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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
DPZDominos Pizza Inc
Recent Activity
Exited
0%
$689,012
1,334 shares@ $516.51 avg price
UGIUgi Corp New
Recent Activity
Exited
0%
$661,215
28,874 shares@ $22.91 avg price
SFLSfl Corporation Ltd
Recent Activity
Exited
0%
$650,014
46,831 shares@ $13.88 avg price
AMCRAmcor Plc
Recent Activity
Exited
0%
$643,837
65,832 shares@ $9.79 avg price
ALEAllete Inc
Recent Activity
Exited
0%
$561,428
9,004 shares@ $62.36 avg price
KSSKohls Corp
Recent Activity
Exited
0%
$542,656
23,604 shares@ $23.0 avg price
RSPHInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$533,218
17,756 shares@ $30.04 avg price
LEGLeggett & Platt Inc
Recent Activity
Exited
0%
$531,778
46,403 shares@ $11.46 avg price
EPMEvolution Pete Corp
Recent Activity
Exited
0%
$529,704
100,513 shares@ $5.28 avg price
QMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$528,234
18,879 shares@ $27.98 avg price