Kingsview Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Kingsview Wealth Management, LLC reported 1,098 stock positions worth $5.1 billion. Its top holding was Monarch Procap Index ETF (MPRO) at 3.4% of the portfolio, followed by Apple (AAPL, 2.8%) and iShares Core U.S. Aggregate (AGG, 2.4%). Compared with Q3 2024, it opened 125 new positions, sold out of 109, added to 526 and reduced 408. The biggest buy was SS SPDR P Int Term TSY ETF (SPTI, shares +1667%) and the biggest sale iShares Core S&P Total U.S. (ITOT, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- GRANTS PASS, OR
- CIK
- 0001791965
- Portfolio Value
- $5.1B (Q4 2024)
- SEC Filing
- 0001791965-25-000001 ↗ filed Jan 28, 2025
Holdings Value
Holdings 1,098 stocks · $5.1B
| MPRO Monarch Procap Index ETF | 3.37% | 6,048,838 | $173.1M | Add +25.1% |
| AAPL Apple Inc. | 2.81% | 576,996 | $144.5M | Add +5.0% |
| AGG iShares Core U.S. Aggregate | 2.43% | 1,286,651 | $124.7M | Add +35.9% |
| NVDA Nvidia Corp. | 2.41% | 920,299 | $123.6M | Add +3.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.20% | 1,283,008 | $112.8M | Add +190.1% |
| MAMB Monarch Ambass Inc. Indx ETF | 2.12% | 4,910,530 | $108.8M | Add +26.0% |
| AMZN Amazon.com Inc. | 2.12% | 495,631 | $108.7M | Add +3.9% |
| MSSS Monarch Select Subsec in ETF | 2.07% | 3,866,520 | $106.3M | Add +85.3% |
| MBCE Monarch Blue Chips Elite Ind | 2.04% | 3,041,756 | $104.8M | Reduce -2.3% |
| MSFT Microsoft Corp. | 1.75% | 212,613 | $89.6M | Add +1.0% |
| SPTI SS SPDR P Int Term TSY ETF | 1.56% | 2,881,509 | $80.3M | Add +1667.5% |
| BUFF Innovator Laddered Allocatio | 1.43% | 1,629,613 | $73.2M | Add +200.4% |
| MDPL Monarch Dividend Plus Index | 1.14% | 2,304,331 | $58.3M | Add +78.8% |
| MVFG Monarch VF GLB Uncon ETF | 1.11% | 2,176,149 | $57.0M | Add +9.1% |
| ORCL Oracle Corp. | 1.07% | 330,667 | $55.1M | Reduce -4.1% |
| SPAB SS SPDR P Agg Bond ETF | 1.07% | 2,198,133 | $54.9M | New |
| MVFD Monarch Vol Fact DVD Ti ETF | 0.99% | 1,949,205 | $50.6M | Add +4.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.98% | 98,052 | $50.1M | Reduce -0.9% |
| XLK SS Technology Select Sector | 0.97% | 214,671 | $49.9M | Add +22.9% |
| COST Costco Wholesale Corp. | 0.96% | 54,062 | $49.5M | Add +6.1% |
| LLY Eli Lilly & Co. | 0.96% | 63,845 | $49.3M | Add +16.8% |
| VOO Vanguard S&P 500 ETF | 0.96% | 91,096 | $49.1M | Add +2.8% |
| V Visa Inc. Class A | 0.91% | 148,178 | $46.8M | Add +10.8% |
| CRM Salesforce Inc. | 0.87% | 134,117 | $44.8M | Add +2.2% |
| NFLX Netflix Inc. | 0.85% | 48,694 | $43.4M | Reduce -8.4% |
| MA Mastercard Inc. Class A | 0.78% | 76,182 | $40.1M | Add +10.5% |
| GE General Electric filed as GE AEROSPACE | 0.75% | 232,266 | $38.7M | Add +10.2% |
