Kingsview Wealth Management, LLC Purchases in Q1 2025

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.09M
+ 567.92%
$100.34 - $100.68 $110M - $110M
1.28M $129M
SPG
Simon Property Group Inc

Real Estate
220K
+ 14747.79%
$159.48 - $187.78 $35M - $41.3M
221K $36.7M
DHR
Danaher Corp

Healthcare
168K
+ 410.75%
$201.62 - $250.59 $33.8M - $42M
208K $42.7M
META
Meta Platforms, Inc.

Communication Services
52.5K
+ 124.82%
$576.36 - $736.67 $30.2M - $38.6M
94.5K $54.5M
AAPL
Apple Inc.

Technology
139K
+ 24.12%
$209.68 - $247.1 $29.2M - $34.4M
716K $159M
MAMB
Northern Lts Fd Tr Iv Monarch
468K
+ 9.52%
$21.94 - $22.93 $10.3M - $10.7M
5.38M $123M
GE
General Electric CO

Industrials
18K
+ 7.73%
$168.59 - $212.13 $3.03M - $3.81M
250K $50.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
56.9K
+ 168.61%
$192.82 - $222.1 $11M - $12.6M
90.6K $17.5M
JPIE
J P Morgan Exchange Traded Fd
209K
+ 565.17%
$45.46 - $46.18 $9.49M - $9.64M
246K $11.3M
DHI
Horton D R Inc

Consumer Cyclical
69.8K
New
$125.29 - $147.65 $8.74M - $10.3M
69.8K $8.87M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
92.9K
+ 71.6%
$91.45 - $91.75 $8.5M - $8.52M
223K $20.4M
ACN
Accenture PLC

Technology
28.3K
+ 264.48%
$300.91 - $398.25 $8.52M - $11.3M
39K $12.2M
TOL
Toll Brothers, Inc.

Consumer Cyclical
78.7K
+ 1536.51%
$103.02 - $140.69 $8.11M - $11.1M
83.9K $8.86M
LLY
Eli Lilly & CO

Healthcare
5.6K
+ 8.77%
$725.72 - $929.72 $4.06M - $5.21M
69.4K $57.4M
IBM
International Business Machines Corp

Technology
29K
+ 102.61%
$217.4 - $264.74 $6.31M - $7.68M
57.3K $14.2M
ADM
Archer Daniels Midland CO

Consumer Defensive
150K
+ 376.81%
$45.22 - $52.17 $6.78M - $7.82M
190K $9.11M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
281K
+ 182.29%
$24.5 - $24.95 $6.9M - $7.02M
436K $10.8M
MA
Mastercard Inc

Financial Services
9.01K
+ 11.82%
$504.67 - $576.31 $4.55M - $5.19M
85.2K $46.7M
CGUS
Capital Group Core Equity ETF
190K
+ 2612.3%
$33.08 - $36.62 $6.28M - $6.95M
197K $6.59M
NFLX
Netflix Inc

Communication Services
3.94K
+ 8.09%
$828.4 - $1058.6 $3.26M - $4.17M
52.6K $49.1M
BALT
Innovator Etfs Tr
175K
+ 98.8%
$31.31 - $31.89 $5.47M - $5.57M
351K $11M
TAP
Molson Coors Beverage CO

Consumer Defensive
68.2K
+ 40.46%
$52.44 - $62.91 $3.58M - $4.29M
237K $14.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
83.8K
+ 38.44%
$56.17 - $59.71 $4.71M - $5M
302K $17.2M
GLD
Spdr Gold Trust

ETFs
10.1K
+ 26.04%
$243.19 - $288.14 $2.46M - $2.91M
49K $14.1M
BMY
Bristol Myers Squibb CO

Healthcare
59.4K
+ 187.16%
$53.9 - $63.11 $3.2M - $3.75M
91.1K $5.55M
IEF
Ishares Barclays

