Kingsview Wealth Management, LLC Portfolio Holdings

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.67B
$8.57 Million 0.18% of portfolio
23,660
Q4 2024 Added 5.8%
$1.17B
$8.46 Million 0.18% of portfolio
253,754
Q4 2024 Reduced 3.92%
$395M
$3.68 Million 0.08% of portfolio
311,976
Q4 2024 New
$1.6B
$2.46 Million 0.05% of portfolio
252,064
Q4 2024 Reduced 21.07%
$1.08B
$2.29 Million 0.05% of portfolio
96,184
Q4 2024 New
$1.66B
$1.66 Million 0.04% of portfolio
143,962
Q4 2024 New
$1.36B
$1.79 Million 0.04% of portfolio
81,706
Q4 2024 New
$1.64B
$1.28 Million 0.03% of portfolio
21,217
Q4 2024 Reduced 9.91%
$1.93B
$837,000 0.02% of portfolio
18,000
Q3 2022 New
$1.59B
$1.09 Million 0.02% of portfolio
48,347
Q4 2024 Reduced 2.75%
$1.16B
$583,000 0.01% of portfolio
27,633
Q4 2024 Added 23.31%
$838M
$421,000 0.01% of portfolio
100,060
Q4 2024 Reduced 17.88%
$935M
$236,000 0.01% of portfolio
11,216
Q4 2024 Reduced 3.12%
$419M
$634,000 0.01% of portfolio
36,099
Q4 2024 New
$1.88B
$492,000 0.01% of portfolio
53,005
Q4 2024 Reduced 77.61%
$651M
$252,000 0.01% of portfolio
50,000
Q4 2024 Reduced 9.09%
$597M
$469,000 0.01% of portfolio
33,656
Q4 2024 Reduced 4.16%
$1.81B
$519,000 0.01% of portfolio
57,939
Q4 2024 New
$316M
$340,000 0.01% of portfolio
107,937
Q4 2024 New
$1.91B
$570,000 0.01% of portfolio
15,884
Q4 2024 Reduced 62.1%
$1.23B
$252,000 0.01% of portfolio
10,635
Q4 2024 Reduced 23.73%
$1.51B
$516,000 0.01% of portfolio
36,762
Q4 2024 New
$1.95B
$248,000 0.01% of portfolio
5,706
Q4 2024 Added 0.05%
$1.48B
$438,000 0.01% of portfolio
13,000
Q3 2024 Reduced 28.85%
$627M
$246,000 0.01% of portfolio
1,855
Q4 2024 Reduced 47.91%
$325M
$82,000 0.0% of portfolio
11,000
Q3 2024 New
$636M
$83,000 0.0% of portfolio
10,022
Q4 2024 New
$827M
$86,000 0.0% of portfolio
16,882
Q4 2024 New
$1.94B
$219,000 0.0% of portfolio
7,671
Q4 2024 Added 0.54%
$317M
$233,000 0.0% of portfolio
8,292
Q4 2024 New
$454M
$229,000 0.0% of portfolio
20,646
Q4 2024 Added 16.11%
$600M
$93,000 0.0% of portfolio
37,567
Q4 2024 Added 67.76%
$370M
$94,000 0.0% of portfolio
13,065
Q4 2024 New
$1.97B
$37,000 0.0% of portfolio
15,000
Q1 2024 Reduced 15.01%
$1.31B
$119,000 0.0% of portfolio
17,720
Q4 2024 Reduced 21.38%
$369M
$94,000 0.0% of portfolio
19,000
Q4 2024 Added 11.76%

Summary

  • Portfolio
  • No. of Stocks 1,241
  • Current Value $4.71 Billion
  • Prior Value $4.45 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 128 stocks
  • Additional Purchases 533 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 398 stocks
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