Kingsview Wealth Management, LLC Sells in Q4 2024

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-934K
- 87.69%
$124.26 - $134.12 $116M - $125M
131K $16.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
-901K
- 97.24%
$57.78 - $60.4 $52.1M - $54.4M
25.6K $1.48M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-697K
- 90.75%
$71.75 - $75.11 $50M - $52.4M
71.1K $5.11M
BALT
Innovator Etfs Tr
-1.48M
- 89.31%
$30.76 - $31.55 $45.4M - $46.6M
177K $5.55M
XLU
Utilities Sector Spdr

ETFs
-403K
- 93.17%
$74.89 - $82.93 $30.2M - $33.4M
29.5K $2.24M
XLB
Select Sector Spdr Fd Material

ETFs
-265K
- 95.02%
$83.8 - $97.58 $22.2M - $25.9M
13.9K $1.17M
MRK
Merck & Co., Inc.

Healthcare
-150K
- 43.5%
$96.31 - $114.76 $14.5M - $17.2M
195K $19.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-287K
- 38.95%
$40.06 - $45.21 $11.5M - $13M
450K $18.3M
EQT
Eqt Corp

Energy
-234K
- 94.48%
$35.62 - $46.89 $8.33M - $11M
13.7K $630K
MCHP
Microchip Technology Inc

Technology
-100K
- 91.31%
$55.51 - $79.05 $5.56M - $7.92M
9.54K $547K
CSCO
Cisco Systems, Inc.

Technology
-163K
- 67.97%
$52.45 - $60.02 $8.54M - $9.77M
76.7K $4.54M
ITB
Ishares Tr

ETFs
-58.7K
- 91.18%
$103.31 - $129.34 $6.07M - $7.6M
5.68K $587K
NKE
Nike, Inc.

Consumer Cyclical
-73K
- 81.86%
$73.36 - $89.13 $5.36M - $6.51M
16.2K $1.22M
IVV
Ishares Core S&P 500 ETF

ETFs
-12.1K
- 28.99%
$570.51 - $610.59 $6.91M - $7.39M
29.6K $17.5M
DIS
Walt Disney CO

Communication Services
-72.1K
- 63.76%
$92.39 - $117.6 $6.66M - $8.48M
41K $4.56M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12.1K
- 20.62%
$442.29 - $483.08 $5.34M - $5.84M
46.5K $21.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-47.2K
- 32.11%
$87.1 - $98.49 $4.11M - $4.65M
99.8K $8.71M
IAU
Ishares Gold Trust

ETFs
-110K
- 23.46%
$48.37 - $52.65 $5.33M - $5.8M
360K $17.8M
XLP
Consumer Staples Sector Spdr

ETFs
-68.4K
- 20.91%
N/A
259K $19.7M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-173K
- 36.73%
$26.08 - $27.65 $4.5M - $4.77M
297K $7.77M
IEF
Ishares Barclays

ETFs
-37.5K
- 15.89%
$92.08 - $98.18 $3.45M - $3.68M
198K $18.3M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-41.6K
- 29.37%
$24.19 - $50.58 $1.01M - $2.1M
100K $2.43M
JNJ
Johnson & Johnson

Healthcare
-9.89K
- 6.5%
$143.34 - $165.86 $1.42M - $1.64M
142K $20.6M
VTI
Vanguard Total Stock Market Et

ETFs
-13.7K
- 34.51%
$280.04 - $302.45 $3.83M - $4.14M
26K $7.53M
MBCC
Northern Lts Fd Tr Iv Monarch
-71.6K
- 2.3%
$34.07 - $36.46 $2.44M - $2.61M
3.04M $105M
ORCL
Oracle Corp

Technology
-14K
- 4.07%
$165.41 - $192.43 $2.32M - $2.7M
331K $55.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-34.5K
- 56.48%
$88.59 - $94.57 $3.05M - $3.26M
26.5K $2.36M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-27.7K
- 81.06%
$108.6 - $115.42 $3M - $3.19M
6.46K $705K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-44.4K
- 60.61%
$72.18 - $81.41 $3.2M - $3.61M
28.9K $2.18M
IWV
Ishares Russell 3000 ETF

ETFs
-9.62K
- 85.94%
$323.08 - $349.08 $3.11M - $3.36M
1.57K $526K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-17.3K
- 74.28%
$176.42 - $186.91 $3.05M - $3.23M
5.99K $1.07M
BMY
Bristol Myers Squibb CO

Healthcare
-63K
- 66.5%
$51.92 - $59.94 $3.27M - $3.77M
31.7K $1.79M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-9.86K
- 75.52%
$311.11 - $335.64 $3.07M - $3.31M
3.19K $1.03M
CMI
Cummins Inc

Industrials
-9.72K
- 68.93%
$324.93 - $383.42 $3.16M - $3.73M
4.38K $1.53M
UNM
Unum Group

Financial Services
-50.8K
- 91.07%
$58.88 - $77.07 $2.99M - $3.91M
4.97K $363K
CF
Cf Industries Holdings, Inc.

Basic Materials
-34.1K
- 92.83%
$81.39 - $94.14 $2.77M - $3.21M
2.63K $224K
UPS
United Parcel Service Inc

Industrials
-19.3K
- 48.18%
$122.65 - $138.35 $2.36M - $2.66M
20.7K $2.61M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-45.6K
- 9.03%
$59.74 - $60.03 $2.73M - $2.74M
460K $27.5M
HCA
Hca Healthcare, Inc.

Healthcare
-5.74K
- 77.73%
$297.52 - $415.61 $1.71M - $2.39M
1.65K $493K
ABBV
Abb Vie Inc.

Healthcare
-5.5K
- 7.42%
$164.99 - $203.87 $907K - $1.12M
68.6K $12.2M
IOO
Ishares Tr Global 100 ETF

ETFs
-23.9K
- 74.08%
$97.46 - $103.45 $2.33M - $2.47M
8.36K $842K
RTX
Raytheon Technologies Corp

Industrials
-17.9K
- 35.98%
$114.45 - $127.21 $2.05M - $2.28M
31.8K $3.68M
OMC
Omnicom Group Inc.

Communication Services
-21.9K
- 90.12%
$85.82 - $105.47 $1.88M - $2.31M
2.4K $206K
CAG
Conagra Brands Inc.

Consumer Defensive
-16.7K
- 4.67%
$26.48 - $32.72 $442K - $546K
341K $9.46M
NVO
Novo Nordisk A S

Healthcare
-16.4K
- 76.89%
$85.0 - $120.04 $1.4M - $1.97M
4.94K $425K
DHT
Dht Holdings, Inc.

Energy
-184K
- 77.61%
$8.89 - $12.06 $1.63M - $2.22M
53K $492K
FTA
First Tr Large Cap Value

ETFs
-18.2K
- 7.44%
$75.21 - $83.49 $1.37M - $1.52M
227K $17.3M
CTVA
Corteva, Inc.

Basic Materials
-34.2K
- 75.64%
$55.21 - $64.13 $1.89M - $2.19M
11K $627K
SYY
Sysco Corp

Consumer Defensive
-25.3K
- 70.63%
$73.63 - $81.77 $1.86M - $2.07M
10.5K $804K
Activity Summary
Buys All Purchases 661 New Holdings 128 Increased Positions 533 Sells All Sells 398 Reductions 398 Sold out 0 Options Calls 1 Puts 0
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