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.
Stock Holdings Table Market Cap. of $200 Billions or more
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