Kingsview Wealth Management, LLC Reduced Holdings in Q2 2025

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HSY
Hershey CO

Consumer Defensive
-4.36K
- 45.34%
$151.29 - $173.13 $659K - $754K
5.25K $871K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-10.5K
- 17.92%
$72.02 - $73.82 $756K - $775K
48.1K $3.54M
RTX
Raytheon Technologies Corp

Industrials
-9.38K
- 20.63%
$113.75 - $148.48 $1.07M - $1.39M
36.1K $5.27M
HD
Home Depot, Inc.

Consumer Cyclical
-1.97K
- 3.0%
$335.24 - $380.78 $660K - $749K
63.7K $23.3M
GTLS
Chart Industries Inc

Industrials
-5.13K
- 73.78%
$115.08 - $175.5 $591K - $901K
1.82K $300K
XSW
Spdr S&P Software & Services E

ETFs
-14.3K
- 21.06%
$141.65 - $189.82 $2.03M - $2.72M
53.7K $10.2M
OKE
Oneok Inc

Energy
-500
- 1.39%
$78.71 - $100.37 $39.4K - $50.2K
35.5K $2.9M
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
-18.4K
- 34.99%
$35.98 - $37.53 $662K - $691K
34.2K $1.25M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-6.14K
- 44.12%
$97.29 - $105.63 $598K - $649K
7.78K $790K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-4.04K
- 48.29%
$99.37 - $134.05 $401K - $541K
4.32K $490K
PSX
Phillips 66

Energy
-3.29K
- 7.16%
$92.87 - $125.73 $305K - $413K
42.6K $5.08M
PAYX
Paychex Inc

Industrials
-144
- 0.23%
$137.01 - $159.78 $19.7K - $23K
63K $9.16M
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
-29.8K
- 37.83%
$17.45 - $18.49 $521K - $552K
49K $877K
PFE
Pfizer Inc

Healthcare
-15.2K
- 8.37%
$21.59 - $24.84 $329K - $378K
167K $4.04M
QRMI
Global X Fds Nasdaq 100 Risk M

ETFs
-32.5K
- 43.64%
$15.78 - $16.74 $512K - $543K
41.9K $671K
VGLT
Vanguard Long Term Treasury Et

ETFs
-9.33K
- 65.66%
$53.66 - $58.71 $501K - $548K
4.88K $273K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-44.9K
- 8.27%
$41.3 - $47.0 $1.85M - $2.11M
498K $23.4M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-10K
- 13.92%
$50.1 - $51.02 $502K - $511K
61.9K $3.16M
VGSH
Vanguard

ETFs
-8.33K
- 68.97%
$58.32 - $58.95 $486K - $491K
3.75K $220K
DG
Dollar General Corp

Consumer Defensive
-33K
- 26.37%
$86.02 - $114.95 $2.84M - $3.8M
92.2K $10.5M
SHEL
Shell PLC

Energy
-5.58K
- 26.18%
$59.75 - $73.05 $334K - $408K
15.7K $1.11M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-9.63K
- 4.86%
$48.5 - $49.35 $467K - $475K
189K $9.29M
DGRO
Ishares Core Dividend Growth E

ETFs
-12.1K
- 8.1%
$55.22 - $63.94 $667K - $772K
137K $8.76M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-79
- 0.53%
$212.1 - $244.27 $16.8K - $19.3K
14.9K $3.26M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-8.15K
- 26.45%
$52.31 - $63.72 $426K - $520K
22.7K $1.44M
SLV
I Shares Silver Trust

ETFs
-15.9K
- 21.66%
$27.08 - $33.74 $432K - $538K
57.7K $1.89M
CMCSA
Comcast Corp

Communication Services
-86
- 0.03%
$32.84 - $36.72 $2.82K - $3.16K
301K $10.7M
NGD
New Gold Inc.

Basic Materials
-105K
- 81.86%
$2.98 - $4.95 $314K - $522K
23.4K $115K
FMC
Fmc Corp

Basic Materials
-6.13K
- 7.74%
$33.98 - $44.06 $208K - $270K
73K $3.05M
APD
Air Products & Chemicals, Inc.

Basic Materials
-25
- 0.12%
$248.61 - $294.96 $6.22K - $7.37K
21.4K $6.03M
BNDX
Vanguard Total International B

ETFs
-6.53K
- 10.94%
$48.77 - $49.55 $318K - $323K
53.1K $2.63M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-5.85K
- 55.8%
$44.58 - $54.92 $261K - $321K
4.64K $254K
BDX
Becton Dickinson & CO

Healthcare
-325
- 8.46%
$165.15 - $226.42 $53.7K - $73.6K
3.52K $605K
GILD
Gilead Sciences, Inc.

Healthcare
-1.87K
- 4.33%
$96.91 - $113.0 $181K - $212K
41.4K $4.59M
CI
Cigna Corp

Healthcare
-941
- 2.58%
$301.89 - $340.04 $284K - $320K
35.6K $11.8M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-2.7K
- 53.31%
$86.05 - $107.7 $232K - $291K
2.36K $254K
VB
Vanguard Small Cap ETF

ETFs
-1.98K
- 13.79%
$193.73 - $237.37 $384K - $470K
12.4K $2.93M
KBH
Kb Home

Consumer Cyclical
-2.51K
- 12.88%
$50.15 - $58.93 $126K - $148K
17K $899K
CDNS
Cadence Design Systems Inc

Technology
-1.19K
- 47.39%
$231.64 - $323.08 $275K - $383K
1.32K $406K
VTR
Ventas, Inc.

Real Estate
-2.96K
- 43.3%
$62.45 - $70.08 $185K - $208K
3.88K $244K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.1K
- 15.84%
$75.05 - $77.34 $232K - $240K
16.5K $1.27M
CAH
Cardinal Health Inc

Healthcare
-2.1K
- 47.19%
$125.0 - $168.0 $263K - $353K
2.35K $395K
KMB
Kimberly Clark Corp

Consumer Defensive
-413
- 3.37%
$126.84 - $145.22 $52.4K - $60K
11.8K $1.52M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.97K
- 24.9%
$50.52 - $50.92 $200K - $202K
12K $609K
DOW
Dow Inc.

Basic Materials
-1.5K
- 8.15%
$25.81 - $34.89 $38.6K - $52.2K
16.9K $446K
SBUX
Starbucks Corp

Consumer Cyclical
-174
- 0.65%
$79.69 - $99.41 $13.9K - $17.3K
26.6K $2.44M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-3.27K
- 26.48%
$44.37 - $50.04 $145K - $164K
9.07K $431K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-2.97K
- 11.55%
$47.13 - $52.52 $140K - $156K
22.7K $1.15M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.25K
- 20.26%
$68.13 - $74.77 $153K - $168K
8.87K $645K
Activity Summary
Buys All Purchases 666 New Holdings 150 Increased Positions 516 Sells All Sells 427 Reductions 427 Sold out 0 Options Calls 2 Puts 0
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