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
VST
Vistra Corp.

Utilities
6.42K
+ 184.65%
$108.49 - $191.89 $697K - $1.23M
9.9K $1.16M
DUK
Duke Energy Corp

Utilities
294
+ 0.67%
$105.87 - $121.97 $31.1K - $35.9K
43.9K $5.35M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.05K
+ 57.36%
$80.53 - $147.57 $245K - $450K
8.36K $1.11M
AUR
Aurora Innovation, Inc.

Technology
86.7K
+ 63.54%
$6.1 - $10.19 $529K - $883K
223K $1.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.66K
+ 6.22%
$507.05 - $563.67 $2.87M - $3.19M
96.8K $49.7M
MMM
3 M CO

Industrials
96
+ 0.29%
$129.7 - $155.12 $12.5K - $14.9K
33.3K $4.89M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
5.29K
+ 17.78%
$106.44 - $113.12 $563K - $598K
35K $3.83M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
5.77K
+ 74.09%
$110.9 - $132.93 $640K - $767K
13.6K $1.54M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
15.3K
+ 170.79%
$36.63 - $37.45 $561K - $574K
24.3K $894K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
8.65K
+ 33.35%
$61.9 - $66.89 $536K - $579K
34.6K $2.2M
SHEL
Shell PLC

Energy
5K
+ 30.64%
$62.84 - $73.29 $314K - $367K
21.3K $1.56M
MUB
Ishares National Muni Bond ETF

ETFs
5.77K
+ 7.96%
$104.71 - $107.69 $605K - $622K
78.3K $8.26M
FDVV
Fidelity High Dividend ETF

ETFs
10.9K
+ 32.91%
$48.86 - $52.28 $530K - $567K
43.8K $2.17M
FTSL
First Trust Senior Ln Fund

ETFs
12K
+ 21.87%
$45.65 - $46.48 $549K - $559K
67K $3.06M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
26.1K
+ 39.51%
$20.7 - $21.15 $540K - $552K
92.2K $1.91M
BOND
Pimco Active Bond Exchange Tra

ETFs
5.02K
+ 39.31%
$89.27 - $92.9 $448K - $466K
17.8K $1.64M
SO
Southern CO

Utilities
1.73K
+ 5.04%
$80.96 - $92.96 $140K - $161K
36.1K $3.32M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.71K
+ 11.81%
$67.08 - $76.14 $249K - $282K
35.1K $2.59M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.63K
+ 42.37%
$76.94 - $78.28 $433K - $440K
18.9K $1.48M
COP
Conocophillips

Energy
2.77K
+ 10.25%
$88.6 - $105.85 $245K - $293K
29.8K $3.13M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.15K
+ 6.59%
$50.39 - $50.66 $410K - $413K
132K $6.67M
NGD
New Gold Inc.

Basic Materials
114K
+ 758.47%
$2.54 - $3.71 $289K - $422K
129K $477K
FTCS
First Trust Capital Strength E

ETFs
3.29K
+ 4.08%
$86.39 - $91.35 $284K - $300K
83.8K $7.51M
PG
Procter & Gamble CO

Consumer Defensive
1.26K
+ 1.57%
$158.56 - $176.26 $200K - $222K
81.8K $13.9M
BK
Bank Of New York Mellon Corp

Financial Services
4.01K
+ 30.4%
$75.42 - $88.95 $302K - $357K
17.2K $1.44M
NEAR
Blackrock Short Maturity Bond

ETFs
7.98K
+ 30.03%
$50.4 - $50.89 $402K - $406K
34.6K $1.76M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
248
+ 111.21%
$1187.71 - $1432.58 $295K - $355K
471 $674K
AEP
American Electric Power CO Inc

Utilities
181
+ 0.82%
$90.32 - $109.27 $16.3K - $19.8K
22.2K $2.43M
WM
Waste Management Inc

Industrials
149
+ 1.23%
$200.54 - $233.78 $29.9K - $34.8K
12.3K $2.85M
UBER
Uber Technologies, Inc

Technology
1.14K
+ 4.69%
$63.17 - $81.49 $71.9K - $92.7K
25.4K $1.85M
PFE
Pfizer Inc

Healthcare
22.6K
+ 14.18%
$25.01 - $27.13 $565K - $613K
182K $4.61M
NOC
Northrop Grumman Corp

Industrials
35
+ 0.41%
$433.45 - $513.82 $15.2K - $18K
8.56K $4.38M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
19.9K
+ 7.8%
$18.54 - $18.88 $369K - $376K
275K $5.14M
AJG
Arthur J. Gallagher & Co.

Financial Services
897
+ 91.34%
$275.89 - $345.24 $247K - $310K
1.88K $648K
ALL
Allstate Corp

Financial Services
1.46K
+ 33.33%
$180.99 - $210.18 $264K - $307K
5.84K $1.21M
FDL
First Tr Morningstar Dividend

ETFs
4.99K
+ 11.75%
$39.69 - $43.83 $198K - $219K
47.4K $2.06M
MCK
Mckesson Corp

Healthcare
37
+ 1.18%
$566.21 - $672.99 $20.9K - $24.9K
3.16K $2.13M
CAH
Cardinal Health Inc

Healthcare
2.2K
+ 97.08%
$118.02 - $137.77 $259K - $302K
4.46K $613K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
16.9K
+ 8.42%
$29.34 - $31.31 $496K - $530K
218K $6.47M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.86K
+ 25.9%
$97.25 - $104.79 $279K - $300K
13.9K $1.44M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.07K
+ 13.7%
$169.43 - $182.84 $350K - $378K
17.1K $2.97M
EMLP
First Tr Exchange Traded Iv

ETFs
5.13K
+ 7.14%
$35.79 - $38.28 $183K - $196K
76.9K $2.88M
HWM
Howmet Aerospace Inc.

Industrials
1.25K
+ 18.06%
$110.79 - $139.39 $139K - $175K
8.18K $1.06M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.48K
+ 17.89%
$237.72 - $276.98 $352K - $410K
9.75K $2.39M
YUM
Yum Brands Inc

Consumer Cyclical
160
+ 1.43%
$123.25 - $162.53 $19.7K - $26K
11.4K $1.79M
URA
Global X Uranium ETF

ETFs
18.6K
+ 50.31%
$22.92 - $30.98 $425K - $575K
55.5K $1.27M
WFC
Wells Fargo & Company

Financial Services
2.27K
+ 2.95%
$66.78 - $81.42 $152K - $185K
79.3K $5.69M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
5.42K
+ 44.81%
$46.86 - $50.66 $254K - $274K
17.5K $849K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
11.9K
+ 20.64%
$23.32 - $23.84 $278K - $284K
69.6K $1.63M
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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