Kingsview-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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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

Page 42 of 55

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CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:2.5K

Value:$368.4K

% of Portfolio:0.0% ($368.4K/$5.3B)

33740F375

Shares:12.2K

Value:$366.1K

% of Portfolio:0.0% ($366.1K/$5.3B)

76009N100

Shares:15.3K

Value:$365.9K

% of Portfolio:0.0% ($365.9K/$5.3B)

41653L602

Shares:9.4K

Value:$365.7K

% of Portfolio:0.0% ($365.7K/$5.3B)

American Healthcare REIT, Inc.

AHR|398182303

Shares:12.0K

Value:$363.7K

% of Portfolio:0.0% ($363.7K/$5.3B)

800363103

Shares:13.0K

Value:$363.4K

% of Portfolio:0.0% ($363.4K/$5.3B)

NISOURCE INC.

NI|65473P105

Shares:9.0K

Value:$361.7K

% of Portfolio:0.0% ($361.7K/$5.3B)

Wendy's Co

WEN|95058W100

Shares:24.7K

Value:$361.4K

% of Portfolio:0.0% ($361.4K/$5.3B)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:32.2K

Value:$361.0K

% of Portfolio:0.0% ($361.0K/$5.3B)

ROSS STORES, INC.

ROST|778296103

Shares:2.8K

Value:$360.5K

% of Portfolio:0.0% ($360.5K/$5.3B)

92206C730

VONE|92206C730

Shares:1.4K

Value:$359.9K

% of Portfolio:0.0% ($359.9K/$5.3B)

abrdn Silver ETF Trust

SIVR|003264108

Shares:11.0K

Value:$358.6K

% of Portfolio:0.0% ($358.6K/$5.3B)

COMFORT SYSTEMS USA INC

FIX|199908104

Shares:1.1K

Value:$358.2K

% of Portfolio:0.0% ($358.2K/$5.3B)

DraftKings Inc.

DKNG|26142V105

Shares:10.8K

Value:$358.0K

% of Portfolio:0.0% ($358.0K/$5.3B)

45782C540

Shares:9.5K

Value:$357.5K

% of Portfolio:0.0% ($357.5K/$5.3B)

VILLAGE SUPER MARKET INC

VLGEA|927107409

Shares:9.4K

Value:$357.0K

% of Portfolio:0.0% ($357.0K/$5.3B)

DoubleLine Income Solutions Fund

DSL|258622109

Shares:28.3K

Value:$356.2K

% of Portfolio:0.0% ($356.2K/$5.3B)

Patria Investments Ltd

PAX|G69451105

Shares:30.9K

Value:$349.1K

% of Portfolio:0.0% ($349.1K/$5.3B)

45782C656

Shares:9.1K

Value:$348.5K

% of Portfolio:0.0% ($348.5K/$5.3B)

