Kingsview Wealth Management, LLC Purchases in Q4 2024

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SKYY
First Trust Cloud Computing Et

ETFs
320
+ 1.47%
$99.98 - $130.46 $32K - $41.7K
22.1K $2.63M
KMI
Kinder Morgan, Inc.

Energy
3.57K
+ 6.45%
$22.59 - $28.54 $80.6K - $102K
58.9K $1.61M
MAIN
Main Street Capital Corp

Financial Services
5.65K
+ 80.33%
$49.95 - $58.58 $282K - $331K
12.7K $743K
CLOI
Vaneck ETF Tr

ETFs
7.21K
New
$52.7 - $53.15 $380K - $383K
7.21K $380K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.47K
+ 5.63%
$113.92 - $127.38 $510K - $570K
83.9K $9.67M
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
25.9K
New
$14.42 - $15.68 $373K - $405K
25.9K $376K
XLE
Energy Sector Spdr

ETFs
5.33K
+ 14.08%
$83.32 - $97.27 $444K - $518K
43.1K $3.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
33.8K
+ 173.81%
$25.33 - $51.16 $857K - $1.73M
53.3K $1.38M
FPE
First Tr Pfd Secs & Income ETF

ETFs
23.6K
+ 21.78%
$17.65 - $18.18 $417K - $429K
132K $2.34M
DUHP
Dimensional ETF Tr Dimensional

ETFs
11.7K
+ 12.98%
$33.62 - $35.69 $392K - $416K
101K $3.43M
NVT
N Vent Electric PLC

Industrials
5.33K
New
$67.69 - $79.19 $361K - $422K
5.33K $363K
EQIX
Equinix Inc

Real Estate
384
New
$865.69 - $985.0 $332K - $378K
384 $362K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.12K
+ 15.69%
$241.48 - $274.89 $271K - $308K
8.27K $2.1M
ATO
Atmos Energy Corp

Utilities
2.52K
+ 152.64%
$136.41 - $151.43 $343K - $381K
4.17K $580K
GS
Goldman Sachs Group Inc

Financial Services
38
+ 0.92%
$486.1 - $608.57 $18.5K - $23.1K
4.18K $2.4M
GTN
Gray Television Inc

Communication Services
108K
New
$2.97 - $5.95 $321K - $642K
108K $340K
DAL
Delta Air Lines, Inc.

Industrials
1.37K
+ 5.22%
$47.46 - $65.77 $64.8K - $89.8K
27.6K $1.67M
DDOG
Datadog, Inc.

Technology
117
+ 1.03%
$113.98 - $168.65 $13.3K - $19.7K
11.5K $1.65M
IEFA
Ishares Tr

ETFs
9.19K
+ 22.39%
$70.06 - $77.43 $644K - $712K
50.2K $3.53M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.26K
New
$100.22 - $100.73 $326K - $328K
3.26K $326K
MRVL
Marvell Technology, Inc.

Technology
403
+ 5.61%
$70.31 - $124.78 $28.3K - $50.3K
7.58K $837K
DUK
Duke Energy Corp

Utilities
5.62K
+ 14.79%
$105.76 - $120.76 $594K - $678K
43.6K $4.7M
AFRM
Affirm Holdings, Inc.

Technology
5.22K
New
$38.48 - $72.86 $201K - $381K
5.22K $318K
DECK
Deckers Outdoor Corp

Consumer Cyclical
300
+ 5.43%
$152.04 - $211.12 $45.6K - $63.3K
5.83K $1.18M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.25K
+ 4.53%
$46.48 - $51.32 $198K - $218K
98.1K $4.72M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
6.34K
New
$47.5 - $47.86 $301K - $303K
6.34K $301K
COF
Capital One Financial Corp

Financial Services
424
+ 5.39%
$145.19 - $192.01 $61.6K - $81.4K
8.29K $1.48M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.38K
+ 5.18%
$94.43 - $105.47 $130K - $146K
28K $2.85M
EMLP
First Tr Exchange Traded Iv

ETFs
4.36K
+ 6.46%
$33.69 - $38.24 $147K - $167K
71.8K $2.56M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.39K
+ 14.07%
$63.58 - $71.15 $279K - $312K
35.6K $2.32M
CIVI
Civitas Resources, Inc.

Energy
6.22K
New
$42.79 - $54.92 $266K - $342K
6.22K $285K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
3.41K
+ 12.95%
$108.28 - $117.54 $369K - $401K
29.7K $3.24M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5.69K
+ 63.14%
$60.13 - $67.31 $342K - $383K
14.7K $893K
TWLO
Twilio Inc

Communication Services
2.62K
New
$63.73 - $114.96 $167K - $301K
2.62K $282K
DGRO
Ishares Core Dividend Growth E

ETFs
7.66K
+ 5.51%
$60.73 - $64.94 $465K - $498K
147K $9M
SLX
Vaneck ETF Tr Steel ETF

ETFs
4.7K
New
$57.96 - $73.7 $272K - $346K
4.7K $274K
DLR
Digital Realty Trust, Inc.

Real Estate
1.31K
+ 51.31%
$156.46 - $195.69 $205K - $256K
3.86K $683K
WHR
Whirlpool Corp

Consumer Cyclical
2.34K
New
$99.28 - $124.45 $232K - $291K
2.34K $267K
FDVV
Fidelity High Dividend ETF

ETFs
5.69K
+ 20.88%
$49.66 - $52.63 $283K - $300K
33K $1.65M
TJX
Tjx Companies Inc

Consumer Cyclical
865
+ 1.78%
$112.15 - $127.2 $97K - $110K
49.5K $5.99M
PNR
Pentair PLC

Industrials
2.54K
+ 100.63%
$95.0 - $109.21 $242K - $278K
5.07K $510K
HWM
Howmet Aerospace Inc.

Industrials
1.97K
+ 39.7%
$99.72 - $120.09 $196K - $237K
6.93K $758K
ETN
Eaton Corp PLC

Industrials
748
+ 3.45%
$326.96 - $377.52 $245K - $282K
22.4K $7.44M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
4.12K
New
N/A
4.12K $256K
VBK
Vanguard Small Cap Growth ETF

ETFs
597
+ 8.51%
$264.18 - $304.19 $158K - $182K
7.62K $2.13M
MCK
Mckesson Corp

Healthcare
37
+ 1.2%
$482.27 - $628.5 $17.8K - $23.3K
3.12K $1.78M
RAVI
Flexshares Tr Ready Access Var

ETFs
3.25K
New
$75.05 - $75.53 $244K - $245K
3.25K $244K
INGR
Ingredion Inc

Consumer Defensive
1.78K
New
$132.76 - $154.86 $236K - $275K
1.78K $244K
LPLA
Lpl Financial Holdings Inc.

Financial Services
741
New
$229.85 - $335.91 $170K - $249K
741 $241K
Activity Summary
Buys All Purchases 661 New Holdings 128 Increased Positions 533 Sells All Sells 398 Reductions 398 Sold out 0 Options Calls 1 Puts 0
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