Portfolio (Quarterly)
Guide ↗
Kingsview Wealth Management, LLC
· CIK 0001791965| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1221 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 27,272.0 | $217K | 0.00% | +392.0 | +1.5% | $7.94 | +11.6% |
| 1222 | TTMI | TTM TECHNOLOGIES INC | Technology | 2,222.0 | $216K | 0.00% | NEW | — | $97.42 | +76.4% |
| 1223 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 14,292.0 | $215K | 0.00% | -365.0 | -2.5% | $15.05 | -3.5% |
| 1224 | ITM | VANECK ETF TRUST | — | 4,613.0 | $214K | 0.00% | -156.0 | -3.3% | $46.43 | -0.1% |
| 1225 | LMND | LEMONADE INC | Financial Services | 3,393.0 | $213K | 0.00% | +82.0 | +2.5% | $62.68 | -14.2% |
| 1226 | DINO | HF SINCLAIR CORP | Energy | 3,404.0 | $212K | 0.00% | -58K | -94.5% | $62.40 | +10.1% |
| 1227 | EVR | EVERCORE INC | Financial Services | 710.0 | $212K | 0.00% | -10K | -93.3% | $298.51 | +14.3% |
| 1228 | BIIB | BIOGEN INC | Healthcare | 1,156.0 | $212K | 0.00% | NEW | — | $183.33 | +5.2% |
| 1229 | E | ENI SPA | Energy | 3,741.0 | $212K | 0.00% | NEW | — | $56.61 | -2.3% |
| 1230 | LITE | LUMENTUM HLDGS INC | Technology | 300.0 | $211K | 0.00% | NEW | — | $702.76 | +42.6% |
| 1231 | — | TECHNIPFMC PLC | — | 3,037.0 | $210K | 0.00% | NEW | — | $69.13 | — |
| 1232 | SSD | SIMPSON MFG INC | Industrials | 1,220.0 | $209K | 0.00% | NEW | — | $171.68 | +8.1% |
| 1233 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | 2,092.0 | $209K | 0.00% | NEW | — | $100.09 | -5.1% |
| 1234 | UWM | PROSHARES TR | — | 4,480.0 | $209K | 0.00% | NEW | — | $46.67 | +24.0% |
| 1235 | ARKF | ARK ETF TR | — | 5,497.0 | $209K | 0.00% | -110K | -95.2% | $38.01 | +7.1% |
| 1236 | AOM | ISHARES TR | — | 4,409.0 | $209K | 0.00% | +25.0 | +0.6% | $47.37 | +3.5% |
| 1237 | IFLN | INVESCO EXCH TRADED FD TR II | — | 11,624.0 | $209K | 0.00% | — | — | $17.94 | +1.3% |
| 1238 | KGC | KINROSS GOLD CORP | Basic Materials | 6,821.0 | $208K | 0.00% | -461.0 | -6.3% | $30.52 | +1.2% |
| 1239 | MVV | PROSHARES TR | — | 2,904.0 | $208K | 0.00% | -171.0 | -5.6% | $71.66 | +13.4% |
| 1240 | FJAN | FIRST TR EXCHNG TRADED FD VI | — | 4,124.0 | $208K | 0.00% | NEW | — | $50.41 | +7.9% |
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%