Kingsview Wealth Management, LLC Portfolio Holdings

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024

Kingsview Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.45 Billion distributed in 1221 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 $147M, Ishares Core S&P Total U.S. St with a value of $134M, Apple Inc. with a value of $128M, Northern Lts Fd Tr Iv Monarch with a value of $108M, and Nvidia Corp with a value of $108M.

Examining the 13F form we can see an increase of $475M in the current position value, from $3.97B to 4.45B.

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 $4.45 Billion
ETFs: $1.84 Billion
Technology: $598 Million
Financial Services: $287 Million
Consumer Cyclical: $255 Million
Healthcare: $253 Million
Consumer Defensive: $201 Million
Industrials: $196 Million
Communication Services: $158 Million
Other: $262 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.85T
$128 Million 2.88% of portfolio
549,386
Q3 2024 Reduced 0.04%
$345B
$108 Million 2.43% of portfolio
889,896
Q3 2024 Added 0.14%
$3.21T
$90.6 Million 2.04% of portfolio
210,505
Q3 2024 Added 0.9%
$2.15T
$88.9 Million 2.0% of portfolio
477,074
Q3 2024 Added 10.04%
$489B
$58.7 Million 1.32% of portfolio
344,701
Q3 2024 Added 4.16%
$760B
$48.4 Million 1.09% of portfolio
54,679
Q3 2024 Added 3.5%
$432B
$45.2 Million 1.01% of portfolio
50,933
Q3 2024 Added 6.26%
$197B
$39.7 Million 0.89% of portfolio
210,792
Q3 2024 Added 11.77%
$255B
$39.2 Million 0.88% of portfolio
345,225
Q3 2024 Added 19.13%
$400B
$37.7 Million 0.85% of portfolio
53,191
Q3 2024 Added 9.4%
$518B
$36.8 Million 0.83% of portfolio
133,698
Q3 2024 Added 11.08%
$331B
$35.9 Million 0.81% of portfolio
131,225
Q3 2024 Added 13.41%
$507B
$34.1 Million 0.77% of portfolio
68,959
Q3 2024 Added 10.82%
$96.5B
$33.4 Million 0.75% of portfolio
143,658
Q3 2024 Added 5.1%
$628B
$27 Million 0.61% of portfolio
58,578
Q3 2024 Added 49.87%
$437B
$25.9 Million 0.58% of portfolio
63,979
Q3 2024 Reduced 0.81%
$405B
$24.7 Million 0.55% of portfolio
152,256
Q3 2024 Added 3.61%
$0
$23.9 Million 0.54% of portfolio
542,485
Q3 2024 Reduced 64.34%
$1.29T
$23.9 Million 0.54% of portfolio
41,766
Q3 2024 Added 6.61%
$1.01T
$19.4 Million 0.44% of portfolio
117,134
Q3 2024 Added 15.71%
$215B
$17.4 Million 0.39% of portfolio
56,987
Q3 2024 Added 5.34%
$67.4B
$16.9 Million 0.38% of portfolio
97,869
Q3 2024 Added 1,039.6%
$318B
$17 Million 0.38% of portfolio
115,187
Q3 2024 Added 14.89%
$491B
$15.6 Million 0.35% of portfolio
133,211
Q3 2024 Added 2.44%
$321B
$14.6 Million 0.33% of portfolio
74,101
Q3 2024 Added 3.16%
$149B
$14.6 Million 0.33% of portfolio
45,272
Q3 2024 Added 37.85%
$1.05T
$14 Million 0.32% of portfolio
83,990
Q3 2024 Reduced 4.33%
$225B
$14.5 Million 0.32% of portfolio
84,988
Q3 2024 Added 2.9%
$426B
$13.7 Million 0.31% of portfolio
79,058
Q3 2024 Added 4.85%
$191B
$13.4 Million 0.3% of portfolio
321,096
Q3 2024 Added 3.86%
$244B
$12.7 Million 0.29% of portfolio
239,429
Q3 2024 Added 4.69%
$177B
$13 Million 0.29% of portfolio
66,890
Q3 2024 Added 73.88%
$151B
$12.4 Million 0.28% of portfolio
146,725
Q3 2024 Reduced 4.86%
$13.3B
$11.6 Million 0.26% of portfolio
357,607
Q3 2024 Reduced 7.91%
$1.13T
$11.5 Million 0.26% of portfolio
43,808
Q3 2024 Reduced 3.01%
$208B
$11.5 Million 0.26% of portfolio
18,603
Q3 2024 Reduced 0.33%
$11.2B
$11.1 Million 0.25% of portfolio
116,009
Q3 2024 Reduced 0.13%
$103B
$10.9 Million 0.25% of portfolio
31,572
Q3 2024 Added 2.89%
$154B
$10.7 Million 0.24% of portfolio
11,251
Q3 2024 Added 2.49%
$77.6B
$10.6 Million 0.24% of portfolio
169,234
Q3 2024 Added 1.87%
$176B
$10.6 Million 0.24% of portfolio
38,105
Q3 2024 Added 2.57%
$214B
$10.9 Million 0.24% of portfolio
113,030
Q3 2024 Added 13.94%
$136B
$10.7 Million 0.24% of portfolio
18,301
Q3 2024 Added 2.93%
$170B
$10.7 Million 0.24% of portfolio
20,733
Q3 2024 Reduced 6.16%
$115B
$10.1 Million 0.23% of portfolio
44,011
Q3 2024 Added 1.63%
$8.49B
$10.1 Million 0.23% of portfolio
258,215
Q3 2024 Reduced 0.48%
$169B
$10.3 Million 0.23% of portfolio
38,163
Q3 2024 Added 5.12%
$43.1B
$9.75 Million 0.22% of portfolio
170,102
Q3 2024 Added 3.61%
$207B
$9.17 Million 0.21% of portfolio
2,178
Q3 2024 Added 191.57%

Summary

  • Portfolio
  • No. of Stocks 1,221
  • Current Value $4.45 Billion
  • Prior Value $3.97 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 137 stocks
  • Additional Purchases 533 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 361 stocks
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