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
$90B
$4.59 Million 0.1% of portfolio
108,204
Q4 2024 Added 31.75%
$0
$4.77 Million 0.1% of portfolio
255,039
Q4 2024 Added 12.99%
$0
$4.8 Million 0.1% of portfolio
84,966
Q4 2024 Reduced 1.24%
$57.9B
$4.65 Million 0.1% of portfolio
40,795
Q4 2024 Added 0.69%
$0
$4.65 Million 0.1% of portfolio
51,508
Q4 2024 Added 2.87%
$0
$4.87 Million 0.1% of portfolio
101,786
Q4 2024 Reduced 4.61%
$32.1B
$4.49 Million 0.1% of portfolio
47,785
Q4 2024 Added 1.75%
$82.8B
$4.28 Million 0.09% of portfolio
33,181
Q4 2024 Added 3.12%
$108B
$4.19 Million 0.09% of portfolio
23,656
Q4 2024 Added 11.65%
$0
$4.02 Million 0.09% of portfolio
181,092
Q4 2024 Added 7.57%
$192B
$4.05 Million 0.09% of portfolio
11,159
Q4 2024 Reduced 4.92%
$0
$4.29 Million 0.09% of portfolio
72,505
Q4 2024 Reduced 4.59%
$0
$4.17 Million 0.09% of portfolio
69,090
Q4 2024 Added 1.47%
$0
$4.24 Million 0.09% of portfolio
32,084
Q4 2024 Added 805.56%
$80B
$4.2 Million 0.09% of portfolio
9,093
Q4 2024 Added 0.99%
$42.8B
$4.07 Million 0.09% of portfolio
40,498
Q4 2024 Added 31.39%
$224B
$4.46 Million 0.09% of portfolio
37,065
Q4 2024 Added 97.07%
$0
$4.05 Million 0.09% of portfolio
192,186
Q4 2024 Added 499.68%
$25.8B
$4.07 Million 0.09% of portfolio
46,391
Q4 2024 Reduced 0.27%
$0
$4.44 Million 0.09% of portfolio
50,884
Q4 2024 Added 1.69%
$0
$4.17 Million 0.09% of portfolio
432,115
Q4 2024 Added 8.82%
$45.6B
$4.4 Million 0.09% of portfolio
24,657
Q4 2024 Reduced 0.02%
$0
$4.16 Million 0.09% of portfolio
94,521
Q4 2024 Reduced 16.78%
$243B
$3.77 Million 0.08% of portfolio
10,706
Q4 2024 Reduced 0.75%
$0
$3.81 Million 0.08% of portfolio
154,401
Q4 2024 Added 23.29%
$0
$3.74 Million 0.08% of portfolio
85,723
Q4 2024 Reduced 0.4%
$12.1B
$3.57 Million 0.08% of portfolio
78,039
Q4 2024 Added 25.45%
$120B
$3.88 Million 0.08% of portfolio
42,014
Q4 2024 Added 110.88%
$0
$3.89 Million 0.08% of portfolio
80,522
Q4 2024 Added 1,712.74%
$0
$3.87 Million 0.08% of portfolio
58,532
Q4 2024 New
$0
$3.56 Million 0.08% of portfolio
53,159
Q4 2024 Added 30.07%
$0
$3.6 Million 0.08% of portfolio
118,163
Q4 2024 New
$0
$3.84 Million 0.08% of portfolio
34,689
Q4 2024 New
$0
$3.54 Million 0.08% of portfolio
68,740
Q4 2024 Added 47.94%
$0
$3.9 Million 0.08% of portfolio
77,401
Q4 2024 Added 127.52%
$7.51B
$3.7 Million 0.08% of portfolio
86,921
Q4 2024 Added 1.36%
$384M
$3.68 Million 0.08% of portfolio
311,976
Q4 2024 New
$72.1B
$4 Million 0.08% of portfolio
8,520
Q4 2024 Added 2.2%
$0
$3.96 Million 0.08% of portfolio
90,078
Q4 2024 Added 30.08%
$218B
$3.85 Million 0.08% of portfolio
50,943
Q4 2024 Added 46.87%
$58B
$3.71 Million 0.08% of portfolio
20,369
Q4 2024 Added 99.27%
$188B
$3.68 Million 0.08% of portfolio
31,840
Q4 2024 Reduced 35.98%
$0
$3.7 Million 0.08% of portfolio
43,136
Q4 2024 Added 14.08%
$0
$3.87 Million 0.08% of portfolio
44,596
Q4 2024 Reduced 0.12%
$1.07T
$3.55 Million 0.08% of portfolio
17,965
Q4 2024 Added 6.08%
$70.2B
$3.92 Million 0.08% of portfolio
82,045
Q4 2024 Reduced 0.55%
$0
$3.75 Million 0.08% of portfolio
15,620
Q4 2024 Added 12.39%
$0
$3.76 Million 0.08% of portfolio
17,769
Q4 2024 New
$0
$3.63 Million 0.08% of portfolio
34,602
Q4 2024 New

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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