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 44 of 55

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INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:6.1K

Value:$325.1K

% of Portfolio:0.0% ($325.1K/$5.3B)

92204A405

VFH|92204A405

Shares:2.7K

Value:$324.7K

% of Portfolio:0.0% ($324.7K/$5.3B)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:1.7K

Value:$324.6K

% of Portfolio:0.0% ($324.6K/$5.3B)

Jefferies Financial Group Inc.

JEF|47233W109

Shares:6.1K

Value:$324.2K

% of Portfolio:0.0% ($324.2K/$5.3B)

MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:10.4K

Value:$323.3K

% of Portfolio:0.0% ($323.3K/$5.3B)

Paycom Software, Inc.

PAYC|70432V102

Shares:1.5K

Value:$322.9K

% of Portfolio:0.0% ($322.9K/$5.3B)

25434V880

DFAX|25434V880

Shares:12.3K

Value:$322.8K

% of Portfolio:0.0% ($322.8K/$5.3B)

46641Q134

Shares:5.1K

Value:$322.2K

% of Portfolio:0.0% ($322.2K/$5.3B)

921932505

VOOG|921932505

Shares:959

Value:$320.7K

% of Portfolio:0.0% ($320.7K/$5.3B)

26923N108

Shares:7.5K

Value:$320.0K

% of Portfolio:0.0% ($320.0K/$5.3B)

RIO TINTO PLC

RIO|767204100

Shares:5.3K

Value:$318.9K

% of Portfolio:0.0% ($318.9K/$5.3B)

26923G806

Shares:4.9K

Value:$318.5K

% of Portfolio:0.0% ($318.5K/$5.3B)

00162Q395

Shares:7.5K

Value:$317.1K

% of Portfolio:0.0% ($317.1K/$5.3B)

46140H106

Shares:12.0K

Value:$315.0K

% of Portfolio:0.0% ($315.0K/$5.3B)

FIRST MERCHANTS CORP

FRME|320817109

Shares:7.8K

Value:$314.2K

% of Portfolio:0.0% ($314.2K/$5.3B)

STARWOOD PROPERTY TRUST, INC.

STWD|85571B105

Shares:15.8K

Value:$311.4K

% of Portfolio:0.0% ($311.4K/$5.3B)

45783Y541

Shares:11.1K

Value:$311.2K

% of Portfolio:0.0% ($311.2K/$5.3B)

H&R BLOCK INC

HRB|093671105

Shares:5.7K

Value:$310.8K

% of Portfolio:0.0% ($310.8K/$5.3B)

SYNOPSYS INC

SNPS|871607107

Shares:722

Value:$309.5K

% of Portfolio:0.0% ($309.5K/$5.3B)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

