Kingsview Wealth Management, LLC
Follow13F filer, CIK 1791965, GRANTS PASS, OR
Kingsview Wealth Management, LLC reported $5,133,777,731 across 1,099 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-28. Its ten largest share positions make up 23.31% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001791965-25-000001
- Period
- 2024-12-31
- Reported value
- $5.13B
- Holdings
- 1,099
- Top 10 weight
- 23.31%
- New
- 129
- Sold out
- 112
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPTIadded | +2,718,481 | $75.8M |
| SPYGadded | +840,689 | $73.9M |
| SPABnew | +2,198,133 | $54.9M |
| MSSSadded | +1,779,452 | $48.9M |
| BUFFadded | +1,087,128 | $48.8M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ITOTreduced | -934,204 | -$120M |
| VGITreduced | -901,156 | -$52.3M |
| BNDreduced | -697,370 | -$50.1M |
| BALTreduced | -1,476,301 | -$46.4M |
| XLUreduced | -403,072 | -$30.5M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,098 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| REFRRESEARCH FRONTIERS INC COM | call | 10,000 | $1K | new |
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BLACKROCK INCBLACKROCK INC | 11,251 | $10.7M | shares |
| BCBRUNSWICK CORP | 98,885 | $8.29M | shares |
| XHBSPDR SERIES TRUST | 63,554 | $7.92M | shares |
| MTNVAIL RESORTS INC | 42,091 | $7.34M | shares |
| PBJINVESCO EXCHANGE TRADED FD T | 140,126 | $6.78M | shares |
| LAM RESEARCH CORPLAM RESEARCH CORP | 5,333 | $4.35M | shares |
| SUSAISHARES TR | 35,698 | $4.3M | shares |
| DMAYFIRST TR EXCHNG TRADED FD VI | 91,414 | $3.65M | shares |
| AIAISHARES TR | 47,275 | $3.42M | shares |
| FLJHFRANKLIN TEMPLETON ETF TR | 110,359 | $3.37M | shares |
| RDIVINVESCO EXCH TRADED FD TR II | 65,452 | $3.27M | shares |
| IPACISHARES TR | 48,573 | $3.23M | shares |
| QGROAMERICAN CENTY ETF TR | 35,409 | $3.22M | shares |
| RECSCOLUMBIA ETF TR I | 94,888 | $3.22M | shares |
| BKLCBNY MELLON ETF TRUST | 29,176 | $3.2M | shares |
| RPVINVESCO EXCHANGE TRADED FD T | 35,876 | $3.19M | shares |
| FLQLFRANKLIN TEMPLETON ETF TR | 54,816 | $3.19M | shares |
| SUSLISHARES TR | 31,251 | $3.17M | shares |
| LGLVSPDR SERIES TRUST | 18,692 | $3.16M | shares |
| AARONS CO INCAARONS CO INC | 308,723 | $3.07M | shares |
| KNTKKINETIK HOLDINGS INC | 65,567 | $2.97M | shares |
| NNINELNET INC | 23,071 | $2.61M | shares |
| MGEEMGE ENERGY INC | 25,330 | $2.32M | shares |
| VCTRVICTORY CAP HLDGS INC DEL | 41,303 | $2.29M | shares |
| ESNTESSENT GROUP LTD | 34,359 | $2.21M | shares |
| CSVCARRIAGE SVCS INC | 65,526 | $2.15M | shares |
| FLSFLOWSERVE CORP | 41,455 | $2.14M | shares |
| APOGAPOGEE ENTERPRISES INC | 30,477 | $2.13M | shares |
| EGEVEREST GROUP LTD | 5,297 | $2.08M | shares |
| MARATHON OIL CORPMARATHON OIL CORP | 75,864 | $2.02M | shares |
| ARISTA NETWORKS INCARISTA NETWORKS INC | 4,169 | $1.6M | shares |
| LENLENNAR CORP | 5,113 | $959K | shares |
| NEMNEWMONT CORP | 17,053 | $911K | shares |
| MMDNYLIM MACKAY DEFINEDTERM MUN | 38,208 | $644K | shares |
| SCHISCHWAB STRATEGIC TR | 13,865 | $640K | shares |
| VMBSVANGUARD SCOTTSDALE FDS | 12,709 | $600K | shares |
| HLHECLA MINING COMPANY | 88,232 | $589K | shares |
| ACCOACCO BRANDS CORP | 106,231 | $581K | shares |
| CECELANESE CORP DEL | 4,191 | $570K | shares |
| CALMCAL MAINE FOODS INC | 7,519 | $563K | shares |
| FLNGFLEX LNG LTD | 21,128 | $537K | shares |
| SBGISINCLAIR INC | 34,789 | $532K | shares |
| SPOKSPOK HLDGS INC | 35,100 | $529K | shares |
| AOSLALPHA & OMEGA SEMICONDUCTOR | 13,984 | $519K | shares |
| EVCENTRAVISION COMMUNICATIONS C | 249,462 | $516K | shares |
| CLBKCOLUMBIA FINL INC | 30,221 | $516K | shares |
| BSCQINVESCO EXCH TRD SLF IDX FD | 26,024 | $509K | shares |
