Kingsview Wealth Management, LLC

Q4 2021 13F Holdings Report, Stock Holdings

Signature - Title
Matthew Stolen - CCO, KWM
Location
Grants Pass, OR
Holdings as of
31 Dec 2021
Value $
$2.38B
Num holdings
886
Date filed
16 Feb 2022, 19:22
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, MSFT, MPRO, AMZN, and QQQ.
Previous filing
Q3 2021 - 03 Dec 2021
Next filing
Q1 2022 - 08 Feb 2024
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2021 Q4 compared to 2021 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Matthew Stolen CCO, KWM Grants Pass, OR, Oregon 16 Feb 2022

Other Included Managers (1):

Num Name Location File Number
1 Penserra Capital Management LLC Orinda, CA