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
BBCAJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$2.782M
42,826 shares@ $64.97 avg price
GRMNGarmin Ltd
Recent Activity
Exited
0%
$2.613M
16,037 shares@ $162.92 avg price
PRMWPrimo Water Corporation
Recent Activity
Exited
0%
$2.308M
105,599 shares@ $21.86 avg price
CRICarters Inc
Recent Activity
Exited
0%
$2.148M
34,660 shares@ $61.97 avg price
AOSSmith A O Corp
Recent Activity
Exited
0%
$2.075M
25,375 shares@ $81.79 avg price
SCVLShoe Carnival Inc
Recent Activity
Exited
0%
$2.047M
55,497 shares@ $36.9 avg price
CSLCarlisle Cos Inc
Recent Activity
Exited
0%
$2.034M
5,019 shares@ $405.22 avg price
RDNRadian Group Inc
Recent Activity
Exited
0%
$1.905M
61,262 shares@ $31.11 avg price
CBTCabot Corp
Recent Activity
Exited
0%
$1.878M
20,441 shares@ $91.9 avg price
FULFuller H B Co
Recent Activity
Exited
0%
$1.875M
24,364 shares@ $76.97 avg price