$2.02 Billion is the total value of Kingsview Wealth Management, LLC's 999 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAU | New | ISHARES GOLD TRishares new | $4,868,000 | – | 143,982 | +100.0% | 0.24% | – |
| TAIL | New | CAMBRIA ETF TRtail risk | $2,417,000 | – | 129,434 | +100.0% | 0.12% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $2,362,000 | – | 64,083 | +100.0% | 0.12% | – |
| OVV | New | OVINTIV INC | $2,277,000 | – | 69,122 | +100.0% | 0.11% | – |
| THO | New | THOR INDS INC | $1,840,000 | – | 15,839 | +100.0% | 0.09% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $1,821,000 | – | 26,918 | +100.0% | 0.09% | – |
| AROC | New | ARCHROCK INC | $1,781,000 | – | 193,804 | +100.0% | 0.09% | – |
| CNC | New | CENTENE CORP DEL | $1,731,000 | – | 23,503 | +100.0% | 0.09% | – |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $1,747,000 | – | 27,862 | +100.0% | 0.09% | – |
| EOG | New | EOG RES INC | $1,730,000 | – | 20,121 | +100.0% | 0.08% | – |
| HCI | New | HCI GROUP INC | $1,702,000 | – | 17,312 | +100.0% | 0.08% | – |
| KALU | New | KAISER ALUMINUM CORP | $1,701,000 | – | 13,666 | +100.0% | 0.08% | – |
| DXJ | New | WISDOMTREE TRjapn hedge eqt | $1,621,000 | – | 26,455 | +100.0% | 0.08% | – |
| PXI | New | INVESCO EXCHANGE TRADED FD Tdwa energy mnt | $1,540,000 | – | 48,853 | +100.0% | 0.08% | – |
| BBY | New | BEST BUY INC | $1,523,000 | – | 13,090 | +100.0% | 0.08% | – |
| ALSN | New | ALLISON TRANSMISSION HLDGS I | $1,482,000 | – | 37,219 | +100.0% | 0.07% | – |
| XEC | New | CIMAREX ENERGY CO | $1,368,000 | – | 18,521 | +100.0% | 0.07% | – |
| OIH | New | VANECK VECTORS ETF TRoil svcs etf | $1,313,000 | – | 5,763 | +100.0% | 0.06% | – |
| XRAY | New | DENTSPLY SIRONA INC | $1,246,000 | – | 19,465 | +100.0% | 0.06% | – |
| SCU | New | SCULPTOR CAP MGMT | $1,205,000 | – | 48,418 | +100.0% | 0.06% | – |
| TIPT | New | TIPTREE INC | $1,216,000 | – | 128,219 | +100.0% | 0.06% | – |
| SSP | New | SCRIPPS E W CO OHIOcl a new | $1,196,000 | – | 57,522 | +100.0% | 0.06% | – |
| SABR | New | SABRE CORP | $1,178,000 | – | 93,558 | +100.0% | 0.06% | – |
| EVR | New | EVERCORE INCclass a | $1,154,000 | – | 8,123 | +100.0% | 0.06% | – |
| CASY | New | CASEYS GEN STORES INC | $1,136,000 | – | 5,817 | +100.0% | 0.06% | – |
| R | New | RYDER SYS INC | $1,086,000 | – | 14,225 | +100.0% | 0.05% | – |
| SYLD | New | CAMBRIA ETF TR | $1,064,000 | – | 16,441 | +100.0% | 0.05% | – |
| IIIN | New | INSTEEL INDS INC | $1,055,000 | – | 32,320 | +100.0% | 0.05% | – |
| KBE | New | SPDR SER TRs&p bk etf | $1,052,000 | – | 20,286 | +100.0% | 0.05% | – |
| SMH | New | VANECK VECTORS ETF TRsemiconductor et | $1,033,000 | – | 3,998 | +100.0% | 0.05% | – |
| SPHB | New | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $986,000 | – | 12,918 | +100.0% | 0.05% | – |
