Kingsview Wealth Management, LLC Incresed Positions in Q3 2024

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
1.03K
+ 18.33%
$92.07 - $106.96 $94.4K - $110K
6.62K $689K
VST
Vistra Corp.

Utilities
379
+ 12.18%
$69.0 - $119.06 $26.2K - $45.1K
3.49K $413K
TMUS
T Mobile Us, Inc.

Communication Services
24
+ 0.52%
$175.14 - $206.36 $4.2K - $4.95K
4.6K $950K
AMP
Ameriprise Financial Inc

Financial Services
49
+ 1.75%
$391.53 - $469.81 $19.2K - $23K
2.86K $1.34M
WELL
Welltower Inc.

Real Estate
200
+ 4.2%
$104.0 - $129.74 $20.8K - $25.9K
4.97K $635K
VFC
V F Corp

Consumer Cyclical
1.26K
+ 7.19%
$12.74 - $19.95 $16.1K - $25.2K
18.8K $375K
OTIS
Otis Worldwide Corp

Industrials
820
+ 13.05%
$91.43 - $104.43 $75K - $85.6K
7.1K $738K
KMI
Kinder Morgan, Inc.

Energy
521
+ 0.95%
$19.72 - $22.22 $10.3K - $11.6K
55.3K $1.22M
JCI
Johnson Controls International PLC

Industrials
1.1K
+ 25.34%
$65.52 - $77.61 $72K - $85.3K
5.44K $421K
PHM
Pultegroup Inc

Consumer Cyclical
113
+ 3.25%
$103.95 - $144.98 $11.7K - $16.4K
3.59K $514K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
496
+ 1.36%
$52.1 - $59.66 $25.8K - $29.6K
37.1K $2.2M
IOO
Ishares Tr Global 100 ETF

ETFs
507
+ 1.6%
$89.63 - $100.83 $45.4K - $51.1K
32.3K $3.2M
BCE
Bce Inc

Communication Services
3.25K
+ 43.25%
$31.33 - $36.08 $102K - $117K
10.8K $374K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
135
+ 3.14%
$256.4 - $289.78 $34.6K - $39.1K
4.44K $1.26M
EXC
Exelon Corp

Utilities
331
+ 1.71%
$34.24 - $40.55 $11.3K - $13.4K
19.7K $798K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.2K
+ 3.9%
$19.78 - $23.53 $23.8K - $28.3K
32K $742K
CACI
Caci International Inc

Technology
298
+ 59.24%
$427.76 - $427.76 $127K - $127K
801 $342K
DVY
Ishares Tr

ETFs
5
+ 0.06%
$119.99 - $135.74 $600 - $679
8.85K $1.2M
KGC
Kinross Gold Corp

Basic Materials
12.1K
+ 93.57%
$8.02 - $9.84 $96.7K - $119K
24.9K $233K
LHX
L3 Harris Technologies, Inc.

Industrials
306
+ 7.68%
$221.96 - $243.27 $67.9K - $74.4K
4.29K $1.02M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
419
+ 2.18%
$39.95 - $45.86 $16.7K - $19.2K
19.7K $898K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.18K
+ 15.65%
$50.15 - $51.27 $110K - $112K
16.1K $827K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
2.29K
+ 21.32%
$43.5 - $45.75 $99.4K - $105K
13K $594K
VOT
Vanguard Mid Cap Growth Index

ETFs
91
+ 1.29%
$218.05 - $243.47 $19.8K - $22.2K
7.15K $1.74M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
514
+ 3.5%
$75.47 - $83.18 $38.8K - $42.8K
15.2K $1.26M
SCHX
Schwab Strategic Tr Us Large C

ETFs
607
+ 2.78%
$61.11 - $67.85 $37.1K - $41.2K
22.4K $1.52M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
138
+ 2.05%
$125.95 - $142.04 $17.4K - $19.6K
6.86K $974K
IGRO
Ishares Tr International Divid

ETFs
395
+ 3.19%
$66.7 - $75.25 $26.3K - $29.7K
12.8K $952K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
727
+ 12.89%
$101.72 - $112.94 $74K - $82.1K
6.37K $719K
FITB
Fifth Third Bancorp

Financial Services
1.18K
+ 11.47%
$36.01 - $43.64 $42.5K - $51.5K
11.5K $490K
WDAY
Workday, Inc.

Technology
43
+ 0.85%
$207.75 - $264.68 $8.93K - $11.4K
5.09K $1.24M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
978
+ 12.16%
$60.13 - $68.17 $58.8K - $66.7K
9.02K $610K
APYX
Apyx Medical Corp

Healthcare
93.4K
+ 301.07%
$1.01 - $1.46 $94.4K - $136K
124K $154K
ARCC
Ares Capital Corp

Financial Services
4.99K
+ 6.3%
$19.8 - $21.28 $98.8K - $106K
84.3K $1.76M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
1.62K
+ 3.24%
$19.97 - $21.77 $32.3K - $35.2K
51.5K $1.11M
BOTZ
Global X Fds

ETFs
1.47K
+ 3.06%
$27.68 - $32.27 $40.6K - $47.3K
49.5K $1.59M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
47
+ 0.53%
$127.29 - $141.5 $5.98K - $6.65K
8.9K $1.24M
SHW
Sherwin Williams CO

Basic Materials
79
+ 8.97%
$294.65 - $384.0 $23.3K - $30.3K
960 $366K
EFG
Msci Eafe Growth ETF

ETFs
491
+ 5.43%
$96.84 - $108.77 $47.5K - $53.4K
9.54K $1.03M
DEO
Diageo PLC

Consumer Defensive
517
+ 25.7%
$120.02 - $140.77 $62.1K - $72.8K
2.53K $354K
SNY
Sanofi

Healthcare
794
+ 15.55%
$48.54 - $58.53 $38.5K - $46.5K
5.9K $340K
MSTR
Microstrategy Inc

Technology
3.41K
+ 852.5%
$114.3 - $1800.09 $390K - $6.14M
3.81K $642K
C
Citigroup Inc

Financial Services
1.62K
+ 11.11%
$56.11 - $67.61 $90.8K - $109K
16.2K $1.01M
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.61K
+ 4.95%
$50.32 - $50.75 $80.8K - $81.5K
34K $1.73M
IBB
Ishares Biotechnology ETF

ETFs
438
+ 14.11%
$135.09 - $149.47 $59.2K - $65.5K
3.54K $515K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
1.87K
+ 34.5%
$40.83 - $43.12 $76.2K - $80.5K
7.28K $311K
HBAN
Huntington Bancshares Inc

Financial Services
3.73K
+ 16.98%
$12.84 - $15.15 $47.9K - $56.5K
25.7K $377K
TPR
Tapestry, Inc.

Consumer Cyclical
1.35K
+ 25.32%
$36.29 - $47.94 $48.8K - $64.5K
6.66K $312K
ECL
Ecolab Inc.

Basic Materials
137
+ 4.71%
$228.86 - $255.76 $31.4K - $35K
3.05K $777K
Activity Summary
Buys All Purchases 670 New Holdings 137 Increased Positions 533 Sells All Sells 361 Reductions 361 Sold out 0 Options Calls 0 Puts 0
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