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
1Apple Inc 763,437193.8M $
2NVIDIA Corp 1,085,563189.3M $
3iShares Core U.S. Aggregate Bond ETF 1,668,749165.7M $
4SPDR Series Trust 1,607,843157.4M $
5Vanguard S&P 500 ETF 163,97098M $
6State Street SPDR Portfolio Intermediate Term Treasury ETF 3,411,52497.8M $
7Broadcom Inc 306,08794.7M $
8Microsoft Corp 251,25793M $
9Amazon.com Inc 427,29289M $
10Innovator Equity Man 2,167,55876.8M $
11Eli Lilly & Co 75,47169.4M $
12Walmart Inc 555,83269.1M $
13State Street SPDR Portfolio Ag 2,695,42569.1M $
14Invesco QQQ Trust Series 1 109,10263M $
15Palantir Technologies Inc 422,31161.8M $
16SELECT SECTOR SPDR TRUST (THE) 455,33160.5M $
17Advanced Micro Devices Inc 282,03557.4M $
18Netflix Inc 588,95756.6M $
19General Electric Co 196,11255.7M $
20Alphabet Inc 182,24852.4M $
21Mastercard Inc 98,12049M $
22Intuitive Surgical Inc 100,39646.3M $
23JPMorgan Chase & Co 154,13845.3M $
24SELECT SECTOR SPDR TRUST (THE) 408,95245.3M $
25INVESCO EXCHANGE-TRADED FUND TRUST II 179,04642.5M $
26NIKE Inc 792,79741.9M $
27State Street SPDR Portfolio S& 462,46536.6M $
28iShares MBS ETF 384,24936.5M $
29State Street SPDR S&P 500 ETF Trust 51,90633.8M $
30iShares iBoxx USD Investment Grade Corporate Bond ETF 306,94233.5M $
31State Street Health Care Select Sector SPDR ETF 221,59932.5M $
32Meta Platforms Inc 55,80831.9M $
33Vanguard Growth ETF 72,18131.5M $
34Ishares Gold Trust 343,31830.3M $
35Exxon Mobil Corp 176,04829.9M $
36Chevron Corp 136,95228.3M $
37Alphabet Inc 98,03528.1M $
38iShares Trust 292,00227.9M $
39SPDR Series Trust 454,42825.7M $
40First Trust Exchange-Traded Fund IV 422,99925.3M $
41VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 114,42424.6M $
42SPDR Series Trust 264,56824.2M $
43Johnson & Johnson 98,94624.2M $
44SPDR Gold Shares 55,88324M $
45Berkshire Hathaway Inc 47,43122.7M $
46Oracle Corp 153,77022.6M $
47iShares Trust 271,12222.4M $
48Tesla Inc 60,18322.4M $
49Home Depot Inc/The 66,82622M $
50McDonald's Corp. 70,01321.8M $
51iShares Core Dividend Growth ETF 302,16821.2M $
52J P Morgan Exchange Traded Fund Trust 381,00721.2M $
53Capital Group Dividend Value ETF 488,05420.8M $
54Visa Inc 67,95420.5M $
55Vanguard Value ETF 104,46520.5M $
56iShares Core S&P 500 ETF 30,70420.1M $
57First Trust Exchange-Traded Fund 394,63620M $
58Select Sector Spdr Trust 401,59619.8M $
59iShares Trust 192,14619.3M $
60BlackRock ETF Trust 327,93819.1M $
61First Trust Rising Dividend Achievers ETF 269,66018.4M $
62Select Sector Spdr Trust 217,82917.9M $
63SPDR Series Trust 53,55617.5M $
64Vanguard Mega Cap Growth ETF 47,14817.3M $
65SPDR Series Trust 67,29517.1M $
66Select Sector Spdr Trust 104,50916.9M $
67Costco Wholesale Corp 16,81816.8M $
68Texas Instruments Inc 85,49016.6M $
69Analog Devices Inc 52,08916.6M $
70Merck & Co Inc 134,75116.2M $
71Vanguard High Dividend Yield E 108,35616M $
72SPDR Series Trust 295,26516M $
73Select Sector Spdr Trust 146,03815.9M $
74Invesco Exchange-Traded Fund Trust 272,16615.8M $
75SPDR Series Trust 286,12615.7M $
76Invesco Exchange Traded Fund Trust II 131,95815.7M $
77SPDR Series Trust 204,08615.6M $
78AbbVie Inc 71,61915.6M $
79Select Sector Spdr Trust 375,53715.3M $
80iShares Trust 286,72915.3M $
81SPDR Series Trust 107,18515.3M $
82VanEck Semiconductor ETF 39,66215.2M $
83iShares Trust 359,89015.1M $
84First Trust Exchange-Traded AlphaDEX Fund 96,11914.8M $
85PGIM ETF Trust 298,85314.8M $
86BlackRock ETF Trust II 284,03114.7M $
87SPDR Series Trust 488,00814.7M $
88Procter & Gamble Co/The 101,34414.6M $
89Vanguard Total Stock Market ETF 43,90714.1M $
90NextEra Energy Inc 151,03914M $
91J P Morgan Exchange Traded Fund Trust 245,60813.9M $
92Marathon Petroleum Corp 56,73713.9M $
93Schwab US Dividend Equity ETF 443,48113.6M $
94iShares Core S&P Total U.S. Stock Market ETF 95,43813.6M $
95Schwab Strategic Trust 446,93513M $
96Amgen Inc 36,36512.8M $
97iShares Trust 143,94412.5M $
98Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 163,12012.3M $
99Vanguard Mid-Cap ETF 42,24812.1M $
100INVESCO EXCHANGE-TRADED FUND TRUST II 444,27312M $