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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$159 Million 3.36% of portfolio
716,147
Q1 2025 Added 24.12%
$409B
$107 Million 2.26% of portfolio
987,285
Q1 2025 Added 7.28%
$2.3T
$100 Million 2.12% of portfolio
526,608
Q1 2025 Added 6.25%
$3.75T
$80.7 Million 1.71% of portfolio
215,087
Q1 2025 Added 1.16%
$760B
$57.4 Million 1.21% of portfolio
69,445
Q1 2025 Added 8.77%
$1.62T
$54.5 Million 1.15% of portfolio
94,478
Q1 2025 Added 124.82%
$618B
$53.2 Million 1.13% of portfolio
380,496
Q1 2025 Added 15.07%
$287B
$50.1 Million 1.06% of portfolio
250,218
Q1 2025 Added 7.73%
$562B
$49.1 Million 1.04% of portfolio
52,632
Q1 2025 Added 8.09%
$527B
$46.7 Million 0.99% of portfolio
85,188
Q1 2025 Added 11.82%
$144B
$42.7 Million 0.9% of portfolio
208,359
Q1 2025 Added 410.75%
$260B
$40.9 Million 0.87% of portfolio
152,467
Q1 2025 Added 13.68%
$53.2B
$36.7 Million 0.78% of portfolio
221,232
Q1 2025 Added 14,747.79%
$847B
$30.5 Million 0.64% of portfolio
124,173
Q1 2025 Added 1.47%
$379B
$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%
$1.07T
$21.7 Million 0.46% of portfolio
140,080
Q1 2025 Added 3.23%
$573B
$21.1 Million 0.45% of portfolio
60,250
Q1 2025 Reduced 59.34%
$434B
$19.8 Million 0.42% of portfolio
20,934
Q1 2025 Reduced 61.28%
$112B
$19 Million 0.4% of portfolio
113,531
Q1 2025 Added 1.55%
$222B
$18.8 Million 0.4% of portfolio
60,229
Q1 2025 Added 3.43%
$212B
$18.3 Million 0.39% of portfolio
203,453
Q1 2025 Added 4.3%
$297B
$17.3 Million 0.37% of portfolio
103,544
Q1 2025 Reduced 1.47%
$475B
$16.9 Million 0.36% of portfolio
142,313
Q1 2025 Reduced 1.75%
$177B
$14.5 Million 0.31% of portfolio
74,306
Q1 2025 Added 7.14%
$339B
$14.4 Million 0.3% of portfolio
68,689
Q1 2025 Added 0.13%
$254B
$14.2 Million 0.3% of portfolio
57,295
Q1 2025 Added 102.61%
$9.91B
$14.4 Million 0.3% of portfolio
236,822
Q1 2025 Added 40.46%
$364B
$13.9 Million 0.29% of portfolio
81,753
Q1 2025 Added 1.57%
$1.11T
$13.4 Million 0.28% of portfolio
85,788
Q1 2025 Added 1.06%
$159B
$13 Million 0.27% of portfolio
41,585
Q1 2025 Reduced 14.41%
$410B
$12.6 Million 0.27% of portfolio
75,976
Q1 2025 Reduced 46.63%
$176B
$12.2 Million 0.26% of portfolio
39,021
Q1 2025 Added 264.48%
$138B
$12.3 Million 0.26% of portfolio
52,574
Q1 2025 Added 24.09%
$187B
$12.3 Million 0.26% of portfolio
82,185
Q1 2025 Reduced 2.86%
$1T
$12.3 Million 0.26% of portfolio
47,534
Q1 2025 Reduced 2.99%
$9.61B
$12 Million 0.25% of portfolio
442,466
Q1 2025 Added 37.13%
$92.5B
$12 Million 0.25% of portfolio
36,493
Q1 2025 Added 4.1%
$231B
$10.8 Million 0.23% of portfolio
81,664
Q1 2025 Added 1.96%
$157B
$11.1 Million 0.23% of portfolio
300,666
Q1 2025 Reduced 11.47%
$25.8B
$11 Million 0.23% of portfolio
125,205
Q1 2025 Added 5.32%
$83.5B
$10.7 Million 0.23% of portfolio
24,532
Q1 2025 Added 4.39%
$51.7B
$11.1 Million 0.23% of portfolio
163,416
Q1 2025 Reduced 12.39%
$10.5B
$10.9 Million 0.23% of portfolio
66,788
Q1 2025 Reduced 5.91%
$48.3B
$11 Million 0.23% of portfolio
105,606
Q1 2025 Reduced 2.35%
$167B
$10.7 Million 0.23% of portfolio
21,535
Q1 2025 Added 6.1%
$103B
$10.3 Million 0.22% of portfolio
47,292
Q1 2025 Reduced 72.33%
$7.14B
$10.5 Million 0.22% of portfolio
58,654
Q1 2025 Added 5.1%
$147B
$10.3 Million 0.22% of portfolio
145,330
Q1 2025 Reduced 35.88%

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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