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:

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Page 35 of 55

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Carter Bankshares, Inc.

CARE|146103106

Shares:36.1K

Value:$584.1K

% of Portfolio:0.0% ($584.1K/$5.3B)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:6.6K

Value:$577.6K

% of Portfolio:0.0% ($577.6K/$5.3B)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:908

Value:$575.9K

% of Portfolio:0.0% ($575.9K/$5.3B)

Main Street Capital CORP

MAIN|56035L104

Shares:10.1K

Value:$571.5K

% of Portfolio:0.0% ($571.5K/$5.3B)

46137V324

Shares:11.6K

Value:$567.6K

% of Portfolio:0.0% ($567.6K/$5.3B)

22542D225

Shares:6.9K

Value:$564.5K

% of Portfolio:0.0% ($564.5K/$5.3B)

46137V233

Shares:12.2K

Value:$560.1K

% of Portfolio:0.0% ($560.1K/$5.3B)

33740F862

Shares:12.3K

Value:$559.4K

% of Portfolio:0.0% ($559.4K/$5.3B)

CINTAS CORP

CTAS|172908105

Shares:2.7K

Value:$559.2K

% of Portfolio:0.0% ($559.2K/$5.3B)

NetApp, Inc.

NTAP|64110D104

Shares:6.3K

Value:$557.0K

% of Portfolio:0.0% ($557.0K/$5.3B)

33740U752

Shares:18.6K

Value:$555.6K

% of Portfolio:0.0% ($555.6K/$5.3B)

464288760

Shares:3.6K

Value:$555.0K

% of Portfolio:0.0% ($555.0K/$5.3B)

Nutrien Ltd.

NTR|67077M108

Shares:11.2K

Value:$554.2K

% of Portfolio:0.0% ($554.2K/$5.3B)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:6.7K

Value:$553.7K

% of Portfolio:0.0% ($553.7K/$5.3B)

Sunoco LP

SUN|86765K109

Shares:9.5K

Value:$553.3K

% of Portfolio:0.0% ($553.3K/$5.3B)

14020X104

Shares:19.5K

Value:$551.2K

% of Portfolio:0.0% ($551.2K/$5.3B)

HCA Healthcare, Inc.

HCA|40412C101

Shares:1.6K

Value:$550.5K

% of Portfolio:0.0% ($550.5K/$5.3B)

464289867

Shares:9.6K

Value:$549.9K

% of Portfolio:0.0% ($549.9K/$5.3B)

381430479

Shares:12.0K

Value:$547.4K

% of Portfolio:0.0% ($547.4K/$5.3B)

Trade Desk, Inc.

