Kingsview Wealth Management, LLC Incresed Positions in Q3 2024

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BALT
Innovator Etfs Tr
1.44M
+ 669.56%
$29.76 - $30.83 $42.8M - $44.3M
1.65M $51M
XLU
Utilities Sector Spdr

ETFs
411K
+ 1894.84%
$67.67 - $80.78 $27.8M - $33.2M
433K $34.9M
XLB
Select Sector Spdr Fd Material

ETFs
268K
+ 2384.28%
$86.95 - $97.09 $23.3M - $26M
279K $26.9M
MPRO
Northern Lts Fd Tr Iv Monarch
425K
+ 9.65%
$27.68 - $30.49 $11.8M - $13M
4.83M $147M
XLRE
Select Sector Spdr Tr Real Est

ETFs
420K
+ 132.63%
$38.04 - $45.36 $16M - $19M
736K $32.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
92.4K
+ 9.5%
$113.41 - $125.62 $10.5M - $11.6M
1.07M $134M
MAMB
Northern Lts Fd Tr Iv Monarch
475K
+ 13.87%
$21.89 - $23.58 $10.4M - $11.2M
3.9M $90.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
22.7K
+ 34.38%
$475.2 - $527.7 $10.8M - $12M
88.6K $46.8M
MBCC
Northern Lts Fd Tr Iv Monarch
205K
+ 7.05%
$31.17 - $34.91 $6.39M - $7.16M
3.11M $108M
BND
Vanguard Bd Index Fd Inc Total

ETFs
155K
+ 25.17%
$71.45 - $75.64 $11M - $11.7M
768K $57.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
163K
+ 21.3%
$57.8 - $60.8 $9.41M - $9.89M
927K $56M
XLP
Consumer Staples Sector Spdr

ETFs
148K
+ 82.52%
$76.04 - $76.04 $11.2M - $11.2M
327K $24.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19.5K
+ 49.87%
$405.19 - $478.57 $7.9M - $9.33M
58.6K $27M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
183K
+ 56.69%
$59.61 - $60.15 $10.9M - $11M
505K $30.3M
GE
General Electric CO

Industrials
22.2K
+ 11.77%
$156.66 - $189.66 $3.48M - $4.21M
211K $39.7M
IAU
Ishares Gold Trust

ETFs
152K
+ 48.02%
$44.06 - $50.5 $6.72M - $7.7M
470K $23.4M
DG
Dollar General Corp

Consumer Defensive
103K
+ 5567.44%
$80.41 - $132.42 $8.25M - $13.6M
104K $8.83M
IEF
Ishares Barclays

ETFs
73.9K
+ 45.65%
$92.67 - $99.14 $6.85M - $7.32M
236K $23.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
76.6K
+ 108.75%
$89.91 - $101.33 $6.89M - $7.76M
147K $14.4M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
61K
+ 2386.46%
$97.96 - $124.99 $5.98M - $7.62M
63.6K $7.92M
ITB
Ishares Tr

ETFs
59K
+ 1096.47%
$97.52 - $128.64 $5.76M - $7.59M
64.4K $8.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
11.5K
+ 35.91%
$517.38 - $573.86 $5.92M - $6.57M
43.3K $24.9M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
258K
+ 121.42%
$26.14 - $27.97 $6.74M - $7.21M
470K $13M
AMT
American Tower Corp

Real Estate
6.97K
+ 5.1%
$192.27 - $242.73 $1.34M - $1.69M
144K $33.4M
XLV
Select Sector Spdr Fund Health

ETFs
36.2K
+ 24.86%
$143.3 - $157.24 $5.19M - $5.7M
182K $28M
MA
Mastercard Inc

Financial Services
6.73K
+ 10.82%
$429.6 - $500.99 $2.89M - $3.37M
69K $34.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.43K
+ 191.57%
$3305.62 - $4268.05 $4.73M - $6.11M
2.18K $9.17M
CRM
Salesforce, Inc.

Technology
15.5K
+ 13.41%
$238.42 - $276.53 $3.7M - $4.29M
131K $35.9M
TXN
Texas Instruments Inc

Technology
28.4K
+ 73.88%
$194.6 - $194.6 $5.53M - $5.53M
66.9K $13M
V
Visa Inc.

Financial Services
13.3K
+ 11.08%
$253.74 - $291.56 $3.39M - $3.89M
134K $36.8M
AMZN
Amazon Com Inc

Consumer Cyclical
43.5K
+ 10.04%
$161.02 - $200.0 $7.01M - $8.71M
477K $88.9M
NFLX
Netflix Inc

Communication Services
4.57K
+ 9.4%
$598.55 - $722.26 $2.74M - $3.3M
53.2K $37.7M
COST
Costco Wholesale Corp

Consumer Defensive
3K
+ 6.26%
$801.83 - $917.05 $2.41M - $2.75M
50.9K $45.2M
AMGN
Amgen Inc

Healthcare
12.4K
+ 37.85%
$309.38 - $337.38 $3.85M - $4.19M
45.3K $14.6M
META
Meta Platforms, Inc.

Communication Services
2.59K
+ 6.61%
$453.41 - $572.44 $1.17M - $1.48M
41.8K $23.9M
MCD
Mcdonalds Corp

Consumer Cyclical
2.89K
+ 5.34%
$245.82 - $304.51 $710K - $879K
57K $17.4M
BMY
Bristol Myers Squibb CO

Healthcare
61.9K
+ 189.13%
$39.66 - $51.75 $2.46M - $3.21M
94.7K $4.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
65.3K
+ 34.37%
$47.95 - $49.61 $3.13M - $3.24M
255K $12.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
28.3K
+ 187.12%
$103.87 - $117.59 $2.94M - $3.33M
43.4K $5.09M
MRK
Merck & Co., Inc.

Healthcare
55.4K
+ 19.13%
$111.15 - $128.97 $6.16M - $7.15M
345K $39.2M
TRGP
Targa Resources Corp.

Energy
21.8K
+ 764.09%
$127.86 - $156.46 $2.79M - $3.41M
24.7K $3.65M
RTX
Raytheon Technologies Corp

Industrials
22K
+ 79.03%
$99.55 - $123.34 $2.19M - $2.71M
49.7K $6.02M
IWV
Ishares Russell 3000 ETF

ETFs
9.81K
+ 706.56%
$294.75 - $326.73 $2.89M - $3.2M
11.2K $3.66M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
33K
+ 117.77%
$83.76 - $91.82 $2.76M - $3.03M
61K $5.57M
JNJ
Johnson & Johnson

Healthcare
5.31K
+ 3.61%
$145.48 - $167.38 $772K - $888K
152K $24.7M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
26.5K
+ 348.86%
$104.5 - $114.97 $2.77M - $3.05M
34.1K $3.91M
AVGO
Broadcom Inc.

Technology
89.3K
+ 1039.6%
$136.27 - $1745.86 $12.2M - $156M
97.9K $16.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
60.3K
+ 199.58%
$50.25 - $50.74 $3.03M - $3.06M
90.5K $4.59M
UNM
Unum Group

Financial Services
50.8K
+ 1020.33%
$49.81 - $59.44 $2.53M - $3.02M
55.7K $3.31M
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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