| JETS | New | ETF SER SOLUTIONSus glb jets | $981,000 | – | 39,832 | +100.0% | 0.05% | – |
| WSM | New | WILLIAMS SONOMA INC | $947,000 | – | 5,910 | +100.0% | 0.05% | – |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $950,000 | – | 10,762 | +100.0% | 0.05% | – |
| AVNT | New | AVIENT CORPORATION | $925,000 | – | 18,783 | +100.0% | 0.05% | – |
| MEI | New | METHODE ELECTRS INC | $936,000 | – | 18,741 | +100.0% | 0.05% | – |
| IVOV | New | VANGUARD ADMIRAL FDS INCmidcp 400 val | $915,000 | – | 5,605 | +100.0% | 0.04% | – |
| CRS | New | CARPENTER TECHNOLOGY CORP | $906,000 | – | 22,454 | +100.0% | 0.04% | – |
| NXST | New | NEXSTAR MEDIA GROUP INCcl a | $876,000 | – | 5,786 | +100.0% | 0.04% | – |
| HPQ | New | HP INC | $848,000 | – | 27,956 | +100.0% | 0.04% | – |
| ELY | New | CALLAWAY GOLF CO | $849,000 | – | 25,325 | +100.0% | 0.04% | – |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $800,000 | – | 9,072 | +100.0% | 0.04% | – |
| RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $802,000 | – | 10,316 | +100.0% | 0.04% | – |
| DOX | New | AMDOCS LTD | $805,000 | – | 10,191 | +100.0% | 0.04% | – |
| MU | New | MICRON TECHNOLOGY INC | $815,000 | – | 10,168 | +100.0% | 0.04% | – |
| WMB | New | WILLIAMS COS INC | $797,000 | – | 29,739 | +100.0% | 0.04% | – |
| KIE | New | SPDR SER TRs&p ins etf | $794,000 | – | 20,327 | +100.0% | 0.04% | – |
| APOG | New | APOGEE ENTERPRISES INC | $767,000 | – | 18,426 | +100.0% | 0.04% | – |
| SDIV | New | GLOBAL X FDSglb x superdiv | $776,000 | – | 54,808 | +100.0% | 0.04% | – |
| IVLU | New | ISHARES TRmsci intl vlu ft | $765,000 | – | 29,522 | +100.0% | 0.04% | – |
| EIG | New | EMPLOYERS HLDGS INC | $758,000 | – | 17,581 | +100.0% | 0.04% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sr | $750,000 | – | 15,150 | +100.0% | 0.04% | – |
| AEO | New | AMERICAN EAGLE OUTFITTERS IN | $679,000 | – | 18,060 | +100.0% | 0.03% | – |
| FOVL | New | ISHARES TRfocusd val fac | $682,000 | – | 12,269 | +100.0% | 0.03% | – |
| BHE | New | BENCHMARK ELECTRS INC | $685,000 | – | 24,008 | +100.0% | 0.03% | – |
| VSH | New | VISHAY INTERTECHNOLOGY INC | $662,000 | – | 29,491 | +100.0% | 0.03% | – |
| EWZ | New | ISHARES INCmsci brazil etf | $677,000 | – | 17,063 | +100.0% | 0.03% | – |
| KRE | New | SPDR SER TRs&p regl bkg | $665,000 | – | 10,057 | +100.0% | 0.03% | – |
| MNRO | New | MONRO INC | $672,000 | – | 10,433 | +100.0% | 0.03% | – |
| CNO | New | CNO FINL GROUP INC | $656,000 | – | 27,566 | +100.0% | 0.03% | – |
| TMUS | New | T-MOBILE US INC | $639,000 | – | 4,396 | +100.0% | 0.03% | – |
| XSVM | New | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $626,000 | – | 12,211 | +100.0% | 0.03% | – |
| RZV | New | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $621,000 | – | 6,457 | +100.0% | 0.03% | – |
