Asset Manager
← All Institutions
Kingsview Wealth Management, LLC
Market Value
$8.2B
+12.8%
Holdings
1,497
+99
New Purchases
196
Added To
675
Closed
95
Reduced
490
Top 10 Concentration
21.5%
Turnover
19.4%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| LRCX | 1.08% | 0.15% | +0.93% | $89M |
| AMAT | 0.98% | 0.08% | +0.90% | $81M |
| MU | 0.84% | 0.03% | +0.81% | $69M |
| TXN | 0.82% | 0.23% | +0.59% | $68M |
| MBCE | 2.13% | 1.82% | +0.31% | $176M |
| AMD | 1.04% | 0.79% | +0.25% | $86M |
| LLY | 1.20% | 0.95% | +0.24% | $98M |
| GE | 0.96% | 0.76% | +0.19% | $79M |
| SPYG | 2.32% | 2.16% | +0.17% | $191M |
| XLK | 1.00% | 0.83% | +0.17% | $82M |
| ILCV | 0.21% | 0.07% | +0.14% | $17M |
| QQQ | 1.00% | 0.86% | +0.14% | $82M |
| QINT | 0.13% | 0.00% | +0.13% | $10M |
| BKMC | 0.12% | 0.00% | +0.12% | $10M |
| SMH | 0.33% | 0.21% | +0.12% | $27M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| WMT | 0.23% | 0.95% | -0.71% | $19M |
| MA | 0.09% | 0.67% | -0.58% | $8M |
| AAPL | 2.08% | 2.65% | -0.57% | $171M |
| NKE | 0.02% | 0.57% | -0.56% | $1M |
| PLTR | 0.61% | 0.85% | -0.23% | $50M |
| MPRO | 2.94% | 3.15% | -0.21% | $242M |
| SPTI | 1.16% | 1.34% | -0.18% | $96M |
| AGG | 2.11% | 2.27% | -0.16% | $174M |
| MCD | 0.15% | 0.30% | -0.15% | $12M |
| XONA.DE | 0.27% | 0.41% | -0.14% | $22M |
| META | 0.30% | 0.44% | -0.14% | $25M |
| MAMB | 2.20% | 2.33% | -0.13% | $181M |
| MDPL | 0.64% | 0.77% | -0.13% | $53M |
| NFLX | 0.65% | 0.78% | -0.13% | $54M |
| CVX | 0.27% | 0.39% | -0.12% | $22M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 84 | $2.4B | 29.1% |
| Large Cap | 636 | $2.8B | 34.2% |
| Mid Cap | 353 | $1.1B | 13.6% |
| Small Cap | 277 | $570M | 6.9% |
| Micro Cap | 147 | $1.3B | 16.2% |
Portfolio Analytics
Avg Market Cap
$69.7B
Median Market Cap
$8.8B
Avg P/E
31.3
Median P/E
20.5
Avg Dividend Yield
0.03%
Avg Beta
0.93
# Stocks
713
# ETFs / Funds
785
Top Holdings (1,497 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MPRO | 2.94% | 7,413,903 | $242M | $32.65 | $12M | +51,128 | +0.7% | |
| 2 | NVDA | 2.71% | 1,117,091 | $224M | $200.09 | $34M | +31,528 | +2.9% | |
| 3 | SPYG | 2.32% | 1,608,668 | $191M | $118.99 | $34M | +825 | +0.1% | |
| 4 | MAMB | 2.20% | 7,521,062 | $181M | $24.05 | $11M | +470,065 | +6.7% | |
| 5 | MBCE | 2.13% | 4,226,577 | $176M | $41.60 | $43M | +366,914 | +9.5% | |
