Portfolio (Quarterly)
Guide ↗
Kingsview Wealth Management, LLC
· CIK 0001791965| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PBJ | INVESCO EXCHANGE TRADED FD T | — | 341,433 | $15.3M | 0.22% | SOLD |
| 2 | SILJ | AMPLIFY ETF TR | — | 268,193 | $7.4M | 0.11% | SOLD |
| 3 | COPX | GLOBAL X FDS | — | 102,643 | $7.4M | 0.11% | SOLD |
| 4 | PBW | INVESCO EXCHANGE TRADED FD T | — | 234,565 | $7.2M | 0.10% | SOLD |
| 5 | URNM | SPROTT FDS TR | — | 120,800 | $6.6M | 0.10% | SOLD |
| 6 | REMX | VANECK ETF TRUST | — | 88,923 | $6.6M | 0.10% | SOLD |
| 7 | CHAT | TIDAL TRUST II | — | 109,181 | $6.4M | 0.09% | SOLD |
| 8 | URNJ | SPROTT FDS TR | — | 254,131 | $6.4M | 0.09% | SOLD |
| 9 | ECON | COLUMBIA ETF TR II | — | 230,310 | $6.3M | 0.09% | SOLD |
| 10 | IPAC | ISHARES TR | — | 84,537 | $6.2M | 0.09% | SOLD |
| 11 | FPX | FIRST TR EXCHANGE-TRADED FD | — | 37,449 | $6.1M | 0.09% | SOLD |
| 12 | MSOS | ADVISORSHARES TR | — | 1,266,008 | $6.0M | 0.09% | SOLD |
| 13 | ARKG | ARK ETF TR | — | 206,252 | $6.0M | 0.09% | SOLD |
| 14 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 13,144 | $4.5M | 0.06% | SOLD |
| 15 | SHOO | MADDEN STEVEN LTD | Consumer Cyclical | 100,891 | $4.2M | 0.06% | SOLD |
| 16 | AMKR | AMKOR TECHNOLOGY INC | Technology | 103,407 | $4.1M | 0.06% | SOLD |
| 17 | IVZ | INVESCO LTD | Financial Services | 147,946 | $3.9M | 0.06% | SOLD |
| 18 | FLS | FLOWSERVE CORP | Industrials | 51,011 | $3.5M | 0.05% | SOLD |
| 19 | PSMT | PRICESMART INC | Consumer Defensive | 27,940 | $3.4M | 0.05% | SOLD |
| 20 | TKR | TIMKEN CO | Industrials | 37,424 | $3.1M | 0.04% | SOLD |
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%