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
$95.4B
$2.45 Million 0.05% of portfolio
12,147
Q4 2024 Added 1.29%
$9.67B
$2.08 Million 0.04% of portfolio
57,866
Q4 2024 Added 457.96%
$54.8B
$2.03 Million 0.04% of portfolio
22,063
Q4 2024 Added 3.43%
$4.16B
$2.01 Million 0.04% of portfolio
78,341
Q4 2024 New
$25.5B
$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%
$109B
$1.79 Million 0.04% of portfolio
31,718
Q4 2024 Reduced 66.5%
$0
$1.88 Million 0.04% of portfolio
53,366
Q4 2024 Added 4.74%
$120B
$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%
$10.3B
$2.02 Million 0.04% of portfolio
24,473
Q4 2024 New
$59.4B
$1.78 Million 0.04% of portfolio
55,167
Q4 2024 Added 5.26%
$25.8B
$1.67 Million 0.04% of portfolio
27,559
Q4 2024 Added 5.22%
$43.2B
$1.91 Million 0.04% of portfolio
25,797
Q4 2024 Reduced 0.56%
$1.43B
$1.66 Million 0.04% of portfolio
143,962
Q4 2024 New
$0
$1.67 Million 0.04% of portfolio
13,968
Q4 2024 Reduced 2.04%
$0
$1.79 Million 0.04% of portfolio
22,858
Q4 2024 Added 0.22%
$0
$2 Million 0.04% of portfolio
78,453
Q4 2024 Added 1.03%
$0
$1.71 Million 0.04% of portfolio
42,422
Q4 2024 Added 11.66%
$0
$1.78 Million 0.04% of portfolio
55,686
Q4 2024 Added 12.59%
$0
$1.75 Million 0.04% of portfolio
17,504
Q4 2024 Reduced 3.71%
$0
$1.85 Million 0.04% of portfolio
44,842
Q4 2024 Reduced 1.92%
$0
$2.09 Million 0.04% of portfolio
72,719
Q4 2024 Reduced 4.68%
$0
$1.9 Million 0.04% of portfolio
36,248
Q4 2024 Added 17.31%
$0
$1.97 Million 0.04% of portfolio
14,142
Q4 2024 Added 34.48%
$0
$1.7 Million 0.04% of portfolio
15,147
Q4 2024 Added 5.5%
$0
$2.11 Million 0.04% of portfolio
31,875
Q4 2024 Reduced 20.96%
$0
$2.08 Million 0.04% of portfolio
44,522
Q4 2024 Added 9.87%
$0
$1.69 Million 0.04% of portfolio
36,952
Q4 2024 New
$48.1B
$1.88 Million 0.04% of portfolio
14,367
Q4 2024 Added 12.27%
$99.7B
$1.78 Million 0.04% of portfolio
3,123
Q4 2024 Added 1.2%
$2.91B
$1.83 Million 0.04% of portfolio
6,317
Q4 2024 Added 65.8%
$22.6B
$1.98 Million 0.04% of portfolio
21,895
Q4 2024 Reduced 20.64%
$72B
$1.93 Million 0.04% of portfolio
22,646
Q4 2024 Added 23.63%
$0
$1.73 Million 0.04% of portfolio
67,152
Q4 2024 Added 98.18%
$2.1B
$2.01 Million 0.04% of portfolio
106,623
Q4 2024 Added 92.94%
$0
$2.01 Million 0.04% of portfolio
25,121
Q4 2024 Reduced 0.44%
$0
$1.68 Million 0.04% of portfolio
30,659
Q4 2024 Added 1.87%
$7.12B
$1.78 Million 0.04% of portfolio
22,208
Q4 2024 New
$80.5B
$1.68 Million 0.04% of portfolio
4,562
Q4 2024 Reduced 0.61%
$41.4B
$2.07 Million 0.04% of portfolio
2,939
Q4 2024 Added 0.86%
$0
$1.66 Million 0.04% of portfolio
33,857
Q4 2024 Added 0.9%
$0
$2.1 Million 0.04% of portfolio
8,272
Q4 2024 Added 15.69%
$0
$1.71 Million 0.04% of portfolio
8,644
Q4 2024 Added 2.43%
$0
$1.99 Million 0.04% of portfolio
24,861
Q4 2024 Added 3.89%
$31.4B
$1.76 Million 0.04% of portfolio
8,360
Q4 2024 Reduced 21.12%
$2.48B
$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
$0
$1.24 Million 0.03% of portfolio
50,250
Q4 2024 Added 2.05%

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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