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
WFC
Wells Fargo & Company

Financial Services
2.27K
+ 2.95%
$66.78 - $81.42 $152K - $185K
79.3K $5.69M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.6K
New
$79.66 - $108.41 $207K - $282K
2.6K $282K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.01K
New
$44.68 - $46.49 $268K - $279K
6.01K $278K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
5.42K
+ 44.81%
$46.86 - $50.66 $254K - $274K
17.5K $849K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
11.9K
+ 20.64%
$23.32 - $23.84 $278K - $284K
69.6K $1.63M
DINO
Hf Sinclair Corp

Energy
8.32K
New
$30.66 - $38.48 $255K - $320K
8.32K $273K
EFV
Msci Eafe Value ETF

ETFs
546
+ 1.51%
$51.88 - $60.73 $28.3K - $33.2K
36.8K $2.17M
HESM
Hess Midstream LP

Energy
6.3K
New
$37.59 - $43.88 $237K - $277K
6.3K $266K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
3.25K
+ 14.46%
$47.45 - $51.96 $154K - $169K
25.7K $1.33M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
545
New
$402.49 - $513.76 $219K - $280K
545 $264K
ICE
Intercontinental Exchange, Inc.

Financial Services
35
+ 0.32%
$142.8 - $176.36 $5K - $6.17K
10.9K $1.87M
TFLO
Ishares Treasury Floating Rate

ETFs
4.99K
New
$50.48 - $50.68 $252K - $253K
4.99K $252K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.22K
New
$180.02 - $208.56 $219K - $253K
1.22K $252K
PRK
Park National Corp

Financial Services
1.65K
New
$151.4 - $174.01 $250K - $287K
1.65K $250K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
19.7K
+ 6.17%
$67.03 - $74.61 $1.32M - $1.47M
339K $23M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
7.46K
New
$32.96 - $44.43 $246K - $331K
7.46K $247K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
10.9K
New
$21.77 - $22.56 $238K - $247K
10.9K $245K
TPL
Texas Pacific Land Corp

Energy
185
New
$1180.08 - $1431.01 $218K - $265K
185 $245K
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.63K
+ 1.06%
$29.82 - $30.1 $138K - $139K
441K $13.3M
VPU
Vanguard Utilities ETF

ETFs
1.4K
New
$161.24 - $173.33 $225K - $242K
1.4K $238K
SHOP
Shopify Inc.

Technology
5.44K
+ 20.59%
$90.59 - $129.31 $492K - $703K
31.8K $3.04M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2.31K
+ 0.64%
$21.23 - $22.14 $49.1K - $51.2K
364K $8.02M
MPC
Marathon Petroleum Corp

Energy
561
+ 2.35%
$134.72 - $159.03 $75.6K - $89.2K
24.4K $3.56M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
15.8K
New
$10.88 - $14.75 $172K - $233K
15.8K $227K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
7.34K
+ 111.79%
$31.06 - $33.33 $228K - $245K
13.9K $436K
CAG
Conagra Brands Inc.

Consumer Defensive
22.2K
+ 6.51%
$23.9 - $27.67 $530K - $614K
363K $9.68M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.8K
+ 7.23%
$78.97 - $85.82 $142K - $154K
26.7K $2.21M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
5.62K
New
$37.78 - $43.82 $212K - $246K
5.62K $222K
VDE
Vanguard Energy ETF

ETFs
1.71K
New
$119.14 - $132.76 $203K - $227K
1.71K $221K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.28K
+ 3.35%
$30.38 - $34.94 $69.3K - $79.7K
70.3K $2.41M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.63K
+ 21.07%
$77.7 - $78.94 $204K - $207K
15.1K $1.19M
DGRO
Ishares Core Dividend Growth E

ETFs
2.46K
+ 1.68%
$60.46 - $64.42 $149K - $159K
149K $9.21M
HPE
Hewlett Packard Enterprise CO

Technology
13.8K
New
$14.77 - $24.42 $204K - $338K
13.8K $213K
FSIG
First Tr ETF Iv LTD Duration I
10.9K
+ 24.75%
$18.74 - $19.04 $204K - $208K
55K $1.04M
NET
Cloudflare, Inc.

Technology
1.83K
New
$110.71 - $176.5 $203K - $323K
1.83K $206K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.89K
New
$39.65 - $43.35 $194K - $212K
4.89K $205K
IFRA
Ishares Tr

ETFs
4.44K
New
$44.8 - $49.25 $199K - $219K
4.44K $200K
UMBF
Umb Financial Corp

Financial Services
1.98K
New
$98.0 - $122.56 $194K - $243K
1.98K $200K
COF
Capital One Financial Corp

Financial Services
1.07K
+ 12.85%
$163.87 - $209.82 $175K - $223K
9.35K $1.68M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.29K
+ 3.32%
$50.82 - $52.7 $116K - $120K
71K $3.73M
FTLS
First Tr Long/Short Equity ETF

ETFs
4.14K
+ 8.97%
$63.42 - $68.17 $263K - $282K
50.3K $3.22M
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.77K
+ 15.51%
$32.5 - $33.3 $155K - $159K
35.5K $1.18M
FPE
First Tr Pfd Secs & Income ETF

ETFs
10.6K
+ 8.05%
$17.53 - $17.87 $186K - $190K
143K $2.51M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.77K
+ 2.74%
$49.22 - $51.73 $136K - $143K
104K $5.24M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.72K
+ 23.81%
$89.18 - $104.04 $242K - $283K
14.1K $1.29M
VTI
Vanguard Total Stock Market Et

ETFs
2.03K
+ 7.81%
$271.18 - $303.12 $550K - $615K
28K $7.69M
GD
General Dynamics Corp

Industrials
290
+ 3.04%
$241.94 - $272.58 $70.2K - $79K
9.82K $2.68M
GLW
Corning Inc

Technology
4.15K
+ 27.16%
$44.91 - $54.25 $186K - $225K
19.4K $889K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
6.18K
+ 28.14%
$21.48 - $22.98 $133K - $142K
28.1K $632K
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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