Kingsview Wealth Management, LLC
Q1 2025 13F Holdings
- Locationgrants pass, OR
- Num holdings
1,087
- Value ($000)
$5,307,744
- Date Filed05/02/2025
- Form type13F-HR
- CIK0001791965
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MPRO NORTHERN LTS FD TR IV | MONARCH PROCAP I | 66538H245 | $175.00M | 3 % | 6,059,656 | ||
AAPL APPLE INC | COM | 037833100 | $159.08M | 3 % | 716,147 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $129.24M | 2 % | 1,283,761 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $126.17M | 2 % | 1,275,465 | ||
MAMB NORTHERN LTS FD TR IV | MONARCH AMBASSAD | 66538H260 | $122.62M | 2 % | 5,378,106 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $107.00M | 2 % | 987,285 | ||
MSSS NORTHERN LTS FD TR IV | MONARCH SEL SUBS | 66537J838 | $103.37M | 2 % | 3,811,620 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $102.84M | 2 % | 1,279,544 | ||
AMZN AMAZON COM INC | COM | 023135106 | $100.19M | 2 % | 526,608 | ||
MBCC NORTHERN LTS FD TR IV | MONARCH BLUE CH | 66538H252 | $93.82M | 2 % | 2,803,995 |
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