Kingsview-Wealth-Management

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Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: kingsview-wealth-management
Manager Name: Kingsview-Wealth-Management

Data Enrichment

64% identified

771 identified434 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,205 positions • $5.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:42.8K

Value:$22.8M

% of Portfolio:0.4% ($22.8M/$5.3B)

464287440

IEF|464287440

Shares:230.0K

Value:$21.9M

% of Portfolio:0.4% ($21.9M/$5.3B)

Alphabet Inc.

GOOGL|02079K305

Shares:140.1K

Value:$21.7M

% of Portfolio:0.4% ($21.7M/$5.3B)

464285204

Shares:360.5K

Value:$21.3M

% of Portfolio:0.4% ($21.3M/$5.3B)

VISA INC.

V|92826C839

Shares:60.3K

Value:$21.1M

% of Portfolio:0.4% ($21.1M/$5.3B)

78468R663

Shares:222.7K

Value:$20.4M

% of Portfolio:0.4% ($20.4M/$5.3B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:20.9K

Value:$19.8M

% of Portfolio:0.4% ($19.8M/$5.3B)

Broadcom Inc.

AVGO|11135F101

Shares:113.5K

Value:$19.0M

% of Portfolio:0.4% ($19.0M/$5.3B)

MCDONALDS CORP

MCD|580135101

Shares:60.2K

Value:$18.8M

% of Portfolio:0.4% ($18.8M/$5.3B)

Merck & Co., Inc.

MRK|58933Y105

Shares:203.5K

Value:$18.3M

% of Portfolio:0.3% ($18.3M/$5.3B)

46138G649

Shares:90.6K

Value:$17.5M

% of Portfolio:0.3% ($17.5M/$5.3B)

CHEVRON CORP

CVX|166764100

Shares:103.5K

Value:$17.3M

% of Portfolio:0.3% ($17.3M/$5.3B)

46641Q332

Shares:301.8K

Value:$17.2M

% of Portfolio:0.3% ($17.2M/$5.3B)

EXXON MOBIL CORP

XOM|30231G102

Shares:142.3K

Value:$16.9M

% of Portfolio:0.3% ($16.9M/$5.3B)

81369Y308

Shares:204.0K

Value:$16.7M

% of Portfolio:0.3% ($16.7M/$5.3B)

921908844

VIG|921908844

Shares:85.2K

Value:$16.5M

% of Portfolio:0.3% ($16.5M/$5.3B)

464287457

Shares:195.9K

Value:$16.2M

% of Portfolio:0.3% ($16.2M/$5.3B)

33735K108

Shares:119.8K

Value:$15.7M

% of Portfolio:0.3% ($15.7M/$5.3B)

33735J101

Shares:203.4K

Value:$15.6M

% of Portfolio:0.3% ($15.6M/$5.3B)

