Kingsview Wealth Management, LLC Incresed Positions in Q2 2025

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MPRO
Northern Lts Fd Tr Iv Monarch
2.08M
+ 34.32%
$27.23 - $29.79 $56.6M - $61.9M
8.14M $242M
WMT
Walmart Inc.

Consumer Defensive
403K
+ 411.27%
$81.79 - $99.98 $33M - $40.3M
501K $49M
TXN
Texas Instruments Inc

Technology
178K
+ 240.1%
N/A
253K $49.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
319K
+ 25.01%
$96.84 - $99.46 $30.9M - $31.7M
1.59M $158M
ADBE
Adobe Inc.

Technology
80.8K
+ 372.65%
$340.0 - $420.68 $27.5M - $34M
102K $39.6M
COST
Costco Wholesale Corp

Consumer Defensive
30.4K
+ 145.4%
$908.13 - $1056.85 $27.6M - $32.2M
51.4K $50.9M
SPYG
Spdr Portfolio

ETFs
74.5K
+ 5.83%
$71.83 - $95.32 $5.35M - $7.1M
1.35M $129M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
61.5K
+ 67.89%
$171.4 - $227.1 $10.5M - $14M
152K $34.5M
XLK
Technology Sector Spdr

ETFs
17.9K
+ 8.23%
$179.73 - $253.23 $3.21M - $4.53M
235K $59.5M
AVGO
Broadcom Inc.

Technology
705
+ 0.62%
$146.29 - $275.65 $103K - $194K
114K $31.5M
MBCC
Northern Lts Fd Tr Iv Monarch
64.6K
+ 2.3%
$29.69 - $36.49 $1.92M - $2.36M
2.87M $105M
XLV
Select Sector Spdr Fund Health

ETFs
94.6K
+ 51.52%
$128.77 - $144.3 $12.2M - $13.6M
278K $37.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.26K
+ 9.57%
$456.74 - $568.03 $4.23M - $5.26M
106K $60.2M
SYF
Synchrony Financial

Financial Services
141K
+ 2246.01%
$43.81 - $66.74 $6.16M - $9.38M
147K $9.8M
BAH
Booz Allen Hamilton Holding Corp

Industrials
89.7K
+ 1111.94%
$99.97 - $129.69 $8.97M - $11.6M
97.8K $10.2M
OC
Owens Corning

Industrials
65.3K
+ 1521.98%
$126.32 - $147.75 $8.25M - $9.65M
69.6K $9.57M
XLF
Financial Sector Spdr

ETFs
153K
+ 52.32%
$43.92 - $52.37 $6.74M - $8.04M
447K $23.4M
XLC
Select Sector Spdr Tr Communic

ETFs
31.3K
+ 8.25%
$86.13 - $108.53 $2.7M - $3.4M
411K $44.6M
EMR
Emerson Electric CO

Industrials
55.1K
+ 205.2%
$94.15 - $133.33 $5.19M - $7.35M
82K $10.9M
UNH
Unitedhealth Group Inc

Healthcare
30.6K
+ 329.14%
$274.35 - $599.47 $8.4M - $18.4M
39.9K $12.5M
OMFL
Invesco Exchange Traded Self I

ETFs
123K
+ 207.5%
$48.43 - $57.78 $5.97M - $7.12M
183K $10.6M
KMI
Kinder Morgan, Inc.

Energy
229K
+ 394.4%
$25.21 - $29.4 $5.78M - $6.74M
288K $8.45M
HEFA
Ishares Currency Hedged Msci E

ETFs
175K
+ 717.73%
$32.11 - $38.21 $5.62M - $6.69M
199K $7.57M
SO
Southern CO

Utilities
72.1K
+ 199.85%
$84.91 - $92.56 $6.12M - $6.68M
108K $9.94M
BALT
Innovator Etfs Tr
182K
+ 51.76%
$30.33 - $32.1 $5.52M - $5.84M
533K $17.1M
FDN
First Tr Fd Dow Jones

ETFs
20.5K
+ 190.98%
$200.29 - $269.33 $4.1M - $5.51M
31.2K $8.4M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
133K
+ 2338.83%
$38.18 - $45.52 $5.1M - $6.08M
139K $6.09M
JPM
Jpmorgan Chase & CO

Financial Services
885
+ 0.71%
$210.28 - $289.91 $186K - $257K
125K $36.3M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
68.6K
+ 195.36%
$65.84 - $80.81 $4.52M - $5.54M
104K $8.31M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
99.5K
+ 234.16%
$41.45 - $54.46 $4.12M - $5.42M
142K $7.39M
IDV
Ishares Tr

ETFs
153K
+ 460.24%
$27.79 - $34.84 $4.24M - $5.32M
186K $6.41M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
72.1K
+ 1425.94%
$56.88 - $70.77 $4.1M - $5.1M
77.2K $5.46M
VFH
Vanguard Financial ETF

ETFs
40K
+ 1471.41%
$104.87 - $127.3 $4.19M - $5.09M
42.7K $5.44M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
42.9K
+ 626.42%
$107.61 - $119.09 $4.61M - $5.11M
49.7K $5.9M
EFV
Msci Eafe Value ETF

ETFs
76.1K
+ 206.7%
$52.4 - $64.65 $3.99M - $4.92M
113K $7.16M
MAMB
Northern Lts Fd Tr Iv Monarch
152K
+ 2.82%
$22.4 - $23.23 $3.4M - $3.53M
5.53M $128M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
100K
+ 1546.67%
$41.9 - $50.31 $4.21M - $5.05M
107K $5.15M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
33.1K
+ 9.76%
$60.34 - $74.89 $2M - $2.48M
372K $27.8M
CRM
Salesforce, Inc.

Technology
13K
+ 8.54%
$236.26 - $291.15 $3.08M - $3.79M
165K $45.1M
XLI
Industrial Sector Spdr

ETFs
18.2K
+ 21.06%
$116.42 - $147.52 $2.12M - $2.68M
105K $15.4M
XLY
Select Sector Spdr Consumer Di

ETFs
11.6K
+ 15.44%
$176.34 - $218.59 $2.04M - $2.53M
86.5K $18.8M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
67.9K
+ 468.97%
$50.34 - $51.86 $3.42M - $3.52M
82.4K $4.23M
TSLA
Tesla, Inc.

Consumer Cyclical
1.99K
+ 4.19%
$221.86 - $362.89 $442K - $723K
49.5K $15.7M
KO
Coca Cola CO

Consumer Defensive
47.5K
+ 64.99%
$68.37 - $73.9 $3.25M - $3.51M
121K $8.54M
CGDV
Capital Group Divid Value ETF

ETFs
78K
+ 149.35%
$31.93 - $39.49 $2.49M - $3.08M
130K $5.14M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
35.7K
+ 16.03%
$91.43 - $91.74 $3.26M - $3.27M
258K $23.7M
SSNC
Ss&C Technologies Holdings Inc

Technology
40.3K
+ 33.31%
$71.96 - $83.42 $2.9M - $3.36M
161K $13.3M
PULS
Pgim ETF Tr

ETFs
63.9K
+ 71.95%
$49.39 - $49.76 $3.16M - $3.18M
153K $7.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
54.8K
+ 18.17%
$51.14 - $57.0 $2.8M - $3.12M
357K $20.3M
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
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