Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KINGSVIEW WEALTH MANAGEMENT LLC | 05-09-2024 | 03-31-2024 | 1053 | 3,986,009,193 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 51 | $15,861,173 | 37,718 | 0.00 | 0.00 | 1,932 | 5.40 | 03-31-2024 |
| WISDOMTREE TR | FLOATNG RAT TREA | 52 | $15,155,866 | 301,369 | 0.00 | 0.00 | 60,727 | 25.24 | 03-31-2024 |
| CISCO SYS INC | COM | 53 | $14,636,519 | 293,258 | 0.00 | 0.00 | 4,200 | 1.45 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 54 | $14,491,242 | 96,013 | 0.00 | 0.00 | 567 | 0.59 | 03-31-2024 |