| INT | New | WORLD FUEL SVCS CORP | $626,000 | – | 19,397 | +100.0% | 0.03% | – |
| PXD | New | PIONEER NAT RES CO | $551,000 | – | 3,291 | +100.0% | 0.03% | – |
| GCI | New | GANNETT CO INC | $550,000 | – | 102,000 | +100.0% | 0.03% | – |
| DVN | New | DEVON ENERGY CORP NEW | $547,000 | – | 18,256 | +100.0% | 0.03% | – |
| USCI | New | UNITED STS COMMODITY INDEX F | $536,000 | – | 13,232 | +100.0% | 0.03% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $497,000 | – | 4,801 | +100.0% | 0.02% | – |
| DMAY | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $482,000 | – | 14,281 | +100.0% | 0.02% | – |
| WYNN | New | WYNN RESORTS LTD | $441,000 | – | 3,605 | +100.0% | 0.02% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $419,000 | – | 9,672 | +100.0% | 0.02% | – |
| MCY | New | MERCURY GENL CORP NEW | $423,000 | – | 6,434 | +100.0% | 0.02% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $404,000 | – | 13,690 | +100.0% | 0.02% | – |
| BGFV | New | BIG 5 SPORTING GOODS CORP | $377,000 | – | 14,000 | +100.0% | 0.02% | – |
| IGRO | New | ISHARES TRintl div grwth | $384,000 | – | 5,681 | +100.0% | 0.02% | – |
| JEPI | New | J P MORGAN EXCHANGE-TRADED Fequity premium | $391,000 | – | 6,467 | +100.0% | 0.02% | – |
| ACCO | New | ACCO BRANDS CORP | $362,000 | – | 41,183 | +100.0% | 0.02% | – |
| FMB | New | FIRST TR EXCH TRADED FD IIImanagd mun etf | $371,000 | – | 6,481 | +100.0% | 0.02% | – |
| KRO | New | KRONOS WORLDWIDE INC | $356,000 | – | 24,932 | +100.0% | 0.02% | – |
| KAPR | New | INNOVATOR ETFS TRrussell 2000 pwr | $337,000 | – | 12,179 | +100.0% | 0.02% | – |
| XBI | New | SPDR SER TRs&p biotech | $339,000 | – | 2,449 | +100.0% | 0.02% | – |
| BSCQ | New | INVESCO EXCH TRD SLF IDX FD | $345,000 | – | 16,033 | +100.0% | 0.02% | – |
| SYF | New | SYNCHRONY FINANCIAL | $345,000 | – | 7,066 | +100.0% | 0.02% | – |
| ALLY | New | ALLY FINL INC | $351,000 | – | 6,975 | +100.0% | 0.02% | – |
| ILMN | New | ILLUMINA INC | $338,000 | – | 719 | +100.0% | 0.02% | – |
| PSL | New | INVESCO EXCHANGE TRADED FD Tdwa staples | $316,000 | – | 3,359 | +100.0% | 0.02% | – |
| SAM | New | BOSTON BEER INCcl a | $318,000 | – | 329 | +100.0% | 0.02% | – |
| OLN | New | OLIN CORP | $324,000 | – | 6,976 | +100.0% | 0.02% | – |
| RMD | New | RESMED INC | $326,000 | – | 1,316 | +100.0% | 0.02% | – |
| SZNE | New | PACER FDS TRcfra stval eql | $325,000 | – | 8,514 | +100.0% | 0.02% | – |
| QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $301,000 | – | 2,690 | +100.0% | 0.02% | – |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $312,000 | – | 4,074 | +100.0% | 0.02% | – |
| APTV | New | APTIV PLC | $311,000 | – | 1,961 | +100.0% | 0.02% | – |
| EVA | New | ENVIVA PARTNERS LP | $300,000 | – | 5,605 | +100.0% | 0.02% | – |
