Kingsview Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Grants Pass, OR
CIK
0001791965
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 944 3,349,049 AAPL, MPRO, ITOT, AGG 13F-HR 2/8/2024 000179196524000001
Q3 2023 927 2,783,093 AAPL, MPRO, AGG, MSFT 13F-HR 11/7/2023 000179196523000005
Q2 2023 904 2,549,804 AAPL, MSFT, MPRO, AMZN 13F-HR 8/10/2023 000179196523000004
Q1 2023 881 2,381,849 AAPL, AGG, MPRO, MSFT 13F-HR 5/15/2023 000179196523000003
Q4 2022 841 2,302,700 MPRO, AAPL, MSFT, SGOV 13F-HR 2/13/2023 000179196523000001
Q3 2022 814 2,108,232 MPRO, AAPL, AGG, MSFT 13F-HR 11/14/2022 000179196522000003
Q2 2022 808 2,090,547 AAPL, MPRO, AGG, MSFT 13F-HR 8/15/2022 000179196522000002
Q1 2022 853 2,271,702 AAPL, MSFT, MPRO, AGG 13F-HR 2/8/2024 000179196524000002
Q4 2021 948 2,403,015 AAPL, MSFT, MPRO, AMZN 13F-HR 2/16/2022 000179196522000001
Q3 2021 916 2,110,488 AAPL, MSFT, MPRO, AGG 13F-HR 12/3/2021 000179196521000005
Q2 2021 937 2,024,140 AAPL, MSFT, AGG, MPRO 13F-HR 8/16/2021 000179196521000004
Q1 2021 879 1,759,890 AAPL, MSFT, MPRO, AMZN 13F-HR 5/24/2021 000179196521000003
Q4 2020 754 1,381,357 AAPL, AMZN, MSFT, QQQ 13F-HR 2/16/2021 000179196521000002
Q3 2020 661 1,116,657 AAPL, AGG, MSFT, AMZN 13F-HR 11/19/2020 000179196520000018
Q2 2020 639 999,286 AAPL, QQQ, MSFT, AMZN 13F-HR 8/14/2020 000179196520000016
Q1 2020 526 740,936 AAPL, MSFT, AMZN, QQQ 13F-HR 5/11/2020 000179196520000015
Q4 2019 516 797,788 AAPL, MSFT, QQQ, HD RESTATEMENT 1/31/2020 000179196520000014
Q3 2019 471 636,489 AAPL, HD, MSFT, QQQ 13F-HR 1/29/2020 000179196520000002
Q2 2019 477 595,975 AAPL, MSFT, QQQ, HD 13F-HR 1/29/2020 000179196520000003
Q1 2019 511 657,607 AAPL, QQQ, SCHG, AMZN 13F-HR 1/29/2020 000179196520000004
Q4 2018 406 458,121 SCHG, HD, MSFT, AIT 13F-HR 1/29/2020 000179196520000005
Q3 2018 435 493,152 SCHG, HD, AIT, MSFT 13F-HR 1/29/2020 000179196520000006
Q2 2018 414 418,707 SCHG, HD, AIT, MSFT 13F-HR 1/29/2020 000179196520000007
Q1 2018 394 402,288 AIT, HD, RSP.MX, MSFT 13F-HR 1/29/2020 000179196520000008
Q4 2017 444 280,185 RSP.MX, SCHG, AAPL, RYDEX ETF TRUST 13F-HR 1/29/2020 000179196520000009
Q3 2017 406 227,319 RSP.MX, RYDEX ETF TRUST, AAPL, XLK 13F-HR 1/29/2020 000179196520000010
Q2 2017 394 194,252 RSP.MX, RYDEX ETF TRUST, XLK, AAPL 13F-HR 1/29/2020 000179196520000011
Q1 2017 338 168,595 RSP.MX, RYDEX ETF TRUST, XLK, AAPL 13F-HR 1/29/2020 000179196520000012
Additional filings from Kingsview Wealth Management, LLC that have since been restated