Kingsview Wealth Management, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.71 Billion distributed in 1241 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 $173M, Apple Inc. with a value of $144M, Ishares Core U.S. Aggregate Bo with a value of $125M, Nvidia Corp with a value of $124M, and Spdr Portfolio with a value of $113M.
Examining the 13F form we can see an increase of $259M in the current position value, from $4.45B to 4.71B.
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
$4.71 Billion
ETFs: $1.95 Billion
Technology: $638 Million
Financial Services: $296 Million
Consumer Cyclical: $283 Million
Consumer Defensive: $274 Million
Industrials: $223 Million
Healthcare: $211 Million
Communication Services: $185 Million
Other: $249 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
