Kingsview Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Kingsview Wealth Management, LLC reported 1,031 stock positions worth $4.2 billion. Its top holding was Monarch Procap Index ETF (MPRO) at 2.9% of the portfolio, followed by Apple (AAPL, 2.7%) and iShares Core S&P Total U.S. (ITOT, 2.7%). Compared with Q1 2024, it opened 123 new positions, sold out of 100, added to 512 and reduced 346. The biggest buy was American Tower (AMT, shares +255%) and the biggest sale Intel (INTC, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- GRANTS PASS, OR
- CIK
- 0001791965
- Portfolio Value
- $4.2B (Q2 2024)
- SEC Filing
- 0001791965-24-000006 ↗ filed Aug 14, 2024
Holdings Value
Holdings 1,031 stocks · $4.2B
| MPRO Monarch Procap Index ETF | 2.90% | 4,408,605 | $122.6M | Add +6.4% |
| AAPL Apple Inc. | 2.74% | 549,625 | $115.8M | Reduce -3.0% |
| ITOT iShares Core S&P Total U.S. | 2.73% | 972,977 | $115.6M | Add +9.2% |
| NVDA Nvidia Corp. | 2.59% | 888,689 | $109.8M | Reduce -3.8% |
| MBCE Monarch Blue Chips Elite Ind | 2.24% | 2,908,270 | $94.8M | Add +15.2% |
| AGG iShares Core U.S. Aggregate | 2.24% | 974,995 | $94.6M | Add +6.7% |
| MSFT Microsoft Corp. | 2.20% | 208,634 | $93.2M | Add +2.2% |
| AMZN Amazon.com Inc. | 1.98% | 433,547 | $83.8M | Add +4.2% |
| MAMB Monarch Ambass Inc. Indx ETF | 1.78% | 3,421,495 | $75.3M | Add +7.3% |
| BUFF Innovator Laddered Allocatio | 1.54% | 1,521,214 | $65.2M | Add +3.2% |
| MSSS Monarch Select Subsec in ETF | 1.27% | 2,141,045 | $53.7M | Reduce -5.1% |
| MVFG Monarch VF GLB Uncon ETF | 1.17% | 1,889,338 | $49.7M | Add +12.7% |
| LLY Eli Lilly & Co. | 1.13% | 52,830 | $47.8M | Add +4.3% |
| ORCL Oracle Corp. | 1.10% | 330,919 | $46.7M | Add +7.4% |
| XLK SS Technology Select Sector | 1.10% | 205,927 | $46.6M | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.07% | 94,487 | $45.3M | Add +1.6% |
| VGIT Vanguard Intermediate-Term T | 1.05% | 763,983 | $44.5M | Add +9.7% |
| BND Vanguard Total Bond Market | 1.05% | 613,936 | $44.2M | Add +9.9% |
| COST Costco Wholesale Corp. | 0.96% | 47,933 | $40.7M | Add +8.5% |
| MVFD Monarch Vol Fact DVD Ti ETF | 0.95% | 1,622,738 | $40.1M | Add +20.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.89% | 468,743 | $37.6M | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.85% | 289,784 | $35.9M | Add +8.7% |
| VOO Vanguard S&P 500 ETF | 0.78% | 65,951 | $33.0M | Add +22.0% |
| NFLX Netflix Inc. | 0.78% | 48,620 | $32.8M | Add +9.1% |
| MDPL Monarch Dividend Plus Index | 0.77% | 1,304,624 | $32.5M | Add +2.1% |
| V Visa Inc. Class A | 0.75% | 120,357 | $31.6M | Add +8.9% |
| GE General Electric filed as GE AEROSPACE | 0.71% | 188,589 | $30.0M | Add +7.8% |
| CRM Salesforce Inc. | 0.70% | 115,708 | $29.7M | Add +24.1% |
| MA Mastercard Inc. Class A | 0.65% | 62,227 | $27.5M | Add +10.6% |
| XLC SS Comm Select Sector SPDR | 0.65% | 319,143 | $27.3M | Reduce -6.9% |
| AMT American Tower Corp. | 0.63% | 136,684 | $26.6M | Add +254.8% |
| JPM JPMorgan Chase & Co. | 0.55% | 115,256 | $23.3M | Add +4.0% |
