13F-HR filed by Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-02, with 1,087 holding rows worth $5,307,743,934.
- Accession
- 0001791965-25-000004
- Filer
- CIK 1791965
- Filed
- 2025-05-02
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 1,206 entries on the cover page, a total value of $5,307,743,934 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,307,743,934 with VALUE read as dollars as filed, 13F file number 028-19701. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerPenserra Capital Management LLC
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 3,719 | $222,917 | dollars as filed | |
| CIVITAS RESOURCES INC COM NEW | 17888H103 | Stock | 6,384 | $222,737 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G300 | S&P SMLCAP QTY | 5,623 | $222,221 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 3,769 | $222,066 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 3,455 | $221,793 | dollars as filed | |
| Low Duration Preferre | 26922A198 | AAM LW DUR PFD | 10,975 | $221,698 | dollars as filed | |
| Vanguard Energy ETF | 92204A306 | SHS | 1,708 | $221,500 | dollars as filed | |
| WP CAREY INC COM | 92936U109 | REIT | 3,495 | $220,569 | dollars as filed | |
| OXFORD SQUARE CAP CORP | 69181V107 | COM | 84,425 | $220,350 | dollars as filed | |
| GABELLI EQUITY TR INC COM | 362397101 | CEF | 39,376 | $216,961 | dollars as filed | |
| Invesco BulletShares 2030 Corp Bd ETF | 46138J460 | SHS | 13,071 | $216,848 | dollars as filed | |
| DOCUSIGN INC COM | 256163106 | Stock | 2,655 | $216,117 | dollars as filed | |
| STATE STR CORP COM | 857477103 | Stock | 2,412 | $215,919 | dollars as filed | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 7,369 | $215,753 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647N873 | VCSHS US SMCP HG | 3,751 | $215,333 | dollars as filed | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 22,916 | $214,722 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 406 | $213,536 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 13,838 | $213,524 | dollars as filed | |
| ARBOR REALTY TRUST INC | 038923108 | COM | 18,139 | $213,137 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C367 | INTRNL DEV APRL | 7,716 | $212,499 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 19,788 | $212,322 | dollars as filed | |
| BROOKFIELD INFRASTRUCTURE PA | G16252101 | LP INT UNIT | 7,119 | $212,075 | dollars as filed | |
| UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF | 886364199 | ETF | 5,888 | $211,855 | dollars as filed | |
| GRIFFON CORP | 398433102 | COM | 2,962 | $211,786 | dollars as filed | |
| INGREDION INC COM | 457187102 | Stock | 1,562 | $211,225 | dollars as filed | |
| NUVEEN DOW 30 DYNMC OVERWRT | 67075F105 | SHS | 14,473 | $209,708 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 3,199 | $209,407 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 5,971 | $208,686 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 4,601 | $207,919 | dollars as filed | |
| DHT HOLDINGS INC | Y2065G121 | SHS NEW | 19,685 | $206,693 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 1,832 | $206,480 | dollars as filed | |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | 46435G193 | ETF | 8,943 | $206,226 | dollars as filed | |
| WISDOMTREE TR | 97717W315 | EMER MKT HIGH FD | 4,893 | $205,897 | dollars as filed | |
| C3 AI INC | 12468P104 | CL A | 9,720 | $204,612 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E107 | EQUAL WEGT 0-30 | 7,316 | $203,531 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 2,600 | $203,184 | dollars as filed | |
| FULTON FINL CORP PA | 360271100 | COM | 11,143 | $201,574 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 1,886 | $201,406 | dollars as filed | |
| RESEARCH FRONTIERS INC | 760911107 | COM | 177,961 | $201,096 | dollars as filed | |
| UMB FINL CORP | 902788108 | COM | 1,982 | $200,380 | dollars as filed | |
| iShares U.S. Infrastructure ETF | 46435U713 | SHS | 4,442 | $200,201 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P830 | SHRT DUR MNG MUN | 10,000 | $198,700 | dollars as filed | |
