13F-HR filed by Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-08, with 1,162 holding rows worth $5,906,755,567.
- Accession
- 0001791965-25-000005
- Filer
- CIK 1791965
- Filed
- 2025-08-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 1,303 entries on the cover page, a total value of $5,906,755,567 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,906,755,567 with VALUE read as dollars as filed, 13F file number 028-19701. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerPenserra Capital Management LLC
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TOYOTA MOTOR CORP ADS | 892331307 | ADR | 1,506 | $259,410 | dollars as filed | |
| UBS GROUP AG SHS | H42097107 | Stock | 7,643 | $258,482 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 10,841 | $258,352 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C508 | US EQTY PWR BUF | 5,850 | $257,693 | dollars as filed | |
| THOMSON REUTERS CORP COM | 884903808 | Stock | 1,277 | $256,899 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 1,924 | $255,995 | dollars as filed | |
| YUM CHINA HLDGS INC | 98850P109 | COM | 5,721 | $255,776 | dollars as filed | |
| INNOVATOR TR ETF EQUITY DEFINED PROTN 1 YR APRIL | 45784N726 | ETF | 10,199 | $255,485 | dollars as filed | |
| CANADIAN NAT RES LTD MED TERM COM | 136385101 | Stock | 8,109 | $254,634 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 4,002 | $254,611 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V431 | S&P 500 GARP ETF | 2,364 | $254,583 | dollars as filed | |
| SSGA ACTIVE TR | 78470P408 | STATE STREET US | 4,635 | $254,554 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 2,763 | $254,159 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 1,437 | $253,674 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G300 | S&P SMLCAP QTY | 6,203 | $252,648 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F342 | FT VEST U.S | 10,925 | $252,368 | dollars as filed | |
| GLOBAL X FDS | 37960A529 | DEFENSE TECH ETF | 4,180 | $251,845 | dollars as filed | |
| VANECK ETF TRUST | 92189F601 | URANI NUCLE ETF | 2,247 | $249,769 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459Y207 | NASDAQ 100 EQ WT | 2,532 | $248,962 | dollars as filed | |
| NATIONAL BANKSHARES INC VA | 634865109 | COMMON STOCK | 9,145 | $248,751 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E719 | BLOO EN ANGE ETF | 13,436 | $248,024 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N841 | GROWTH 100 PWR B | 9,568 | $247,165 | dollars as filed | |
| BLACKROCK ETF TRUST II | 092528207 | ISHAR INTER ETF | 10,535 | $246,880 | dollars as filed | |
| ADAMS DIVERSIFIED EQUITY FD | 006212104 | COM | 11,357 | $246,550 | dollars as filed | |
| EVERGY INC COM | 30034W106 | Stock | 3,569 | $246,026 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F748 | FT VEST US EQT | 4,901 | $245,197 | dollars as filed | |
| VENTAS INC COM | 92276F100 | REIT | 3,878 | $244,866 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C367 | INTRNL DEV APRL | 8,360 | $244,446 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 3,166 | $243,814 | dollars as filed | |
| ISHARES TR | 464288356 | CALIF MUN BD ETF | 4,372 | $243,695 | dollars as filed | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 1,115 | $243,144 | dollars as filed | |
| FIRST TR MID CAP CORE ALPHAD | 33735B108 | COM SHS | 2,102 | $241,403 | dollars as filed | |
| iShares U.S. Infrastructure ETF | 46435U713 | SHS | 4,906 | $241,326 | dollars as filed | |
| ISHARES TR | 46434V266 | INTERNATIONAL SL | 6,202 | $240,452 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 2,672 | $238,909 | dollars as filed | |
