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
XLE
Energy Sector Spdr

ETFs
9.34K
+ 32.8%
$84.35 - $93.39 $788K - $872K
37.8K $3.32M
CAT
Caterpillar Inc

Industrials
78
+ 0.67%
$316.8 - $391.12 $24.7K - $30.5K
11.7K $4.59M
FVD
First Tr Value Line Divid Inde

ETFs
7.32K
+ 9.3%
$40.45 - $45.49 $296K - $333K
86.1K $3.92M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
6.39K
+ 16.69%
$81.1 - $89.18 $518K - $569K
44.6K $3.92M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
4.5K
+ 20.58%
$102.5 - $112.27 $461K - $505K
26.3K $2.95M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.32K
+ 6.27%
$65.15 - $72.97 $281K - $315K
73.2K $5.34M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
15.5K
+ 179.61%
$33.89 - $41.64 $527K - $647K
24.2K $963K
FDN
First Tr Fd Dow Jones

ETFs
2.93K
+ 48.83%
$183.68 - $212.48 $538K - $623K
8.93K $1.89M
PM
Philip Morris International Inc.

Consumer Defensive
2.75K
+ 17.1%
$101.25 - $127.45 $278K - $350K
18.8K $2.28M
XOM
Exxon Mobil Corp

Energy
3.17K
+ 2.44%
$109.72 - $119.0 $348K - $377K
133K $15.6M
FTCS
First Trust Capital Strength E

ETFs
679
+ 0.81%
$83.58 - $90.94 $56.8K - $61.7K
84.5K $7.67M
USB
Us Bancorp \De\

Financial Services
3.01K
+ 3.79%
$39.04 - $47.23 $118K - $142K
82.5K $3.77M
BK
Bank Of New York Mellon Corp

Financial Services
7.54K
+ 128.99%
$59.54 - $72.17 $449K - $544K
13.4K $961K
ACN
Accenture PLC

Technology
240
+ 2.28%
$295.44 - $355.81 $70.9K - $85.4K
10.8K $3.81M
LLY
Eli Lilly & CO

Healthcare
1.85K
+ 3.5%
$772.14 - $960.02 $1.43M - $1.78M
54.7K $48.4M
ITW
Illinois Tool Works Inc

Industrials
1.48K
+ 17.16%
$233.14 - $263.97 $346K - $391K
10.1K $2.65M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
5.46K
+ 4.85%
$46.07 - $50.3 $251K - $274K
118K $5.93M
BNDX
Vanguard Total International B

ETFs
10.8K
+ 47.56%
$48.42 - $50.35 $524K - $545K
33.6K $1.69M
RDVY
First Trust Rising Dividend Ac

ETFs
4.39K
+ 6.13%
$53.68 - $59.24 $236K - $260K
76K $4.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.3K
+ 48.48%
$44.24 - $49.47 $458K - $512K
31.7K $1.57M
OMC
Omnicom Group Inc.

Communication Services
2.59K
+ 11.93%
$87.69 - $103.9 $227K - $269K
24.3K $2.51M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.02K
+ 15.21%
$51.29 - $56.57 $360K - $397K
53.2K $3.01M
SPMD
Spdr Portfolio

ETFs
8.99K
+ 42.58%
$50.29 - $54.92 $452K - $494K
30.1K $1.65M
KBH
Kb Home

Consumer Cyclical
3.34K
+ 18.94%
$65.35 - $89.63 $218K - $299K
21K $1.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.4K
+ 2.13%
$60.84 - $67.51 $146K - $162K
115K $7.78M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
341
+ 0.79%
$116.88 - $129.79 $39.9K - $44.3K
43.6K $5.66M
IWF
Ishares Russell 1000 Gr ETF

ETFs
908
+ 4.86%
$332.02 - $382.76 $301K - $348K
19.6K $7.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.48K
+ 1.32%
$41.9 - $48.26 $62.1K - $71.6K
114K $5.43M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.84K
+ 74.65%
$112.99 - $126.45 $433K - $485K
8.97K $1.13M
DUHP
Dimensional ETF Tr Dimensional

ETFs
10.4K
+ 13.15%
$30.74 - $34.07 $321K - $355K
89.8K $3.06M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.66K
+ 26.41%
$74.26 - $78.84 $420K - $446K
27.1K $2.12M
URI
United Rentals, Inc.

Industrials
57
+ 2.0%
$627.41 - $814.1 $35.8K - $46.4K
2.91K $2.36M
OC
Owens Corning

Industrials
2.13K
+ 4.23%
$154.02 - $186.38 $328K - $397K
52.5K $9.26M
VOYA
Voya Financial, Inc.

Financial Services
3.78K
+ 15.23%
$64.58 - $79.22 $244K - $300K
28.6K $2.27M
STLD
Steel Dynamics Inc

Basic Materials
4.97K
+ 7.62%
N/A
70.2K $6.89M
SLV
I Shares Silver Trust

ETFs
13.6K
+ 30.08%
$24.33 - $29.38 $330K - $399K
58.7K $1.67M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.61K
+ 7.94%
$194.66 - $225.97 $313K - $363K
21.8K $4.8M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.65K
+ 9.91%
$57.22 - $80.08 $94.5K - $132K
18.3K $1.43M
COF
Capital One Financial Corp

Financial Services
2.67K
+ 51.32%
$131.42 - $153.05 $350K - $408K
7.86K $1.18M
PWR
Quanta Services, Inc.

Industrials
304
+ 3.66%
$239.58 - $298.23 $72.8K - $90.7K
8.62K $2.57M
NOW
Service Now, Inc.

Technology
196
+ 8.03%
$730.87 - $937.36 $143K - $184K
2.64K $2.36M
MUB
Ishares National Muni Bond ETF

ETFs
3.08K
+ 6.4%
$106.13 - $108.7 $327K - $335K
51.2K $5.56M
VB
Vanguard Small Cap ETF

ETFs
735
+ 5.58%
$214.77 - $237.72 $158K - $175K
13.9K $3.3M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
9.01K
+ 185.35%
$43.73 - $46.29 $394K - $417K
13.9K $640K
BAC
Bank Of America Corp

Financial Services
10.9K
+ 10.76%
$36.65 - $44.13 $400K - $481K
112K $4.46M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.92K
+ 38.39%
$116.79 - $133.54 $341K - $390K
10.5K $1.39M
PLD
Prologis, Inc.

Real Estate
1.09K
+ 5.41%
$111.95 - $132.43 $122K - $144K
21.2K $2.68M
GILD
Gilead Sciences, Inc.

Healthcare
1.63K
+ 8.9%
$66.59 - $83.99 $108K - $137K
19.9K $1.67M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.44K
+ 9.45%
$49.7 - $56.11 $419K - $473K
97.7K $5.37M
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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