Kingsview Wealth Management, LLC Incresed Positions in Q2 2025

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVS
Novartis Ag

Healthcare
150
+ 2.06%
$101.96 - $121.01 $15.3K - $18.2K
7.42K $898K
RS
Reliance Steel & Aluminum CO

Basic Materials
3
+ 0.09%
$262.08 - $316.81 $786 - $950
3.23K $1.01M
PPG
Ppg Industries Inc

Basic Materials
365
+ 4.45%
$91.66 - $115.04 $33.5K - $42K
8.57K $974K
SNPS
Synopsys Inc

Technology
29
+ 4.02%
$380.9 - $517.66 $11K - $15K
751 $385K
FITB
Fifth Third Bancorp

Financial Services
983
+ 5.49%
$33.32 - $41.51 $32.8K - $40.8K
18.9K $777K
CTAS
Cintas Corp

Industrials
119
+ 4.37%
$190.11 - $227.66 $22.6K - $27.1K
2.84K $632K
OEF
Ishares S&P 100 ETF

ETFs
273
+ 4.67%
N/A
6.12K $1.63M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
79
+ 0.23%
$56.84 - $65.5 $4.49K - $5.17K
34.7K $2.27M
WMS
Advanced Drainage Systems, Inc.

Industrials
259
+ 3.78%
$96.79 - $123.55 $25.1K - $32K
7.12K $817K
OTIS
Otis Worldwide Corp

Industrials
1.02K
+ 14.11%
$90.88 - $104.3 $92.7K - $106K
8.25K $816K
PNR
Pentair PLC

Industrials
113
+ 2.98%
$76.17 - $103.58 $8.61K - $11.7K
3.91K $401K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
663
+ 12.68%
$48.22 - $60.41 $32K - $40.1K
5.89K $351K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
328
+ 1.09%
$22.92 - $28.05 $7.52K - $9.2K
30.4K $852K
FNK
First Trust Mid Cap Value Alph

ETFs
338
+ 1.02%
$43.24 - $51.76 $14.6K - $17.5K
33.4K $1.73M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
4
+ 0.02%
$15.84 - $20.94 $63.4 - $83.8
22.2K $465K
DIV
Global X Superdividend Us ETF

ETFs
3.51K
+ 10.67%
N/A
36.4K $625K
IEMG
Ishares Inc

ETFs
1.08K
+ 6.69%
N/A
17.1K $919K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
2.14K
+ 19.5%
$21.85 - $22.76 $46.6K - $48.6K
13.1K $297K
ARES
Ares Management Corp

Financial Services
63
+ 4.03%
$118.04 - $175.83 $7.44K - $11.1K
1.63K $281K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.95K
+ 11.02%
$24.32 - $24.81 $47.5K - $48.5K
19.7K $488K
CF
Cf Industries Holdings, Inc.

Basic Materials
163
+ 6.27%
$68.47 - $102.48 $11.2K - $16.7K
2.76K $254K
NXPI
Nxp Semiconductors N.V.

Technology
8
+ 0.47%
$153.5 - $218.72 $1.23K - $1.75K
1.72K $374K
STT
State Street Corp

Financial Services
74
+ 3.07%
$75.33 - $106.34 $5.57K - $7.87K
2.49K $264K
IJUL
Innovator Etfs Tr

ETFs
794
+ 9.52%
$27.51 - $31.94 $21.8K - $25.4K
9.13K $291K
TRV
Travelers Companies, Inc.

Financial Services
23
+ 0.17%
$233.83 - $276.34 $5.38K - $6.36K
13.8K $3.7M
CASY
Caseys General Stores Inc

Consumer Cyclical
6
+ 1.0%
$415.82 - $510.91 $2.49K - $3.07K
604 $308K
VTWO
Vanguard Russell 2000 ETF

ETFs
137
+ 2.53%
$70.56 - $87.22 $9.67K - $11.9K
5.55K $483K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
593
+ 4.04%
$50.09 - $51.09 $29.7K - $30.3K
15.3K $780K
VRSK
Verisk Analytics, Inc.

Industrials
2
+ 0.06%
$277.03 - $321.33 $554 - $643
3.16K $983K
CVX
Chevron Corp

Energy
17.7K
+ 17.12%
$133.73 - $168.51 $2.37M - $2.99M
121K $17.4M
RF
Regions Financial Corp

Financial Services
1.03K
+ 9.68%
$18.34 - $23.52 $18.9K - $24.3K
11.7K $275K
DFAX
Dimensional ETF Tr
151
+ 1.23%
$23.37 - $29.39 $3.53K - $4.44K
12.5K $366K
NEE
Nextera Energy Inc

Utilities
3.68K
+ 2.53%
$64.11 - $75.0 $236K - $276K
149K $10.3M
MET
Metlife Inc

Financial Services
509
+ 8.93%
$68.42 - $82.49 $34.8K - $42K
6.21K $499K
WDAY
Workday, Inc.

Technology
50
+ 1.11%
$210.47 - $274.71 $10.5K - $13.7K
4.54K $1.09M
IFRA
Ishares Tr

ETFs
464
+ 10.45%
$40.97 - $49.19 $19K - $22.8K
4.91K $241K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
651
+ 0.49%
$50.36 - $50.68 $32.8K - $33K
132K $6.71M
PSA
Public Storage

Real Estate
160
+ 12.75%
$266.31 - $309.77 $42.6K - $49.6K
1.42K $415K
ET
Energy Transfer LP

Energy
7.63K
+ 3.57%
$15.65 - $18.93 $119K - $144K
221K $4.01M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
359
+ 1.36%
$85.42 - $94.39 $30.7K - $33.9K
26.8K $2.51M
NUE
Nucor Corp

Basic Materials
56
+ 1.66%
$103.22 - $131.43 $5.78K - $7.36K
3.44K $445K
PCAR
Paccar Inc

Industrials
505
+ 12.85%
$86.4 - $99.09 $43.6K - $50K
4.43K $421K
PAPR
Innovator U.S. Equity Power Bu

ETFs
510
+ 4.42%
$33.22 - $37.29 $16.9K - $19K
12K $449K
FIW
First Trust Water ETF

ETFs
9
+ 0.18%
$90.26 - $108.05 $812 - $972
5.04K $543K
XEL
Xcel Energy Inc

Utilities
821
+ 11.91%
$65.65 - $72.39 $53.9K - $59.4K
7.72K $525K
SIVR
Abrdn Silver ETF Trust

ETFs
420
+ 3.81%
$28.36 - $35.37 $11.9K - $14.9K
11.4K $393K
RFV
Invesco Exchange Traded Fd Tr

ETFs
66
+ 1.73%
$97.97 - $121.24 $6.47K - $8K
3.88K $469K
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
115
+ 0.21%
$4.62 - $5.95 $531 - $684
56K $332K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
863
+ 3.56%
$25.27 - $27.14 $21.8K - $23.4K
25.1K $681K
Activity Summary
Buys All Purchases 666 New Holdings 150 Increased Positions 516 Sells All Sells 427 Reductions 427 Sold out 0 Options Calls 2 Puts 0
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