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
PSX
Phillips 66

Energy
5.08K
+ 12.44%
$113.93 - $131.55 $578K - $668K
45.9K $5.66M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.7K
+ 9.4%
$33.84 - $37.77 $564K - $629K
194K $7.06M
GILD
Gilead Sciences, Inc.

Healthcare
1.24K
+ 2.94%
$89.14 - $117.41 $110K - $145K
43.3K $4.85M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
30.3K
+ 10.18%
$25.83 - $27.09 $782K - $820K
328K $8.74M
TXN
Texas Instruments Inc

Technology
4.95K
+ 7.14%
N/A
74.3K $14.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
339
+ 0.3%
$56.12 - $68.15 $19K - $23.1K
115K $7.81M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.75K
+ 11.05%
$126.11 - $135.06 $851K - $911K
67.8K $8.75M
CVNA
Carvana Co.

Consumer Cyclical
4.56K
New
$166.52 - $285.33 $759K - $1.3M
4.56K $952K
AFL
Aflac Inc

Financial Services
6.23K
+ 18.85%
$100.99 - $111.19 $629K - $692K
39.2K $4.36M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
33.5K
+ 43.36%
$32.49 - $37.99 $1.09M - $1.27M
111K $3.71M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
12.1K
+ 39.69%
$34.58 - $45.97 $417K - $555K
42.5K $1.95M
CWB
Spdr Bloomberg Convertible Sec

ETFs
13.6K
+ 13.88%
$75.99 - $81.58 $1.03M - $1.11M
111K $8.53M
SMMT
Summit Therapeutics Inc.

Healthcare
46.3K
New
$16.65 - $23.76 $772K - $1.1M
46.3K $893K
FANG
Diamondback Energy, Inc.

Energy
6.76K
+ 13.53%
$139.9 - $180.18 $946K - $1.22M
56.8K $9.08M
SLV
I Shares Silver Trust

ETFs
19.6K
+ 36.2%
$26.93 - $31.32 $527K - $613K
73.6K $2.28M
HOOD
Robinhood Markets, Inc.

Technology
18.7K
+ 116.86%
$35.63 - $65.28 $665K - $1.22M
34.6K $1.44M
PLTR
Palantir Technologies Inc.

Technology
4.7K
+ 9.23%
$64.98 - $124.62 $306K - $586K
55.6K $4.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
27.3K
+ 26.88%
$32.57 - $35.82 $888K - $976K
129K $4.26M
VGLT
Vanguard Long Term Treasury Et

ETFs
14.2K
New
$53.99 - $58.43 $767K - $830K
14.2K $818K
MKTX
Marketaxess Holdings Inc

Financial Services
5.42K
+ 14.65%
$189.81 - $226.47 $1.03M - $1.23M
42.4K $9.17M
PFEB
Innovator U.S. Equity Power Bu

ETFs
22.7K
+ 138.36%
$35.54 - $37.44 $806K - $849K
39.1K $1.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
14.7K
+ 24.19%
$55.41 - $60.74 $812K - $890K
75.3K $4.25M
JHMM
John Hancock Multifactor Mid C

ETFs
14.4K
+ 75.92%
$55.69 - $63.12 $801K - $908K
33.3K $1.91M
WMB
Williams Companies, Inc.

Energy
3.14K
+ 3.11%
$54.02 - $61.09 $170K - $192K
104K $6.22M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
30.5K
+ 58.25%
$18.75 - $20.97 $573K - $640K
83K $1.74M
WMS
Advanced Drainage Systems, Inc.

Industrials
6.86K
New
$105.29 - $126.99 $722K - $871K
6.86K $745K
C
Citigroup Inc

Financial Services
10.3K
+ 60.86%
$67.23 - $84.63 $693K - $873K
27.3K $1.94M
DVN
Devon Energy Corp

Energy
15.7K
+ 50.63%
$33.15 - $38.55 $521K - $606K
46.7K $1.75M
USTB
Victory Portfolios Ii Victorys

ETFs
13.9K
+ 31.56%
$50.08 - $50.71 $694K - $702K
57.7K $2.92M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
18.2K
+ 27.07%
$48.06 - $53.73 $873K - $976K
85.2K $4.16M
VGSH
Vanguard

ETFs
12.1K
New
$58.07 - $58.69 $701K - $709K
12.1K $708K
VST
Vistra Corp.

Utilities
6.42K
+ 184.65%
$108.49 - $191.89 $697K - $1.23M
9.9K $1.16M
DUK
Duke Energy Corp

Utilities
294
+ 0.67%
$105.87 - $121.97 $31.1K - $35.9K
43.9K $5.35M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.05K
+ 57.36%
$80.53 - $147.57 $245K - $450K
8.36K $1.11M
AUR
Aurora Innovation, Inc.

Technology
86.7K
+ 63.54%
$6.1 - $10.19 $529K - $883K
223K $1.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.66K
+ 6.22%
$507.05 - $563.67 $2.87M - $3.19M
96.8K $49.7M
MMM
3 M CO

Industrials
96
+ 0.29%
$129.7 - $155.12 $12.5K - $14.9K
33.3K $4.89M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
5.29K
+ 17.78%
$106.44 - $113.12 $563K - $598K
35K $3.83M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
5.77K
+ 74.09%
$110.9 - $132.93 $640K - $767K
13.6K $1.54M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
15.3K
+ 170.79%
$36.63 - $37.45 $561K - $574K
24.3K $894K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
8.65K
+ 33.35%
$61.9 - $66.89 $536K - $579K
34.6K $2.2M
TRGP
Targa Resources Corp.

Energy
31
+ 0.13%
$178.44 - $217.22 $5.53K - $6.73K
24.7K $4.95M
SIL
Global X Silver Miners ETF

ETFs
13.7K
New
$31.91 - $40.68 $437K - $557K
13.7K $540K
SHEL
Shell PLC

Energy
5K
+ 30.64%
$62.84 - $73.29 $314K - $367K
21.3K $1.56M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
10.5K
New
$49.85 - $56.22 $523K - $590K
10.5K $532K
MUB
Ishares National Muni Bond ETF

ETFs
5.77K
+ 7.96%
$104.71 - $107.69 $605K - $622K
78.3K $8.26M
FDVV
Fidelity High Dividend ETF

ETFs
10.9K
+ 32.91%
$48.86 - $52.28 $530K - $567K
43.8K $2.17M
FTSL
First Trust Senior Ln Fund

ETFs
12K
+ 21.87%
$45.65 - $46.48 $549K - $559K
67K $3.06M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
26.1K
+ 39.51%
$20.7 - $21.15 $540K - $552K
92.2K $1.91M
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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