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
DIS
Walt Disney CO

Communication Services
774
+ 1.92%
$81.72 - $124.01 $63.3K - $96K
41K $5.08M
TPR
Tapestry, Inc.

Consumer Cyclical
3.89K
+ 8.88%
$60.6 - $87.81 $236K - $341K
47.7K $4.19M
MBB
Ishares Tr

ETFs
11K
+ 3.83%
$91.41 - $94.22 $1M - $1.03M
298K $27.9M
HON
Honeywell International Inc

Industrials
1.05K
+ 2.74%
$182.86 - $232.88 $193K - $245K
39.6K $9.21M
JPSE
J P Morgan Diversified Return

ETFs
19K
+ 22.12%
$38.2 - $45.49 $726K - $864K
105K $4.77M
PM
Philip Morris International Inc.

Consumer Defensive
2.92K
+ 14.49%
$149.23 - $184.95 $436K - $540K
23.1K $4.21M
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.2K
+ 3.14%
$105.23 - $109.61 $757K - $789K
237K $25.9M
GLD
Spdr Gold Trust

ETFs
516
+ 1.05%
$273.71 - $316.29 $141K - $163K
49.5K $15.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
17K
+ 15.9%
$47.46 - $55.3 $806K - $939K
124K $6.82M
PSLV
Sprott Physical Silver Trust

Financial Services
52.5K
+ 10.59%
$9.98 - $12.51 $524K - $657K
548K $6.71M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.98K
+ 2.36%
$90.5 - $114.3 $179K - $226K
85.9K $9.8M
GLDM
World Gold Trust

ETFs
13.6K
+ 105.31%
$58.96 - $67.97 $802K - $924K
26.5K $1.74M
MSTR
Microstrategy Inc

Technology
380
+ 5.7%
$237.95 - $421.61 $90.4K - $160K
7.05K $2.85M
AMAT
Applied Materials Inc

Technology
1.81K
+ 12.21%
$126.95 - $183.52 $230K - $332K
16.6K $3.04M
MRVL
Marvell Technology, Inc.

Technology
8.67K
+ 71.61%
$49.38 - $79.97 $428K - $693K
20.8K $1.61M
JHMM
John Hancock Multifactor Mid C

ETFs
11.8K
+ 35.5%
$50.32 - $61.13 $596K - $724K
45.2K $2.76M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
28.3K
+ 1.38%
$24.98 - $25.66 $707K - $726K
2.08M $53.3M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
9.57K
+ 12.72%
$50.39 - $60.05 $482K - $575K
84.8K $5.09M
CSCO
Cisco Systems, Inc.

Technology
4.14K
+ 5.74%
$53.19 - $69.38 $220K - $287K
76.3K $5.29M
PANW
Palo Alto Networks Inc

Technology
441
+ 2.09%
$152.44 - $204.64 $67.2K - $90.2K
21.6K $4.41M
COF
Capital One Financial Corp

Financial Services
2.32K
+ 24.85%
$150.57 - $212.76 $350K - $494K
11.7K $2.48M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.53K
+ 4.13%
$90.56 - $109.49 $320K - $387K
89.2K $9.74M
COIN
Coinbase Global, Inc.

Technology
1.36K
+ 79.1%
$151.47 - $375.07 $206K - $510K
3.08K $1.08M
VEA
Vanguard Ftse Developed Market

ETFs
4.29K
+ 4.97%
$45.65 - $57.01 $196K - $245K
90.6K $5.16M
BAC
Bank Of America Corp

Financial Services
2.7K
+ 2.33%
$34.39 - $47.46 $92.9K - $128K
119K $5.62M
LYB
Lyondell Basell Industries N.V.

Basic Materials
14.2K
+ 375.12%
$53.23 - $70.65 $757K - $1M
18K $1.04M
NOW
Service Now, Inc.

Technology
71
+ 2.44%
$721.65 - $1040.18 $51.2K - $73.9K
2.98K $3.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.19K
+ 7.94%
$82.96 - $110.1 $182K - $241K
29.8K $3.28M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.72K
+ 6.79%
$57.46 - $75.58 $156K - $206K
42.8K $3.23M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.62K
+ 3.5%
$27.3 - $31.8 $208K - $242K
225K $7.17M
SHOP
Shopify Inc.

Technology
595
+ 1.87%
$76.89 - $115.35 $45.7K - $68.6K
32.4K $3.74M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.77K
+ 4.42%
$43.53 - $54.46 $164K - $205K
89K $4.85M
AVUV
American Centy ETF Tr Avantis

ETFs
7.25K
+ 126.33%
$75.17 - $91.21 $545K - $661K
13K $1.18M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.54K
+ 24.12%
$116.93 - $119.39 $648K - $662K
28.5K $3.4M
CAT
Caterpillar Inc

Industrials
86
+ 0.78%
$273.94 - $388.21 $23.6K - $33.4K
11.2K $4.33M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
26.8K
+ 38.5%
$22.4 - $23.8 $600K - $638K
96.4K $2.29M
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.09K
+ 8.72%
$89.02 - $104.29 $364K - $426K
51K $5.31M
FPE
First Tr Pfd Secs & Income ETF

ETFs
34.5K
+ 24.21%
$16.93 - $17.81 $585K - $615K
177K $3.15M
DINO
Hf Sinclair Corp

Energy
13.3K
+ 160.3%
$25.91 - $41.85 $346K - $558K
21.7K $889K
UBER
Uber Technologies, Inc

Technology
989
+ 3.89%
$64.62 - $93.3 $63.9K - $92.3K
26.4K $2.46M
CVNA
Carvana Co.

Consumer Cyclical
53
+ 1.16%
$162.57 - $345.64 $8.62K - $18.3K
4.61K $1.55M
DUK
Duke Energy Corp

Utilities
6.38K
+ 14.53%
$112.46 - $124.05 $717K - $791K
50.3K $5.93M
ZS
Zscaler, Inc.

Technology
731
+ 24.29%
$174.67 - $315.32 $128K - $230K
3.74K $1.17M
HTRB
Hartford Fds Total Return Bd E

ETFs
16.9K
+ 41.85%
$33.14 - $34.12 $560K - $576K
57.3K $1.94M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
25.5K
+ 9.28%
$17.99 - $18.99 $459K - $485K
300K $5.71M
SNOW
Snowflake Inc.

Technology
1.55K
+ 55.98%
$130.53 - $223.77 $202K - $347K
4.32K $965K
NET
Cloudflare, Inc.

Technology
2.08K
+ 113.59%
$97.08 - $195.83 $202K - $408K
3.91K $766K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.74K
+ 20.22%
$101.93 - $128.63 $279K - $353K
16.3K $2.1M
TFC
Truist Financial Corp

Financial Services
6.23K
+ 4.03%
$34.79 - $42.99 $217K - $268K
161K $6.91M
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
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