Portfolio (Quarterly)
Guide ↗
Kingsview Wealth Management, LLC
· CIK 0001791965| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | CAH | CARDINAL HEALTH INC | Healthcare | 2,840.0 | $600K | 0.01% | +87.0 | +3.2% | $211.33 | -5.5% |
| 482 | — | FIRST TR EXCHNG TRADED FD VI | — | 26,462.0 | $592K | 0.01% | +12K | +83.3% | $22.38 | — |
| 483 | EOG | EOG RES INC | Energy | 3,993.0 | $577K | 0.01% | +328.0 | +8.9% | $144.58 | -3.0% |
| 484 | RIO | RIO TINTO PLC | Basic Materials | 6,157.0 | $574K | 0.01% | +779.0 | +14.5% | $93.30 | +11.1% |
| 485 | HMOP | HARTFORD FDS EXCHANGE TRADED | — | 14,810.0 | $574K | 0.01% | +8K | +111.2% | $38.74 | +0.3% |
| 486 | — | UNILEVER PLC | — | 9,981.0 | $569K | 0.01% | +2K | +28.9% | $56.97 | — |
| 487 | ALB | ALBEMARLE CORP | Basic Materials | 3,152.0 | $566K | 0.01% | +400.0 | +14.5% | $179.51 | -2.1% |
| 488 | BUFQ | FIRST TR EXCHNG TRADED FD VI | — | 15,944.0 | $563K | 0.01% | +359.0 | +2.3% | $35.32 | +9.9% |
| 489 | CCJ | CAMECO CORP | Energy | 5,131.0 | $557K | 0.01% | +2K | +49.4% | $108.61 | -3.2% |
| 490 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 1,735.0 | $556K | 0.01% | +607.0 | +53.8% | $320.58 | -6.4% |
| 491 | — | ANNALY CAPITAL MANAGEMENT IN | — | 26,230.0 | $555K | 0.01% | +3K | +14.5% | $21.15 | — |
| 492 | EIX | EDISON INTL | Utilities | 7,545.0 | $552K | 0.01% | +794.0 | +11.8% | $73.18 | -5.5% |
| 493 | ICSH | ISHARES TR | — | 10,890.0 | $551K | 0.01% | +3K | +32.4% | $50.62 | -0.2% |
| 494 | — | CRH PLC | — | 5,241.0 | $551K | 0.01% | +4K | +223.9% | $105.13 | — |
| 495 | BITW | BITWISE 10 CRYPTO INDEX ETF | Financial Services | 12,344.0 | $551K | 0.01% | +2K | +21.3% | $44.61 | +10.6% |
| 496 | — | NEBIUS GROUP N.V. | — | 5,283.0 | $548K | 0.01% | +330.0 | +6.7% | $103.76 | — |
| 497 | DDFN | INNOVATOR ETFS TRUST | — | 28,438.0 | $540K | 0.01% | +336.0 | +1.2% | $19.00 | +4.7% |
| 498 | DIVO | AMPLIFY ETF TR | — | 11,963.0 | $537K | 0.01% | +2K | +19.1% | $44.85 | +1.7% |
| 499 | EVRG | EVERGY INC | Utilities | 6,526.0 | $535K | 0.01% | +68.0 | +1.1% | $81.92 | -1.7% |
| 500 | FXH | FIRST TR EXCHANGE-TRADED FD | — | 4,866.0 | $534K | 0.01% | +138.0 | +2.9% | $109.78 | +3.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
30.4%
Financial Services
19.1%
Consumer Cyclical
9.8%
Healthcare
9.2%
Industrials
8.7%
Communication Services
6.7%
Consumer Defensive
6.0%
Energy
5.7%
Utilities
2.1%
Basic Materials
1.2%