Shares:3.7K

Value:$308.5K

% of Portfolio:0.0% ($308.5K/$5.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	6.1K	QoQ -2.79% (-175) YoY NEW(+6.1K)	All Managers (Combined)	$325.1K	0.0% ($325.1K/$5.3B)	QoQ -3.64% (-$12.3K) YoY NEW(+$325.1K)
(VFHcusip92204A405)	2.7K	QoQ +53.29% (+945) YoY NEW(+2.7K)	All Managers (Combined)	$324.7K	0.0% ($324.7K/$5.3B)	QoQ +55.09% (+$115.3K) YoY NEW(+$324.7K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	1.7K	QoQ -1.78% (-31) YoY +20.02% (-285)	All Managers (Combined)	$324.6K	0.0% ($324.6K/$5.3B)	QoQ -10.22% (-$37.0K) YoY -7.96% (-$28.1K)
Jefferies Financial Group Inc.(JEFcusip47233W109)	6.1K	QoQ -1.22% (-75) YoY -3.63% (-228)	All Managers (Combined)	$324.2K	0.0% ($324.2K/$5.3B)	QoQ -32.50% (-$156.1K) YoY +17.05% (-$47.2K)
MANULIFE FINANCIAL CORP(MFCcusip56501R106)	10.4K	QoQ -11.95% (-1.4K) YoY -35.51% (-5.7K)	All Managers (Combined)	$323.3K	0.0% ($323.3K/$5.3B)	QoQ -10.69% (-$38.7K) YoY -19.61% (-$78.9K)
Paycom Software, Inc.(PAYCcusip70432V102)	1.5K	QoQ +8.35% (+114) YoY -32.07% (-698)	All Managers (Combined)	$322.9K	0.0% ($322.9K/$5.3B)	QoQ +15.46% (+$43.3K) YoY -25.43% (-$110.1K)
(DFAXcusip25434V880)	12.3K	QoQ +0.24% (+30) YoY +6.20% (+720)	All Managers (Combined)	$322.8K	0.0% ($322.8K/$5.3B)	QoQ +5.65% (+$17.3K) YoY +9.38% (+$27.7K)
(cusip46641Q134)✕	5.1K	QoQ -80.75% (-21.2K) YoY -53.51% (-5.8K)	All Managers (Combined)	$322.2K	0.0% ($322.2K/$5.3B)	QoQ -79.03% (-$1.2M) YoY -52.69% (-$359.0K)
(VOOGcusip921932505)	959	QoQ -58.99% (-1.4K) YoY +3.00% (+28)	All Managers (Combined)	$320.7K	0.0% ($320.7K/$5.3B)	QoQ -62.53% (-$535.4K) YoY +13.11% (+$37.2K)
(cusip26923N108)✕	7.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$320.0K	0.0% ($320.0K/$5.3B)	QoQ -2.05% (-$6.7K) YoY +5.79% (+$17.5K)
RIO TINTO PLC(RIOcusip767204100)	5.3K	QoQ +7.51% (+371) YoY +16.17% (+739)	All Managers (Combined)	$318.9K	0.0% ($318.9K/$5.3B)	QoQ +9.81% (+$28.5K) YoY +9.49% (+$27.7K)
(cusip26923G806)✕	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$318.5K	0.0% ($318.5K/$5.3B)	QoQ NEW(+$318.5K) YoY NEW(+$318.5K)
(cusip00162Q395)✕	7.5K	QoQ +1.16% (-87) YoY NEW(+7.5K)	All Managers (Combined)	$317.1K	0.0% ($317.1K/$5.3B)	QoQ -2.76% (-$9.0K) YoY NEW(+$317.1K)
(cusip46140H106)✕	12.0K	QoQ -41.48% (-8.5K) YoY +15.55% (+1.6K)	All Managers (Combined)	$315.0K	0.0% ($315.0K/$5.3B)	QoQ -42.03% (-$228.4K) YoY +22.93% (+$58.8K)
FIRST MERCHANTS CORP(FRMEcusip320817109)	7.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$314.2K	0.0% ($314.2K/$5.3B)	QoQ +1.37% (+$4.3K) YoY +15.87% (+$43.0K)
STARWOOD PROPERTY TRUST, INC.(STWDcusip85571B105)	15.8K	QoQ +11.40% (+1.6K) YoY -2.42% (-391)	All Managers (Combined)	$311.4K	0.0% ($311.4K/$5.3B)	QoQ +16.22% (+$43.5K) YoY -5.10% (-$16.8K)
(cusip45783Y541)✕	11.1K	QoQ -28.88% (-4.5K) YoY -70.51% (-26.5K)	All Managers (Combined)	$311.2K	0.0% ($311.2K/$5.3B)	QoQ -28.14% (-$121.9K) YoY -68.55% (-$678.2K)
H&R BLOCK INC(HRBcusip093671105)	5.7K	QoQ 0.00% (+0) YoY -13.01% (-847)	All Managers (Combined)	$310.8K	0.0% ($310.8K/$5.3B)	QoQ +3.91% (+$11.7K) YoY -2.74% (-$8.8K)
SYNOPSYS INC(SNPScusip871607107)	722	QoQ +28.24% (+159) YoY +72.31% (+303)	All Managers (Combined)	$309.5K	0.0% ($309.5K/$5.3B)	QoQ +13.31% (+$36.4K) YoY +29.33% (+$70.2K)
PRINCIPAL FINANCIAL GROUP INC(PFGcusip74251V102)	3.7K	QoQ -3.89% (-148) YoY NEW(+3.7K)	All Managers (Combined)	$308.5K	0.0% ($308.5K/$5.3B)	QoQ +4.77% (-$14.1K) YoY NEW(+$308.5K)