Kingsview Wealth Management, LLC Portfolio Holdings
Q3 2025•1,169 long positions•$6.5B portfolio value
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Holding1,285 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $201.0M 3.09% | -$47.4M Sold | — 6.6M shares | 8.1M → 6.6M −$47.4M | -19.07% | — — | Q1 2021 Held for 4y 8m | |
Semiconductors Technology | $178.3M 2.74% | -$1.4M Sold | 0.004% 955.7K shares | 963.1K → 955.7K −$1.4M | -0.77% | $4.54T Mega Cap | Q3 2019 Held for 6y 2m | |
Software - Infrastructure Technology | $151.3M 2.32% | +$40.6M Bought | 0.004% 292.1K shares | 213.8K → 292.1K +$40.6M | +36.61% | $3.85T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $144.9M 2.23% | +$3.4M Bought | — 1.4M shares | 1.4M → 1.4M +$3.4M | +2.4% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $142.0M 2.18% | +$11.0M Bought | — 6.0M shares | 5.5M → 6.0M +$11.0M | +8.36% | — — | Q1 2021 Held for 4y 8m | |
Consumer Electronics Technology | $139.7M 2.15% | -$777.1K Sold | 0.004% 548.8K shares | 551.9K → 548.8K −$777.1K | -0.55% | $3.78T Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $119.6M 1.84% | -$40.3M Sold | — 1.2M shares | 1.6M → 1.2M −$40.3M | -25.18% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $119.3M 1.83% | +$10.6M Bought | — 3.8M shares | 3.5M → 3.8M +$10.6M | +9.75% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $118.3M 1.82% | +$24.4M Bought | — 3.9M shares | 3.1M → 3.9M +$24.4M | +26.02% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $115.6M 1.78% | +$9.9M Bought | — 3.1M shares | 2.9M → 3.1M +$9.9M | +9.34% | — — | Q1 2021 Held for 4y 8m | |
Software - Infrastructure Technology | $94.1M 1.44% | -$12.7M Sold | 0.012% 334.4K shares | 379.6K → 334.4K −$12.7M | -11.91% | $801.76B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $87.2M 1.34% | +$7.7M Bought | — 3.0M shares | 2.8M → 3.0M +$7.7M | +9.69% | — — | Q1 2020 Held for 5y 8m | |
Specialty Retail Consumer Cyclical | $80.7M 1.24% | -$1.2M Sold | 0.003% 367.6K shares | 373.2K → 367.6K −$1.2M | -1.52% | $2.34T Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $74.8M 1.15% | +$9.9M Bought | — 122.2K shares | 106.0K → 122.2K +$9.9M | +15.28% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $74.7M 1.15% | +$2.4M Bought | — 2.8M shares | 2.7M → 2.8M +$2.4M | +3.34% | — — | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $71.0M 1.09% | +$45.4M Bought | 0.004% 96.7K shares | 34.9K → 96.7K +$45.4M | +177.2% | $1.84T Mega Cap | Q2 2021 Held for 4y 5m | |
Aerospace & Defense Industrials | $63.7M 0.979% | +$1.6M Bought | 0.02% 211.7K shares | 206.3K → 211.7K +$1.6M | +2.62% | $319.00B Mega Cap | Q3 2020 Held for 5y 2m | |
Drug Manufacturers - General Healthcare | $63.6M 0.978% | +$8.5M Bought | 0.009% 83.4K shares | 72.3K → 83.4K +$8.5M | +15.37% | $684.00B Mega Cap | Q3 2018 Held for 7y 2m | |
ETF ETF | $63.4M 0.974% | +$2.7M Bought | — 1.8M shares | 1.7M → 1.8M +$2.7M | +4.51% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $61.5M 0.944% | -$2.1M Sold | — 102.4K shares | 105.8K → 102.4K −$2.1M | -3.27% | — — | Q4 2021 Held for 3y 11m | |
Information Technology Services Technology | $60.8M 0.934% | +$52.2M Bought | 0.023% 215.5K shares | 30.3K → 215.5K +$52.2M | +611.09% | $262.84B Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $59.8M 0.918% | +$5.9M Bought | — 2.3M shares | 2.1M → 2.3M +$5.9M | +11.04% | — — | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $56.2M 0.864% | +$8.7M Bought | 0.014% 60.7K shares | 51.4K → 60.7K +$8.7M | +18.23% | $410.27B Mega Cap | Q1 2020 Held for 5y 8m | |
Entertainment Communication Services | $55.3M 0.849% | +$3.8M Bought | 0.011% 46.1K shares | 43.0K → 46.1K +$3.8M | +7.3% | $509.45B Mega Cap | Q3 2017 Held for 8y 2m | |
