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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
GEGe Aerospace
Recent Activity
Increased 11.78%
0.84%
$39.751M
210,792 shares@ $188.58 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -15.18%
0.83%
$39.432M
174,665 shares@ $225.77 avg price
MRKMerck & Co Inc
Recent Activity
Increased 19.14%
0.83%
$39.204M
345,225 shares@ $113.56 avg price
NFLXNetflix Inc
Recent Activity
Increased 9.41%
0.8%
$37.727M
53,191 shares@ $709.27 avg price
VVisa Inc
Recent Activity
Increased 11.09%
0.78%
$36.76M
133,698 shares@ $274.95 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -5.63%
0.78%
$36.686M
442,319 shares@ $82.94 avg price
CRMSalesforce Inc
Recent Activity
Increased 13.42%
0.76%
$35.918M
131,225 shares@ $273.71 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 1894.84%
0.74%
$34.947M
432,620 shares@ $80.78 avg price
MDPLNorthern Lts Fd Tr Iv
Recent Activity
Decreased -1.21%
0.73%
$34.506M
1.289M shares@ $26.78 avg price
MAMastercard Incorporated
Recent Activity
Increased 10.82%
0.72%
$34.052M
68,959 shares@ $493.81 avg price