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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
MPRONorthern Lts Fd Tr Iv
Recent Activity
Increased 9.66%
3.09%
$146.811M
4.834M shares@ $30.37 avg price
ITOTIshares Tr
Recent Activity
Increased 9.5%
2.82%
$133.836M
1.065M shares@ $125.62 avg price
AAPLApple Inc
Recent Activity
Decreased -0.04%
2.7%
$128.007M
549,386 shares@ $233.01 avg price
MBCCNorthern Lts Fd Tr Iv
Recent Activity
Increased 7.06%
2.29%
$108.451M
3.113M shares@ $34.84 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.14%
2.28%
$108.069M
889,896 shares@ $121.45 avg price
AGGIshares Tr
Recent Activity
Decreased -2.86%
2.02%
$95.904M
947,014 shares@ $101.28 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.9%
1.91%
$90.58M
210,505 shares@ $430.3 avg price
MAMBNorthern Lts Fd Tr Iv
Recent Activity
Increased 13.88%
1.91%
$90.555M
3.896M shares@ $23.25 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 10.04%
1.87%
$88.893M
477,074 shares@ $186.34 avg price
MSSSNorthern Lts Fd Tr Iv
Recent Activity
Decreased -2.52%
1.28%
$60.489M
2.087M shares@ $28.99 avg price