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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
DCIDonaldson Inc
Recent Activity
Exited
0%
$1.82M
25,435 shares@ $71.56 avg price
MMacys Inc
Recent Activity
Exited
0%
$1.801M
93,795 shares@ $19.2 avg price
MOSMosaic Co New
Recent Activity
Exited
0%
$1.8M
62,275 shares@ $28.91 avg price
RPRXRoyalty Pharma Plc
Recent Activity
Exited
0%
$1.771M
67,145 shares@ $26.38 avg price
CDWCdw Corp
Recent Activity
Exited
0%
$1.709M
7,633 shares@ $223.84 avg price
NDSNNordson Corp
Recent Activity
Exited
0%
$1.603M
6,910 shares@ $231.95 avg price
XCTRXClearbridge Mlp And Midstrm
Recent Activity
Exited
0%
$1.309M
32,189 shares@ $40.68 avg price
HOMBHome Bancshares Inc
Recent Activity
Exited
0%
$1.099M
45,878 shares@ $23.97 avg price
FDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$957,205
22,496 shares@ $42.56 avg price
BROSDutch Bros Inc
Recent Activity
Exited
0%
$923,303
22,302 shares@ $41.41 avg price