Kingsview Wealth Management, LLC

Q4 2024 13F Detailed Holdings

Location
Grants Pass, OR
Holdings as of
12/31/2024
Value
$5.13B
Value excl. options
$5.13B
Num holdings
1,241
Date filed
1/28/2025
Form type
13F-HR
Prev filing
11/12/2024
Next filing
5/2/2025
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Penserra Capital Management LLC