| 6 | AGG | 2.11% | 1,753,696 | $174M | $98.98 | $8M | +84,947 | +5.1% | |
| 7 | AAPL | 2.08% | 592,616 | $171M | $289.36 | -$22M | -170,821 | -22.4% | |
| 8 | MVFG | 2.00% | 4,745,055 | $165M | $34.70 | $25M | +396,554 | +9.1% | |
| 9 | MSSS | 1.68% | 3,878,483 | $139M | $35.78 | $24M | +37,313 | +1.0% | |
| 10 | VOO | 1.30% | 156,519 | $107M | $686.81 | $10M | -7,451 | -4.5% | |
| 11 | MVFD | 1.30% | 3,578,010 | $107M | $29.98 | $11M | +307,263 | +9.4% | |
| 12 | AVGO | 1.21% | 264,273 | $100M | $377.75 | $5M | -41,814 | -13.7% | |
| 13 | LLY | 1.20% | 82,083 | $98M | $1,199.43 | $29M | +6,612 | +8.8% | |
| 14 | MSFT | 1.19% | 262,425 | $98M | $373.02 | $5M | +11,168 | +4.4% | |
| 15 | SPTI | 1.16% | 3,373,475 | $96M | $28.39 | -$2M | -38,049 | -1.1% | |
| 16 | AMZN | 1.13% | 390,605 | $93M | $238.34 | $4M | -36,687 | -8.6% | |
| 17 | SFLR | 1.13% | 2,404,900 | $93M | $38.58 | $16M | +237,342 | +10.9% | |
| 18 | LRCX | 1.08% | 205,076 | $89M | $433.33 | $78M | +153,241 | +295.6% | |
| 19 | AMD | 1.04% | 147,307 | $86M | $580.91 | $28M | -134,728 | -47.8% | |
| 20 | QQQ | 1.00% | 111,814 | $82M | $736.40 | $19M | +2,712 | +2.5% | |
| 21 | XLK | 1.00% | 430,452 | $82M | $190.52 | $21M | -24,879 | -5.5% | |
| 22 | AMAT | 0.98% | 111,588 | $81M | $723.00 | $75M | +94,889 | +568.2% | |
| 23 | GE | 0.96% | 210,930 | $79M | $373.73 | $23M | +14,818 | +7.6% | |
| 24 | SPAB | 0.86% | 2,763,710 | $71M | $25.52 | $1M | +68,285 | +2.5% | |
| 25 | MU | 0.84% | 60,173 | $69M | $1,154.30 | $67M | +52,612 | +695.8% | |
| 26 | TXN | 0.82% | 226,734 | $68M | $298.07 | $51M | +141,244 | +165.2% | |
| 27 | GOOGL | 0.79% | 181,566 | $65M | $357.37 | $12M | -682 | -0.4% | |
| 28 | QQQM | 0.70% | 190,470 | $58M | $302.97 | $15M | +11,424 | +6.4% | |
| 29 | NFLX | 0.65% | 749,512 | $54M | $71.40 | -$3M | +160,555 | +27.3% | |
| 30 | ISRG | 0.64% | 133,120 | $53M | $397.68 | $7M | +32,724 | +32.6% | |
| 31 | MDPL | 0.64% | 2,126,098 | $53M | $24.76 | -$4M | -65,028 | -3.0% | |
| 32 | PLTR | 0.61% | 431,899 | $50M | $116.67 | -$11M | +9,588 | +2.3% | |
| 33 | JPM | 0.60% | 150,478 | $49M | $327.33 | $4M | -3,660 | -2.4% | |
| 34 | JAJL | 0.58% | 1,602,395 | $48M | $29.91 | $2M | +9,830 | +0.6% | |
| 35 | XLC | 0.58% | 446,497 | $48M | $107.13 | $2M | +37,545 | +9.2% | |
| 36 | BALT | 0.58% | 1,385,648 | $47M | $34.27 | $9M | +229,937 | +19.9% | |
| 37 | SPTM | 0.54% | 491,233 | $45M | $90.79 | $8M | +28,768 | +6.2% | |
