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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

Portfolio Trend

25 quarters · across all stocks

Holdings in SGU

Export CSV

Shares Held

Position Value (USD)

3 quarters on record
Report Date Value (USD) Shares
2026-03-31 $157,282 12,808
2025-12-31 $151,646 12,808
2025-09-30 $150,335 12,708