| XLC SS Comm Select Sector SPDR | 0.75% | 396,642 | $38.4M | Add +1083.2% |
| EMR Emerson Electric Co. | 0.71% | 293,289 | $36.3M | Add +1182.6% |
| AMT American Tower Corp. | 0.61% | 170,909 | $31.3M | Add +19.0% |
| HD Home Depot Inc. | 0.61% | 79,919 | $31.1M | Add +24.9% |
| JPM JPMorgan Chase & Co. | 0.57% | 122,378 | $29.3M | Add +3.6% |
| FTSM First Trust Enh Short Mat FD | 0.54% | 459,743 | $27.5M | Reduce -9.0% |
| XLV SS Health Care Select Sector | 0.52% | 194,080 | $26.7M | Add +6.6% |
| AVGO Broadcom Inc. | 0.50% | 111,802 | $25.9M | Add +14.2% |
| GOOGL Alphabet Inc. Class A | 0.50% | 135,694 | $25.7M | Add +15.8% |
| META Meta Platforms Inc. Class A | 0.48% | 42,023 | $24.6M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 41,006 | $24.0M | Reduce -5.4% |
| MBB iShares MBS ETF | 0.46% | 257,553 | $23.6M | Add +70.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.44% | 319,075 | $22.8M | Add +4157.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.44% | 211,191 | $22.6M | Add +85.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 46,498 | $21.1M | Reduce -20.6% |
| JNJ Johnson & Johnson | 0.40% | 142,365 | $20.6M | Reduce -6.5% |
| XLP SS Consumer Staples Sel Sect | 0.40% | 258,594 | $20.3M | Reduce -20.9% |
| TSLA Tesla Inc. | 0.39% | 49,001 | $19.8M | Add +11.8% |
| MRK Merck & Co. Inc. | 0.38% | 195,056 | $19.4M | Reduce -43.5% |
| SGOV iShares 0-3 Month Treasury B | 0.38% | 192,204 | $19.3M | Reduce -4.8% |
| FTC First Trust Large Cap Growth | 0.37% | 138,056 | $19.1M | Reduce -11.8% |
| IEF iShares 7-10 Year Treasury B | 0.36% | 198,258 | $18.3M | Reduce -15.9% |
| XLRE SS Real Estate Select Sector | 0.36% | 449,600 | $18.3M | Reduce -39.0% |
| IAU iShares Gold Trust | 0.35% | 359,676 | $17.8M | Reduce -23.5% |
| IVV iShares Core S&P 500 ETF | 0.34% | 29,649 | $17.5M | Reduce -29.0% |
| FTA First Trust L C Val Alp | 0.34% | 226,691 | $17.3M | Reduce -7.4% |
| MCD McDonald's Corp. | 0.33% | 58,232 | $16.9M | Add +2.2% |
| ITOT iShares Core S&P Total U.S. | 0.33% | 131,198 | $16.9M | Reduce -87.7% |
| XLY SS Consumer Disc Select Sect | 0.33% | 74,373 | $16.7M | Add +682.8% |
| VIG Vanguard Dividend Apprec ETF | 0.32% | 84,571 | $16.6M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 0.32% | 226,662 | $16.2M | Add +54.5% |
| GOOG Alphabet Inc. Class C | 0.31% | 84,888 | $16.2M | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.30% | 144,843 | $15.6M | Add +8.7% |
| CVX Chevron Corp. | 0.30% | 105,085 | $15.2M | Reduce -8.8% |
| XLF SS Financial Select Sector | 0.29% | 310,026 | $15.0M | Add +156.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.29% | 181,596 | $14.9M | Add +159.4% |
| TGT Target Corp. | 0.28% | 108,151 | $14.6M | Add +542.5% |