| HD Home Depot Inc. | 0.52% | 64,499 | $22.2M | Reduce -5.2% |
| FTC First Trust Large Cap Growth | 0.52% | 180,921 | $22.2M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.52% | 39,861 | $21.8M | Add +19.3% |
| JNJ Johnson & Johnson | 0.51% | 146,950 | $21.5M | Add +6.5% |
| XLV SS Health Care Select Sector | 0.50% | 145,801 | $21.3M | Add +6.5% |
| SGOV iShares 0-3 Month Treasury B | 0.50% | 208,773 | $21.0M | Add +3.0% |
| FDT First Trust Develp MKT Ex-US | 0.49% | 377,007 | $20.8M | Add +0.3% |
| FTA First Trust L C Val Alp | 0.49% | 281,175 | $20.7M | Add +0.6% |
| META Meta Platforms Inc. Class A | 0.47% | 39,178 | $19.8M | Add +49.8% |
| FTSM First Trust Enh Short Mat FD | 0.45% | 322,547 | $19.2M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 0.44% | 101,233 | $18.4M | Add +5.4% |
| MBB iShares MBS ETF | 0.43% | 199,080 | $18.3M | Add +6.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 31,889 | $17.4M | Add +29.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.40% | 158,733 | $17.0M | Add +7.0% |
| GOOG Alphabet Inc. Class C | 0.38% | 87,792 | $16.1M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 39,086 | $15.9M | Add +3.6% |
| CVX Chevron Corp. | 0.37% | 100,259 | $15.7M | Reduce -3.6% |
| VIG Vanguard Dividend Apprec ETF | 0.36% | 84,421 | $15.4M | Add +8.8% |
| IEF iShares 7-10 Year Treasury B | 0.36% | 161,835 | $15.2M | Add +13.8% |
| XOM Exxon Mobil Corp. | 0.35% | 130,041 | $15.0M | Add +5.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.35% | 500,608 | $14.9M | Add +4.1% |
| USFR Wisdomtree Floating Rate Tre | 0.35% | 291,121 | $14.6M | Reduce -3.4% |
| IAU iShares Gold Trust | 0.33% | 317,454 | $13.9M | Reduce -3.4% |
| JEPI JPMorgan Equity Premium Inco | 0.33% | 243,863 | $13.8M | Add +43.2% |
| AVGO Broadcom Inc. | 0.33% | 8,588 | $13.8M | Add +1.9% |
| MCD McDonald's Corp. | 0.33% | 54,100 | $13.8M | Add +5.9% |
| MGOV FT Intermed Govt Oppt ETF | 0.32% | 686,765 | $13.7M | Add +1.8% |
| XLP SS Consumer Staples Sel Sect | 0.32% | 179,149 | $13.7M | Reduce -3.6% |
| HYLS FT Tactical High Yield ETF | 0.32% | 336,667 | $13.7M | Add +3.3% |
| PEP Pepsico Inc. | 0.32% | 82,591 | $13.6M | Reduce -22.3% |
| XLY SS Consumer Disc Select Sect | 0.32% | 73,733 | $13.4M | Add +3.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.31% | 269,700 | $13.1M | Add +0.3% |
| PG The Procter & Gamble Co. | 0.29% | 75,401 | $12.4M | Add +11.8% |
| ABBV Abbvie Inc. | 0.29% | 71,829 | $12.3M | Add +14.7% |
| XLRE SS Real Estate Select Sector | 0.29% | 316,572 | $12.2M | Add +0.8% |
| WMT Walmart Inc. | 0.29% | 179,162 | $12.1M | Add +80.6% |
| CMCSA Comcast Corp. Class A | 0.29% | 309,148 | $12.1M | Add +1.7% |
| XLF SS Financial Select Sector | 0.28% | 283,699 | $11.7M | Add +37.2% |
| MO Altria Group Inc. | 0.27% | 254,137 | $11.6M | Add +14.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.27% | 320,066 | $11.2M | Add +2.1% |
| CAG Conagra Brands Inc. | 0.26% | 388,319 | $11.0M | Add +4421.1% |
