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 16 of 55
33738D101
Shares:76.9K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$5.3B)
00214Q104
Shares:60.0K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$5.3B)
37954Y673
Shares:74.5K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$5.3B)
Shares:16.7K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$5.3B)
Shares:169.2K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$5.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 59.7K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$5.3B) | |||
| 17.2K | QoQ NEW(+17.2K) YoY NEW(+17.2K) | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$5.3B) | QoQ NEW(+$2.9M) YoY NEW(+$2.9M) | |
| 70.7K | QoQ NEW(+70.7K) | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$5.3B) | QoQ NEW(+$2.9M) | |
AMDOCS LTD(DOXcusipG02602103) | 31.6K | QoQ NEW(+31.6K) YoY NEW(+31.6K) | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$5.3B) | QoQ NEW(+$2.9M) YoY NEW(+$2.9M) |
(cusip33738D101)✕ | 76.9K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$5.3B) | ||
| 4.2K | QoQ -4.25% (-187)YoY -0.09% (-4) | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$5.3B) | ||
Blackstone Inc.(BXcusip09260D107) | 20.4K | QoQ +3.66% (-723)YoY -3.37% (-714) | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$5.3B) | |
(cusip00214Q104)✕ | 60.0K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$5.3B) | ||
| 11.1K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$5.3B) | |||
| 23.7K | QoQ NEW(+23.7K) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$5.3B) | QoQ NEW(+$2.8M) | |
| 12.3K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$5.3B) | |||
| 8.0K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$5.3B) | |||
Allegion plc(ALLEcusipG0176J109) | 21.6K | QoQ NEW(+21.6K) YoY NEW(+21.6K) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$5.3B) | QoQ NEW(+$2.8M) YoY NEW(+$2.8M) |
| 31.0K | QoQ NEW(+31.0K) YoY NEW(+31.0K) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$5.3B) | QoQ NEW(+$2.8M) YoY NEW(+$2.8M) | |
(cusip37954Y673)✕ | 74.5K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$5.3B) | ||
GLOBE LIFE INC.(GLcusip37959E102) | 21.3K | QoQ NEW(+21.3K) YoY NEW(+21.3K) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$5.3B) | QoQ NEW(+$2.8M) YoY NEW(+$2.8M) |
| 49.2K | YoY NEW(+49.2K) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$5.3B) | YoY NEW(+$2.8M) | |
| 16.7K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$5.3B) | |||
| 169.2K | QoQ NEW(+169.2K) YoY NEW(+169.2K) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$5.3B) | QoQ NEW(+$2.8M) YoY NEW(+$2.8M) | |
| 60.4K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$5.3B) |