Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KINGSVIEW WEALTH MANAGEMENT LLC | 02-08-2024 | 12-31-2023 | 987 | 3,349,049,176 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $101,679,701 | 528,124 | 0.00 | 0.00 | -7,031 | -1.31 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $73,193,985 | 194,644 | 0.00 | 0.00 | 871 | 0.45 | 12-31-2023 |
| NORTHERN LTS FD TR IV | MONARCH PROCAP | 3 | $101,319,578 | 3,775,918 | 0.00 | 0.00 | 858,774 | 29.44 | 12-31-2023 |
| AMAZON COM INC | COM | 4 | $62,124,497 | 408,875 | 0.00 | 0.00 | 25,640 | 6.69 | 12-31-2023 |
