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 PHYS
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,013,666 | 536,503 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,176,906 | 338,489 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,549,487 | 288,639 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,170,418 | 243,409 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,673,582 | 194,247 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,892,869 | 143,638 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,241,800 | 110,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $697,188 | 38,604 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $368,490 | 21,300 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $339,309 | 21,300 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $305,016 | 21,300 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $337,192 | 22,600 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $360,218 | 23,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $323,595 | 22,950 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $289,280 | 22,600 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $174,414 | 12,300 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $185,977 | 12,100 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $183,520 | 12,780 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $166,980 | 12,100 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $164,151 | 11,700 | Shares | Sole | 2021-08-17 | |
| No 13F history on record for this holder in this stock. | ||||||