ETF ETF | $54.4M 0.836% | -$2.3M Sold | — 2.1M shares | 2.1M → 2.1M −$2.3M | -4.03% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $51.1M 0.785% | -$15.2M Sold | — 181.2K shares | 235.1K → 181.2K −$15.2M | -22.94% | — — | Q2 2018 Held for 7y 5m | |
Semiconductors Technology | $51.0M 0.784% | +$4.6M Bought | 0.031% 277.7K shares | 252.7K → 277.7K +$4.6M | +9.89% | $167.04B Large Cap | Q1 2017 Held for 8y 8m | |
Financial - Credit Services Financial Services | $50.5M 0.776% | +$4.8M Bought | 0.01% 88.8K shares | 80.5K → 88.8K +$4.8M | +10.42% | $514.21B Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $49.5M 0.761% | +$47.1M Bought | — 568.1K shares | 28.5K → 568.1K +$47.1M | +1,892.57% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $46.2M 0.71% | +$46.2M New | — 1.1M shares | 0 → 1.1M +$46.2M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $44.7M 0.687% | -$351.2K Sold | — 1.6M shares | 1.6M → 1.6M −$351.2K | -0.78% | — — | Q3 2024 Held for 1y 2m | |
Travel Services Consumer Cyclical | $44.4M 0.683% | +$41.0M Bought | 0.025% 8.2K shares | 630.0 → 8.2K +$41.0M | +1,206.19% | $174.99B Large Cap | Q1 2017 Held for 8y 8m | |
Banks - Diversified Financial Services | $41.8M 0.642% | +$2.3M Bought | 0.005% 132.4K shares | 125.1K → 132.4K +$2.3M | +5.91% | $867.35B Mega Cap | Q3 2021 Held for 4y 2m | |
Semiconductors Technology | $37.8M 0.581% | +$104.9K Bought | 0.002% 114.6K shares | 114.2K → 114.6K +$104.9K | +0.28% | $1.56T Mega Cap | Q1 2020 Held for 5y 8m | |
Internet Content & Information Communication Services | $35.7M 0.549% | +$2.2M Bought | 0.001% 147.0K shares | 138.1K → 147.0K +$2.2M | +6.46% | $2.95T Mega Cap | Q1 2017 Held for 8y 8m | |
Unknown Unknown | $35.6M 0.547% | +$10.4M Bought | — 489.7K shares | 347.4K → 489.7K +$10.4M | +40.94% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $32.5M 0.499% | -$6.2M Sold | — 233.5K shares | 278.2K → 233.5K −$6.2M | -16.06% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $32.1M 0.493% | +$11.1M Bought | — 332.9K shares | 218.1K → 332.9K +$11.1M | +52.65% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $31.0M 0.476% | +$1.0M Bought | — 384.5K shares | 371.8K → 384.5K +$1.0M | +3.4% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $30.9M 0.475% | -$6.7M Sold | — 125.1K shares | 152.1K → 125.1K −$6.7M | -17.72% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $30.4M 0.467% | +$11.7M Bought | — 387.9K shares | 238.9K → 387.9K +$11.7M | +62.37% | — — | Q3 2017 Held for 8y 2m | |
ETF ETF | $29.4M 0.451% | +$28.2M Bought | — 327.7K shares | 12.9K → 327.7K +$28.2M | +2,438.29% | — — | Q3 2020 Held for 5y 2m | |
Unknown Unknown | $27.8M 0.426% | +$10.3M Bought | — 845.8K shares | 533.4K → 845.8K +$10.3M | +58.59% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $26.4M 0.405% | +$2.7M Bought | — 287.4K shares | 258.4K → 287.4K +$2.7M | +11.24% | — — | Q3 2022 Held for 3y 2m | |
Home Improvement Consumer Cyclical | $25.9M 0.397% | +$53.5K Bought | 0.006% 63.8K shares | 63.7K → 63.8K +$53.5K | +0.21% | $403.32B Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $25.4M 0.39% | -$2.9M Sold | — 38.2K shares | 42.5K → 38.2K −$2.9M | -10.28% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $25.3M 0.389% | +$10.3M Bought | — 52.8K shares | 31.4K → 52.8K +$10.3M | +68.15% | — — | Q1 2017 Held for 8y 8m | |
Unknown Unknown | $24.6M 0.377% | +$261.6K Bought | — 502.9K shares | 497.5K → 502.9K +$261.6K | +1.08% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $23.1M 0.355% | -$515.1K Sold | — 386.1K shares | 394.7K → 386.1K −$515.1K | -2.18% | — — | Q1 2019 Held for 6y 8m | |
Auto - Manufacturers Consumer Cyclical | $22.5M 0.346% | +$508.3K Bought | 0.002% 50.7K shares | 49.5K → 50.7K +$508.3K | +2.31% | $1.48T Mega Cap | Q3 2021 Held for 4y 2m |
