| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 26 | Q3 2023 | 4.8% |
| MICROSOFT CORP | 26 | Q3 2023 | 3.4% |
| AMAZON COM INC | 26 | Q3 2023 | 3.1% |
| ISHARES TR | 26 | Q3 2023 | 3.5% |
| SELECT SECTOR SPDR TR | 26 | Q3 2023 | 2.6% |
| HOME DEPOT INC | 26 | Q3 2023 | 2.8% |
| JPMORGAN CHASE & CO | 26 | Q3 2023 | 1.8% |
| JOHNSON & JOHNSON | 26 | Q3 2023 | 1.4% |
| SCHWAB STRATEGIC TR | 26 | Q3 2023 | 3.0% |
| ISHARES TR | 26 | Q3 2023 | 1.6% |
View Kingsview Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-02-17 |
| 13F-HR | 2021-12-03 |
View Kingsview Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.