Kingsview Wealth Management, LLC Sells in Q1 2025

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
-2.09K
- 8.85%
$148.15 - $186.25 $310K - $390K
21.6K $3.68M
DAL
Delta Air Lines, Inc.

Industrials
-961
- 3.49%
$43.6 - $69.06 $41.9K - $66.4K
26.6K $1.16M
WTW
Willis Towers Watson PLC

Financial Services
-4.02K
- 12.13%
$306.61 - $340.78 $1.23M - $1.37M
29.1K $9.85M
OKE
Oneok Inc

Energy
-4.45K
- 10.99%
$89.57 - $109.85 $399K - $489K
36K $3.58M
VEA
Vanguard Ftse Developed Market

ETFs
-15.5K
- 15.21%
$47.4 - $52.99 $734K - $820K
86.3K $4.39M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-4.78K
- 13.43%
$58.81 - $68.2 $281K - $326K
30.8K $1.84M
DOW
Dow Inc.

Basic Materials
-9.42K
- 33.91%
$34.36 - $41.92 $324K - $395K
18.4K $641K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5.26K
- 9.5%
$40.03 - $46.81 $211K - $246K
50.1K $2.04M
WMT
Walmart Inc.

Consumer Defensive
-2.12K
- 2.12%
$84.5 - $105.05 $179K - $223K
98K $8.61M
GTLS
Chart Industries Inc

Industrials
-613
- 8.1%
$141.99 - $218.35 $87K - $134K
6.96K $1M
OC
Owens Corning

Industrials
-1.75K
- 28.99%
$137.83 - $191.19 $241K - $335K
4.29K $612K
NUE
Nucor Corp

Basic Materials
-3.64K
- 51.82%
$114.48 - $142.52 $416K - $518K
3.38K $406K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2.51K
- 28.12%
$121.0 - $142.28 $304K - $358K
6.43K $800K
CAT
Caterpillar Inc

Industrials
-86
- 0.77%
$326.75 - $407.63 $28.1K - $35.1K
11.1K $3.65M
TFC
Truist Financial Corp

Financial Services
-748
- 0.48%
$39.48 - $48.15 $29.5K - $36K
155K $6.36M
XLF
Financial Sector Spdr

ETFs
-16.7K
- 5.39%
$47.32 - $52.19 $790K - $872K
293K $14.6M
KSS
Kohls Corp

Consumer Cyclical
-18.3K
- 49.64%
$8.06 - $14.12 $147K - $258K
18.5K $151K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-357
- 0.8%
$77.91 - $92.26 $27.8K - $32.9K
44.2K $3.52M
PAVE
Global X Fds Us Infrastructure

ETFs
-3.93K
- 5.01%
$37.31 - $43.82 $147K - $172K
74.5K $2.81M
STZ
Constellation Brands, Inc.

Consumer Defensive
-829
- 15.12%
$161.05 - $222.93 $134K - $185K
4.65K $853K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-7.92K
- 35.53%
$45.56 - $47.23 $361K - $374K
14.4K $675K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.91K
- 38.2%
$62.43 - $84.12 $244K - $329K
6.33K $412K
KR
Kroger CO

Consumer Defensive
-23.1K
- 12.39%
$58.36 - $67.72 $1.35M - $1.57M
163K $11.1M
JOBY
Joby Aviation, Inc.

Industrials
-31.3K
- 42.26%
$5.99 - $10.27 $187K - $321K
42.7K $257K
AMAT
Applied Materials Inc

Technology
-495
- 3.23%
$145.06 - $195.51 $71.8K - $96.8K
14.8K $2.15M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.44K
- 37.41%
$142.1 - $183.56 $205K - $265K
2.41K $345K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-79
- 0.44%
$168.84 - $202.89 $13.3K - $16K
18K $3.17M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.06K
- 9.7%
$47.79 - $59.89 $98.3K - $123K
19.2K $962K
VGIT
Vanguard Intermediate Term Tre

ETFs
-5.88K
- 22.99%
$57.44 - $59.4 $338K - $349K
19.7K $1.17M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-3.08K
- 4.81%
$94.86 - $97.12 $292K - $299K
61K $5.81M
FEM
First Trust Emerging Markets A

ETFs
-18K
- 11.95%
$21.28 - $23.9 $383K - $431K
133K $3.04M
DHT
Dht Holdings, Inc.

Energy
-33.3K
- 62.86%
$9.33 - $11.85 $311K - $395K
19.7K $206K
IVW
Ishares S&P 500 Growth ETF

ETFs
-416
- 1.48%
$92.45 - $106.69 $38.5K - $44.4K
27.6K $2.56M
ASML
Asml Holding Nv

Technology
-331
- 17.27%
$662.63 - $776.99 $219K - $257K
1.59K $1.05M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.22K
- 37.87%
N/A
5.28K $453K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.43K
- 16.71%
$21.75 - $24.28 $205K - $229K
47K $1.04M
CSX
Csx Corp

Industrials
-3.8K
- 6.88%
$29.11 - $33.67 $111K - $128K
51.4K $1.51M
UFPI
Ufp Industries Inc

Basic Materials
-2.18K
- 33.97%
$103.91 - $118.67 $227K - $259K
4.24K $453K
FDX
Fedex Corp

Industrials
-602
- 18.46%
$230.33 - $281.53 $139K - $169K
2.66K $648K
FNK
First Trust Mid Cap Value Alph

ETFs
-3.05K
- 8.43%
$48.96 - $55.86 $149K - $170K
33.1K $1.67M
EMB
Ishares Tr

ETFs
-3K
- 49.37%
$88.64 - $92.03 $266K - $276K
3.08K $278K
MCHP
Microchip Technology Inc

Technology
-3.64K
- 38.19%
$48.41 - $64.3 $176K - $234K
5.9K $285K
SPMD
Spdr Portfolio

ETFs
-2.96K
- 9.64%
$50.21 - $57.73 $148K - $171K
27.7K $1.42M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-664
- 4.7%
$126.86 - $146.45 $84.2K - $97.2K
13.5K $1.71M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-11.3K
- 38.42%
$22.46 - $23.26 $254K - $263K
18.1K $419K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-6.39K
- 33.02%
$36.56 - $38.35 $234K - $245K
13K $479K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-625
- 14.41%
$186.55 - $250.04 $117K - $156K
3.71K $748K
NKE
Nike, Inc.

Consumer Cyclical
-714
- 4.41%
$63.29 - $81.72 $45.2K - $58.3K
15.5K $981K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-7.04K
- 18.98%
$25.58 - $29.24 $180K - $206K
30.1K $787K
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
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