Kingsview Wealth Management, LLC Reduced Holdings in Q1 2025

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-1.09M
- 66.72%
$43.63 - $46.01 $47.4M - $50M
542K $23.9M
EMR
Emerson Electric CO

Industrials
-266K
- 90.84%
$108.64 - $131.17 $28.9M - $34.9M
26.9K $2.94M
COST
Costco Wholesale Corp

Consumer Defensive
-33.1K
- 61.28%
$890.62 - $1076.86 $29.5M - $35.7M
20.9K $19.8M
V
Visa Inc.

Financial Services
-87.9K
- 59.34%
$306.92 - $362.71 $27M - $31.9M
60.3K $21.1M
AMT
American Tower Corp

Real Estate
-124K
- 72.33%
$173.46 - $217.6 $21.4M - $26.9M
47.3K $10.3M
MBCC
Northern Lts Fd Tr Iv Monarch
-238K
- 7.82%
$33.01 - $36.46 $7.85M - $8.67M
2.8M $93.8M
SPYG
Spdr Portfolio

ETFs
-3.46K
- 0.27%
$80.05 - $92.39 $277K - $320K
1.28M $103M
HSY
Hershey CO

Consumer Defensive
-50.8K
- 84.1%
$144.74 - $186.36 $7.35M - $9.47M
9.61K $1.64M
SON
Sonoco Products CO

Consumer Cyclical
-164K
- 96.95%
$44.71 - $49.22 $7.34M - $8.08M
5.16K $243K
JNJ
Johnson & Johnson

Healthcare
-66.4K
- 46.63%
$142.06 - $167.7 $9.43M - $11.1M
76K $12.6M
HD
Home Depot, Inc.

Consumer Cyclical
-14.3K
- 17.86%
$347.25 - $424.87 $4.96M - $6.06M
65.6K $24.1M
STLD
Steel Dynamics Inc

Basic Materials
-67.6K
- 90.13%
N/A
7.41K $726K
CVS
Cvs Health Corp

Healthcare
-157K
- 85.21%
$44.22 - $68.64 $6.96M - $10.8M
27.3K $1.85M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1.23K
- 65.13%
$4295.4 - $5141.88 $5.27M - $6.31M
657 $3.03M
NEE
Nextera Energy Inc

Utilities
-81.3K
- 35.88%
$66.96 - $76.16 $5.45M - $6.19M
145K $10.3M
ITA
Ishares Tr

ETFs
-37K
- 91.07%
$144.84 - $159.5 $5.35M - $5.89M
3.63K $554K
IWD
Ishares Russell 1000 Val ETF

ETFs
-28.3K
- 60.48%
$182.82 - $196.21 $5.18M - $5.56M
18.5K $3.48M
IVV
Ishares Core S&P 500 ETF

ETFs
-6.88K
- 23.19%
$554.06 - $615.85 $3.81M - $4.23M
22.8K $12.8M
XLP
Consumer Staples Sector Spdr

ETFs
-54.6K
- 21.12%
N/A
204K $15.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
-29.9K
- 65.18%
$114.9 - $139.6 $3.44M - $4.18M
16K $1.88M
IBB
Ishares Biotechnology ETF

ETFs
-28.8K
- 89.88%
$127.9 - $140.56 $3.69M - $4.05M
3.25K $415K
TGT
Target Corp

Consumer Defensive
-2.55K
- 2.35%
$103.65 - $142.5 $264K - $363K
106K $11M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-98.2K
- 21.84%
$39.18 - $43.52 $3.85M - $4.27M
351K $14.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-22.2K
- 16.91%
$120.29 - $134.6 $2.67M - $2.99M
109K $13.3M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-55K
- 57.84%
$62.72 - $71.92 $3.45M - $3.95M
40.1K $2.52M
VDC
Vanguard Consumer Staples ETF

ETFs
-16.6K
- 93.19%
$206.54 - $226.16 $3.42M - $3.74M
1.21K $264K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-159K
- 82.97%
$20.2 - $22.24 $3.22M - $3.55M
32.7K $704K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-68.2K
- 84.67%
$47.08 - $50.67 $3.21M - $3.45M
12.3K $619K
FTC
First Tr Lge Cap Growth

ETFs
-18.2K
- 13.21%
$127.87 - $148.89 $2.33M - $2.72M
120K $15.7M
JHG
Janus Henderson Group PLC

Financial Services
-73.9K
- 85.06%
$35.98 - $45.94 $2.66M - $3.4M
13K $469K
MO
Altria Group, Inc.

Consumer Defensive
-73.3K
- 46.34%
$50.81 - $60.02 $3.72M - $4.4M
84.8K $5.09M
SOXX
Ishares Semiconductor ETF

ETFs
-12.6K
- 53.64%
$188.17 - $235.81 $2.37M - $2.97M
10.9K $2.05M
VNQ
Vanguard Specialized Funds Van

ETFs
-34.5K
- 31.09%
$85.55 - $94.34 $2.95M - $3.25M
76.4K $6.92M
QCOM
Qualcomm Inc

Technology
-19.1K
- 34.57%
$151.94 - $175.86 $2.9M - $3.36M
36.1K $5.55M
SSNC
Ss&C Technologies Holdings Inc

Technology
-49.4K
- 29.0%
$74.75 - $89.13 $3.69M - $4.4M
121K $10.1M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-46.1K
- 10.03%
$59.78 - $60.03 $2.76M - $2.77M
414K $24.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-160K
- 5.57%
$27.64 - $28.58 $4.43M - $4.59M
2.72M $77.8M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-144K
- 6.56%
$24.73 - $25.62 $3.56M - $3.69M
2.05M $52.5M
NTAP
Net App, Inc.

Technology
-17.8K
- 73.73%
$87.84 - $126.3 $1.56M - $2.25M
6.34K $556K
CL
Colgate Palmolive CO

Consumer Defensive
-22.5K
- 62.3%
$85.68 - $97.5 $1.93M - $2.19M
13.6K $1.28M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-35.5K
- 39.41%
$36.64 - $45.76 $1.3M - $1.62M
54.6K $2.05M
IWM
Ishares Russell 2000 ETF

ETFs
-6.6K
- 23.95%
$198.1 - $229.79 $1.31M - $1.52M
21K $4.18M
CME
Cme Group Inc.

Financial Services
-8.61K
- 73.73%
$225.82 - $266.54 $1.94M - $2.29M
3.07K $813K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-6.38K
- 6.19%
$93.57 - $120.35 $597K - $768K
96.6K $9.25M
VUG
Vanguard Growth ETF

ETFs
-1.52K
- 4.68%
$369.1 - $427.61 $560K - $649K
30.9K $11.5M
XLC
Select Sector Spdr Tr Communic

ETFs
-16.7K
- 4.21%
$94.84 - $105.31 $1.59M - $1.76M
380K $36.6M
FTA
First Tr Large Cap Value

ETFs
-23.3K
- 10.29%
$74.42 - $80.34 $1.74M - $1.87M
203K $15.6M
URI
United Rentals, Inc.

Industrials
-2.32K
- 78.84%
$594.17 - $789.56 $1.38M - $1.83M
622 $389K
KBH
Kb Home

Consumer Cyclical
-23.1K
- 54.29%
$57.73 - $70.05 $1.34M - $1.62M
19.5K $1.13M
Activity Summary
Buys All Purchases 560 New Holdings 106 Increased Positions 454 Sells All Sells 478 Reductions 478 Sold out 0 Options Calls 1 Puts 0
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