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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
RECSColumbia Etf Tr I
Recent Activity
New Position
0.07%
$3.218M
94,888 shares@ $33.91 avg price
RPVInvesco Exchange Traded Fd T
Recent Activity
New Position
0.07%
$3.19M
35,876 shares@ $88.93 avg price
FLQLFranklin Templeton Etf Tr
Recent Activity
New Position
0.07%
$3.188M
54,816 shares@ $58.16 avg price
CFCf Inds Hldgs Inc
Recent Activity
New Position
0.07%
$3.149M
36,704 shares@ $85.81 avg price
ISPYProshares Tr
Recent Activity
New Position
0.06%
$2.647M
59,066 shares@ $44.82 avg price
NNINelnet Inc
Recent Activity
New Position
0.06%
$2.613M
23,071 shares@ $113.29 avg price
DHTDht Holdings Inc
Recent Activity
New Position
0.06%
$2.611M
236,734 shares@ $11.03 avg price
NRGNrg Energy Inc
Recent Activity
New Position
0.06%
$2.514M
27,591 shares@ $91.11 avg price
FOXFox Corp
Recent Activity
New Position
0.06%
$2.414M
62,209 shares@ $38.8 avg price
VCTRVictory Cap Hldgs Inc
Recent Activity
New Position
0.05%
$2.288M
41,303 shares@ $55.4 avg price