Kingsview Wealth Management, LLC
Top Portfolio Positions
665 positions ·
$3,061,124,651 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
763,437 | $193,752,675 | 6.33% | |
| NVDA |
Nvidia Corp
Technology
|
1,085,563 | $189,322,187 | 6.18% | |
| AVGO |
Broadcom Inc.
Technology
|
306,087 | $94,736,986 | 3.09% | |
| MSFT |
Microsoft Corp
Technology
|
251,357 | $93,044,820 | 3.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
429,892 | $89,533,606 | 2.92% | |
| 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 | 1.87% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HRB
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,873,613 | 216,560 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,209,482 | 165,431 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $9,773,258 | 193,262 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $305,188 | 5,560 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $310,790 | 5,660 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $299,074 | 5,660 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $360,137 | 5,667 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $285,087 | 5,257 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $319,558 | 6,507 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $329,786 | 6,818 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $293,583 | 6,818 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $257,700 | 8,086 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $309,459 | 8,779 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,252,986 | 34,319 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,796,804 | 42,238 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $330,983 | 9,371 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $807,682 | 31,017 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $736,485 | 31,260 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,945,425 | 77,817 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $292,725 | 12,467 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $271,780 | 12,467 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $3,172 | 200 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $169,971 | 10,717 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $317,378 | 19,483 | Shares | Sole | 2020-11-19 | |
| No 13F history on record for this holder in this stock. | ||||||