81369Y407

Shares:75.0K

Value:$14.8M

% of Portfolio:0.3% ($14.8M/$5.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	42.8K	QoQ -7.89% (-3.7K) YoY +13.54% (+5.1K)	All Managers (Combined)	$22.8M	0.4% ($22.8M/$5.3B)	QoQ +8.21% (-$1.7M) YoY +43.80% (+$6.9M)
(IEFcusip464287440)	230.0K	QoQ +16.02% (+31.8K) YoY +61.74% (+87.8K)	All Managers (Combined)	$21.9M	0.4% ($21.9M/$5.3B)	QoQ +19.69% (+$3.6M) YoY +62.96% (+$8.5M)
Alphabet Inc.(GOOGLcusip02079K305)	140.1K	QoQ +3.23% (-4.4K) YoY +45.89% (+44.1K)	All Managers (Combined)	$21.7M	0.4% ($21.7M/$5.3B)	QoQ -15.66% (-$4.0M) YoY +49.48% (+$7.2M)
(cusip464285204)✕	360.5K	QoQ +0.22% (+826) YoY +9.69% (+31.9K)	All Managers (Combined)	$21.3M	0.4% ($21.3M/$5.3B)	QoQ +19.36% (+$3.4M) YoY +53.95% (+$7.4M)
VISA INC.(Vcusip92826C839)	60.3K	QoQ -59.33% (-87.9K) YoY -45.46% (-50.2K)	All Managers (Combined)	$21.1M	0.4% ($21.1M/$5.3B)	QoQ -54.91% (-$25.7M) YoY -31.51% (-$9.7M)
(cusip78468R663)✕	222.7K	QoQ +71.59% (+92.9K) YoY +105.04% (+114.1K)	All Managers (Combined)	$20.4M	0.4% ($20.4M/$5.3B)	QoQ +72.16% (+$8.6M) YoY +104.89% (+$10.5M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	20.9K	QoQ -61.27% (-33.1K) YoY -52.60% (-23.2K)	All Managers (Combined)	$19.8M	0.4% ($19.8M/$5.3B)	QoQ -60.03% (-$29.7M) YoY -38.81% (-$12.6M)
Broadcom Inc.(AVGOcusip11135F101)	113.5K	QoQ +1.54% (-1.7K) YoY +1247.54% (+105.1K)	All Managers (Combined)	$19.0M	0.4% ($19.0M/$5.3B)	QoQ -26.66% (-$6.9M) YoY +70.22% (+$7.8M)
MCDONALDS CORP(MCDcusip580135101)	60.2K	QoQ +3.42% (+2.0K) YoY +17.88% (+9.1K)	All Managers (Combined)	$18.8M	0.4% ($18.8M/$5.3B)	QoQ +11.44% (+$1.9M) YoY +30.60% (+$4.4M)
Merck & Co., Inc.(MRKcusip58933Y105)	203.5K	QoQ +4.30% (-8.4K) YoY -23.66% (-63.1K)	All Managers (Combined)	$18.3M	0.3% ($18.3M/$5.3B)	QoQ -5.88% (-$1.1M) YoY -48.07% (-$16.9M)
(cusip46138G649)✕	90.6K	QoQ +168.60% (+56.9K) YoY +639.87% (+78.3K)	All Managers (Combined)	$17.5M	0.3% ($17.5M/$5.3B)	QoQ +146.36% (+$10.4M) YoY +681.72% (+$15.2M)
CHEVRON CORP(CVXcusip166764100)	103.5K	QoQ -1.46% (-1.5K) YoY -0.45% (-474)	All Managers (Combined)	$17.3M	0.3% ($17.3M/$5.3B)	QoQ +13.80% (-$2.1M) YoY +5.57% (-$914.2K)
(cusip46641Q332)✕	301.8K	QoQ +38.44% (+83.8K) YoY +77.18% (+131.5K)	All Managers (Combined)	$17.2M	0.3% ($17.2M/$5.3B)	QoQ +37.50% (+$4.7M) YoY +74.97% (+$7.4M)
EXXON MOBIL CORP(XOMcusip30231G102)	142.3K	QoQ -1.74% (-2.5K) YoY +15.93% (+19.6K)	All Managers (Combined)	$16.9M	0.3% ($16.9M/$5.3B)	QoQ +8.62% (-$1.3M) YoY +18.61% (+$2.7M)
(cusip81369Y308)✕	204.0K	QoQ -21.12% (-54.6K) YoY +9.76% (+18.1K)	All Managers (Combined)	$16.7M	0.3% ($16.7M/$5.3B)	QoQ -18.05% (-$3.7M) YoY +17.39% (+$2.5M)
(VIGcusip921908844)	85.2K	QoQ +0.79% (-675) YoY +9.82% (+7.6K)	All Managers (Combined)	$16.5M	0.3% ($16.5M/$5.3B)	QoQ -0.14% (-$24.7K) YoY +16.67% (+$2.4M)
(cusip464287457)✕	195.9K	QoQ +7.88% (+14.3K) YoY +51.95% (+67.0K)	All Managers (Combined)	$16.2M	0.3% ($16.2M/$5.3B)	QoQ +8.87% (+$1.3M) YoY +53.72% (+$5.7M)
(cusip33735K108)✕	119.8K	QoQ -13.20% (-18.2K) YoY -33.75% (-61.1K)	All Managers (Combined)	$15.7M	0.3% ($15.7M/$5.3B)	QoQ -17.50% (-$3.3M) YoY -29.39% (-$6.6M)
(cusip33735J101)✕	203.4K	QoQ -10.29% (-23.3K) YoY -27.26% (-76.2K)	All Managers (Combined)	$15.6M	0.3% ($15.6M/$5.3B)	QoQ -9.98% (-$1.7M) YoY -26.93% (-$5.8M)
(cusip81369Y407)✕	75.0K	QoQ +0.80% (-599) YoY +5.27% (+3.8K)	All Managers (Combined)	$14.8M	0.3% ($14.8M/$5.3B)	QoQ -11.27% (-$1.9M) YoY +13.04% (+$1.7M)