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
Proshares Tr
1.81K
+ 3.17%
N/A
58.9K $0
CGMS
Capital Grp Core Plus Income E
41.8K
+ 19.9%
N/A
252K $0
Capital Grp Fixed Incm ETF T
43.8K
+ 22.85%
N/A
236K $0
GIGB
Goldman Sachs ETF Access Invt
190
+ 1.59%
N/A
12.2K $0
Linde PLC
16
+ 0.27%
N/A
5.84K $0
CGMU
Capital Group Core Plus Income
8.6K
New
N/A
8.6K $0
DRS
Leonardo Drs, Inc.
4.64K
New
N/A
4.64K $0
Schwab Strategic Tr
16.9K
+ 23.17%
N/A
90.1K $0
Capital Group New Geography
758
+ 3.62%
N/A
21.7K $0
Proshares Tr
15.7K
+ 16.77%
N/A
109K $0
Global X Fds
4.18K
New
N/A
4.18K $0
Reddit Inc
1.33K
+ 23.59%
N/A
6.98K $0
Listed Fds Tr
1.64K
+ 30.5%
N/A
7K $0
First Tr Exchng Traded Fd Vi
175
+ 1.41%
N/A
12.6K $0
Rbb Fund Trust
68.6K
New
N/A
68.6K $0
Celestica Inc
702
+ 16.59%
N/A
4.93K $0
Rbb Fd Inc
5.29K
New
N/A
5.29K $0
Global X Fds
11.2K
+ 268.46%
N/A
15.3K $0
First Tr Exchange Traded Fd
88.8K
+ 24.49%
N/A
451K $0
ED
Consolidated Edison Inc

Utilities
639
+ 10.03%
$98.05 - $113.3 $62.7K - $72.4K
7.01K $703K
PFL
Pimco Income Strategy Fund

Financial Services
937
+ 2.95%
$7.76 - $8.58 $7.27K - $8.04K
32.7K $272K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
178
+ 1.4%
$20.85 - $24.04 $3.71K - $4.28K
12.9K $300K
CL
Colgate Palmolive CO

Consumer Defensive
363
+ 2.67%
$87.57 - $96.0 $31.8K - $34.8K
14K $1.27M
DVY
Ishares Tr

ETFs
4
+ 0.09%
$118.37 - $134.86 $473 - $539
4.39K $583K
CSB
Victory Portf Ii Shs Us Small

ETFs
14
+ 0.37%
$49.98 - $58.24 $700 - $815
3.77K $208K
LUV
Southwest Airlines CO

Industrials
7
+ 0.09%
$24.04 - $34.36 $168 - $241
8.03K $260K
EIX
Edison International

Utilities
369
+ 9.79%
$48.32 - $59.92 $17.8K - $22.1K
4.14K $213K
SNY
Sanofi

Healthcare
702
+ 11.83%
$47.62 - $55.44 $33.4K - $38.9K
6.64K $320K
ITB
Ishares Tr

ETFs
7
+ 0.13%
$85.52 - $96.61 $599 - $676
5.51K $513K
LZB
La Z Boy Inc

Consumer Cyclical
2
+ 0.04%
$35.67 - $44.28 $71.3 - $88.6
5.71K $212K
AZN
Astrazeneca PLC

Healthcare
413
+ 3.42%
$64.87 - $75.0 $26.8K - $31K
12.5K $872K
PBA
Pembina Pipeline Corp

Energy
45
+ 0.64%
$35.16 - $40.88 $1.58K - $1.84K
7.04K $263K
IXJ
Ishares Global Healthcare ETF

ETFs
1
+ 0.02%
$82.3 - $90.02 $82.3 - $90
4.85K $417K
AON
Aon PLC

Financial Services
6
+ 0.91%
$335.85 - $398.81 $2.02K - $2.39K
665 $237K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
619
+ 2.01%
$38.81 - $44.28 $24K - $27.4K
31.5K $1.34M
DTE
Dte Energy CO

Utilities
18
+ 0.31%
$127.39 - $139.49 $2.29K - $2.51K
5.78K $764K
CHD
Church & Dwight CO Inc

Consumer Defensive
256
+ 6.0%
$91.57 - $110.76 $23.4K - $28.4K
4.52K $434K
IP
International Paper CO

Consumer Cyclical
62
+ 1.02%
$43.89 - $54.46 $2.72K - $3.38K
6.16K $288K
SUN
Sunoco LP

Energy
55
+ 0.58%
$50.38 - $59.13 $2.77K - $3.25K
9.58K $513K
FDX
Fedex Corp

Industrials
19
+ 0.71%
$198.07 - $245.17 $3.76K - $4.66K
2.68K $608K
EXC
Exelon Corp

Utilities
272
+ 1.24%
$42.2 - $47.37 $11.5K - $12.9K
22.2K $964K
BRO
Brown & Brown, Inc.

Financial Services
114
+ 2.21%
$104.48 - $124.43 $11.9K - $14.2K
5.27K $583K
PRI
Primerica, Inc.

Financial Services
14
+ 0.24%
$244.39 - $290.62 $3.42K - $4.07K
5.82K $1.59M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
54
+ 0.14%
$41.09 - $50.61 $2.22K - $2.73K
39.4K $1.89M
TSCO
Tractor Supply CO

Consumer Cyclical
623
+ 1.49%
$47.86 - $55.77 $29.8K - $34.7K
42.4K $2.24M
GIS
General Mills Inc

Consumer Defensive
385
+ 3.46%
$50.37 - $60.97 $19.4K - $23.5K
11.5K $596K
ZTS
Zoetis Inc.

Healthcare
65
+ 0.71%
$144.41 - $170.3 $9.39K - $11.1K
9.27K $1.45M
EPD
Enterprise Products Partners L.P.

Energy
862
+ 2.61%
$28.95 - $34.22 $25K - $29.5K
33.9K $1.05M
AMCR
Amcor PLC

Consumer Cyclical
37.5K
+ 4.08%
$8.57 - $9.81 $321K - $368K
956K $8.78M
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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