Kingsview Wealth Management, LLC Purchases in Q2 2025

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IMRX
Immuneering Corp

Healthcare
14K
New
$1.1 - $3.66 $15.4K - $51.2K
14K $47K
VTWO
Vanguard Russell 2000 ETF

ETFs
137
+ 2.53%
$70.56 - $87.22 $9.67K - $11.9K
5.55K $483K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
593
+ 4.04%
$50.09 - $51.09 $29.7K - $30.3K
15.3K $780K
VRSK
Verisk Analytics, Inc.

Industrials
2
+ 0.06%
$277.03 - $321.33 $554 - $643
3.16K $983K
CVX
Chevron Corp

Energy
17.7K
+ 17.12%
$133.73 - $168.51 $2.37M - $2.99M
121K $17.4M
RF
Regions Financial Corp

Financial Services
1.03K
+ 9.68%
$18.34 - $23.52 $18.9K - $24.3K
11.7K $275K
DFAX
Dimensional ETF Tr
151
+ 1.23%
$23.37 - $29.39 $3.53K - $4.44K
12.5K $366K
NEE
Nextera Energy Inc

Utilities
3.68K
+ 2.53%
$64.11 - $75.0 $236K - $276K
149K $10.3M
MET
Metlife Inc

Financial Services
509
+ 8.93%
$68.42 - $82.49 $34.8K - $42K
6.21K $499K
IFRA
Ishares Tr

ETFs
464
+ 10.45%
$40.97 - $49.19 $19K - $22.8K
4.91K $241K
ET
Energy Transfer LP

Energy
7.63K
+ 3.57%
$15.65 - $18.93 $119K - $144K
221K $4.01M
PSA
Public Storage

Real Estate
160
+ 12.75%
$266.31 - $309.77 $42.6K - $49.6K
1.42K $415K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
651
+ 0.49%
$50.36 - $50.68 $32.8K - $33K
132K $6.71M
NUE
Nucor Corp

Basic Materials
56
+ 1.66%
$103.22 - $131.43 $5.78K - $7.36K
3.44K $445K
PCAR
Paccar Inc

Industrials
505
+ 12.85%
$86.4 - $99.09 $43.6K - $50K
4.43K $421K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
359
+ 1.36%
$85.42 - $94.39 $30.7K - $33.9K
26.8K $2.51M
PAPR
Innovator U.S. Equity Power Bu

ETFs
510
+ 4.42%
$33.22 - $37.29 $16.9K - $19K
12K $449K
FIW
First Trust Water ETF

ETFs
9
+ 0.18%
$90.26 - $108.05 $812 - $972
5.04K $543K
XEL
Xcel Energy Inc

Utilities
821
+ 11.91%
$65.65 - $72.39 $53.9K - $59.4K
7.72K $525K
SIVR
Abrdn Silver ETF Trust

ETFs
420
+ 3.81%
$28.36 - $35.37 $11.9K - $14.9K
11.4K $393K
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
115
+ 0.21%
$4.62 - $5.95 $531 - $684
56K $332K
RFV
Invesco Exchange Traded Fd Tr

ETFs
66
+ 1.73%
$97.97 - $121.24 $6.47K - $8K
3.88K $469K
IAPR
Innovator Etfs Tr Internationa

ETFs
644
+ 8.35%
$25.9 - $29.24 $16.7K - $18.8K
8.36K $244K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
863
+ 3.56%
$25.27 - $27.14 $21.8K - $23.4K
25.1K $681K
MTB
M&T Bank Corp

Financial Services
11
+ 0.58%
$156.58 - $193.99 $1.72K - $2.13K
1.91K $370K
UBS
Ubs Group Ag

Financial Services
220
+ 2.96%
$26.12 - $33.82 $5.75K - $7.44K
7.64K $258K
PDP
Invesco Exchange Traded Fd Tr

ETFs
50
+ 1.74%
$89.44 - $108.59 $4.47K - $5.43K
2.93K $317K
LCID
Lucid Group, Inc.

Consumer Cyclical
14.3K
New
$2.1 - $2.96 $30K - $42.3K
14.3K $30K
IVE
Ishares S&P 500 Value ETF

ETFs
37
+ 0.78%
$168.34 - $195.42 $6.23K - $7.23K
4.81K $939K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
580
+ 10.31%
$34.34 - $40.99 $19.9K - $23.8K
6.2K $252K
PAYC
Paycom Software, Inc.

Technology
36
+ 2.44%
$193.07 - $265.71 $6.95K - $9.57K
1.51K $350K
QSI
Quantum Si Inc

Healthcare
10K
+ 99.88%
$1.08 - $2.05 $10.8K - $20.5K
20K $39K
PRK
Park National Corp

Financial Services
8
+ 0.48%
$141.75 - $170.63 $1.13K - $1.37K
1.66K $277K
FISV
Fiserv Inc

Technology
213
+ 3.43%
N/A
6.43K $805K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
380
+ 5.04%
$37.73 - $43.54 $14.3K - $16.5K
7.93K $342K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
265
+ 4.08%
$53.93 - $61.5 $14.3K - $16.3K
6.77K $415K
NI
Nisource Inc.

Utilities
570
+ 6.32%
$37.11 - $40.64 $21.2K - $23.2K
9.59K $386K
BGB
Blackstone Strategic Credit Fund

Financial Services
2.04K
+ 9.23%
$10.85 - $12.12 $22.2K - $24.7K
24.2K $292K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
200
+ 4.09%
$37.51 - $45.52 $7.5K - $9.1K
5.09K $230K
NAK
Northern Dynasty Minerals LTD

Basic Materials
15K
+ 85.59%
$0.8 - $1.55 $12K - $23.3K
32.5K $43K
XLE
Energy Sector Spdr

ETFs
5.79K
+ 10.69%
$76.44 - $94.13 $442K - $545K
59.9K $5.08M
DOV
Dover Corp

Industrials
21
+ 0.88%
$151.14 - $186.7 $3.17K - $3.92K
2.42K $443K
CHKP
Check Point Software Technologies LTD

Technology
153
+ 7.78%
$204.26 - $233.47 $31.3K - $35.7K
2.12K $468K
BSCU
Invesco Exc Self Ind Tr

ETFs
1.04K
+ 7.96%
$16.31 - $16.78 $17K - $17.5K
14.1K $236K
VHT
Vanguard Health Care ETF

ETFs
146
+ 13.25%
$236.71 - $261.92 $34.6K - $38.2K
1.25K $309K
CNQ
Canadian Natural Resources LTD

Energy
434
+ 5.65%
$25.14 - $34.01 $10.9K - $14.8K
8.11K $254K
APO
Apollo Global Management, Inc.

Financial Services
38
+ 1.4%
$108.68 - $145.07 $4.13K - $5.51K
2.76K $390K
HQL
Tekla Life Sciences Investors

Financial Services
1K
+ 2.8%
$10.87 - $13.02 $10.9K - $13K
36.7K $470K
WBD
Warner Bros. Discovery, Inc.

Communication Services
266
+ 1.34%
$7.69 - $11.46 $2.05K - $3.05K
20.1K $229K
Activity Summary
Buys All Purchases 666 New Holdings 150 Increased Positions 516 Sells All Sells 427 Reductions 427 Sold out 0 Options Calls 2 Puts 0
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