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
$0
$7.07 Million 0.15% of portfolio
80,509
Q4 2024 Reduced 4.73%
$0
$7.1 Million 0.15% of portfolio
33,723
Q4 2024 Added 8.81%
$0
$7.15 Million 0.15% of portfolio
140,976
Q4 2024 Added 9.45%
$93.6B
$6.86 Million 0.15% of portfolio
114,812
Q4 2024 Added 0.33%
$0
$6.94 Million 0.15% of portfolio
293,164
Q4 2024 Added 190.79%
$191B
$6.77 Million 0.14% of portfolio
22,812
Q4 2024 Added 2.48%
$0
$6.65 Million 0.14% of portfolio
85,895
Q4 2024 Reduced 10.44%
$48B
$6.74 Million 0.14% of portfolio
155,289
Q4 2024 Added 0.61%
$60.5B
$6.25 Million 0.13% of portfolio
21,549
Q4 2024 Reduced 0.22%
$0
$6.03 Million 0.13% of portfolio
95,045
Q4 2024 Added 156.18%
$0
$5.91 Million 0.13% of portfolio
107,406
Q4 2024 Reduced 8.36%
$0
$6.12 Million 0.13% of portfolio
200,945
Q4 2024 Reduced 3.58%
$214B
$6.22 Million 0.13% of portfolio
28,278
Q4 2024 Added 13.15%
$0
$6.09 Million 0.13% of portfolio
27,562
Q4 2024 Reduced 0.99%
$0
$5.9 Million 0.13% of portfolio
40,581
Q4 2024 Added 184.72%
$0
$6.23 Million 0.13% of portfolio
123,664
Q4 2024 Added 36.59%
$0
$6.12 Million 0.13% of portfolio
64,091
Q4 2024 Added 6.37%
$0
$6.17 Million 0.13% of portfolio
244,464
Q4 2024 Added 25.04%
$152B
$5.99 Million 0.13% of portfolio
49,549
Q4 2024 Added 1.78%
$72.5B
$6.04 Million 0.13% of portfolio
4,766
Q4 2024 Added 0.08%
$194B
$5.88 Million 0.12% of portfolio
258,079
Q4 2024 Reduced 0.68%
$0
$5.55 Million 0.12% of portfolio
176,790
Q4 2024 Reduced 89.31%
$0
$5.83 Million 0.12% of portfolio
117,355
Q4 2024 Reduced 0.46%
$0
$5.82 Million 0.12% of portfolio
45,937
Q4 2024 Added 5.86%
$0
$5.85 Million 0.12% of portfolio
103,813
Q4 2024 Added 6.23%
$0
$5.46 Million 0.12% of portfolio
43,544
Q4 2024 Reduced 0.19%
$137B
$5.47 Million 0.12% of portfolio
23,982
Q4 2024 Added 0.62%
$0
$5.58 Million 0.12% of portfolio
23,045
Q4 2024 Added 1.34%
$0
$5.87 Million 0.12% of portfolio
9,437
Q4 2024 Reduced 4.79%
$186B
$5.69 Million 0.12% of portfolio
142,348
Q4 2024 Added 16.78%
$69.9B
$5.46 Million 0.12% of portfolio
100,859
Q4 2024 Reduced 0.27%
$294B
$5.01 Million 0.11% of portfolio
113,980
Q4 2024 Added 1.53%
$51.9B
$5.25 Million 0.11% of portfolio
268,040
Q4 2024 Added 10.74%
$0
$5.07 Million 0.11% of portfolio
100,961
Q4 2024 Added 0.75%
$0
$5.05 Million 0.11% of portfolio
21,462
Q4 2024 Reduced 1.68%
$0
$5.06 Million 0.11% of portfolio
23,488
Q4 2024 Reduced 2.97%
$34.8B
$5.22 Million 0.11% of portfolio
97,806
Q4 2024 Added 17.03%
$134B
$5.16 Million 0.11% of portfolio
14,318
Q4 2024 Added 1.42%
$549B
$5.03 Million 0.11% of portfolio
9,940
Q4 2024 Reduced 4.98%
$0
$5.11 Million 0.11% of portfolio
71,068
Q4 2024 Reduced 90.75%
$0
$5.39 Million 0.11% of portfolio
45,845
Q4 2024 Reduced 3.22%
$0
$5.32 Million 0.11% of portfolio
106,028
Q4 2024 Added 44.52%
$0
$5.34 Million 0.11% of portfolio
51,736
Q4 2024 Reduced 1.71%
$239B
$5.41 Million 0.11% of portfolio
77,045
Q4 2024 Reduced 1.19%
$0
$4.72 Million 0.1% of portfolio
98,053
Q4 2024 Added 4.53%
$236B
$4.54 Million 0.1% of portfolio
76,686
Q4 2024 Reduced 67.97%
$313B
$4.65 Million 0.1% of portfolio
74,676
Q4 2024 Added 2.04%
$154B
$4.56 Million 0.1% of portfolio
40,963
Q4 2024 Reduced 63.76%
$92.9B
$4.7 Million 0.1% of portfolio
43,584
Q4 2024 Added 14.79%

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
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email