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
FYC
First Trust Small Cap Growth A

ETFs
33.4K
+ 53.38%
$65.44 - $74.98 $2.18M - $2.5M
95.9K $7.13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.43K
+ 4.69%
$434.77 - $502.96 $1.93M - $2.23M
98.9K $48.3M
DGRO
Ishares Core Dividend Growth E

ETFs
38.2K
+ 37.89%
$57.47 - $62.76 $2.2M - $2.4M
139K $8.72M
UPS
United Parcel Service Inc

Industrials
19.8K
+ 97.84%
$123.32 - $147.38 $2.44M - $2.91M
40K $5.45M
VUG
Vanguard Growth ETF

ETFs
6.2K
+ 22.09%
$341.08 - $391.94 $2.11M - $2.43M
34.3K $13.2M
FYT
First Trust Small Cap

ETFs
41.9K
+ 55.6%
$50.68 - $58.56 $2.12M - $2.45M
117K $6.51M
VTV
Vanguard Value ETF

ETFs
11.5K
+ 31.37%
$159.75 - $174.57 $1.84M - $2.01M
48.2K $8.41M
HCA
Hca Healthcare, Inc.

Healthcare
5.9K
+ 396.1%
$315.12 - $406.43 $1.86M - $2.4M
7.39K $3M
NKE
Nike, Inc.

Consumer Cyclical
17.9K
+ 25.18%
$71.09 - $89.44 $1.28M - $1.6M
89.2K $7.88M
IWM
Ishares Russell 2000 ETF

ETFs
9.58K
+ 52.45%
$200.87 - $224.6 $1.92M - $2.15M
27.8K $6.15M
LOW
Lowes Companies Inc

Consumer Cyclical
1.86K
+ 5.12%
$213.3 - $270.78 $396K - $503K
38.2K $10.3M
ABBV
Abb Vie Inc.

Healthcare
2.27K
+ 3.16%
$163.84 - $199.33 $372K - $453K
74.1K $14.6M
IVV
Ishares Core S&P 500 ETF

ETFs
1.89K
+ 4.75%
$520.18 - $576.82 $985K - $1.09M
41.8K $24.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
43.4K
+ 145.12%
$49.93 - $51.15 $2.17M - $2.22M
73.4K $3.75M
CTVA
Corteva, Inc.

Basic Materials
37.2K
+ 468.83%
$50.72 - $58.78 $1.89M - $2.19M
45.2K $2.66M
AAN
Aaron'S Company, Inc.

Industrials
223K
+ 261.68%
$9.93 - $10.11 $2.22M - $2.26M
309K $3.07M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
43.3K
+ 50.66%
$50.52 - $50.95 $2.19M - $2.21M
129K $6.55M
O
Realty Income Corp

Real Estate
22.5K
+ 36.75%
$52.36 - $63.42 $1.18M - $1.42M
83.6K $5.3M
BLK
Black Rock Inc.

Financial Services
273
+ 2.49%
$782.27 - $949.51 $214K - $259K
11.3K $10.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17K
+ 19.55%
$77.02 - $85.06 $1.31M - $1.45M
104K $8.8M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
75.6K
+ 26.49%
$21.35 - $22.73 $1.61M - $1.72M
361K $8.13M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
19.7K
+ 64.89%
$77.23 - $87.97 $1.52M - $1.73M
50K $4.34M
CSCO
Cisco Systems, Inc.

Technology
10.7K
+ 4.69%
$44.74 - $53.22 $480K - $571K
239K $12.7M
MDLZ
Mondelez International, Inc.

Consumer Defensive
14.3K
+ 14.26%
$64.35 - $75.71 $919K - $1.08M
114K $8.43M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.4K
+ 18.85%
$92.63 - $105.69 $1.34M - $1.52M
91K $9.48M
WU
Western Union CO

Financial Services
148K
+ 293.3%
$11.35 - $12.97 $1.68M - $1.92M
198K $2.36M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
16K
+ 47.02%
$85.03 - $94.56 $1.36M - $1.51M
50.1K $4.66M
MRO
Marathon Oil Corp

Energy
64.4K
+ 559.97%
$25.87 - $29.26 $1.67M - $1.88M
75.9K $2.02M
ENB
Enbridge Inc

Energy
35.7K
+ 76.93%
$35.27 - $41.18 $1.26M - $1.47M
82.1K $3.33M
EQT
Eqt Corp

Energy
46.6K
+ 23.18%
$30.21 - $37.21 $1.41M - $1.73M
248K $9.08M
IBM
International Business Machines Corp

Technology
2.3K
+ 10.13%
$175.1 - $223.38 $402K - $513K
25K $5.53M
VEA
Vanguard Ftse Developed Market

ETFs
25K
+ 30.6%
$47.6 - $53.31 $1.19M - $1.33M
107K $5.64M
JPM
Jpmorgan Chase & CO

Financial Services
2.84K
+ 2.46%
$194.9 - $224.8 $553K - $638K
118K $24.9M
CGCP
Capital Group Core Plus Income

ETFs
63.9K
+ 61.17%
$22.12 - $23.31 $1.41M - $1.49M
168K $3.89M
KR
Kroger CO

Consumer Defensive
5.93K
+ 3.61%
$50.43 - $57.3 $299K - $340K
170K $9.75M
PHYS
Sprott Physical Gold Trust

Financial Services
71.4K
+ 184.94%
$18.12 - $20.72 $1.29M - $1.48M
110K $2.24M
SSNC
Ss&C Technologies Holdings Inc

Technology
242
+ 0.19%
$61.42 - $76.46 $14.9K - $18.5K
129K $9.54M
OKE
Oneok Inc

Energy
14.6K
+ 90.55%
$78.62 - $95.27 $1.15M - $1.4M
30.8K $2.81M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15.6K
+ 14.46%
$91.42 - $91.82 $1.43M - $1.43M
124K $11.3M
BC
Brunswick Corp

Consumer Cyclical
4.54K
+ 4.81%
$69.46 - $84.53 $315K - $383K
98.9K $8.29M
TAP
Molson Coors Beverage CO

Consumer Defensive
8.05K
+ 5.62%
$49.94 - $57.52 $402K - $463K
151K $8.71M
ITA
Ishares Tr

ETFs
8.57K
+ 150.84%
$131.58 - $149.64 $1.13M - $1.28M
14.3K $2.13M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
31.8K
+ 423.74%
$37.39 - $42.2 $1.19M - $1.34M
39.3K $1.66M
ADP
Automatic Data Processing Inc

Industrials
1.01K
+ 3.62%
$233.44 - $279.45 $235K - $282K
28.9K $7.99M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.1K
+ 16.11%
$117.9 - $128.2 $837K - $910K
51.2K $6.56M
DHR
Danaher Corp

Healthcare
953
+ 2.57%
$239.25 - $280.76 $228K - $268K
38.1K $10.6M
CMCSA
Comcast Corp

Communication Services
11.9K
+ 3.86%
$37.33 - $41.78 $446K - $499K
321K $13.4M
AXP
American Express CO

Financial Services
1.76K
+ 8.6%
$225.92 - $271.17 $398K - $478K
22.3K $6.04M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
48.9K
+ 64.03%
$24.39 - $25.28 $1.19M - $1.24M
125K $3.15M
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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