Kingsview Wealth Management, LLC
CIK 1791965 · Holdings on Dec 31, 2024 · First reported Jan 28, 2025
Top ten holdings
Q4 2024- MPRO3.37%
- AAPL2.81%
- AGG2.43%
- NVDA2.41%
- SPYG2.20%
- MAMB2.12%
- AMZN2.12%
- MSSS2.07%
- MBCE2.04%
- MSFT1.75%
Share classes counted separately23.32%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPTIWeight increased · +1.46 pp0.10% → 1.56%Shares +2.72M (+1667.49%)
- SPYGWeight increased · +1.43 pp0.77% → 2.20%Shares +840.69K (+190.06%)
- BUFFWeight increased · +0.93 pp0.50% → 1.43%Shares +1.09M (+200.40%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MPROMONARCH PROCAP INDEX ETFMONARCH PROCAP I View history and evidence | $173.06M | 3.37% | 6.05M shares | 3.09% → 3.37%+0.28 pp +1.21M (+25.13%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $144.49M | 2.81% | 577.00K shares | 2.69% → 2.81%+0.12 pp +27.61K (+5.03%) | Added | ↗▾ |
| 03 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $124.68M | 2.43% | 1.29M shares | 2.02% → 2.43%+0.41 pp +339.64K (+35.86%) | Added | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $123.59M | 2.41% | 920.30K shares | 2.27% → 2.41%+0.14 pp +30.40K (+3.42%) | Added | ↗▾ |
| 05 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $112.78M | 2.20% | 1.28M shares | 0.77% → 2.20%+1.43 pp +840.69K (+190.06%) | Added | ↗▾ |
| 06 | MAMBMONARCH AMBASS INC INDX ETFMONARCH AMBASSAD View history and evidence | $108.77M | 2.12% | 4.91M shares | 1.90% → 2.12%+0.22 pp +1.01M (+26.04%) | Added | ↗▾ |
| 07 | AMZNAMAZON.COM INC View history and evidence | $108.74M | 2.12% | 495.63K shares | 1.87% → 2.12%+0.25 pp +18.56K (+3.89%) | Added | ↗▾ |
| 08 | MSSSMONARCH SELECT SUBSEC IN ETFMONARCH SEL SUBS View history and evidence | $106.29M | 2.07% | 3.87M shares | 1.27% → 2.07%+0.80 pp +1.78M (+85.26%) | Added | ↗▾ |
| 09 | MBCEMONARCH BLUE CHIPS ELITE INDMONARCH BLUE CH View history and evidence | $104.82M | 2.04% | 3.04M shares | 2.28% → 2.04%-0.24 pp -71.55K (-2.30%) | Reduced | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $89.62M | 1.75% | 212.61K shares | 1.90% → 1.75%-0.15 pp +2.11K (+1.00%) | Added | ↗▾ |
Options overlay 1
$1.00K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
REFRRESEARCH FRONTIERS INC View history and evidence | Call | 10.00K | $1.00K | +10.00K | ▾ |
1 / 1 options · preview only
Exited positions 109
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BC BRUNSWICK CORP | Non-derivative | -98,885 | -$8.29M | SEC filing ↗ | SEC filing ↗ |
| XHB SS SPDR S&P HOMEBLDRS ETF | Non-derivative | -63,554 | -$7.92M | SEC filing ↗ | SEC filing ↗ |
| MTN VAIL RESORTS INC | Non-derivative | -42,091 | -$7.34M | SEC filing ↗ | SEC filing ↗ |
3 / 109 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1791965 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5133777731
}Research all 1,099 reported holdings.
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