| BROOKFIELD INFRASTRUCTURE PA | G16252101 | LP INT UNIT | 7,119 | $238,487 | dollars as filed | |
| EASTERN BANKSHARES INC COM | 27627N105 | Stock | 15,611 | $238,380 | dollars as filed | |
| SPDR SERIES TRUST | 78464A151 | SST SPDR BLOOMBE | 7,295 | $237,744 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 665 | $237,252 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P744 | FTSE JAPAN ETF | 7,371 | $236,977 | dollars as filed | |
| Invesco BulletShares 2030 Corp Bd ETF | 46138J460 | SHS | 14,112 | $236,799 | dollars as filed | |
| AST SPACEMOBILE INC COM CL A | 00217D100 | Stock | 5,061 | $236,501 | dollars as filed | |
| HILLTOP HLDGS INC | 432748101 | COM | 7,761 | $235,534 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 5,068 | $234,830 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 3,592 | $234,720 | dollars as filed | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 21,891 | $233,355 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C540 | US EQTY PWR BUF | 5,815 | $232,658 | dollars as filed | |
| ISHARES TR | 464288109 | MORNINGSTAR VALU | 2,770 | $230,996 | dollars as filed | |
| WISDOMTREE TR | 97717W315 | EMER MKT HIGH FD | 5,093 | $230,662 | dollars as filed | |
| ISHARES TR | 46435G532 | MSCI GBL SUS DEV | 3,040 | $230,614 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 5,882 | $230,398 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 20,054 | $229,815 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X176 | TECH ALPHADEX | 1,459 | $229,585 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y201 | MUN INM ETF | 8,599 | $229,507 | dollars as filed | |
| GABELLI EQUITY TR INC COM | 362397101 | CEF | 39,426 | $229,458 | dollars as filed | |
| JPMORGAN ACTIVE BOND ETF | 46654Q716 | COM | 4,279 | $229,312 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 4,650 | $228,805 | dollars as filed | |
| VERISIGN INC COM | 92343E102 | Stock | 789 | $227,863 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 2,460 | $227,860 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 2,261 | $227,547 | dollars as filed | |
| HSBC HLDGS PLC SPON ADR NEW | 404280406 | ADR | 3,741 | $227,413 | dollars as filed | |
| THOR INDS INC | 885160101 | COM | 2,560 | $227,314 | dollars as filed | |
| VanEck Bitcoin Trust | 92189K105 | SHS | 7,433 | $226,484 | dollars as filed | |
| PROSHARES TR | 74347R107 | PSHS ULT S&P 500 | 2,315 | $226,222 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H489 | ALLIANZIM US EQU | 8,759 | $225,445 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 499 | $222,155 | dollars as filed | |
| PROSHARES TR | 74347R404 | PSHS ULT MCAP400 | 3,486 | $221,640 | dollars as filed | |
| VICI PPTYS INC COM | 925652109 | REIT | 6,796 | $221,550 | dollars as filed | |
| C3 AI INC | 12468P104 | CL A | 8,998 | $221,081 | dollars as filed | |
| WP CAREY INC COM | 92936U109 | REIT | 3,539 | $220,773 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 3,748 | $220,325 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G516 | ESG S&P 500 EQL | 8,000 | $220,320 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 583 | $218,608 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A879 | VAR RATE INVT | 8,682 | $217,476 | dollars as filed | |
| VANECK ETF TRUST | 92189H300 | JP MRGAN EM LOC | 8,574 | $217,359 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072562 | AVANTIS CORE FI | 5,218 | $217,173 | dollars as filed | |
| iShares Future AI & Tech ETF | 46435U556 | SHS | 5,294 | $217,039 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 4,985 | $216,086 | dollars as filed | |
