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
POCT
Innovator U.S. Equity Power Bu

ETFs
-20
- 0.29%
$36.35 - $41.3 $727 - $826
6.81K $281K
XRAY
Dentsply Sirona Inc.

Healthcare
-114
- 0.58%
$12.55 - $16.75 $1.43K - $1.91K
19.4K $307K
AI
C3.Ai, Inc.

Technology
-722
- 7.43%
$18.24 - $27.8 $13.2K - $20.1K
9K $221K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-379
- 3.51%
$24.38 - $30.18 $9.24K - $11.4K
10.4K $314K
RY
Royal Bank Of Canada

Financial Services
-415
- 10.89%
$108.36 - $131.55 $45K - $54.6K
3.4K $446K
VOD
Vodafone Group Public LTD CO

Communication Services
-1.03K
- 4.47%
$8.19 - $10.66 $8.39K - $10.9K
21.9K $233K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-643
- 5.36%
$17.11 - $21.71 $11K - $14K
11.4K $246K
VBR
Vanguard Small Cap Value ETF

ETFs
-252
- 3.13%
$162.76 - $195.77 $41K - $49.3K
7.81K $1.52M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-89
- 1.49%
$30.87 - $39.17 $2.75K - $3.49K
5.88K $230K
AEM
Agnico Eagle Mines LTD

Basic Materials
-37
- 1.42%
$99.48 - $124.46 $3.68K - $4.61K
2.57K $305K
EQT
Eqt Corp

Energy
-391
- 4.09%
$46.11 - $60.44 $18K - $23.6K
9.17K $534K
CARE
Carter Bankshares, Inc.

Financial Services
-1K
- 2.77%
$13.86 - $17.55 $13.9K - $17.6K
35.1K $608K
MITK
Mitek Systems Inc

Technology
-600
- 3.05%
$7.11 - $10.34 $4.27K - $6.2K
19K $188K
IYY
Ishares Tr

ETFs
-26
- 1.22%
$120.9 - $150.87 $3.14K - $3.92K
2.1K $316K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-199
- 1.54%
$34.48 - $39.76 $6.86K - $7.91K
12.8K $507K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-142
- 0.6%
$22.63 - $26.95 $3.21K - $3.83K
23.5K $632K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-449
- 0.63%
$51.1 - $53.29 $22.9K - $23.9K
70.6K $3.76M
CME
Cme Group Inc.

Financial Services
-8
- 0.26%
$252.37 - $290.71 $2.02K - $2.33K
3.06K $843K
MCHP
Microchip Technology Inc

Technology
-1.42K
- 24.01%
$35.34 - $71.6 $50K - $101K
4.48K $315K
KKR
Kkr & Co. Inc.

Financial Services
-18
- 0.93%
$92.79 - $134.29 $1.67K - $2.42K
1.92K $255K
USFD
Us Foods Holding Corp.

Consumer Defensive
-33
- 1.03%
$60.47 - $79.12 $2K - $2.61K
3.17K $243K
PH
Parker Hannifin Corp

Industrials
-221
- 10.56%
$517.23 - $700.54 $114K - $155K
1.87K $1.31M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-214
- 4.36%
$108.06 - $135.3 $23.1K - $29K
4.7K $635K
VCR
Vanguard Consumer Discretionar

ETFs
-2
- 0.19%
$290.42 - $364.35 $581 - $729
1.04K $375K
VONE
Vanguard Russell 1000 ETF

ETFs
-5
- 0.35%
$225.48 - $280.86 $1.13K - $1.4K
1.41K $396K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-2
- 0.11%
$153.22 - $199.8 $306 - $400
1.77K $331K
NKE
Nike, Inc.

Consumer Cyclical
-1.12K
- 7.23%
$53.27 - $72.04 $59.6K - $80.5K
14.3K $1.02M
IWS
Ishares Russell Midcap Value E

ETFs
-215
- 1.94%
$110.58 - $132.14 $23.8K - $28.4K
10.8K $1.43M
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.43K
- 13.3%
$31.67 - $42.89 $45.4K - $61.5K
9.35K $400K
VXF
Vanguard Extended Market ETF

ETFs
-5
- 0.23%
$150.43 - $192.71 $752 - $964
2.14K $411K
ABNB
Airbnb, Inc.

Consumer Cyclical
-24
- 0.61%
$105.69 - $140.64 $2.54K - $3.38K
3.92K $518K
DWM
Wisdomtree Tr

ETFs
-17
- 0.18%
$52.06 - $63.91 $885 - $1.09K
9.23K $586K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-43
- 0.67%
$108.87 - $133.04 $4.68K - $5.72K
6.38K $849K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
-4.5K
- 28.51%
$14.29 - $26.02 $64.3K - $117K
11.3K $281K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-667
- 1.09%
$91.23 - $97.27 $60.9K - $64.9K
60.3K $5.87M
REFR
Research Frontiers Inc

Technology
-19.6K
- 10.99%
$0.97 - $2.03 $19K - $39.7K
158K $259K
TWLO
Twilio Inc

Communication Services
-49
- 2.02%
$81.34 - $124.36 $3.99K - $6.09K
2.38K $295K
URI
United Rentals, Inc.

Industrials
-27
- 4.34%
$551.94 - $753.4 $14.9K - $20.3K
595 $448K
DMCY
Advisors Inner Circle Fd Iii D

ETFs
-2.24K
- 4.49%
$23.08 - $28.53 $51.6K - $63.8K
47.6K $1.35M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-73
- 2.62%
$272.36 - $339.57 $19.9K - $24.8K
2.72K $922K
IRM
Iron Mountain Inc

Real Estate
-191
- 3.63%
$76.93 - $105.25 $14.7K - $20.1K
5.07K $520K
ADP
Automatic Data Processing Inc

Industrials
-38
- 0.14%
$276.76 - $326.81 $10.5K - $12.4K
28K $8.63M
KRMA
Global X Fds Global X Consciou

ETFs
-630
- 2.0%
$32.84 - $40.38 $20.7K - $25.4K
30.8K $1.25M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-515
- 0.95%
$21.21 - $23.5 $10.9K - $12.1K
53.7K $1.26M
PIE
Invesco Exchange Traded Fd Tr

ETFs
-178
- 0.63%
$15.45 - $20.94 $2.75K - $3.73K
28K $585K
BK
Bank Of New York Mellon Corp

Financial Services
-530
- 3.08%
$73.31 - $91.62 $38.9K - $48.6K
16.7K $1.52M
MKTX
Marketaxess Holdings Inc

Financial Services
-985
- 2.32%
$203.19 - $231.09 $200K - $228K
41.4K $9.25M
EFG
Msci Eafe Growth ETF

ETFs
-546
- 4.71%
$89.8 - $112.0 $49K - $61.2K
11K $1.24M
JCI
Johnson Controls International PLC

Industrials
-672
- 11.28%
$71.14 - $105.62 $47.8K - $71K
5.29K $558K
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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