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
WY
Weyerhaeuser CO

Real Estate
15
+ 0.2%
$27.29 - $31.39 $409 - $471
7.37K $215K
PDP
Invesco Exchange Traded Fd Tr

ETFs
276
+ 10.62%
$96.95 - $116.13 $26.8K - $32.1K
2.88K $287K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
287
+ 0.73%
$22.25 - $23.0 $6.39K - $6.6K
39.6K $909K
CARR
Carrier Global Corp

Industrials
1.29K
+ 8.24%
$62.07 - $70.55 $80.1K - $91K
16.9K $1.07M
WHR
Whirlpool Corp

Consumer Cyclical
704
+ 30.15%
$88.58 - $133.14 $62.4K - $93.7K
3.04K $273K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
166
+ 0.56%
$19.43 - $19.62 $3.23K - $3.26K
30.1K $588K
DFS
Discover Financial Services

Financial Services
67
+ 3.4%
$152.99 - $203.25 $10.3K - $13.6K
2.04K $347K
ACHR
Archer Aviation Inc.

Industrials
94.2K
+ 37.38%
$6.8 - $11.51 $641K - $1.08M
346K $2.46M
HYD
Vaneck High Yield Muni ETF

ETFs
156
+ 3.42%
$50.79 - $52.53 $7.92K - $8.19K
4.72K $241K
GAB
Gabelli Equity Trust Inc

Financial Services
16
+ 0.04%
$5.36 - $5.67 $85.8 - $90.7
39.4K $216K
PSEC
Prospect Capital Corp

Financial Services
1.92K
+ 11.59%
$4.1 - $4.45 $7.88K - $8.55K
18.5K $75K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
16
+ 0.12%
$51.94 - $55.24 $831 - $884
13.8K $735K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
190
+ 13.37%
$203.38 - $274.79 $38.6K - $52.2K
1.61K $330K
AXON
Axon Enterprise, Inc.

Industrials
50
+ 14.04%
$496.65 - $710.01 $24.8K - $35.5K
406 $213K
ORCC
Owl Rock Capital Corp

Financial Services
125
+ 0.41%
N/A
30.8K $413K
ROUS
Hartford Multifactor Us Equity

ETFs
34
+ 0.37%
$49.44 - $53.78 $1.68K - $1.83K
9.33K $473K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
12
+ 0.12%
$93.32 - $95.35 $1.12K - $1.14K
10.1K $947K
FFIN
First Financial Bankshares Inc

Financial Services
116
+ 0.44%
$34.78 - $38.52 $4.03K - $4.47K
26.8K $961K
IVE
Ishares S&P 500 Value ETF

ETFs
14
+ 0.29%
$185.78 - $198.58 $2.6K - $2.78K
4.77K $909K
Proshares Tr
24.9K
+ 36.17%
N/A
93.8K $0
T Rowe Price ETF Inc
2.22K
+ 12.34%
N/A
20.2K $0
Proshares Tr
45.8K
+ 405.65%
N/A
57K $0
Schwab Strategic Tr
10K
+ 15.93%
N/A
73.1K $0
YALL
Tidal ETF Tr God Bless Amer Et
1.24K
+ 7.1%
N/A
18.6K $0
Proshares Tr
27.6K
+ 212.08%
N/A
40.6K $0
Reddit Inc
1.66K
+ 41.75%
N/A
5.65K $0
Wisdomtree Tr
11K
+ 29.51%
N/A
48.2K $0
First Tr Exchng Traded Fd Vi
209
+ 0.41%
N/A
50.9K $0
Invesco Actively Managed Exc
101K
+ 45.68%
N/A
321K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
552
+ 5.0%
N/A
11.6K $0
Ea Series Trust
28.4K
+ 120.39%
N/A
51.9K $0
Ea Series Trust
483
+ 6.48%
N/A
7.94K $0
Ishares Bitcoin Trust ETF
13.3K
+ 17.64%
N/A
89K $0
Capital Group New Geography
4.65K
+ 28.58%
N/A
20.9K $0
Capital Group International
17.3K
+ 70.09%
N/A
42K $0
ILCG
Ishares Morningstar Growth ETF
149
+ 1.25%
N/A
12.1K $0
J P Morgan Exchange Traded F
13.8K
+ 37.18%
N/A
51K $0
J P Morgan Exchange Traded F
15.2K
+ 220.1%
N/A
22.1K $0
JGRO
J P Morgan Exchange Traded Fd
8.71K
+ 40.23%
N/A
30.4K $0
KOCT
Innovator Laddered Fund Of U.S
172
+ 0.48%
N/A
36.1K $0
SFLR
Innovator Etfs Tr Equity Manag
1.21M
+ 344.28%
N/A
1.56M $0
Fidelity Covington Trust
161
+ 1.07%
N/A
15.2K $0
First Tr Exchng Traded Fd Vi
466
+ 4.46%
N/A
10.9K $0
FSCO
Fs Cr Opportunities Corp Com
696
+ 0.8%
N/A
88K $0
Ge Vernova Inc
562
+ 7.49%
N/A
8.06K $0
First Tr Exchng Traded Fd Vi
140
+ 0.11%
N/A
126K $0
GIGB
Goldman Sachs ETF Access Invt
603
+ 5.31%
N/A
12K $0
Gsk PLC
271
+ 1.81%
N/A
15.2K $0
Hartford Fds Exchange Traded
616
+ 7.0%
N/A
9.42K $0
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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