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
SPAB
Spdr Portfolio Aggregate Bond

ETFs
28.3K
+ 1.38%
$24.98 - $25.66 $707K - $726K
2.08M $53.3M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
9.57K
+ 12.72%
$50.39 - $60.05 $482K - $575K
84.8K $5.09M
CSCO
Cisco Systems, Inc.

Technology
4.14K
+ 5.74%
$53.19 - $69.38 $220K - $287K
76.3K $5.29M
PANW
Palo Alto Networks Inc

Technology
441
+ 2.09%
$152.44 - $204.64 $67.2K - $90.2K
21.6K $4.41M
COF
Capital One Financial Corp

Financial Services
2.32K
+ 24.85%
$150.57 - $212.76 $350K - $494K
11.7K $2.48M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
92.3K
New
$6.26 - $9.51 $578K - $877K
92.3K $794K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.53K
+ 4.13%
$90.56 - $109.49 $320K - $387K
89.2K $9.74M
COIN
Coinbase Global, Inc.

Technology
1.36K
+ 79.1%
$151.47 - $375.07 $206K - $510K
3.08K $1.08M
VEA
Vanguard Ftse Developed Market

ETFs
4.29K
+ 4.97%
$45.65 - $57.01 $196K - $245K
90.6K $5.16M
BAC
Bank Of America Corp

Financial Services
2.7K
+ 2.33%
$34.39 - $47.46 $92.9K - $128K
119K $5.62M
NOW
Service Now, Inc.

Technology
71
+ 2.44%
$721.65 - $1040.18 $51.2K - $73.9K
2.98K $3.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.19K
+ 7.94%
$82.96 - $110.1 $182K - $241K
29.8K $3.28M
AVAV
Aero Vironment Inc

Industrials
2.52K
New
$111.65 - $284.95 $281K - $717K
2.52K $717K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
5.69K
New
$101.91 - $134.83 $580K - $767K
5.69K $715K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.72K
+ 6.79%
$57.46 - $75.58 $156K - $206K
42.8K $3.23M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.62K
+ 3.5%
$27.3 - $31.8 $208K - $242K
225K $7.17M
SHOP
Shopify Inc.

Technology
595
+ 1.87%
$76.89 - $115.35 $45.7K - $68.6K
32.4K $3.74M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.77K
+ 4.42%
$43.53 - $54.46 $164K - $205K
89K $4.85M
AVUV
American Centy ETF Tr Avantis

ETFs
7.25K
+ 126.33%
$75.17 - $91.21 $545K - $661K
13K $1.18M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.54K
+ 24.12%
$116.93 - $119.39 $648K - $662K
28.5K $3.4M
CAT
Caterpillar Inc

Industrials
86
+ 0.78%
$273.94 - $388.21 $23.6K - $33.4K
11.2K $4.33M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
26.8K
+ 38.5%
$22.4 - $23.8 $600K - $638K
96.4K $2.29M
BEN
Franklin Resources Inc

Financial Services
27.6K
New
$16.66 - $23.85 $460K - $659K
27.6K $659K
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.09K
+ 8.72%
$89.02 - $104.29 $364K - $426K
51K $5.31M
FPE
First Tr Pfd Secs & Income ETF

ETFs
34.5K
+ 24.21%
$16.93 - $17.81 $585K - $615K
177K $3.15M
DINO
Hf Sinclair Corp

Energy
13.3K
+ 160.3%
$25.91 - $41.85 $346K - $558K
21.7K $889K
UBER
Uber Technologies, Inc

Technology
989
+ 3.89%
$64.62 - $93.3 $63.9K - $92.3K
26.4K $2.46M
CVNA
Carvana Co.

Consumer Cyclical
53
+ 1.16%
$162.57 - $345.64 $8.62K - $18.3K
4.61K $1.55M
DUK
Duke Energy Corp

Utilities
6.38K
+ 14.53%
$112.46 - $124.05 $717K - $791K
50.3K $5.93M
ZS
Zscaler, Inc.

Technology
731
+ 24.29%
$174.67 - $315.32 $128K - $230K
3.74K $1.17M
HTRB
Hartford Fds Total Return Bd E

ETFs
16.9K
+ 41.85%
$33.14 - $34.12 $560K - $576K
57.3K $1.94M
MTDR
Matador Resources CO

Energy
12K
New
$36.67 - $52.23 $439K - $625K
12K $571K
INSW
International Seaways, Inc.

Energy
15.6K
New
$28.76 - $40.96 $448K - $637K
15.6K $567K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
25.5K
+ 9.28%
$17.99 - $18.99 $459K - $485K
300K $5.71M
SNOW
Snowflake Inc.

Technology
1.55K
+ 55.98%
$130.53 - $223.77 $202K - $347K
4.32K $965K
NET
Cloudflare, Inc.

Technology
2.08K
+ 113.59%
$97.08 - $195.83 $202K - $408K
3.91K $766K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
10.9K
New
$39.69 - $51.24 $433K - $559K
10.9K $559K
CDX
Simplify Exch.Trad Fds Simplif

ETFs
23.8K
New
$21.77 - $24.89 $518K - $592K
23.8K $554K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.74K
+ 20.22%
$101.93 - $128.63 $279K - $353K
16.3K $2.1M
TFC
Truist Financial Corp

Financial Services
6.23K
+ 4.03%
$34.79 - $42.99 $217K - $268K
161K $6.91M
APA
Apa Corp

Energy
29.6K
New
$14.03 - $21.24 $415K - $628K
29.6K $540K
FTLS
First Tr Long/Short Equity ETF

ETFs
6.47K
+ 12.86%
$60.06 - $66.28 $389K - $429K
56.8K $3.76M
KNTK
Kinetik Holdings Inc.

Energy
12.2K
New
$40.12 - $53.83 $489K - $656K
12.2K $536K
MFC
Manulife Financial Corp

Financial Services
16.3K
+ 156.74%
$26.93 - $32.44 $438K - $528K
26.7K $851K
SKYY
First Trust Cloud Computing Et

ETFs
305
+ 1.23%
$89.46 - $121.64 $27.3K - $37.1K
25K $3.05M
CTSH
Cognizant Technology Solutions Corp

Technology
4.33K
+ 3.78%
$66.47 - $81.81 $288K - $354K
119K $9.28M
SEIC
Sei Investments CO

Financial Services
506
+ 1.33%
$66.45 - $89.86 $33.6K - $45.5K
38.5K $3.46M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
974
+ 6.73%
$101.69 - $139.02 $99K - $135K
15.4K $2.15M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.59K
+ 94.01%
$162.65 - $188.71 $421K - $489K
5.35K $1.01M
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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