| PG The Procter & Gamble Co. | 0.26% | 80,492 | $13.5M | Add +1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.26% | 32,396 | $13.3M | Reduce -5.4% |
| XSD SS SPDR S&P Semiconductor | 0.26% | 52,951 | $13.2M | Add +832.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.26% | 256,364 | $13.1M | Add +3.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.25% | 436,612 | $13.0M | Reduce -3.9% |
| TXN Texas Instruments Inc. | 0.25% | 69,356 | $13.0M | Add +3.7% |
| SSNC Ss&c Technologies Holdings | 0.25% | 170,247 | $12.9M | Add +32.4% |
| PEP Pepsico Inc. | 0.25% | 84,607 | $12.9M | Reduce -0.5% |
| CMCSA Comcast Corp. Class A | 0.25% | 339,629 | $12.7M | Add +5.8% |
| AMGN Amgen Inc. | 0.25% | 48,586 | $12.7M | Add +7.3% |
| XAR SS SPDR S&P Aerospace Def | 0.25% | 76,176 | $12.6M | Add +51.3% |
| JEPI JPMorgan Equity Premium Inco | 0.24% | 217,996 | $12.5M | Add +11.8% |
| ABBV Abbvie Inc. | 0.24% | 68,602 | $12.2M | Reduce -7.4% |
| IHI iShares U.S. Medical Devices | 0.23% | 206,678 | $12.1M | Add +71.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.23% | 129,755 | $11.9M | Add +5.0% |
| SCHG Schwab US Large-Cap Growth | 0.23% | 421,641 | $11.8M | Add +15.9% |
| SCHD Schwab US DVD Equity ETF | 0.22% | 422,621 | $11.5M | Add +35.3% |
| PEJ Invesco Leisure & Entertainm | 0.22% | 220,150 | $11.5M | New |
| SFLR Innovator Eqty MGD Floor ETF | 0.22% | 351,521 | $11.5M | Add +104.5% |
| KR Kroger Co. | 0.22% | 186,527 | $11.4M | Add +9.7% |
| XPH SS SPDR S&P Pharma ETF | 0.22% | 264,888 | $11.4M | New |
| XSW SS SPDR S&P Soft & Serv ETF | 0.22% | 60,107 | $11.4M | New |
| G Genpact Ltd. | 0.22% | 263,431 | $11.3M | Add +2.0% |
| KIE SS SPDR S&P Insurance ETF | 0.22% | 199,388 | $11.3M | Add +65.6% |
| KBWP Invesco KBW Property & Casua | 0.22% | 97,074 | $11.3M | Add +65.8% |
| XLI SS Industrial Select Sector | 0.22% | 84,952 | $11.2M | Add +401.8% |
| ALSN Allison Transmission Holding | 0.22% | 103,024 | $11.1M | Reduce -11.2% |
| LMBS First Trust Low Duration Opp | 0.22% | 228,616 | $11.1M | Reduce -10.4% |
| IHF iShares U.S. Healthcare Prov | 0.21% | 228,913 | $11.0M | Add +95.7% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 20,297 | $10.6M | Add +9.1% |
| LOW Lowe's Cos Inc. | 0.20% | 42,369 | $10.5M | Add +11.0% |
| WTW Willis Towers Watson PLC | 0.20% | 33,160 | $10.4M | Add +7.1% |
| SPGI S&P Global Inc. | 0.20% | 20,736 | $10.3M | Add +0.0% |
| HSY The Hershey Co. | 0.20% | 60,407 | $10.2M | Add +641.1% |
| CTSH Cognizant Tech Solutions-A | 0.20% | 131,676 | $10.1M | Add +11.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.20% | 29,216 | $10.0M | Add +2.9% |
Options reported separately and not counted above: REFR calls ($1K).
