Portfolio (Quarterly)
Guide ↗
Kingsview Wealth Management, LLC
· CIK 0001791965| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | KALU | KAISER ALUMINUM CORP | Basic Materials | 3,550 | $408K | 0.01% | SOLD |
| 42 | DASH | DOORDASH INC | Communication Services | 1,775 | $402K | 0.01% | SOLD |
| 43 | CPNG | COUPANG INC | Consumer Cyclical | 15,776 | $372K | 0.01% | SOLD |
| 44 | ERO | ERO COPPER CORP | Basic Materials | 12,825 | $363K | 0.01% | SOLD |
| 45 | JLL | JONES LANG LASALLE INC | Real Estate | 1,019 | $343K | 0.01% | SOLD |
| 46 | BCI | ABRDN ETFS | — | 17,257 | $337K | 0.01% | SOLD |
| 47 | COLB | COLUMBIA BKG SYS INC | Financial Services | 11,844 | $331K | 0.01% | SOLD |
| 48 | BROS | DUTCH BROS INC | Consumer Cyclical | 5,398 | $330K | 0.01% | SOLD |
| 49 | REGL | PROSHARES TR | — | 3,893 | $328K | 0.01% | SOLD |
| 50 | VLTO | VERALTO CORP | Industrials | 3,151 | $314K | 0.01% | SOLD |
| 51 | BILS | SPDR SERIES TRUST | — | 3,130 | $311K | 0.00% | SOLD |
| 52 | BCS | BARCLAYS PLC | Financial Services | 11,897 | $303K | 0.00% | SOLD |
| 53 | SFM | SPROUTS FMRS MKT INC | Consumer Defensive | 3,791 | $302K | 0.00% | SOLD |
| 54 | BLND | BLEND LABS INC | Technology | 98,660 | $300K | 0.00% | SOLD |
| 55 | GBIL | GOLDMAN SACHS ETF TR | — | 2,990 | $299K | 0.00% | SOLD |
| 56 | SJM | SMUCKER J M CO | Consumer Defensive | 2,956 | $289K | 0.00% | SOLD |
| 57 | ETHA | ISHARES ETHEREUM TR | Financial Services | 12,761 | $286K | 0.00% | SOLD |
| 58 | OKLO | OKLO INC | Utilities | 3,926 | $282K | 0.00% | SOLD |
| 59 | — | INNOVATOR ETFS TRUST | — | 9,568 | $265K | 0.00% | SOLD |
| 60 | SETM | SPROTT FDS TR | — | 8,868 | $257K | 0.00% | 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%