| LEONARDO DRS INC COM | 52661A108 | Stock | 4,637 | $215,528 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 5,109 | $214,596 | dollars as filed | |
| GRIFFON CORP | 398433102 | COM | 2,962 | $214,363 | dollars as filed | |
| INGREDION INC COM | 457187102 | Stock | 1,577 | $213,878 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 4,138 | $213,518 | dollars as filed | |
| LA Z BOY INC | 505336107 | COM | 5,711 | $212,277 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 2,320 | $211,626 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 1,632 | $211,060 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 4,089 | $210,623 | dollars as filed | |
| DT MIDSTREAM INC COMMON STOCK | 23345M107 | Stock | 1,914 | $210,416 | dollars as filed | |
| RH | 74967X103 | COM | 1,112 | $210,179 | dollars as filed | |
| GOGO INC | 38046C109 | COM | 14,310 | $210,071 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647N873 | VCSHS US SMCP HG | 3,765 | $208,617 | dollars as filed | |
| GARRETT MOTION INC | 366505105 | COM | 19,823 | $208,336 | dollars as filed | |
| GLOBAL X FDS | 37954Y483 | NASDAQ 100 COVER | 12,444 | $208,058 | dollars as filed | |
| AMERICAN SUPERCONDUCTOR CORP | 030111207 | SHS NEW | 5,670 | $208,032 | dollars as filed | |
| CALAMOS ETF TR | 12811T407 | CEF INC ARB ETF | 7,302 | $207,859 | dollars as filed | |
| INVESCO INTERNATIONAL CORPORAT | 46138E636 | INTL CORP BD | 8,592 | $207,755 | dollars as filed | |
| NUVEEN DOW 30 DYNMC OVERWRT | 67075F105 | SHS | 14,473 | $207,537 | dollars as filed | |
| Low Duration Preferre | 26922A198 | AAM LW DUR PFD | 10,564 | $207,170 | dollars as filed | |
| BENTLEY SYS INC COM CL B | 08265T208 | Stock | 3,837 | $207,083 | dollars as filed | |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | 46435G193 | ETF | 8,900 | $206,747 | dollars as filed | |
| GABELLI DIVID & INCOME TR | 36242H104 | COM | 7,943 | $206,597 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 1,278 | $205,297 | dollars as filed | |
| FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | 33740F631 | ETF | 5,063 | $204,223 | dollars as filed | |
| EQUITY RESIDENTIAL | 29476L107 | SH BEN INT | 3,020 | $203,810 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 928 | $202,415 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 820 | $202,220 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 705 | $201,461 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U422 | FT VEST US EQUTY | 6,871 | $201,320 | dollars as filed | |
| FULTON FINL CORP PA | 360271100 | COM | 11,148 | $201,117 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E107 | EQUAL WEGT 0-30 | 7,316 | $200,971 | dollars as filed | |
| FORTIS INC | 349553107 | COM | 4,199 | $200,408 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P830 | SHRT DUR MNG MUN | 10,000 | $199,050 | dollars as filed | |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | 606822104 | ADR | 14,493 | $198,840 | dollars as filed | |
| ARBOR REALTY TRUST INC | 038923108 | COM | 17,952 | $192,081 | dollars as filed | |
| MITEK SYS INC | 606710200 | COM NEW | 19,046 | $188,555 | dollars as filed | |
| OXFORD SQUARE CAP CORP | 69181V107 | COM | 84,425 | $188,268 | dollars as filed | |
| NUVEEN MUNICIPAL CREDIT OPP FU | 670663103 | COM | 16,892 | $181,251 | dollars as filed | |
| USA TODAY CO INC | 36472T109 | COM | 50,000 | $179,000 | dollars as filed | |
| V F CORP COM | 918204108 | Stock | 15,111 | $177,551 | dollars as filed | |
| NATWEST GROUP PLC SPONS ADR | 639057207 | ADR | 12,402 | $175,482 | dollars as filed | |
| FRANKLIN LTD DURATION INCOME | 35472T101 | COM | 26,912 | $172,775 | dollars as filed | |
| EATON VANCE MUNICIPAL INCOME T | 27826U108 | SH BEN INT | 16,592 | $169,736 | dollars as filed | |