Discover Financial Services

DFS|254709108

Shares:2.0K

Value:$347.5K

% of Portfolio:0.0% ($347.5K/$5.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	2.5K	QoQ -6.27% (-167) YoY -86.13% (-15.5K)	All Managers (Combined)	$368.4K	0.0% ($368.4K/$5.3B)	QoQ -3.66% (-$14.0K) YoY -83.50% (-$1.9M)
(cusip33740F375)✕	12.2K	QoQ -42.15% (-8.9K) YoY +32.71% (+3.0K)	All Managers (Combined)	$366.1K	0.0% ($366.1K/$5.3B)	QoQ -42.60% (-$271.8K) YoY +29.99% (+$84.5K)
(cusip76009N100)✕	15.3K	QoQ NEW(+15.3K) YoY NEW(+15.3K)	All Managers (Combined)	$365.9K	0.0% ($365.9K/$5.3B)	QoQ NEW(+$365.9K) YoY NEW(+$365.9K)
(cusip41653L602)✕	9.4K	QoQ +7.00% (+616) YoY NEW(+9.4K)	All Managers (Combined)	$365.7K	0.0% ($365.7K/$5.3B)	QoQ +6.75% (+$23.1K) YoY NEW(+$365.7K)
American Healthcare REIT, Inc.(AHRcusip398182303)	12.0K	QoQ NEW(+12.0K) YoY NEW(+12.0K)	All Managers (Combined)	$363.7K	0.0% ($363.7K/$5.3B)	QoQ NEW(+$363.7K) YoY NEW(+$363.7K)
(cusip800363103)✕	13.0K	QoQ 0.00% (-0) YoY -29.03% (-5.3K)	All Managers (Combined)	$363.4K	0.0% ($363.4K/$5.3B)	QoQ -17.08% (-$74.9K) YoY -14.43% (-$61.3K)
NISOURCE INC.(NIcusip65473P105)	9.0K	QoQ -1.08% (-99) YoY NEW(+9.0K)	All Managers (Combined)	$361.7K	0.0% ($361.7K/$5.3B)	QoQ +7.87% (-$26.4K) YoY NEW(+$361.7K)
Wendy's Co(WENcusip95058W100)	24.7K	QoQ NEW(+24.7K) YoY NEW(+24.7K)	All Managers (Combined)	$361.4K	0.0% ($361.4K/$5.3B)	QoQ NEW(+$361.4K) YoY NEW(+$361.4K)
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	32.2K	QoQ NEW(+32.2K) YoY NEW(+32.2K)	All Managers (Combined)	$361.0K	0.0% ($361.0K/$5.3B)	QoQ NEW(+$361.0K) YoY NEW(+$361.0K)
ROSS STORES, INC.(ROSTcusip778296103)	2.8K	QoQ -5.43% (-162) YoY -79.11% (-10.7K)	All Managers (Combined)	$360.5K	0.0% ($360.5K/$5.3B)	QoQ -20.11% (-$90.8K) YoY -81.81% (-$1.6M)
(VONEcusip92206C730)	1.4K	QoQ +0.28% (-4) YoY +22.98% (+265)	All Managers (Combined)	$359.9K	0.0% ($359.9K/$5.3B)	QoQ -4.57% (-$17.3K) YoY +30.99% (+$85.2K)
abrdn Silver ETF Trust(SIVRcusip003264108)	11.0K	QoQ -2.38% (-269) YoY +3.43% (+366)	All Managers (Combined)	$358.6K	0.0% ($358.6K/$5.3B)	QoQ +15.11% (-$47.1K) YoY +41.22% (+$104.7K)
COMFORT SYSTEMS USA INC(FIXcusip199908104)	1.1K	QoQ +76.06% (+480) YoY NEW(+1.1K)	All Managers (Combined)	$358.2K	0.0% ($358.2K/$5.3B)	QoQ +33.81% (+$90.5K) YoY NEW(+$358.2K)
DraftKings Inc.(DKNGcusip26142V105)	10.8K	QoQ -19.71% (-2.6K) YoY -19.55% (-2.6K)	All Managers (Combined)	$358.0K	0.0% ($358.0K/$5.3B)	QoQ -28.32% (-$141.5K) YoY -41.16% (-$250.5K)
(cusip45782C540)✕	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$357.5K	0.0% ($357.5K/$5.3B)	QoQ NEW(+$357.5K) YoY NEW(+$357.5K)
VILLAGE SUPER MARKET INC(VLGEAcusip927107409)	9.4K	QoQ NEW(+9.4K) YoY NEW(+9.4K)	All Managers (Combined)	$357.0K	0.0% ($357.0K/$5.3B)	QoQ NEW(+$357.0K) YoY NEW(+$357.0K)
DoubleLine Income Solutions Fund(DSLcusip258622109)	28.3K	QoQ NEW(+28.3K) YoY NEW(+28.3K)	All Managers (Combined)	$356.2K	0.0% ($356.2K/$5.3B)	QoQ NEW(+$356.2K) YoY NEW(+$356.2K)
Patria Investments Ltd(PAXcusipG69451105)	30.9K	QoQ NEW(+30.9K) YoY NEW(+30.9K)	All Managers (Combined)	$349.1K	0.0% ($349.1K/$5.3B)	QoQ NEW(+$349.1K) YoY NEW(+$349.1K)
(cusip45782C656)✕	9.1K	QoQ -29.36% (-3.8K) YoY NEW(+9.1K)	All Managers (Combined)	$348.5K	0.0% ($348.5K/$5.3B)	QoQ -30.58% (-$153.6K) YoY NEW(+$348.5K)
Discover Financial Services(DFScusip254709108)	2.0K	QoQ +3.40% (+67) YoY +24.60% (+402)	All Managers (Combined)	$347.5K	0.0% ($347.5K/$5.3B)	QoQ +1.85% (+$6.3K) YoY +62.17% (+$133.2K)