Kingsview Wealth Management, LLC Portfolio Holdings

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 2025

Kingsview Wealth Management, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.73 Billion distributed in 1206 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 $175M, Apple Inc. with a value of $159M, Ishares Trishares 0 3 Mnth Tre with a value of $129M, Ishares Core U.S. Aggregate Bo with a value of $126M, and Northern Lts Fd Tr Iv Monarch with a value of $123M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $4.71B to 4.73B.

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 $4.73 Billion
ETFs: $2 Billion
Technology: $614 Million
Consumer Cyclical: $294 Million
Financial Services: $284 Million
Healthcare: $252 Million
Communication Services: $211 Million
Consumer Defensive: $197 Million
Industrials: $192 Million
Other: $264 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$175 Million 3.7% of portfolio
6,059,656
Q1 2025 Added 0.18%
$3.45T
$159 Million 3.36% of portfolio
716,147
Q1 2025 Added 24.12%
$0
$129 Million 2.73% of portfolio
1,283,761
Q1 2025 Added 567.92%
$0
$126 Million 2.67% of portfolio
1,275,465
Q1 2025 Reduced 0.87%
$0
$123 Million 2.59% of portfolio
5,378,106
Q1 2025 Added 9.52%
$416B
$107 Million 2.26% of portfolio
987,285
Q1 2025 Added 7.28%
$0
$103 Million 2.18% of portfolio
1,279,544
Q1 2025 Reduced 0.27%
$2.32T
$100 Million 2.12% of portfolio
526,608
Q1 2025 Added 6.25%
$0
$93.8 Million 1.98% of portfolio
2,803,995
Q1 2025 Reduced 7.82%
$3.77T
$80.7 Million 1.71% of portfolio
215,087
Q1 2025 Added 1.16%
$0
$77.8 Million 1.64% of portfolio
2,721,082
Q1 2025 Reduced 5.57%
$738B
$57.4 Million 1.21% of portfolio
69,445
Q1 2025 Added 8.77%
$1.58T
$54.5 Million 1.15% of portfolio
94,478
Q1 2025 Added 124.82%
$642B
$53.2 Million 1.13% of portfolio
380,496
Q1 2025 Added 15.07%
$0
$52.5 Million 1.11% of portfolio
2,054,045
Q1 2025 Reduced 6.56%
$283B
$50.1 Million 1.06% of portfolio
250,218
Q1 2025 Added 7.73%
$530B
$49.1 Million 1.04% of portfolio
52,632
Q1 2025 Added 8.09%
$533B
$46.7 Million 0.99% of portfolio
85,188
Q1 2025 Added 11.82%
$0
$46.3 Million 0.98% of portfolio
98,747
Q1 2025 Added 0.71%
$0
$44.9 Million 0.95% of portfolio
217,262
Q1 2025 Added 1.21%
$138B
$42.7 Million 0.9% of portfolio
208,359
Q1 2025 Added 410.75%
$264B
$40.9 Million 0.87% of portfolio
152,467
Q1 2025 Added 13.68%
$0
$36.6 Million 0.78% of portfolio
379,926
Q1 2025 Reduced 4.21%
$54.2B
$36.7 Million 0.78% of portfolio
221,232
Q1 2025 Added 14,747.79%
$855B
$30.5 Million 0.64% of portfolio
124,173
Q1 2025 Added 1.47%
$0
$26.9 Million 0.57% of portfolio
286,589
Q1 2025 Added 11.27%
$0
$26.8 Million 0.57% of portfolio
183,595
Q1 2025 Reduced 5.4%
$0
$24.9 Million 0.53% of portfolio
229,376
Q1 2025 Added 8.61%
$0
$24.8 Million 0.52% of portfolio
413,615
Q1 2025 Reduced 10.03%
$380B
$24.1 Million 0.51% of portfolio
65,645
Q1 2025 Reduced 17.86%
$0
$23.9 Million 0.51% of portfolio
542,393
Q1 2025 Reduced 66.72%
$0
$23.3 Million 0.49% of portfolio
41,591
Q1 2025 Added 1.43%
$0
$23 Million 0.49% of portfolio
338,776
Q1 2025 Added 6.17%
$622B
$22.8 Million 0.48% of portfolio
42,826
Q1 2025 Reduced 7.9%
$1.14T
$21.7 Million 0.46% of portfolio
140,080
Q1 2025 Added 3.23%
$0
$21.9 Million 0.46% of portfolio
230,036
Q1 2025 Added 16.03%
$54.9B
$21.3 Million 0.45% of portfolio
360,502
Q1 2025 Added 0.23%
$575B
$21.1 Million 0.45% of portfolio
60,250
Q1 2025 Reduced 59.34%
$0
$20.4 Million 0.43% of portfolio
222,655
Q1 2025 Added 71.6%
$417B
$19.8 Million 0.42% of portfolio
20,934
Q1 2025 Reduced 61.28%
$113B
$19 Million 0.4% of portfolio
113,531
Q1 2025 Added 1.55%
$220B
$18.8 Million 0.4% of portfolio
60,229
Q1 2025 Added 3.43%
$207B
$18.3 Million 0.39% of portfolio
203,453
Q1 2025 Added 4.3%
$294B
$17.3 Million 0.37% of portfolio
103,544
Q1 2025 Reduced 1.47%
$0
$17.5 Million 0.37% of portfolio
90,583
Q1 2025 Added 168.61%
$452B
$16.9 Million 0.36% of portfolio
142,313
Q1 2025 Reduced 1.75%
$0
$17.2 Million 0.36% of portfolio
301,803
Q1 2025 Added 38.44%
$0
$16.2 Million 0.34% of portfolio
195,920
Q1 2025 Added 7.89%
$0
$15.6 Million 0.33% of portfolio
203,354
Q1 2025 Reduced 10.29%

Summary

  • Portfolio
  • No. of Stocks 1,206
  • Current Value $4.73 Billion
  • Prior Value $4.71 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 106 stocks
  • Additional Purchases 454 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 478 stocks
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