Kingsview Wealth Management, LLC Portfolio Holdings

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

Kingsview Wealth Management, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.71 Billion distributed in 1241 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Northern Lts Fd Tr Iv Monarch with a value of $173M, Apple Inc. with a value of $144M, Ishares Core U.S. Aggregate Bo with a value of $125M, Nvidia Corp with a value of $124M, and Spdr Portfolio with a value of $113M.

Examining the 13F form we can see an increase of $259M in the current position value, from $4.45B to 4.71B.

Kingsview Wealth Management, LLC is based out at Grants Pass, OR

Below you can find more details about Kingsview Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.71 Billion
ETFs: $1.95 Billion
Technology: $638 Million
Financial Services: $296 Million
Consumer Cyclical: $283 Million
Consumer Defensive: $274 Million
Industrials: $223 Million
Healthcare: $211 Million
Communication Services: $185 Million
Other: $249 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$173 Million 3.68% of portfolio
6,048,838
Q4 2024 Added 25.13%
$3.79T
$144 Million 3.07% of portfolio
576,996
Q4 2024 Added 5.03%
$0
$125 Million 2.65% of portfolio
1,286,651
Q4 2024 Added 35.86%
$299B
$124 Million 2.62% of portfolio
920,299
Q4 2024 Added 3.42%
$0
$113 Million 2.4% of portfolio
1,283,008
Q4 2024 Added 190.06%
$2.42T
$109 Million 2.31% of portfolio
495,631
Q4 2024 Added 3.89%
$0
$109 Million 2.31% of portfolio
4,910,530
Q4 2024 Added 26.04%
$0
$105 Million 2.23% of portfolio
3,041,756
Q4 2024 Reduced 2.3%
$3.09T
$89.6 Million 1.9% of portfolio
212,613
Q4 2024 Added 1.0%
$0
$80.3 Million 1.71% of portfolio
2,881,509
Q4 2024 Added 1,667.49%
$0
$73.2 Million 1.55% of portfolio
1,629,613
Q4 2024 Added 200.4%
$459B
$55.1 Million 1.17% of portfolio
330,667
Q4 2024 Reduced 4.07%
$0
$54.9 Million 1.17% of portfolio
2,198,133
Q4 2024 New
$0
$50.1 Million 1.06% of portfolio
98,052
Q4 2024 Reduced 0.88%
$0
$49.9 Million 1.06% of portfolio
214,671
Q4 2024 Added 22.9%
$434B
$49.5 Million 1.05% of portfolio
54,062
Q4 2024 Added 6.14%
$0
$49.1 Million 1.04% of portfolio
91,096
Q4 2024 Added 2.79%
$559B
$46.8 Million 0.99% of portfolio
148,178
Q4 2024 Added 10.83%
$342B
$44.8 Million 0.95% of portfolio
134,117
Q4 2024 Added 2.2%
$435B
$43.4 Million 0.92% of portfolio
48,694
Q4 2024 Reduced 8.45%
$530B
$40.1 Million 0.85% of portfolio
76,182
Q4 2024 Added 10.47%
$222B
$38.7 Million 0.82% of portfolio
232,266
Q4 2024 Added 10.19%
$0
$38.4 Million 0.82% of portfolio
396,642
Q4 2024 Added 1,083.19%
$76.8B
$36.3 Million 0.77% of portfolio
293,289
Q4 2024 Added 1,182.64%
$86.1B
$31.3 Million 0.67% of portfolio
170,909
Q4 2024 Added 18.97%
$422B
$31.1 Million 0.66% of portfolio
79,919
Q4 2024 Added 24.91%
$784B
$29.3 Million 0.62% of portfolio
122,378
Q4 2024 Added 3.63%
$0
$27.5 Million 0.58% of portfolio
459,743
Q4 2024 Reduced 9.03%
$0
$26.7 Million 0.57% of portfolio
194,080
Q4 2024 Added 6.61%
$1.22T
$25.7 Million 0.55% of portfolio
135,694
Q4 2024 Added 15.85%
$89.6B
$25.9 Million 0.55% of portfolio
111,802
Q4 2024 Added 14.24%
$1.55T
$24.8 Million 0.53% of portfolio
42,023
Q4 2024 Added 0.62%
$0
$24 Million 0.51% of portfolio
41,006
Q4 2024 Reduced 5.39%
$0
$23.6 Million 0.5% of portfolio
257,553
Q4 2024 Added 70.44%
$0
$22.6 Million 0.48% of portfolio
211,191
Q4 2024 Added 85.31%
$0
$22.8 Million 0.48% of portfolio
319,075
Q4 2024 Added 4,157.74%
$610B
$21.1 Million 0.45% of portfolio
46,498
Q4 2024 Reduced 20.62%
$398B
$20.6 Million 0.44% of portfolio
142,365
Q4 2024 Reduced 6.5%
$0
$19.7 Million 0.42% of portfolio
258,594
Q4 2024 Reduced 20.91%
$1.28T
$19.8 Million 0.42% of portfolio
49,001
Q4 2024 Added 11.85%
$0
$19.3 Million 0.41% of portfolio
192,204
Q4 2024 Reduced 4.81%
$250B
$19.4 Million 0.41% of portfolio
195,056
Q4 2024 Reduced 43.5%
$0
$19 Million 0.4% of portfolio
138,056
Q4 2024 Reduced 11.76%
$0
$18.3 Million 0.39% of portfolio
198,258
Q4 2024 Reduced 15.89%
$0
$18.3 Million 0.39% of portfolio
449,600
Q4 2024 Reduced 38.95%
$44.8B
$17.8 Million 0.38% of portfolio
359,676
Q4 2024 Reduced 23.46%
$0
$17.3 Million 0.37% of portfolio
226,691
Q4 2024 Reduced 7.44%
$0
$17.5 Million 0.37% of portfolio
29,649
Q4 2024 Reduced 28.99%
$0
$16.9 Million 0.36% of portfolio
131,198
Q4 2024 Reduced 87.69%

Summary

  • Portfolio
  • No. of Stocks 1,241
  • Current Value $4.71 Billion
  • Prior Value $4.45 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 128 stocks
  • Additional Purchases 533 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 398 stocks
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