Portfolio (Quarterly)
Guide ↗
Kingsview Wealth Management, LLC
· CIK 0001791965| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | DLY | DOUBLELINE YIELD OPPORTUNITI | Financial Services | 17,500 | $254K | 0.00% | SOLD |
| 62 | SWKS | SKYWORKS SOLUTIONS INC | Technology | 3,829 | $243K | 0.00% | SOLD |
| 63 | PAYC | PAYCOM SOFTWARE INC | Technology | 1,485 | $237K | 0.00% | SOLD |
| 64 | HODL | VANECK BITCOIN ETF | — | 9,452 | $234K | 0.00% | SOLD |
| 65 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 13,383 | $232K | 0.00% | SOLD |
| 66 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 5,862 | $231K | 0.00% | SOLD |
| 67 | KWEB | KRANESHARES TRUST | — | 6,713 | $229K | 0.00% | SOLD |
| 68 | — | INNOVATOR ETFS TRUST | — | 11,026 | $227K | 0.00% | SOLD |
| 69 | GTLS | CHART INDS INC | Industrials | 1,093 | $225K | 0.00% | SOLD |
| 70 | RCAT | RED CAT HLDGS INC | Technology | 27,885 | $221K | 0.00% | SOLD |
| 71 | DJAN | FIRST TR EXCHNG TRADED FD VI | — | 5,063 | $220K | 0.00% | SOLD |
| 72 | — | NEW GOLD INC CDA | — | 25,168 | $219K | 0.00% | SOLD |
| 73 | — | AMCOR PLC | — | 25,981 | $217K | 0.00% | SOLD |
| 74 | HPQ | HP INC | Technology | 9,618 | $214K | 0.00% | SOLD |
| 75 | CBRE | CBRE GROUP INC | Real Estate | 1,308 | $210K | 0.00% | SOLD |
| 76 | SNOV | FIRST TR EXCHNG TRADED FD VI | — | 8,480 | $210K | 0.00% | SOLD |
| 77 | — | NUVEEN DOW 30 DYNMC OVERWRT | — | 13,734 | $210K | 0.00% | SOLD |
| 78 | HDB | HDFC BANK LTD | Financial Services | 5,691 | $208K | 0.00% | SOLD |
| 79 | LPLA | LPL FINL HLDGS INC | Financial Services | 579 | $207K | 0.00% | SOLD |
| 80 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 924 | $206K | 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%