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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 WISDOMTREE CONTINUOUS COMMOD 19,246 370 0.22%
2 WHITING PETE CORP NEW 10,591 100 0.06%
3 WHITING PETE CORP NEW 200 0 0.00% Call
4 WEYERHAEUSER CO 9,844 334 0.20%
5 WELLS FARGO & CO NEW 1,000 0 0.00% Call
6 WELLS FARGO & CO NEW 1,000 2 0.00% Call
7 WELLS FARGO & CO NEW 10,723 597 0.35%
8 WALGREENS BOOTS ALLIANCE INC 27,963 2,322 1.38%
9 VODAFONE GROUP PLC NEW 12,066 319 0.19%
10 VISA INC 400 1 0.00% Call
11 VISA INC 13,300 1,182 0.70%
12 VISA INC 100 0 0.00% Call
13 VERIZON COMMUNICATIONS INC 300 0 0.00% Call
14 VERIZON COMMUNICATIONS INC 200 0 0.00% Call
15 VERIZON COMMUNICATIONS INC 30,626 1,493 0.89%
16 VERIZON COMMUNICATIONS INC 100 0 0.00% Call
17 VERIZON COMMUNICATIONS INC 200 0 0.00% Call
18 VERIZON COMMUNICATIONS INC 200 1 0.00% Call
19 VERIZON COMMUNICATIONS INC 200 0 0.00% Put
20 VANGUARD WHITEHALL FDS 6,605 513 0.30%
21 VANGUARD TAX-MANAGED FDS 16,530 650 0.39%
22 VANGUARD SPECIALIZED FUNDS 4,289 386 0.23%
23 VANGUARD SCOTTSDALE FDS 4,334 279 0.17%
24 VANGUARD SCOTTSDALE FDS 5,648 508 0.30%
25 VANGUARD SCOTTSDALE FDS 5,919 360 0.21%
26 VANGUARD INTL EQUITY INDEX F 7,219 287 0.17%
27 VANGUARD INTL EQUITY INDEX F 7,766 371 0.22%
28 VANGUARD INDEX FDS 5,706 644 0.38%
29 VANGUARD INDEX FDS 8,313 1,021 0.61%
30 VANGUARD INDEX FDS 4,479 597 0.35%
31 VANGUARD INDEX FDS 2,905 352 0.21%
32 VANGUARD INDEX FDS 4,427 623 0.37%
33 VANGUARD INDEX FDS 6,681 681 0.40%
34 VANGUARD INDEX FDS 5,093 709 0.42%
35 VANGUARD INDEX FDS 13,224 1,261 0.75%
36 VANGUARD INDEX FDS 5,079 1,099 0.65%
37 VANGUARD INDEX FDS 3,996 486 0.29%
38 VANGUARD BD INDEX FDS 2,658 222 0.13%
39 VANGUARD BD INDEX FDS 2,669 213 0.13%
40 VANGUARD BD INDEX FDS 10,241 830 0.49%
41 VANGUARD ADMIRAL FDS INC 1,657 208 0.12%
42 VANGUARD ADMIRAL FDS INC 6,667 788 0.47%
43 VANGUARD ADMIRAL FDS INC 2,817 282 0.17%
44 VALLEY NATL BANCORP 40,000 472 0.28%
45 UR ENERGY INC 12,000 8 0.00%
46 UNITED STATES COMMODITY INDEX FUND 36,018 1,410 0.84%
47 UNITED RENTALS INC 2,275 284 0.17%
48 UNITED PARCEL SERVICE INC 200 0 0.00% Put
49 UNITED PARCEL SERVICE INC 1,000 1 0.00% Put
50 UNITED PARCEL SERVICE INC 3,635 390 0.23%
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