• 13F History

Kingsview Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$5.13B
Signature - Title
Matthew Stolen - CCO
Location
Grants Pass, OR
Summary
This page shows a list of all the recent 13F filings made by Kingsview Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kingsview Wealth Management, LLC reported 1098 stock holdings with total value $5.13B as of Q4 2024. Top holdings included MPRO, AAPL, AGG, NVDA, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,098 $5.13B +$1.14B -$706M +$437M MPRO, AAPL, AGG, NVDA, SPYG 13F-HR 1/28/2025, 12:10 PM
Q3 2024 1,082 $4.75B +$715M -$419M +$296M MPRO, ITOT, AAPL, MBCC, NVDA 13F-HR 11/12/2024, 01:32 PM
Q2 2024 1,032 $4.23B +$589M -$283M +$306M MPRO, AAPL, ITOT, NVDA, MBCC 13F-HR 8/14/2024, 03:57 PM
Q1 2024 1,005 $3.99B +$714M -$316M +$398M MPRO, ITOT, AAPL, AGG, MSFT 13F-HR 5/9/2024, 10:12 AM
Q4 2023 943 $3.35B +$579M -$279M +$300M AAPL, MPRO, ITOT, AGG, MSFT 13F-HR 2/8/2024, 11:42 AM
Q3 2023 1,024 $2.78B +$566M -$236M +$330M AAPL, MPRO, AGG, MSFT, ITOT 13F-HR 11/7/2023, 02:07 PM
Q2 2023 903 $2.55B +$294M -$179M +$115M AAPL, MSFT, MPRO, AMZN, AGG 13F-HR 8/10/2023, 01:42 PM
Q1 2023 879 $2.38B +$367M -$342M +$24.9M AAPL, AGG, MPRO, MSFT, MAMB 13F-HR 5/15/2023, 10:52 AM
Q4 2022 839 $2.21B +$349M -$253M +$96.4M AAPL, MSFT, SGOV, MAMB, XLK 13F-HR 2/13/2023, 04:10 PM
Q3 2022 812 $2.11B +$354M -$148M +$206M MPRO, AAPL, AGG, MSFT, MAMB 13F-HR 11/14/2022, 05:27 PM
Q2 2022 805 $2.08B +$404M -$251M +$154M AAPL, MPRO, AGG, MSFT, MAMB 13F-HR 8/15/2022, 06:49 PM
Q1 2022 850 $2.26B +$317M -$305M +$11.7M AAPL, MSFT, MPRO, AGG, AMZN 13F-HR 2/8/2024, 12:52 PM
Q4 2021 937 $2.39B +$316M -$130M +$186M AAPL, MSFT, MPRO, AMZN, QQQ 13F-HR 2/16/2022, 06:22 PM
Q3 2021 836 $2.11B +$273M -$148M +$125M AAPL, MSFT, MPRO, AGG, AMZN 13F-HR 12/3/2021, 02:18 PM
Q2 2021 860 $2.02B +$378M -$176M +$202M AAPL, MSFT, AGG, MPRO, AMZN 13F-HR 8/16/2021, 07:08 PM
Q1 2021 806 $1.72B +$418M -$140M +$278M AAPL, MSFT, MPRO, AMZN, QQQ 13F-HR 5/24/2021, 03:20 PM
Q4 2020 692 $1.38B +$268M -$86.3M +$181M AAPL, AMZN, MSFT, QQQ, XLK 13F-HR 2/16/2021, 11:41 AM
Q3 2020 603 $1.11B +$221M -$115M +$106M AAPL, AGG, MSFT, AMZN, QQQ 13F-HR 11/19/2020, 11:09 AM
Q2 2020 566 $999M +$199M -$52.7M +$146M AAPL, QQQ, MSFT, AMZN, XLK 13F-HR 8/14/2020, 04:25 PM
Q1 2020 464 $741M +$155M -$36.6M +$118M AAPL, MSFT, AMZN, QQQ, XLK 13F-HR 5/11/2020, 04:19 PM
Q4 2019 461 $790M +$172M -$23.8M +$148M AAPL, MSFT, QQQ, HD, AMZN Restatement 1/31/2020, 08:41 AM
Q3 2019 420 $636M +$80.7M -$36.1M +$44.7M AAPL, HD, MSFT, QQQ, AMZN 13F-HR 1/28/2020, 05:46 PM
Q2 2019 415 $595M +$64.1M -$91.5M -$27.4M AAPL, MSFT, QQQ, HD, AMZN 13F-HR 1/28/2020, 05:58 PM
Q1 2019 447 $652M +$182M -$17.8M +$165M AAPL, QQQ, SCHG, AMZN, MSFT 13F-HR 1/28/2020, 06:01 PM
Q4 2018 349 $458M +$67M -$21.1M +$45.9M SCHG, HD, MSFT, AIT, AAPL 13F-HR 1/28/2020, 06:08 PM
Q3 2018 351 $493M SCHG, HD, AIT, MSFT, AAPL 13F-HR 1/28/2020, 06:12 PM
Q2 2018 317 $417M SCHG, HD, AIT, MSFT, JPM 13F-HR 1/28/2020, 06:15 PM
Q1 2018 311 $402M AIT, HD, RSPXXXX, MSFT, JPM 13F-HR 1/28/2020, 06:19 PM
Q4 2017 314 $279M RSPXXXX, SCHG, AAPL, XLK, SPY 13F-HR 1/28/2020, 06:22 PM
Q3 2017 277 $227M RSPXXXX, AAPL, XLK, SPY, IQDF 13F-HR 1/28/2020, 06:24 PM
Q2 2017 261 $194M RSPXXXX, XLK, AAPL, SPY, XLI 13F-HR 1/28/2020, 06:27 PM
Q1 2017 238 $168M RSPXXXX, XLK, AAPL, SPY, T 13F-HR 1/28/2020, 06:29 PM