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.

Portfolio value $4.45 Billion
ETFs: $1.84 Billion
Technology: $598 Million
Financial Services: $287 Million
Consumer Cyclical: $255 Million
Healthcare: $253 Million
Consumer Defensive: $201 Million
Industrials: $196 Million
Communication Services: $158 Million
Other: $262 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.4 Million 0.35% of portfolio
84,665
Q3 2024 Added 0.29%
$297B
$14.6 Million 0.33% of portfolio
74,101
Q3 2024 Added 3.16%
$154B
$14.6 Million 0.33% of portfolio
45,272
Q3 2024 Added 37.85%
$0
$14.5 Million 0.33% of portfolio
151,110
Q3 2024 Reduced 24.1%
$1.08T
$14 Million 0.32% of portfolio
83,990
Q3 2024 Reduced 4.33%
$0
$14.4 Million 0.32% of portfolio
146,994
Q3 2024 Added 108.75%
$219B
$14.5 Million 0.32% of portfolio
84,988
Q3 2024 Added 2.9%
$405B
$13.7 Million 0.31% of portfolio
79,058
Q3 2024 Added 4.85%
$0
$13.8 Million 0.31% of portfolio
454,244
Q3 2024 Reduced 9.26%
$189B
$13.4 Million 0.3% of portfolio
321,096
Q3 2024 Added 3.86%
$0
$13.1 Million 0.3% of portfolio
248,588
Q3 2024 Reduced 7.83%
$0
$13.2 Million 0.3% of portfolio
34,261
Q3 2024 Added 22.09%
$236B
$12.7 Million 0.29% of portfolio
239,429
Q3 2024 Added 4.69%
$0
$13 Million 0.29% of portfolio
469,941
Q3 2024 Added 121.42%
$0
$12.9 Million 0.29% of portfolio
113,964
Q3 2024 Reduced 28.2%
$177B
$13 Million 0.29% of portfolio
66,890
Q3 2024 Added 73.88%
$151B
$12.4 Million 0.28% of portfolio
146,725
Q3 2024 Reduced 4.86%
$13B
$11.6 Million 0.26% of portfolio
357,607
Q3 2024 Reduced 7.91%
$0
$11.4 Million 0.26% of portfolio
197,408
Q3 2024 Reduced 47.64%
$0
$11.6 Million 0.26% of portfolio
194,976
Q3 2024 Reduced 20.05%
$1.08T
$11.5 Million 0.26% of portfolio
43,808
Q3 2024 Reduced 3.01%
$201B
$11.5 Million 0.26% of portfolio
18,603
Q3 2024 Reduced 0.33%
$11.1B
$11.1 Million 0.25% of portfolio
116,009
Q3 2024 Reduced 0.13%
$0
$11.3 Million 0.25% of portfolio
123,557
Q3 2024 Added 14.46%
$98.7B
$10.9 Million 0.25% of portfolio
31,572
Q3 2024 Added 2.89%
$0
$11.2 Million 0.25% of portfolio
39,647
Q3 2024 Added 6.28%
$154B
$10.7 Million 0.24% of portfolio
11,251
Q3 2024 Added 2.49%
$74.6B
$10.6 Million 0.24% of portfolio
169,234
Q3 2024 Added 1.87%
$170B
$10.6 Million 0.24% of portfolio
38,105
Q3 2024 Added 2.57%
$208B
$10.9 Million 0.24% of portfolio
113,030
Q3 2024 Added 13.94%
$140B
$10.7 Million 0.24% of portfolio
18,301
Q3 2024 Added 2.93%
$164B
$10.7 Million 0.24% of portfolio
20,733
Q3 2024 Reduced 6.16%
$109B
$10.1 Million 0.23% of portfolio
44,011
Q3 2024 Added 1.63%
$0
$10.2 Million 0.23% of portfolio
97,839
Q3 2024 New
$8.19B
$10.1 Million 0.23% of portfolio
258,215
Q3 2024 Reduced 0.48%
$163B
$10.3 Million 0.23% of portfolio
38,163
Q3 2024 Added 5.12%
$0
$9.59 Million 0.22% of portfolio
228,473
Q3 2024 Reduced 32.14%
$41.2B
$9.75 Million 0.22% of portfolio
170,102
Q3 2024 Added 3.61%
$199B
$9.17 Million 0.21% of portfolio
2,178
Q3 2024 Added 191.57%
$40.2B
$9.12 Million 0.21% of portfolio
118,211
Q3 2024 Added 2.15%
$0
$9.29 Million 0.21% of portfolio
79,432
Q3 2024 Added 3.3%
$9.99B
$9.55 Million 0.21% of portfolio
37,265
Q3 2024 Reduced 1.44%
$18.1B
$9.26 Million 0.21% of portfolio
52,520
Q3 2024 Added 4.23%
$0
$9.48 Million 0.21% of portfolio
90,955
Q3 2024 Added 18.85%
$84.4B
$9.34 Million 0.21% of portfolio
38,438
Q3 2024 Reduced 2.59%
$18.7B
$9.54 Million 0.21% of portfolio
128,607
Q3 2024 Added 0.19%
$0
$9.14 Million 0.21% of portfolio
28,405
Q3 2024 Reduced 0.97%
$203B
$8.9 Million 0.2% of portfolio
78,067
Q3 2024 Reduced 0.37%
$232B
$8.88 Million 0.2% of portfolio
17,150
Q3 2024 Reduced 6.36%

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
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