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
HPQ
Hp Inc

Technology
1.99K
+ 31.28%
$27.69 - $34.72 $55.1K - $69.1K
8.36K $231K
SYF
Synchrony Financial

Financial Services
1.53K
+ 32.37%
$51.9 - $70.63 $79.5K - $108K
6.26K $331K
WOW
Wide Open West, Inc.

Communication Services
5K
+ 26.32%
$4.13 - $5.13 $20.7K - $25.7K
24K $118K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
494
+ 4.79%
$25.81 - $28.52 $12.8K - $14.1K
10.8K $297K
PBA
Pembina Pipeline Corp

Energy
47
+ 0.68%
$35.13 - $40.12 $1.65K - $1.89K
6.99K $279K
ES
Eversource Energy

Utilities
71
+ 1.83%
$55.63 - $63.8 $3.95K - $4.53K
3.94K $244K
BERY
Berry Global Group, Inc.

Consumer Cyclical
49
+ 1.43%
$64.35 - $73.03 $3.15K - $3.58K
3.47K $242K
JCI
Johnson Controls International PLC

Industrials
174
+ 3.01%
$76.12 - $90.6 $13.2K - $15.8K
5.96K $477K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
1.8K
+ 11.93%
$10.65 - $11.24 $19.2K - $20.2K
16.9K $180K
NAK
Northern Dynasty Minerals LTD

Basic Materials
17.5K
New
$0.58 - $1.22 $10.2K - $21.4K
17.5K $20K
PJAN
Innovator U.S. Equity Power Bu

ETFs
550
+ 10.38%
$41.09 - $43.24 $22.6K - $23.8K
5.85K $242K
CHGG
Chegg, Inc

Consumer Defensive
30K
New
$0.62 - $1.81 $18.6K - $54.3K
30K $19K
BCE
Bce Inc

Communication Services
916
+ 10.34%
$22.14 - $25.18 $20.3K - $23.1K
9.78K $224K
DVY
Ishares Tr

ETFs
39
+ 0.9%
$128.58 - $138.1 $5.01K - $5.39K
4.39K $589K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
251
+ 3.65%
$31.42 - $34.87 $7.89K - $8.75K
7.12K $239K
PHK
Pimco High Income Fund

Financial Services
3K
+ 2.96%
$4.85 - $4.98 $14.5K - $14.9K
104K $510K
DFAX
Dimensional ETF Tr
30
+ 0.24%
$24.45 - $27.2 $734 - $816
12.3K $322K
BSCU
Invesco Exc Self Ind Tr

ETFs
834
+ 6.82%
$16.2 - $16.64 $13.5K - $13.9K
13.1K $216K
PFL
Pimco Income Strategy Fund

Financial Services
902
+ 2.92%
$8.39 - $8.6 $7.57K - $7.76K
31.8K $273K
HTH
Hilltop Holdings Inc.

Financial Services
44
+ 0.57%
$27.15 - $32.77 $1.19K - $1.44K
7.72K $234K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
397
+ 1.08%
$42.38 - $43.28 $16.8K - $17.2K
37.2K $1.58M
XT
Ishares Tr Exponential Technol

ETFs
1.02K
+ 4.82%
$57.56 - $64.0 $58.9K - $65.5K
22.3K $1.28M
AOA
Ishares Tr Core Aggressive All

ETFs
177
+ 2.75%
$75.7 - $80.01 $13.4K - $14.2K
6.62K $506K
QSI
Quantum Si Inc

Healthcare
10K
New
$1.14 - $4.29 $11.4K - $43K
10K $12K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
343
+ 1.05%
$18.18 - $18.58 $6.24K - $6.37K
33K $610K
HFRO
Highland Income Fund\Ma

Financial Services
2.19K
+ 8.89%
$4.93 - $5.83 $10.8K - $12.8K
26.8K $139K
UBS
Ubs Group Ag

Financial Services
241
+ 3.36%
$30.28 - $35.78 $7.3K - $8.62K
7.42K $227K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
154
+ 0.52%
$20.05 - $20.4 $3.09K - $3.14K
30K $610K
NKSH
National Bankshares Inc

Financial Services
989
+ 12.75%
$26.55 - $30.25 $26.3K - $29.9K
8.75K $232K
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.09%
$330.16 - $365.55 $330 - $366
1.07K $372K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
495
+ 2.28%
$18.12 - $19.21 $8.97K - $9.51K
22.2K $404K
TRP
Tc Energy Corp

Energy
102
+ 1.66%
$44.29 - $49.27 $4.52K - $5.03K
6.26K $295K
PDP
Invesco Exchange Traded Fd Tr

ETFs
276
+ 10.62%
$96.95 - $116.13 $26.8K - $32.1K
2.88K $287K
WY
Weyerhaeuser CO

Real Estate
15
+ 0.2%
$27.29 - $31.39 $409 - $471
7.37K $215K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
287
+ 0.73%
$22.25 - $23.0 $6.39K - $6.6K
39.6K $909K
CARR
Carrier Global Corp

Industrials
1.29K
+ 8.24%
$62.07 - $70.55 $80.1K - $91K
16.9K $1.07M
DFS
Discover Financial Services

Financial Services
67
+ 3.4%
$152.99 - $203.25 $10.3K - $13.6K
2.04K $347K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
166
+ 0.56%
$19.43 - $19.62 $3.23K - $3.26K
30.1K $588K
WHR
Whirlpool Corp

Consumer Cyclical
704
+ 30.15%
$88.58 - $133.14 $62.4K - $93.7K
3.04K $273K
GAB
Gabelli Equity Trust Inc

Financial Services
16
+ 0.04%
$5.36 - $5.67 $85.8 - $90.7
39.4K $216K
HYD
Vaneck High Yield Muni ETF

ETFs
156
+ 3.42%
$50.79 - $52.53 $7.92K - $8.19K
4.72K $241K
ACHR
Archer Aviation Inc.

Industrials
94.2K
+ 37.38%
$6.8 - $11.51 $641K - $1.08M
346K $2.46M
PSEC
Prospect Capital Corp

Financial Services
1.92K
+ 11.59%
$4.1 - $4.45 $7.88K - $8.55K
18.5K $75K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.42%
$100.56 - $108.28 $1.21K - $1.3K
2.86K $294K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
16
+ 0.12%
$51.94 - $55.24 $831 - $884
13.8K $735K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
190
+ 13.37%
$203.38 - $274.79 $38.6K - $52.2K
1.61K $330K
ORCC
Owl Rock Capital Corp

Financial Services
125
+ 0.41%
N/A
30.8K $413K
AXON
Axon Enterprise, Inc.

Industrials
50
+ 14.04%
$496.65 - $710.01 $24.8K - $35.5K
406 $213K
ROUS
Hartford Multifactor Us Equity

ETFs
34
+ 0.37%
$49.44 - $53.78 $1.68K - $1.83K
9.33K $473K
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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