Kingsview-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, "ALAB", "SE", "JOBY", "ARES", "HLNE", "HOOD", "GTX", "MPWR", "GDX", "POOL", null, "NTR", "TROW", null, null, null, "RF", "ALSN", "PBA", "BCE", "ARM", "SNOW", "MU", null, "NVG", null, "FNDF", "ACN", "ZS", null, null, null, null, "KBH", "MMM", "ABNB", "ABT", "ABBV", "ADBE", "OBDC", "APD", "BABA", "PAA", "KSS", "MAIN", "JEF", null, null, "VONG", "ALL", null, "GOOGL", "VDE", null, "AXP", null, null, null, "SCHH", null, "AFRM", "AIG", null, "ASML", "T", null, "BLK", "ADX", null, null, "CAT", null, "AVGO", "LOW", "CLS", "BRO", "AIT", "ABR", "ARCC", null, "BST", null, "BSX", null, "HRB", null, null, "EMO", "UTF", null, null, null, "CLM", null, null, "DBEF", "COF", "CMI", "MIN", null, null, "LNC", null, null, "ETG", "DUK", "EIM", null, "EVT", "MLKN", null, "D", null, "NNDM", null, "ETY", null, "PTY", "QSI", null, "EBAY", "RXRX", "PDI", null, null, null, "PSEC", "PHK", 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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 1,205
- Total Value
- 5307670024
- Accession Number
- 0001791965-25-000004
- Form Type
- 13F-HR
- Manager Name
- Kingsview-Wealth-Management
Data Enrichment
64% identified771 identified434 unidentified
Holdings
1,205 positions • $5.3B total value
Manager:
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Page 14 of 55
46429B655
Shares:71.9K
Value:$3.7M
% of Portfolio:0.1% ($3.7M/$5.3B)
Shares:15.0K
Value:$3.7M
% of Portfolio:0.1% ($3.7M/$5.3B)
78464A821
Shares:44.2K
Value:$3.5M
% of Portfolio:0.1% ($3.5M/$5.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 21.6K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$5.3B) | |||
(cusip46429B655)✕ | 71.9K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$5.3B) | ||
| 15.0K | QoQ -0.07% (-11) | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$5.3B) | ||
CATERPILLAR INC(CATcusip149123101) | 11.1K | QoQ -0.77% (-86)YoY -7.74% (-930) | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$5.3B) | |
| 13.8K | QoQ -1.89% (-267)YoY +1.55% (+212) | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$5.3B) | ||
| 21.1K | All Managers (Combined) | $3.6M | 0.1% ($3.6M/$5.3B) | |||
ONEOK INC /NEW/(OKEcusip682680103) | 36.0K | All Managers (Combined) | $3.6M | 0.1% ($3.6M/$5.3B) | ||
| 24.4K | All Managers (Combined) | $3.6M | 0.1% ($3.6M/$5.3B) | |||
| 32.2K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$5.3B) | |||
Snap-on Inc(SNAcusip833034101) | 10.5K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$5.3B) | ||
| 58.0K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$5.3B) | |||
(cusip78464A821)✕ | 44.2K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$5.3B) | ||
| 46.0K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$5.3B) | |||
| 18.5K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$5.3B) | |||
| 51.1K | QoQ NEW(+51.1K) | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$5.3B) | QoQ NEW(+$3.5M) | |
| 55.3K | YoY NEW(+55.3K) | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$5.3B) | YoY NEW(+$3.4M) | |
| 79.1K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$5.3B) | |||
SOUTHERN CO(SOcusip842587107) | 36.1K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$5.3B) | ||
| 46.4K | QoQ -0.01% (-9)YoY +0.43% (-201) | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$5.3B) | ||
CARTERS INC(CRIcusip146229109) | 80.6K | QoQ NEW(+80.6K) | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$5.3B) | QoQ NEW(+$3.3M) |