Long-term investor

Kingsview Wealth Management, LLC @kingsviewwealthmanagemen

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001791965).

Record

  • Tracked since 2025-06-30 (449 days), 219 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +7.9% · 1 year n/a · all -7.0%
  • Max drawdown n/a · win rate 51% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 66538H245 · 2.9% · long · since 2025-06-30
  • NVDA · 2.7% · long · since 2025-06-30
  • 78464A409 · 2.3% · long · since 2025-06-30
  • 66538H260 · 2.2% · long · since 2025-06-30
  • 66538H252 · 2.1% · long · since 2025-06-30
  • 464287226 · 2.1% · long · since 2025-06-30
  • AAPL · 2.1% · long · since 2025-06-30
  • 66537J812 · 2.0% · long · since 2025-06-30
  • 66537J838 · 1.7% · long · since 2025-06-30
  • 922908363 · 1.3% · long · since 2025-06-30
  • 66537J820 · 1.3% · long · since 2025-06-30
  • AVGO · 1.2% · long · since 2025-06-30

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