Portfolio Sells Q3 2024 → Q4 2024
| ITOT iShares Core S&P Total U.S. | Reduce -87.7% | 0.33% | −2.49 |
| VGIT Vanguard Intermediate-Term T | Reduce -97.2% | 0.03% | −1.15 |
| BND Vanguard Total Bond Market | Reduce -90.8% | 0.10% | −1.11 |
| BALT Inn Defined Wealth Shield | Reduce -89.3% | 0.11% | −0.96 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -93.2% | 0.04% | −0.69 |
| XLB SS Materials Select Sector | Reduce -95.0% | 0.02% | −0.54 |
| MRK Merck & Co. Inc. | Reduce -43.5% | 0.38% | −0.45 |
| XLRE SS Real Estate Select Sector | Reduce -39.0% | 0.36% | −0.34 |
| MBCE Monarch Blue Chips Elite Ind | Reduce -2.3% | 2.04% | −0.24 |
| CSCO Cisco Systems Inc. | Reduce -68.0% | 0.09% | −0.18 |
| EQT Eqt Corp. | Reduce -94.5% | 0.01% | −0.18 |
| OC Owens Corning | Reduce -88.5% | 0.02% | −0.17 |
| XLP SS Consumer Staples Sel Sect | Reduce -20.9% | 0.40% | −0.17 |
| MCHP Microchip Technology Inc. | Reduce -91.3% | 0.01% | −0.17 |
| BC Brunswick Corp. | Sold out | 0.00% | −0.17 |
| IVV iShares Core S&P 500 ETF | Reduce -29.0% | 0.34% | −0.17 |
| XHB SS SPDR S&P Homebldrs ETF | Sold out | 0.00% | −0.17 |
| ORCL Oracle Corp. | Reduce -4.1% | 1.07% | −0.16 |
| ITB iShares U.S. Home Constructi | Reduce -91.2% | 0.01% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -20.6% | 0.41% | −0.16 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −0.15 |
| IAU iShares Gold Trust | Reduce -23.5% | 0.35% | −0.14 |
| PBJ Invesco Food & Beverage ETF | Sold out | 0.00% | −0.14 |
| NKE Nike Inc. Class B | Reduce -81.9% | 0.02% | −0.14 |
| DIS The Walt Disney Co. | Reduce -63.8% | 0.09% | −0.14 |
| TLT iShares 20+ Year Treasury BD | Reduce -32.1% | 0.17% | −0.13 |
| IEF iShares 7-10 Year Treasury B | Reduce -15.9% | 0.36% | −0.13 |
| BAB Invesco Taxable Municipal Bo | Reduce -36.7% | 0.15% | −0.12 |
| JNJ Johnson & Johnson | Reduce -6.5% | 0.40% | −0.12 |
| SCHR Schwab Intermediate-Term US | Reduce -64.7% | 0.05% | −0.10 |
| FTSM First Trust Enh Short Mat FD | Reduce -9.0% | 0.54% | −0.10 |
| SUSA iShares ESG Optimized MSCI U | Sold out | 0.00% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -34.5% | 0.15% | −0.09 |
| DMAY FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.08 |
| BLK BlackRock Inc. | Reduce -32.3% | 0.15% | −0.07 |
| AIA iShares Asia 50 ETF | Sold out | 0.00% | −0.07 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -56.5% | 0.05% | −0.07 |
| FLJH Franklin Ftse JPN Hedged ETF | Sold out | 0.00% | −0.07 |
| ABBV Abbvie Inc. | Reduce -7.4% | 0.24% | −0.07 |
| IMCG iShares Morningstar Mid-Cap | Reduce -60.6% | 0.04% | −0.07 |
| FTA First Trust L C Val Alp | Reduce -7.4% | 0.34% | −0.07 |
| RDIV Invesco S&P Ultra Dividend | Sold out | 0.00% | −0.07 |
| ACWV iShares MSCI Global Min Vol | Reduce -81.1% | 0.01% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Reduce -66.5% | 0.03% | −0.07 |
| IPAC iShares Core MSCI Pacific Et | Sold out | 0.00% | −0.07 |
| QGRO American Century US Quality | Sold out | 0.00% | −0.07 |
| RECS Columbia Resear Enh Cor ETF | Sold out | 0.00% | −0.07 |
| BKLC BNY Mellon US LRG Cap Cor | Sold out | 0.00% | −0.07 |
| RPV Invesco S&P 500 Pure Value E | Sold out | 0.00% | −0.07 |
| FLQL Franklin U.S. Large Cap Mult | Sold out | 0.00% | −0.07 |
