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
Lam Research Corp
-1.37K
- 2.48%
N/A
53.9K $0
Ge Vernova Inc
-341
- 4.23%
N/A
7.72K $0
Innovator Etfs Trust
-9
- 0.08%
N/A
11.5K $0
PID
Invesco Exchange Traded Fd Tr

ETFs
-6
- 0.02%
N/A
24.7K $440K
Astera Labs Inc
-2.29K
- 30.37%
N/A
5.25K $0
FSCO
Fs Cr Opportunities Corp Com
-50.9K
- 57.81%
N/A
37.1K $0
Veralto Corp
-484
- 12.54%
N/A
3.38K $0
Pgim ETF Tr
-27.9K
- 22.37%
N/A
96.7K $0
Cava Group Inc
-8.12K
- 39.05%
N/A
12.7K $0
KOCT
Innovator Laddered Fund Of U.S
-1.43K
- 3.96%
N/A
34.7K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-2.59K
- 9.05%
N/A
26K $0
Capital Group Core Balanced
-3.88K
- 12.25%
N/A
27.8K $0
Bunge Global Sa
-3.53K
- 2.94%
N/A
117K $0
PDEC
Innovator U.S. Equity Power Bu
-3.69K
- 38.85%
N/A
5.82K $0
Exchange Traded Concepts Tru
-2.17K
- 8.02%
N/A
24.8K $0
SUB
Ishares Short Term National Mu

ETFs
-38
- 0.62%
$104.77 - $106.34 $3.98K - $4.04K
6.1K $648K
Hartford Fds Exchange Traded
-755
- 8.02%
N/A
8.66K $0
Gsk PLC
-87
- 0.57%
N/A
15.1K $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-43
- 0.48%
$22.43 - $23.23 $964 - $999
8.9K $206K
CINF
Cincinnati Financial Corp

Financial Services
-12
- 0.48%
$126.6 - $151.6 $1.52K - $1.82K
2.48K $369K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-920
- 12.92%
$30.25 - $38.85 $27.8K - $35.7K
6.2K $240K
FFIN
First Financial Bankshares Inc

Financial Services
-27
- 0.1%
$31.3 - $37.48 $845 - $1.01K
26.7K $962K
IWD
Ishares Russell 1000 Val ETF

ETFs
-571
- 3.08%
$166.82 - $194.23 $95.3K - $111K
17.9K $3.48M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-24
- 0.08%
$20.16 - $20.49 $484 - $492
30K $613K
XLB
Select Sector Spdr Fd Material

ETFs
-242
- 1.84%
$74.27 - $88.92 $18K - $21.5K
12.9K $1.13M
GUG
Guggenheim Active Allocation Fund

ETFs
-550
- 2.81%
$13.98 - $15.75 $7.69K - $8.66K
19.1K $298K
HYG
Ishares Tr

ETFs
-609
- 2.06%
$75.75 - $80.65 $46.1K - $49.1K
29K $2.34M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-2.66K
- 7.73%
$7.35 - $9.25 $19.6K - $24.6K
31.8K $293K
CMI
Cummins Inc

Industrials
-176
- 3.99%
$267.12 - $336.65 $47K - $59.3K
4.24K $1.39M
SCCO
Southern Copper Corp

Basic Materials
-173
- 6.27%
$75.63 - $104.64 $13.1K - $18.1K
2.58K $261K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.34K
- 11.01%
$40.94 - $52.1 $54.9K - $69.8K
10.8K $564K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-87
- 0.64%
$17.5 - $18.46 $1.52K - $1.61K
13.4K $248K
UL
Unilever PLC

Consumer Defensive
-164
- 1.85%
$57.9 - $65.43 $9.5K - $10.7K
8.72K $533K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
-155
- 0.38%
$22.03 - $22.83 $3.41K - $3.54K
40.6K $925K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-71
- 1.21%
$81.46 - $94.63 $5.78K - $6.72K
5.8K $549K
AOR
Ishares Tr Core Growth Allocat

ETFs
-494
- 5.17%
$53.36 - $61.57 $26.4K - $30.4K
9.06K $557K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-60
- 1.14%
$42.54 - $50.99 $2.55K - $3.06K
5.21K $265K
JHG
Janus Henderson Group PLC

Financial Services
-690
- 5.31%
$29.47 - $38.84 $20.3K - $26.8K
12.3K $477K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-434
- 2.7%
$103.88 - $123.68 $45.1K - $53.7K
15.6K $1.93M
IWV
Ishares Russell 3000 ETF

ETFs
-124
- 7.87%
$281.67 - $351.0 $34.9K - $43.5K
1.45K $509K
FNGR
Finger Motion, Inc.

Communication Services
-2.75K
- 12.46%
$1.23 - $4.57 $3.38K - $12.6K
19.3K $39K
WHR
Whirlpool Corp

Consumer Cyclical
-248
- 8.16%
$75.71 - $101.42 $18.8K - $25.2K
2.79K $283K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-634
- 3.72%
$33.11 - $37.79 $21K - $24K
16.4K $620K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-87
- 3.05%
$91.62 - $109.97 $7.97K - $9.57K
2.77K $304K
TROW
Price T Rowe Group Inc

Financial Services
-37
- 1.14%
$80.27 - $98.06 $2.97K - $3.63K
3.2K $308K
CNI
Canadian National Railway CO

Industrials
-78
- 2.5%
$92.66 - $108.13 $7.23K - $8.43K
3.04K $315K
GLW
Corning Inc

Technology
-2.27K
- 11.68%
$39.07 - $52.59 $88.6K - $119K
17.2K $902K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-2.17K
- 7.25%
$37.66 - $43.85 $81.6K - $95K
27.7K $1.22M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-105
- 3.29%
$73.02 - $90.22 $7.67K - $9.47K
3.09K $275K
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
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email