| 38 | MBB | 0.47% | 411,950 | $39M | $94.52 | $2M | +27,701 | +7.2% | |
| 39 | VUG | 0.44% | 423,135 | $36M | $86.14 | $5M | +350,954 | +486.2% | |
| 40 | XLV | 0.44% | 229,299 | $36M | $158.66 | $4M | +7,700 | +3.5% | |
| 41 | LQD | 0.43% | 327,250 | $36M | $109.07 | $2M | +20,308 | +6.6% | |
| 42 | GOOG | 0.42% | 97,430 | $34M | $353.33 | $6M | -605 | -0.6% | |
| 43 | SPY | 0.40% | 44,450 | $33M | $746.77 | -$563K | -7,456 | -14.4% | |
| 44 | SPYV | 0.39% | 525,435 | $32M | $60.79 | $6M | +71,007 | +15.6% | |
| 45 | IEF | 0.37% | 323,298 | $31M | $94.57 | $3M | +31,296 | +10.7% | |
| 46 | TSLA | 0.36% | 69,564 | $29M | $420.60 | $7M | +9,381 | +15.6% | |
| 47 | JEPQ | 0.35% | 469,715 | $29M | $61.46 | $8M | +88,708 | +23.3% | |
| 48 | BUFF | 0.34% | 534,402 | $28M | $52.68 | $2M | +14,021 | +2.7% | |
| 49 | VIG | 0.33% | 116,580 | $28M | $236.62 | $3M | +2,156 | +1.9% | |
| 50 | SMH | 0.33% | 41,438 | $27M | $655.89 | $12M | +1,776 | +4.5% | |
| 51 | FTSM | 0.31% | 427,797 | $26M | $59.73 | $265K | +4,798 | +1.1% | |
| 52 | IAU | 0.31% | 335,451 | $25M | $75.51 | -$5M | -7,867 | -2.3% | |
| 53 | DGRO | 0.30% | 331,194 | $25M | $75.79 | $4M | +29,026 | +9.6% | |
| 54 | CGDV | 0.30% | 502,557 | $25M | $49.28 | $4M | +14,503 | +3.0% | |
| 55 | VTV | 0.30% | 113,253 | $25M | $217.93 | $4M | +8,788 | +8.4% | |
| 56 | META | 0.30% | 43,708 | $25M | $563.29 | -$7M | -12,100 | -21.7% | |
| 57 | JNJ | 0.29% | 94,143 | $24M | $253.97 | -$277K | -4,803 | -4.8% | |
| 58 | HD | 0.29% | 67,560 | $24M | $352.68 | $2M | +734 | +1.1% | |
| 59 | SHY | 0.29% | 288,562 | $24M | $82.11 | $1M | +17,440 | +6.4% | |
| 60 | IVV | 0.28% | 30,945 | $23M | $748.89 | $3M | +241 | +0.8% | |
| 61 | DYNF | 0.28% | 337,355 | $23M | $68.01 | $4M | +9,417 | +2.9% | |
| 62 | ORCL | 0.27% | 151,984 | $22M | $146.55 | -$348K | -1,786 | -1.2% | |
| 63 | CVX | 0.27% | 133,708 | $22M | $165.76 | -$6M | -3,244 | -2.4% | |
| 64 | XLF | 0.27% | 412,123 | $22M | $53.61 | $2M | +10,527 | +2.6% | |
| 65 | XONA.DE | 0.27% | 161,564 | $22M | $136.72 | -$8M | -14,484 | -8.2% | |
| 66 | SPYM | 0.27% | 250,451 | $22M | $87.88 | $6M | +46,365 | +22.7% | |
| 67 | BIL | 0.26% | 236,443 | $22M | $91.64 | -$3M | -28,125 | -10.6% | |
| 68 | BRK-B | 0.26% | 42,838 | $21M | $500.39 | -$1M | -4,593 | -9.7% | |
| 69 | XAR | 0.26% | 74,618 | $21M | $283.79 | $4M | +7,323 | +10.9% | |
