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
401First Trust Cloud Computing ETF 23,4532.6M $
402Invesco Russell 1000 Dynamic Multifactor ETF 42,5002.6M $
403Micron Technology Inc 7,5612.6M $
404Tractor Supply Co 56,1002.5M $
405L3Harris Technologies Inc 7,3362.5M $
406CSX Corp 61,4602.5M $
407Norfolk Southern Corp 8,7782.5M $
408State Street SPDR S&P MidCap 400 ETF Trust 4,0792.5M $
409iShares Trust 59,0402.5M $
410iShares Trust 27,6172.5M $
411Capital Group Core Plus Income ETF 109,9272.5M $
412T. Rowe Price Capital Appreciation Equity ETF 67,7612.4M $
413ASML Holding NV 1,8032.4M $
414Ishares S&p 100 Etf 7,3352.3M $
415ServiceNow Inc 22,0052.3M $
416O'Reilly Automotive Inc 24,9162.3M $
417SPDR Series Trust 47,2202.3M $
418Cummins Inc 4,2382.3M $
419Global X Funds 32,1002.3M $
420iShares MSCI International Value Factor ETF 57,1402.3M $
421iShares MSCI EAFE Small-Cap ETF 28,7262.3M $
422TRP BLUE CHIP GROWTH ETF 50,5102.2M $
423Starbucks Corp 24,8262.2M $
424AST SpaceMobile Inc 26,5552.2M $
425Gilead Sciences Inc 15,7112.2M $
426iShares Future AI & Tech ETF 46,8462.2M $
427First Trust Exchange-Traded Fund IV 103,4902.2M $
428Schwab International Equity ETF 85,6032.1M $
429J.P. MORGAN EXCHANGE-TRADED FUND TRUST 29,4982.1M $
430Ford Motor Co 183,3452.1M $
431Vanguard Index Funds 9,7082.1M $
432Shell PLC 22,6682.1M $
433ClearBridge Energy Midstream O 39,5152.1M $
434Legg Mason ETF Investment Trust 51,4652.1M $
435Kinder Morgan, Inc. 62,1822.1M $
436SPDR Gold MiniShares Trust 22,3392.1M $
437Arista Networks Inc 16,8282.1M $
438Citigroup Inc 18,0682M $
439American Century ETF Trust 18,4172M $
440iShares S&P Mid-Cap 400 Value ETF 15,2882M $
441State Street Blackstone Senior Loan ETF 50,2812M $
442Target Corp 16,5212M $
443Bank of New York Mellon Corp/The 16,6972M $
444Vertiv Holdings Co 7,9012M $
445Robinhood Markets Inc 28,4702M $
446Ulta Beauty Inc 3,7382M $
447Invesco S&P 500 Pure Growth ETF 41,7912M $
448iShares Trust 9,2251.9M $
449Yum! Brands Inc 12,4711.9M $
450iShares Emerging Markets Equity Factor ETF 31,9421.9M $
451iShares Trust 8,7651.9M $
452iShares Trust 38,0691.9M $
453iShares Russell Mid-Cap Value 12,9901.9M $
454iShares Trust 5,3091.9M $
455First Trust Exchange Traded Fund VI 82,3151.9M $
456Schwab US TIPS ETF 69,5141.8M $
457State Street Materials Select Sector SPDR ETF 36,3691.8M $
458Kinetik Holdings Inc 37,3471.8M $
459Novartis AG 11,7691.8M $
460iShares Trust 33,2411.8M $
461Intercontinental Exchange Inc 11,4001.8M $
462Delta Air Lines Inc 26,7221.8M $
463BP PLC 37,7191.8M $
464ABRDN PRECIOUS METALS BASKET ETF TRUST 8,0561.8M $
465iShares MSCI USA Momentum Factor ETF 7,3181.8M $
466Enterprise Products Partners LP 45,3761.7M $
467Uber Technologies Inc 23,8491.7M $
468iShares Preferred and Income S 56,4171.7M $
469Ares Capital Corp 94,8031.7M $
470Jpmorgan Core Plus Bond Etf 36,2531.7M $
471iShares Trust 8,8151.7M $
472SPDR Series Trust 28,3241.7M $
473Dominion Energy Inc 27,1301.7M $
474iShares Trust 31,2851.6M $
475iShares MSCI EAFE Growth ETF 14,7041.6M $
476Schwab U.S. Large-Cap ETF 63,7231.6M $
477Innovator Laddered Allocation Buffer ETF 45,2561.6M $
478iShares U.S. ETF Trust 26,9841.6M $
479First Trust Exchange-Traded Fund IV 32,0621.6M $
480BondBloxx Private Credit CLO ETF 32,2771.6M $
481Vanguard Bond Index Funds 20,5141.6M $
482Aflac Inc 14,2351.6M $
483Fifth Third Bancorp 33,4881.6M $
484Vanguard Short-term Bond Etf 19,7911.6M $
485State Street SPDR Portfolio S& 33,9721.5M $
486Monster Beverage Corp 20,8821.5M $
487SSgA Active Trust 37,7731.5M $
488Pacer US Small Cap Cash Cows E 33,0501.5M $
489Franklin Limited Duration Income Trust 252,9981.5M $
490Tapestry Inc 10,3601.5M $
491Steel Dynamics Inc 8,1161.5M $
492VanEck Morningstar Wide Moat ETF 15,0761.5M $
493Capital Group Global Growth Equity ETF 43,4641.5M $
494Welltower Inc 7,2981.4M $
495Carvana Co 4,5771.4M $
496Primerica Inc 5,7191.4M $
497FolioBeyond Alternative Income and Interest Rate H 39,3601.4M $
498iShares Morningstar Growth ETF 14,8481.4M $
499iShares Trust 11,8961.4M $
500Marvell Technology Inc 14,2101.4M $