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
ABR
Arbor Realty Trust Inc

Real Estate
-187
- 1.03%
$8.92 - $11.89 $1.67K - $2.22K
18K $192K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-292
- 0.45%
$26.18 - $26.93 $7.64K - $7.86K
64K $1.71M
ZLAB
Zai Lab LTD

Healthcare
-285
- 3.06%
$24.32 - $43.03 $6.93K - $12.3K
9.04K $316K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-1.56K
- 10.57%
$54.28 - $67.95 $84.6K - $106K
13.2K $895K
LGOV
First Tr ETF Iv Long Duration

ETFs
-662
- 0.96%
$20.73 - $21.92 $13.7K - $14.5K
68.6K $1.47M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-276
- 2.65%
$41.42 - $46.68 $11.4K - $12.9K
10.1K $461K
ROP
Roper Technologies Inc

Industrials
-13
- 2.61%
$519.19 - $590.78 $6.75K - $7.68K
485 $274K
AEE
Ameren Corp

Utilities
-25
- 0.66%
$94.23 - $101.68 $2.36K - $2.54K
3.75K $360K
SWKS
Skyworks Solutions, Inc.

Technology
-947
- 18.18%
$49.2 - $74.95 $46.6K - $71K
4.26K $317K
VLO
Valero Energy Corp

Energy
-318
- 3.01%
$104.69 - $141.77 $33.3K - $45.1K
10.2K $1.38M
VRT
Vertiv Holdings CO

Industrials
-208
- 3.1%
N/A
6.5K $563K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.5K
- 9.69%
$73.7 - $90.98 $110K - $136K
14K $1.27M
PSEC
Prospect Capital Corp

Financial Services
-18
- 0.1%
$3.14 - $4.06 $56.5 - $73.1
18.5K $58K
SCHO
Schwab Short Term Us Treasury

ETFs
-682
- 1.63%
$24.19 - $24.45 $16.5K - $16.7K
41.2K $1M
GTX
Garrett Motion Inc.

Consumer Cyclical
-6.93K
- 25.9%
$7.34 - $12.04 $50.8K - $83.4K
19.8K $208K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-411
- 3.74%
$19.39 - $20.21 $7.97K - $8.31K
10.6K $207K
CORP
Pimco Investment Grade Corp Bd

ETFs
-203
- 1.49%
$94.14 - $97.31 $19.1K - $19.8K
13.4K $1.3M
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
-63
- 0.22%
$12.13 - $13.94 $764 - $878
28.9K $388K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-275
- 4.59%
$69.8 - $85.28 $19.2K - $23.5K
5.71K $473K
NVO
Novo Nordisk A S

Healthcare
-138
- 2.55%
$58.08 - $81.05 $8.02K - $11.2K
5.27K $363K
STLG
Ishares Factors Us Growth Styl

ETFs
-233
- 2.57%
N/A
8.84K $444K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-384
- 2.78%
$47.97 - $54.0 $18.4K - $20.7K
13.4K $724K
SHW
Sherwin Williams CO

Basic Materials
-13
- 1.22%
$313.51 - $363.51 $4.08K - $4.73K
1.06K $362K
DRI
Darden Restaurants Inc

Consumer Cyclical
-100
- 8.23%
$186.58 - $225.78 $18.7K - $22.6K
1.12K $243K
AGNC
Agnc Investment Corp.

Real Estate
-252
- 1.7%
$8.12 - $9.49 $2.05K - $2.39K
14.6K $134K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-180
- 7.89%
$94.92 - $114.85 $17.1K - $20.7K
2.1K $241K
CMA
Comerica Inc

Financial Services
-187
- 2.55%
$50.42 - $59.65 $9.43K - $11.2K
7.15K $426K
HRB
H&R Block Inc

Consumer Cyclical
-100
- 1.77%
$54.32 - $63.04 $5.43K - $6.3K
5.56K $305K
KJUL
Innovator U.S. Small Cap Power

Technology
-607
- 5.54%
$25.96 - $29.2 $15.8K - $17.7K
10.4K $302K
GM
General Motors CO

Consumer Cyclical
-275
- 5.58%
$42.48 - $50.46 $11.7K - $13.9K
4.65K $228K
TRP
Tc Energy Corp

Energy
-232
- 3.71%
$44.48 - $51.4 $10.3K - $11.9K
6.03K $294K
Northern Lts Fd Tr Iv
-756K
- 19.85%
N/A
3.06M $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-332
- 1.47%
N/A
22.3K $0
Blackrock Inc
-7.2K
- 48.79%
N/A
7.56K $0
Ge Healthcare Technologies I
-40
- 0.4%
N/A
9.94K $0
Kenvue Inc
-92
- 0.72%
N/A
12.7K $0
Ab Active Etfs Inc
-144
- 2.72%
N/A
5.16K $0
First Tr Exchange Traded Fd
-5.05K
- 7.74%
N/A
60.2K $0
FTGS
First Tr Exchange Traded Fd Gr
-50K
- 49.64%
N/A
50.7K $0
Ab Active Etfs Inc
-430
- 3.45%
N/A
12K $0
TAFI
Ab Active Etfs Inc Tax Aware S
-900
- 4.38%
N/A
19.7K $0
FYT
First Trust Small Cap

ETFs
-1.31K
- 1.37%
$42.78 - $50.73 $55.9K - $66.3K
93.7K $4.73M
First Tr Exchng Traded Fd Vi
-1.01K
- 1.99%
N/A
49.9K $0
FNY
First Trust Mid Cap Growth Alp
-1.18K
- 1.64%
N/A
70.8K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-6.6K
- 44.83%
N/A
8.12K $0
FJAN
First Exc Trd Viii Cboe Vest U
-125
- 1.97%
N/A
6.23K $0
First Tr Exchange Traded Fd
-12.6K
- 3.92%
N/A
309K $0
First Tr Exchng Traded Fd Vi
-706
- 5.34%
N/A
12.5K $0
Morgan Stanley ETF Trust
-300
- 3.66%
N/A
7.9K $0
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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