Holdings Channel
Size ($ in 1000's)
At 12/31/2019: $883,715
At 09/30/2019: $636,489

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  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC      $31,687
     AAPL107,775+9,566$31,648
     Call15,800+15,300$39
     Put2,000+100$0
MICROSOFT CORP      $25,296
     MSFT160,369+48,808$25,291
     Call300+100$5
     Put300+300$0
INVESCO QQQ TR 78,466 +2,952 $16,683
     QQQ78,466+2,952$16,683
HOME DEPOT INC      $16,025
     HD73,382+6,341$16,025
     Call1,000+1,000$0
AMAZON COM INC      $14,754
     AMZN7,978+179$14,742
     Call100+100$15
     Put100+100$3
RYDEX ETF TRUST      $13,353
     GUG S&P500 EQ WT83,495+83,495$8,436
     GUG S&P500 PU GR10,879+10,879$1,140
     GUG S&P500 PU VA16,134+16,134$1,070
     GUG S&P MC400 PG5,804+5,804$894
     GUG S&P MC400 PV12,669+12,669$884
     GUG S&P SC600 PV7,260+7,260$531
     GUG S&P SC600 PG3,471+3,471$398
JPMORGAN CHASE & CO      $12,136
     JPM87,054+7,468$12,135
     Call200+200$1
     Put200+200$0
INVESCO EXCHNG TRADED FD TR (PHB) 518,806 +251,052 $9,992
     PHB518,806+251,052$9,992
ISHARES TR (AGG) 82,351 +4,543 $9,254
     AGG82,351+4,543$9,254
JOHNSON & JOHNSON      $9,131
     JNJ62,587+4,430$9,130
     Call300+300$1
SELECT SECTOR SPDR TR (XLU)      $8,931
     XLU138,210+90,469$8,931
     Put400+400$0
     Call3,200+3,200$0
SPDR S&P 500 ETF TR (SPY)      $8,102
     SPY25,174+4,776$8,102
     Put400+300$0
     Call1,200+1,100$0
NEXTERA ENERGY INC      $8,041
     NEE33,204+1,098$8,041
     Call300+300$0
SPDR GOLD TRUST (GLD)      $7,950
     GLD55,489+17,684$7,929
     Call4,400+3,800$21
     Put1,000+1,000$0
SCHWAB STRATEGIC TR 133,000 +54,181 $7,306
     SCHR133,000+54,181$7,306
VANGUARD WORLD FDS (VCR) 37,437 +2,137 $7,094
     VCR37,437+2,137$7,094
SPDR SERIES TRUST (SPSB)      $7,061
     SPSB186,297+174,455$5,745
     BLOOMBERG BRCLYS35,838+35,838$1,316
SCHWAB STRATEGIC TR 75,947 +15,290 $7,056
     SCHG75,947+15,290$7,056
SELECT SECTOR SPDR TR (XLK)      $7,027
     XLK76,644-1,040$7,026
     Call100+100$1
ISHARES TR (IHI) 25,605 -5 $6,768
     IHI25,605-5$6,768
CISCO SYS INC      $6,705
     CSCO139,806+16,600$6,705
     Call300-100$0
SELECT SECTOR SPDR TR (XLP)      $6,646
     XLP105,506+4,629$6,645
     Call400+400$1
ISHARES TR (LQD) 51,887 +25,524 $6,639
     LQD51,887+25,524$6,639
BAXTER INTL INC      $6,447
     BAX7,724+250$6,446
     Call400+400$1
MASTERCARD INC 21,005 +15,970 $6,272
     MA21,005+16,270$6,272
APPLIED INDL TECHNOLOGIES IN 93,300 UNCH $6,222
     AIT93,300UNCH$6,222
ISHARES GOLD TRUST (IAU) 421,320 +34,444 $6,109
     IAU421,320+34,444$6,109
STARBUCKS CORP      $5,986
     SBUX68,099+7,430$5,987
     Put1,400+1,300$1
     Call1,100+1,000$0
ABBOTT LABS 65,217 +11,285 $5,665
     ABT65,217+11,285$5,665
PEPSICO INC 41,026 +2,847 $5,607
     PEP41,026+2,847$5,607
VANGUARD GROUP (VIG) 43,041 +426 $5,366
     VIG43,041+426$5,366
CHEVRON CORP NEW      $5,239
     CVX43,472+3,911$5,239
     Call1,100+1,100$0
FACEBOOK INC      $5,065
     FB24,672+1,597$5,064
     Call100-300$2
     Put4,200+3,000$1
MEDTRONIC PLC 44,411 +1,935 $5,038
     MDT44,411+1,935$5,038
SCHWAB STRATEGIC TR 98,872 +33,792 $4,991
     SCHO98,872+33,792$4,991
ANALOG DEVICES INC      $4,960
     ADI41,725+2,103$4,959
     Call1,100+1,100$1
INVESCO EXCHNG TRADED FD TR (BAB) 155,014 +38,265 $4,909
     BAB155,014+38,265$4,909
SPDR SERIES TRUST (MDYV) 88,984 +30,452 $4,875
     MDYV88,984+30,452$4,875
PAYCHEX INC      $4,849
     PAYX57,003+1,321$4,849
     Call100-100$0
TRUIST FINL CORP 86,017 +86,017 $4,844
     TFC86,017+86,017$4,844
ORACLE CORP      $4,783
     ORCL90,388+941$4,789
     Put2,400+2,400$6
     Call800+800$0
LOCKHEED MARTIN CORP      $4,764
     LMT12,232+400$4,763
     Call200+200$1
SPDR SERIES TRUST (MDYG) 83,352 +38,064 $4,759
     MDYG83,352+38,064$4,759
BROADCOM INC 14,810 +8,589 $4,680
     AVGO14,810+8,589$4,680
INVESCO EXCHANGE TRADED FD T (RPG) 35,813 -5,983 $4,540
     RPG35,813-5,983$4,540
EVERSOURCE ENERGY 53,312 +2,067 $4,535
     ES53,312+2,067$4,535
SELECT SECTOR SPDR TR (XLE) 74,379 -1,410 $4,466
     XLE74,379-1,410$4,466
POWERSHARES ETF TR II      $4,417
     FDM HG YLD RAFI181,648+181,648$3,442
     INSUR NATL MUN10,281+10,281$265
     PWRSHS SP500 LOW5,809+5,809$246
     TXBLE MUN PRTFLO7,906+7,906$243
     PFD PORTFOLIO14,875+14,875$221
MCDONALDS CORP      $4,394
     MCD22,234+5,000$4,394
     Put100+100$0
VISA INC      $4,313
     V22,938+2,443$4,310
     Call100-1,800$3

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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