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
XLI
Industrial Sector Spdr

ETFs
18.2K
+ 21.06%
$116.42 - $147.52 $2.12M - $2.68M
105K $15.4M
XLY
Select Sector Spdr Consumer Di

ETFs
11.6K
+ 15.44%
$176.34 - $218.59 $2.04M - $2.53M
86.5K $18.8M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
67.9K
+ 468.97%
$50.34 - $51.86 $3.42M - $3.52M
82.4K $4.23M
CRC
California Resources Corp

Energy
74.9K
New
$32.4 - $47.27 $2.43M - $3.54M
74.9K $3.42M
TSLA
Tesla, Inc.

Consumer Cyclical
1.99K
+ 4.19%
$221.86 - $362.89 $442K - $723K
49.5K $15.7M
UI
Ubiquiti Inc.

Technology
8.26K
New
$273.45 - $456.69 $2.26M - $3.77M
8.26K $3.4M
KO
Coca Cola CO

Consumer Defensive
47.5K
+ 64.99%
$68.37 - $73.9 $3.25M - $3.51M
121K $8.54M
CGDV
Capital Group Divid Value ETF

ETFs
78K
+ 149.35%
$31.93 - $39.49 $2.49M - $3.08M
130K $5.14M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
35.7K
+ 16.03%
$91.43 - $91.74 $3.26M - $3.27M
258K $23.7M
BYD
Boyd Gaming Corp

Consumer Cyclical
41.7K
New
$60.8 - $79.02 $2.53M - $3.29M
41.7K $3.26M
SSNC
Ss&C Technologies Holdings Inc

Technology
40.3K
+ 33.31%
$71.96 - $83.42 $2.9M - $3.36M
161K $13.3M
MTN
Vail Resorts Inc

Consumer Cyclical
20.5K
New
$131.42 - $164.64 $2.69M - $3.37M
20.5K $3.22M
KMPR
Kemper Corp

Financial Services
49.5K
New
$55.12 - $67.26 $2.73M - $3.33M
49.5K $3.19M
PULS
Pgim ETF Tr

ETFs
63.9K
+ 71.95%
$49.39 - $49.76 $3.16M - $3.18M
153K $7.6M
PTEN
Patterson Uti Energy Inc

Energy
521K
New
$5.46 - $8.56 $2.84M - $4.46M
521K $3.09M
MWA
Mueller Water Products, Inc.

Industrials
127K
New
$22.82 - $27.21 $2.89M - $3.44M
127K $3.04M
JEPI
J P Morgan Exchange Traded Fd

ETFs
54.8K
+ 18.17%
$51.14 - $57.0 $2.8M - $3.12M
357K $20.3M
EQH
Equitable Holdings, Inc.

Financial Services
53.7K
New
$43.98 - $56.1 $2.36M - $3.01M
53.7K $3.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
931
+ 2.24%
$496.48 - $617.85 $462K - $575K
42.5K $26.3M
HUM
Humana Inc

Healthcare
12.3K
New
$224.93 - $295.04 $2.76M - $3.61M
12.3K $2.99M
SCHG
Schwab Strategic Tr Us Large C

ETFs
33.4K
+ 7.22%
$22.27 - $29.21 $745K - $977K
496K $14.5M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
97K
New
$25.21 - $34.03 $2.45M - $3.3M
97K $2.91M
PBI
Pitney Bowes Inc

Industrials
265K
New
$7.81 - $10.94 $2.07M - $2.9M
265K $2.89M
CGUS
Capital Group Core Equity ETF
56.4K
+ 28.59%
$29.93 - $36.93 $1.69M - $2.08M
254K $9.36M
TNL
Travel & Leisure Co.

Consumer Cyclical
53.7K
New
$38.78 - $51.89 $2.08M - $2.79M
53.7K $2.77M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18.5K
+ 27.21%
$114.78 - $133.31 $2.12M - $2.46M
86.3K $11.5M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
60.7K
New
$34.1 - $47.63 $2.07M - $2.89M
60.7K $2.72M
XLRE
Select Sector Spdr Tr Real Est

ETFs
68.9K
+ 19.61%
$37.08 - $42.26 $2.56M - $2.91M
420K $17.4M
IVV
Ishares Core S&P 500 ETF

ETFs
2.18K
+ 9.55%
$498.8 - $620.9 $1.09M - $1.35M
25K $15.5M
JPIE
J P Morgan Exchange Traded Fd
56.8K
+ 23.09%
$45.12 - $46.32 $2.56M - $2.63M
303K $14M
XLP
Consumer Staples Sector Spdr

ETFs
34.9K
+ 17.12%
N/A
239K $18.2M
IDCC
Inter Digital, Inc.

Communication Services
11.5K
+ 366.36%
$183.37 - $234.7 $2.11M - $2.7M
14.6K $3.28M
PFG
Principal Financial Group Inc

Financial Services
33K
+ 902.27%
$69.56 - $86.19 $2.29M - $2.84M
36.6K $2.91M
HXL
Hexcel Corp

Industrials
45.9K
New
$47.49 - $57.32 $2.18M - $2.63M
45.9K $2.59M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.4K
+ 8.04%
$273.67 - $366.17 $656K - $877K
32.2K $11.8M
CNO
Cno Financial Group, Inc.

Financial Services
66.9K
New
$36.12 - $42.37 $2.42M - $2.83M
66.9K $2.58M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
22.9K
New
$82.32 - $112.47 $1.88M - $2.57M
22.9K $2.57M
UNM
Unum Group

Financial Services
30.9K
+ 637.99%
$70.48 - $82.91 $2.18M - $2.56M
35.7K $2.88M
AIT
Applied Industrial Technologies Inc

Industrials
10.2K
+ 102.06%
$206.03 - $243.28 $2.11M - $2.49M
20.3K $4.72M
CNXC
Concentrix Corp

Technology
46.4K
New
$45.73 - $57.88 $2.12M - $2.69M
46.4K $2.45M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
279
+ 0.8%
$179.95 - $278.88 $50.2K - $77.8K
35.3K $9.85M
SR
Spire Inc

Utilities
32.8K
New
$71.03 - $79.07 $2.33M - $2.59M
32.8K $2.4M
AIG
American International Group, Inc.

Financial Services
28.1K
+ 422.71%
$77.56 - $87.72 $2.18M - $2.46M
34.7K $2.97M
VUG
Vanguard Growth ETF

ETFs
498
+ 1.61%
$329.49 - $438.4 $164K - $218K
31.4K $13.8M
THG
Hanover Insurance Group, Inc.

Financial Services
13.6K
New
$150.66 - $178.04 $2.04M - $2.41M
13.6K $2.3M
SLB
Schlumberger Limited

Energy
72.5K
+ 335.94%
$31.95 - $42.2 $2.32M - $3.06M
94.1K $3.18M
FNF
Fidelity National Financial, Inc.

Financial Services
41.3K
+ 400.49%
$53.62 - $66.59 $2.21M - $2.75M
51.6K $2.89M
DLB
Dolby Laboratories, Inc.

Industrials
29.8K
New
$69.36 - $81.21 $2.07M - $2.42M
29.8K $2.21M
ALL
Allstate Corp

Financial Services
10.7K
+ 183.16%
$180.53 - $212.64 $1.93M - $2.27M
16.5K $3.33M
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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