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
$2.78B
$1.76 Million 0.04% of portfolio
18,148
Q4 2024 New
$1.36B
$1.79 Million 0.04% of portfolio
81,706
Q4 2024 New
$54.3B
$1.54 Million 0.03% of portfolio
2,886
Q4 2024 Added 1.02%
$294B
$1.33 Million 0.03% of portfolio
1,917
Q4 2024 Added 3.12%
$97.7B
$1.43 Million 0.03% of portfolio
48,333
Q4 2024 Reduced 16.79%
$4.04B
$1.65 Million 0.03% of portfolio
17,774
Q4 2024 New
$67.1B
$1.45 Million 0.03% of portfolio
4,822
Q4 2024 Added 1.2%
$71.4B
$1.48 Million 0.03% of portfolio
8,288
Q4 2024 Added 5.39%
$6.08B
$1.44 Million 0.03% of portfolio
7,569
Q4 2024 Reduced 2.89%
$1.49B
$1.28 Million 0.03% of portfolio
21,217
Q4 2024 Reduced 9.91%
$141B
$1.19 Million 0.03% of portfolio
16,946
Q4 2024 Added 4.7%
$28.1B
$1.21 Million 0.03% of portfolio
5,482
Q4 2024 Added 2.7%
$49B
$1.53 Million 0.03% of portfolio
4,381
Q4 2024 Reduced 68.93%
$33.5B
$1.65 Million 0.03% of portfolio
11,530
Q4 2024 Added 1.03%
$3.61B
$1.18 Million 0.03% of portfolio
5,826
Q4 2024 Added 5.43%
$45B
$1.48 Million 0.03% of portfolio
27,433
Q4 2024 Added 2.95%
$19B
$1.38 Million 0.03% of portfolio
3,288
Q3 2024 Added 0.95%
$85.4B
$1.25 Million 0.03% of portfolio
62,519
Q4 2024 Reduced 17.31%
$95.8B
$1.61 Million 0.03% of portfolio
10,818
Q4 2024 Added 1.36%
$60.1B
$1.61 Million 0.03% of portfolio
58,858
Q4 2024 Added 6.45%
$125B
$1.5 Million 0.03% of portfolio
18,726
Q4 2024 Reduced 10.61%
$98B
$1.22 Million 0.03% of portfolio
16,179
Q4 2024 Reduced 81.86%
$82.2B
$1.21 Million 0.03% of portfolio
1,896
Q4 2024 Added 5.39%
$10.7B
$1.59 Million 0.03% of portfolio
5,848
Q4 2024 Added 0.14%
$151B
$1.46 Million 0.03% of portfolio
24,275
Q4 2024 Added 48.19%
$18B
$1.38 Million 0.03% of portfolio
3,169
Q4 2024 Reduced 5.63%
$46.9B
$1.34 Million 0.03% of portfolio
10,938
Q4 2024 Reduced 3.42%
$52.2B
$1.26 Million 0.03% of portfolio
4,869
Q4 2024 Reduced 4.25%
$45.3B
$1.5 Million 0.03% of portfolio
11,200
Q4 2024 Added 8.29%
$78.2B
$1.63 Million 0.03% of portfolio
9,986
Q4 2024 Added 0.98%
$0
$756,000 0.02% of portfolio
40,108
Q4 2024 Reduced 0.62%
$53.9B
$844,000 0.02% of portfolio
4,378
Q4 2024 Reduced 6.49%
$242B
$804,000 0.02% of portfolio
12,279
Q4 2024 Reduced 5.21%
$5.24B
$859,000 0.02% of portfolio
136,408
Q4 2024 Added 3.14%
$70B
$1.01 Million 0.02% of portfolio
13,191
Q4 2024 Reduced 1.41%
$63.9B
$896,000 0.02% of portfolio
3,952
Q4 2024 Reduced 4.59%
$0
$908,000 0.02% of portfolio
24,840
Q4 2024 Reduced 0.79%
$14.5B
$1.04 Million 0.02% of portfolio
8,053
Q4 2024 Reduced 0.4%
$54.2B
$1.07 Million 0.02% of portfolio
15,655
Q4 2024 Reduced 2.7%
$18.5B
$916,000 0.02% of portfolio
5,643
Q4 2024 Added 3.24%
$0
$864,000 0.02% of portfolio
27,052
Q3 2024 Reduced 0.68%
$75.7B
$873,000 0.02% of portfolio
3,882
Q4 2024 Added 41.11%
$39.8B
$726,000 0.02% of portfolio
15,278
Q4 2024 Added 0.25%
$22B
$1.02 Million 0.02% of portfolio
31,030
Q4 2024 Reduced 3.52%
$12B
$992,000 0.02% of portfolio
4,337
Q4 2024 Added 9.74%
$26.6B
$1.11 Million 0.02% of portfolio
27,776
Q4 2024 Reduced 44.88%
$39.8B
$1.02 Million 0.02% of portfolio
13,383
Q4 2024 Added 12.77%
$0
$955,000 0.02% of portfolio
63,941
Q4 2024 Added 7.65%
$76.8B
$748,000 0.02% of portfolio
3,195
Q4 2024 Added 4.89%

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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