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
$7.08B
$1.8 Million 0.04% of portfolio
20,956
Q3 2024 Added 18.94%
$46.2B
$1.82 Million 0.04% of portfolio
12,797
Q3 2024 Reduced 5.7%
$114B
$1.89 Million 0.04% of portfolio
20,949
Q3 2024 Added 11.72%
$2.59B
$1.93 Million 0.04% of portfolio
55,262
Q3 2024 New
$133B
$1.89 Million 0.04% of portfolio
23,568
Q3 2024 Reduced 4.99%
$95.6B
$1.78 Million 0.04% of portfolio
4,590
Q3 2024 Added 1.59%
$82.8B
$1.93 Million 0.04% of portfolio
9,889
Q3 2024 Added 8.5%
$67.5B
$1.5 Million 0.03% of portfolio
13,410
Q3 2024 Added 5.66%
$60.4B
$1.34 Million 0.03% of portfolio
2,857
Q3 2024 Added 1.75%
$285B
$1.55 Million 0.03% of portfolio
1,859
Q3 2024 Added 29.46%
$19.3B
$1.32 Million 0.03% of portfolio
8,085
Q3 2024 Reduced 0.23%
$85.9B
$1.29 Million 0.03% of portfolio
4,765
Q3 2024 Reduced 35.04%
$71.8B
$1.18 Million 0.03% of portfolio
7,864
Q3 2024 Added 51.32%
$63.2B
$1.3 Million 0.03% of portfolio
16,089
Q3 2024 Added 6.91%
$1.69B
$1.36 Million 0.03% of portfolio
23,551
Q3 2024 Reduced 18.04%
$38.2B
$1.37 Million 0.03% of portfolio
5,338
Q3 2024 Reduced 4.35%
$40.1B
$1.33 Million 0.03% of portfolio
26,193
Q3 2024 Added 13.39%
$24.6B
$1.26 Million 0.03% of portfolio
32,161
Q3 2024 Reduced 16.19%
$47.2B
$1.54 Million 0.03% of portfolio
26,646
Q3 2024 Reduced 3.61%
$18.5B
$1.29 Million 0.03% of portfolio
2,798
Q3 2024 Reduced 5.82%
$42.7B
$1.31 Million 0.03% of portfolio
123,911
Q3 2024 Added 36.51%
$24.6B
$1.41 Million 0.03% of portfolio
3,288
Q3 2024 Added 0.95%
$61.6B
$1.22 Million 0.03% of portfolio
55,291
Q3 2024 Added 0.95%
$88.8B
$1.53 Million 0.03% of portfolio
3,086
Q3 2024 Reduced 14.87%
$1.92B
$1.23 Million 0.03% of portfolio
49,716
Q3 2024 Reduced 11.89%
$27.4B
$1.55 Million 0.03% of portfolio
1,678
Q3 2024 Reduced 6.47%
$28.6B
$1.17 Million 0.03% of portfolio
22,370
Q3 2024 Reduced 10.72%
$139B
$1.29 Million 0.03% of portfolio
34,686
Q3 2024 Reduced 19.24%
$90B
$1.14 Million 0.03% of portfolio
1,799
Q3 2024 Added 5.08%
$98.5B
$1.43 Million 0.03% of portfolio
18,318
Q3 2024 Added 9.91%
$11.2B
$1.55 Million 0.03% of portfolio
5,840
Q3 2024 Added 0.74%
$61.8B
$1.12 Million 0.03% of portfolio
10,230
Q3 2024 Reduced 1.63%
$141B
$1.23 Million 0.03% of portfolio
16,381
Q3 2024 Added 18.4%
$20.2B
$1.31 Million 0.03% of portfolio
3,358
Q3 2024 Added 2.0%
$53B
$1.53 Million 0.03% of portfolio
11,325
Q3 2024 Reduced 3.53%
$51.7B
$1.24 Million 0.03% of portfolio
5,085
Q3 2024 Added 0.85%
$39.2B
$1.44 Million 0.03% of portfolio
10,343
Q3 2024 Added 0.17%
$0
$890,000 0.02% of portfolio
40,358
Q3 2024 Reduced 0.49%
$227B
$689,000 0.02% of portfolio
6,496
Q3 2024 Added 60.08%
$55B
$887,000 0.02% of portfolio
4,682
Q3 2024 Reduced 87.76%
$1.27B
$967,000 0.02% of portfolio
319,371
Q3 2024 Reduced 23.05%
$211B
$1.01 Million 0.02% of portfolio
12,954
Q3 2024 Reduced 8.85%
$4.29B
$782,000 0.02% of portfolio
132,254
Q3 2024 Reduced 37.27%
$16.7B
$771,000 0.02% of portfolio
3,497
Q3 2024 Added 0.6%
$65.3B
$961,000 0.02% of portfolio
13,380
Q3 2024 Added 128.99%
$63.1B
$998,000 0.02% of portfolio
4,142
Q3 2024 Reduced 4.1%
$423B
$690,000 0.02% of portfolio
1
Q4 2020 New
$134B
$810,000 0.02% of portfolio
13,051
Q3 2024 Added 32.5%
$0
$885,000 0.02% of portfolio
25,039
Q3 2024 Added 3.28%

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
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email