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
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-4.75K
- 44.63%
$50.03 - $50.27 $238K - $239K
5.9K $295K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.35K
- 9.5%
$156.61 - $168.02 $212K - $227K
12.9K $2.07M
LRGF
Ishares Tr

ETFs
-1.12K
- 1.62%
$56.95 - $63.95 $63.7K - $71.5K
68K $3.93M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.23K
- 7.38%
$81.62 - $96.63 $101K - $119K
15.5K $1.29M
DBA
Invesco Db Agriculture Fund

ETFs
-8.48K
- 41.49%
$26.05 - $28.38 $221K - $241K
12K $314K
TT
Trane Technologies PLC

Industrials
-241
- 5.28%
$332.0 - $400.86 $80K - $96.6K
4.32K $1.46M
XPO
Xpo Logistics, Inc.

Industrials
-822
- 14.16%
$106.12 - $148.16 $87.2K - $122K
4.98K $535K
MSI
Motorola Solutions, Inc.

Technology
-2
- 0.02%
$411.73 - $482.1 $823 - $964
9.09K $3.98M
VBK
Vanguard Small Cap Growth ETF

ETFs
-25
- 0.33%
$247.97 - $296.33 $6.2K - $7.41K
7.59K $1.91M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-191
- 11.61%
$283.06 - $421.16 $54.1K - $80.4K
1.45K $411K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-8.1K
- 12.99%
$21.79 - $23.09 $177K - $187K
54.3K $1.19M
WDAY
Workday, Inc.

Technology
-375
- 7.7%
$233.53 - $277.82 $87.6K - $104K
4.49K $1.05M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-945
- 5.56%
$117.4 - $131.02 $111K - $124K
16.1K $1.92M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.78K
- 19.22%
$44.72 - $46.25 $214K - $221K
20.1K $924K
APO
Apollo Global Management, Inc.

Financial Services
-726
- 21.08%
$126.01 - $172.06 $91.5K - $125K
2.72K $372K
MLKN
Millerknoll, Inc.

Consumer Cyclical
-1.34K
- 2.78%
$18.34 - $23.29 $24.6K - $31.3K
47K $899K
COIN
Coinbase Global, Inc.

Technology
-212
- 10.98%
$172.23 - $301.3 $36.5K - $63.9K
1.72K $295K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-172
- 6.9%
$522.96 - $601.18 $89.9K - $103K
2.32K $1.24M
PNR
Pentair PLC

Industrials
-1.27K
- 25.12%
$84.0 - $105.35 $107K - $134K
3.8K $332K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1.09K
- 2.43%
$37.33 - $45.03 $40.6K - $49K
43.8K $1.67M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-405
- 12.68%
$302.31 - $337.54 $122K - $137K
2.79K $855K
MAIN
Main Street Capital Corp

Financial Services
-2.58K
- 20.35%
$54.71 - $63.1 $141K - $163K
10.1K $571K
CCL
Carnival Corp

Consumer Cyclical
-1.11K
- 3.96%
$19.08 - $28.49 $21.1K - $31.6K
26.9K $525K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.44K
- 16.68%
$45.72 - $51.73 $111K - $126K
12.2K $560K
ENB
Enbridge Inc

Energy
-8.4K
- 7.77%
$41.54 - $45.45 $349K - $382K
99.8K $4.42M
PR
Permian Resources Corporation

Energy
-10.3K
- 23.51%
$12.33 - $16.0 $127K - $165K
33.6K $465K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.31K
- 20.58%
$96.88 - $111.25 $127K - $146K
5.06K $505K
IEZ
Ishares Tr

ETFs
-7.98K
- 41.04%
$18.42 - $22.2 $147K - $177K
11.5K $223K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.91K
- 25.53%
$78.0 - $84.37 $149K - $161K
5.57K $444K
UNH
Unitedhealth Group Inc

Healthcare
-638
- 6.42%
$461.52 - $548.18 $294K - $350K
9.3K $4.87M
JEF
Jefferies Financial Group Inc.

Financial Services
-75
- 1.22%
$52.22 - $81.31 $3.92K - $6.1K
6.05K $324K
WSM
Williams Sonoma Inc

Consumer Cyclical
-201
- 4.4%
$158.1 - $217.71 $31.8K - $43.8K
4.37K $690K
SWKS
Skyworks Solutions, Inc.

Technology
-327
- 5.91%
$64.12 - $93.96 $21K - $30.7K
5.21K $336K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-2.38K
- 2.03%
$48.25 - $52.09 $115K - $124K
115K $5.68M
LGOV
First Tr ETF Iv Long Duration

ETFs
-9.52K
- 12.08%
$20.41 - $21.7 $194K - $206K
69.2K $1.49M
PRU
Prudential Financial Inc

Financial Services
-933
- 13.46%
$105.04 - $122.33 $98K - $114K
6K $669K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-109
- 2.82%
$254.58 - $302.92 $27.7K - $33K
3.76K $960K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.88K
- 1.77%
$49.25 - $50.66 $92.4K - $95.1K
104K $5.17M
CB
Chubb LTD

Financial Services
-1.01K
- 16.46%
$257.71 - $301.99 $261K - $305K
5.13K $1.55M
AMP
Ameriprise Financial Inc

Financial Services
-10
- 0.35%
$472.29 - $575.13 $4.72K - $5.75K
2.88K $1.39M
KMB
Kimberly Clark Corp

Consumer Defensive
-2.13K
- 14.8%
$124.46 - $147.4 $265K - $313K
12.2K $1.74M
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.65K
- 19.72%
$33.21 - $53.49 $87.9K - $142K
10.8K $358K
IRM
Iron Mountain Inc

Real Estate
-381
- 6.75%
$82.79 - $111.31 $31.5K - $42.4K
5.26K $452K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-560
- 9.35%
$168.16 - $186.21 $94.2K - $104K
5.43K $927K
PFFA
Etfis Ser Tr I

ETFs
-5.13K
- 12.08%
$21.21 - $22.3 $109K - $114K
37.3K $791K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-94
- 9.38%
$634.14 - $744.83 $59.6K - $70K
908 $575K
CRWD
Crowd Strike Holdings, Inc.

Technology
-646
- 7.47%
$308.86 - $455.36 $200K - $294K
8K $2.82M
CGCP
Capital Group Core Plus Income

ETFs
-8.1K
- 4.47%
$21.94 - $22.64 $178K - $183K
173K $3.88M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.89K
- 12.19%
$79.17 - $82.04 $149K - $155K
13.6K $1.11M
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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