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
$173B
$10.5 Million 0.22% of portfolio
20,634
Q1 2025 Reduced 0.49%
$8.24B
$10.1 Million 0.21% of portfolio
199,661
Q1 2025 Reduced 24.21%
$10.6B
$9.69 Million 0.21% of portfolio
226,481
Q1 2025 Reduced 0.51%
$52B
$9.74 Million 0.21% of portfolio
63,139
Q1 2025 Reduced 1.17%
$11.2B
$10.1 Million 0.21% of portfolio
85,202
Q1 2025 Added 6.35%
$21.3B
$10.1 Million 0.21% of portfolio
120,881
Q1 2025 Reduced 29.0%
$33.2B
$9.85 Million 0.21% of portfolio
29,137
Q1 2025 Reduced 12.13%
$8.73B
$9.25 Million 0.2% of portfolio
96,646
Q1 2025 Reduced 6.19%
$9.29B
$9.68 Million 0.2% of portfolio
363,101
Q1 2025 Added 6.51%
$17.6B
$9.62 Million 0.2% of portfolio
80,710
Q1 2025 Reduced 1.27%
$14.3B
$8.91 Million 0.19% of portfolio
918,173
Q1 2025 Added 10.92%
$125B
$8.97 Million 0.19% of portfolio
44,475
Q1 2025 Added 1.46%
$29.8B
$9.11 Million 0.19% of portfolio
189,766
Q1 2025 Added 376.81%
$39B
$8.76 Million 0.19% of portfolio
114,545
Q1 2025 Reduced 13.01%
$47.3B
$8.87 Million 0.19% of portfolio
69,798
Q1 2025 New
$25.2B
$9.08 Million 0.19% of portfolio
56,766
Q1 2025 Added 13.53%
$8.18B
$9.17 Million 0.19% of portfolio
42,387
Q1 2025 Added 14.65%
$25.7B
$9.17 Million 0.19% of portfolio
89,188
Q1 2025 Added 2,709.96%
$13.5B
$8.86 Million 0.19% of portfolio
83,871
Q1 2025 Added 1,536.51%
$171B
$8.31 Million 0.18% of portfolio
21,670
Q1 2025 Added 16.34%
$126B
$8.57 Million 0.18% of portfolio
28,035
Q1 2025 Reduced 1.33%
$124B
$8.32 Million 0.18% of portfolio
18,619
Q1 2025 Reduced 0.65%
$260B
$8.61 Million 0.18% of portfolio
98,038
Q1 2025 Reduced 2.12%
$160B
$8.16 Million 0.17% of portfolio
38,515
Q1 2025 Reduced 0.96%
$92.7B
$7.81 Million 0.17% of portfolio
115,151
Q1 2025 Added 0.3%
$194B
$7.35 Million 0.16% of portfolio
260,055
Q1 2025 Added 0.77%
$732M
$7.53 Million 0.16% of portfolio
28,349
Q1 2025 Added 19.82%
$1.04B
$7.14 Million 0.15% of portfolio
237,305
Q1 2025 Reduced 6.48%
$240B
$6.51 Million 0.14% of portfolio
24,191
Q1 2025 Added 6.05%
$39.1B
$6.68 Million 0.14% of portfolio
53,987
Q1 2025 Added 72.04%
$85.4B
$6.48 Million 0.14% of portfolio
4,685
Q1 2025 Reduced 1.7%
$64.5B
$6.32 Million 0.13% of portfolio
21,416
Q1 2025 Reduced 0.62%
$144B
$6.04 Million 0.13% of portfolio
22,227
Q1 2025 Reduced 0.88%
$219B
$6.02 Million 0.13% of portfolio
45,469
Q1 2025 Added 42.8%
$143B
$6.05 Million 0.13% of portfolio
49,679
Q1 2025 Added 0.26%
$60.6B
$6.36 Million 0.13% of portfolio
154,541
Q1 2025 Reduced 0.48%
$175B
$6.01 Million 0.13% of portfolio
132,446
Q1 2025 Reduced 6.96%
$71.9B
$6.22 Million 0.13% of portfolio
104,000
Q1 2025 Added 3.11%
$101B
$5.55 Million 0.12% of portfolio
91,080
Q1 2025 Added 187.16%
$62.1B
$5.66 Million 0.12% of portfolio
45,870
Q1 2025 Added 12.44%
$173B
$5.55 Million 0.12% of portfolio
36,141
Q1 2025 Reduced 34.57%
$36.3B
$5.51 Million 0.12% of portfolio
94,943
Q1 2025 Reduced 2.93%
$14.6B
$5.64 Million 0.12% of portfolio
48,757
Q1 2025 Added 71.97%
$0
$5.75 Million 0.12% of portfolio
495,671
Q1 2025 Added 14.71%
$143B
$5.73 Million 0.12% of portfolio
24,263
Q1 2025 Added 1.17%
$317B
$5.69 Million 0.12% of portfolio
79,315
Q1 2025 Added 2.95%
$104B
$5.09 Million 0.11% of portfolio
84,836
Q1 2025 Reduced 46.34%
$300B
$5.24 Million 0.11% of portfolio
73,129
Q1 2025 Reduced 2.07%
$90.8B
$5.35 Million 0.11% of portfolio
43,878
Q1 2025 Added 0.67%

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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