Kingsview Wealth Management, LLC

CIK
1791965
City
GRANTS PASS
State / Country
OR

Top Portfolio Positions

662 positions · $3,037,877,427 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in MIN

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Shares Held

Position Value (USD)

11 quarters on record
Report Date Value (USD) Shares
2026-03-31 $589,302 234,782
2025-12-31 $648,099 248,314
2025-09-30 $716,031 267,176
2025-06-30 $668,990 246,860
2025-03-31 $660,879 245,680
2024-12-31 $708,618 266,398
2024-09-30 $659,295 242,388
2024-06-30 $603,671 226,944
2024-03-31 $602,133 226,366
2023-12-31 $607,588 226,712
2023-09-30 $565,911 211,161