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
IAPR
Innovator Etfs Tr Internationa

ETFs
644
+ 8.35%
$25.9 - $29.24 $16.7K - $18.8K
8.36K $244K
UBS
Ubs Group Ag

Financial Services
220
+ 2.96%
$26.12 - $33.82 $5.75K - $7.44K
7.64K $258K
MTB
M&T Bank Corp

Financial Services
11
+ 0.58%
$156.58 - $193.99 $1.72K - $2.13K
1.91K $370K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
580
+ 10.31%
$34.34 - $40.99 $19.9K - $23.8K
6.2K $252K
IVE
Ishares S&P 500 Value ETF

ETFs
37
+ 0.78%
$168.34 - $195.42 $6.23K - $7.23K
4.81K $939K
PDP
Invesco Exchange Traded Fd Tr

ETFs
50
+ 1.74%
$89.44 - $108.59 $4.47K - $5.43K
2.93K $317K
PAYC
Paycom Software, Inc.

Technology
36
+ 2.44%
$193.07 - $265.71 $6.95K - $9.57K
1.51K $350K
FISV
Fiserv Inc

Technology
213
+ 3.43%
N/A
6.43K $805K
QSI
Quantum Si Inc

Healthcare
10K
+ 99.88%
$1.08 - $2.05 $10.8K - $20.5K
20K $39K
PRK
Park National Corp

Financial Services
8
+ 0.48%
$141.75 - $170.63 $1.13K - $1.37K
1.66K $277K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
200
+ 4.09%
$37.51 - $45.52 $7.5K - $9.1K
5.09K $230K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
380
+ 5.04%
$37.73 - $43.54 $14.3K - $16.5K
7.93K $342K
NI
Nisource Inc.

Utilities
570
+ 6.32%
$37.11 - $40.64 $21.2K - $23.2K
9.59K $386K
BGB
Blackstone Strategic Credit Fund

Financial Services
2.04K
+ 9.23%
$10.85 - $12.12 $22.2K - $24.7K
24.2K $292K
NAK
Northern Dynasty Minerals LTD

Basic Materials
15K
+ 85.59%
$0.8 - $1.55 $12K - $23.3K
32.5K $43K
XLE
Energy Sector Spdr

ETFs
5.79K
+ 10.69%
$76.44 - $94.13 $442K - $545K
59.9K $5.08M
DOV
Dover Corp

Industrials
21
+ 0.88%
$151.14 - $186.7 $3.17K - $3.92K
2.42K $443K
CHKP
Check Point Software Technologies LTD

Technology
153
+ 7.78%
$204.26 - $233.47 $31.3K - $35.7K
2.12K $468K
BSCU
Invesco Exc Self Ind Tr

ETFs
1.04K
+ 7.96%
$16.31 - $16.78 $17K - $17.5K
14.1K $236K
VHT
Vanguard Health Care ETF

ETFs
146
+ 13.25%
$236.71 - $261.92 $34.6K - $38.2K
1.25K $309K
APO
Apollo Global Management, Inc.

Financial Services
38
+ 1.4%
$108.68 - $145.07 $4.13K - $5.51K
2.76K $390K
CNQ
Canadian Natural Resources LTD

Energy
434
+ 5.65%
$25.14 - $34.01 $10.9K - $14.8K
8.11K $254K
WBD
Warner Bros. Discovery, Inc.

Communication Services
266
+ 1.34%
$7.69 - $11.46 $2.05K - $3.05K
20.1K $229K
HQL
Tekla Life Sciences Investors

Financial Services
1K
+ 2.8%
$10.87 - $13.02 $10.9K - $13K
36.7K $470K
NKSH
National Bankshares Inc

Financial Services
398
+ 4.55%
$24.0 - $27.88 $9.55K - $11.1K
9.15K $248K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.33K
+ 4.07%
$18.94 - $21.67 $25.2K - $28.8K
34.1K $720K
VPU
Vanguard Utilities ETF

ETFs
41
+ 2.94%
$158.36 - $178.82 $6.49K - $7.33K
1.44K $253K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
9
+ 0.09%
$89.58 - $95.01 $806 - $855
10.1K $962K
K
Kellogg CO

Consumer Defensive
299
+ 10.06%
$77.85 - $82.88 $23.3K - $24.8K
3.27K $260K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
87
+ 1.6%
$47.29 - $53.34 $4.11K - $4.64K
5.54K $291K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
635
+ 1.6%
$22.54 - $23.17 $14.3K - $14.7K
40.2K $923K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
930
+ 6.86%
$10.79 - $14.14 $10K - $13.2K
14.5K $198K
GAB
Gabelli Equity Trust Inc

Financial Services
50
+ 0.13%
$4.97 - $5.87 $249 - $294
39.4K $229K
BTBT
Bit Digital, Inc

Financial Services
4.18K
+ 17.31%
$1.73 - $2.69 $7.22K - $11.2K
28.3K $61K
PAA
Plains All American Pipeline LP

Energy
1.89K
+ 14.96%
$16.03 - $20.28 $30.3K - $38.3K
14.5K $265K
TIP
Ishares Tr Tips Bd ETF

ETFs
202
+ 2.01%
$107.93 - $110.97 $21.8K - $22.4K
10.3K $1.13M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
8
+ 0.06%
$20.31 - $24.1 $162 - $193
14.1K $339K
HYDB
Ishares Tr Edge High Yield Def

ETFs
118
+ 0.81%
$44.64 - $47.48 $5.27K - $5.6K
14.6K $693K
IBB
Ishares Biotechnology ETF

ETFs
135
+ 4.16%
$112.02 - $129.0 $15.1K - $17.4K
3.38K $427K
HFRO
Highland Income Fund\Ma

Financial Services
2.3K
+ 8.58%
$4.47 - $5.28 $10.3K - $12.1K
29.1K $151K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
287
+ 0.87%
$18.28 - $18.7 $5.25K - $5.37K
33.2K $621K
ES
Eversource Energy

Utilities
60
+ 1.52%
$54.25 - $65.89 $3.26K - $3.95K
4K $254K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
137
+ 3.97%
N/A
3.59K $224K
JCPB
J P Morgan Exchange Traded Fd

ETFs
185
+ 1.29%
$45.9 - $47.2 $8.49K - $8.73K
14.6K $684K
MIN
Mfs Intermediate Income Trust

Financial Services
1.18K
+ 0.48%
$2.63 - $2.72 $3.1K - $3.21K
247K $668K
FSTA
Fidelity Covington Tr Msci Con

ETFs
150
+ 2.57%
$47.94 - $52.5 $7.19K - $7.88K
5.98K $305K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
286
+ 1.58%
$22.68 - $23.28 $6.49K - $6.66K
18.4K $427K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
48
+ 0.72%
$121.58 - $136.74 $5.84K - $6.56K
6.74K $914K
ROST
Ross Stores, Inc.

Consumer Cyclical
60
+ 2.13%
$126.62 - $154.26 $7.6K - $9.26K
2.88K $367K
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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