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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
401 FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 12,911 596 0.35%
402 WELLS FARGO & CO NEW 10,723 597 0.35%
403 VANGUARD INDEX FDS 4,479 597 0.35%
404 VANGUARD INDEX FDS 4,427 623 0.37%
405 HOME DEPOT INC 4,329 636 0.38%
406 SCHWAB U.S. BROAD MARKET ETF 11,167 637 0.38%
407 RYDEX ETF TRUST 10,856 639 0.38%
408 TORONTO DOMINION BK ONT 12,750 639 0.38%
409 VANGUARD INDEX FDS 5,706 644 0.38%
410 VANGUARD TAX-MANAGED FDS 16,530 650 0.39%
411 ISHARES TR 4,393 652 0.39%
412 AMERICAN EXPRESS CO 8,300 657 0.39%
413 ISHARES TR 3,859 661 0.39%
414 BANK AMER CORP 28,477 672 0.40%
415 SPDR SERIES TRUST 6,036 680 0.40%
416 VANGUARD INDEX FDS 6,681 681 0.40%
417 INTERNATIONAL BUSINESS MACHS 4,013 699 0.41%
418 PROCTER AND GAMBLE CO 7,841 705 0.42%
419 AMERICAN TOWER CORP NEW 5,822 708 0.42%
420 VANGUARD INDEX FDS 5,093 709 0.42%
421 RYDEX ETF TRUST 11,449 714 0.42%
422 CLAYMORE EXCHANGE TRD FD TR 33,815 715 0.42%
423 FIRST TR EXCNGE TRD ALPHADEX 21,755 727 0.43%
424 PEPSICO INC 6,496 727 0.43%
425 AMERICAN HOMES 4 RENT CL A 31,989 734 0.44%
426 FIRST TR LRG CP VL ALPHADEX 15,067 743 0.44%
427 ALPS ETF TR 17,896 769 0.46%
428 CME GROUP INC 7,860 772 0.46%
429 FIRST TR VALUE LINE DIVID INSHS 27,047 785 0.47%
430 SPDR SERIES TRUST PRTFLO S&P500 GW ETF 6,912 786 0.47%
431 FIRST TR EXCHANGE TRADED FD 13,710 787 0.47%
432 VANGUARD ADMIRAL FDS INC 6,667 788 0.47%
433 FIRST TR MULTI CP VAL ALPHA 15,321 795 0.47%
434 RYDEX ETF TRUST 8,926 800 0.47%
435 RYDEX ETF TRUST 5,976 811 0.48%
436 VANGUARD BD INDEX FDS 10,241 830 0.49%
437 PIMCO ETF TR 8,289 838 0.50%
438 ALTRIA GROUP INC 11,754 839 0.50%
439 FIRST TR EXCNGE TRD ALPHADEX 25,091 840 0.50%
440 FIRST TR MULTI CAP VALUE ALP 15,083 848 0.50%
441 SCHWAB U.S. SMALL-CAP ETF 13,725 864 0.51%
442 SPDR SERIES TRUST 28,278 866 0.51%
443 CISCO SYS INC 26,115 883 0.52%
444 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 17,484 937 0.56%
445 ISHARES TR 7,035 967 0.57%
446 ISHARES TR 8,564 975 0.58%
447 SPDR SERIES TRUST 26,477 978 0.58%
448 SPDR SER TR 11,209 988 0.59%
449 FIRST TR NASDAQ ABA CMNTY BK 19,549 990 0.59%
450 SPDR SER TR 28,136 992 0.59%
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