ETFs
31.8K
+ 16.03%
$91.17 - $95.39 $2.9M - $3.03M
230K $21.9M
EBAY
Ebay Inc

Consumer Cyclical
51.1K
New
$61.61 - $70.93 $3.15M - $3.63M
51.1K $3.46M
IAU
Ishares Gold Trust

ETFs
826
+ 0.23%
$49.74 - $58.96 $41.1K - $48.7K
361K $21.3M
CRI
Carters Inc

Consumer Cyclical
80.6K
New
$39.79 - $55.09 $3.21M - $4.44M
80.6K $3.3M
MBB
Ishares Tr

ETFs
29K
+ 11.27%
$90.37 - $94.08 $2.62M - $2.73M
287K $26.9M
HIG
Hartford Financial Services Group, Inc.

Financial Services
22.6K
+ 72.04%
$106.31 - $123.73 $2.4M - $2.8M
54K $6.68M
ZWS
Zurn Water Solutions Corp

Industrials
96.1K
New
$32.38 - $39.44 $3.11M - $3.79M
96.1K $3.17M
TGLS
Tecnoglass Inc.

Basic Materials
43.8K
New
$64.71 - $86.26 $2.83M - $3.78M
43.8K $3.13M
FMC
Fmc Corp

Basic Materials
74.8K
+ 1727.27%
$34.54 - $56.38 $2.58M - $4.22M
79.1K $3.34M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
120K
+ 37.13%
$25.93 - $29.28 $3.11M - $3.51M
442K $12M
SEIC
Sei Investments CO

Financial Services
37.9K
New
$72.08 - $86.58 $2.74M - $3.29M
37.9K $2.95M
PZZA
Papa Johns International Inc

Consumer Cyclical
70.7K
New
$36.01 - $51.28 $2.55M - $3.63M
70.7K $2.91M
DOX
Amdocs LTD

Technology
31.6K
New
$82.21 - $92.02 $2.6M - $2.91M
31.6K $2.89M
FCFS
First Cash Holdings, Inc.

Financial Services
23.7K
New
$102.59 - $120.32 $2.43M - $2.85M
23.7K $2.85M
SNA
Snap On Inc

Industrials
8.46K
+ 417.01%
$324.09 - $358.62 $2.74M - $3.03M
10.5K $3.53M
ALLE
Allegion PLC

Industrials
21.6K
New
$123.79 - $135.5 $2.67M - $2.93M
21.6K $2.82M
CALM
Cal Maine Foods Inc

Consumer Defensive
31K
New
$80.87 - $115.8 $2.5M - $3.59M
31K $2.81M
GL
Globe Life Inc.

Financial Services
21.3K
New
$111.2 - $131.72 $2.37M - $2.81M
21.3K $2.81M
IGT
International Game Technology PLC

Consumer Cyclical
169K
New
$16.24 - $18.35 $2.75M - $3.1M
169K $2.75M
OMFL
Invesco Exchange Traded Self I

ETFs
51.3K
+ 629.45%
$52.19 - $57.45 $2.67M - $2.94M
59.4K $3.17M
HOG
Harley Davidson, Inc.

Consumer Cyclical
104K
New
$24.13 - $30.02 $2.52M - $3.13M
104K $2.63M
TPR
Tapestry, Inc.

Consumer Cyclical
36.7K
+ 518.41%
$65.63 - $89.21 $2.41M - $3.28M
43.8K $3.08M
WHD
Cactus, Inc.

Energy
56.4K
New
$43.48 - $63.78 $2.45M - $3.6M
56.4K $2.59M
COLM
Columbia Sportswear CO

Consumer Cyclical
33.7K
New
$75.3 - $92.08 $2.54M - $3.1M
33.7K $2.55M
Activity Summary
Buys All Purchases 560 New Holdings 106 Increased Positions 454 Sells All Sells 478 Reductions 478 Sold out 0 Options Calls 1 Puts 0
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