INCORPORATED |
62,227 |
+5,954 |
$27,452 | | MA | 62,227 | +5,954 | $27,452 | | SELECT SECTOR SPDR TR (XLC) |
319,143 |
-23,682 |
$27,338 | | XLC | 319,143 | -23,682 | $27,338 | | AMERICAN TOWER CORP NEW |
136,684 |
+98,156 |
$26,569 | | AMT | 136,684 | +98,156 | $26,569 | | JPMORGAN CHASE & CO. |
115,256 |
+4,384 |
$23,312 | | JPM | 115,256 | +4,384 | $23,312 | | HOME DEPOT INC |
64,499 |
-3,540 |
$22,203 | | HD | 64,499 | -3,540 | $22,203 | | FIRST TRUST LRGCP GWT ALPHAD (FTC) |
180,921 |
+39 |
$22,168 | | FTC | 180,921 | +39 | $22,168 | | ISHARES TR (IVV) |
39,861 |
+6,436 |
$21,813 | | IVV | 39,861 | +6,436 | $21,813 | | JOHNSON & JOHNSON |
146,950 |
+9,008 |
$21,478 | | JNJ | 146,950 | +9,008 | $21,478 | | SELECT SECTOR SPDR TR (XLV) |
145,801 |
+8,855 |
$21,251 | | XLV | 145,801 | +8,855 | $21,251 | | ISHARES TR (SGOV) |
208,773 |
+6,023 |
$21,026 | | SGOV | 208,773 | +6,023 | $21,026 | | FIRST TR EXCH TRD ALPHDX FD (FDT) |
377,007 |
+1,044 |
$20,758 | | FDT | 377,007 | +1,044 | $20,758 | | FIRST TR LRG CP VL ALPHADEX (FTA) |
281,175 |
+1,604 |
$20,694 | | FTA | 281,175 | +1,604 | $20,694 | | META PLATFORMS INC |
39,178 |
+13,030 |
$19,754 | | META | 39,178 | +13,030 | $19,754 | | FIRST TR EXCHANGE TRADED FD (FTSM) |
322,547 |
+2,644 |
$19,224 | | FTSM | 322,547 | +2,644 | $19,224 | | ALPHABET INC |
101,233 |
+5,220 |
$18,440 | | GOOGL | 101,233 | +5,220 | $18,440 | | ISHARES TR (MBB) |
199,080 |
+11,972 |
$18,278 | | MBB | 199,080 | +11,972 | $18,278 | | SPDR S&P 500 ETF TR (SPY) |
31,889 |
+7,236 |
$17,355 | | SPY | 31,889 | +7,236 | $17,355 | | ISHARES TR (LQD) |
158,733 |
+10,407 |
$17,003 | | LQD | 158,733 | +10,407 | $17,003 |  BERKSHIRE HATHAWAY INC DEL |
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$16,512 | | BRK.B | 39,086 | +1,368 | $15,900 | | BRK.A | 1 | UNCH | $612 | | ALPHABET INC |
87,792 |
-521 |
$16,103 | | GOOG | 87,792 | -521 | $16,103 | | CHEVRON CORP NEW |
100,259 |
-3,759 |
$15,683 | | CVX | 100,259 | -3,759 | $15,683 | | VANGUARD SPECIALIZED FUNDS (VIG) |
84,421 |
+6,804 |
$15,411 | | VIG | 84,421 | +6,804 | $15,411 |
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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