Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC is an independent Registered Investment Adviser headquartered in Chicago, Illinois. The firm serves a diverse client base including individuals, high-net-worth families, and institutions, offering financial planning, portfolio management, and wealth advisory services. Incorporated in Delaware, Kingsview was founded in 2014 and has since grown to manage billions in client assets. The firm employs a team of experienced advisors and support professionals and serves clients across the United States.
Investment Strategy
Kingsview Wealth Management provides customized financial solutions through diversified portfolios, focusing on risk management, asset allocation, and strategic investment selection. The firm utilizes a disciplined investment process that combines active and passive strategies across equities, fixed income, ETFs, and alternative investments. Their aim is to help clients achieve their long-term financial goals while maintaining a keen focus on tax efficiency, capital preservation, and adapting portfolios to clients' evolving needs.
Top Holdings
Equity Positions (1,135)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MPRO | NORTHERN LTS FD TR IV | 4.10% | $242.3M | 8,139,056 | $27.46 | $29.78 | +$67.3M |
A AGG | ISHARES TR | 2.68% | $158.2M | 1,594,509 | $99.00 | $99.20 | +$32.0M |
N NVDA | NVIDIA CORPORATION | 2.58% | $152.2M | 963,146 | $36.69 | $157.99 | +$45.2M |
S SPYG | SPDR SERIES TRUST | 2.19% | $129.1M | 1,354,081 | $78.75 | $95.32 | +$26.2M |
M MAMB | NORTHERN LTS FD TR IV | 2.16% | $127.6M | 5,529,997 | $22.78 | $23.07 | +$5.0M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
P PAAS | PAN AMERN SILVER CORP | New | Call | $345.0K | 460 | $28.40 | $28.40 | +460 | +$345.0K |
A AUR | AURORA INNOVATION INC | New | Call | $36.7K | 564 | $5.24 | $5.24 | +564 | +$36.7K |