test

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
XSWSpdr Ser Tr
Recent Activity
Exited
0%
$6.213M
41,113 shares@ $151.12 avg price
PEJInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$6.183M
136,139 shares@ $45.43 avg price
XPHSpdr Ser Tr
Recent Activity
Exited
0%
$5.923M
148,890 shares@ $39.79 avg price
CWBSpdr Ser Tr
Recent Activity
Exited
0%
$5.546M
76,958 shares@ $72.07 avg price
USSGDbx Etf Tr
Recent Activity
Exited
0%
$3.591M
70,268 shares@ $51.11 avg price
DAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$3.108M
82,115 shares@ $37.86 avg price
IMTMIshares Tr
Recent Activity
Exited
0%
$2.865M
74,057 shares@ $38.7 avg price
IQLTIshares Tr
Recent Activity
Exited
0%
$2.856M
73,141 shares@ $39.06 avg price
IHDGWisdomtree Tr
Recent Activity
Exited
0%
$2.832M
62,114 shares@ $45.59 avg price
IDEVIshares Tr
Recent Activity
Exited
0%
$2.789M
42,487 shares@ $65.65 avg price