| D-WAVE QUANTUM INC | 26740W109 | COM | 24,449 | $185,812 | dollars as filed | |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | 606822104 | ADR | 13,563 | $184,860 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 14,637 | $182,231 | dollars as filed | |
| NUVEEN MUNICIPAL CREDIT OPP FU | 670663103 | COM | 16,892 | $180,744 | dollars as filed | |
| EATON VANCE MUNICIPAL INCOME T | 27826U108 | SH BEN INT | 16,592 | $170,234 | dollars as filed | |
| MITEK SYS INC | 606710200 | COM NEW | 19,646 | $162,080 | dollars as filed | |
| PIMCO CORPORATE & INCOME OPP | 72201B101 | COM | 10,966 | $158,574 | dollars as filed | |
| KOHLS CORP | 500255104 | COM | 18,512 | $151,428 | dollars as filed | |
| NUVEEN GLOBAL HIGH INCOME FD | 67075G103 | SHS | 11,255 | $147,215 | dollars as filed | |
| USA TODAY CO INC | 36472T109 | COM | 50,000 | $144,500 | dollars as filed | |
| AGNC INVT CORP COM | 00123Q104 | REIT | 14,859 | $142,349 | dollars as filed | |
| NATWEST GROUP PLC SPONS ADR | 639057207 | ADR | 11,916 | $142,039 | dollars as filed | |
| ALLSPRING MULTI SECTOR INCOM | 94987D101 | COM | 15,150 | $139,683 | dollars as filed | |
| HIGHLAND OPPS & INCOME FD | 43010E404 | HIGHLAND INCOME | 26,791 | $139,316 | dollars as filed | |
| EATON VANCE TAX-MANAGED BUY- | 27828Y108 | COM | 10,429 | $137,767 | dollars as filed | |
| EATON VANCE MUNICIPAL BOND FUN | 27827X101 | COM | 13,629 | $135,881 | dollars as filed | |
| KINROSS GOLD CORP | 496902404 | COM | 10,531 | $132,801 | dollars as filed | |
| AMERICAN COASTAL INSURANCE C | 910710102 | COMMON STOCK | 11,000 | $127,270 | dollars as filed | |
| COMPUGEN LTD | M25722105 | ORD | 83,179 | $121,441 | dollars as filed | |
| PIONEER DIVERSIFIED HIGH INCOM | 723653101 | COM | 10,130 | $120,952 | dollars as filed | |
| MANHATTAN BRDG CAP INC | 562803106 | COM | 20,422 | $120,694 | dollars as filed | |
| WIDEOPENWEST INC | 96758W101 | COM | 24,000 | $118,800 | dollars as filed | |
| EATON VANCE TAX-MANAGED GLOB | 27829c105 | COM | 12,842 | $105,947 | dollars as filed | |
| ZEVRA THERAPEUTICS INC COM NEW | 488445206 | Stock | 12,120 | $90,779 | dollars as filed | |
| RECURSION PHARMACEUTICALS IN | 75629V104 | CL A | 17,040 | $90,142 | dollars as filed | |
| GLOBAL X FDS | 37950E333 | GLBX SUPRINC ETF | 10,000 | $89,653 | dollars as filed | |
| GAUZY LTD | M4757U106 | SHS | 10,220 | $81,760 | dollars as filed | |
| EAGLE POINT CREDIT COMPANY I | 269808101 | COM | 10,000 | $81,000 | dollars as filed | |
| PROSPECT CAPITAL CORPORATION | 74348T102 | COM | 18,508 | $75,885 | dollars as filed | |
| CORNERSTONE STRATEGIC INVEST | 21924B302 | COM | 10,000 | $74,300 | dollars as filed | |
| ARCHER AVIATION INC | 03945R102 | COM CL A | 38,900 | $73,910 | dollars as filed | call |
| NANO X IMAGING LTD | M70700105 | ORD SHS | 13,065 | $65,260 | dollars as filed | |
| NANO DIMENSION LTD | 63008G203 | SPONSORD ADS NEW | 39,695 | $63,115 | dollars as filed | |
| ENERGY FUELS INC | 292671708 | COM NEW | 14,181 | $52,895 | dollars as filed | |
| BIT DIGITAL INC | G1144A105 | COMMON STOCK | 24,120 | $48,722 | dollars as filed | |
| CARECLOUD INC | 14167R100 | COM | 26,000 | $36,140 | dollars as filed | |
| ENTRAVISION COMMUNICATIONS A | 29382R107 | COMMON STOCK | 14,570 | $30,597 | dollars as filed | |
| FINGERMOTION INC | 31788K108 | COM | 22,073 | $30,240 | dollars as filed | |
| NORTHERN DYNASTY MINERALS LTD COM NEW | 66510M204 | Stock | 17,525 | $20,154 | dollars as filed | |
| NEXALIN TECHNOLOGY INC COM | 65345B201 | Stock | 10,000 | $19,500 | dollars as filed | |
| CHEGG INC | 163092109 | COM | 30,000 | $19,176 | dollars as filed | |
| WW INTL INC | 98262P101 | COM | 32,400 | $16,932 | dollars as filed | |
| QUANTUM SI INC | 74765K105 | COM CL A | 10,012 | $12,014 | dollars as filed | |
| BIG 5 SPORTING GOODS CORP | 08915P101 | COM | 10,496 | $10,148 | dollars as filed | |
| ONCOLYTICS BIOTECH INC | 682310875 | COM NEW | 11,210 | $6,166 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001791965-25-000004 | this filing | 2025-05-02 | acceptance time not in the bulk data set |