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.

RankCountryLinesValueShare
1US1,0195.8B $99.70 %
2GB76.1M $0.11 %
3TW15.9M $0.10 %
4NL12.4M $0.04 %
5AU1997.5K $0.02 %
6JP2599.2K $0.01 %
7BE1308.6K $0.01 %
8FR1306.3K $0.01 %
9MX1245.8K $0.00 %
10PE1221K $0.00 %
11DK1219.5K $0.00 %
12IT1211.8K $0.00 %

Positions

RankCompanySharesValueWeight
701Alibaba Group Holding Ltd 4,490563.4K $
702Nucor Corp 3,302558.3K $
703Sherwin-Williams Co/The 1,735556.2K $
704Annaly Capital Management Inc 26,230554.8K $
705Edison International 7,545552.1K $
706iShares Ultra Short Duration B 10,890551.3K $
707ISHARES US ETF TRUST 16,255549.6K $
708American International Group Inc 7,295548.9K $
709Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 4,350544.3K $
710Genuine Parts Co 5,147544.3K $
711Cohen & Steers Infrastructure Fund Inc. 20,906541K $
712Occidental Petroleum Corp 8,232535.1K $
713Evergy Inc 6,526534.6K $
714First Trust Health Care AlphaDEX Fund 4,866534.2K $
715Snowflake Inc 3,539533.8K $
716EMCOR Group Inc 721532.4K $
717Main Street Capital Corp. 10,044531.9K $
718JPMorgan Ultra-Short Municipal Income ETF 10,386529.5K $
719Omnicom Group Inc 6,962524.3K $
720NetApp Inc 5,023514.3K $
721IDEXX Laboratories Inc 915514.1K $
722Public Service Enterprise Group Inc 6,344513.5K $
723Public Storage 1,839498K $
724Royal Gold Inc 1,951496.6K $
725Fidelity Covington Trust 13,677496.1K $
726Warner Bros Discovery Inc 18,004494.4K $
727Innovator U.S. Equity Power Bu 11,526492.4K $
728Vanguard Malvern Funds 9,816490.3K $
729Verisk Analytics Inc 2,571487.9K $
730Invesco S&P 500 High Dividend Low Volatility ETF 9,809486.6K $
731Invesco Ultra Short Duration E 9,671484.7K $
732Vanguard S&P 500 Value ETF 2,375484K $
733Eaton Vance Mortgage Opportunities Etf 9,582482.2K $
734Workday Inc 3,710482K $
735CAPITAL GROUP MUNICIPAL INCOME ETF 17,702480.6K $
736Dover Corp 2,300479.3K $
737MetLife Inc 6,767478.5K $
738Cintas Corp 2,819476.9K $
739Firefly Aerospace Inc 16,675474.7K $
740Howmet Aerospace Inc 2,054473.4K $
741Atlantic Union Bankshares Corp 13,129469.2K $
742Principal Financial Group Inc 5,186467.3K $
743iShares U.S. Infrastructure ETF 8,129465K $
744Twilio Inc 3,695464.9K $
745State Street SPDR S&P Regional Banking ETF 7,134464.8K $
746Airbnb Inc 3,673463.8K $
747Clorox Co/The 4,464462.6K $
748Raymond James Financial Inc 3,193462.3K $
749Casey's General Stores Inc 623453.7K $
750Wisdomtree Trust 5,079453.7K $
751PACCAR Inc 3,914452.1K $
752ProShares Trust 4,261451.7K $
753Constellation Brands Inc 2,997449.6K $
754State Street SPDR Portfolio High Yield Bond ETF 19,129446.1K $
755Schwab Fundamental International Equity Etf 9,100445.3K $
756Boston Scientific Corp 7,016440.3K $
757BWX Technologies Inc 2,151439.8K $
758Eaton Vance Tax-Advantaged Global Dividend Income Fund 21,778438.2K $
759Trade Desk Inc/The 19,246436.7K $
760Synopsys Inc 1,100436K $
761JPMorgan ActiveBuilders Emerging Markets Equity ETF 8,372435.6K $
762Coeur Mining Inc 23,167434.8K $
763AutoZone Inc 128431K $
764First Trust Exchange-Traded Fund VIII 7,821428K $
765Invesco Preferred ETF 39,160426.1K $
766Hewlett Packard Enterprise Co 17,872425.5K $
767J.P. MORGAN EXCHANGE-TRADED FUND TRUST 4,953424.2K $
768Simplify Barrier Income ETF 16,956416.1K $
769VanEck High Yield Muni ETF 8,265414.4K $
770VANECK ETF TRUST 19,259413.6K $
771Southwest Airlines Co 11,007413.5K $
772KeyCorp 20,611413.2K $
773Schwab Strategic Trust 13,462410.6K $
774M&T Bank Corp 1,959405K $
775Church & Dwight Co Inc 4,332404.3K $
776Taylor Morrison Home Corp 6,810396.6K $
777Fastenal Co 8,465392.8K $
778PIMCO (US) 84,218389.9K $
779American Century Focused Dynamic Growth ETF 3,407388.6K $
780Woodward Inc 1,085388.3K $
781American Water Works Co Inc 2,853388.2K $
782Vanguard World Fund 1,425388.2K $
783NiSource Inc 8,298387.2K $
784iShares U.S. Broker-Dealers & Securities Exchanges ETF 2,353386.4K $
785First Trust Exchange-Traded Fund VIII 7,406383.5K $
786Blackstone Strategic Credit 2027 Term Fund 34,340382.9K $
787Toyota Motor Corp 1,857382.7K $
788Otis Worldwide Corp 4,939380.7K $
789Global X Funds 4,224380.5K $
790Allient Inc 6,415379.1K $
791Unum Group 5,171377.6K $
792Progressive Corp/The 1,874371.5K $
793Invesco BulletShares 2030 Corp 22,160370.5K $
794Ondas Inc 40,932370K $
795Vanguard Emerging Markets Government Bond ETF 5,632369.9K $
796VANGUARD WORLD FUND 1,023367.3K $
797Williams-Sonoma Inc 2,014367.2K $
798F/m US Treasury 6 Month Bill E 7,247362.6K $
799State Street SPDR S&P Homebuilders ETF 3,654360.7K $
800AppLovin Corp 906360.6K $