Kingsview Wealth Management, LLC

CIK
0001791965
City
GRANTS PASS
State / Country
OR

Top Portfolio Positions

593 positions · $2,889,577,193 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
715,940 $194,635,448 6.74%
NVDA
Nvidia Corp
Technology
966,956 $180,337,293 6.24%
MSFT
Microsoft Corp
Technology
230,733 $111,587,092 3.86%
AMZN
Amazon Com Inc
Consumer Cyclical
386,101 $89,119,832 3.08%
LLY
ELI LILLY & Co
Healthcare
70,603 $75,875,639 2.63%
GE
General Electric Co
Industrials
217,752 $67,074,148 2.32%
QQQ
Invesco Qqq Trust, Series 1
104,397 $64,132,121 2.22%
WMT
Walmart Inc.
Consumer Defensive
549,008 $61,164,980 2.12%
COST
Costco Wholesale Corp /New
Consumer Defensive
66,282 $57,157,619 1.98%
TXN
Texas Instruments Inc
Technology
320,414 $55,588,624 1.92%

Portfolio Trend

24 quarters · across all stocks

Holdings in CGEN

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Shares Held

Position Value (USD)

10 of 10 shown
Report Date Value (USD) Shares
2025-12-31 $127,263 83,179
2025-09-30 $122,273 83,179
2025-06-30 $148,058 83,179
2025-03-31 $121,441 83,179
2024-12-31 $127,263 83,179
2024-09-30 $150,553 83,179
2024-06-30 $139,740 83,179
2024-03-31 $214,601 83,179
2023-12-31 $164,694 83,179
2023-09-30 $78,111 83,991