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
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-573
- 9.1%
$41.37 - $53.28 $23.7K - $30.5K
5.72K $255K
PPL
Ppl Corp

Utilities
-143
- 0.52%
$33.45 - $36.5 $4.78K - $5.22K
27.2K $922K
PDI
Pimco Dynamic Income Fund

Financial Services
-2.7K
- 16.17%
$17.02 - $19.87 $45.9K - $53.6K
14K $265K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.95K
- 4.47%
$29.0 - $30.68 $56.6K - $59.8K
41.7K $1.28M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-950
- 16.59%
$70.7 - $82.14 $67.2K - $78K
4.78K $392K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-690
- 12.71%
$152.42 - $182.82 $105K - $126K
4.74K $866K
MAIN
Main Street Capital Corp

Financial Services
-1.45K
- 14.38%
$49.15 - $59.32 $71.4K - $86.2K
8.65K $511K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-941
- 23.64%
$65.66 - $77.49 $61.8K - $72.9K
3.04K $230K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-152
- 0.13%
$63.54 - $68.5 $9.66K - $10.4K
115K $7.76M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-1.75K
- 6.21%
$20.16 - $23.26 $35.2K - $40.6K
26.4K $575K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-23
- 0.98%
$90.21 - $112.66 $2.07K - $2.59K
2.32K $211K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-3.34K
- 21.17%
$14.97 - $16.79 $50K - $56.1K
12.4K $208K
STLD
Steel Dynamics Inc

Basic Materials
-542
- 7.32%
N/A
6.87K $673K
EMB
Ishares Tr

ETFs
-616
- 20.03%
$86.54 - $92.62 $53.3K - $57.1K
2.46K $227K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-2.13K
- 0.82%
$29.07 - $29.38 $61.9K - $62.6K
257K $7.51M
PKG
Packaging Corp Of America

Consumer Cyclical
-85
- 2.56%
$175.97 - $201.36 $15K - $17.1K
3.24K $610K
FTSL
First Trust Senior Ln Fund

ETFs
-1.36K
- 2.03%
$44.58 - $46.07 $60.5K - $62.6K
65.7K $3.01M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-4.31K
- 7.9%
$32.0 - $39.87 $138K - $172K
50.3K $2M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-940
- 15.65%
$45.2 - $46.6 $42.5K - $43.8K
5.07K $234K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-46
- 8.44%
$421.16 - $509.5 $19.4K - $23.4K
499 $222K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-634
- 4.2%
$77.94 - $79.5 $49.4K - $50.4K
14.5K $1.15M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-4.24K
- 28.97%
$10.8 - $16.92 $45.8K - $71.8K
10.4K $142K
FDS
Factset Research Systems Inc

Financial Services
-46
- 1.7%
$398.85 - $473.32 $18.3K - $21.8K
2.66K $1.19M
FV
First Trust Dorsey Wright Focu

ETFs
-1.18K
- 15.66%
$48.43 - $59.26 $57.3K - $70.2K
6.38K $377K
PGR
Progressive Corp

Financial Services
-7
- 0.32%
$255.27 - $288.74 $1.79K - $2.02K
2.19K $584K
DBA
Invesco Db Agriculture Fund

ETFs
-1.31K
- 10.95%
$25.27 - $27.68 $33.1K - $36.2K
10.6K $278K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-567
- 9.23%
$55.57 - $62.73 $31.5K - $35.6K
5.58K $344K
AVY
Avery Dennison Corp

Industrials
-143
- 4.19%
$159.58 - $183.97 $22.8K - $26.3K
3.27K $573K
MKC
Mccormick & CO Inc

Consumer Defensive
-79
- 1.88%
$71.11 - $82.25 $5.62K - $6.5K
4.12K $311K
ATO
Atmos Energy Corp

Utilities
-199
- 4.77%
$145.06 - $162.66 $28.9K - $32.4K
3.97K $611K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.97K
- 2.06%
$24.54 - $25.07 $48.2K - $49.3K
93.5K $2.34M
TM
Toyota Motor Corp

Consumer Cyclical
-144
- 8.73%
$158.63 - $195.39 $22.8K - $28.1K
1.51K $259K
IWN
Ishares Russell2000 Val ETF

ETFs
-397
- 8.66%
$131.84 - $157.76 $52.3K - $62.6K
4.19K $660K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-3.74K
- 0.86%
$24.48 - $24.9 $91.6K - $93.2K
432K $10.8M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-1.14K
- 9.34%
$32.99 - $38.56 $37.7K - $44K
11.1K $420K
PEG
Public Service Enterprise Group Inc

Utilities
-516
- 7.67%
$77.13 - $84.18 $39.8K - $43.4K
6.21K $522K
FDVV
Fidelity High Dividend ETF

ETFs
-2.62K
- 5.99%
$43.6 - $52.02 $114K - $136K
41.2K $2.14M
PRU
Prudential Financial Inc

Financial Services
-44
- 0.73%
$95.12 - $112.71 $4.19K - $4.96K
5.96K $639K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2.37K
- 9.51%
$35.3 - $40.46 $83.6K - $95.8K
22.5K $911K
D
Dominion Energy, Inc

Utilities
-722
- 2.76%
$49.66 - $58.0 $35.9K - $41.9K
25.4K $1.44M
ECL
Ecolab Inc.

Basic Materials
-278
- 9.16%
$225.65 - $270.95 $62.7K - $75.3K
2.76K $742K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-1.1K
- 4.39%
$46.92 - $55.01 $51.5K - $60.3K
23.9K $1.3M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-609
- 3.4%
$23.54 - $27.53 $14.3K - $16.8K
17.3K $447K
LNC
Lincoln National Corp

Financial Services
-31
- 0.17%
$28.95 - $37.27 $897 - $1.16K
18.1K $626K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-56
- 1.51%
$167.22 - $212.42 $9.36K - $11.9K
3.66K $723K
MCO
Moodys Corp

Financial Services
-112
- 12.61%
$396.7 - $501.59 $44.4K - $56.2K
776 $389K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-133
- 0.46%
$25.48 - $27.78 $3.39K - $3.69K
28.8K $766K
VTV
Vanguard Value ETF

ETFs
-1.26K
- 2.51%
$153.67 - $176.74 $193K - $222K
48.7K $8.61M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-173
- 7.45%
$468.22 - $566.51 $81K - $98K
2.15K $1.22M
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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