Titelia

Holdings of Kingsview Wealth Management, LLC

1037 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 21.6 % of the equity sleeve

Sector breakdown

  • Technology 15.0 %
  • Funds 5.8 %
  • Financials 5.0 %
  • Health care 4.7 %
  • Consumer discretionary 4.3 %
  • Industrials 3.6 %
  • Communication 3.5 %
  • Consumer staples 2.8 %
  • Energy 1.9 %
  • Utilities 0.9 %
  • Real estate 0.5 %
  • Materials 0.4 %
  • Unattributed 51.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • GB 0.1 %
  • TW 0.1 %
  • NL 0.0 %
  • AU 0.0 %
  • JP 0.0 %
  • BE 0.0 %
  • FR 0.0 %
  • MX 0.0 %
  • PE 0.0 %
  • DK 0.0 %
  • IT 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US1,0195.8B $99.70 %
GB76.1M $0.11 %
TW15.9M $0.10 %
NL12.4M $0.04 %
AU1997.5K $0.02 %
JP2599.2K $0.01 %
BE1308.6K $0.01 %
FR1306.3K $0.01 %
MX1245.8K $0.00 %
PE1221K $0.00 %
DK1219.5K $0.00 %
IT1211.8K $0.00 %

Positions

CompanySharesValueWeight
Apple Inc 763,437193.8M $
NVIDIA Corp 1,085,563189.3M $
iShares Core U.S. Aggregate Bond ETF 1,668,749165.7M $
SPDR Series Trust 1,607,843157.4M $
Vanguard S&P 500 ETF 163,97098M $
State Street SPDR Portfolio Intermediate Term Treasury ETF 3,411,52497.8M $
Broadcom Inc 306,08794.7M $
Microsoft Corp 251,25793M $
Amazon.com Inc 427,29289M $
Innovator Equity Man 2,167,55876.8M $
Eli Lilly & Co 75,47169.4M $
Walmart Inc 555,83269.1M $
State Street SPDR Portfolio Ag 2,695,42569.1M $
Invesco QQQ Trust Series 1 109,10263M $
Palantir Technologies Inc 422,31161.8M $
SELECT SECTOR SPDR TRUST (THE) 455,33160.5M $
Advanced Micro Devices Inc 282,03557.4M $
Netflix Inc 588,95756.6M $
General Electric Co 196,11255.7M $
Alphabet Inc 182,24852.4M $
Mastercard Inc 98,12049M $
Intuitive Surgical Inc 100,39646.3M $
JPMorgan Chase & Co 154,13845.3M $
SELECT SECTOR SPDR TRUST (THE) 408,95245.3M $
INVESCO EXCHANGE-TRADED FUND TRUST II 179,04642.5M $
NIKE Inc 792,79741.9M $
State Street SPDR Portfolio S& 462,46536.6M $
iShares MBS ETF 384,24936.5M $
State Street SPDR S&P 500 ETF Trust 51,90633.8M $
iShares iBoxx USD Investment Grade Corporate Bond ETF 306,94233.5M $
State Street Health Care Select Sector SPDR ETF 221,59932.5M $
Meta Platforms Inc 55,80831.9M $
Vanguard Growth ETF 72,18131.5M $
Ishares Gold Trust 343,31830.3M $
Exxon Mobil Corp 176,04829.9M $
Chevron Corp 136,95228.3M $
Alphabet Inc 98,03528.1M $
iShares Trust 292,00227.9M $
SPDR Series Trust 454,42825.7M $
First Trust Exchange-Traded Fund IV 422,99925.3M $
VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 114,42424.6M $
SPDR Series Trust 264,56824.2M $
Johnson & Johnson 98,94624.2M $
SPDR Gold Shares 55,88324M $
Berkshire Hathaway Inc 47,43122.7M $
Oracle Corp 153,77022.6M $
iShares Trust 271,12222.4M $
Tesla Inc 60,18322.4M $
Home Depot Inc/The 66,82622M $
McDonald's Corp. 70,01321.8M $
iShares Core Dividend Growth ETF 302,16821.2M $
J P Morgan Exchange Traded Fund Trust 381,00721.2M $
Capital Group Dividend Value ETF 488,05420.8M $
Visa Inc 67,95420.5M $
Vanguard Value ETF 104,46520.5M $
iShares Core S&P 500 ETF 30,70420.1M $
First Trust Exchange-Traded Fund 394,63620M $
Select Sector Spdr Trust 401,59619.8M $
iShares Trust 192,14619.3M $
BlackRock ETF Trust 327,93819.1M $
First Trust Rising Dividend Achievers ETF 269,66018.4M $
Select Sector Spdr Trust 217,82917.9M $
SPDR Series Trust 53,55617.5M $
Vanguard Mega Cap Growth ETF 47,14817.3M $
SPDR Series Trust 67,29517.1M $
Select Sector Spdr Trust 104,50916.9M $
Costco Wholesale Corp 16,81816.8M $
Texas Instruments Inc 85,49016.6M $
Analog Devices Inc 52,08916.6M $
Merck & Co Inc 134,75116.2M $
Vanguard High Dividend Yield E 108,35616M $
SPDR Series Trust 295,26516M $
Select Sector Spdr Trust 146,03815.9M $
Invesco Exchange-Traded Fund Trust 272,16615.8M $
SPDR Series Trust 286,12615.7M $
Invesco Exchange Traded Fund Trust II 131,95815.7M $
SPDR Series Trust 204,08615.6M $
AbbVie Inc 71,61915.6M $
Select Sector Spdr Trust 375,53715.3M $
iShares Trust 286,72915.3M $
SPDR Series Trust 107,18515.3M $
VanEck Semiconductor ETF 39,66215.2M $
iShares Trust 359,89015.1M $
First Trust Exchange-Traded AlphaDEX Fund 96,11914.8M $
PGIM ETF Trust 298,85314.8M $
BlackRock ETF Trust II 284,03114.7M $
SPDR Series Trust 488,00814.7M $
Procter & Gamble Co/The 101,34414.6M $
Vanguard Total Stock Market ETF 43,90714.1M $
NextEra Energy Inc 151,03914M $
J P Morgan Exchange Traded Fund Trust 245,60813.9M $
Marathon Petroleum Corp 56,73713.9M $
Schwab US Dividend Equity ETF 443,48113.6M $
iShares Core S&P Total U.S. Stock Market ETF 95,43813.6M $
Schwab Strategic Trust 446,93513M $
Amgen Inc 36,36512.8M $
iShares Trust 143,94412.5M $
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 163,12012.3M $
Vanguard Mid-Cap ETF 42,24812.1M $
INVESCO EXCHANGE-TRADED FUND TRUST II 444,27312M $