| GUGGENHEIM STRATEGIC OPPORTU | 40167F101 | COM SBI | 11,030 | $164,237 | dollars as filed | |
| HIGHLAND OPPS & INCOME FD | 43010E404 | HIGHLAND INCOME | 29,091 | $151,272 | dollars as filed | |
| COMPUGEN LTD | M25722105 | ORD | 83,179 | $148,059 | dollars as filed | |
| NUVEEN GLOBAL HIGH INCOME FD | 67075G103 | SHS | 11,255 | $145,527 | dollars as filed | |
| ALLSPRING MULTI SECTOR INCOM | 94987D101 | COM | 15,150 | $143,168 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 10,396 | $142,841 | dollars as filed | |
| NUVEEN MUN CR INCOME FD | 67070X101 | COM SH BEN INT | 11,356 | $135,364 | dollars as filed | |
| AGNC INVT CORP COM | 00123Q104 | REIT | 14,607 | $134,241 | dollars as filed | |
| EATON VANCE MUNICIPAL BOND FUN | 27827X101 | COM | 13,629 | $131,792 | dollars as filed | |
| SOLESENCE INC | 630079101 | COM | 30,182 | $131,594 | dollars as filed | |
| PIONEER DIVERSIFIED HIGH INCOM | 723653101 | COM | 10,130 | $126,676 | dollars as filed | |
| GAUZY LTD | M4757U106 | SHS | 14,565 | $122,929 | dollars as filed | |
| AMERICAN COASTAL INSURANCE C | 910710102 | COMMON STOCK | 11,000 | $122,320 | dollars as filed | |
| NEW GOLD INC CDA | 644535106 | COM | 23,361 | $115,637 | dollars as filed | |
| EATON VANCE TAX-MANAGED GLOB | 27829c105 | COM | 12,842 | $111,083 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 10,313 | $108,802 | dollars as filed | |
| ZEVRA THERAPEUTICS INC COM NEW | 488445206 | Stock | 12,120 | $106,777 | dollars as filed | |
| WIDEOPENWEST INC | 96758W101 | COM | 24,000 | $97,440 | dollars as filed | |
| GLOBAL X FDS | 37950E333 | GLBX SUPRINC ETF | 10,000 | $89,700 | dollars as filed | |
| IAMGOLD CORP COM | 450913108 | Stock | 12,187 | $89,574 | dollars as filed | |
| ENERGY FUELS INC | 292671708 | COM NEW | 14,181 | $81,541 | dollars as filed | |
| CORNERSTONE STRATEGIC INVEST | 21924B302 | COM | 10,000 | $81,200 | dollars as filed | |
| EAGLE POINT CREDIT COMPANY I | 269808101 | COM | 10,000 | $76,600 | dollars as filed | |
| NANO X IMAGING LTD | M70700105 | ORD SHS | 13,065 | $67,546 | dollars as filed | |
| NANO DIMENSION LTD | 63008G203 | SPONSORD ADS NEW | 39,949 | $64,717 | dollars as filed | |
| BIT DIGITAL INC | G1144A105 | COMMON STOCK | 28,295 | $61,966 | dollars as filed | |
| PRIME MEDICINE INC | 74168J101 | COM | 25,000 | $61,750 | dollars as filed | |
| CARECLOUD INC | 14167R100 | COM | 26,000 | $61,360 | dollars as filed | |
| PROSPECT CAPITAL CORPORATION | 74348T102 | COM | 18,490 | $58,798 | dollars as filed | |
| IMMUNEERING CORP | 45254E107 | CLASS A COM | 14,000 | $47,180 | dollars as filed | |
| NORTHERN DYNASTY MINERALS LTD COM NEW | 66510M204 | Stock | 32,525 | $43,584 | dollars as filed | |
| TECHPRECISION CORP | 878739200 | COM NEW | 11,300 | $42,262 | dollars as filed | |
| FINGERMOTION INC | 31788K108 | COM | 19,323 | $39,226 | dollars as filed | |
| QUANTUM SI INC | 74765K105 | COM CL A | 20,012 | $39,224 | dollars as filed | |
| AURORA INNOVATION INC CLASS A COM | 051774107 | Stock | 56,400 | $36,660 | dollars as filed | call |
| LUCID GROUP INC | 549498103 | COM | 14,300 | $30,173 | dollars as filed | |
| PROMIS NEUROSCIENCES INC | 74346M406 | COM NEW | 31,062 | $15,028 | dollars as filed | |
| BIG 5 SPORTING GOODS CORP | 08915P101 | COM | 10,496 | $14,904 | dollars as filed | |
| NEXALIN TECHNOLOGY INC COM | 65345B201 | Stock | 10,000 | $9,878 | dollars as filed | |
| ONCOLYTICS BIOTECH INC | 682310875 | COM NEW | 11,210 | $8,665 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001791965-25-000005 | this filing | 2025-08-08 | acceptance time not in the bulk data set |