| NEE Nextera Energy Inc. | 0.26% | 154,223 | $10.9M | Add +7.2% |
| CSCO Cisco Systems Inc. | 0.26% | 228,695 | $10.9M | Reduce -22.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.26% | 132,811 | $10.8M | Add +3.0% |
| MCHP Microchip Technology Inc. | 0.25% | 115,530 | $10.6M | Add +26.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 28,062 | $10.5M | Add +5.2% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 18,665 | $10.3M | Add +2.9% |
| AMGN Amgen Inc. | 0.24% | 32,842 | $10.3M | Reduce -48.2% |
| ADBE Adobe Inc. | 0.24% | 18,315 | $10.2M | Add +17.1% |
| CI The Cigna Group | 0.24% | 30,686 | $10.1M | Add +3.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 37,304 | $10.0M | Add +1.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.23% | 107,949 | $9.9M | Reduce -0.6% |
| ADI Analog Devices Inc. | 0.23% | 43,306 | $9.9M | Reduce -0.3% |
| SPGI S&P Global Inc. | 0.23% | 22,094 | $9.9M | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 99,201 | $9.8M | Add +10.3% |
| CVS CVS Health Corp. | 0.23% | 166,129 | $9.8M | Add +21.8% |
| DHR Danaher Corp. | 0.22% | 37,152 | $9.3M | Add +126.7% |
| LMBS First Trust Low Duration Opp | 0.22% | 189,943 | $9.1M | Add +0.0% |
| SPTI SS SPDR P Int Term TSY ETF | 0.22% | 325,611 | $9.1M | Add +5.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.21% | 28,684 | $9.0M | Add +0.0% |
| ELV Elevance Health Inc. | 0.21% | 16,601 | $9.0M | Add +2.2% |
| TSLA Tesla Inc. | 0.21% | 45,166 | $8.9M | Add +30.2% |
| ALSN Allison Transmission Holding | 0.21% | 116,160 | $8.8M | Add +0.7% |
| XLI SS Industrial Select Sector | 0.21% | 71,884 | $8.8M | Add +5.8% |
| OC Owens Corning | 0.21% | 50,389 | $8.8M | Reduce -3.6% |
| FANG Diamondback Energy Inc. | 0.20% | 43,226 | $8.7M | New |
| BLK BlackRock Finance Inc. | 0.20% | 10,978 | $8.6M | Add +1.4% |
| FEM First Trust Emerging Markets | 0.20% | 357,651 | $8.6M | Reduce -0.3% |
Options reported separately and not counted above: PROSHARES TR II calls ($31K), ACB calls ($653).
Other holdings (1): bonds, preferreds, convertibles and warrants · $36K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | 14,776 | $36K | No change |
Total filed on the 13F, all lines: $4.2B.
Portfolio Sells Q1 2024 → Q2 2024
| INTC Intel Corp. | Reduce -88.6% | 0.05% | −0.67 |
| QCOM Qualcomm Inc. | Reduce -58.3% | 0.20% | −0.23 |
| ALB Albemarle Corp. | Reduce -93.6% | 0.01% | −0.21 |
| AMGN Amgen Inc. | Reduce -48.2% | 0.24% | −0.21 |
| BMY Bristol-Myers Squibb Co. | Reduce -81.4% | 0.03% | −0.21 |
| NTAP Netapp Inc. | Reduce -89.2% | 0.03% | −0.20 |
| CMA Comerica Inc. | Reduce -93.2% | 0.01% | −0.20 |
| SBUX Starbucks Corp. | Reduce -50.4% | 0.13% | −0.19 |
| SWKS Skyworks Solutions Inc. | Reduce -89.5% | 0.02% | −0.18 |
| MSSS Monarch Select Subsec in ETF | Reduce -5.1% | 1.27% | −0.18 |
| GEV GE Vernova Inc. | Reduce -84.9% | 0.03% | −0.16 |
| JHG Janus Henderson Group PLC | Reduce -62.9% | 0.08% | −0.14 |
| PEP Pepsico Inc. | Reduce -22.3% | 0.32% | −0.14 |
| HD Home Depot Inc. | Reduce -5.2% | 0.52% | −0.13 |
