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Matthew Stolen

@Kingsview Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$4.755BTotal holdings1082
Assets growth rate12.35%Assets growth rate (2-Q avg)9.27%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Kingsview Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1082 positions.

Assets under management

The assets under management (AUM) of Kingsview Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.755B in assets, with a quarterly growth rate of 12.35% and a 2-quarter average growth rate of 9.27%. The portfolio is managed by Matthew Stolen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FEXFirst Tr Lrge Cp Core Alpha
Recent Activity
New Position
0.22%
$10.192M
97,839 shares@ $104.17 avg price
SJMSmucker J M Co
Recent Activity
New Position
0.19%
$8.866M
73,215 shares@ $121.1 avg price
SPTSSpdr Ser Tr
Recent Activity
New Position
0.17%
$7.866M
267,449 shares@ $29.41 avg price
PBJInvesco Exchange Traded Fd T
Recent Activity
New Position
0.15%
$6.775M
140,126 shares@ $48.36 avg price
DMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.08%
$3.654M
91,414 shares@ $39.97 avg price
AIAIshares Tr
Recent Activity
New Position
0.08%
$3.417M
47,275 shares@ $72.28 avg price
FLJHFranklin Templeton Etf Tr
Recent Activity
New Position
0.08%
$3.369M
110,359 shares@ $30.54 avg price
RDIVInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.07%
$3.269M
65,452 shares@ $49.94 avg price
IPACIshares Tr
Recent Activity
New Position
0.07%
$3.234M
48,573 shares@ $66.6 avg price
QGROAmerican Centy Etf Tr
Recent Activity
New Position
0.07%
$3.224M
35,409 shares@ $91.07 avg price