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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
ORCLOracle Corp
Recent Activity
Increased 4.17%
1.24%
$58.737M
344,701 shares@ $170.41 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 25.17%
1.22%
$57.717M
768,438 shares@ $75.12 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 21.31%
1.18%
$55.992M
926,718 shares@ $60.42 avg price
MVFGNorthern Lts Fd Tr Iv
Recent Activity
Increased 5.6%
1.16%
$54.923M
1.995M shares@ $27.53 avg price
BALTInnovator Etfs Trust
Recent Activity
Increased 669.57%
1.08%
$50.965M
1.653M shares@ $30.84 avg price
MVFDNorthern Lts Fd Tr Iv
Recent Activity
Increased 15.12%
1.04%
$49.298M
1.868M shares@ $26.4 avg price
LLYEli Lilly & Co
Recent Activity
Increased 3.5%
1.02%
$48.442M
54,679 shares@ $885.94 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 4.7%
1.02%
$48.28M
98,920 shares@ $488.07 avg price
VOOVanguard Index Fds
Recent Activity
Increased 34.38%
0.99%
$46.764M
88,624 shares@ $527.67 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 6.26%
0.95%
$45.153M
50,933 shares@ $886.52 avg price