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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86B
$4.59 Million 0.1% of portfolio
108,204
Q4 2024 Added 31.75%
$57.6B
$4.65 Million 0.1% of portfolio
40,795
Q4 2024 Added 0.69%
$33B
$4.49 Million 0.1% of portfolio
47,785
Q4 2024 Added 1.75%
$81.6B
$4.28 Million 0.09% of portfolio
33,181
Q4 2024 Added 3.12%
$97.2B
$4.19 Million 0.09% of portfolio
23,656
Q4 2024 Added 11.65%
$179B
$4.05 Million 0.09% of portfolio
11,159
Q4 2024 Reduced 4.92%
$71.1B
$4.2 Million 0.09% of portfolio
9,093
Q4 2024 Added 0.99%
$41.1B
$4.07 Million 0.09% of portfolio
40,498
Q4 2024 Added 31.39%
$146B
$4.23 Million 0.09% of portfolio
159,281
Q4 2024 Added 28.84%
$237B
$4.46 Million 0.09% of portfolio
37,065
Q4 2024 Added 97.07%
$22.6B
$4.07 Million 0.09% of portfolio
46,391
Q4 2024 Reduced 0.27%
$0
$4.17 Million 0.09% of portfolio
432,115
Q4 2024 Added 8.82%
$42.3B
$4.4 Million 0.09% of portfolio
24,657
Q4 2024 Reduced 0.02%
$219B
$3.77 Million 0.08% of portfolio
10,706
Q4 2024 Reduced 0.75%
$12.7B
$3.57 Million 0.08% of portfolio
78,039
Q4 2024 Added 25.45%
$145B
$3.88 Million 0.08% of portfolio
42,014
Q4 2024 Added 110.88%
$359M
$3.68 Million 0.08% of portfolio
311,976
Q4 2024 New
$73B
$4 Million 0.08% of portfolio
8,520
Q4 2024 Added 2.2%
$177B
$3.85 Million 0.08% of portfolio
50,943
Q4 2024 Added 46.87%
$55.1B
$3.71 Million 0.08% of portfolio
20,369
Q4 2024 Added 99.27%
$191B
$3.68 Million 0.08% of portfolio
31,840
Q4 2024 Reduced 35.98%
$956B
$3.55 Million 0.08% of portfolio
17,965
Q4 2024 Added 6.08%
$66.4B
$3.92 Million 0.08% of portfolio
82,045
Q4 2024 Reduced 0.55%
$68.3B
$3.42 Million 0.07% of portfolio
33,018
Q4 2024 Added 146.22%
$3.91B
$3.45 Million 0.07% of portfolio
58,903
Q4 2024 New
$108B
$3.4 Million 0.07% of portfolio
19,722
Q4 2024 Reduced 0.26%
$76.5B
$3.28 Million 0.07% of portfolio
36,120
Q4 2024 Added 133.88%
$17.2B
$3.42 Million 0.07% of portfolio
70,353
Q4 2024 New
$37.4B
$3.43 Million 0.07% of portfolio
31,381
Q4 2024 Added 47.2%
$67.4B
$3.33 Million 0.07% of portfolio
23,855
Q4 2024 Reduced 2.35%
$118B
$3.19 Million 0.07% of portfolio
15,021
Q4 2024 Added 0.63%
$72.9B
$3.49 Million 0.07% of portfolio
18,086
Q4 2024 Added 0.9%
$16.1B
$3.49 Million 0.07% of portfolio
28,352
Q4 2024 Added 2.21%
$4.03B
$3.13 Million 0.07% of portfolio
46,177
Q4 2024 New
$3.86B
$3.38 Million 0.07% of portfolio
184,879
Q4 2024 New
$60.5B
$3.39 Million 0.07% of portfolio
14,074
Q4 2024 Added 0.6%
$164B
$2.85 Million 0.06% of portfolio
23,564
Q4 2024 Added 24.07%
$91.5B
$2.71 Million 0.06% of portfolio
11,676
Q4 2024 Added 230.86%
$113B
$2.68 Million 0.06% of portfolio
27,013
Q4 2024 Added 14.41%
$78.5B
$2.96 Million 0.06% of portfolio
8,650
Q4 2024 Added 6.19%
$80.2B
$2.62 Million 0.06% of portfolio
10,340
Q4 2024 Added 2.11%
$5.3B
$2.8 Million 0.06% of portfolio
42,631
Q4 2024 Added 103.43%
$101B
$2.77 Million 0.06% of portfolio
4,397
Q4 2024 Reduced 1.63%
$20.6B
$2.8 Million 0.06% of portfolio
24,141
Q4 2024 Added 208.31%
$6.74B
$2.84 Million 0.06% of portfolio
37,735
Q3 2024 Reduced 7.36%
$36.2B
$2.97 Million 0.06% of portfolio
9,409
Q4 2024 Added 9.18%
$185B
$2.93 Million 0.06% of portfolio
2,765
Q4 2024 Added 4.81%
$126B
$2.81 Million 0.06% of portfolio
26,397
Q4 2024 Added 12.0%
$96.5B
$2.83 Million 0.06% of portfolio
34,362
Q4 2024 Added 3.31%

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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