Kingsview Wealth Management, LLC Purchases in Q2 2025

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EQR
Equity Residential

Real Estate
3.02K
New
$61.82 - $71.72 $187K - $217K
3.02K $203K
SE
Sea LTD

Consumer Cyclical
682
+ 21.34%
$105.57 - $170.4 $72K - $116K
3.88K $620K
RSG
Republic Services, Inc.

Industrials
820
New
$227.2 - $258.07 $186K - $212K
820 $202K
JBL
Jabil Inc

Technology
928
New
$116.88 - $218.1 $108K - $202K
928 $202K
NSC
Norfolk Southern Corp

Industrials
103
+ 1.13%
$206.34 - $257.46 $21.3K - $26.5K
9.25K $2.37M
FTS
Fortis Inc.

Utilities
4.2K
New
$44.42 - $49.76 $187K - $209K
4.2K $200K
VDC
Vanguard Consumer Staples ETF

ETFs
911
+ 75.29%
$204.89 - $224.73 $187K - $205K
2.12K $464K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.08K
+ 24.06%
$48.46 - $50.2 $198K - $205K
21K $1.04M
MAR
Marriott International Inc

Consumer Cyclical
208
+ 5.34%
$211.12 - $274.14 $43.9K - $57K
4.11K $1.12M
APYX
Apyx Medical Corp

Healthcare
16.5K
+ 9.42%
$0.83 - $2.25 $13.7K - $37.1K
192K $431K
DELL
Dell Technologies Inc.

Technology
923
+ 37.02%
$71.63 - $125.98 $66.1K - $116K
3.42K $418K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.88K
+ 10.44%
$40.82 - $43.14 $159K - $168K
41.1K $1.77M
CGGO
Capital Group Global Growth Eq

ETFs
3.6K
+ 18.51%
$25.31 - $32.17 $91.2K - $116K
23.1K $737K
DLR
Digital Realty Trust, Inc.

Real Estate
589
+ 24.4%
$136.11 - $177.69 $80.2K - $105K
3K $523K
CARR
Carrier Global Corp

Industrials
165
+ 0.97%
$55.55 - $75.83 $9.17K - $12.5K
17.1K $1.25M
CSX
Csx Corp

Industrials
239
+ 0.47%
$26.69 - $32.91 $6.38K - $7.87K
51.6K $1.68M
FTF
Franklin LTD Duration Income Trust

Financial Services
26.9K
New
$5.86 - $6.47 $158K - $174K
26.9K $172K
CGCP
Capital Group Core Plus Income

ETFs
7.23K
+ 4.18%
$21.92 - $22.56 $158K - $163K
180K $4.05M
IRBO
Ishares Robotics & Artificial

ETFs
5.29K
New
N/A
5.29K $169K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
1.87K
+ 5.35%
$95.52 - $109.98 $179K - $206K
36.9K $4M
EMLP
First Tr Exchange Traded Iv

ETFs
4.44K
+ 5.78%
$33.62 - $37.89 $149K - $168K
81.4K $3.05M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
11K
New
$13.74 - $15.66 $152K - $173K
11K $164K
VOE
Vanguard Mid Cap Value Index F

ETFs
676
+ 5.24%
$141.87 - $164.49 $95.9K - $111K
13.6K $2.23M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.65K
+ 24.92%
$55.54 - $69.09 $91.5K - $114K
8.26K $570K
HCA
Hca Healthcare, Inc.

Healthcare
259
+ 16.26%
$317.61 - $387.52 $82.3K - $100K
1.85K $709K
ROUS
Hartford Multifactor Us Equity

ETFs
2.38K
+ 25.5%
$45.36 - $53.69 $108K - $128K
11.7K $628K
AMP
Ameriprise Financial Inc

Financial Services
19
+ 0.66%
$422.19 - $533.73 $8.02K - $10.1K
2.9K $1.55M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
557
+ 3.94%
$82.17 - $99.96 $45.8K - $55.7K
14.7K $1.44M
VIS
Vanguard Industrial ETF

ETFs
315
+ 16.66%
$220.04 - $280.07 $69.3K - $88.2K
2.21K $617K
WM
Waste Management Inc

Industrials
793
+ 6.45%
$216.47 - $242.1 $172K - $192K
13.1K $3M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.94K
+ 49.91%
$49.98 - $50.26 $147K - $148K
8.84K $443K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
2.27K
+ 12.99%
$42.56 - $50.32 $96.8K - $114K
19.8K $995K
IGRO
Ishares Tr International Divid

ETFs
849
+ 6.88%
$66.32 - $80.17 $56.3K - $68.1K
13.2K $1.04M
F
Ford Motor CO

Consumer Cyclical
4.71K
+ 4.13%
$8.69 - $10.85 $40.9K - $51.1K
119K $1.29M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
3.15K
+ 22.66%
$28.75 - $33.88 $90.6K - $107K
17.1K $577K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
174
+ 0.44%
$34.72 - $42.74 $6.04K - $7.44K
39.6K $1.69M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
11.4K
New
$11.34 - $12.35 $129K - $140K
11.4K $135K
PPA
Invesco Exchange Traded Fd Tr

ETFs
45
+ 0.88%
$105.2 - $141.69 $4.73K - $6.38K
5.16K $731K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2
+ 0.01%
$57.14 - $72.68 $114 - $145
14.7K $1.07M
SPMD
Spdr Portfolio

ETFs
835
+ 3.01%
$44.89 - $54.38 $37.5K - $45.4K
28.5K $1.55M
IOO
Ishares Tr Global 100 ETF

ETFs
196
+ 2.0%
$84.95 - $107.81 $16.7K - $21.1K
9.99K $1.08M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.65K
+ 3.34%
$50.48 - $50.71 $134K - $134K
81.8K $4.15M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
928
+ 3.78%
$66.87 - $79.47 $62.1K - $73.7K
25.5K $2.02M
TJX
Tjx Companies Inc

Consumer Cyclical
339
+ 0.68%
$119.13 - $135.03 $40.4K - $45.8K
50K $6.18M
NTR
Nutrien Ltd.

Basic Materials
442
+ 3.96%
$46.88 - $62.89 $20.7K - $27.8K
11.6K $675K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
9.16K
+ 83.53%
$12.71 - $14.52 $116K - $133K
20.1K $279K
HBAN
Huntington Bancshares Inc

Financial Services
4.51K
+ 17.86%
$12.49 - $16.76 $56.4K - $75.6K
29.8K $499K
SCHA
Schwab Strategic Tr Us Small C

ETFs
689
+ 1.27%
$20.42 - $25.3 $14.1K - $17.4K
54.8K $1.39M
ARCC
Ares Capital Corp

Financial Services
6.11K
+ 7.58%
$18.91 - $22.43 $116K - $137K
86.8K $1.91M
Activity Summary
Buys All Purchases 666 New Holdings 150 Increased Positions 516 Sells All Sells 427 Reductions 427 Sold out 0 Options Calls 2 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