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
CMCSA
Comcast Corp

Communication Services
-39K
- 11.47%
$33.19 - $38.23 $1.29M - $1.49M
301K $11.1M
FYC
First Trust Small Cap Growth A

ETFs
-10.1K
- 11.74%
$68.13 - $80.57 $687K - $813K
75.8K $5.22M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-34.1K
- 36.08%
$42.5 - $46.71 $1.45M - $1.59M
60.4K $2.73M
ETN
Eaton Corp PLC

Industrials
-197
- 0.88%
$271.83 - $371.23 $53.6K - $73.1K
22.2K $6.04M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-30.4K
- 13.3%
$48.31 - $49.23 $1.47M - $1.5M
198K $9.74M
CTSH
Cognizant Technology Solutions Corp

Technology
-17.1K
- 13.01%
$75.32 - $90.7 $1.29M - $1.55M
115K $8.76M
USB
Us Bancorp \De\

Financial Services
-20.9K
- 25.43%
$40.92 - $50.9 $854K - $1.06M
61.2K $2.58M
DMLP
Dorchester Minerals, L.P.

Energy
-16.4K
- 6.48%
$29.17 - $34.68 $480K - $570K
237K $7.14M
FEX
First Tr Large Cap Core Alphde

ETFs
-11.1K
- 12.71%
$99.27 - $109.89 $1.1M - $1.22M
76.1K $7.8M
ET
Energy Transfer LP

Energy
-54.5K
- 20.34%
$17.26 - $21.08 $941K - $1.15M
214K $3.97M
G
Genpact LTD

Technology
-63.8K
- 24.21%
$42.88 - $55.54 $2.73M - $3.54M
200K $10.1M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-21.2K
- 80.75%
$58.04 - $65.84 $1.23M - $1.4M
5.06K $322K
FYT
First Trust Small Cap

ETFs
-12.4K
- 11.5%
$48.74 - $56.7 $602K - $700K
95.1K $4.73M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-61.2K
- 79.5%
$16.57 - $18.85 $1.01M - $1.15M
15.8K $262K
HYLS
First Tr Tactical High Yield L

ETFs
-25.8K
- 12.57%
$40.95 - $41.77 $1.06M - $1.08M
180K $7.37M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.63K
- 5.95%
$57.21 - $65.8 $494K - $568K
136K $7.96M
VT
Vanguard Total World Stk Index

ETFs
-7.4K
- 16.14%
$115.08 - $123.97 $851K - $917K
38.4K $4.46M
FOX
Fox Corp Cl B (De)

Communication Services
-27.2K
- 34.9%
$45.64 - $54.23 $1.24M - $1.48M
50.8K $2.68M
CDNS
Cadence Design Systems Inc

Technology
-2.32K
- 48.05%
$233.96 - $324.52 $542K - $752K
2.51K $637K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-12.5K
- 17.62%
$71.17 - $73.66 $891K - $922K
58.5K $4.3M
LMT
Lockheed Martin Corp

Industrials
-121
- 0.65%
$423.19 - $506.29 $51.2K - $61.3K
18.6K $8.32M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.25K
- 6.95%
$165.25 - $224.62 $206K - $280K
16.7K $2.78M
AMD
Advanced Micro Devices Inc

Technology
-3.36K
- 14.26%
$96.63 - $129.55 $325K - $435K
20.2K $2.08M
TGNA
Tegna Inc

Communication Services
-41.6K
- 22.48%
$16.63 - $18.95 $691K - $788K
143K $2.61M
VTV
Vanguard Value ETF

ETFs
-5.54K
- 9.99%
$167.73 - $179.21 $930K - $993K
50K $8.63M
SRE
Sempra Energy

Utilities
-9
- 0.02%
$67.85 - $87.67 $611 - $789
46.4K $3.31M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1.7K
- 29.21%
$111.56 - $223.11 $190K - $380K
4.12K $461K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.05K
- 17.88%
$65.15 - $91.81 $264K - $372K
18.6K $1.21M
PWR
Quanta Services, Inc.

Industrials
-464
- 4.93%
$236.71 - $358.03 $110K - $166K
8.95K $2.27M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-13.7K
- 9.71%
$50.48 - $51.04 $691K - $699K
127K $6.45M
VO
Vanguard Mid Cap ETF

ETFs
-1.84K
- 5.45%
$251.87 - $277.95 $464K - $512K
32K $8.27M
STLG
Ishares Factors Us Growth Styl

ETFs
-13K
- 58.93%
N/A
9.07K $456K
FOXA
Fox Corp

Communication Services
-21.1K
- 30.05%
$47.9 - $58.0 $1.01M - $1.23M
49.2K $2.79M
HON
Honeywell International Inc

Industrials
-374
- 0.96%
$202.75 - $226.52 $75.8K - $84.7K
38.5K $8.16M
IWY
Ishares Tr Russell 200 Growth

ETFs
-430
- 2.0%
$210.19 - $243.33 $90.4K - $105K
21K $4.44M
FVD
First Tr Value Line Divid Inde

ETFs
-15.3K
- 17.83%
$42.61 - $45.51 $651K - $696K
70.4K $3.14M
DIS
Walt Disney CO

Communication Services
-749
- 1.83%
$96.87 - $114.0 $72.6K - $85.4K
40.2K $3.97M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-6.41K
- 1.84%
$25.27 - $28.3 $162K - $181K
341K $8.86M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-16K
- 7.73%
$58.32 - $65.09 $932K - $1.04M
191K $11.5M
VB
Vanguard Small Cap ETF

ETFs
-1.26K
- 8.05%
$217.89 - $252.64 $274K - $318K
14.4K $3.18M
GBIL
Goldman Sachs Access Treasury

ETFs
-5.59K
- 31.92%
$99.85 - $100.19 $558K - $560K
11.9K $1.19M
SCHW
Schwab Charles Corp

Financial Services
-7.75K
- 60.62%
$71.24 - $83.64 $552K - $648K
5.04K $394K
FDT
First Trust Developed Markets

ETFs
-22.5K
- 12.3%
$53.51 - $60.98 $1.2M - $1.37M
160K $9.34M
PEP
Pepsico Inc

Consumer Defensive
-2.42K
- 2.86%
$142.64 - $156.42 $345K - $379K
82.2K $12.3M
LUV
Southwest Airlines CO

Industrials
-16.1K
- 66.72%
$28.18 - $34.84 $453K - $561K
8.02K $269K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-1.38K
- 59.0%
$333.37 - $384.99 $460K - $531K
959 $320K
DDOG
Datadog, Inc.

Technology
-274
- 2.38%
$98.68 - $151.89 $27K - $41.6K
11.3K $1.12M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.43K
- 2.17%
$64.88 - $72.1 $157K - $175K
109K $7.19M
GM
General Motors CO

Consumer Cyclical
-9.01K
- 64.66%
$45.22 - $54.92 $408K - $495K
4.93K $231K
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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