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 55 of 55
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 10.0K | QoQ 0.00% (-0)YoY NEW(+10.0K) | All Managers (Combined) | $19.5K | 0.0% ($19.5K/$5.3B) | YoY NEW(+$19.5K) | |
CHEGG, INC(CHGGcusip163092109) | 30.0K | QoQ NEW(+30.0K) YoY NEW(+30.0K) | All Managers (Combined) | $19.2K | 0.0% ($19.2K/$5.3B) | QoQ NEW(+$19.2K) YoY NEW(+$19.2K) |
| 32.4K | QoQ 0.00% (-0)YoY NEW(+32.4K) | All Managers (Combined) | $16.9K | 0.0% ($16.9K/$5.3B) | YoY NEW(+$16.9K) | |
Quantum-Si Inc(QSIcusip74765K105) | 10.0K | QoQ NEW(+10.0K) YoY NEW(+10.0K) | All Managers (Combined) | $12.0K | 0.0% ($12.0K/$5.3B) | QoQ NEW(+$12.0K) YoY NEW(+$12.0K) |
| 10.5K | All Managers (Combined) | $10.1K | 0.0% ($10.1K/$5.3B) | |||
| 11.2K | QoQ -6.58% (-790)YoY +1.90% (-210) | All Managers (Combined) | $6.2K | 0.0% ($6.2K/$5.3B) |