Portfolio (Quarterly)
Guide ↗
Kingsview Wealth Management, LLC
· CIK 0001791965| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | XYL | XYLEM INC | Industrials | 1,513 | $206K | 0.00% | SOLD |
| 82 | QYLD | GLOBAL X FDS | — | 11,582 | $205K | 0.00% | SOLD |
| 83 | MDB | MONGODB INC | Technology | 487 | $204K | 0.00% | SOLD |
| 84 | RECS | COLUMBIA ETF TR I | — | 4,950 | $202K | 0.00% | SOLD |
| 85 | CMRE | COSTAMARE INC | Industrials | 12,798 | $202K | 0.00% | SOLD |
| 86 | GOVI | INVESCO EXCH TRADED FD TR II | — | 7,316 | $202K | 0.00% | SOLD |
| 87 | FSMB | FIRST TR EXCH TRADED FD III | — | 10,000 | $200K | 0.00% | SOLD |
| 88 | PDI | PIMCO DYNAMIC INCOME FD | Financial Services | 11,244 | $199K | 0.00% | SOLD |
| 89 | HGTY | HAGERTY INC | Financial Services | 13,459 | $181K | 0.00% | SOLD |
| 90 | — | PRENETICS GLOBAL LTD | — | 10,891 | $172K | 0.00% | SOLD |
| 91 | ENTA | ENANTA PHARMACEUTICALS INC | Healthcare | 10,653 | $168K | 0.00% | SOLD |
| 92 | MITK | MITEK SYS INC | Technology | 15,235 | $161K | 0.00% | SOLD |
| 93 | ADAMM | ADAMAS TRUST INC. | Financial Services | 21,352 | $156K | 0.00% | SOLD |
| 94 | ERC | ALLSPRING MULTI SECTOR INCOM | Financial Services | 15,150 | $141K | 0.00% | SOLD |
| 95 | — | MIDCAP FINANCIAL INVSTMNT CO | — | 10,049 | $115K | 0.00% | SOLD |
| 96 | SPFF | GLOBAL X FDS | — | 10,000 | $93K | 0.00% | SOLD |
| 97 | NVTS | NAVITAS SEMICONDUCTOR CORP | Technology | 12,466 | $89K | 0.00% | SOLD |
| 98 | RXRX | RECURSION PHARMACEUTICALS IN | Healthcare | 12,314 | $50K | 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%