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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$175 Million 3.7% of portfolio
6,059,656
Q1 2025 Added 0.18%
$0
$129 Million 2.73% of portfolio
1,283,761
Q1 2025 Added 567.92%
$0
$126 Million 2.67% of portfolio
1,275,465
Q1 2025 Reduced 0.87%
$0
$123 Million 2.59% of portfolio
5,378,106
Q1 2025 Added 9.52%
$0
$103 Million 2.18% of portfolio
1,279,544
Q1 2025 Reduced 0.27%
$0
$93.8 Million 1.98% of portfolio
2,803,995
Q1 2025 Reduced 7.82%
$0
$77.8 Million 1.64% of portfolio
2,721,082
Q1 2025 Reduced 5.57%
$0
$52.5 Million 1.11% of portfolio
2,054,045
Q1 2025 Reduced 6.56%
$0
$49.7 Million 1.05% of portfolio
96,759
Q1 2025 Added 6.22%
$0
$46.3 Million 0.98% of portfolio
98,747
Q1 2025 Added 0.71%
$0
$44.9 Million 0.95% of portfolio
217,262
Q1 2025 Added 1.21%
$0
$36.6 Million 0.78% of portfolio
379,926
Q1 2025 Reduced 4.21%
$0
$26.9 Million 0.57% of portfolio
286,589
Q1 2025 Added 11.27%
$0
$26.8 Million 0.57% of portfolio
183,595
Q1 2025 Reduced 5.4%
$0
$24.9 Million 0.53% of portfolio
229,376
Q1 2025 Added 8.61%
$0
$24.8 Million 0.52% of portfolio
413,615
Q1 2025 Reduced 10.03%
$0
$23 Million 0.49% of portfolio
338,776
Q1 2025 Added 6.17%
$0
$21.9 Million 0.46% of portfolio
230,036
Q1 2025 Added 16.03%
$53.5B
$21.3 Million 0.45% of portfolio
360,502
Q1 2025 Added 0.23%
$0
$20.4 Million 0.43% of portfolio
222,655
Q1 2025 Added 71.6%
$0
$17.5 Million 0.37% of portfolio
90,583
Q1 2025 Added 168.61%
$0
$17.2 Million 0.36% of portfolio
301,803
Q1 2025 Added 38.44%
$0
$16.2 Million 0.34% of portfolio
195,920
Q1 2025 Added 7.89%
$0
$15.6 Million 0.33% of portfolio
203,354
Q1 2025 Reduced 10.29%
$0
$15.7 Million 0.33% of portfolio
119,821
Q1 2025 Reduced 13.21%
$0
$15.5 Million 0.33% of portfolio
203,972
Q1 2025 Reduced 21.12%
$0
$15.5 Million 0.33% of portfolio
85,246
Q1 2025 Added 0.8%
$0
$14.6 Million 0.31% of portfolio
293,324
Q1 2025 Reduced 5.39%
$0
$14.7 Million 0.31% of portfolio
351,408
Q1 2025 Reduced 21.84%
$0
$14.8 Million 0.31% of portfolio
74,972
Q1 2025 Added 0.81%
$106B
$14.1 Million 0.3% of portfolio
48,950
Q1 2025 Added 26.04%
$0
$13.7 Million 0.29% of portfolio
491,749
Q1 2025 Added 16.36%
$0
$13.3 Million 0.28% of portfolio
109,010
Q1 2025 Reduced 16.91%
$0
$13.3 Million 0.28% of portfolio
441,245
Q1 2025 Added 1.06%
$0
$13.3 Million 0.28% of portfolio
259,509
Q1 2025 Added 1.23%
$0
$12.8 Million 0.27% of portfolio
22,774
Q1 2025 Reduced 23.19%
$0
$12.5 Million 0.26% of portfolio
77,496
Q1 2025 Added 1.73%
$0
$12 Million 0.25% of portfolio
96,703
Q1 2025 Reduced 0.38%
$0
$11.8 Million 0.25% of portfolio
224,121
Q1 2025 Reduced 2.09%
$0
$11.6 Million 0.25% of portfolio
462,769
Q1 2025 Added 9.75%
$0
$11.8 Million 0.25% of portfolio
58,707
Q1 2025 Added 10.87%
$0
$11.8 Million 0.25% of portfolio
194,753
Q1 2025 Reduced 2.32%
$0
$11.5 Million 0.24% of portfolio
190,701
Q1 2025 Reduced 7.73%
$0
$11.3 Million 0.24% of portfolio
245,793
Q1 2025 Added 565.17%
$0
$11.3 Million 0.24% of portfolio
86,321
Q1 2025 Added 1.61%
$0
$11.4 Million 0.24% of portfolio
260,643
Q1 2025 Reduced 1.6%
$0
$11.5 Million 0.24% of portfolio
30,879
Q1 2025 Reduced 4.68%
$0
$10.8 Million 0.23% of portfolio
435,864
Q1 2025 Added 182.29%
$0
$11 Million 0.23% of portfolio
351,453
Q1 2025 Added 98.8%

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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