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
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
35
+ 0.24%
$59.28 - $66.1 $2.07K - $2.31K
14.7K $936K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
344
+ 0.77%
$46.45 - $47.26 $16K - $16.3K
44.9K $2.12M
HEFA
Ishares Currency Hedged Msci E

ETFs
57
+ 0.23%
$34.83 - $37.52 $1.99K - $2.14K
24.4K $885K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
100
+ 1.52%
$128.74 - $138.67 $12.9K - $13.9K
6.69K $907K
SNPS
Synopsys Inc

Technology
159
+ 28.24%
$428.58 - $551.54 $68.1K - $87.7K
722 $309K
NSC
Norfolk Southern Corp

Industrials
66
+ 0.73%
$227.69 - $259.76 $15K - $17.1K
9.14K $2.17M
LNG
Cheniere Energy, Inc.

Energy
27
+ 1.57%
$209.32 - $253.66 $5.65K - $6.85K
1.75K $405K
IJUL
Innovator Etfs Tr

ETFs
743
+ 9.79%
$27.58 - $29.96 $20.5K - $22.3K
8.34K $242K
AON
Aon PLC

Financial Services
14
+ 2.17%
$348.44 - $409.32 $4.88K - $5.73K
659 $263K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
518
+ 3.97%
$11.66 - $14.98 $6.04K - $7.76K
13.6K $184K
ADBE
Adobe Inc.

Technology
3.04K
+ 16.34%
$377.84 - $464.11 $1.15M - $1.41M
21.7K $8.31M
SNOW
Snowflake Inc.

Technology
326
+ 13.36%
$146.16 - $192.78 $47.6K - $62.8K
2.77K $404K
RIO
Rio Tinto PLC

Basic Materials
371
+ 7.51%
$58.19 - $64.29 $21.6K - $23.9K
5.31K $318K
VIS
Vanguard Industrial ETF

ETFs
158
+ 9.12%
$243.63 - $273.99 $38.5K - $43.3K
1.89K $468K
KJUL
Innovator U.S. Small Cap Power

Technology
1.5K
+ 15.8%
$27.83 - $30.18 $41.6K - $45.1K
11K $306K
GS
Goldman Sachs Group Inc

Financial Services
251
+ 6.0%
$524.81 - $672.19 $132K - $169K
4.44K $2.42M
APYX
Apyx Medical Corp

Healthcare
39.9K
+ 29.47%
$1.0 - $1.72 $39.9K - $68.5K
175K $239K
MKC
Mccormick & CO Inc

Consumer Defensive
2
+ 0.05%
$71.24 - $84.73 $142 - $169
4.19K $345K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
3.08K
+ 11.9%
$13.81 - $14.82 $42.5K - $45.6K
28.9K $401K
WOW
Wide Open West, Inc.

Communication Services
5K
+ 26.32%
$4.13 - $5.13 $20.7K - $25.7K
24K $118K
HPQ
Hp Inc

Technology
1.99K
+ 31.28%
$27.69 - $34.72 $55.1K - $69.1K
8.36K $231K
SYF
Synchrony Financial

Financial Services
1.53K
+ 32.37%
$51.9 - $70.63 $79.5K - $108K
6.26K $331K
PBA
Pembina Pipeline Corp

Energy
47
+ 0.68%
$35.13 - $40.12 $1.65K - $1.89K
6.99K $279K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
494
+ 4.79%
$25.81 - $28.52 $12.8K - $14.1K
10.8K $297K
ES
Eversource Energy

Utilities
71
+ 1.83%
$55.63 - $63.8 $3.95K - $4.53K
3.94K $244K
JCI
Johnson Controls International PLC

Industrials
174
+ 3.01%
$76.12 - $90.6 $13.2K - $15.8K
5.96K $477K
BERY
Berry Global Group, Inc.

Consumer Cyclical
49
+ 1.43%
$64.35 - $73.03 $3.15K - $3.58K
3.47K $242K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
1.8K
+ 11.93%
$10.65 - $11.24 $19.2K - $20.2K
16.9K $180K
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
360
+ 0.65%
$4.96 - $5.5 $1.79K - $1.98K
55.9K $298K
DVY
Ishares Tr

ETFs
39
+ 0.9%
$128.58 - $138.1 $5.01K - $5.39K
4.39K $589K
PJAN
Innovator U.S. Equity Power Bu

ETFs
550
+ 10.38%
$41.09 - $43.24 $22.6K - $23.8K
5.85K $242K
BCE
Bce Inc

Communication Services
916
+ 10.34%
$22.14 - $25.18 $20.3K - $23.1K
9.78K $224K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
251
+ 3.65%
$31.42 - $34.87 $7.89K - $8.75K
7.12K $239K
PHK
Pimco High Income Fund

Financial Services
3K
+ 2.96%
$4.85 - $4.98 $14.5K - $14.9K
104K $510K
DFAX
Dimensional ETF Tr
30
+ 0.24%
$24.45 - $27.2 $734 - $816
12.3K $322K
BSCU
Invesco Exc Self Ind Tr

ETFs
834
+ 6.82%
$16.2 - $16.64 $13.5K - $13.9K
13.1K $216K
HTH
Hilltop Holdings Inc.

Financial Services
44
+ 0.57%
$27.15 - $32.77 $1.19K - $1.44K
7.72K $234K
PFL
Pimco Income Strategy Fund

Financial Services
902
+ 2.92%
$8.39 - $8.6 $7.57K - $7.76K
31.8K $273K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
397
+ 1.08%
$42.38 - $43.28 $16.8K - $17.2K
37.2K $1.58M
XT
Ishares Tr Exponential Technol

ETFs
1.02K
+ 4.82%
$57.56 - $64.0 $58.9K - $65.5K
22.3K $1.28M
AOA
Ishares Tr Core Aggressive All

ETFs
177
+ 2.75%
$75.7 - $80.01 $13.4K - $14.2K
6.62K $506K
HFRO
Highland Income Fund\Ma

Financial Services
2.19K
+ 8.89%
$4.93 - $5.83 $10.8K - $12.8K
26.8K $139K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
343
+ 1.05%
$18.18 - $18.58 $6.24K - $6.37K
33K $610K
NKSH
National Bankshares Inc

Financial Services
989
+ 12.75%
$26.55 - $30.25 $26.3K - $29.9K
8.75K $232K
UBS
Ubs Group Ag

Financial Services
241
+ 3.36%
$30.28 - $35.78 $7.3K - $8.62K
7.42K $227K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
154
+ 0.52%
$20.05 - $20.4 $3.09K - $3.14K
30K $610K
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.09%
$330.16 - $365.55 $330 - $366
1.07K $372K
TRP
Tc Energy Corp

Energy
102
+ 1.66%
$44.29 - $49.27 $4.52K - $5.03K
6.26K $295K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
495
+ 2.28%
$18.12 - $19.21 $8.97K - $9.51K
22.2K $404K
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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