Portfolio Buys Q3 2024 → Q4 2024
| SPTI SS SPDR P Int Term TSY ETF | Add +1667.5% | 1.56% | +1.47 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +190.1% | 2.20% | +1.43 |
| SPAB SS SPDR P Agg Bond ETF | New | 1.07% | +1.07 |
| BUFF Innovator Laddered Allocatio | Add +200.4% | 1.43% | +0.92 |
| MSSS Monarch Select Subsec in ETF | Add +85.3% | 2.07% | +0.80 |
| XLC SS Comm Select Sector SPDR | Add +1083.2% | 0.75% | +0.68 |
| EMR Emerson Electric Co. | Add +1182.6% | 0.71% | +0.66 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +4157.7% | 0.44% | +0.43 |
| AGG iShares Core U.S. Aggregate | Add +35.9% | 2.43% | +0.41 |
| MDPL Monarch Dividend Plus Index | Add +78.8% | 1.14% | +0.41 |
| XLY SS Consumer Disc Select Sect | Add +682.8% | 0.33% | +0.28 |
| MPRO Monarch Procap Index ETF | Add +25.1% | 3.37% | +0.28 |
| AMZN Amazon.com Inc. | Add +3.9% | 2.12% | +0.25 |
| TGT Target Corp. | Add +542.5% | 0.28% | +0.23 |
| XSD SS SPDR S&P Semiconductor | Add +832.6% | 0.26% | +0.23 |
| PEJ Invesco Leisure & Entertainm | New | 0.22% | +0.22 |
| XPH SS SPDR S&P Pharma ETF | New | 0.22% | +0.22 |
| XSW SS SPDR S&P Soft & Serv ETF | New | 0.22% | +0.22 |
| MAMB Monarch Ambass Inc. Indx ETF | Add +26.0% | 2.12% | +0.21 |
| XLF SS Financial Select Sector | Add +156.9% | 0.29% | +0.18 |
| IPG Interpublic Group of Cos Inc. | New | 0.18% | +0.18 |
| GPC Genuine Parts Co. | Add +2134.9% | 0.19% | +0.18 |
| XLI SS Industrial Select Sector | Add +401.8% | 0.22% | +0.17 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +85.3% | 0.44% | +0.17 |
| SHY iShares 1-3 Year Treasury Bo | Add +159.4% | 0.29% | +0.17 |
| HSY The Hershey Co. | Add +641.1% | 0.20% | +0.17 |
| MBB iShares MBS ETF | Add +70.4% | 0.46% | +0.16 |
| AMCR Amcor PLC | New | 0.15% | +0.15 |
| AVGO Broadcom Inc. | Add +14.2% | 0.50% | +0.15 |
| CWB SS SPDR BB Conv Sec ETF | New | 0.15% | +0.15 |
| TSLA Tesla Inc. | Add +11.8% | 0.39% | +0.14 |
| XLK SS Technology Select Sector | Add +22.9% | 0.97% | +0.14 |
| V Visa Inc. Class A | Add +10.8% | 0.91% | +0.14 |
| NVDA Nvidia Corp. | Add +3.4% | 2.41% | +0.13 |
| AAPL Apple Inc. | Add +5.0% | 2.81% | +0.12 |
| CRM Salesforce Inc. | Add +2.2% | 0.87% | +0.12 |
| SFLR Innovator Eqty MGD Floor ETF | Add +104.5% | 0.22% | +0.11 |
| IWD iShares Russell 1000 Value E | Add +201.3% | 0.17% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +15.8% | 0.50% | +0.09 |
| PAAA Pgim Aaa Clo ETF | New | 0.09% | +0.09 |
| IHI iShares U.S. Medical Devices | Add +71.7% | 0.23% | +0.09 |
| XAR SS SPDR S&P Aerospace Def | Add +51.3% | 0.25% | +0.08 |
| KBWP Invesco KBW Property & Casua | Add +65.8% | 0.22% | +0.08 |
| KIE SS SPDR S&P Insurance ETF | Add +65.6% | 0.22% | +0.08 |
| XSMO Invesco S&P Smallcap Momentu | New | 0.08% | +0.08 |
| IYF iShares US Financials ETF | New | 0.07% | +0.07 |
| IHF iShares U.S. Healthcare Prov | Add +95.7% | 0.21% | +0.07 |
| VDC Vanguard Consumer Staple ETF | New | 0.07% | +0.07 |
| IBB iShares Biotechnology ETF | Add +805.6% | 0.08% | +0.07 |
| MEI Methode Electronics Inc. | New | 0.07% | +0.07 |
Options Activity Q3 2024 → Q4 2024
| REFR Research Frontiers Inc. | call | New | 10,000 | $1K |
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 |