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 IHD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $360,172 | 54,080 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $336,303 | 53,637 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $333,350 | 53,166 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $332,574 | 55,989 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $298,367 | 55,874 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $278,125 | 55,514 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $360,626 | 63,157 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $373,753 | 69,471 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $374,101 | 70,987 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $660,229 | 124,807 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $645,125 | 130,857 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $705,295 | 135,114 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $728,059 | 135,579 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $787,885 | 152,691 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $808,301 | 164,289 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,023,465 | 177,685 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,205,644 | 179,947 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $1,172,245 | 165,105 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,145,457 | 155,001 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $1,356,540 | 158,105 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,718,776 | 214,847 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,136,807 | 156,585 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,742,349 | 263,593 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $1,581,208 | 254,623 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,451,238 | 248,926 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||