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
$79.1B
$5.01 Million 0.11% of portfolio
20,207
Q1 2025 Added 95.43%
$148B
$5.33 Million 0.11% of portfolio
14,314
Q1 2025 Reduced 0.03%
$33.4B
$5.18 Million 0.11% of portfolio
47,506
Q1 2025 Reduced 0.58%
$87.3B
$4.89 Million 0.1% of portfolio
33,277
Q1 2025 Added 0.29%
$378B
$4.84 Million 0.1% of portfolio
116,060
Q1 2025 Added 1.82%
$140B
$4.85 Million 0.1% of portfolio
43,251
Q1 2025 Added 2.94%
$293B
$4.7 Million 0.1% of portfolio
55,646
Q1 2025 Added 9.23%
$142B
$4.61 Million 0.1% of portfolio
181,867
Q1 2025 Added 14.18%
$0
$4.67 Million 0.1% of portfolio
194,247
Q1 2025 Added 35.23%
$39.1B
$4.95 Million 0.1% of portfolio
24,688
Q1 2025 Added 0.13%
$281B
$4.87 Million 0.1% of portfolio
9,302
Q1 2025 Reduced 6.42%
$64.9B
$4.36 Million 0.09% of portfolio
39,243
Q1 2025 Added 18.85%
$278B
$4.45 Million 0.09% of portfolio
72,128
Q1 2025 Reduced 5.94%
$91.5B
$4.42 Million 0.09% of portfolio
99,801
Q1 2025 Reduced 7.77%
$80.2B
$4.38 Million 0.09% of portfolio
8,555
Q1 2025 Added 0.41%
$137B
$3.68 Million 0.08% of portfolio
21,563
Q1 2025 Reduced 8.85%
$219B
$3.97 Million 0.08% of portfolio
40,214
Q1 2025 Reduced 1.83%
$54B
$3.97 Million 0.08% of portfolio
213,531
Q1 2025 Reduced 20.34%
$87.6B
$3.56 Million 0.08% of portfolio
24,416
Q1 2025 Added 2.35%
$106B
$3.66 Million 0.08% of portfolio
15,010
Q1 2025 Reduced 0.07%
$69B
$3.98 Million 0.08% of portfolio
9,091
Q1 2025 Reduced 0.02%
$36.5B
$3.58 Million 0.08% of portfolio
36,046
Q1 2025 Reduced 10.99%
$57.1B
$3.6 Million 0.08% of portfolio
21,124
Q1 2025 Added 3.71%
$59.9B
$3.65 Million 0.08% of portfolio
13,807
Q1 2025 Reduced 1.9%
$3.72B
$3.35 Million 0.07% of portfolio
55,296
Q1 2025 Reduced 6.12%
$1.22B
$3.3 Million 0.07% of portfolio
80,572
Q1 2025 New
$120B
$3.13 Million 0.07% of portfolio
29,783
Q1 2025 Added 10.25%
$42.6B
$3.46 Million 0.07% of portfolio
51,138
Q1 2025 New
$5.3B
$3.34 Million 0.07% of portfolio
79,139
Q1 2025 Added 1,727.27%
$280B
$3.2 Million 0.07% of portfolio
20,167
Q1 2025 Reduced 45.59%
$79.7B
$3.17 Million 0.07% of portfolio
18,007
Q1 2025 Reduced 0.44%
$23.4B
$3.31 Million 0.07% of portfolio
46,382
Q1 2025 Reduced 0.02%
$17B
$3.53 Million 0.07% of portfolio
10,485
Q1 2025 Added 417.01%
$101B
$3.32 Million 0.07% of portfolio
36,093
Q1 2025 Added 5.04%
$24.6B
$3.08 Million 0.07% of portfolio
43,796
Q1 2025 Added 518.41%
$3.59B
$3.13 Million 0.07% of portfolio
43,807
Q1 2025 New
$73B
$3.54 Million 0.07% of portfolio
32,205
Q1 2025 Added 55.43%
$6.64B
$3.17 Million 0.07% of portfolio
96,114
Q1 2025 New
$13B
$2.82 Million 0.06% of portfolio
21,596
Q1 2025 New
$10.8B
$2.89 Million 0.06% of portfolio
31,582
Q1 2025 New
$116B
$2.86 Million 0.06% of portfolio
20,445
Q1 2025 Added 3.67%
$229B
$3.03 Million 0.06% of portfolio
657
Q1 2025 Reduced 65.13%
$4.5B
$2.81 Million 0.06% of portfolio
30,965
Q1 2025 New
$102B
$2.82 Million 0.06% of portfolio
8,004
Q1 2025 Reduced 7.47%
$82.7B
$2.94 Million 0.06% of portfolio
26,860
Q1 2025 Reduced 90.84%
$6.15B
$2.85 Million 0.06% of portfolio
23,665
Q1 2025 New
$17.1B
$2.79 Million 0.06% of portfolio
49,211
Q1 2025 Reduced 30.05%
$12.3B
$2.68 Million 0.06% of portfolio
50,804
Q1 2025 Reduced 34.9%
$83.7B
$2.68 Million 0.06% of portfolio
9,816
Q1 2025 Added 3.04%

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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