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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.38 Million 0.03% of portfolio
53,286
Q4 2024 Added 173.81%
$0
$1.31 Million 0.03% of portfolio
56,401
Q4 2024 Added 151.69%
$0
$1.57 Million 0.03% of portfolio
85,084
Q4 2024 Added 206.17%
$0
$1.52 Million 0.03% of portfolio
3,568
Q4 2024 Added 9.78%
$0
$1.54 Million 0.03% of portfolio
40,100
Q4 2024 Added 3.76%
$0
$1.42 Million 0.03% of portfolio
2,493
Q4 2024 Reduced 39.45%
$0
$1.35 Million 0.03% of portfolio
57,691
Q4 2024 Added 9.19%
$0
$1.32 Million 0.03% of portfolio
30,425
Q4 2024 Added 54.66%
$150B
$1.46 Million 0.03% of portfolio
24,275
Q4 2024 Added 48.19%
$18B
$1.38 Million 0.03% of portfolio
3,169
Q4 2024 Reduced 5.63%
$50.7B
$1.34 Million 0.03% of portfolio
10,938
Q4 2024 Reduced 3.42%
$0
$1.56 Million 0.03% of portfolio
20,851
Q4 2024 Reduced 23.06%
$0
$1.22 Million 0.03% of portfolio
10,665
Q4 2024 Added 18.87%
$0
$1.24 Million 0.03% of portfolio
15,476
Q4 2024 Reduced 8.01%
$0
$1.48 Million 0.03% of portfolio
25,562
Q4 2024 Reduced 97.24%
$50.1B
$1.26 Million 0.03% of portfolio
4,869
Q4 2024 Reduced 4.25%
$76.3B
$1.63 Million 0.03% of portfolio
9,986
Q4 2024 Added 0.98%
$0
$756,000 0.02% of portfolio
40,108
Q4 2024 Reduced 0.62%
$55.8B
$844,000 0.02% of portfolio
4,378
Q4 2024 Reduced 6.49%
$0
$732,000 0.02% of portfolio
13,798
Q4 2024 Added 0.29%
$232B
$804,000 0.02% of portfolio
12,279
Q4 2024 Reduced 5.21%
$5.24B
$859,000 0.02% of portfolio
136,408
Q4 2024 Added 3.14%
$67.5B
$1.01 Million 0.02% of portfolio
13,191
Q4 2024 Reduced 1.41%
$65.7B
$896,000 0.02% of portfolio
3,952
Q4 2024 Reduced 4.59%
$0
$908,000 0.02% of portfolio
24,840
Q4 2024 Reduced 0.79%
$13.8B
$1.04 Million 0.02% of portfolio
8,053
Q4 2024 Reduced 0.4%
$55.3B
$1.07 Million 0.02% of portfolio
15,655
Q4 2024 Reduced 2.7%
$17.9B
$916,000 0.02% of portfolio
5,643
Q4 2024 Added 3.24%
$0
$864,000 0.02% of portfolio
27,052
Q3 2024 Reduced 0.68%
$72.7B
$873,000 0.02% of portfolio
3,882
Q4 2024 Added 41.11%
$41B
$726,000 0.02% of portfolio
15,278
Q4 2024 Added 0.25%
$23.7B
$1.02 Million 0.02% of portfolio
31,030
Q4 2024 Reduced 3.52%
$10.9B
$992,000 0.02% of portfolio
4,337
Q4 2024 Added 9.74%
$0
$1.15 Million 0.02% of portfolio
33,163
Q4 2024 Added 0.28%
$25.5B
$1.11 Million 0.02% of portfolio
27,776
Q4 2024 Reduced 44.88%
$37.7B
$1.02 Million 0.02% of portfolio
13,383
Q4 2024 Added 12.77%
$0
$955,000 0.02% of portfolio
63,941
Q4 2024 Added 7.65%
$71.5B
$748,000 0.02% of portfolio
3,195
Q4 2024 Added 4.89%
$73.6B
$1.04 Million 0.02% of portfolio
33,130
Q4 2024 Reduced 0.62%
$0
$913,000 0.02% of portfolio
40,705
Q4 2024 Reduced 12.91%
$0
$929,000 0.02% of portfolio
42,456
Q4 2024 Added 37.07%
$43.5B
$838,000 0.02% of portfolio
22,290
Q4 2024 Added 13.22%
$59.9B
$917,000 0.02% of portfolio
3,261
Q4 2024 Added 8.2%
$27.1B
$711,000 0.02% of portfolio
16,825
Q4 2024 Added 46.83%
$5.09B
$960,000 0.02% of portfolio
26,649
Q4 2024 Added 1.18%
$0
$989,000 0.02% of portfolio
52,428
Q4 2024 Added 1.72%
$0
$831,000 0.02% of portfolio
44,065
Q4 2024 Added 26.78%
$0
$1.12 Million 0.02% of portfolio
5,923
Q4 2024 Added 3.49%
$79.5B
$781,000 0.02% of portfolio
6,244
Q4 2024 Added 3.46%

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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