Kingsview Wealth Management, LLC
CIK
1791965
City
GRANTS PASS
State / Country
OR
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 NVG
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,272,936 | 103,239 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,012,369 | 79,966 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $934,457 | 76,034 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $879,157 | 73,693 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $513,410 | 41,471 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $263,689 | 19,693 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $266,394 | 21,380 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $121,585 | 10,007 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $123,601 | 10,457 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $284,277 | 27,573 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $156,276 | 13,357 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $157,345 | 13,357 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $174,051 | 14,337 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $167,312 | 14,337 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $189,452 | 14,451 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $221,376 | 14,968 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $277,610 | 15,483 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $261,880 | 15,270 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $272,722 | 15,270 | Shares | Sole | 2021-08-17 | |
| No 13F history on record for this holder in this stock. | ||||||