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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-136
- 0.51%
$87.68 - $94.52 $11.9K - $12.9K
26.4K $2.47M
WELL
Welltower Inc.

Real Estate
-98
- 1.71%
$124.05 - $156.86 $12.2K - $15.4K
5.62K $861K
VEU
Vanguard Ftse All World Ex Us

ETFs
-760
- 1.29%
$56.51 - $62.98 $42.9K - $47.9K
58K $3.52M
SPGI
S&P Global Inc.

Financial Services
-102
- 0.49%
$478.26 - $543.77 $48.8K - $55.5K
20.6K $10.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-277
- 0.91%
$74.85 - $84.89 $20.7K - $23.5K
30K $2.45M
SYK
Stryker Corp

Healthcare
-4
- 0.03%
$355.18 - $399.9 $1.42K - $1.6K
14.3K $5.33M
EXC
Exelon Corp

Utilities
-341
- 1.53%
$37.3 - $46.08 $12.7K - $15.7K
21.9K $1.01M
TMUS
T Mobile Us, Inc.

Communication Services
-100
- 2.19%
$211.3 - $272.83 $21.1K - $27.3K
4.48K $1.19M
DE
Deere & CO

Industrials
-142
- 2.58%
$408.57 - $509.27 $58K - $72.3K
5.37K $2.52M
ADP
Automatic Data Processing Inc

Industrials
-377
- 1.33%
$286.85 - $318.64 $108K - $120K
28K $8.57M
O
Realty Income Corp

Real Estate
-2.86K
- 2.93%
$51.67 - $58.49 $148K - $167K
94.9K $5.51M
AMGN
Amgen Inc

Healthcare
-7K
- 14.41%
$258.59 - $327.36 $1.81M - $2.29M
41.6K $13M
VZ
Verizon Communications Inc

Communication Services
-9.9K
- 6.96%
$37.81 - $46.49 $374K - $460K
132K $6.01M
TDG
Trans Digm Group Inc

Industrials
-81
- 1.7%
$1251.32 - $1394.11 $101K - $113K
4.69K $6.48M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-11
- 0.07%
$208.48 - $244.03 $2.29K - $2.68K
15K $3.66M
OVV
Ovintiv Inc.

Energy
-1.16K
- 0.51%
$37.84 - $45.91 $43.8K - $53.1K
226K $9.69M
KIE
Spdr S&P Insurance ETF

ETFs
-4.64K
- 2.32%
$54.24 - $60.81 $251K - $282K
195K $11.8M
KO
Coca Cola CO

Consumer Defensive
-1.55K
- 2.07%
$60.81 - $72.32 $94.1K - $112K
73.1K $5.24M
WEC
Wec Energy Group, Inc.

Utilities
-279
- 0.58%
$92.12 - $108.98 $25.7K - $30.4K
47.5K $5.18M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
-371
- 0.38%
$110.12 - $124.59 $40.9K - $46.2K
96.7K $12M
PAYX
Paychex Inc

Industrials
-749
- 1.17%
$136.06 - $154.52 $102K - $116K
63.1K $9.74M
IHF
Ishares Tr

ETFs
-4.79K
- 2.09%
$47.84 - $53.21 $229K - $255K
224K $11.8M
XOM
Exxon Mobil Corp

Energy
-2.53K
- 1.75%
$105.44 - $118.93 $267K - $301K
142K $16.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-11.2K
- 0.87%
$95.85 - $99.25 $1.07M - $1.11M
1.28M $126M
RGLD
Royal Gold Inc

Basic Materials
-4.2K
- 5.91%
$132.55 - $163.51 $556K - $686K
66.8K $10.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.67K
- 7.9%
$442.66 - $534.52 $1.63M - $1.96M
42.8K $22.8M
CVX
Chevron Corp

Energy
-1.54K
- 1.47%
$146.71 - $167.97 $226K - $259K
104K $17.3M
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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