Kingsview Wealth Management, LLC

Q4 2024 13F-HR Holdings

Location
Grants Pass, OR
Holdings as of
12/31/2024
Date filed
1/28/2025
Form type
13F-HR
Num holdings
1,099
Total value ($000)
$5,133,778
Net value change ($000)
+378,875 (8.0%)
New positions
128
Sold out positions
112
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/12/2024 Next filing: 5/2/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYG 76,090 207.4%
SPTI 75,598 1595.6%
SPAB 54,931 NEW
BUFF 49,252 205.8%
MSSS 45,802 75.7%
XLC 35,369 1167.3%
EMR 33,846 1353.3%
AGG 28,772 30.0%
MPRO 26,246 17.9%
MDPL 23,817 69.0%
Top Reduces (Value $000, Stocks/ETFs)
ITOT -116,961 -87.4%
VGIT -54,509 -97.4%
BND -52,607 -91.1%
BALT -45,410 -89.1%
XLU -32,711 -93.6%
XLB -25,757 -95.6%
MRK -19,800 -50.5%
XLRE -14,611 -44.4%
BLK -10,683 -100.0%
EQT -8,443 -93.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type