Kingsview Wealth Management, LLC Purchases in Q3 2024

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BALT
Innovator Etfs Tr
1.44M
+ 669.56%
$29.76 - $30.83 $42.8M - $44.3M
1.65M $51M
XLU
Utilities Sector Spdr

ETFs
411K
+ 1894.84%
$67.67 - $80.78 $27.8M - $33.2M
433K $34.9M
XLB
Select Sector Spdr Fd Material

ETFs
268K
+ 2384.28%
$86.95 - $97.09 $23.3M - $26M
279K $26.9M
MPRO
Northern Lts Fd Tr Iv Monarch
425K
+ 9.65%
$27.68 - $30.49 $11.8M - $13M
4.83M $147M
XLRE
Select Sector Spdr Tr Real Est

ETFs
420K
+ 132.63%
$38.04 - $45.36 $16M - $19M
736K $32.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
92.4K
+ 9.5%
$113.41 - $125.62 $10.5M - $11.6M
1.07M $134M
MAMB
Northern Lts Fd Tr Iv Monarch
475K
+ 13.87%
$21.89 - $23.58 $10.4M - $11.2M
3.9M $90.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
22.7K
+ 34.38%
$475.2 - $527.7 $10.8M - $12M
88.6K $46.8M
MBCC
Northern Lts Fd Tr Iv Monarch
205K
+ 7.05%
$31.17 - $34.91 $6.39M - $7.16M
3.11M $108M
BND
Vanguard Bd Index Fd Inc Total

ETFs
155K
+ 25.17%
$71.45 - $75.64 $11M - $11.7M
768K $57.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
163K
+ 21.3%
$57.8 - $60.8 $9.41M - $9.89M
927K $56M
XLP
Consumer Staples Sector Spdr

ETFs
148K
+ 82.52%
$76.04 - $76.04 $11.2M - $11.2M
327K $24.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19.5K
+ 49.87%
$405.19 - $478.57 $7.9M - $9.33M
58.6K $27M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
183K
+ 56.69%
$59.61 - $60.15 $10.9M - $11M
505K $30.3M
FEX
First Tr Large Cap Core Alphde

ETFs
97.8K
New
$94.21 - $104.17 $9.22M - $10.2M
97.8K $10.2M
GE
General Electric CO

Industrials
22.2K
+ 11.77%
$156.66 - $189.66 $3.48M - $4.21M
211K $39.7M
IAU
Ishares Gold Trust

ETFs
152K
+ 48.02%
$44.06 - $50.5 $6.72M - $7.7M
470K $23.4M
SJM
J M Smucker CO

Consumer Defensive
73.2K
New
$109.12 - $122.4 $7.99M - $8.96M
73.2K $8.87M
DG
Dollar General Corp

Consumer Defensive
103K
+ 5567.44%
$80.41 - $132.42 $8.25M - $13.6M
104K $8.83M
IEF
Ishares Barclays

ETFs
73.9K
+ 45.65%
$92.67 - $99.14 $6.85M - $7.32M
236K $23.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
76.6K
+ 108.75%
$89.91 - $101.33 $6.89M - $7.76M
147K $14.4M
SPTS
Spdr Portfolio Short Term Trea

ETFs
267K
New
$28.75 - $29.46 $7.69M - $7.88M
267K $7.87M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
61K
+ 2386.46%
$97.96 - $124.99 $5.98M - $7.62M
63.6K $7.92M
ITB
Ishares Tr

ETFs
59K
+ 1096.47%
$97.52 - $128.64 $5.76M - $7.59M
64.4K $8.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
11.5K
+ 35.91%
$517.38 - $573.86 $5.92M - $6.57M
43.3K $24.9M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
258K
+ 121.42%
$26.14 - $27.97 $6.74M - $7.21M
470K $13M
AMT
American Tower Corp

Real Estate
6.97K
+ 5.1%
$192.27 - $242.73 $1.34M - $1.69M
144K $33.4M
XLV
Select Sector Spdr Fund Health

ETFs
36.2K
+ 24.86%
$143.3 - $157.24 $5.19M - $5.7M
182K $28M
PBJ
Invesco Exchange Traded Fd Tr

ETFs
140K
New
$44.82 - $48.36 $6.28M - $6.78M
140K $6.78M
MA
Mastercard Inc

Financial Services
6.73K
+ 10.82%
$429.6 - $500.99 $2.89M - $3.37M
69K $34.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.43K
+ 191.57%
$3305.62 - $4268.05 $4.73M - $6.11M
2.18K $9.17M
CRM
Salesforce, Inc.

Technology
15.5K
+ 13.41%
$238.42 - $276.53 $3.7M - $4.29M
131K $35.9M
TXN
Texas Instruments Inc

Technology
28.4K
+ 73.88%
$194.6 - $194.6 $5.53M - $5.53M
66.9K $13M
V
Visa Inc.

Financial Services
13.3K
+ 11.08%
$253.74 - $291.56 $3.39M - $3.89M
134K $36.8M
AMZN
Amazon Com Inc

Consumer Cyclical
43.5K
+ 10.04%
$161.02 - $200.0 $7.01M - $8.71M
477K $88.9M
NFLX
Netflix Inc

Communication Services
4.57K
+ 9.4%
$598.55 - $722.26 $2.74M - $3.3M
53.2K $37.7M
COST
Costco Wholesale Corp

Consumer Defensive
3K
+ 6.26%
$801.83 - $917.05 $2.41M - $2.75M
50.9K $45.2M
AMGN
Amgen Inc

Healthcare
12.4K
+ 37.85%
$309.38 - $337.38 $3.85M - $4.19M
45.3K $14.6M
META
Meta Platforms, Inc.

Communication Services
2.59K
+ 6.61%
$453.41 - $572.44 $1.17M - $1.48M
41.8K $23.9M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
91.4K
New
$37.43 - $39.97 $3.42M - $3.65M
91.4K $3.65M
MCD
Mcdonalds Corp

Consumer Cyclical
2.89K
+ 5.34%
$245.82 - $304.51 $710K - $879K
57K $17.4M
BMY
Bristol Myers Squibb CO

Healthcare
61.9K
+ 189.13%
$39.66 - $51.75 $2.46M - $3.21M
94.7K $4.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
65.3K
+ 34.37%
$47.95 - $49.61 $3.13M - $3.24M
255K $12.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
28.3K
+ 187.12%
$103.87 - $117.59 $2.94M - $3.33M
43.4K $5.09M
AIA
Ishares S&P Asia 50 ETF

ETFs
47.3K
New
$61.65 - $74.61 $2.91M - $3.53M
47.3K $3.42M
FLJH
Franklin Templeton ETF Tr

ETFs
110K
New
$26.51 - $33.3 $2.93M - $3.67M
110K $3.37M
MRK
Merck & Co., Inc.

Healthcare
55.4K
+ 19.13%
$111.15 - $128.97 $6.16M - $7.15M
345K $39.2M
TRGP
Targa Resources Corp.

Energy
21.8K
+ 764.09%
$127.86 - $156.46 $2.79M - $3.41M
24.7K $3.65M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
65.5K
New
$44.56 - $50.18 $2.92M - $3.28M
65.5K $3.27M
Activity Summary
Buys All Purchases 670 New Holdings 137 Increased Positions 533 Sells All Sells 361 Reductions 361 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email