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
$37.3B
$261,000 0.01% of portfolio
2,667
Q4 2024 Added 8.59%
$12.3B
$281,000 0.01% of portfolio
2,656
Q4 2024 Reduced 9.04%
$4.72B
$486,000 0.01% of portfolio
9,464
Q4 2024 Added 2.72%
$31.1B
$307,000 0.01% of portfolio
4,729
Q4 2024 Reduced 57.1%
$80.4B
$273,000 0.01% of portfolio
563
Q4 2024 Added 18.53%
$17.7B
$462,000 0.01% of portfolio
7,082
Q4 2024 Added 6.32%
$6.98B
$397,000 0.01% of portfolio
6,500
Q1 2022 Added 38.46%
$45.6B
$286,000 0.01% of portfolio
6,157
Q4 2024 Added 44.84%
$12.1B
$319,000 0.01% of portfolio
1,769
Q4 2024 Reduced 0.11%
$11.6B
$275,000 0.01% of portfolio
6,574
Q4 2024 Added 9.33%
$5.52B
$385,000 0.01% of portfolio
4,030
Q4 2024 Reduced 6.24%
$15.4B
$645,000 0.01% of portfolio
5,125
Q4 2024 Reduced 1.2%
$259B
$335,000 0.01% of portfolio
1,726
Q4 2024 Added 2.74%
$25.4B
$282,000 0.01% of portfolio
2,616
Q4 2024 New
$16.4B
$310,000 0.01% of portfolio
5,410
Q4 2024 Added 7.47%
$145B
$510,000 0.01% of portfolio
9,012
Q4 2024 Reduced 0.25%
$15.3B
$363,000 0.01% of portfolio
4,974
Q4 2024 Reduced 91.07%
$10.1B
$376,000 0.01% of portfolio
17,545
Q4 2024 Reduced 6.87%
$0
$386,000 0.01% of portfolio
1,726
Q1 2023 New
$0
$380,000 0.01% of portfolio
7,213
Q4 2024 New
$0
$236,000 0.01% of portfolio
4,562
Q4 2024 Added 13.2%
$0
$418,000 0.01% of portfolio
9,080
Q4 2024 Added 7.93%
$0
$274,000 0.01% of portfolio
4,700
Q4 2024 New
$0
$384,000 0.01% of portfolio
2,026
Q4 2024 Added 33.55%
$0
$377,000 0.01% of portfolio
1,414
Q4 2024 Added 0.21%
$0
$437,000 0.01% of portfolio
4,896
Q4 2024 Added 60.21%
$0
$325,000 0.01% of portfolio
5,531
Q4 2024 Added 7.77%
$0
$256,000 0.01% of portfolio
4,118
Q4 2024 New
$0
$286,000 0.01% of portfolio
763
Q2 2024 Reduced 0.65%
$0
$440,000 0.01% of portfolio
1,733
Q4 2024 Reduced 3.35%
$32.7B
$508,000 0.01% of portfolio
5,873
Q4 2024 Added 60.73%
$70B
$479,000 0.01% of portfolio
3,478
Q4 2024 Reduced 0.34%
$0
$278,000 0.01% of portfolio
55,514
Q4 2024 Reduced 12.1%
$25.3B
$248,000 0.01% of portfolio
23,376
Q4 2024 Reduced 4.47%
$3.98B
$494,000 0.01% of portfolio
46,645
Q4 2024 Reduced 76.44%
$5.72B
$267,000 0.01% of portfolio
2,335
Q4 2024 New
$0
$457,000 0.01% of portfolio
5,878
Q4 2024 New
$0
$487,000 0.01% of portfolio
9,245
Q1 2022 Reduced 0.01%
$0
$605,000 0.01% of portfolio
7,481
Q4 2024 Added 17.94%
$0
$287,000 0.01% of portfolio
5,333
Q4 2024 Reduced 0.37%
$0
$292,000 0.01% of portfolio
6,696
Q3 2024 Reduced 89.84%
$0
$315,000 0.01% of portfolio
5,049
Q3 2024 Reduced 1.64%
$36.8B
$586,000 0.01% of portfolio
8,688
Q4 2024 Reduced 6.41%
$19.4B
$319,000 0.01% of portfolio
6,623
Q4 2024 Added 15.56%
$23B
$272,000 0.01% of portfolio
2,578
Q4 2024 Reduced 29.79%
$29B
$452,000 0.01% of portfolio
2,509
Q4 2024 Reduced 6.69%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 8.87%
Ab Active Etfs Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Ab Active Etfs Inc
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 8.3%

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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