| SBNY | New | SIGNATURE BK NEW YORK N Y | $304,000 | – | 1,215 | +100.0% | 0.02% | – |
| UL | New | UNILEVER PLCspon adr new | $298,000 | – | 5,068 | +100.0% | 0.02% | – |
| OSK | New | OSHKOSH CORP | $275,000 | – | 2,189 | +100.0% | 0.01% | – |
| LVS | New | LAS VEGAS SANDS CORP | $276,000 | – | 5,192 | +100.0% | 0.01% | – |
| ONEY | New | SPDR SER TRrussell yield | $275,000 | – | 2,885 | +100.0% | 0.01% | – |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $286,000 | – | 6,482 | +100.0% | 0.01% | – |
| FEMS | New | FIRST TR EXCH TRD ALPHDX FDem sml cp alph | $288,000 | – | 6,178 | +100.0% | 0.01% | – |
| DLR | New | DIGITAL RLTY TR INC | $276,000 | – | 1,840 | +100.0% | 0.01% | – |
| PKB | New | INVESCO EXCHANGE TRADED FD Tdynmc bldg con | $256,000 | – | 5,130 | +100.0% | 0.01% | – |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $271,000 | – | 15,270 | +100.0% | 0.01% | – |
| IRM | New | IRON MTN INC NEW | $245,000 | – | 5,737 | +100.0% | 0.01% | – |
| LDUR | New | PIMCO ETF TRenhncd lw dur ac | $249,000 | – | 2,446 | +100.0% | 0.01% | – |
| MGM | New | MGM RESORTS INTERNATIONAL | $246,000 | – | 5,646 | +100.0% | 0.01% | – |
| K | New | KELLOGG CO | $247,000 | – | 3,855 | +100.0% | 0.01% | – |
| JSML | New | JANUS DETROIT STR TRhendersn cap etf | $247,000 | – | 3,602 | +100.0% | 0.01% | – |
| IWC | New | ISHARES TRmicro-cap etf | $233,000 | – | 1,515 | +100.0% | 0.01% | – |
| TRU | New | TRANSUNION | $243,000 | – | 2,198 | +100.0% | 0.01% | – |
| EQIX | New | EQUINIX INC | $250,000 | – | 314 | +100.0% | 0.01% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $252,000 | – | 1,064 | +100.0% | 0.01% | – |
| DKS | New | DICKS SPORTING GOODS INC | $240,000 | – | 2,365 | +100.0% | 0.01% | – |
| NIE | New | VIRTUS ALLIANZGI EQUITY & CO | $244,000 | – | 8,025 | +100.0% | 0.01% | – |
| ARVN | New | ARVINAS INC | $233,000 | – | 2,867 | +100.0% | 0.01% | – |
| RF | New | REGIONS FINANCIAL CORP NEW | $225,000 | – | 11,012 | +100.0% | 0.01% | – |
| BK | New | BANK NEW YORK MELLON CORP | $228,000 | – | 4,434 | +100.0% | 0.01% | – |
| EZM | New | WISDOMTREE TRus midcap fund | $225,000 | – | 4,260 | +100.0% | 0.01% | – |
| CPRT | New | COPART INC | $219,000 | – | 1,627 | +100.0% | 0.01% | – |
| ICVT | New | ISHARES TRconv bd etf | $216,000 | – | 2,117 | +100.0% | 0.01% | – |
| COIN | New | COINBASE GLOBAL INC | $217,000 | – | 898 | +100.0% | 0.01% | – |
| HEGD | New | LISTED FD TRswan hedged eqty | $216,000 | – | 11,930 | +100.0% | 0.01% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $220,000 | – | 2,409 | +100.0% | 0.01% | – |
| QQQE | New | DIREXION SHS ETF TRnas100 eql wgt | $202,000 | – | 2,426 | +100.0% | 0.01% | – |
| CFX | New | COLFAX CORP | $202,000 | – | 4,328 | +100.0% | 0.01% | – |
| IWB | New | ISHARES TRrus 1000 etf | $211,000 | – | 867 | +100.0% | 0.01% | – |
