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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.9M
$239,000 0.01% of portfolio
175,095
Q1 2025 Added 29.47%
$171M
$19,000 0.0% of portfolio
30,000
Q1 2025 New
$149M
$121,000 0.0% of portfolio
83,179
Q4 2023 Reduced 0.97%
$149M
$30,000 0.0% of portfolio
14,570
Q1 2025 New
$84.9M
$30,000 0.0% of portfolio
22,073
Q1 2025 New
$62.6M
$120,000 0.0% of portfolio
20,422
Q1 2025 New
$267M
$65,000 0.0% of portfolio
13,065
Q4 2024 New
$177M
$232,000 0.0% of portfolio
8,747
Q1 2025 Added 12.75%
$72.3M
$6,000 0.0% of portfolio
11,210
Q1 2025 Reduced 6.58%
$114M
$220,000 0.0% of portfolio
84,425
Q1 2025 Added 23.38%
$225M
$12,000 0.0% of portfolio
10,012
Q1 2025 New
$50.8M
$201,000 0.0% of portfolio
177,961
Q1 2025 Reduced 2.12%
$125M
$74,000 0.0% of portfolio
8,711
Q1 2025 New
$170M
$59,000 0.0% of portfolio
12,120
Q2 2022 Reduced 1.54%

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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