Kingsview Wealth Management, LLC Purchases in Q3 2024

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
996
+ 22.04%
$266.03 - $266.03 $265K - $265K
5.52K $1.47M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.45K
New
$56.04 - $62.99 $249K - $280K
4.45K $271K
HTRB
Hartford Fds Total Return Bd E

ETFs
7.76K
New
$33.29 - $35.33 $258K - $274K
7.76K $271K
PH
Parker Hannifin Corp

Industrials
87
+ 5.08%
$501.01 - $635.92 $43.6K - $55.3K
1.8K $1.14M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.23K
+ 5.43%
$80.13 - $88.89 $98.8K - $110K
23.9K $2.11M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.52K
+ 29.04%
$90.01 - $95.32 $226K - $240K
11.2K $1.06M
ICE
Intercontinental Exchange, Inc.

Financial Services
97
+ 0.92%
$136.93 - $162.81 $13.3K - $15.8K
10.7K $1.71M
DMCY
Advisors Inner Circle Fd Iii D

ETFs
7.09K
+ 16.83%
$24.48 - $27.64 $174K - $196K
49.2K $1.34M
IGIC
International General Insurance Holdings Ltd.

Financial Services
13.9K
New
$13.96 - $19.12 $195K - $267K
13.9K $264K
QUAL
Ishares Msci Usa Quality Facto

ETFs
384
+ 1.68%
$162.64 - $179.3 $62.5K - $68.9K
23.3K $4.17M
IVE
Ishares S&P 500 Value ETF

ETFs
1.01K
+ 25.72%
$181.06 - $197.17 $183K - $199K
4.93K $972K
EMLP
First Tr Exchange Traded Iv

ETFs
1.52K
+ 2.31%
$30.38 - $34.0 $46.3K - $51.8K
67.4K $2.27M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5.73K
New
$29.24 - $45.37 $168K - $260K
5.73K $257K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.61K
New
$65.06 - $71.72 $235K - $259K
3.61K $256K
EBC
Eastern Bankshares, Inc.

Financial Services
15.6K
New
$13.69 - $17.09 $214K - $267K
15.6K $255K
KKR
Kkr & Co. Inc.

Financial Services
1.95K
New
$104.51 - $133.23 $204K - $260K
1.95K $254K
GS
Goldman Sachs Group Inc

Financial Services
170
+ 4.28%
$459.02 - $510.25 $78K - $86.7K
4.15K $2.05M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.18K
+ 15.65%
$64.57 - $71.76 $141K - $156K
16.1K $1.16M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
4.95K
+ 2.24%
$18.36 - $19.08 $90.9K - $94.5K
226K $4.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.8K
+ 20.59%
$76.38 - $78.87 $214K - $221K
16.4K $1.29M
BHP
Bhp Group LTD

Basic Materials
3.2K
+ 32.5%
$51.32 - $62.11 $164K - $199K
13.1K $810K
AEE
Ameren Corp

Utilities
2.84K
New
$70.45 - $87.46 $200K - $248K
2.84K $248K
FFIN
First Financial Bankshares Inc

Financial Services
1.71K
+ 6.92%
$28.56 - $39.46 $48.7K - $67.3K
26.3K $974K
PNR
Pentair PLC

Industrials
2.53K
New
$74.39 - $97.79 $188K - $247K
2.53K $247K
HDV
Ishares Core High Dividend ETF

ETFs
1.08K
+ 8.14%
$107.62 - $118.76 $116K - $128K
14.4K $1.69M
ADI
Analog Devices Inc

Technology
705
+ 1.63%
$200.56 - $243.33 $141K - $172K
44K $10.1M
TOL
Toll Brothers, Inc.

Consumer Cyclical
349
+ 7.21%
$109.16 - $155.35 $38.1K - $54.2K
5.19K $801K
MELI
Mercadolibre Inc

Consumer Cyclical
43
+ 11.23%
$1591.44 - $2140.1 $68.4K - $92K
426 $873K
LZB
La Z Boy Inc

Consumer Cyclical
5.7K
New
$36.04 - $44.14 $206K - $252K
5.7K $244K
CCS
Century Communities, Inc.

Consumer Cyclical
2.36K
New
$77.77 - $106.75 $184K - $252K
2.36K $243K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.71K
+ 6.84%
$84.77 - $97.13 $145K - $166K
26.6K $2.55M
NXST
Nexstar Media Group, Inc.

Communication Services
1.69K
+ 3.51%
$154.25 - $184.79 $261K - $313K
49.9K $8.24M
AJG
Arthur J. Gallagher & Co.

Financial Services
863
New
$259.22 - $299.75 $224K - $259K
863 $242K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.36K
New
$93.07 - $102.32 $220K - $241K
2.36K $241K
SSO
Proshares Ultra S&P 500

ETFs
2.4K
+ 75.93%
$73.92 - $90.17 $177K - $216K
5.56K $501K
VV
Vanguard Large Cap ETF

ETFs
500
+ 6.41%
$236.92 - $263.4 $118K - $132K
8.3K $2.19M
FE
Firstenergy Corp

Utilities
5.39K
New
$38.25 - $44.54 $206K - $240K
5.39K $238K
FPE
First Tr Pfd Secs & Income ETF

ETFs
9.06K
+ 9.12%
$17.35 - $18.22 $157K - $165K
108K $1.96M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.03K
+ 3.05%
$42.87 - $45.76 $87K - $92.8K
68.5K $3.1M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
11.1K
New
$19.94 - $22.45 $221K - $248K
11.1K $238K
LPX
Louisiana Pacific Corp

Industrials
2.2K
New
$80.06 - $107.45 $176K - $237K
2.2K $236K
DAL
Delta Air Lines, Inc.

Industrials
3.09K
+ 13.39%
$37.32 - $51.8 $115K - $160K
26.2K $1.33M
RKT
Rocket Companies, Inc.

Financial Services
12.3K
New
$13.16 - $20.81 $161K - $255K
12.3K $235K
GDDY
Go Daddy Inc.

Technology
1.49K
New
$141.41 - $167.41 $210K - $249K
1.49K $233K
IP
International Paper CO

Consumer Cyclical
4.73K
New
$42.55 - $49.98 $201K - $236K
4.73K $231K
ADUS
Addus Home Care Corp

Healthcare
1.72K
New
$116.16 - $133.58 $199K - $229K
1.72K $228K
DHI
Horton D R Inc

Consumer Cyclical
1.19K
New
$135.21 - $197.06 $161K - $235K
1.19K $227K
UBER
Uber Technologies, Inc

Technology
2.55K
+ 18.4%
$58.48 - $77.47 $149K - $197K
16.4K $1.23M
CBRE
Cbre Group, Inc.

Real Estate
1.82K
New
$85.97 - $124.48 $157K - $227K
1.82K $226K
Activity Summary
Buys All Purchases 670 New Holdings 137 Increased Positions 533 Sells All Sells 361 Reductions 361 Sold out 0 Options Calls 0 Puts 0
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