| CSCO Cisco Systems Inc. | Reduce -22.0% | 0.26% | −0.11 |
| PSX Phillips 66 | Reduce -30.6% | 0.13% | −0.10 |
| REGL Prshrs S&P Mid 400 DVD Arist | Reduce -88.4% | 0.01% | −0.09 |
| LNC Lincoln National Corp. | Reduce -82.6% | 0.01% | −0.07 |
| IXC iShares Global Energy ETF | Sold out | 0.00% | −0.07 |
| SMLF iShares US Smallcap Equity F | Reduce -73.0% | 0.02% | −0.07 |
| URA Global X Uranium ETF | Sold out | 0.00% | −0.07 |
| IWD iShares Russell 1000 Value E | Reduce -46.7% | 0.07% | −0.07 |
| WRK Westrock Co. | Sold out | 0.00% | −0.07 |
| IAI iShares U.S. Broker-Dealers | Sold out | 0.00% | −0.07 |
| FDN First Trust DJ Internet Ind | Reduce -67.7% | 0.03% | −0.07 |
| WU Western Union Co. | Reduce -78.2% | 0.01% | −0.07 |
| MLKN Millerknoll Inc. | Reduce -65.5% | 0.04% | −0.07 |
| IYE iShares U.S. Energy ETF | Sold out | 0.00% | −0.07 |
| AVUV Avantis US Small Cap Value | Sold out | 0.00% | −0.07 |
| HNI Hni Corp. | Sold out | 0.00% | −0.07 |
| IWL iShares Russell Top 200 ETF | Sold out | 0.00% | −0.07 |
| MLPA Global X MLP ETF | Sold out | 0.00% | −0.07 |
| TLT iShares 20+ Year Treasury BD | Reduce -23.2% | 0.15% | −0.07 |
| IGE iShares North American Natur | Sold out | 0.00% | −0.06 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -42.8% | 0.06% | −0.06 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.06 |
| IAT iShares US Regional Banks Et | Sold out | 0.00% | −0.06 |
| EPI Wisdomtree India Earnings | Sold out | 0.00% | −0.06 |
| APA Apa Corp. | Reduce -67.2% | 0.02% | −0.06 |
| INFL Horizon Kinetics Infl Benef | Sold out | 0.00% | −0.06 |
| IUSG iShares Core S&P U.S. Growth | Reduce -73.8% | 0.02% | −0.06 |
| SMCI Super Micro Computer Inc. | Reduce -57.8% | 0.03% | −0.06 |
| FLOT iShares Floating Rate Bond E | Reduce -57.4% | 0.04% | −0.06 |
| SCS Steelcase Inc. Class A | Sold out | 0.00% | −0.06 |
| DRIV Global X Autonomous&elec-ETF | Sold out | 0.00% | −0.06 |
| EMGF iShares Emerging Markets Equ | Reduce -64.3% | 0.03% | −0.06 |
| PPH Vaneck Pharmaceutical ETF | Reduce -83.9% | 0.01% | −0.06 |
| GAP The Gap Inc. | Sold out | 0.00% | −0.06 |
| DMLP Dorchester Minerals LP | Reduce -9.5% | 0.20% | −0.06 |
| XLC SS Comm Select Sector SPDR | Reduce -6.9% | 0.65% | −0.06 |
Portfolio Buys Q1 2024 → Q2 2024
| AMT American Tower Corp. | Add +254.8% | 0.63% | +0.44 |
| CAG Conagra Brands Inc. | Add +4421.1% | 0.26% | +0.25 |
| FANG Diamondback Energy Inc. | New | 0.20% | +0.20 |
| WTW Willis Towers Watson PLC | New | 0.19% | +0.19 |
| CTSH Cognizant Tech Solutions-A | New | 0.19% | +0.19 |
| STLD Steel Dynamics Inc. | Add +1033.5% | 0.20% | +0.18 |
| MBCE Monarch Blue Chips Elite Ind | Add +15.2% | 2.24% | +0.17 |
| TAP Molson Coors Beverage Co. Class B | Add +4301.4% | 0.17% | +0.17 |
| BC Brunswick Corp. | New | 0.16% | +0.16 |
| MTN Vail Resorts Inc. | Add +2120.7% | 0.17% | +0.16 |
| ITOT iShares Core S&P Total U.S. | Add +9.2% | 2.73% | +0.15 |
| COST Costco Wholesale Corp. | Add +8.5% | 0.96% | +0.15 |
