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
501INVESCO AEROSPACE & DEFEN 8,4901.4M $
502Goldman Sachs Nasdaq-100 Premium Income ETF 28,1521.4M $
503Morgan Stanley 8,4571.4M $
504State Street Corp 10,9441.4M $
505Global X Funds 41,3121.4M $
506iShares 0-5 Year High Yield Corporate Bond ETF 32,4241.4M $
507iShares TIPS Bond ETF 12,3591.4M $
508VanEck Merk Gold ETF 30,1121.4M $
509PIMCO ETF Trust 14,6541.4M $
510Dimensional ETF Trust 34,7561.4M $
511NUVEEN AMT-FREE MUN CR INCOME FD 103,2391.3M $
512iShares Broad USD High Yield Corporate Bond ETF 34,4901.3M $
513Vanguard Intermediate-Term Corporate Bond ETF 15,3021.3M $
514iShares S&P Mid-Cap 400 Growth ETF 12,5671.3M $
515Exelon Corp 25,6341.3M $
516T Rowe Price Exchange-Traded Funds Inc 33,4551.2M $
517Dollar General Corp 10,3281.2M $
518Marriott International Inc/MD 3,7401.2M $
519First Trust Exchange-Traded Fund IV 24,7951.2M $
520MercadoLibre Inc 6961.2M $
521iShares Short-Term National Muni Bond ETF 11,2481.2M $
522Allison Transmission Holdings Inc 10,2051.2M $
523AeroVironment Inc 6,5211.2M $
524BlackRock ETF Trust 32,8891.2M $
525State Street SPDR S&P Dividend ETF 8,1621.2M $
526Innovator U.S. Equit 28,8061.2M $
527Kimberly-Clark Corp 12,1991.2M $
528Advanced Drainage Systems Inc 8,5541.2M $
529NUVEEN PA INVT QUALITY MUN FD 98,1261.2M $
530Sterling Infrastructure Inc 2,8681.2M $
531Global X Artificial Intelligence & Technology ETF 24,9921.2M $
532OneMain Holdings Inc 21,7651.2M $
533Monolithic Power Systems Inc 1,0641.2M $
534Colgate-Palmolive Co 13,5541.2M $
535First Trust Exchange-Traded Fund IV 60,8851.2M $
536Invesco QQQ Income Advantage ETF 23,0761.2M $
537Dow Inc 27,6061.1M $
538Invesco S&P 500 Low Volatility 15,6341.1M $
539iShares Trust 49,6161.1M $
540Constellation Energy Corp. 4,0581.1M $
541Schwab U.S. Small-Cap ETF 38,9721.1M $
542SolarEdge Technologies Inc 22,0861.1M $
543VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 14,0981.1M $
544Columbia Seligman Premium Technology Growth Fund, Inc. 29,4501.1M $
545Eaton Vance Tax-Managed Diversified Equity Income Fund 80,9501.1M $
546Peabody Energy Corp 33,7941.1M $
547SUNOCO LP 17,0711.1M $
548Swan Hedged Equity US Large Cap ETF 44,7351.1M $
549Cheniere Energy Inc 3,8891.1M $
550iShares High Yield Muni Active ETF 22,9601.1M $
551PPL Corp 28,8231.1M $
552iShares Trust 14,5291.1M $
553SPDR Series Trust 8,5391.1M $
554Reddit Inc 8,0831.1M $
555BlackRock ETF Trust II 20,9711.1M $
556Cal-Maine Foods Inc 13,6791.1M $
557iShares Trust 10,7451.1M $
558Pacer Funds Trust 23,2741.1M $
559Strategy Inc 8,6231.1M $
560Comfort Systems USA Inc 7761.1M $
561AMETEK Inc 4,9161.1M $
562Take-Two Interactive Software Inc 5,3161M $
563iShares Russell 3000 ETF 2,8311M $
564iShares 0-5 Year TIPS Bond ETF 10,1291M $
565United Bankshares Inc/WV 25,1411M $
566Toll Brothers Inc 7,6091M $
567Franklin Templeton ETF Trust 26,0431M $
568CoreWeave Inc 13,3531M $
569Kroger Co/The 14,2751M $
570Vanguard Scottsdale Funds 10,2741M $
571Wendy's Co/The 148,0261M $
572Veeva Systems Inc 5,8361M $
573Adobe Inc 4,2141M $
574Corteva Inc 11,934999K $
575BHP Group Ltd 13,713997.5K $
576Hershey Co/The 4,786995K $
577Atmos Energy Corp 5,336985.6K $
578Innovator U.S. Equity Power Bu 21,290978.6K $
579iShares U.S. Technology ETF 5,345969.7K $
580Invesco DB Commodity Index Tracking Fund 33,433967.9K $
581Zoetis Inc 8,187967.8K $
582Campbell's Company/The 42,957956.7K $
583Reliance Inc 3,096940.9K $
584Schwab Short-Term U.S. Treasury ETF 38,741940.2K $
585Invesco Exchange-Traded Fund T 16,911922.5K $
586Keysight Technologies Inc 3,246916.6K $
587iShares Trust 8,868906.8K $
588KB Home 16,982878.8K $
589HCA Healthcare Inc 1,850875.4K $
590Vanguard Charlotte Funds 18,191874.1K $
591XPO Inc 4,484872.4K $
592Blackrock Science & Technology Trust 23,957870.8K $
593NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 77,505870.4K $
594PPG Industries Inc 8,117867.6K $
595Vanguard Total International S 11,156860.2K $
596MFS Active Core Plus Bond ETF 34,465857.8K $
597Sandisk Corp/DE 1,342852.6K $
598iShares Russell 2000 Value ETF 4,491851.5K $
599Carrier Global Corp 15,103850.4K $
600DTE Energy Co 5,802848.3K $