Kingsview Wealth Management, LLC

Q1 2025 13F-HR Holdings

Location
Grants Pass, OR
Holdings as of
3/31/2025
Date filed
5/2/2025
Form type
13F-HR
Num holdings
1,087
Total value ($000)
$5,307,744
Net value change ($000)
+173,966 (3.4%)
New positions
105
Sold out positions
118
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/28/2025 Next filing: 8/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SGOV 109,954 570.2%
SFLR 37,546 327.1%
SPG 36,485 14196.5%
JAJL 36,400 8071.0%
DHR 33,350 356.2%
META 29,849 121.3%
MVFG 24,809 43.5%
MVFD 17,714 35.0%
AAPL 14,587 10.1%
MAMB 13,853 12.7%
Top Reduces (Value $000, Stocks/ETFs)
BUFF -49,272 -67.3%
EMR -33,402 -91.9%
COST -29,736 -60.0%
V -25,715 -54.9%
AMT -21,055 -67.2%
NVDA -16,585 -13.4%
MBCC -10,997 -10.5%
SPYG -9,939 -8.8%
MSFT -8,876 -9.9%
HSY -8,587 -83.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 74 (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