| 70 | MGK | 0.26% | 239,584 | $21M | $87.91 | $4M | +192,436 | +408.1% | |
| 71 | XPH | 0.25% | 314,894 | $21M | $66.27 | $5M | +19,629 | +6.7% | |
| 72 | XSD | 0.25% | 33,205 | $21M | $623.70 | $3M | -20,351 | -38.0% | |
| 73 | RDVY | 0.25% | 254,845 | $21M | $81.06 | $2M | -14,815 | -5.5% | |
| 74 | FDL | 0.25% | 422,375 | $21M | $48.66 | $505K | +27,739 | +7.0% | |
| 75 | ADI | 0.25% | 51,506 | $20M | $397.17 | $4M | -583 | -1.1% | |
| 76 | SGOV | 0.25% | 200,752 | $20M | $100.67 | $868K | +8,606 | +4.5% | |
| 77 | KIE | 0.24% | 330,352 | $20M | $60.99 | $4M | +44,226 | +15.5% | |
| 78 | GLD | 0.24% | 54,020 | $20M | $368.38 | -$4M | -1,863 | -3.3% | |
| 79 | IHF | 0.24% | 358,093 | $20M | $55.33 | $5M | -1,797 | -0.5% | |
| 80 | KBWP | 0.24% | 156,199 | $20M | $126.77 | $4M | +24,241 | +18.4% | |
| 81 | PEJ | 0.24% | 293,668 | $20M | $66.57 | $4M | +21,502 | +7.9% | |
| 82 | TOUS | 0.24% | 507,460 | $19M | $38.37 | $3M | +35,802 | +7.6% | |
| 83 | XLI | 0.24% | 104,635 | $19M | $185.23 | $2M | +126 | +0.1% | |
| 84 | VYM | 0.23% | 120,747 | $19M | $158.03 | $3M | +12,391 | +11.4% | |
| 85 | WMT | 0.23% | 167,885 | $19M | $113.26 | -$50M | -387,947 | -69.8% | |
| 86 | CAT | 0.23% | 17,751 | $19M | $1,064.88 | $10M | +4,984 | +39.0% | |
| 87 | XSW | 0.23% | 108,897 | $19M | $171.81 | $3M | +1,712 | +1.6% | |
| 88 | IHI | 0.23% | 376,493 | $19M | $49.41 | $3M | +89,764 | +31.3% | |
| 89 | XLP | 0.23% | 223,771 | $19M | $83.07 | $731K | +5,942 | +2.7% | |
| 90 | PSLV | 0.22% | 972,794 | $18M | $18.87 | -$5M | +30,701 | +3.3% | |
| 91 | FTC | 0.22% | 94,357 | $18M | $193.77 | $3M | -1,762 | -1.8% | |
| 92 | ABBV | 0.22% | 71,689 | $18M | $251.64 | $2M | +70 | +0.1% | |
| 93 | FTA | 0.22% | 183,956 | $18M | $96.80 | $1M | +7,201 | +4.1% | |
| 94 | PHYS | 0.21% | 578,626 | $17M | $30.17 | -$2M | +42,123 | +7.8% | |
| 95 | XLY | 0.21% | 148,820 | $17M | $117.28 | $2M | +2,782 | +1.9% | |
| 96 | ILCV | 0.21% | 171,059 | $17M | $101.24 | $12M | +115,767 | +209.4% | |
| 97 | V | 0.21% | 49,600 | $17M | $343.09 | -$4M | -18,354 | -27.0% | |
| 98 | VYMI | 0.21% | 172,421 | $17M | $98.20 | $10M | +96,308 | +126.5% | |
| 99 | XLRE | 0.20% | 373,394 | $16M | $44.03 | $1M | -2,143 | -0.6% | |
| 100 | VO | 0.20% | 203,335 | $16M | $80.57 | $4M | +161,087 | +381.3% |
Options Breakdown
34 Calls
$5M Call Value
3 Puts
$453K Put Value
0.1 P/C Ratio