Kingsview Wealth Management, LLC Reduced Holdings in Q3 2024

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EMGF
Ishares Msci Emerging Markets

ETFs
-352
- 1.22%
$44.02 - $50.58 $15.5K - $17.8K
28.6K $1.42M
FDS
Factset Research Systems Inc

Financial Services
-173
- 5.82%
$397.04 - $469.48 $68.7K - $81.2K
2.8K $1.29M
CME
Cme Group Inc.

Financial Services
-38
- 1.07%
$193.43 - $220.62 $7.35K - $8.38K
3.53K $778K
MPWR
Monolithic Power Systems Inc

Technology
-116
- 6.47%
$757.04 - $947.16 $87.8K - $110K
1.68K $1.55M
GLW
Corning Inc

Technology
-442
- 2.82%
$37.76 - $46.2 $16.7K - $20.4K
15.2K $688K
ED
Consolidated Edison Inc

Utilities
-89
- 1.45%
$88.42 - $104.97 $7.87K - $9.34K
6.06K $631K
UL
Unilever PLC

Consumer Defensive
-104
- 1.14%
$54.7 - $65.59 $5.69K - $6.82K
9.04K $586K
PEG
Public Service Enterprise Group Inc

Utilities
-99
- 1.62%
$73.58 - $89.21 $7.28K - $8.83K
6.03K $537K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-194
- 0.76%
$22.3 - $26.02 $4.33K - $5.05K
25.4K $660K
SJNK
Spdr Bloomberg Short Term High

ETFs
-2.49K
- 1.26%
$24.8 - $25.75 $61.8K - $64.1K
196K $5.03M
PAVE
Global X Fds Us Infrastructure

ETFs
-6.97K
- 7.24%
$36.39 - $41.16 $253K - $287K
89.2K $3.67M
IRM
Iron Mountain Inc

Real Estate
-634
- 9.8%
$89.69 - $119.32 $56.9K - $75.6K
5.83K $693K
IWS
Ishares Russell Midcap Value E

ETFs
-54
- 0.49%
$119.52 - $132.25 $6.45K - $7.14K
11.1K $1.46M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-56
- 0.18%
$91.41 - $101.59 $5.12K - $5.69K
31.3K $3.17M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-2.36K
- 9.96%
$98.71 - $117.61 $233K - $277K
21.3K $2.51M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-23
- 0.56%
$523.84 - $572.02 $12K - $13.2K
4.12K $2.35M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-279
- 0.97%
$285.48 - $330.24 $79.6K - $92.1K
28.4K $9.14M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-574
- 2.86%
$111.9 - $124.28 $64.2K - $71.3K
19.5K $2.41M
CEG
Constellation Energy Corp

Utilities
-137
- 4.74%
$167.08 - $262.86 $22.9K - $36K
2.75K $715K
ETN
Eaton Corp PLC

Industrials
-778
- 3.46%
$272.52 - $333.02 $212K - $259K
21.7K $7.18M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-905
- 1.7%
$39.47 - $49.4 $35.7K - $44.7K
52.4K $2.49M
ISRG
Intuitive Surgical Inc

Healthcare
-68
- 1.57%
$416.14 - $494.01 $28.3K - $33.6K
4.26K $2.09M
DE
Deere & CO

Industrials
-6
- 0.14%
$344.84 - $418.0 $2.07K - $2.51K
4.16K $1.74M
D
Dominion Energy, Inc

Utilities
-999
- 3.61%
$48.01 - $58.53 $48K - $58.5K
26.6K $1.54M
IWD
Ishares Russell 1000 Val ETF

ETFs
-274
- 1.73%
$173.36 - $189.8 $47.5K - $52K
15.5K $2.95M
VZ
Verizon Communications Inc

Communication Services
-6.18K
- 4.83%
$38.89 - $45.0 $240K - $278K
122K $5.47M
AUR
Aurora Innovation, Inc.

Technology
-78.6K
- 37.27%
$2.81 - $6.4 $221K - $503K
132K $782K
PLTR
Palantir Technologies Inc.

Technology
-8.27K
- 19.24%
$24.09 - $37.95 $199K - $314K
34.7K $1.29M
SYY
Sysco Corp

Consumer Defensive
-244
- 0.68%
$69.16 - $78.98 $16.9K - $19.3K
35.8K $2.8M
MGEE
Mge Energy Inc

Utilities
-2.66K
- 9.5%
$73.49 - $92.42 $195K - $246K
25.3K $2.31M
PB
Prosperity Bancshares Inc

Financial Services
-3K
- 7.36%
$59.22 - $74.29 $178K - $223K
37.7K $2.72M
TDG
Trans Digm Group Inc

Industrials
-369
- 7.19%
$1202.03 - $1427.41 $444K - $527K
4.76K $6.8M
SHOP
Shopify Inc.

Technology
-1.24K
- 4.99%
$52.26 - $80.75 $64.7K - $100K
23.6K $1.89M
WMB
Williams Companies, Inc.

Energy
-1.48K
- 1.44%
$41.24 - $46.22 $61K - $68.4K
101K $4.62M
VEEV
Veeva Systems Inc

Healthcare
-151
- 1.4%
$180.43 - $223.9 $27.2K - $33.8K
10.6K $2.22M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-328
- 0.48%
$31.95 - $38.02 $10.5K - $12.5K
68.2K $2.55M
SO
Southern CO

Utilities
-1.4K
- 4.05%
$77.0 - $90.52 $108K - $127K
33.3K $3M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.67K
- 1.63%
$50.02 - $54.5 $83.3K - $90.7K
100K $5.46M
RPM
Rpm International Inc

Basic Materials
-324
- 1.15%
$103.91 - $125.03 $33.7K - $40.5K
27.7K $3.36M
TJX
Tjx Companies Inc

Consumer Cyclical
-113
- 0.23%
$107.93 - $120.23 $12.2K - $13.6K
48.7K $5.72M
UNP
Union Pacific Corp

Industrials
-419
- 1.73%
$221.78 - $256.09 $92.9K - $107K
23.8K $5.87M
BX
Blackstone Inc.

Financial Services
-804
- 3.91%
$120.77 - $159.66 $97.1K - $128K
19.8K $3.03M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-59
- 0.33%
$156.14 - $187.2 $9.21K - $11K
17.9K $3.31M
MSI
Motorola Solutions, Inc.

Technology
-8
- 0.09%
$385.65 - $450.49 $3.09K - $3.6K
9K $4.05M
CAG
Conagra Brands Inc.

Consumer Defensive
-30.7K
- 7.91%
$28.13 - $32.83 $864K - $1.01M
358K $11.6M
ABT
Abbott Laboratories

Healthcare
-293
- 0.37%
$100.07 - $118.13 $29.3K - $34.6K
78.1K $8.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
-279
- 1.28%
$247.34 - $300.11 $69K - $83.7K
21.6K $6.43M
KIE
Spdr S&P Insurance ETF

ETFs
-10
- 0.01%
$49.44 - $56.87 $494 - $569
120K $6.83M
SPGI
S&P Global Inc.

Financial Services
-1.36K
- 6.16%
$446.32 - $527.38 $607K - $718K
20.7K $10.7M
Activity Summary
Buys All Purchases 670 New Holdings 137 Increased Positions 533 Sells All Sells 361 Reductions 361 Sold out 0 Options Calls 0 Puts 0
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