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
$72.5B
$4.4 Million 0.1% of portfolio
32,176
Q3 2024 Reduced 2.61%
$376B
$4.46 Million 0.1% of portfolio
112,261
Q3 2024 Added 10.76%
$211B
$4.59 Million 0.1% of portfolio
11,736
Q3 2024 Added 0.67%
$53B
$4.56 Million 0.1% of portfolio
14,102
Q3 2024 Added 4.02%
$87.5B
$4.38 Million 0.1% of portfolio
37,969
Q3 2024 Added 12.36%
$10.7B
$4.35 Million 0.1% of portfolio
5,333
Q3 2024 Reduced 9.58%
$74.7B
$4.4 Million 0.1% of portfolio
8,337
Q3 2024 Added 0.7%
$31B
$4.52 Million 0.1% of portfolio
46,964
Q3 2024 Added 1.61%
$281B
$4.4 Million 0.1% of portfolio
77,974
Q3 2024 Reduced 4.25%
$69B
$4.62 Million 0.1% of portfolio
101,132
Q3 2024 Reduced 1.44%
$222B
$3.81 Million 0.09% of portfolio
10,787
Q3 2024 Added 2.28%
$59.5B
$3.88 Million 0.09% of portfolio
242,042
Q3 2024 Added 30.93%
$77.5B
$3.98 Million 0.09% of portfolio
24,430
Q3 2024 Added 4.19%
$83.1B
$4.05 Million 0.09% of portfolio
9,004
Q3 2024 Reduced 0.09%
$28.9B
$3.89 Million 0.09% of portfolio
46,518
Q3 2024 Added 0.34%
$0
$4.15 Million 0.09% of portfolio
397,089
Q3 2024 Added 26.02%
$117B
$3.49 Million 0.08% of portfolio
10,222
Q3 2024 Reduced 18.98%
$143B
$3.58 Million 0.08% of portfolio
123,629
Q3 2024 Reduced 58.16%
$17.9B
$3.36 Million 0.08% of portfolio
27,739
Q3 2024 Reduced 1.15%
$44.7B
$3.65 Million 0.08% of portfolio
24,661
Q3 2024 Added 764.09%
$77.4B
$3.77 Million 0.08% of portfolio
82,499
Q3 2024 Added 3.79%
$229B
$3.12 Million 0.07% of portfolio
18,992
Q3 2024 Reduced 7.8%
$158B
$3.03 Million 0.07% of portfolio
14,991
Q3 2024 Added 2.61%
$132B
$3.03 Million 0.07% of portfolio
19,773
Q3 2024 Reduced 3.91%
$92.4B
$3.22 Million 0.07% of portfolio
21,187
Q3 2024 Reduced 11.64%
$18.8B
$3.15 Million 0.07% of portfolio
36,704
Q3 2024 New
$88.1B
$3.33 Million 0.07% of portfolio
82,130
Q3 2024 Added 76.93%
$93.9B
$3 Million 0.07% of portfolio
7,387
Q3 2024 Added 396.1%
$7.35B
$3.26 Million 0.07% of portfolio
85,751
Q3 2024 Reduced 15.66%
$2.47B
$2.97 Million 0.07% of portfolio
65,567
Q3 2024 Reduced 11.89%
$114B
$3.33 Million 0.07% of portfolio
14,927
Q3 2024 Added 7.31%
$84.4B
$3.31 Million 0.07% of portfolio
17,925
Q3 2024 Reduced 0.33%
$93.9B
$3 Million 0.07% of portfolio
33,260
Q3 2024 Reduced 4.05%
$117B
$2.97 Million 0.07% of portfolio
30,417
Q3 2024 Reduced 55.99%
$1.03T
$2.94 Million 0.07% of portfolio
16,935
Q3 2024 Added 5.28%
$311M
$3.07 Million 0.07% of portfolio
308,723
Q3 2024 Added 261.68%
$61.1B
$3.28 Million 0.07% of portfolio
13,990
Q3 2024 Reduced 37.62%
$15.2B
$3.31 Million 0.07% of portfolio
55,725
Q3 2024 Added 1,020.33%
$135B
$2.49 Million 0.06% of portfolio
23,611
Q3 2024 Reduced 13.24%
$44.6B
$2.66 Million 0.06% of portfolio
45,182
Q3 2024 Added 468.83%
$1.54B
$2.61 Million 0.06% of portfolio
236,734
Q3 2024 New
$30.9B
$2.75 Million 0.06% of portfolio
50,392
Q3 2024 Reduced 0.53%
$78.9B
$2.5 Million 0.06% of portfolio
22,866
Q3 2024 Reduced 69.02%
$76.2B
$2.82 Million 0.06% of portfolio
9,334
Q3 2024 Added 12.05%
$38.4B
$2.51 Million 0.06% of portfolio
21,318
Q3 2024 Reduced 9.96%
$84.8B
$2.65 Million 0.06% of portfolio
10,126
Q3 2024 Added 17.16%
$45.9B
$2.55 Million 0.06% of portfolio
68,155
Q3 2024 Reduced 0.48%
$2.88B
$2.61 Million 0.06% of portfolio
23,071
Q3 2024 New
$246B
$2.55 Million 0.06% of portfolio
21,392
Q3 2024 Reduced 15.45%

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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