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
$23.3B
$2.51 Million 0.06% of portfolio
27,591
Q3 2024 New
$21.2B
$2.51 Million 0.06% of portfolio
24,321
Q3 2024 Added 11.93%
$49.4B
$2.81 Million 0.06% of portfolio
30,822
Q3 2024 Added 90.55%
$107B
$2.68 Million 0.06% of portfolio
21,187
Q3 2024 Added 5.41%
$7.6B
$2.72 Million 0.06% of portfolio
37,735
Q3 2024 Reduced 7.36%
$48.6B
$2.57 Million 0.06% of portfolio
8,618
Q3 2024 Added 3.66%
$40.3B
$2.8 Million 0.06% of portfolio
35,826
Q3 2024 Reduced 0.68%
$60.5B
$2.62 Million 0.06% of portfolio
16,833
Q3 2024 Reduced 42.65%
$31.6B
$2.47 Million 0.06% of portfolio
8,490
Q3 2024 Reduced 14.4%
$92.4B
$2.49 Million 0.06% of portfolio
11,992
Q3 2024 Added 6.16%
$49.9B
$2.19 Million 0.05% of portfolio
21,332
Q3 2024 Added 31.42%
$1.86B
$2.13 Million 0.05% of portfolio
30,477
Q3 2024 New
$10.7B
$2.23 Million 0.05% of portfolio
10,000
Q1 2021 Reduced 67.53%
$29.2B
$2.1 Million 0.05% of portfolio
35,121
Q3 2024 New
$595M
$2.15 Million 0.05% of portfolio
65,526
Q3 2024 New
$75.2B
$2.28 Million 0.05% of portfolio
8,146
Q3 2024 Added 9.17%
$19.8B
$2.28 Million 0.05% of portfolio
17,342
Q3 2024 Added 5.12%
$8.04B
$2.14 Million 0.05% of portfolio
41,455
Q3 2024 New
$10.8B
$2.41 Million 0.05% of portfolio
62,209
Q3 2024 New
$206B
$2.05 Million 0.05% of portfolio
4,146
Q3 2024 Added 4.28%
$1.87B
$2.16 Million 0.05% of portfolio
41,911
Q3 2024 New
$191B
$2.09 Million 0.05% of portfolio
4,260
Q3 2024 Reduced 1.57%
$19.3B
$2.02 Million 0.05% of portfolio
75,864
Q3 2024 Added 559.97%
$3.76B
$2.31 Million 0.05% of portfolio
25,330
Q3 2024 Reduced 9.5%
$62.5B
$2.17 Million 0.05% of portfolio
8,718
Q3 2024 Added 1.81%
$201B
$2.28 Million 0.05% of portfolio
18,808
Q3 2024 Added 17.1%
$214B
$2.36 Million 0.05% of portfolio
2,638
Q3 2024 Added 8.03%
$0
$2.24 Million 0.05% of portfolio
110,000
Q3 2024 Added 184.94%
$60.2B
$2.36 Million 0.05% of portfolio
2,914
Q3 2024 Added 2.0%
$31.8B
$2.22 Million 0.05% of portfolio
10,599
Q3 2024 Reduced 1.4%
$4.74B
$2.29 Million 0.05% of portfolio
41,303
Q3 2024 New
$8.09B
$2.27 Million 0.05% of portfolio
28,609
Q3 2024 Added 15.23%
$4.2B
$2.36 Million 0.05% of portfolio
198,002
Q3 2024 Added 293.3%
$3.72B
$1.94 Million 0.04% of portfolio
36,693
Q3 2024 New
$0
$1.76 Million 0.04% of portfolio
84,253
Q3 2024 Added 6.3%
$127B
$1.6 Million 0.04% of portfolio
4,169
Q3 2024 Added 1.53%
$90.2B
$1.82 Million 0.04% of portfolio
58,086
Q3 2024 Reduced 14.23%
$5.32B
$1.82 Million 0.04% of portfolio
14,001
Q3 2024 Added 193.52%
$119B
$1.74 Million 0.04% of portfolio
6,043
Q3 2024 Added 12.81%
$0
$1.66 Million 0.04% of portfolio
39,343
Q3 2024 Added 423.74%
$78.9B
$1.6 Million 0.04% of portfolio
15,444
Q3 2024 Added 4.35%
$75.7B
$1.81 Million 0.04% of portfolio
52,411
Q3 2024 Reduced 4.55%
$139B
$1.74 Million 0.04% of portfolio
4,164
Q3 2024 Reduced 0.14%
$43.4B
$1.71 Million 0.04% of portfolio
25,941
Q3 2024 Reduced 4.36%
$14.5B
$1.96 Million 0.04% of portfolio
5,297
Q3 2024 New
$116B
$1.67 Million 0.04% of portfolio
19,923
Q3 2024 Added 8.9%
$26.4B
$1.56 Million 0.04% of portfolio
8,151
Q3 2024 Added 0.99%
$92.3B
$1.77 Million 0.04% of portfolio
75,603
Q3 2024 Added 2.52%
$87.3B
$1.71 Million 0.04% of portfolio
10,673
Q3 2024 Added 0.92%

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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