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Institutional Investment Manager
KINGSVIEW WEALTH MANAGEMENT, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC (CIK: 0001791965). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Original 13F HR (0001791965-20-000012) filed in 2020.01.29
#
Name
Shares
Value ($)
%
Options
Notes
1 RYDEX ETF TRUST 59,459 5,400 3.20%
2 SELECT SECTOR SPDR TR 58,707 3,130 1.86%
3 APPLE INC 24,395 3,113 1.85%
4 SPDR S&P 500 ETF TR 12,892 3,039 1.80%
5 AT&T INC 72,125 2,997 1.78%
6 SCHWAB U.S. LARGE-CAP ETF 52,468 2,952 1.75%
7 ISHARES TR 23,010 2,713 1.61%
8 SELECT SECTOR SPDR TR 41,519 2,701 1.60%
9 SELECT SECTOR SPDR TR 47,173 2,472 1.47%
10 SPDR SERIES TRUST 56,131 2,413 1.43%
11 ISHARES TRUST US HLTHCR PR ETF 17,358 2,328 1.38%
12 WALGREENS BOOTS ALLIANCE INC 27,963 2,322 1.38%
13 JPMORGAN CHASE & CO 26,356 2,315 1.37%
14 POWERSHARES ETF TR II 116,855 2,198 1.30%
15 AMAZON COM INC 2,108 1,869 1.11%
16 FLEXSHARES TR 68,080 1,655 0.98%
17 BERKSHIRE HATHAWAY INC DEL 9,727 1,621 0.96%
18 JOHNSON & JOHNSON 12,406 1,545 0.92%
19 CHEVRON CORP NEW 14,334 1,539 0.91%
20 ISHARES TRUST S&P 100 ETF 14,572 1,526 0.91%
21 INVESCO EXCHNG TRADED FD TR 75,720 1,502 0.89%
22 VERIZON COMMUNICATIONS INC 30,626 1,493 0.89%
23 FACEBOOK INC 10,492 1,490 0.88%
24 SPDR SERIES TRUST 21,076 1,470 0.87%
25 SCHWAB US AGGREGATE BOND ETF 27,250 1,411 0.84%
26 UNITED STATES COMMODITY INDEX FUND 36,018 1,410 0.84%
27 SPDR SER TR 28,828 1,387 0.82%
28 MICROSOFT CORP 20,226 1,332 0.79%
29 PROSHARES TR 56,593 1,328 0.79%
30 SCHWAB INTERNATIONAL EQUITY ETF 43,733 1,306 0.77%
31 POWERSHARES QQQ TRUST 9,769 1,293 0.77%
32 ISHARES TR 32,910 1,274 0.76%
33 POWERSHARES ETF TRUST II 54,317 1,263 0.75%
34 VANGUARD INDEX FDS 13,224 1,261 0.75%
35 SCHWAB U.S. LARGE-CAP GROWTH ETF 20,710 1,253 0.74%
36 DISNEY WALT CO 10,656 1,208 0.72%
37 EXXON MOBIL CORP 14,669 1,203 0.71%
38 SCHWAB SHORT-TERM US TREASURY ETF 23,594 1,191 0.71%
39 VISA INC 13,300 1,182 0.70%
40 FIRST TR EXCNGE TRD ALPHADEX 32,395 1,180 0.70%
41 SCHWAB U.S. MID-CAP ETF 24,738 1,171 0.69%
42 ISHARES TR 10,674 1,158 0.69%
43 ALPHABET INC 1,364 1,156 0.69%
44 FIRST TR EXCHANGE TRADED FD 26,273 1,148 0.68%
45 VANGUARD INDEX FDS 5,079 1,099 0.65%
46 INVESCO EXCHANGE-TRADED FD T 9,012 1,089 0.65%
47 PUBLIC SVC ENTERPRISE GRP IN 23,559 1,045 0.62%
48 SCHWAB US DIVIDEND EQUITY ETF 23,123 1,031 0.61%
49 VANGUARD INDEX FDS 8,313 1,021 0.61%
50 SPDR SER TR 28,136 992 0.59%
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