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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
ESNTEssent Group Ltd
Recent Activity
New Position
0.05%
$2.209M
34,359 shares@ $64.29 avg price
INSWInternational Seaways Inc
Recent Activity
New Position
0.05%
$2.161M
41,911 shares@ $51.56 avg price
CSVCarriage Svcs Inc
Recent Activity
New Position
0.05%
$2.151M
65,526 shares@ $32.84 avg price
FLSFlowserve Corp
Recent Activity
New Position
0.05%
$2.143M
41,455 shares@ $51.7 avg price
APOGApogee Enterprises Inc
Recent Activity
New Position
0.05%
$2.134M
30,477 shares@ $70.02 avg price
ADMArcher Daniels Midland Co
Recent Activity
New Position
0.05%
$2.098M
35,121 shares@ $59.75 avg price
EGEverest Group Ltd
Recent Activity
New Position
0.05%
$2.076M
5,297 shares@ $391.83 avg price
ABMAbm Inds Inc
Recent Activity
New Position
0.05%
$1.936M
36,693 shares@ $52.76 avg price
SEMSelect Med Hldgs Corp
Recent Activity
New Position
0.05%
$1.927M
55,262 shares@ $34.88 avg price
JSCPJ P Morgan Exchange Traded F
Recent Activity
New Position
0.05%
$1.926M
40,524 shares@ $47.52 avg price