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
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
41.5K
New
$12.18 - $12.91 $505K - $535K
41.5K $513K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.76K
New
$179.71 - $192.06 $495K - $529K
2.76K $507K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
37K
New
$13.34 - $13.81 $494K - $511K
37K $505K
AVUV
American Centy ETF Tr Avantis

ETFs
5.74K
New
$84.95 - $100.62 $488K - $577K
5.74K $500K
SO
Southern CO

Utilities
1.73K
+ 5.04%
$80.96 - $92.96 $140K - $161K
36.1K $3.32M
BOND
Pimco Active Bond Exchange Tra

ETFs
5.02K
+ 39.31%
$89.27 - $92.9 $448K - $466K
17.8K $1.64M
VTR
Ventas, Inc.

Real Estate
6.84K
New
$56.9 - $70.47 $389K - $482K
6.84K $470K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.71K
+ 11.81%
$67.08 - $76.14 $249K - $282K
35.1K $2.59M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.63K
+ 42.37%
$76.94 - $78.28 $433K - $440K
18.9K $1.48M
COP
Conocophillips

Energy
2.77K
+ 10.25%
$88.6 - $105.85 $245K - $293K
29.8K $3.13M
NGD
New Gold Inc.

Basic Materials
114K
+ 758.47%
$2.54 - $3.71 $289K - $422K
129K $477K
PG
Procter & Gamble CO

Consumer Defensive
1.26K
+ 1.57%
$158.56 - $176.26 $200K - $222K
81.8K $13.9M
FTCS
First Trust Capital Strength E

ETFs
3.29K
+ 4.08%
$86.39 - $91.35 $284K - $300K
83.8K $7.51M
BK
Bank Of New York Mellon Corp

Financial Services
4.01K
+ 30.4%
$75.42 - $88.95 $302K - $357K
17.2K $1.44M
BAR
Granite Shares Gold Trust

ETFs
13.7K
New
$26.01 - $30.84 $356K - $422K
13.7K $421K
HAS
Hasbro, Inc.

Consumer Cyclical
6.82K
New
$56.16 - $69.06 $383K - $471K
6.82K $419K
SE
Sea LTD

Consumer Cyclical
3.2K
New
$104.87 - $146.31 $335K - $468K
3.2K $417K
NEAR
Blackrock Short Maturity Bond

ETFs
7.98K
+ 30.03%
$50.4 - $50.89 $402K - $406K
34.6K $1.76M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
5.88K
New
$66.9 - $71.57 $394K - $421K
5.88K $414K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
248
+ 111.21%
$1187.71 - $1432.58 $295K - $355K
471 $674K
RCII
Rent A Center Inc De

Industrials
15.3K
New
N/A
15.3K $407K
AEP
American Electric Power CO Inc

Utilities
181
+ 0.82%
$90.32 - $109.27 $16.3K - $19.8K
22.2K $2.43M
WM
Waste Management Inc

Industrials
149
+ 1.23%
$200.54 - $233.78 $29.9K - $34.8K
12.3K $2.85M
UBER
Uber Technologies, Inc

Technology
1.14K
+ 4.69%
$63.17 - $81.49 $71.9K - $92.7K
25.4K $1.85M
PFE
Pfizer Inc

Healthcare
22.6K
+ 14.18%
$25.01 - $27.13 $565K - $613K
182K $4.61M
NOC
Northrop Grumman Corp

Industrials
35
+ 0.41%
$433.45 - $513.82 $15.2K - $18K
8.56K $4.38M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
19.9K
+ 7.8%
$18.54 - $18.88 $369K - $376K
275K $5.14M
AJG
Arthur J. Gallagher & Co.

Financial Services
897
+ 91.34%
$275.89 - $345.24 $247K - $310K
1.88K $648K
ALL
Allstate Corp

Financial Services
1.46K
+ 33.33%
$180.99 - $210.18 $264K - $307K
5.84K $1.21M
WEN
Wendy'S CO

Consumer Cyclical
24.7K
New
$14.17 - $16.17 $350K - $399K
24.7K $361K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
32.2K
New
$11.13 - $11.61 $359K - $374K
32.2K $361K
VLGEA
Village Super Market Inc

Consumer Defensive
9.39K
New
$30.38 - $38.01 $285K - $357K
9.39K $356K
DSL
Double Line Income Solutions Fund

Financial Services
28.3K
New
$12.53 - $12.88 $354K - $364K
28.3K $356K
FDL
First Tr Morningstar Dividend

ETFs
4.99K
+ 11.75%
$39.69 - $43.83 $198K - $219K
47.4K $2.06M
PAX
Patria Investments LTD

Financial Services
30.9K
New
$10.85 - $12.72 $336K - $393K
30.9K $349K
MCK
Mckesson Corp

Healthcare
37
+ 1.18%
$566.21 - $672.99 $20.9K - $24.9K
3.16K $2.13M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
16.9K
+ 8.42%
$29.34 - $31.31 $496K - $530K
218K $6.47M
CAH
Cardinal Health Inc

Healthcare
2.2K
+ 97.08%
$118.02 - $137.77 $259K - $302K
4.46K $613K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.86K
+ 25.9%
$97.25 - $104.79 $279K - $300K
13.9K $1.44M
DIN
Dine Brands Global, Inc.

Consumer Cyclical
14.3K
New
$23.27 - $31.93 $334K - $458K
14.3K $333K
TROX
Tronox Holdings PLC

Basic Materials
47.1K
New
$6.82 - $10.37 $321K - $488K
47.1K $331K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.07K
+ 13.7%
$169.43 - $182.84 $350K - $378K
17.1K $2.97M
EMLP
First Tr Exchange Traded Iv

ETFs
5.13K
+ 7.14%
$35.79 - $38.28 $183K - $196K
76.9K $2.88M
HWM
Howmet Aerospace Inc.

Industrials
1.25K
+ 18.06%
$110.79 - $139.39 $139K - $175K
8.18K $1.06M
VHT
Vanguard Health Care ETF

ETFs
1.1K
New
$254.06 - $273.83 $280K - $302K
1.1K $291K
TIPT
Tiptree Inc.

Financial Services
11.9K
New
$18.78 - $24.99 $224K - $298K
11.9K $287K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.48K
+ 17.89%
$237.72 - $276.98 $352K - $410K
9.75K $2.39M
YUM
Yum Brands Inc

Consumer Cyclical
160
+ 1.43%
$123.25 - $162.53 $19.7K - $26K
11.4K $1.79M
URA
Global X Uranium ETF

ETFs
18.6K
+ 50.31%
$22.92 - $30.98 $425K - $575K
55.5K $1.27M
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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