Kingsview Wealth Management, LLC
Q4 2024 13F Holdings
- Locationgrants pass, OR
- Num holdings
1,099
- Value ($000)
$5,133,778
- Date Filed01/28/2025
- Form type13F-HR
- CIK0001791965
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MPRO NORTHERN LTS FD TR IV | MONARCH PROCAP I | 66538H245 | $173.06M | 3 % | 6,048,838 | ||
AAPL APPLE INC | COM | 037833100 | $144.49M | 3 % | 576,996 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $124.68M | 2 % | 1,286,651 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $123.59M | 2 % | 920,299 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $112.78M | 2 % | 1,283,008 | ||
MAMB NORTHERN LTS FD TR IV | MONARCH AMBASSAD | 66538H260 | $108.77M | 2 % | 4,910,530 | ||
AMZN AMAZON COM INC | COM | 023135106 | $108.74M | 2 % | 495,631 | ||
MSSS NORTHERN LTS FD TR IV | MONARCH SEL SUBS | 66537J838 | $106.29M | 2 % | 3,866,520 | ||
MBCC NORTHERN LTS FD TR IV | MONARCH BLUE CH | 66538H252 | $104.82M | 2 % | 3,041,756 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $89.62M | 2 % | 212,613 |
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