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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.55T
$144 Million 3.07% of portfolio
576,996
Q4 2024 Added 5.03%
$271B
$124 Million 2.62% of portfolio
920,299
Q4 2024 Added 3.42%
$2T
$109 Million 2.31% of portfolio
495,631
Q4 2024 Added 3.89%
$2.84T
$89.6 Million 1.9% of portfolio
212,613
Q4 2024 Added 1.0%
$0
$73.2 Million 1.55% of portfolio
1,629,613
Q4 2024 Added 200.4%
$389B
$55.1 Million 1.17% of portfolio
330,667
Q4 2024 Reduced 4.07%
$412B
$49.5 Million 1.05% of portfolio
54,062
Q4 2024 Added 6.14%
$783B
$49.3 Million 1.05% of portfolio
63,845
Q4 2024 Added 16.76%
$543B
$46.8 Million 0.99% of portfolio
148,178
Q4 2024 Added 10.83%
$277B
$44.8 Million 0.95% of portfolio
134,117
Q4 2024 Added 2.2%
$398B
$43.4 Million 0.92% of portfolio
48,694
Q4 2024 Reduced 8.45%
$502B
$40.1 Million 0.85% of portfolio
76,182
Q4 2024 Added 10.47%
$209B
$38.7 Million 0.82% of portfolio
232,266
Q4 2024 Added 10.19%
$65.5B
$36.3 Million 0.77% of portfolio
293,289
Q4 2024 Added 1,182.64%
$97.7B
$31.3 Million 0.67% of portfolio
170,909
Q4 2024 Added 18.97%
$377B
$31.1 Million 0.66% of portfolio
79,919
Q4 2024 Added 24.91%
$980B
$25.7 Million 0.55% of portfolio
135,694
Q4 2024 Added 15.85%
$77B
$25.9 Million 0.55% of portfolio
111,802
Q4 2024 Added 14.24%
$1.36T
$24.8 Million 0.53% of portfolio
42,023
Q4 2024 Added 0.62%
$646B
$21.1 Million 0.45% of portfolio
46,498
Q4 2024 Reduced 20.62%
$434B
$20.6 Million 0.44% of portfolio
142,365
Q4 2024 Reduced 6.5%
$728B
$19.8 Million 0.42% of portfolio
49,001
Q4 2024 Added 11.85%
$240B
$19.4 Million 0.41% of portfolio
195,056
Q4 2024 Reduced 43.5%
$226B
$16.9 Million 0.36% of portfolio
58,232
Q4 2024 Added 2.18%
$145B
$16.2 Million 0.35% of portfolio
226,662
Q4 2024 Added 54.48%
$1.01T
$16.2 Million 0.34% of portfolio
84,888
Q4 2024 Added 1.07%
$455B
$15.6 Million 0.33% of portfolio
144,843
Q4 2024 Added 8.73%
$302B
$15.2 Million 0.32% of portfolio
105,085
Q4 2024 Reduced 8.77%
$51.9B
$14.6 Million 0.31% of portfolio
108,151
Q4 2024 Added 542.49%
$410B
$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%
$171B
$12.7 Million 0.27% of portfolio
48,586
Q4 2024 Added 7.32%
$158B
$12.7 Million 0.27% of portfolio
339,629
Q4 2024 Added 5.77%
$210B
$12.9 Million 0.27% of portfolio
84,607
Q4 2024 Reduced 0.45%
$20.8B
$12.9 Million 0.27% of portfolio
170,247
Q4 2024 Added 32.38%
$378B
$12.2 Million 0.26% of portfolio
68,602
Q4 2024 Reduced 7.42%
$9.24B
$11.1 Million 0.24% of portfolio
103,024
Q4 2024 Reduced 11.19%
$9.11B
$11.3 Million 0.24% of portfolio
263,431
Q4 2024 Added 2.02%
$47.6B
$11.4 Million 0.24% of portfolio
186,527
Q4 2024 Added 9.66%
$42.7B
$10.1 Million 0.22% of portfolio
131,676
Q4 2024 Added 11.39%
$26.4B
$10.2 Million 0.22% of portfolio
60,407
Q4 2024 Added 641.1%
$144B
$10.5 Million 0.22% of portfolio
42,369
Q4 2024 Added 11.02%
$156B
$10.3 Million 0.22% of portfolio
20,736
Q4 2024 Added 0.01%
$201B
$10.6 Million 0.22% of portfolio
20,297
Q4 2024 Added 9.11%
$35.3B
$10.3 Million 0.22% of portfolio
33,160
Q4 2024 Added 7.1%
$12.1B
$9.66 Million 0.21% of portfolio
168,607
Q4 2024 Added 11.39%
$97B
$9.68 Million 0.21% of portfolio
35,056
Q4 2024 Added 11.04%
$108B
$9.31 Million 0.2% of portfolio
43,836
Q4 2024 Reduced 0.4%
$173B
$9.36 Million 0.2% of portfolio
1,884
Q4 2024 Reduced 13.5%

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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