| DJP | New | BARCLAYS BANK PLCdjubs cmdt etn36 | $205,000 | – | 7,518 | +100.0% | 0.01% | – |
| OKE | New | ONEOK INC NEW | $211,000 | – | 3,698 | +100.0% | 0.01% | – |
| XAR | New | SPDR SER TRaerospace def | $209,000 | – | 1,579 | +100.0% | 0.01% | – |
| GPS | New | GAP INC | $210,000 | – | 6,275 | +100.0% | 0.01% | – |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $204,000 | – | 7,436 | +100.0% | 0.01% | – |
| TXG | New | 10X GENOMICS INC | $201,000 | – | 1,058 | +100.0% | 0.01% | – |
| TUEM | New | TUESDAY MORNING CORP | $162,000 | – | 36,705 | +100.0% | 0.01% | – |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $165,000 | – | 11,700 | +100.0% | 0.01% | – |
| PSFE | New | PAYSAFE LIMITEDord | $118,000 | – | 10,000 | +100.0% | 0.01% | – |
| GPM | New | GUGGENHEIM ENHANCED EQT INCM | $97,000 | – | 11,144 | +100.0% | 0.01% | – |
| JQC | New | NUVEEN CR STRATEGIES INCOME | $78,000 | – | 11,530 | +100.0% | 0.00% | – |
| NTIP | New | NETWORK-1 TECHNOLOGIES INC | $81,000 | – | 24,000 | +100.0% | 0.00% | – |
| NML | New | NEUBERGER BERMAN MLP & ENERG | $52,000 | – | 10,360 | +100.0% | 0.00% | – |
| SO | New | SOUTHERN COput | $3,000 | – | 2,000 | +100.0% | 0.00% | – |
| ILMN | New | ILLUMINA INCcall | $5,000 | – | 200 | +100.0% | 0.00% | – |
| TWTR | New | TWITTER INCput | $0 | – | 200 | +100.0% | 0.00% | – |
| JBHT | New | HUNT J B TRANS SVCS INCcall | $2,000 | – | 600 | +100.0% | 0.00% | – |
| IYR | New | ISHARES TRcall | $0 | – | 200 | +100.0% | 0.00% | – |
| HAL | New | HALLIBURTON COput | $0 | – | 600 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES INCcall | $3,000 | – | 2,000 | +100.0% | 0.00% | – |
| SLV | New | ISHARES SILVER TRcall | $0 | – | 500 | +100.0% | 0.00% | – |
| SLV | New | ISHARES SILVER TRput | $1,000 | – | 2,500 | +100.0% | 0.00% | – |
| FCX | New | FREEPORT-MCMORAN INCcall | $2,000 | – | 400 | +100.0% | 0.00% | – |
| XLE | New | SELECT SECTOR SPDR TRput | $0 | – | 100 | +100.0% | 0.00% | – |
| XLE | New | SELECT SECTOR SPDR TRcall | $0 | – | 100 | +100.0% | 0.00% | – |
| JD | New | JD.COM INCcall | $1,000 | – | 100 | +100.0% | 0.00% | – |
| KHC | New | KRAFT HEINZ COcall | $0 | – | 1,200 | +100.0% | 0.00% | – |
| ETSY | New | ETSY INCcall | $3,000 | – | 100 | +100.0% | 0.00% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fcall | $0 | – | 400 | +100.0% | 0.00% | – |
| LB | New | L BRANDS INCcall | $1,000 | – | 200 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS INTERNATIONALcall | $1,000 | – | 300 | +100.0% | 0.00% | – |
| DVN | New | DEVON ENERGY CORP NEWcall | $5,000 | – | 1,700 | +100.0% | 0.00% | – |
| PLAY | New | DAVE & BUSTERS ENTMT INCcall | $1,000 | – | 300 | +100.0% | 0.00% | – |
