Kingsview Wealth Management, LLC
Top Portfolio Positions
663 positions ·
$3,038,156,044 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
763,437 | $193,752,675 | 6.38% | |
| NVDA |
Nvidia Corp
Technology
|
1,085,563 | $189,322,187 | 6.23% | |
| AVGO |
Broadcom Inc.
Technology
|
306,087 | $94,736,986 | 3.12% | |
| MSFT |
Microsoft Corp
Technology
|
251,357 | $93,044,820 | 3.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
429,892 | $89,533,606 | 2.95% | |
| LLY |
ELI LILLY & Co
Healthcare
|
75,471 | $69,415,961 | 2.28% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
555,832 | $69,078,800 | 2.27% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
109,102 | $62,971,492 | 2.07% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
422,311 | $61,775,652 | 2.03% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
282,035 | $57,374,379 | 1.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,109,102 | 17,071 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $509,425 | 9,720 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $475,845 | 9,515 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $513,606 | 9,584 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $553,253 | 9,529 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $486,828 | 9,464 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $494,553 | 9,213 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $439,824 | 7,779 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $200,584 | 3,327 | Shares | Sole | 2024-05-09 | |
| No 13F history on record for this holder in this stock. | ||||||