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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
JNJJohnson & Johnson
Recent Activity
Increased 3.62%
0.52%
$24.675M
152,256 shares@ $162.07 avg price
IVVIshares Tr
Recent Activity
Increased 4.75%
0.51%
$24.085M
41,754 shares@ $576.83 avg price
BUFFInnovator Etfs Trust
Recent Activity
Decreased -64.33%
0.51%
$23.934M
542,485 shares@ $44.12 avg price
METAMeta Platforms Inc
Recent Activity
Increased 6.61%
0.51%
$23.908M
41,766 shares@ $572.44 avg price
IAUIshares Gold Tr
Recent Activity
Increased 48.03%
0.5%
$23.354M
469,900 shares@ $49.7 avg price
IEFIshares Tr
Recent Activity
Increased 45.65%
0.49%
$23.128M
235,711 shares@ $98.13 avg price
FTCFirst Trust Lrgcp Gwt Alphad
Recent Activity
Decreased -13.51%
0.44%
$20.565M
156,461 shares@ $131.45 avg price
SGOVIshares Tr
Recent Activity
Decreased -3.28%
0.43%
$20.337M
201,912 shares@ $100.72 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 15.71%
0.41%
$19.427M
117,134 shares@ $165.85 avg price
FTAFirst Tr Lrg Cp Vl Alphadex
Recent Activity
Decreased -12.89%
0.41%
$19.379M
244,904 shares@ $79.14 avg price