| LUV | New | SOUTHWEST AIRLS COcall | $0 | – | 100 | +100.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCput | $2,000 | – | 400 | +100.0% | 0.00% | – |
| MU | New | MICRON TECHNOLOGY INCcall | $1,000 | – | 800 | +100.0% | 0.00% | – |
| CMCSA | New | COMCAST CORP NEWcall | $0 | – | 100 | +100.0% | 0.00% | – |
| V | New | VISA INCput | $0 | – | 400 | +100.0% | 0.00% | – |
| NTES | New | NETEASE INCcall | $1,000 | – | 300 | +100.0% | 0.00% | – |
| COF | New | CAPITAL ONE FINL CORPcall | $2,000 | – | 300 | +100.0% | 0.00% | – |
| CPB | New | CAMPBELL SOUP COcall | $0 | – | 500 | +100.0% | 0.00% | – |
| BA | New | BOEING COcall | $0 | – | 100 | +100.0% | 0.00% | – |
| BBY | New | BEST BUY INCcall | $2,000 | – | 400 | +100.0% | 0.00% | – |
| NUE | New | NUCOR CORPcall | $1,000 | – | 300 | +100.0% | 0.00% | – |
| BIDU | New | BAIDU INCcall | $1,000 | – | 200 | +100.0% | 0.00% | – |
| ORCL | New | ORACLE CORPput | $0 | – | 600 | +100.0% | 0.00% | – |
| WYNN | New | WYNN RESORTS LTDput | $2,000 | – | 300 | +100.0% | 0.00% | – |
| AMAT | New | APPLIED MATLS INCcall | $2,000 | – | 300 | +100.0% | 0.00% | – |
| PYPL | New | PAYPAL HLDGS INCput | $0 | – | 400 | +100.0% | 0.00% | – |
| PFE | New | PFIZER INCcall | $0 | – | 200 | +100.0% | 0.00% | – |
| AMZN | New | AMAZON COM INCput | $2,000 | – | 100 | +100.0% | 0.00% | – |
| MO | New | ALTRIA GROUP INCcall | $1,000 | – | 600 | +100.0% | 0.00% | – |
| PFE | New | PFIZER INCput | $0 | – | 100 | +100.0% | 0.00% | – |
| AL | New | AIR LEASE CORPput | $1,000 | – | 200 | +100.0% | 0.00% | – |
| PG | New | PROCTER AND GAMBLE COput | $1,000 | – | 600 | +100.0% | 0.00% | – |
| AMD | New | ADVANCED MICRO DEVICES INCput | $1,000 | – | 2,600 | +100.0% | 0.00% | – |
| AMD | New | ADVANCED MICRO DEVICES INCcall | $5,000 | – | 400 | +100.0% | 0.00% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG Lcall | $0 | – | 200 | +100.0% | 0.00% | – |
| SPY | New | SPDR S&P 500 ETF TRput | $9,000 | – | 3,300 | +100.0% | 0.00% | – |
| SBUX | New | STARBUCKS CORPput | $1,000 | – | 300 | +100.0% | 0.00% | – |
| IRM | New | IRON MTN INC NEWcall | $0 | – | 200 | +100.0% | 0.00% | – |
| EEM | New | ISHARES TRcall | $1,000 | – | 900 | +100.0% | 0.00% | – |
| TGT | New | TARGET CORPcall | $0 | – | 100 | +100.0% | 0.00% | – |
| TDOC | New | TELADOC HEALTH INCput | $1,000 | – | 200 | +100.0% | 0.00% | – |
| INTU | New | INTUITcall | $1,000 | – | 100 | +100.0% | 0.00% | – |
| LUV | New | SOUTHWEST AIRLS COput | $4,000 | – | 2,800 | +100.0% | 0.00% | – |
| INTC | New | INTEL CORPput | $1,000 | – | 200 | +100.0% | 0.00% | – |
| INTC | New | INTEL CORPcall | $1,000 | – | 200 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-17
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 | 2024-05-09 |
| 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 |
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.