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
$7.41 Million 0.16% of portfolio
35,052
Q1 2025 Added 52.1%
$0
$7.69 Million 0.16% of portfolio
27,994
Q1 2025 Added 7.81%
$1.02B
$7.14 Million 0.15% of portfolio
237,305
Q1 2025 Reduced 6.48%
$0
$6.89 Million 0.15% of portfolio
133,093
Q1 2025 Added 28.2%
$0
$7.06 Million 0.15% of portfolio
194,002
Q1 2025 Added 9.4%
$0
$7.19 Million 0.15% of portfolio
109,382
Q1 2025 Reduced 2.17%
$0
$6.92 Million 0.15% of portfolio
76,422
Q1 2025 Reduced 31.09%
$227B
$6.51 Million 0.14% of portfolio
24,191
Q1 2025 Added 6.05%
$0
$6.59 Million 0.14% of portfolio
197,184
Q1 2025 Added 2,612.3%
$0
$6.47 Million 0.14% of portfolio
217,867
Q1 2025 Added 8.42%
$39.2B
$6.68 Million 0.14% of portfolio
53,987
Q1 2025 Added 72.04%
$0
$6.67 Million 0.14% of portfolio
131,810
Q1 2025 Added 6.59%
$0
$6.45 Million 0.14% of portfolio
127,287
Q1 2025 Reduced 9.71%
$0
$6.81 Million 0.14% of portfolio
288,574
Q1 2025 Reduced 1.57%
$85.2B
$6.48 Million 0.14% of portfolio
4,685
Q1 2025 Reduced 1.7%
$66.1B
$6.32 Million 0.13% of portfolio
21,416
Q1 2025 Reduced 0.62%
$148B
$6.04 Million 0.13% of portfolio
22,227
Q1 2025 Reduced 0.88%
$0
$5.96 Million 0.13% of portfolio
89,855
Q1 2025 Added 69.03%
$219B
$6.02 Million 0.13% of portfolio
45,469
Q1 2025 Added 42.8%
$0
$6.26 Million 0.13% of portfolio
248,700
Q1 2025 Added 1.73%
$146B
$6.05 Million 0.13% of portfolio
49,679
Q1 2025 Added 0.26%
$60B
$6.36 Million 0.13% of portfolio
154,541
Q1 2025 Reduced 0.48%
$180B
$6.01 Million 0.13% of portfolio
132,446
Q1 2025 Reduced 6.96%
$69.9B
$6.22 Million 0.13% of portfolio
104,000
Q1 2025 Added 3.11%
$102B
$5.55 Million 0.12% of portfolio
91,080
Q1 2025 Added 187.16%
$0
$5.68 Million 0.12% of portfolio
114,973
Q1 2025 Reduced 2.03%
$0
$5.85 Million 0.12% of portfolio
106,816
Q1 2025 Added 25.72%
$60.7B
$5.66 Million 0.12% of portfolio
45,870
Q1 2025 Added 12.44%
$177B
$5.55 Million 0.12% of portfolio
36,141
Q1 2025 Reduced 34.57%
$35.7B
$5.51 Million 0.12% of portfolio
94,943
Q1 2025 Reduced 2.93%
$14.4B
$5.64 Million 0.12% of portfolio
48,757
Q1 2025 Added 71.97%
$0
$5.81 Million 0.12% of portfolio
61,011
Q1 2025 Reduced 4.81%
$0
$5.75 Million 0.12% of portfolio
495,671
Q1 2025 Added 14.71%
$141B
$5.73 Million 0.12% of portfolio
24,263
Q1 2025 Added 1.17%
$313B
$5.69 Million 0.12% of portfolio
79,315
Q1 2025 Added 2.95%
$107B
$5.09 Million 0.11% of portfolio
84,836
Q1 2025 Reduced 46.34%
$301B
$5.24 Million 0.11% of portfolio
73,129
Q1 2025 Reduced 2.07%
$93B
$5.35 Million 0.11% of portfolio
43,878
Q1 2025 Added 0.67%
$0
$5.14 Million 0.11% of portfolio
274,930
Q1 2025 Added 7.8%
$0
$5.38 Million 0.11% of portfolio
91,981
Q1 2025 Added 26.86%
$0
$5.22 Million 0.11% of portfolio
75,809
Q1 2025 Reduced 11.74%
$0
$5.24 Million 0.11% of portfolio
103,732
Q1 2025 Added 2.74%
$0
$5.4 Million 0.11% of portfolio
123,064
Q1 2025 Added 65.49%
$79.9B
$5.01 Million 0.11% of portfolio
20,207
Q1 2025 Added 95.43%
$0
$5.06 Million 0.11% of portfolio
54,143
Q1 2025 Added 25.52%
$0
$5.39 Million 0.11% of portfolio
42,534
Q1 2025 Reduced 2.32%
$149B
$5.33 Million 0.11% of portfolio
14,314
Q1 2025 Reduced 0.03%
$0
$5.17 Million 0.11% of portfolio
104,151
Q1 2025 Reduced 1.77%
$0
$5 Million 0.11% of portfolio
53,853
Q1 2025 Added 4.09%

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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