Kingsview Wealth Management, LLC
CIK
1791965
City
GRANTS PASS
State / Country
OR
Top Portfolio Positions
665 positions ·
$3,055,948,400 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
763,437 | $193,752,675 | 6.34% | |
| NVDA |
Nvidia Corp
Technology
|
1,085,563 | $189,322,187 | 6.20% | |
| AVGO |
Broadcom Inc.
Technology
|
306,087 | $94,736,986 | 3.10% | |
| MSFT |
Microsoft Corp
Technology
|
251,357 | $93,044,820 | 3.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
429,892 | $89,533,606 | 2.93% | |
| LLY |
ELI LILLY & Co
Healthcare
|
75,471 | $69,415,961 | 2.27% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
555,832 | $69,078,800 | 2.26% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
109,102 | $62,971,492 | 2.06% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
422,311 | $61,775,652 | 2.02% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
282,035 | $57,374,379 | 1.88% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BOE
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,312 | 10,065 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $117,861 | 10,065 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $116,452 | 10,065 | Shares | Sole | 2025-11-12 | |
| 2024-06-30 | $113,675 | 10,714 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $112,068 | 10,714 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $107,274 | 10,814 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $139,696 | 14,814 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $149,176 | 14,814 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $147,103 | 14,814 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $141,621 | 14,814 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $132,713 | 15,064 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $147,175 | 15,064 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $170,373 | 15,064 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $183,479 | 15,064 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $176,399 | 15,064 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $189,053 | 15,064 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $221,343 | 19,264 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $150,383 | 13,784 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $131,912 | 13,784 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $155,759 | 16,535 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $166,720 | 20,111 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||