Kingsview Wealth Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.28 Billion distributed in 1303 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 $242M, Ishares Core U.S. Aggregate Bo with a value of $158M, Nvidia Corp with a value of $152M, Spdr Portfolio with a value of $129M, and Northern Lts Fd Tr Iv Monarch with a value of $128M.
Examining the 13F form we can see an increase of $548M in the current position value, from $4.73B to 5.28B.
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
$5.28 Billion
ETFs: $2.25 Billion
Technology: $769 Million
Financial Services: $315 Million
Consumer Cyclical: $272 Million
Healthcare: $246 Million
Industrials: $231 Million
Consumer Defensive: $230 Million
Communication Services: $188 Million
Other: $251 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