| PPHVANECK ETF TRUST | 4,806 | $457K | shares |
| OSCROSCAR HEALTH INC | 21,043 | $446K | shares |
| NGVCNATURAL GROCERS BY VITAMIN | 14,188 | $421K | shares |
| BITOPROSHARES TR | 21,470 | $412K | shares |
| WESWESTERN MIDSTREAM PARTNERS L | 10,619 | $406K | shares |
| CACICACI INTL INC | 801 | $404K | shares |
| CGDGCAPITAL GROUP DIVIDEND GROWE | 12,111 | $372K | shares |
| SERIES PORTFOLIOS TRSERIES PORTFOLIOS TR | 9,643 | $361K | shares |
| VECTOR GROUP LTDVECTOR GROUP LTD | 23,411 | $349K | shares |
| BNLBROADSTONE NET LEASE INC | 18,338 | $348K | shares |
| EPRTESSENTIAL PPTYS RLTY TR INC | 10,086 | $344K | shares |
| DBPINVESCO DB MULTI-SECTOR COMM | 5,312 | $339K | shares |
| CIONCION INVT CORP | 27,910 | $332K | shares |
| RWRSPDR SERIES TRUST | 3,013 | $322K | shares |
| ZROZPIMCO ETF TR | 3,552 | $293K | shares |
| OLNOLIN CORP | 6,050 | $290K | shares |
| VGLTVANGUARD SCOTTSDALE FDS | 4,447 | $274K | shares |
| GOVIINVESCO EXCH TRADED FD TR II | 9,392 | $273K | shares |
| WCNWASTE CONNECTIONS INC | 1,515 | $271K | shares |
| XRMIGLOBAL X FDS | 14,000 | $266K | shares |
| NVGNUVEEN AMT FREE MUN CR INC F | 19,693 | $264K | shares |
| FSLRFIRST SOLAR INC | 1,022 | $255K | shares |
| CCSCENTURY COMMUNITIES INC | 2,363 | $243K | shares |
| SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC | 577 | $240K | shares |
| RKTROCKET COS INC | 12,250 | $235K | shares |
| EAGGISHARES TR | 4,798 | $233K | shares |
| KAPRINNOVATOR ETFS TRUST | 7,098 | $230K | shares |
| FPFFIRST TR INTER DURATN PFD & | 11,795 | $230K | shares |
| ADUSADDUS HOMECARE CORP | 1,716 | $228K | shares |
| DHID R HORTON INC | 1,191 | $227K | shares |
| CBRECBRE GROUP INC | 1,821 | $227K | shares |
| VTRVENTAS INC | 3,520 | $226K | shares |
| BLBDBLUE BIRD CORP | 4,595 | $220K | shares |
| VHTVANGUARD WORLD FD | 779 | $220K | shares |
| VKTXVIKING THERAPEUTICS INC | 3,445 | $218K | shares |
| BBYBEST BUY INC | 2,111 | $218K | shares |
| SKYWSKYWEST INC | 2,564 | $218K | shares |
| STXSEAGATE TECHNOLOGY HLDNGS PL | 1,990 | $218K | shares |
| BIDUBAIDU INC | 2,069 | $218K | shares |
| EFIVSPDR SERIES TRUST | 3,902 | $218K | shares |
| CCICROWN CASTLE INC | 1,833 | $217K | shares |
| TBBKBANCORP INC DEL | 4,014 | $215K | shares |
| IYJISHARES TR | 1,598 | $214K | shares |
| SHMSPDR SERIES TRUST | 4,436 | $214K | shares |
| SMGSCOTTS MIRACLE-GRO CO | 2,440 | $212K | shares |
| CPCANADIAN PACIFIC KANSAS CITY | 2,471 | $211K | shares |
| POSTPOST HLDGS INC | 1,812 | $210K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 447 | $208K | shares |
| CPNGCOUPANG INC | 8,465 | $208K | shares |
| ELLAUDER ESTEE COS INC | 2,070 | $206K | shares |
| IJANINNOVATOR ETFS TRUST | 6,207 | $205K | shares |
| BCCBOISE CASCADE CO DEL | 1,443 | $203K | shares |
| ICLRICON PUB LTD CO | 705 | $203K | shares |
| TDVIFIRST TR EXCHANGE-TRADED FD | 8,100 | $202K | shares |
| RBLXROBLOX CORP | 4,546 | $201K | shares |
| PGFINVESCO EXCHANGE TRADED FD T | 11,870 | $186K | shares |
| NPKINPK INTERNATIONAL INC | 19,200 | $133K | shares |
| WILLIAM PENN BANCORPORATIONWILLIAM PENN BANCORPORATION | 10,748 | $132K | shares |
| SWBISMITH & WESSON BRANDS INC | 10,033 | $130K | shares |
| GAUZGAUZY LTD | 11,320 | $100K | shares |
| XNROXNEUBERGER R/EST SECS INC FD | 24,355 | $100K | shares |
| OXFORD LANE CAP CORPOXFORD LANE CAP CORP | 10,078 | $52.8K | shares |
| GRITSTONE BIO INCGRITSTONE BIO INC | 35,000 | $20.3K | shares |
| ZPTAZAPATA QUANTUM INC COMMON STOC | 72,250 | $19.6K | shares |
| URGUR-ENERGY INC | 11,000 | $13.1K | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001791965-25-000001 | base | 2025-01-28 | acceptance time not in the bulk data set |