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
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
8.19K
New
$28.3 - $30.67 $232K - $251K
8.19K $240K
MVV
Proshares Ultra Midcap400

ETFs
3.52K
New
$67.37 - $80.89 $237K - $285K
3.52K $238K
UBER
Uber Technologies, Inc

Technology
7.89K
+ 48.19%
$59.93 - $86.34 $473K - $682K
24.3K $1.46M
MSB
Mesabi Trust

Basic Materials
8.29K
New
$22.78 - $29.35 $189K - $243K
8.29K $233K
URA
Global X Uranium ETF

ETFs
10.5K
+ 39.6%
$26.78 - $33.46 $280K - $350K
36.9K $988K
AON
Aon PLC

Financial Services
645
New
$344.14 - $393.31 $222K - $254K
645 $231K
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.84K
+ 6.37%
$94.77 - $97.36 $364K - $374K
64.1K $6.12M
DOCU
Docusign, Inc.

Technology
2.51K
New
$61.42 - $106.99 $154K - $269K
2.51K $226K
TTWO
Take Two Interactive Software Inc

Communication Services
405
+ 8.16%
$147.66 - $190.46 $59.8K - $77.1K
5.37K $988K
PFFA
Etfis Ser Tr I

ETFs
11.5K
+ 37.07%
$21.82 - $23.21 $251K - $266K
42.5K $929K
NKSH
National Bankshares Inc

Financial Services
7.76K
New
$28.24 - $32.1 $219K - $249K
7.76K $222K
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.42K
New
$64.2 - $72.31 $220K - $248K
3.42K $221K
FITB
Fifth Third Bancorp

Financial Services
5.37K
+ 46.83%
$41.76 - $48.44 $224K - $260K
16.8K $711K
VZ
Verizon Communications Inc

Communication Services
20.5K
+ 16.78%
$39.6 - $45.21 $810K - $925K
142K $5.69M
UBS
Ubs Group Ag

Financial Services
7.18K
New
$29.78 - $33.08 $214K - $238K
7.18K $217K
DBA
Invesco Db Agriculture Fund

ETFs
7.77K
+ 61.34%
$24.81 - $27.83 $193K - $216K
20.4K $543K
EVRG
Evergy, Inc.

Utilities
3.47K
New
$59.06 - $65.0 $205K - $226K
3.47K $213K
PANW
Palo Alto Networks Inc

Technology
10.1K
+ 99.27%
$181.96 - $405.9 $1.85M - $4.12M
20.4K $3.71M
NUE
Nucor Corp

Basic Materials
2.98K
+ 73.98%
$115.78 - $167.74 $345K - $500K
7.02K $818K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
6.57K
New
$31.36 - $32.75 $206K - $215K
6.57K $212K
AXON
Axon Enterprise, Inc.

Industrials
356
New
$399.22 - $689.78 $142K - $246K
356 $211K
VFH
Vanguard Financial ETF

ETFs
1.77K
New
$108.87 - $126.2 $193K - $224K
1.77K $209K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
88
+ 5.65%
$260.53 - $404.79 $22.9K - $35.6K
1.65K $629K
DTM
Dt Midstream, Inc.

Energy
2.09K
New
$78.85 - $108.56 $165K - $227K
2.09K $207K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.78K
+ 9.63%
$35.45 - $40.33 $240K - $273K
77.2K $2.77M
TD
Toronto Dominion Bank

Financial Services
3.82K
New
$51.56 - $63.8 $197K - $243K
3.82K $203K
CASY
Caseys General Stores Inc

Consumer Cyclical
508
New
$366.65 - $427.88 $186K - $217K
508 $201K
APO
Apollo Global Management, Inc.

Financial Services
460
+ 15.42%
$131.36 - $178.61 $60.4K - $82.2K
3.44K $568K
AMP
Ameriprise Financial Inc

Financial Services
29
+ 1.02%
$473.15 - $574.01 $13.7K - $16.6K
2.89K $1.54M
COP
Conocophillips

Energy
3.4K
+ 14.41%
$95.12 - $114.72 $324K - $390K
27K $2.68M
VRT
Vertiv Holdings CO

Industrials
2.22K
+ 60.73%
N/A
5.87K $508K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
9.48K
+ 76.11%
$20.92 - $23.57 $198K - $223K
21.9K $469K
BOTZ
Global X Fds

ETFs
6.23K
+ 12.59%
$31.11 - $34.18 $194K - $213K
55.7K $1.78M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
8.72K
+ 15.21%
$20.98 - $21.19 $183K - $185K
66.1K $1.39M
COIN
Coinbase Global, Inc.

Technology
258
+ 15.43%
$163.17 - $343.62 $42.1K - $88.7K
1.93K $479K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.39K
+ 60.27%
$89.81 - $104.0 $214K - $248K
6.35K $571K
ISRG
Intuitive Surgical Inc

Healthcare
94
+ 2.21%
$471.27 - $550.62 $44.3K - $51.8K
4.35K $2.27M
DG
Dollar General Corp

Consumer Defensive
14.4K
+ 13.82%
$73.27 - $84.47 $1.06M - $1.22M
119K $9.01M
C
Citigroup Inc

Financial Services
760
+ 4.7%
$61.31 - $72.5 $46.6K - $55.1K
16.9K $1.19M
OEF
Ishares S&P 100 ETF

ETFs
671
+ 12.17%
N/A
6.19K $1.65M
PNC
Pnc Financial Services Group, Inc.

Financial Services
161
+ 0.9%
$178.39 - $215.0 $28.7K - $34.6K
18.1K $3.49M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
6.81K
+ 34.49%
$26.55 - $27.32 $181K - $186K
26.5K $708K
LRGF
Ishares Tr

ETFs
1K
+ 1.47%
$58.25 - $63.26 $58.4K - $63.4K
69.1K $4.17M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
385
+ 9.74%
$193.7 - $235.05 $74.6K - $90.5K
4.34K $992K
VOYA
Voya Financial, Inc.

Financial Services
6.73K
+ 23.51%
$65.93 - $83.9 $443K - $564K
35.3K $2.43M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.84K
+ 60.21%
$87.42 - $98.06 $161K - $180K
4.9K $437K
FSIG
First Tr ETF Iv LTD Duration I
9.31K
+ 26.78%
$18.8 - $19.23 $175K - $179K
44.1K $831K
ABT
Abbott Laboratories

Healthcare
2.03K
+ 2.6%
$111.93 - $119.39 $227K - $242K
80.1K $9.06M
CEG
Constellation Energy Corp

Utilities
1.13K
+ 41.11%
$224.28 - $285.52 $254K - $323K
3.88K $873K
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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