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
JPEM
Jp Morgan Diversified Return

ETFs
2.57K
+ 8.33%
$50.81 - $54.04 $130K - $139K
33.4K $1.76M
IYW
Ishares Dj Us Tech ETF

ETFs
1.45K
+ 63.94%
$140.44 - $166.79 $203K - $241K
3.71K $521K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
11K
New
$14.22 - $14.83 $156K - $163K
11K $158K
SLB
Schlumberger Limited

Energy
2.1K
+ 10.79%
$38.4 - $43.74 $80.8K - $92K
21.6K $902K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.24K
+ 6.1%
$497.6 - $606.74 $616K - $751K
21.5K $10.7M
ED
Consolidated Edison Inc

Utilities
125
+ 2.0%
$88.0 - $110.59 $11K - $13.8K
6.37K $704K
ZS
Zscaler, Inc.

Technology
500
+ 19.93%
$181.66 - $216.87 $90.8K - $108K
3.01K $597K
MELI
Mercadolibre Inc

Consumer Cyclical
15
+ 3.27%
$1739.0 - $2260.0 $26.1K - $33.9K
474 $924K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.15K
+ 1.23%
$49.78 - $53.19 $157K - $167K
260K $13.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.2K
+ 7.45%
$51.52 - $52.37 $113K - $115K
31.8K $1.66M
IXUS
Ishares Tr

ETFs
242
+ 0.76%
$65.06 - $72.31 $15.7K - $17.5K
32.1K $2.24M
SRLN
Ssga Active Trust

ETFs
3.64K
+ 14.17%
$41.02 - $41.99 $149K - $153K
29.4K $1.21M
F
Ford Motor CO

Consumer Cyclical
11.9K
+ 11.71%
$9.12 - $10.43 $109K - $125K
114K $1.14M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.04K
+ 35.92%
$33.98 - $39.84 $171K - $201K
19.1K $652K
MS
Morgan Stanley

Financial Services
1.57K
+ 25.08%
$111.68 - $141.08 $175K - $221K
7.8K $910K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
31
+ 0.08%
$46.55 - $51.16 $1.44K - $1.59K
39.3K $1.95M
VIG
Vanguard Dividend Appreciation

ETFs
675
+ 0.8%
N/A
85.2K $15.5M
XLI
Industrial Sector Spdr

ETFs
1.37K
+ 1.61%
$128.78 - $141.67 $176K - $194K
86.3K $11.3M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
20.4K
New
$5.37 - $5.91 $110K - $121K
20.4K $120K
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
10.1K
New
$11.83 - $12.08 $120K - $122K
10.1K $120K
VFH
Vanguard Financial ETF

ETFs
945
+ 53.3%
$114.07 - $127.34 $108K - $120K
2.72K $324K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.71K
+ 2.21%
$50.44 - $50.7 $86.4K - $86.8K
79.1K $4.01M
PGR
Progressive Corp

Financial Services
52
+ 2.42%
$235.61 - $291.22 $12.3K - $15.1K
2.2K $621K
ZLAB
Zai Lab LTD

Healthcare
529
+ 6.02%
$24.29 - $38.35 $12.8K - $20.3K
9.32K $336K
TSCO
Tractor Supply CO

Consumer Cyclical
369
+ 0.89%
$51.66 - $57.94 $19.1K - $21.4K
41.7K $2.3M
QBTS
D Wave Quantum Inc.

Technology
14.4K
+ 143.95%
$3.83 - $11.18 $55.3K - $161K
24.4K $185K
IOO
Ishares Tr Global 100 ETF

ETFs
1.43K
+ 17.1%
$96.2 - $105.12 $138K - $150K
9.79K $942K
HLNE
Hamilton Lane Inc

Financial Services
593
+ 3.63%
$137.87 - $170.18 $81.8K - $101K
16.9K $2.52M
CHKP
Check Point Software Technologies LTD

Technology
75
+ 3.97%
$179.88 - $231.31 $13.5K - $17.3K
1.97K $448K
MSTR
Microstrategy Inc

Technology
354
+ 5.6%
$239.27 - $396.5 $84.7K - $140K
6.67K $1.92M
BSX
Boston Scientific Corp

Healthcare
172
+ 2.62%
$89.38 - $106.18 $15.4K - $18.3K
6.74K $679K
NTR
Nutrien Ltd.

Basic Materials
817
+ 7.9%
$45.28 - $53.84 $37K - $44K
11.2K $554K
FIX
Comfort Systems Usa Inc

Industrials
480
+ 76.07%
$313.26 - $550.27 $150K - $264K
1.11K $358K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
387
+ 5.99%
$107.24 - $116.37 $41.5K - $45K
6.85K $796K
FXO
First Tr Exchange Traded Fd Fi

ETFs
2.32K
+ 8.01%
$50.93 - $57.24 $118K - $133K
31.3K $1.66M
PDI
Pimco Dynamic Income Fund

Financial Services
3.33K
+ 24.98%
$18.51 - $20.05 $61.7K - $66.8K
16.7K $330K
CGGO
Capital Group Global Growth Eq

ETFs
3.5K
+ 21.97%
$28.33 - $30.84 $99.3K - $108K
19.5K $551K
SJNK
Spdr Bloomberg Short Term High

ETFs
4.24K
+ 1.73%
$25.08 - $25.64 $106K - $109K
249K $6.26M
ABC
Amerisourcebergen Corp

Healthcare
457
+ 21.13%
N/A
2.62K $485K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.08K
+ 19.47%
$58.01 - $64.46 $62.5K - $69.4K
6.61K $410K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
423
+ 3.95%
$68.32 - $75.06 $28.9K - $31.8K
11.1K $831K
MTBC
Care Cloud, Inc.

Healthcare
26K
New
N/A
26K $79K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
315
+ 0.79%
$18.63 - $21.12 $5.87K - $6.65K
40.4K $834K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
845
+ 16.8%
$90.0 - $96.32 $76.1K - $81.4K
5.88K $542K
CPSI
Computer Programs & Systems Inc

Healthcare
8.71K
New
N/A
8.71K $74K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.93K
+ 8.39%
$51.3 - $56.76 $99.2K - $110K
25K $1.32M
VRT
Vertiv Holdings CO

Industrials
832
+ 14.17%
N/A
6.71K $581K
SCHO
Schwab Short Term Us Treasury

ETFs
2.49K
+ 6.33%
$24.1 - $24.34 $60.1K - $60.7K
41.9K $1.02M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
725
+ 16.1%
$47.66 - $57.45 $34.6K - $41.7K
5.23K $284K
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
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email