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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.7 Million 0.33% of portfolio
119,821
Q1 2025 Reduced 13.21%
$0
$15.5 Million 0.33% of portfolio
203,972
Q1 2025 Reduced 21.12%
$0
$15.5 Million 0.33% of portfolio
85,246
Q1 2025 Added 0.8%
$0
$14.6 Million 0.31% of portfolio
293,324
Q1 2025 Reduced 5.39%
$0
$14.7 Million 0.31% of portfolio
351,408
Q1 2025 Reduced 21.84%
$0
$14.8 Million 0.31% of portfolio
74,972
Q1 2025 Added 0.81%
$177B
$14.5 Million 0.31% of portfolio
74,306
Q1 2025 Added 7.14%
$331B
$14.4 Million 0.3% of portfolio
68,689
Q1 2025 Added 0.13%
$253B
$14.2 Million 0.3% of portfolio
57,295
Q1 2025 Added 102.61%
$10.3B
$14.4 Million 0.3% of portfolio
236,822
Q1 2025 Added 40.46%
$109B
$14.1 Million 0.3% of portfolio
48,950
Q1 2025 Added 26.04%
$375B
$13.9 Million 0.29% of portfolio
81,753
Q1 2025 Added 1.57%
$0
$13.7 Million 0.29% of portfolio
491,749
Q1 2025 Added 16.36%
$1.17T
$13.4 Million 0.28% of portfolio
85,788
Q1 2025 Added 1.06%
$0
$13.3 Million 0.28% of portfolio
109,010
Q1 2025 Reduced 16.91%
$0
$13.3 Million 0.28% of portfolio
441,245
Q1 2025 Added 1.06%
$164B
$13 Million 0.27% of portfolio
41,585
Q1 2025 Reduced 14.41%
$0
$12.8 Million 0.27% of portfolio
22,774
Q1 2025 Reduced 23.19%
$439B
$12.6 Million 0.27% of portfolio
75,976
Q1 2025 Reduced 46.63%
$181B
$12.2 Million 0.26% of portfolio
39,021
Q1 2025 Added 264.48%
$141B
$12.3 Million 0.26% of portfolio
52,574
Q1 2025 Added 24.09%
$201B
$12.3 Million 0.26% of portfolio
82,185
Q1 2025 Reduced 2.86%
$0
$12.5 Million 0.26% of portfolio
77,496
Q1 2025 Added 1.73%
$1.05T
$12.3 Million 0.26% of portfolio
47,534
Q1 2025 Reduced 2.99%
$9.98B
$12 Million 0.25% of portfolio
442,466
Q1 2025 Added 37.13%
$0
$12 Million 0.25% of portfolio
96,703
Q1 2025 Reduced 0.38%
$0
$11.8 Million 0.25% of portfolio
224,121
Q1 2025 Reduced 2.09%
$0
$11.6 Million 0.25% of portfolio
462,769
Q1 2025 Added 9.75%
$0
$11.8 Million 0.25% of portfolio
58,707
Q1 2025 Added 10.87%
$0
$11.8 Million 0.25% of portfolio
194,753
Q1 2025 Reduced 2.32%
$91.6B
$12 Million 0.25% of portfolio
36,493
Q1 2025 Added 4.1%
$0
$11.5 Million 0.24% of portfolio
190,701
Q1 2025 Reduced 7.73%
$0
$11.3 Million 0.24% of portfolio
245,793
Q1 2025 Added 565.17%
$0
$11.3 Million 0.24% of portfolio
86,321
Q1 2025 Added 1.61%
$0
$11.4 Million 0.24% of portfolio
260,643
Q1 2025 Reduced 1.6%
$0
$11.5 Million 0.24% of portfolio
30,879
Q1 2025 Reduced 4.68%
$220B
$10.8 Million 0.23% of portfolio
81,664
Q1 2025 Added 1.96%
$155B
$11.1 Million 0.23% of portfolio
300,666
Q1 2025 Reduced 11.47%
$24.8B
$11 Million 0.23% of portfolio
125,205
Q1 2025 Added 5.32%
$67.5B
$10.7 Million 0.23% of portfolio
24,532
Q1 2025 Added 4.39%
$0
$10.8 Million 0.23% of portfolio
435,864
Q1 2025 Added 182.29%
$0
$11 Million 0.23% of portfolio
351,453
Q1 2025 Added 98.8%
$0
$11 Million 0.23% of portfolio
226,163
Q1 2025 Added 2.73%
$52B
$11.1 Million 0.23% of portfolio
163,416
Q1 2025 Reduced 12.39%
$10.4B
$10.9 Million 0.23% of portfolio
66,788
Q1 2025 Reduced 5.91%
$0
$10.9 Million 0.23% of portfolio
68,040
Q1 2025 Added 13.2%
$49B
$11 Million 0.23% of portfolio
105,606
Q1 2025 Reduced 2.35%
$168B
$10.7 Million 0.23% of portfolio
21,535
Q1 2025 Added 6.1%
$108B
$10.3 Million 0.22% of portfolio
47,292
Q1 2025 Reduced 72.33%

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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