Kingsview Wealth Management, LLC Reduced Holdings in Q3 2025

Kingsview Wealth Management, LLC

  • $5.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
-388K
- 94.34%
$105.99 - $119.41 $41.1M - $46.3M
23.3K $2.75M
MPRO
Northern Lts Fd Tr Iv Monarch
-1.55M
- 19.07%
$29.57 - $30.83 $45.9M - $47.9M
6.59M $201M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-402K
- 25.18%
$97.75 - $100.75 $39.2M - $40.5M
1.19M $120M
WMT
Walmart Inc.

Consumer Defensive
-386K
- 77.06%
$94.4 - $104.27 $36.5M - $40.3M
115K $11.8M
CRM
Salesforce, Inc.

Technology
-119K
- 71.64%
$231.66 - $273.65 $27.5M - $32.4M
46.9K $11.1M
DHR
Danaher Corp

Healthcare
-158K
- 75.72%
$181.46 - $212.2 $28.7M - $33.6M
50.7K $10.1M
ADBE
Adobe Inc.

Technology
-77K
- 75.18%
$333.65 - $392.1 $25.7M - $30.2M
25.4K $8.97M
XLF
Financial Sector Spdr

ETFs
-353K
- 78.99%
$51.37 - $54.25 $18.1M - $19.1M
93.9K $5.06M
XLY
Select Sector Spdr Consumer Di

ETFs
-81.1K
- 93.73%
$216.09 - $242.18 $17.5M - $19.6M
5.43K $1.3M
XLI
Industrial Sector Spdr

ETFs
-89K
- 85.13%
$147.94 - $154.99 $13.2M - $13.8M
15.5K $2.4M
JPIE
J P Morgan Exchange Traded Fd
-202K
- 66.74%
$46.01 - $46.55 $9.29M - $9.4M
101K $4.67M
RGLD
Royal Gold Inc

Basic Materials
-51.3K
- 93.41%
$151.42 - $200.58 $7.77M - $10.3M
3.62K $726K
PHM
Pultegroup Inc

Consumer Cyclical
-84.4K
- 94.43%
$108.0 - $141.42 $9.11M - $11.9M
4.98K $657K
ADM
Archer Daniels Midland CO

Consumer Defensive
-167K
- 88.87%
$53.54 - $64.21 $8.95M - $10.7M
20.9K $1.25M
AMCR
Amcor PLC

Consumer Cyclical
-924K
- 96.71%
$7.97 - $9.94 $7.37M - $9.19M
31.5K $257K
XLK
Technology Sector Spdr

ETFs
-54K
- 22.94%
$250.97 - $282.66 $13.5M - $15.2M
181K $51.1M
DHI
Horton D R Inc

Consumer Cyclical
-66.2K
- 91.69%
$129.82 - $184.04 $8.6M - $12.2M
6K $1.02M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-100K
- 49.78%
$82.38 - $83.0 $8.24M - $8.3M
101K $8.37M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-74.9K
- 31.64%
$107.66 - $112.36 $8.06M - $8.41M
162K $18M
MBB
Ishares Tr

ETFs
-86.8K
- 29.18%
$92.46 - $95.73 $8.03M - $8.31M
211K $20M
KMI
Kinder Morgan, Inc.

Energy
-231K
- 80.19%
$26.23 - $28.5 $6.05M - $6.57M
57K $1.61M
SO
Southern CO

Utilities
-68.8K
- 63.6%
$90.83 - $96.0 $6.25M - $6.61M
39.4K $3.73M
CGUS
Capital Group Core Equity ETF
-173K
- 68.04%
$36.89 - $39.72 $6.36M - $6.85M
81K $3.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-16.4K
- 70.23%
$404.94 - $499.99 $6.63M - $8.18M
6.93K $3.36M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-133K
- 95.37%
$43.65 - $46.42 $5.79M - $6.16M
6.45K $299K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-106K
- 91.79%
$51.16 - $55.21 $5.41M - $5.84M
9.46K $522K
FDN
First Tr Fd Dow Jones

ETFs
-19.8K
- 63.67%
$264.06 - $287.34 $5.24M - $5.7M
11.3K $3.17M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-40.3K
- 94.57%
$128.17 - $135.14 $5.17M - $5.45M
2.32K $308K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-43.7K
- 87.94%
$116.29 - $120.92 $5.09M - $5.29M
6K $719K
VFH
Vanguard Financial ETF

ETFs
-40K
- 93.76%
$125.23 - $132.78 $5.01M - $5.32M
2.67K $349K
XLV
Select Sector Spdr Fund Health

ETFs
-44.7K
- 16.06%
$129.01 - $139.72 $5.76M - $6.24M
234K $32.5M
OMFL
Invesco Exchange Traded Self I

ETFs
-90.3K
- 49.45%
$57.41 - $60.45 $5.18M - $5.46M
92.3K $5.56M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-99.8K
- 93.3%
$47.63 - $50.52 $4.75M - $5.04M
7.17K $361K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-191K
- 44.09%
$24.73 - $25.29 $4.71M - $4.82M
242K $6.09M
HEFA
Ishares Currency Hedged Msci E

ETFs
-125K
- 62.43%
$37.2 - $39.61 $4.63M - $4.93M
74.9K $2.97M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-42K
- 47.16%
$108.46 - $120.63 $4.56M - $5.07M
47.1K $5.6M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-73.4K
- 89.72%
$50.52 - $50.75 $3.71M - $3.72M
8.4K $426K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-26.9K
- 17.72%
$225.11 - $247.9 $6.07M - $6.68M
125K $30.9M
HON
Honeywell International Inc

Industrials
-11.9K
- 30.14%
$207.7 - $240.4 $2.48M - $2.87M
27.6K $5.82M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-93.9K
- 72.63%
$35.76 - $37.93 $3.36M - $3.56M
35.4K $1.34M
TPR
Tapestry, Inc.

Consumer Cyclical
-38.7K
- 81.06%
$86.48 - $116.14 $3.34M - $4.49M
9.03K $1.02M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-29.1K
- 57.19%
$102.17 - $110.66 $2.98M - $3.23M
21.8K $2.41M
GILD
Gilead Sciences, Inc.

Healthcare
-24.9K
- 60.09%
$108.22 - $120.47 $2.69M - $3M
16.5K $1.83M
PTEN
Patterson Uti Energy Inc

Energy
-412K
- 79.07%
$5.18 - $6.6 $2.13M - $2.72M
109K $564K
UNM
Unum Group

Financial Services
-30.6K
- 85.78%
$68.55 - $82.12 $2.1M - $2.52M
5.08K $394K
ALL
Allstate Corp

Financial Services
-12.5K
- 75.47%
$192.0 - $214.65 $2.39M - $2.68M
4.06K $870K
FMC
Fmc Corp

Basic Materials
-53.9K
- 73.86%
$33.15 - $44.45 $1.79M - $2.4M
19.1K $641K
ACHR
Archer Aviation Inc.

Industrials
-205K
- 66.07%
$8.25 - $13.4 $1.69M - $2.74M
105K $1.01M
SSNC
Ss&C Technologies Holdings Inc

Technology
-36.6K
- 22.71%
$81.85 - $90.2 $3M - $3.3M
125K $11.1M
Activity Summary
Buys All Purchases 717 New Holdings 148 Increased Positions 569 Sells All Sells 423 Reductions 423 Sold out 0 Options Calls 2 Puts 0
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