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
$96.1B
$1.78 Million 0.04% of portfolio
4,590
Q3 2024 Added 1.59%
$0
$1.69 Million 0.04% of portfolio
33,556
Q3 2024 Added 47.56%
$0
$1.74 Million 0.04% of portfolio
7,150
Q3 2024 Added 1.29%
$0
$1.69 Million 0.04% of portfolio
8,439
Q3 2024 Added 13.63%
$0
$1.88 Million 0.04% of portfolio
7,018
Q3 2024 Added 18.65%
$82.8B
$1.93 Million 0.04% of portfolio
9,889
Q3 2024 Added 8.5%
$0
$1.34 Million 0.03% of portfolio
49,239
Q3 2024 Added 16.83%
$70.4B
$1.5 Million 0.03% of portfolio
13,410
Q3 2024 Added 5.66%
$60.3B
$1.34 Million 0.03% of portfolio
2,857
Q3 2024 Added 1.75%
$283B
$1.55 Million 0.03% of portfolio
1,859
Q3 2024 Added 29.46%
$19.7B
$1.32 Million 0.03% of portfolio
8,085
Q3 2024 Reduced 0.23%
$85.1B
$1.29 Million 0.03% of portfolio
4,765
Q3 2024 Reduced 35.04%
$72B
$1.18 Million 0.03% of portfolio
7,864
Q3 2024 Added 51.32%
$63.8B
$1.3 Million 0.03% of portfolio
16,089
Q3 2024 Added 6.91%
$1.68B
$1.36 Million 0.03% of portfolio
23,551
Q3 2024 Reduced 18.04%
$38.3B
$1.37 Million 0.03% of portfolio
5,338
Q3 2024 Reduced 4.35%
$40.7B
$1.33 Million 0.03% of portfolio
26,193
Q3 2024 Added 13.39%
$24.6B
$1.26 Million 0.03% of portfolio
32,161
Q3 2024 Reduced 16.19%
$0
$1.13 Million 0.03% of portfolio
33,070
Q3 2024 Added 0.28%
$47.7B
$1.54 Million 0.03% of portfolio
26,646
Q3 2024 Reduced 3.61%
$18.6B
$1.29 Million 0.03% of portfolio
2,798
Q3 2024 Reduced 5.82%
$0
$1.38 Million 0.03% of portfolio
27,273
Q3 2024 Reduced 65.54%
$0
$1.47 Million 0.03% of portfolio
28,767
Q3 2024 Added 347.32%
$0
$1.43 Million 0.03% of portfolio
29,662
Q3 2024 New
$43.4B
$1.31 Million 0.03% of portfolio
123,911
Q3 2024 Added 36.51%
$0
$1.29 Million 0.03% of portfolio
23,153
Q3 2024 Added 26.76%
$0
$1.22 Million 0.03% of portfolio
31,097
Q3 2024 Reduced 3.08%
$0
$1.2 Million 0.03% of portfolio
74,293
Q3 2024 Reduced 5.29%
$24.6B
$1.41 Million 0.03% of portfolio
3,288
Q3 2024 Added 0.95%
$0
$1.18 Million 0.03% of portfolio
31,057
Q3 2024 Added 197.03%
$0
$1.33 Million 0.03% of portfolio
32,796
Q3 2024 Added 475.97%
$0
$1.16 Million 0.03% of portfolio
93,986
Q3 2024 Reduced 1.52%
$0
$1.16 Million 0.03% of portfolio
16,103
Q3 2024 Added 15.65%
$0
$1.21 Million 0.03% of portfolio
57,357
Q3 2024 Reduced 3.84%
$0
$1.42 Million 0.03% of portfolio
28,552
Q3 2024 Reduced 1.22%
$0
$1.26 Million 0.03% of portfolio
4,441
Q3 2024 Added 3.14%
$0
$1.53 Million 0.03% of portfolio
46,132
Q3 2024 Reduced 2.89%
$0
$1.12 Million 0.03% of portfolio
21,280
Q3 2024 Reduced 6.36%
$0
$1.24 Million 0.03% of portfolio
8,899
Q3 2024 Added 0.53%
$0
$1.44 Million 0.03% of portfolio
13,129
Q3 2024 Added 125.2%
$0
$1.41 Million 0.03% of portfolio
32,548
Q3 2024 Reduced 0.74%
$0
$1.18 Million 0.03% of portfolio
19,316
Q3 2024 Reduced 2.31%
$0
$1.2 Million 0.03% of portfolio
8,848
Q3 2024 Added 0.06%
$0
$1.46 Million 0.03% of portfolio
11,051
Q3 2024 Reduced 0.49%
$0
$1.39 Million 0.03% of portfolio
10,516
Q3 2024 Added 38.39%
$0
$1.47 Million 0.03% of portfolio
5,515
Q3 2024 Added 22.04%
$0
$1.5 Million 0.03% of portfolio
16,348
Q3 2024 Reduced 8.01%
$0
$1.55 Million 0.03% of portfolio
30,290
Q3 2024 Reduced 10.79%
$0
$1.39 Million 0.03% of portfolio
27,066
Q3 2024 Reduced 3.81%

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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