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
QBTS
D Wave Quantum Inc.

Technology
14.4K
+ 143.95%
$3.83 - $11.18 $55.3K - $161K
24.4K $185K
IOO
Ishares Tr Global 100 ETF

ETFs
1.43K
+ 17.1%
$96.2 - $105.12 $138K - $150K
9.79K $942K
HLNE
Hamilton Lane Inc

Financial Services
593
+ 3.63%
$137.87 - $170.18 $81.8K - $101K
16.9K $2.52M
CHKP
Check Point Software Technologies LTD

Technology
75
+ 3.97%
$179.88 - $231.31 $13.5K - $17.3K
1.97K $448K
MSTR
Microstrategy Inc

Technology
354
+ 5.6%
$239.27 - $396.5 $84.7K - $140K
6.67K $1.92M
BSX
Boston Scientific Corp

Healthcare
172
+ 2.62%
$89.38 - $106.18 $15.4K - $18.3K
6.74K $679K
NTR
Nutrien Ltd.

Basic Materials
817
+ 7.9%
$45.28 - $53.84 $37K - $44K
11.2K $554K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
387
+ 5.99%
$107.24 - $116.37 $41.5K - $45K
6.85K $796K
FIX
Comfort Systems Usa Inc

Industrials
480
+ 76.07%
$313.26 - $550.27 $150K - $264K
1.11K $358K
FXO
First Tr Exchange Traded Fd Fi

ETFs
2.32K
+ 8.01%
$50.93 - $57.24 $118K - $133K
31.3K $1.66M
CGGO
Capital Group Global Growth Eq

ETFs
3.5K
+ 21.97%
$28.33 - $30.84 $99.3K - $108K
19.5K $551K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.08K
+ 19.47%
$58.01 - $64.46 $62.5K - $69.4K
6.61K $410K
SJNK
Spdr Bloomberg Short Term High

ETFs
4.24K
+ 1.73%
$25.08 - $25.64 $106K - $109K
249K $6.26M
ABC
Amerisourcebergen Corp

Healthcare
457
+ 21.13%
N/A
2.62K $485K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
423
+ 3.95%
$68.32 - $75.06 $28.9K - $31.8K
11.1K $831K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
315
+ 0.79%
$18.63 - $21.12 $5.87K - $6.65K
40.4K $834K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
845
+ 16.8%
$90.0 - $96.32 $76.1K - $81.4K
5.88K $542K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.93K
+ 8.39%
$51.3 - $56.76 $99.2K - $110K
25K $1.32M
VRT
Vertiv Holdings CO

Industrials
832
+ 14.17%
N/A
6.71K $581K
SCHO
Schwab Short Term Us Treasury

ETFs
2.49K
+ 6.33%
$24.1 - $24.34 $60.1K - $60.7K
41.9K $1.02M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
725
+ 16.1%
$47.66 - $57.45 $34.6K - $41.7K
5.23K $284K
DIV
Global X Superdividend Us ETF

ETFs
3.97K
+ 13.72%
N/A
32.9K $565K
SUN
Sunoco LP

Energy
65
+ 0.69%
$51.29 - $59.25 $3.33K - $3.85K
9.53K $553K
PH
Parker Hannifin Corp

Industrials
196
+ 10.34%
$591.65 - $707.05 $116K - $139K
2.09K $1.27M
CEG
Constellation Energy Corp

Utilities
773
+ 19.91%
$201.63 - $347.44 $156K - $269K
4.66K $938K
EOG
Eog Resources Inc

Energy
338
+ 8.76%
$120.54 - $138.05 $40.7K - $46.7K
4.2K $538K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
453
+ 4.25%
$110.75 - $119.78 $50.2K - $54.3K
11.1K $1.29M
TJX
Tjx Companies Inc

Consumer Cyclical
130
+ 0.26%
$112.81 - $126.16 $14.7K - $16.4K
49.7K $6.05M
ATO
Atmos Energy Corp

Utilities
3
+ 0.07%
$136.51 - $154.58 $410 - $464
4.17K $644K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.22K
+ 9.18%
$46.82 - $47.8 $57K - $58.2K
14.5K $681K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
537
+ 4.59%
$33.63 - $37.64 $18.1K - $20.2K
12.2K $452K
CASY
Caseys General Stores Inc

Consumer Cyclical
90
+ 17.72%
$378.71 - $442.54 $34.1K - $39.8K
598 $259K
FNDF
Schwab Fundamental Intl Large

ETFs
743
+ 7.13%
$32.9 - $37.45 $24.4K - $27.8K
11.2K $403K
ARCC
Ares Capital Corp

Financial Services
1.6K
+ 2.03%
$21.28 - $23.81 $34.1K - $38.2K
80.7K $1.79M
OXSQ
Oxford Square Capital Corp.

Financial Services
16K
+ 23.38%
$2.51 - $2.85 $40.2K - $45.6K
84.4K $220K
VCR
Vanguard Consumer Discretionar

ETFs
276
+ 36.17%
$318.51 - $391.75 $87.9K - $108K
1.04K $338K
MU
Micron Technology Inc

Technology
436
+ 8.96%
$86.89 - $109.38 $37.9K - $47.7K
5.3K $460K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
167
+ 4.68%
$408.78 - $448.82 $68.3K - $75K
3.74K $1.57M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.86K
+ 11.72%
$24.29 - $24.65 $45.2K - $45.8K
17.7K $436K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
422
+ 1.39%
$42.18 - $45.16 $17.8K - $19.1K
30.8K $1.37M
PSA
Public Storage

Real Estate
165
+ 15.14%
$288.99 - $313.98 $47.7K - $51.8K
1.26K $375K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.02K
+ 6.41%
$49.69 - $50.76 $50.8K - $51.9K
17K $847K
KHC
Kraft Heinz CO

Consumer Defensive
1.66K
+ 11.56%
$28.51 - $32.22 $47.4K - $53.6K
16.1K $488K
SNY
Sanofi

Healthcare
55
+ 0.94%
$48.15 - $59.42 $2.65K - $3.27K
5.94K $329K
BGB
Blackstone Strategic Credit Fund

Financial Services
4.03K
+ 22.3%
$11.96 - $12.62 $48.2K - $50.9K
22.1K $267K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
3.62K
+ 4.62%
$24.66 - $26.1 $89.4K - $94.6K
82.1K $2.05M
STWD
Starwood Property Trust, Inc.

Real Estate
1.61K
+ 11.4%
$18.41 - $20.53 $29.7K - $33.1K
15.8K $311K
PAYC
Paycom Software, Inc.

Technology
114
+ 8.36%
$199.42 - $225.82 $22.7K - $25.7K
1.48K $322K
MCO
Moodys Corp

Financial Services
106
+ 13.55%
$437.8 - $527.48 $46.4K - $55.9K
888 $413K
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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