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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
AMTAmerican Tower Corp New
Recent Activity
Increased 5.11%
0.71%
$33.409M
143,658 shares@ $232.56 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Increased 132.63%
0.7%
$32.896M
736,429 shares@ $44.67 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Increased 56.69%
0.64%
$30.258M
505,391 shares@ $59.87 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 24.86%
0.59%
$28.039M
182,046 shares@ $154.03 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 82.52%
0.58%
$27.14M
326,982 shares@ $83.01 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 49.87%
0.57%
$26.961M
58,578 shares@ $460.26 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Increased 2384.29%
0.57%
$26.929M
279,407 shares@ $96.38 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.8%
0.55%
$25.924M
63,979 shares@ $405.2 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.47%
0.53%
$24.902M
118,095 shares@ $210.87 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 35.91%
0.53%
$24.867M
43,340 shares@ $573.76 avg price