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 Market Cap. of $10 Billions to $200 Billions
