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
$41.4B
$9.12 Million 0.21% of portfolio
118,211
Q3 2024 Added 2.15%
$9.89B
$9.55 Million 0.21% of portfolio
37,265
Q3 2024 Reduced 1.44%
$18.9B
$9.26 Million 0.21% of portfolio
52,520
Q3 2024 Added 4.23%
$19.6B
$9.54 Million 0.21% of portfolio
128,607
Q3 2024 Added 0.19%
$204B
$8.9 Million 0.2% of portfolio
78,067
Q3 2024 Reduced 0.37%
$240B
$8.88 Million 0.2% of portfolio
17,150
Q3 2024 Reduced 6.36%
$17.8B
$8.83 Million 0.2% of portfolio
104,451
Q3 2024 Added 5,567.44%
$98.7B
$8.97 Million 0.2% of portfolio
17,251
Q3 2024 Added 3.92%
$16.4B
$9.08 Million 0.2% of portfolio
247,613
Q3 2024 Added 23.18%
$9.23B
$9 Million 0.2% of portfolio
304,258
Q3 2024 Added 2.84%
$36.1B
$8.81 Million 0.2% of portfolio
109,721
Q3 2024 Reduced 5.03%
$12.3B
$8.71 Million 0.2% of portfolio
151,365
Q3 2024 Added 5.62%
$183B
$8.74 Million 0.2% of portfolio
51,369
Q3 2024 Added 21.02%
$9.74B
$8.87 Million 0.2% of portfolio
63,241
Q3 2024 Added 2.48%
$12.5B
$8.87 Million 0.2% of portfolio
73,215
Q3 2024 New
$35.5B
$9.12 Million 0.2% of portfolio
30,962
Q3 2024 Added 2.23%
$88.8B
$8.43 Million 0.19% of portfolio
114,436
Q3 2024 Added 14.26%
$6.61B
$8.24 Million 0.19% of portfolio
49,874
Q3 2024 Added 3.51%
$52.1B
$8.65 Million 0.19% of portfolio
64,483
Q3 2024 Added 1.11%
$126B
$7.99 Million 0.18% of portfolio
28,865
Q3 2024 Added 3.62%
$2.41B
$7.82 Million 0.18% of portfolio
22,363
Q3 2024 Added 5.37%
$1.29B
$7.96 Million 0.18% of portfolio
264,113
Q3 2024 Reduced 4.25%
$99.3B
$7.88 Million 0.18% of portfolio
89,189
Q3 2024 Added 25.18%
$5.09B
$7.91 Million 0.18% of portfolio
144,733
Q3 2024 Added 5.78%
$254B
$7.83 Million 0.18% of portfolio
96,905
Q3 2024 Reduced 45.91%
$31.2B
$7.68 Million 0.17% of portfolio
44,570
Q3 2024 Added 3.11%
$153B
$7.58 Million 0.17% of portfolio
36,669
Q3 2024 Added 0.71%
$11.3B
$7.72 Million 0.17% of portfolio
201,483
Q3 2024 Added 20.65%
$149B
$7.18 Million 0.16% of portfolio
21,676
Q3 2024 Reduced 3.46%
$7.3B
$7.34 Million 0.16% of portfolio
42,091
Q3 2024 Added 6.36%
$102B
$6.78 Million 0.15% of portfolio
132,919
Q3 2024 Reduced 47.7%
$17.2B
$6.89 Million 0.15% of portfolio
70,225
Q3 2024 Added 7.62%
$68.3B
$6.8 Million 0.15% of portfolio
4,762
Q3 2024 Reduced 7.19%
$61.6B
$6.6 Million 0.15% of portfolio
154,342
Q3 2024 Added 2.31%
$73.3B
$6.43 Million 0.14% of portfolio
21,596
Q3 2024 Reduced 1.28%
$226B
$6.04 Million 0.14% of portfolio
22,259
Q3 2024 Added 8.6%
$174B
$6.02 Million 0.14% of portfolio
49,732
Q3 2024 Added 79.03%
$566B
$6.12 Million 0.14% of portfolio
10,461
Q3 2024 Added 4.14%
$169B
$5.72 Million 0.13% of portfolio
259,833
Q3 2024 Added 5.01%
$145B
$5.72 Million 0.13% of portfolio
48,684
Q3 2024 Reduced 0.23%
$146B
$5.87 Million 0.13% of portfolio
23,834
Q3 2024 Reduced 1.73%
$275B
$5.26 Million 0.12% of portfolio
73,185
Q3 2024 Added 6.09%
$205B
$5.53 Million 0.12% of portfolio
24,991
Q3 2024 Added 10.13%
$64.7B
$5.33 Million 0.12% of portfolio
40,514
Q3 2024 Added 0.53%
$34.6B
$5.3 Million 0.12% of portfolio
83,574
Q3 2024 Added 36.75%
$94.6B
$5.45 Million 0.12% of portfolio
39,981
Q3 2024 Added 97.84%
$184B
$5.47 Million 0.12% of portfolio
121,896
Q3 2024 Reduced 4.83%
$125B
$4.9 Million 0.11% of portfolio
94,694
Q3 2024 Added 189.13%
$148B
$5.1 Million 0.11% of portfolio
14,118
Q3 2024 Added 0.89%

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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