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
$0
$2.89 Million 0.06% of portfolio
143,638
Q4 2024 Added 30.58%
$129B
$2.63 Million 0.06% of portfolio
28,822
Q4 2024 Reduced 5.24%
$86.8B
$2.61 Million 0.06% of portfolio
20,720
Q4 2024 Reduced 48.18%
$3.47B
$2.48 Million 0.05% of portfolio
48,419
Q4 2024 Added 31.96%
$6.62B
$2.48 Million 0.05% of portfolio
359,103
Q4 2024 New
$8.98B
$2.39 Million 0.05% of portfolio
10,000
Q1 2021 Reduced 67.53%
$134B
$2.49 Million 0.05% of portfolio
15,309
Q4 2024 Added 2.12%
$1.42B
$2.46 Million 0.05% of portfolio
252,064
Q4 2024 Reduced 21.07%
$4.32B
$2.53 Million 0.05% of portfolio
21,744
Q4 2024 Added 55.3%
$141B
$2.33 Million 0.05% of portfolio
5,507
Q4 2024 Added 32.25%
$19.3B
$2.18 Million 0.05% of portfolio
19,720
Q4 2024 Added 13.71%
$72.2B
$2.51 Million 0.05% of portfolio
9,526
Q4 2024 Added 2.06%
$202B
$2.4 Million 0.05% of portfolio
4,184
Q4 2024 Added 0.92%
$5.71B
$2.42 Million 0.05% of portfolio
16,350
Q4 2024 New
$201B
$2.27 Million 0.05% of portfolio
4,354
Q4 2024 Added 2.21%
$47.2B
$2.18 Million 0.05% of portfolio
68,026
Q4 2024 Reduced 0.19%
$5.36B
$2.37 Million 0.05% of portfolio
17,580
Q4 2024 New
$4.55B
$2.25 Million 0.05% of portfolio
28,404
Q4 2024 New
$7.76B
$2.47 Million 0.05% of portfolio
47,491
Q4 2024 New
$55.2B
$2.13 Million 0.05% of portfolio
9,078
Q4 2024 Added 4.13%
$920M
$2.29 Million 0.05% of portfolio
96,184
Q4 2024 New
$115B
$2.25 Million 0.05% of portfolio
21,245
Q4 2024 Added 0.27%
$6.08B
$2.24 Million 0.05% of portfolio
31,812
Q4 2024 New
$6.1B
$2.2 Million 0.05% of portfolio
41,378
Q4 2024 Added 387.37%
$6.85B
$2.43 Million 0.05% of portfolio
35,334
Q4 2024 Added 23.51%
$94.6B
$2.45 Million 0.05% of portfolio
12,147
Q4 2024 Added 1.29%
$10.7B
$2.08 Million 0.04% of portfolio
57,866
Q4 2024 Added 457.96%
$53.1B
$2.03 Million 0.04% of portfolio
22,063
Q4 2024 Added 3.43%
$5.07B
$2.01 Million 0.04% of portfolio
78,341
Q4 2024 New
$25.2B
$2.01 Million 0.04% of portfolio
39,799
Q4 2024 Added 13.32%
$0
$1.73 Million 0.04% of portfolio
79,087
Q4 2024 Reduced 6.13%
$127B
$1.79 Million 0.04% of portfolio
31,718
Q4 2024 Reduced 66.5%
$119B
$1.7 Million 0.04% of portfolio
6,141
Q4 2024 Added 1.62%
$0
$1.83 Million 0.04% of portfolio
39,268
Q4 2024 Reduced 0.19%
$10.6B
$2.02 Million 0.04% of portfolio
24,473
Q4 2024 New
$65B
$1.78 Million 0.04% of portfolio
55,167
Q4 2024 Added 5.26%
$36.4B
$1.67 Million 0.04% of portfolio
27,559
Q4 2024 Added 5.22%
$45B
$1.91 Million 0.04% of portfolio
25,797
Q4 2024 Reduced 0.56%
$1.52B
$1.66 Million 0.04% of portfolio
143,962
Q4 2024 New
$47.8B
$1.88 Million 0.04% of portfolio
14,367
Q4 2024 Added 12.27%
$91.9B
$1.78 Million 0.04% of portfolio
3,123
Q4 2024 Added 1.2%
$2.88B
$1.83 Million 0.04% of portfolio
6,317
Q4 2024 Added 65.8%
$23.2B
$1.98 Million 0.04% of portfolio
21,895
Q4 2024 Reduced 20.64%
$80.4B
$1.93 Million 0.04% of portfolio
22,646
Q4 2024 Added 23.63%
$2.27B
$2.01 Million 0.04% of portfolio
106,623
Q4 2024 Added 92.94%
$8.13B
$1.78 Million 0.04% of portfolio
22,208
Q4 2024 New
$80.8B
$1.68 Million 0.04% of portfolio
4,562
Q4 2024 Reduced 0.61%
$43.9B
$2.07 Million 0.04% of portfolio
2,939
Q4 2024 Added 0.86%
$30.9B
$1.76 Million 0.04% of portfolio
8,360
Q4 2024 Reduced 21.12%

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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