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
$7.15B
$10.5 Million 0.22% of portfolio
58,654
Q1 2025 Added 5.1%
$152B
$10.3 Million 0.22% of portfolio
145,330
Q1 2025 Reduced 35.88%
$169B
$10.5 Million 0.22% of portfolio
20,634
Q1 2025 Reduced 0.49%
$0
$9.74 Million 0.21% of portfolio
198,207
Q1 2025 Reduced 13.3%
$8.4B
$10.1 Million 0.21% of portfolio
199,661
Q1 2025 Reduced 24.21%
$0
$9.75 Million 0.21% of portfolio
107,162
Q1 2025 Added 7.39%
$9.98B
$9.69 Million 0.21% of portfolio
226,481
Q1 2025 Reduced 0.51%
$52.1B
$9.74 Million 0.21% of portfolio
63,139
Q1 2025 Reduced 1.17%
$11.7B
$10.1 Million 0.21% of portfolio
85,202
Q1 2025 Added 6.35%
$21.3B
$10.1 Million 0.21% of portfolio
120,881
Q1 2025 Reduced 29.0%
$33.5B
$9.85 Million 0.21% of portfolio
29,137
Q1 2025 Reduced 12.13%
$8.29B
$9.25 Million 0.2% of portfolio
96,646
Q1 2025 Reduced 6.19%
$9.3B
$9.68 Million 0.2% of portfolio
363,101
Q1 2025 Added 6.51%
$0
$9.34 Million 0.2% of portfolio
160,325
Q1 2025 Reduced 12.3%
$18.8B
$9.62 Million 0.2% of portfolio
80,710
Q1 2025 Reduced 1.27%
$14.4B
$8.91 Million 0.19% of portfolio
918,173
Q1 2025 Added 10.92%
$30.4B
$9.11 Million 0.19% of portfolio
189,766
Q1 2025 Added 376.81%
$39.8B
$8.76 Million 0.19% of portfolio
114,545
Q1 2025 Reduced 13.01%
$53.3B
$8.87 Million 0.19% of portfolio
69,798
Q1 2025 New
$25.2B
$9.08 Million 0.19% of portfolio
56,766
Q1 2025 Added 13.53%
$7.14B
$8.86 Million 0.19% of portfolio
341,243
Q1 2025 Reduced 1.84%
$0
$9.21 Million 0.19% of portfolio
149,148
Q1 2025 Added 1.68%
$0
$8.95 Million 0.19% of portfolio
85,623
Q1 2025 Added 2.05%
$7.93B
$9.17 Million 0.19% of portfolio
42,387
Q1 2025 Added 14.65%
$27.6B
$9.17 Million 0.19% of portfolio
89,188
Q1 2025 Added 2,709.96%
$14.3B
$8.86 Million 0.19% of portfolio
83,871
Q1 2025 Added 1,536.51%
$0
$8.75 Million 0.19% of portfolio
67,830
Q1 2025 Added 11.05%
$0
$9.21 Million 0.19% of portfolio
29,813
Q1 2025 Added 2.04%
$173B
$8.31 Million 0.18% of portfolio
21,670
Q1 2025 Added 16.34%
$126B
$8.57 Million 0.18% of portfolio
28,035
Q1 2025 Reduced 1.33%
$0
$8.74 Million 0.18% of portfolio
327,569
Q1 2025 Added 10.18%
$108B
$8.32 Million 0.18% of portfolio
18,619
Q1 2025 Reduced 0.65%
$0
$8.53 Million 0.18% of portfolio
111,303
Q1 2025 Added 13.88%
$0
$8.63 Million 0.18% of portfolio
49,961
Q1 2025 Reduced 9.99%
$260B
$8.61 Million 0.18% of portfolio
98,038
Q1 2025 Reduced 2.12%
$0
$8.52 Million 0.18% of portfolio
169,334
Q1 2025 Reduced 0.74%
$159B
$8.16 Million 0.17% of portfolio
38,515
Q1 2025 Reduced 0.96%
$0
$8.26 Million 0.17% of portfolio
78,299
Q1 2025 Added 7.96%
$0
$7.96 Million 0.17% of portfolio
136,340
Q1 2025 Reduced 5.95%
$97B
$7.81 Million 0.17% of portfolio
115,151
Q1 2025 Added 0.3%
$0
$8.02 Million 0.17% of portfolio
363,772
Q1 2025 Added 0.64%
$0
$8.27 Million 0.17% of portfolio
31,981
Q1 2025 Reduced 5.45%
$195B
$7.35 Million 0.16% of portfolio
260,055
Q1 2025 Added 0.77%
$882M
$7.53 Million 0.16% of portfolio
28,349
Q1 2025 Added 19.82%
$0
$7.51 Million 0.16% of portfolio
83,794
Q1 2025 Added 4.08%
$0
$7.37 Million 0.16% of portfolio
179,664
Q1 2025 Reduced 12.57%
$0
$7.8 Million 0.16% of portfolio
76,135
Q1 2025 Reduced 12.71%
$0
$7.37 Million 0.16% of portfolio
20,406
Q1 2025 Added 1.38%
$0
$7.56 Million 0.16% of portfolio
258,654
Q1 2025 Reduced 1.39%

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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