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
$2.19 Million 0.05% of portfolio
29,851
Q3 2024 Added 7.16%
$29.6B
$2.22 Million 0.05% of portfolio
10,599
Q3 2024 Reduced 1.4%
$4.54B
$2.29 Million 0.05% of portfolio
41,303
Q3 2024 New
$7.83B
$2.27 Million 0.05% of portfolio
28,609
Q3 2024 Added 15.23%
$4.14B
$2.36 Million 0.05% of portfolio
198,002
Q3 2024 Added 293.3%
$3.68B
$1.94 Million 0.04% of portfolio
36,693
Q3 2024 New
$0
$1.76 Million 0.04% of portfolio
84,253
Q3 2024 Added 6.3%
$117B
$1.6 Million 0.04% of portfolio
4,169
Q3 2024 Added 1.53%
$0
$1.57 Million 0.04% of portfolio
31,694
Q3 2024 Added 48.48%
$89.1B
$1.82 Million 0.04% of portfolio
58,086
Q3 2024 Reduced 14.23%
$0
$1.86 Million 0.04% of portfolio
50,952
Q3 2024 Added 7.25%
$5.3B
$1.82 Million 0.04% of portfolio
14,001
Q3 2024 Added 193.52%
$117B
$1.74 Million 0.04% of portfolio
6,043
Q3 2024 Added 12.81%
$0
$1.66 Million 0.04% of portfolio
39,343
Q3 2024 Added 423.74%
$78.3B
$1.6 Million 0.04% of portfolio
15,444
Q3 2024 Added 4.35%
$72.7B
$1.81 Million 0.04% of portfolio
52,411
Q3 2024 Reduced 4.55%
$43B
$1.71 Million 0.04% of portfolio
25,941
Q3 2024 Reduced 4.36%
$14.5B
$1.96 Million 0.04% of portfolio
5,297
Q3 2024 New
$0
$1.96 Million 0.04% of portfolio
108,408
Q3 2024 Added 9.12%
$0
$1.81 Million 0.04% of portfolio
14,259
Q3 2024 Added 2.51%
$0
$1.83 Million 0.04% of portfolio
22,807
Q3 2024 Reduced 2.0%
$0
$1.89 Million 0.04% of portfolio
8,933
Q3 2024 Added 48.83%
$0
$1.94 Million 0.04% of portfolio
77,651
Q3 2024 Reduced 2.51%
$0
$1.59 Million 0.04% of portfolio
37,991
Q3 2024 Added 1.98%
$111B
$1.67 Million 0.04% of portfolio
19,923
Q3 2024 Added 8.9%
$0
$1.92 Million 0.04% of portfolio
106,677
Q3 2024 Reduced 4.75%
$0
$1.59 Million 0.04% of portfolio
49,457
Q3 2024 Added 3.06%
$0
$1.82 Million 0.04% of portfolio
18,178
Q3 2024 Reduced 7.0%
$25.6B
$1.56 Million 0.04% of portfolio
8,151
Q3 2024 Added 0.99%
$98.6B
$1.77 Million 0.04% of portfolio
75,603
Q3 2024 Added 2.52%
$87B
$1.71 Million 0.04% of portfolio
10,673
Q3 2024 Added 0.92%
$0
$1.8 Million 0.04% of portfolio
45,720
Q3 2024 Reduced 4.3%
$14.7B
$1.67 Million 0.04% of portfolio
58,693
Q3 2024 Added 30.08%
$0
$1.73 Million 0.04% of portfolio
34,020
Q3 2024 Added 4.95%
$0
$1.6 Million 0.04% of portfolio
13,351
Q3 2024 Reduced 16.49%
$0
$1.69 Million 0.04% of portfolio
14,358
Q3 2024 Added 8.14%
$0
$1.78 Million 0.04% of portfolio
30,899
Q3 2024 Added 19.12%
$0
$1.7 Million 0.04% of portfolio
30,028
Q3 2024 Added 9.15%
$0
$1.93 Million 0.04% of portfolio
40,524
Q3 2024 New
$6.67B
$1.8 Million 0.04% of portfolio
20,956
Q3 2024 Added 18.94%
$46B
$1.82 Million 0.04% of portfolio
12,797
Q3 2024 Reduced 5.7%
$0
$1.96 Million 0.04% of portfolio
87,942
Q3 2024 Reduced 8.61%
$112B
$1.89 Million 0.04% of portfolio
20,949
Q3 2024 Added 11.72%
$0
$1.82 Million 0.04% of portfolio
33,885
Q3 2024 Reduced 0.73%
$4.8B
$1.93 Million 0.04% of portfolio
55,262
Q3 2024 New
$0
$1.9 Million 0.04% of portfolio
9,501
Q3 2024 Reduced 87.11%
$124B
$1.89 Million 0.04% of portfolio
23,568
Q3 2024 Reduced 4.99%
$0
$1.6 Million 0.04% of portfolio
38,646
Q3 2024 Reduced 60.98%
$0
$1.65 Million 0.04% of portfolio
30,095
Q3 2024 Added 42.58%

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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