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
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.06%
$313.1 - $349.83 $313 - $350
1.58K $500K
ISRG
Intuitive Surgical Inc

Healthcare
181
+ 4.16%
$476.63 - $610.45 $86.3K - $110K
4.54K $2.25M
NVT
N Vent Electric PLC

Industrials
1.09K
+ 20.4%
$52.42 - $75.4 $57K - $82K
6.42K $336K
NNDM
Nano Dimension Ltd.

Technology
2.13K
+ 5.66%
$1.59 - $2.66 $3.38K - $5.66K
39.7K $63K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
494
+ 3.54%
$113.13 - $127.79 $55.9K - $63.1K
14.5K $1.64M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
25
+ 0.51%
$120.24 - $134.3 $3.01K - $3.36K
4.91K $598K
HBAN
Huntington Bancshares Inc

Financial Services
31
+ 0.12%
$14.28 - $17.39 $443 - $539
25.3K $379K
ABNB
Airbnb, Inc.

Consumer Cyclical
117
+ 3.06%
$119.38 - $161.42 $14K - $18.9K
3.94K $470K
ABR
Arbor Realty Trust Inc

Real Estate
59
+ 0.33%
$11.68 - $13.98 $689 - $825
18.1K $213K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
80
+ 0.23%
$8.4 - $10.21 $672 - $817
34.4K $290K
CIVI
Civitas Resources, Inc.

Energy
165
+ 2.65%
$32.05 - $54.79 $5.29K - $9.04K
6.38K $222K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
1.11K
+ 4.1%
$27.98 - $33.9 $31.1K - $37.6K
28.2K $787K
PKG
Packaging Corp Of America

Consumer Cyclical
30
+ 0.91%
$192.03 - $242.13 $5.76K - $7.26K
3.33K $658K
MRVL
Marvell Technology, Inc.

Technology
4.52K
+ 59.56%
$61.57 - $126.06 $278K - $569K
12.1K $745K
PANW
Palo Alto Networks Inc

Technology
755
+ 3.71%
$167.82 - $208.28 $127K - $157K
21.1K $3.6M
VFC
V F Corp

Consumer Cyclical
28
+ 0.16%
$15.52 - $26.93 $435 - $754
17.6K $272K
SKYY
First Trust Cloud Computing Et

ETFs
2.61K
+ 11.81%
$102.23 - $131.18 $267K - $343K
24.7K $2.53M
SCHA
Schwab Strategic Tr Us Small C

ETFs
855
+ 1.6%
$23.16 - $27.04 $19.8K - $23.1K
54.1K $1.27M
BOTZ
Global X Fds

ETFs
2.58K
+ 4.64%
$28.46 - $34.53 $73.5K - $89.2K
58.3K $1.66M
AI
C3.Ai, Inc.

Technology
57
+ 0.59%
$20.92 - $36.93 $1.19K - $2.11K
9.72K $204K
AIT
Applied Industrial Technologies Inc

Industrials
41
+ 0.41%
$218.93 - $269.18 $8.98K - $11K
10K $2.26M
MAR
Marriott International Inc

Consumer Cyclical
91
+ 2.39%
$237.01 - $304.45 $21.6K - $27.7K
3.9K $928K
VV
Vanguard Large Cap ETF

ETFs
22
+ 0.2%
$253.32 - $282.66 $5.57K - $6.22K
11.1K $2.85M
CMI
Cummins Inc

Industrials
30
+ 0.68%
$312.92 - $386.07 $9.39K - $11.6K
4.41K $1.38M
FDN
First Tr Fd Dow Jones

ETFs
299
+ 2.87%
$221.38 - $266.86 $66.2K - $79.8K
10.7K $2.38M
SCHG
Schwab Strategic Tr Us Large C

ETFs
41.1K
+ 9.75%
$24.91 - $29.02 $1.02M - $1.19M
463K $11.6M
BAC
Bank Of America Corp

Financial Services
2.08K
+ 1.82%
$39.61 - $47.74 $82.4K - $99.3K
116K $4.84M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.32K
+ 1.73%
$157.71 - $180.77 $208K - $239K
77.5K $12.5M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
101
+ 3.19%
$314.47 - $431.35 $31.8K - $43.6K
3.27K $1.2M
BAH
Booz Allen Hamilton Holding Corp

Industrials
15
+ 0.19%
$102.72 - $143.06 $1.54K - $2.15K
8.07K $843K
AXP
American Express CO

Financial Services
1.38K
+ 6.05%
$255.39 - $325.87 $352K - $449K
24.2K $6.51M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
567
+ 1.1%
$80.73 - $94.96 $45.8K - $53.8K
52.1K $4.32M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.45K
+ 2.86%
$77.33 - $90.16 $112K - $131K
52.3K $4.1M
ADI
Analog Devices Inc

Technology
639
+ 1.46%
$201.56 - $243.82 $129K - $156K
44.5K $8.97M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.12K
+ 4.09%
$92.71 - $107.38 $196K - $227K
53.9K $5M
XSW
Spdr S&P Software & Services E

ETFs
7.93K
+ 13.2%
$159.76 - $197.42 $1.27M - $1.57M
68K $10.9M
VGT
Vanguard Information Technolog

ETFs
489
+ 5.18%
$542.38 - $646.34 $265K - $316K
9.93K $5.38M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
6.01K
+ 2.73%
$46.78 - $57.72 $281K - $347K
226K $11M
BX
Blackstone Inc.

Financial Services
723
+ 3.67%
$136.53 - $186.74 $98.7K - $135K
20.4K $2.86M
TTD
Trade Desk, Inc.

Technology
525
+ 5.56%
$53.59 - $126.58 $28.1K - $66.5K
9.96K $545K
NOW
Service Now, Inc.

Technology
140
+ 5.06%
$783.83 - $1170.39 $110K - $164K
2.91K $2.31M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.72K
+ 2.05%
$102.49 - $119.96 $176K - $206K
85.6K $8.95M
IWF
Ishares Russell 1000 Gr ETF

ETFs
278
+ 1.38%
$360.07 - $417.26 $100K - $116K
20.4K $7.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
585
+ 1.43%
$551.42 - $612.93 $323K - $359K
41.6K $23.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
597
+ 2.04%
$307.43 - $357.48 $184K - $213K
29.8K $9.21M
CABO
Cable One, Inc.

Communication Services
4.69K
+ 19.82%
$226.48 - $373.32 $1.06M - $1.75M
28.3K $7.53M
MRK
Merck & Co., Inc.

Healthcare
8.4K
+ 4.3%
$83.01 - $101.02 $697K - $848K
203K $18.3M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
5.76K
+ 10.87%
$200.77 - $270.08 $1.16M - $1.55M
58.7K $11.8M
XLY
Select Sector Spdr Consumer Di

ETFs
599
+ 0.81%
$192.6 - $233.2 $115K - $140K
75K $14.8M
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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