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
DIV
Global X Superdividend Us ETF

ETFs
3.97K
+ 13.72%
N/A
32.9K $565K
SUN
Sunoco LP

Energy
65
+ 0.69%
$51.29 - $59.25 $3.33K - $3.85K
9.53K $553K
PH
Parker Hannifin Corp

Industrials
196
+ 10.34%
$591.65 - $707.05 $116K - $139K
2.09K $1.27M
CEG
Constellation Energy Corp

Utilities
773
+ 19.91%
$201.63 - $347.44 $156K - $269K
4.66K $938K
EOG
Eog Resources Inc

Energy
338
+ 8.76%
$120.54 - $138.05 $40.7K - $46.7K
4.2K $538K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
453
+ 4.25%
$110.75 - $119.78 $50.2K - $54.3K
11.1K $1.29M
ATO
Atmos Energy Corp

Utilities
3
+ 0.07%
$136.51 - $154.58 $410 - $464
4.17K $644K
TJX
Tjx Companies Inc

Consumer Cyclical
130
+ 0.26%
$112.81 - $126.16 $14.7K - $16.4K
49.7K $6.05M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
537
+ 4.59%
$33.63 - $37.64 $18.1K - $20.2K
12.2K $452K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.22K
+ 9.18%
$46.82 - $47.8 $57K - $58.2K
14.5K $681K
ARCC
Ares Capital Corp

Financial Services
1.6K
+ 2.03%
$21.28 - $23.81 $34.1K - $38.2K
80.7K $1.79M
FNDF
Schwab Fundamental Intl Large

ETFs
743
+ 7.13%
$32.9 - $37.45 $24.4K - $27.8K
11.2K $403K
OXSQ
Oxford Square Capital Corp.

Financial Services
16K
+ 23.38%
$2.51 - $2.85 $40.2K - $45.6K
84.4K $220K
VCR
Vanguard Consumer Discretionar

ETFs
276
+ 36.17%
$318.51 - $391.75 $87.9K - $108K
1.04K $338K
MU
Micron Technology Inc

Technology
436
+ 8.96%
$86.89 - $109.38 $37.9K - $47.7K
5.3K $460K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.86K
+ 11.72%
$24.29 - $24.65 $45.2K - $45.8K
17.7K $436K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
422
+ 1.39%
$42.18 - $45.16 $17.8K - $19.1K
30.8K $1.37M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
167
+ 4.68%
$408.78 - $448.82 $68.3K - $75K
3.74K $1.57M
PSA
Public Storage

Real Estate
165
+ 15.14%
$288.99 - $313.98 $47.7K - $51.8K
1.26K $375K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.02K
+ 6.41%
$49.69 - $50.76 $50.8K - $51.9K
17K $847K
KHC
Kraft Heinz CO

Consumer Defensive
1.66K
+ 11.56%
$28.51 - $32.22 $47.4K - $53.6K
16.1K $488K
SNY
Sanofi

Healthcare
55
+ 0.94%
$48.15 - $59.42 $2.65K - $3.27K
5.94K $329K
BGB
Blackstone Strategic Credit Fund

Financial Services
4.03K
+ 22.3%
$11.96 - $12.62 $48.2K - $50.9K
22.1K $267K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
3.62K
+ 4.62%
$24.66 - $26.1 $89.4K - $94.6K
82.1K $2.05M
STWD
Starwood Property Trust, Inc.

Real Estate
1.61K
+ 11.4%
$18.41 - $20.53 $29.7K - $33.1K
15.8K $311K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
35
+ 0.24%
$59.28 - $66.1 $2.07K - $2.31K
14.7K $936K
MCO
Moodys Corp

Financial Services
106
+ 13.55%
$437.8 - $527.48 $46.4K - $55.9K
888 $413K
PAYC
Paycom Software, Inc.

Technology
114
+ 8.36%
$199.42 - $225.82 $22.7K - $25.7K
1.48K $322K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
344
+ 0.77%
$46.45 - $47.26 $16K - $16.3K
44.9K $2.12M
HEFA
Ishares Currency Hedged Msci E

ETFs
57
+ 0.23%
$34.83 - $37.52 $1.99K - $2.14K
24.4K $885K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
100
+ 1.52%
$128.74 - $138.67 $12.9K - $13.9K
6.69K $907K
SNPS
Synopsys Inc

Technology
159
+ 28.24%
$428.58 - $551.54 $68.1K - $87.7K
722 $309K
LNG
Cheniere Energy, Inc.

Energy
27
+ 1.57%
$209.32 - $253.66 $5.65K - $6.85K
1.75K $405K
NSC
Norfolk Southern Corp

Industrials
66
+ 0.73%
$227.69 - $259.76 $15K - $17.1K
9.14K $2.17M
AON
Aon PLC

Financial Services
14
+ 2.17%
$348.44 - $409.32 $4.88K - $5.73K
659 $263K
IJUL
Innovator Etfs Tr

ETFs
743
+ 9.79%
$27.58 - $29.96 $20.5K - $22.3K
8.34K $242K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
518
+ 3.97%
$11.66 - $14.98 $6.04K - $7.76K
13.6K $184K
EVC
Entravision Communications Corp

Communication Services
14.6K
New
$1.73 - $2.67 $25.2K - $38.9K
14.6K $30K
FNGR
Finger Motion, Inc.

Communication Services
22.1K
New
$1.12 - $1.66 $24.7K - $36.6K
22.1K $30K
ADBE
Adobe Inc.

Technology
3.04K
+ 16.34%
$377.84 - $464.11 $1.15M - $1.41M
21.7K $8.31M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
233
+ 1.87%
$21.64 - $23.93 $5.04K - $5.58K
12.7K $303K
RIO
Rio Tinto PLC

Basic Materials
371
+ 7.51%
$58.19 - $64.29 $21.6K - $23.9K
5.31K $318K
KJUL
Innovator U.S. Small Cap Power

Technology
1.5K
+ 15.8%
$27.83 - $30.18 $41.6K - $45.1K
11K $306K
SNOW
Snowflake Inc.

Technology
326
+ 13.36%
$146.16 - $192.78 $47.6K - $62.8K
2.77K $404K
VIS
Vanguard Industrial ETF

ETFs
158
+ 9.12%
$243.63 - $273.99 $38.5K - $43.3K
1.89K $468K
GS
Goldman Sachs Group Inc

Financial Services
251
+ 6.0%
$524.81 - $672.19 $132K - $169K
4.44K $2.42M
APYX
Apyx Medical Corp

Healthcare
39.9K
+ 29.47%
$1.0 - $1.72 $39.9K - $68.5K
175K $239K
MKC
Mccormick & CO Inc

Consumer Defensive
2
+ 0.05%
$71.24 - $84.73 $142 - $169
4.19K $345K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
3.08K
+ 11.9%
$13.81 - $14.82 $42.5K - $45.6K
28.9K $401K
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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