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
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.26K
- 0.74%
$50.29 - $50.5 $63.2K - $63.5K
169K $8.52M
PFF
Ishares Trust Ishares Pfd And

ETFs
-985
- 2.21%
$30.73 - $32.26 $30.3K - $31.8K
43.6K $1.34M
BHP
Bhp Group LTD

Basic Materials
-1.17K
- 8.33%
$48.18 - $52.11 $56.2K - $60.8K
12.8K $622K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.3K
- 6.23%
$73.78 - $76.59 $95.8K - $99.5K
19.6K $1.5M
EQIX
Equinix Inc

Real Estate
-13
- 3.39%
$803.0 - $959.97 $10.4K - $12.5K
371 $302K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-2.3K
- 8.65%
$26.64 - $27.14 $61.2K - $62.3K
24.2K $649K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.15K
- 7.29%
$49.42 - $50.43 $57K - $58.2K
14.7K $733K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-4.57K
- 4.57%
$24.05 - $24.86 $110K - $114K
95.4K $2.37M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-1.33K
- 19.62%
$48.13 - $51.78 $64.1K - $68.9K
5.45K $277K
DOV
Dover Corp

Industrials
-125
- 4.95%
$174.65 - $206.43 $21.8K - $25.8K
2.4K $421K
AIQ
Global X Funds Global X Artifi

ETFs
-106
- 0.52%
$36.38 - $42.77 $3.86K - $4.53K
20.5K $744K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-460
- 10.82%
$69.82 - $78.67 $32.1K - $36.2K
3.79K $266K
MIN
Mfs Intermediate Income Trust

Financial Services
-20.7K
- 7.78%
$2.64 - $2.72 $54.7K - $56.4K
246K $660K
ARES
Ares Management Corp

Financial Services
-6
- 0.38%
$140.19 - $198.28 $841 - $1.19K
1.56K $229K
HAL
Halliburton CO

Energy
-1.05K
- 9.6%
$24.15 - $29.9 $25.4K - $31.5K
9.92K $251K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-983
- 5.81%
$50.72 - $50.92 $49.9K - $50.1K
15.9K $810K
INTU
Intuit Inc

Technology
-40
- 2.57%
$555.63 - $630.23 $22.2K - $25.2K
1.52K $930K
IEFA
Ishares Tr

ETFs
-4.19K
- 8.33%
$69.57 - $78.65 $291K - $329K
46K $3.48M
STT
State Street Corp

Financial Services
-255
- 9.56%
$84.47 - $102.23 $21.5K - $26.1K
2.41K $215K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-3.64K
- 1.39%
$28.92 - $29.24 $105K - $106K
259K $7.56M
KRE
Spdr S&P Regional Banking ETF

ETFs
-500
- 9.55%
$55.11 - $65.5 $27.6K - $32.8K
4.73K $269K
TWLO
Twilio Inc

Communication Services
-191
- 7.3%
$94.9 - $148.35 $18.1K - $28.3K
2.43K $237K
TM
Toyota Motor Corp

Consumer Cyclical
-76
- 4.4%
$176.53 - $195.35 $13.4K - $14.8K
1.65K $291K
GDDY
Go Daddy Inc.

Technology
-101
- 6.86%
$172.13 - $214.35 $17.4K - $21.6K
1.37K $246K
EW
Edwards Lifesciences Corp

Healthcare
-55
- 0.21%
$67.95 - $76.19 $3.74K - $4.19K
25.7K $1.87M
HDV
Ishares Core High Dividend ETF

ETFs
-1.45K
- 9.6%
$110.86 - $121.12 $161K - $176K
13.7K $1.66M
OXY
Occidental Petroleum Corp

Energy
-835
- 5.98%
$45.45 - $52.7 $38K - $44K
13.1K $647K
XLB
Select Sector Spdr Fd Material

ETFs
-775
- 5.56%
$83.19 - $90.99 $64.5K - $70.5K
13.2K $1.13M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-663
- 16.1%
N/A
3.46K $215K
DD
Du Pont De Nemours, Inc.

Basic Materials
-249
- 1.86%
$72.7 - $84.32 $18.1K - $21K
13.1K $980K
RF
Regions Financial Corp

Financial Services
-882
- 7.64%
$20.84 - $24.77 $18.4K - $21.8K
10.7K $231K
MFC
Manulife Financial Corp

Financial Services
-1.41K
- 11.96%
$28.41 - $31.82 $40.1K - $44.9K
10.4K $323K
INTC
Intel Corp

Technology
-9.04K
- 14.47%
$19.1 - $27.39 $173K - $248K
53.5K $1.21M
PIE
Invesco Exchange Traded Fd Tr

ETFs
-522
- 1.82%
$18.18 - $19.42 $9.49K - $10.1K
28.1K $511K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-3.11K
- 18.59%
$9.89 - $10.46 $30.8K - $32.6K
13.6K $135K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1K
- 5.54%
$35.29 - $36.56 $35.3K - $36.6K
17.1K $610K
CMA
Comerica Inc

Financial Services
-281
- 3.69%
$56.11 - $68.38 $15.8K - $19.2K
7.33K $433K
HYG
Ishares Tr

ETFs
-558
- 1.85%
$78.51 - $80.11 $43.8K - $44.7K
29.6K $2.33M
PCAR
Paccar Inc

Industrials
-101
- 2.51%
$96.91 - $112.51 $9.79K - $11.4K
3.93K $382K
NXPI
Nxp Semiconductors N.V.

Technology
-31
- 1.78%
$189.99 - $245.86 $5.89K - $7.62K
1.71K $324K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-3.59K
- 15.35%
$9.47 - $11.46 $34K - $41.1K
19.8K $212K
K
Kellogg CO

Consumer Defensive
-494
- 14.26%
$81.06 - $82.9 $40K - $41K
2.97K $245K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-592
- 8.97%
$50.17 - $51.45 $29.7K - $30.5K
6.01K $302K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-881
- 13.13%
$48.3 - $52.85 $42.6K - $46.6K
5.83K $297K
CPB
Campbell Soup CO

Consumer Defensive
-525
- 7.99%
$37.29 - $42.04 $19.6K - $22.1K
6.05K $241K
UUUU
Energy Fuels Inc

Energy
-2.7K
- 16.0%
$3.73 - $5.88 $10.1K - $15.9K
14.2K $52K
AVY
Avery Dennison Corp

Industrials
-10
- 0.29%
$174.58 - $195.91 $1.75K - $1.96K
3.41K $607K
INGR
Ingredion Inc

Consumer Defensive
-214
- 12.05%
$125.6 - $137.36 $26.9K - $29.4K
1.56K $211K
KEY
Keycorp

Financial Services
-839
- 5.11%
$15.15 - $18.3 $12.7K - $15.4K
15.6K $248K
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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