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
EFV
Msci Eafe Value ETF

ETFs
546
+ 1.51%
$51.88 - $60.73 $28.3K - $33.2K
36.8K $2.17M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
3.25K
+ 14.46%
$47.45 - $51.96 $154K - $169K
25.7K $1.33M
UNP
Union Pacific Corp

Industrials
281
+ 1.17%
$225.21 - $254.42 $63.3K - $71.5K
24.3K $5.73M
ICE
Intercontinental Exchange, Inc.

Financial Services
35
+ 0.32%
$142.8 - $176.36 $5K - $6.17K
10.9K $1.87M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
19.7K
+ 6.17%
$67.03 - $74.61 $1.32M - $1.47M
339K $23M
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.63K
+ 1.06%
$29.82 - $30.1 $138K - $139K
441K $13.3M
SHOP
Shopify Inc.

Technology
5.44K
+ 20.59%
$90.59 - $129.31 $492K - $703K
31.8K $3.04M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2.31K
+ 0.64%
$21.23 - $22.14 $49.1K - $51.2K
364K $8.02M
MPC
Marathon Petroleum Corp

Energy
561
+ 2.35%
$134.72 - $159.03 $75.6K - $89.2K
24.4K $3.56M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
7.34K
+ 111.79%
$31.06 - $33.33 $228K - $245K
13.9K $436K
CAG
Conagra Brands Inc.

Consumer Defensive
22.2K
+ 6.51%
$23.9 - $27.67 $530K - $614K
363K $9.68M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.28K
+ 3.35%
$30.38 - $34.94 $69.3K - $79.7K
70.3K $2.41M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.63K
+ 21.07%
$77.7 - $78.94 $204K - $207K
15.1K $1.19M
DGRO
Ishares Core Dividend Growth E

ETFs
2.46K
+ 1.68%
$60.46 - $64.42 $149K - $159K
149K $9.21M
FSIG
First Tr ETF Iv LTD Duration I
10.9K
+ 24.75%
$18.74 - $19.04 $204K - $208K
55K $1.04M
COF
Capital One Financial Corp

Financial Services
1.07K
+ 12.85%
$163.87 - $209.82 $175K - $223K
9.35K $1.68M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.29K
+ 3.32%
$50.82 - $52.7 $116K - $120K
71K $3.73M
FTLS
First Tr Long/Short Equity ETF

ETFs
4.14K
+ 8.97%
$63.42 - $68.17 $263K - $282K
50.3K $3.22M
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.77K
+ 15.51%
$32.5 - $33.3 $155K - $159K
35.5K $1.18M
FPE
First Tr Pfd Secs & Income ETF

ETFs
10.6K
+ 8.05%
$17.53 - $17.87 $186K - $190K
143K $2.51M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.77K
+ 2.74%
$49.22 - $51.73 $136K - $143K
104K $5.24M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.72K
+ 23.81%
$89.18 - $104.04 $242K - $283K
14.1K $1.29M
VTI
Vanguard Total Stock Market Et

ETFs
2.03K
+ 7.81%
$271.18 - $303.12 $550K - $615K
28K $7.69M
GD
General Dynamics Corp

Industrials
290
+ 3.04%
$241.94 - $272.58 $70.2K - $79K
9.82K $2.68M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
6.18K
+ 28.14%
$21.48 - $22.98 $133K - $142K
28.1K $632K
GLW
Corning Inc

Technology
4.15K
+ 27.16%
$44.91 - $54.25 $186K - $225K
19.4K $889K
JPEM
Jp Morgan Diversified Return

ETFs
2.57K
+ 8.33%
$50.81 - $54.04 $130K - $139K
33.4K $1.76M
IYW
Ishares Dj Us Tech ETF

ETFs
1.45K
+ 63.94%
$140.44 - $166.79 $203K - $241K
3.71K $521K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.24K
+ 6.1%
$497.6 - $606.74 $616K - $751K
21.5K $10.7M
SLB
Schlumberger Limited

Energy
2.1K
+ 10.79%
$38.4 - $43.74 $80.8K - $92K
21.6K $902K
ED
Consolidated Edison Inc

Utilities
125
+ 2.0%
$88.0 - $110.59 $11K - $13.8K
6.37K $704K
ZS
Zscaler, Inc.

Technology
500
+ 19.93%
$181.66 - $216.87 $90.8K - $108K
3.01K $597K
MELI
Mercadolibre Inc

Consumer Cyclical
15
+ 3.27%
$1739.0 - $2260.0 $26.1K - $33.9K
474 $924K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.15K
+ 1.23%
$49.78 - $53.19 $157K - $167K
260K $13.3M
SUB
Ishares Short Term National Mu

ETFs
1.28K
+ 26.21%
$105.3 - $106.24 $134K - $135K
6.14K $648K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.2K
+ 7.45%
$51.52 - $52.37 $113K - $115K
31.8K $1.66M
IXUS
Ishares Tr

ETFs
242
+ 0.76%
$65.06 - $72.31 $15.7K - $17.5K
32.1K $2.24M
F
Ford Motor CO

Consumer Cyclical
11.9K
+ 11.71%
$9.12 - $10.43 $109K - $125K
114K $1.14M
SRLN
Ssga Active Trust

ETFs
3.64K
+ 14.17%
$41.02 - $41.99 $149K - $153K
29.4K $1.21M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.04K
+ 35.92%
$33.98 - $39.84 $171K - $201K
19.1K $652K
MS
Morgan Stanley

Financial Services
1.57K
+ 25.08%
$111.68 - $141.08 $175K - $221K
7.8K $910K
VIG
Vanguard Dividend Appreciation

ETFs
675
+ 0.8%
N/A
85.2K $15.5M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
31
+ 0.08%
$46.55 - $51.16 $1.44K - $1.59K
39.3K $1.95M
XLI
Industrial Sector Spdr

ETFs
1.37K
+ 1.61%
$128.78 - $141.67 $176K - $194K
86.3K $11.3M
VFH
Vanguard Financial ETF

ETFs
945
+ 53.3%
$114.07 - $127.34 $108K - $120K
2.72K $324K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.71K
+ 2.21%
$50.44 - $50.7 $86.4K - $86.8K
79.1K $4.01M
PGR
Progressive Corp

Financial Services
52
+ 2.42%
$235.61 - $291.22 $12.3K - $15.1K
2.2K $621K
ZLAB
Zai Lab LTD

Healthcare
529
+ 6.02%
$24.29 - $38.35 $12.8K - $20.3K
9.32K $336K
TSCO
Tractor Supply CO

Consumer Cyclical
369
+ 0.89%
$51.66 - $57.94 $19.1K - $21.4K
41.7K $2.3M
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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