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
$233B
$16.9 Million 0.36% of portfolio
58,232
Q4 2024 Added 2.18%
$133B
$16.2 Million 0.35% of portfolio
226,662
Q4 2024 Added 54.48%
$0
$16.7 Million 0.35% of portfolio
74,373
Q4 2024 Added 682.79%
$983B
$16.2 Million 0.34% of portfolio
84,888
Q4 2024 Added 1.07%
$431B
$15.6 Million 0.33% of portfolio
144,843
Q4 2024 Added 8.73%
$0
$15.4 Million 0.33% of portfolio
84,571
Q4 2024 Reduced 0.11%
$265B
$15.2 Million 0.32% of portfolio
105,085
Q4 2024 Reduced 8.77%
$0
$14.9 Million 0.32% of portfolio
181,596
Q4 2024 Added 159.42%
$0
$15 Million 0.32% of portfolio
310,026
Q4 2024 Added 156.95%
$43.6B
$14.6 Million 0.31% of portfolio
108,151
Q4 2024 Added 542.49%
$401B
$13.5 Million 0.29% of portfolio
80,492
Q4 2024 Added 1.81%
$177B
$13.5 Million 0.29% of portfolio
69,356
Q4 2024 Added 3.69%
$0
$13.2 Million 0.28% of portfolio
52,951
Q4 2024 Added 832.56%
$0
$13 Million 0.28% of portfolio
436,612
Q4 2024 Reduced 3.88%
$0
$13.1 Million 0.28% of portfolio
256,364
Q4 2024 Added 3.13%
$0
$13.3 Million 0.28% of portfolio
32,396
Q4 2024 Reduced 5.44%
$150B
$12.7 Million 0.27% of portfolio
339,629
Q4 2024 Added 5.77%
$0
$12.5 Million 0.27% of portfolio
217,996
Q4 2024 Added 11.81%
$202B
$12.9 Million 0.27% of portfolio
84,607
Q4 2024 Reduced 0.45%
$0
$12.6 Million 0.27% of portfolio
76,176
Q4 2024 Added 51.25%
$19.7B
$12.9 Million 0.27% of portfolio
170,247
Q4 2024 Added 32.38%
$317B
$12.2 Million 0.26% of portfolio
68,602
Q4 2024 Reduced 7.42%
$0
$12.1 Million 0.26% of portfolio
206,678
Q4 2024 Added 71.71%
$0
$11.8 Million 0.25% of portfolio
421,641
Q4 2024 Added 363.57%
$0
$11.5 Million 0.25% of portfolio
422,621
Q4 2024 Added 305.82%
$0
$11.9 Million 0.25% of portfolio
129,755
Q4 2024 Added 5.02%
$8.61B
$11.1 Million 0.24% of portfolio
103,024
Q4 2024 Reduced 11.19%
$0
$11.1 Million 0.24% of portfolio
228,616
Q4 2024 Reduced 10.43%
$8.81B
$11.3 Million 0.24% of portfolio
263,431
Q4 2024 Added 2.02%
$0
$11.3 Million 0.24% of portfolio
97,074
Q4 2024 Added 65.83%
$0
$11.5 Million 0.24% of portfolio
220,150
Q4 2024 New
$49.4B
$11.4 Million 0.24% of portfolio
186,527
Q4 2024 Added 9.66%
$0
$11.2 Million 0.24% of portfolio
84,952
Q4 2024 Added 401.84%
$0
$11.4 Million 0.24% of portfolio
60,107
Q4 2024 New
$0
$11.4 Million 0.24% of portfolio
264,888
Q4 2024 New
$0
$11.3 Million 0.24% of portfolio
199,388
Q4 2024 Added 65.64%
$0
$11 Million 0.23% of portfolio
228,913
Q4 2024 Added 95.7%
$36.7B
$10.1 Million 0.22% of portfolio
131,676
Q4 2024 Added 11.39%
$25B
$10.2 Million 0.22% of portfolio
60,407
Q4 2024 Added 641.1%
$139B
$10.5 Million 0.22% of portfolio
42,369
Q4 2024 Added 11.02%
$154B
$10.3 Million 0.22% of portfolio
20,736
Q4 2024 Added 0.01%
$176B
$10.6 Million 0.22% of portfolio
20,297
Q4 2024 Added 9.11%
$35.5B
$10.3 Million 0.22% of portfolio
33,160
Q4 2024 Added 7.1%
$0
$9.89 Million 0.21% of portfolio
182,819
Q4 2024 Reduced 7.39%
$0
$9.67 Million 0.21% of portfolio
83,906
Q4 2024 Added 5.63%
$12.2B
$9.66 Million 0.21% of portfolio
168,607
Q4 2024 Added 11.39%
$100B
$9.68 Million 0.21% of portfolio
35,056
Q4 2024 Added 11.04%
$0
$9.88 Million 0.21% of portfolio
110,904
Q4 2024 Added 65.42%
$0
$10 Million 0.21% of portfolio
29,216
Q4 2024 Added 2.86%

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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