| META Meta Platforms Inc. Class A | Add +49.8% | 0.47% | +0.15 |
| LLY Eli Lilly & Co. | Add +4.3% | 1.13% | +0.14 |
| WMT Walmart Inc. | Add +80.6% | 0.29% | +0.14 |
| ORCL Oracle Corp. | Add +7.4% | 1.10% | +0.13 |
| PFE Pfizer Inc. | Add +223.0% | 0.20% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +22.0% | 0.78% | +0.13 |
| DHR Danaher Corp. | Add +126.7% | 0.22% | +0.12 |
| AMZN Amazon.com Inc. | Add +4.2% | 1.98% | +0.10 |
| NFLX Netflix Inc. | Add +9.1% | 0.78% | +0.10 |
| MVFG Monarch VF GLB Uncon ETF | Add +12.7% | 1.17% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +29.4% | 0.41% | +0.09 |
| JEPI JPMorgan Equity Premium Inco | Add +43.2% | 0.33% | +0.08 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.08% | +0.08 |
| IMCG iShares Morningstar Mid-Cap | Add +255.6% | 0.11% | +0.08 |
| HPQ HP Inc. | New | 0.08% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +19.3% | 0.52% | +0.07 |
| QUAL iShares MSCI USA Quality Fac | Add +417.3% | 0.09% | +0.07 |
| DAUG FT Vest U.S. Equity Deep Buf | New | 0.07% | +0.07 |
| KNTK Kinetik Holdings Inc. | New | 0.07% | +0.07 |
| IWB iShares Russell 1000 ETF | Add +313.4% | 0.10% | +0.07 |
| IOO iShares Global 100 ETF | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +5.4% | 0.44% | +0.07 |
| BKLC BNY Mellon US LRG Cap Cor | New | 0.07% | +0.07 |
| LRGF iShares US Equity Factor ETF | Add +81.3% | 0.16% | +0.07 |
| MVFD Monarch Vol Fact DVD Ti ETF | Add +20.3% | 0.95% | +0.07 |
| FDVV Fidelity High Dividend ETF | Add +408.1% | 0.09% | +0.07 |
| IYY iShares Dow Jones U.S. ETF | Add +985.8% | 0.08% | +0.07 |
| QQQM Invesco Nasdaq 100 ETF | Add +119.8% | 0.13% | +0.07 |
| IMTM iShares MSCI Intl Momentum F | New | 0.07% | +0.07 |
| IQLT iShares MSCI International Q | New | 0.07% | +0.07 |
| LGLV SPDR US LC Low Vol Idx | New | 0.07% | +0.07 |
| IHDG Wisdomtree International Hed | New | 0.07% | +0.07 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.07% | +0.07 |
| BBCA JPMorgan Betabuilders Canada | New | 0.07% | +0.07 |
| TFC Truist Financial Corp. | Add +101.5% | 0.14% | +0.07 |
| CMI Cummins Inc. | Add +291.6% | 0.09% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +122.4% | 0.12% | +0.06 |
| HEDJ Wisdomtree Europe Hedged Equ | Add +884.7% | 0.07% | +0.06 |
Options Activity Q1 2024 → Q2 2024
| PROSHARES TR II | call | New | 25,000 | $31K |
| SLV iShares Silver Trust | put | Sold out | 20,000 | $3Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,409 | $8.2B | MPRO, NVDA, SPYG, MAMB, MBCE |
| Q1 2026 | 1,311 | $7.3B | MPRO, AAPL, NVDA, MAMB, AGG |
| Q4 2025 | 1,229 | $6.9B | MPRO, AAPL, NVDA, SPYG, MAMB |
| Q3 2025 | 1,190 | $6.5B | MPRO, NVDA, MSFT, SPYG, MAMB |
| Q2 2025 | 1,160 | $5.9B | MPRO, AGG, NVDA, SPYG, MAMB |
| Q1 2025 | 1,086 | $5.3B | MPRO, AAPL, SGOV, AGG, MAMB |
| Q4 2024 | 1,098 | $5.1B | MPRO, AAPL, AGG, NVDA, SPYG |
| Q3 2024 | 1,082 | $4.8B | MPRO, ITOT, AAPL, MBCE, NVDA |
| Q2 2024 | 1,031 | $4.2B | MPRO, AAPL, ITOT, NVDA, MBCE |
| Q1 2024 | 1,007 | $4.0B | MPRO, ITOT, AAPL, AGG, MSFT |