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
GUG
Guggenheim Active Allocation Fund

ETFs
649
+ 3.38%
$15.15 - $16.65 $9.83K - $10.8K
19.9K $328K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
61
+ 1.21%
$113.45 - $126.18 $6.92K - $7.7K
5.1K $642K
GM
General Motors CO

Consumer Cyclical
1.47K
+ 9.71%
$39.95 - $49.9 $58.8K - $73.4K
16.6K $745K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
177
+ 1.46%
$20.08 - $23.22 $3.55K - $4.11K
12.3K $285K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
650
+ 4.98%
$33.02 - $35.03 $21.5K - $22.8K
13.7K $479K
PBA
Pembina Pipeline Corp

Energy
273
+ 4.09%
$36.86 - $41.36 $10.1K - $11.3K
6.95K $286K
HEI
Heico Corp

Industrials
9
+ 0.92%
$220.59 - $267.96 $1.99K - $2.41K
982 $256K
PAPR
Innovator U.S. Equity Power Bu

ETFs
637
+ 5.46%
$33.61 - $35.94 $21.4K - $22.9K
12.3K $442K
STWD
Starwood Property Trust, Inc.

Real Estate
821
+ 6.01%
$18.75 - $21.11 $15.4K - $17.3K
14.5K $295K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
66
+ 2.0%
$320.55 - $412.94 $21.2K - $27.3K
3.36K $1.31M
VTWO
Vanguard Russell 2000 ETF

ETFs
164
+ 5.67%
$81.17 - $90.77 $13.3K - $14.9K
3.06K $273K
AIQ
Global X Funds Global X Artifi

ETFs
167
+ 0.88%
$31.85 - $37.36 $5.32K - $6.24K
19.1K $711K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
400
+ 9.75%
$47.72 - $53.81 $19.1K - $21.5K
4.5K $239K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
415
+ 2.15%
$26.01 - $27.41 $10.8K - $11.4K
19.7K $539K
HYDB
Ishares Tr Edge High Yield Def

ETFs
217
+ 1.58%
$46.14 - $48.06 $10K - $10.4K
14K $670K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
19
+ 1.55%
$162.45 - $195.17 $3.09K - $3.71K
1.25K $238K
WPC
W. P. Carey Inc.

Real Estate
7
+ 0.16%
$54.63 - $63.96 $382 - $448
4.41K $274K
IEMG
Ishares Inc

ETFs
532
+ 2.65%
$53.64 - $53.64 $28.5K - $28.5K
20.6K $1.1M
VOD
Vodafone Group Public LTD CO

Communication Services
86
+ 0.33%
$8.8 - $10.35 $757 - $890
25.9K $259K
DFS
Discover Financial Services

Financial Services
119
+ 7.7%
$123.41 - $144.72 $14.7K - $17.2K
1.66K $233K
MAR
Marriott International Inc

Consumer Cyclical
25
+ 0.68%
$211.35 - $255.11 $5.28K - $6.38K
3.69K $916K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
5
+ 0.21%
$305.34 - $350.41 $1.53K - $1.75K
2.44K $841K
IJUL
Innovator Etfs Tr

ETFs
565
+ 5.9%
$27.47 - $29.55 $15.5K - $16.7K
10.1K $298K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
110
+ 2.96%
$75.63 - $84.89 $8.32K - $9.34K
3.82K $321K
PHK
Pimco High Income Fund

Financial Services
1.84K
+ 1.89%
$4.76 - $5.0 $8.74K - $9.18K
98.8K $493K
KAPR
Innovator U.S. Small Cap Power

ETFs
450
+ 6.77%
$30.54 - $32.65 $13.7K - $14.7K
7.1K $230K
ROP
Roper Technologies Inc

Industrials
50
+ 10.8%
$515.25 - $576.55 $25.8K - $28.8K
513 $285K
SIVR
Abrdn Silver ETF Trust

ETFs
127
+ 1.19%
$25.48 - $30.77 $3.24K - $3.91K
10.8K $321K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
22
+ 2.63%
$1024.09 - $1201.76 $22.5K - $26.4K
860 $904K
AIG
American International Group, Inc.

Financial Services
423
+ 6.23%
$70.16 - $79.23 $29.7K - $33.5K
7.21K $527K
FISV
Fiserv Inc

Technology
192
+ 3.29%
N/A
6.04K $755K
ITM
Vaneck Intermediate Muni ETF

ETFs
335
+ 4.15%
$45.67 - $47.0 $15.3K - $15.7K
8.41K $394K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
28
+ 0.41%
$38.03 - $42.06 $1.06K - $1.18K
6.79K $284K
VONE
Vanguard Russell 1000 ETF

ETFs
16
+ 1.15%
$234.0 - $260.07 $3.74K - $4.16K
1.41K $366K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
75
+ 7.12%
$175.46 - $203.3 $13.2K - $15.2K
1.13K $228K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
31
+ 0.43%
$31.39 - $35.47 $973 - $1.1K
7.19K $253K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
323
+ 4.62%
$85.84 - $85.84 $27.7K - $27.7K
7.31K $627K
WCN
Waste Connections, Inc.

Industrials
90
+ 6.32%
$173.92 - $186.5 $15.7K - $16.8K
1.52K $270K
KJUL
Innovator U.S. Small Cap Power

Technology
251
+ 2.66%
$27.38 - $29.23 $6.87K - $7.34K
9.7K $282K
DFAX
Dimensional ETF Tr
82
+ 0.7%
$24.29 - $27.25 $1.99K - $2.23K
11.8K $319K
AVMU
American Centy ETF Travantis C

ETFs
337
+ 7.28%
$46.01 - $46.95 $15.5K - $15.8K
4.97K $233K
CMF
Ishares California Muni Bond E

ETFs
212
+ 3.8%
$56.65 - $58.17 $12K - $12.3K
5.78K $336K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
126
+ 3.82%
$59.93 - $66.52 $7.55K - $8.38K
3.43K $227K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
18
+ 0.13%
$22.96 - $24.67 $413 - $444
13.6K $336K
PDI
Pimco Dynamic Income Fund

Financial Services
125
+ 1.07%
$18.7 - $20.25 $2.34K - $2.53K
11.8K $238K
PFL
Pimco Income Strategy Fund

Financial Services
871
+ 2.99%
$8.1 - $8.57 $7.06K - $7.46K
30K $256K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
54
+ 3.15%
$159.84 - $178.33 $8.63K - $9.63K
1.77K $312K
WES
Western Midstream Partners, LP

Energy
839
+ 8.58%
$36.59 - $42.74 $30.7K - $35.9K
10.6K $406K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
69
+ 0.26%
$19.92 - $20.67 $1.37K - $1.43K
26.7K $548K
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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