TTD|88339J105

Shares:10.0K

Value:$545.2K

% of Portfolio:0.0% ($545.2K/$5.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Carter Bankshares, Inc.(CAREcusip146103106)	36.1K	QoQ 0.00% (-0) YoY NEW(+36.1K)	All Managers (Combined)	$584.1K	0.0% ($584.1K/$5.3B)	QoQ -8.01% (-$50.9K) YoY NEW(+$584.1K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	6.6K	QoQ -6.94% (-496) YoY -79.76% (-26.2K)	All Managers (Combined)	$577.6K	0.0% ($577.6K/$5.3B)	QoQ +11.12% (-$57.9K) YoY -77.49% (-$2.0M)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	908	QoQ -9.38% (-94) YoY +12.93% (-104)	All Managers (Combined)	$575.9K	0.0% ($575.9K/$5.3B)	QoQ -19.31% (-$137.9K) YoY -25.57% (-$197.9K)
Main Street Capital CORP(MAINcusip56035L104)	10.1K	QoQ -20.35% (-2.6K) YoY +58.22% (+3.7K)	All Managers (Combined)	$571.5K	0.0% ($571.5K/$5.3B)	QoQ -23.09% (-$171.7K) YoY +89.15% (+$269.4K)
(cusip46137V324)✕	11.6K	QoQ +4.99% (+552) YoY +67.18% (+4.7K)	All Managers (Combined)	$567.6K	0.0% ($567.6K/$5.3B)	QoQ +2.33% (+$13.0K) YoY +71.46% (+$236.6K)
(cusip22542D225)✕	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$564.5K	0.0% ($564.5K/$5.3B)	QoQ NEW(+$564.5K) YoY NEW(+$564.5K)
(cusip46137V233)✕	12.2K	QoQ -16.68% (-2.4K) YoY -49.64% (-12.0K)	All Managers (Combined)	$560.1K	0.0% ($560.1K/$5.3B)	QoQ -23.25% (-$169.7K) YoY -44.99% (-$458.1K)
(cusip33740F862)✕	12.3K	QoQ -0.03% (-4) YoY +14.75% (+1.6K)	All Managers (Combined)	$559.4K	0.0% ($559.4K/$5.3B)	QoQ -2.29% (-$13.1K) YoY +21.72% (+$99.9K)
CINTAS CORP(CTAScusip172908105)	2.7K	QoQ -24.73% (-894) YoY +258.97% (+2.0K)	All Managers (Combined)	$559.2K	0.0% ($559.2K/$5.3B)	QoQ -15.34% (-$101.4K) YoY +7.42% (+$38.7K)
NetApp, Inc.(NTAPcusip64110D104)	6.3K	QoQ -73.73% (-17.8K) YoY -92.79% (-81.7K)	All Managers (Combined)	$557.0K	0.0% ($557.0K/$5.3B)	QoQ -80.12% (-$2.2M) YoY -93.97% (-$8.7M)
(cusip33740U752)✕	18.6K	QoQ -11.91% (-2.5K) YoY -25.91% (-6.5K)	All Managers (Combined)	$555.6K	0.0% ($555.6K/$5.3B)	QoQ -16.31% (-$108.3K) YoY -21.91% (-$156.0K)
(cusip464288760)✕	3.6K	QoQ -91.06% (-37.0K) YoY -57.89% (-5.0K)	All Managers (Combined)	$555.0K	0.0% ($555.0K/$5.3B)	QoQ -90.59% (-$5.3M) YoY -51.13% (-$580.8K)
Nutrien Ltd.(NTRcusip67077M108)	11.2K	QoQ +7.90% (+817) YoY +7.32% (-761)	All Managers (Combined)	$554.2K	0.0% ($554.2K/$5.3B)	QoQ +19.76% (+$91.4K) YoY -1.84% (-$10.4K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	6.7K	QoQ -8.58% (-632) YoY +15.72% (+914)	All Managers (Combined)	$553.7K	0.0% ($553.7K/$5.3B)	QoQ -10.95% (-$68.1K) YoY +42.61% (+$165.5K)
Sunoco LP(SUNcusip86765K109)	9.5K	QoQ +0.68% (+65) YoY +186.41% (+6.2K)	All Managers (Combined)	$553.3K	0.0% ($553.3K/$5.3B)	QoQ +13.64% (+$66.4K) YoY +175.80% (+$352.7K)
(cusip14020X104)✕	19.5K	QoQ +21.96% (+3.5K) YoY +64.97% (+7.7K)	All Managers (Combined)	$551.2K	0.0% ($551.2K/$5.3B)	QoQ +18.25% (+$85.1K) YoY +62.27% (+$211.5K)
HCA Healthcare, Inc.(HCAcusip40412C101)	1.6K	QoQ -3.16% (-52) YoY +11.86% (+169)	All Managers (Combined)	$550.5K	0.0% ($550.5K/$5.3B)	QoQ +11.50% (-$56.8K) YoY +15.86% (+$75.4K)
(cusip464289867)✕	9.6K	QoQ -0.69% (-67) YoY -33.67% (-4.8K)	All Managers (Combined)	$549.9K	0.0% ($549.9K/$5.3B)	QoQ -0.26% (-$1.5K) YoY -31.41% (-$251.8K)
(cusip381430479)✕	12.0K	QoQ +5.30% (+603) YoY +44.64% (+3.7K)	All Managers (Combined)	$547.4K	0.0% ($547.4K/$5.3B)	QoQ +6.92% (+$35.4K) YoY +44.54% (+$168.7K)
Trade Desk, Inc.(TTDcusip88339J105)	10.0K	QoQ +5.56% (-525) YoY -4.93% (-517)	All Managers (Combined)	$545.2K	0.0% ($545.2K/$5.3B)	QoQ -50.85% (-$564.1K) YoY -40.49% (-$371.0K)