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
TDIV
First Trust Nasdaq Technology

ETFs
-255
- 1.12%
$73.39 - $83.95 $18.7K - $21.4K
22.6K $1.66M
FNDX
Schwab Fundamental U S Large C

ETFs
-4.59K
- 1.57%
$23.03 - $25.01 $106K - $115K
289K $6.81M
LHX
L3 Harris Technologies, Inc.

Industrials
-582
- 13.97%
$194.65 - $222.86 $113K - $130K
3.58K $750K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-562
- 2.24%
$75.47 - $84.24 $42.4K - $47.3K
24.6K $1.89M
SYY
Sysco Corp

Consumer Defensive
-1.43K
- 13.58%
$70.0 - $77.13 $100K - $110K
9.09K $682K
XLU
Utilities Sector Spdr

ETFs
-2.71K
- 9.18%
$74.7 - $80.27 $203K - $218K
26.8K $2.12M
REFR
Research Frontiers Inc

Technology
-3.86K
- 2.12%
$1.13 - $1.79 $4.36K - $6.9K
178K $201K
IEMG
Ishares Inc

ETFs
-2.25K
- 12.29%
N/A
16.1K $862K
EQT
Eqt Corp

Energy
-4.12K
- 30.1%
$46.16 - $54.25 $190K - $223K
9.56K $510K
MPWR
Monolithic Power Systems Inc

Technology
-180
- 13.48%
$565.7 - $720.25 $102K - $130K
1.16K $669K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-518
- 3.4%
$60.91 - $71.4 $31.6K - $37K
14.7K $915K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-4.94K
- 7.73%
$14.21 - $15.67 $70.2K - $77.4K
59K $841K
ZTS
Zoetis Inc.

Healthcare
-782
- 7.83%
$156.48 - $175.67 $122K - $137K
9.2K $1.52M
GIS
General Mills Inc

Consumer Defensive
-1.06K
- 8.72%
$57.56 - $65.3 $61.2K - $69.5K
11.1K $665K
AFRM
Affirm Holdings, Inc.

Technology
-623
- 11.93%
$43.7 - $80.98 $27.2K - $50.5K
4.6K $207K
KKR
Kkr & Co. Inc.

Financial Services
-311
- 13.8%
$108.17 - $167.07 $33.6K - $52K
1.94K $224K
DELL
Dell Technologies Inc.

Technology
-416
- 14.3%
$90.34 - $124.66 $37.6K - $51.9K
2.49K $227K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-2.52K
- 11.91%
$29.68 - $32.59 $74.7K - $82K
18.6K $555K
PXI
Invesco Exchange Traded Fd Tr

ETFs
-2.05K
- 11.56%
$40.69 - $48.82 $83.4K - $100K
15.7K $684K
BST
Black Rock Science & Technology Trust

Financial Services
-387
- 1.56%
$32.99 - $38.94 $12.8K - $15.1K
24.5K $806K
CTAS
Cintas Corp

Industrials
-894
- 24.73%
$182.09 - $208.14 $163K - $186K
2.72K $559K
FV
First Trust Dorsey Wright Focu

ETFs
-1.15K
- 13.2%
$53.91 - $63.03 $62K - $72.5K
7.56K $414K
IWS
Ishares Russell Midcap Value E

ETFs
-481
- 4.17%
$122.59 - $135.24 $59K - $65.1K
11.1K $1.39M
XEL
Xcel Energy Inc

Utilities
-1.79K
- 20.63%
$63.37 - $72.1 $114K - $129K
6.9K $488K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-605
- 10.05%
$108.02 - $120.45 $65.4K - $72.9K
5.42K $596K
BKH
Black Hills Corp

Utilities
-3.61K
- 6.12%
$55.74 - $61.86 $201K - $223K
55.3K $3.35M
PPG
Ppg Industries Inc

Basic Materials
-82
- 0.99%
$107.44 - $124.29 $8.81K - $10.2K
8.21K $897K
CLX
Clorox CO

Consumer Defensive
-39
- 0.69%
$141.76 - $162.89 $5.53K - $6.35K
5.6K $825K
PAA
Plains All American Pipeline LP

Energy
-7.5K
- 37.27%
$17.32 - $20.96 $130K - $157K
12.6K $252K
OEF
Ishares S&P 100 ETF

ETFs
-343
- 5.54%
N/A
5.84K $1.55M
ROST
Ross Stores, Inc.

Consumer Cyclical
-162
- 5.43%
$123.3 - $154.95 $20K - $25.1K
2.82K $360K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.05K
- 3.65%
$47.09 - $50.46 $49.5K - $53K
27.8K $1.32M
GTX
Garrett Motion Inc.

Consumer Cyclical
-7.86K
- 22.71%
$8.18 - $9.99 $64.3K - $78.5K
26.8K $223K
CSCO
Cisco Systems, Inc.

Technology
-4.56K
- 5.94%
$58.74 - $64.87 $268K - $296K
72.1K $4.45M
EIX
Edison International

Utilities
-107
- 2.76%
$50.06 - $80.01 $5.36K - $8.56K
3.77K $222K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-365
- 5.75%
$81.1 - $94.7 $29.6K - $34.6K
5.99K $485K
TROW
Price T Rowe Group Inc

Financial Services
-140
- 4.15%
$91.57 - $116.93 $12.8K - $16.4K
3.24K $297K
FDS
Factset Research Systems Inc

Financial Services
-27
- 0.99%
$427.5 - $476.51 $11.5K - $12.9K
2.71K $1.23M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-110
- 0.78%
$68.32 - $78.49 $7.52K - $8.63K
14K $980K
UBSI
United Bankshares Inc

Financial Services
-147
- 0.57%
$34.03 - $39.27 $5K - $5.77K
25.6K $885K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-4.65K
- 5.42%
$11.22 - $11.8 $52.2K - $54.9K
81.1K $910K
ROK
Rockwell Automation, Inc

Industrials
-78
- 3.67%
$255.29 - $303.75 $19.9K - $23.7K
2.05K $529K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.57K
- 5.93%
$37.4 - $39.42 $58.6K - $61.8K
24.9K $940K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-1.01K
- 2.32%
$123.11 - $130.57 $124K - $132K
42.5K $5.39M
PEG
Public Service Enterprise Group Inc

Utilities
-632
- 8.59%
$78.2 - $90.39 $49.4K - $57.1K
6.73K $553K
KRMA
Global X Fds Global X Consciou

ETFs
-254
- 0.8%
$36.76 - $40.63 $9.34K - $10.3K
31.5K $1.17M
MITK
Mitek Systems Inc

Technology
-1K
- 4.84%
$8.25 - $11.02 $8.25K - $11K
19.6K $162K
IWN
Ishares Russell2000 Val ETF

ETFs
-39
- 0.84%
$149.27 - $169.4 $5.82K - $6.61K
4.58K $692K
ITB
Ishares Tr

ETFs
-174
- 3.06%
$93.86 - $111.45 $16.3K - $19.4K
5.51K $524K
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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