Kingsview Wealth Management, LLC Incresed Positions in Q1 2025

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.09M
+ 567.92%
$100.34 - $100.68 $110M - $110M
1.28M $129M
SPG
Simon Property Group Inc

Real Estate
220K
+ 14747.79%
$159.48 - $187.78 $35M - $41.3M
221K $36.7M
DHR
Danaher Corp

Healthcare
168K
+ 410.75%
$201.62 - $250.59 $33.8M - $42M
208K $42.7M
META
Meta Platforms, Inc.

Communication Services
52.5K
+ 124.82%
$576.36 - $736.67 $30.2M - $38.6M
94.5K $54.5M
AAPL
Apple Inc.

Technology
139K
+ 24.12%
$209.68 - $247.1 $29.2M - $34.4M
716K $159M
MAMB
Northern Lts Fd Tr Iv Monarch
468K
+ 9.52%
$21.94 - $22.93 $10.3M - $10.7M
5.38M $123M
GE
General Electric CO

Industrials
18K
+ 7.73%
$168.59 - $212.13 $3.03M - $3.81M
250K $50.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
56.9K
+ 168.61%
$192.82 - $222.1 $11M - $12.6M
90.6K $17.5M
JPIE
J P Morgan Exchange Traded Fd
209K
+ 565.17%
$45.46 - $46.18 $9.49M - $9.64M
246K $11.3M
PHM
Pultegroup Inc

Consumer Cyclical
86K
+ 2709.96%
$101.09 - $118.51 $8.7M - $10.2M
89.2K $9.17M
ACN
Accenture PLC

Technology
28.3K
+ 264.48%
$300.91 - $398.25 $8.52M - $11.3M
39K $12.2M
TOL
Toll Brothers, Inc.

Consumer Cyclical
78.7K
+ 1536.51%
$103.02 - $140.69 $8.11M - $11.1M
83.9K $8.86M
LLY
Eli Lilly & CO

Healthcare
5.6K
+ 8.77%
$725.72 - $929.72 $4.06M - $5.21M
69.4K $57.4M
IBM
International Business Machines Corp

Technology
29K
+ 102.61%
$217.4 - $264.74 $6.31M - $7.68M
57.3K $14.2M
ADM
Archer Daniels Midland CO

Consumer Defensive
150K
+ 376.81%
$45.22 - $52.17 $6.78M - $7.82M
190K $9.11M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
281K
+ 182.29%
$24.5 - $24.95 $6.9M - $7.02M
436K $10.8M
MA
Mastercard Inc

Financial Services
9.01K
+ 11.82%
$504.67 - $576.31 $4.55M - $5.19M
85.2K $46.7M
CGUS
Capital Group Core Equity ETF
190K
+ 2612.3%
$33.08 - $36.62 $6.28M - $6.95M
197K $6.59M
NFLX
Netflix Inc

Communication Services
3.94K
+ 8.09%
$828.4 - $1058.6 $3.26M - $4.17M
52.6K $49.1M
BALT
Innovator Etfs Tr
175K
+ 98.8%
$31.31 - $31.89 $5.47M - $5.57M
351K $11M
TAP
Molson Coors Beverage CO

Consumer Defensive
68.2K
+ 40.46%
$52.44 - $62.91 $3.58M - $4.29M
237K $14.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
83.8K
+ 38.44%
$56.17 - $59.71 $4.71M - $5M
302K $17.2M
GLD
Spdr Gold Trust

ETFs
10.1K
+ 26.04%
$243.19 - $288.14 $2.46M - $2.91M
49K $14.1M
BMY
Bristol Myers Squibb CO

Healthcare
59.4K
+ 187.16%
$53.9 - $63.11 $3.2M - $3.75M
91.1K $5.55M
IEF
Ishares Barclays

ETFs
31.8K
+ 16.03%
$91.17 - $95.39 $2.9M - $3.03M
230K $21.9M
IAU
Ishares Gold Trust

ETFs
826
+ 0.23%
$49.74 - $58.96 $41.1K - $48.7K
361K $21.3M
MBB
Ishares Tr

ETFs
29K
+ 11.27%
$90.37 - $94.08 $2.62M - $2.73M
287K $26.9M
HIG
Hartford Financial Services Group, Inc.

Financial Services
22.6K
+ 72.04%
$106.31 - $123.73 $2.4M - $2.8M
54K $6.68M
FMC
Fmc Corp

Basic Materials
74.8K
+ 1727.27%
$34.54 - $56.38 $2.58M - $4.22M
79.1K $3.34M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
120K
+ 37.13%
$25.93 - $29.28 $3.11M - $3.51M
442K $12M
SNA
Snap On Inc

Industrials
8.46K
+ 417.01%
$324.09 - $358.62 $2.74M - $3.03M
10.5K $3.53M
OMFL
Invesco Exchange Traded Self I

ETFs
51.3K
+ 629.45%
$52.19 - $57.45 $2.67M - $2.94M
59.4K $3.17M
TPR
Tapestry, Inc.

Consumer Cyclical
36.7K
+ 518.41%
$65.63 - $89.21 $2.41M - $3.28M
43.8K $3.08M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
36.7K
+ 69.03%
$65.27 - $71.18 $2.4M - $2.61M
89.9K $5.96M
RWL
Invesco Exchange Traded Fd Tr

ETFs
23.8K
+ 102.7%
$96.9 - $104.39 $2.3M - $2.48M
46.9K $4.66M
ITW
Illinois Tool Works Inc

Industrials
9.87K
+ 95.43%
$244.9 - $274.48 $2.42M - $2.71M
20.2K $5.01M
LQD
Ishares Iboxx $ Investment Gra

ETFs
18.2K
+ 8.61%
$105.1 - $109.61 $1.91M - $1.99M
229K $24.9M
RTX
Raytheon Technologies Corp

Industrials
13.6K
+ 42.8%
$114.1 - $135.66 $1.56M - $1.85M
45.5K $6.02M
CI
Cigna Corp

Healthcare
1.44K
+ 4.1%
$274.49 - $329.0 $394K - $473K
36.5K $12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
69.1K
+ 16.36%
$27.01 - $28.54 $1.87M - $1.97M
492K $13.7M
ABBV
Abb Vie Inc.

Healthcare
87
+ 0.13%
$169.2 - $216.66 $14.7K - $18.8K
68.7K $14.4M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
48.7K
+ 65.49%
$42.4 - $44.11 $2.06M - $2.15M
123K $5.4M
RPM
Rpm International Inc

Basic Materials
20.4K
+ 71.97%
$114.03 - $128.31 $2.33M - $2.62M
48.8K $5.64M
DG
Dollar General Corp

Consumer Defensive
6.32K
+ 5.32%
$68.44 - $87.93 $433K - $556K
125K $11M
ELV
Elevance Health, Inc.

Healthcare
1.03K
+ 4.39%
$365.9 - $436.25 $377K - $450K
24.5K $10.7M
THO
Thor Industries Inc

Consumer Cyclical
26.8K
+ 664.24%
$75.81 - $105.39 $2.03M - $2.82M
30.8K $2.33M
MPRO
Northern Lts Fd Tr Iv Monarch
10.8K
+ 0.18%
$28.3 - $29.58 $306K - $320K
6.06M $175M
MCD
Mcdonalds Corp

Consumer Cyclical
2K
+ 3.43%
$279.74 - $321.29 $559K - $642K
60.2K $18.8M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
12K
+ 52.1%
$211.47 - $267.17 $2.54M - $3.21M
35.1K $7.41M
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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