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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
101 CVS HEALTH CORP 7,523 590 0.35%
102 TEXAS INSTRS INC 7,292 587 0.35%
103 COSTCO WHSL CORP NEW 3,445 578 0.34%
104 BOEING CO 3,210 568 0.34%
105 ISHARES TR 11,099 565 0.34%
106 ISHARES TR 6,619 555 0.33%
107 ISHARES TR 6,508 550 0.33%
108 SELECT SECTOR SPDR TR 10,034 548 0.33%
109 APARTMENT INVT & MGMT CO 12,093 536 0.32%
110 STARBUCKS CORP 9,157 535 0.32%
111 ALPS ETF TR 41,787 531 0.31%
112 SCHLUMBERGER LTD 6,700 524 0.31%
113 FLEXSHARES QUALITY DIVIDEND INDEX FUND 12,750 520 0.31%
114 VANGUARD WHITEHALL FDS 6,605 513 0.30%
115 VANGUARD SCOTTSDALE FDS 5,648 508 0.30%
116 RYDEX ETF TRUST 7,376 506 0.30%
117 JETBLUE AIRWAYS CORP 24,200 499 0.30%
118 VANGUARD INDEX FDS 3,996 486 0.29%
119 DEVON ENERGY CORP NEW 11,571 483 0.29%
120 MERCK & CO INC 7,591 482 0.29%
121 ISHARES TR 4,188 481 0.29%
122 COMCAST CORP NEW 12,775 480 0.28%
123 ISHARES 7-10 YEAR TREASURY BOND ETF 4,490 474 0.28%
124 FIRST TR EXCHANGE TRADED FD 24,149 472 0.28%
125 VALLEY NATL BANCORP 40,000 472 0.28%
126 DUKE ENERGY CORP NEW 5,615 460 0.27%
127 KAMAN CORP COM 9,354 450 0.27%
128 PROSHARES TR 7,963 448 0.27%
129 ISHARES TR 1,886 447 0.27%
130 ALLIANCEBERNSTEIN HLDG L P 19,422 444 0.26%
131 ARCHER DANIELS MIDLAND CO 9,500 437 0.26%
132 SELECT SECTOR SPDR TR 4,673 411 0.24%
133 POWERSHARES ETF TRUST 26,615 400 0.24%
134 UNITED PARCEL SERVICE INC 3,635 390 0.23%
135 VANGUARD SPECIALIZED FUNDS 4,289 386 0.23%
136 SWIFT TRANSN CO 18,492 380 0.23%
137 CBOE HLDGS INC 4,650 377 0.22%
138 DEERE & CO 3,446 375 0.22%
139 VANGUARD INTL EQUITY INDEX F 7,766 371 0.22%
140 MCDONALDS CORP 2,853 370 0.22%
141 WISDOMTREE CONTINUOUS COMMOD 19,246 370 0.22%
142 VANGUARD SCOTTSDALE FDS 5,919 360 0.21%
143 POWERSHARES ETF TRUST II 15,408 359 0.21%
144 HANESBRANDS INC 16,994 353 0.21%
145 ISHARES TR 4,113 352 0.21%
146 VANGUARD INDEX FDS 2,905 352 0.21%
147 FIRST TR EXCHANGE TRADED FD 6,742 351 0.21%
148 SSGA ACTIVE ETF TR 7,378 351 0.21%
149 FIRST TR EXCHANGE TRADED FD 12,951 344 0.20%
150 PULTE GROUP INC 14,550 343 0.20%
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