Kingsview Wealth Management, LLC Purchases in Q4 2024

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.09%
N/A
2.16K $400K
JGRO
J P Morgan Exchange Traded Fd
17K
+ 369.68%
N/A
21.7K $0
Blackrock ETF Trust Ii
19.7K
+ 181.63%
N/A
30.5K $0
Lam Research Corp
56.3K
New
N/A
56.3K $0
Capital Group New Geography
710
+ 4.56%
N/A
16.3K $0
CGMS
Capital Grp Core Plus Income E
17.6K
+ 12.86%
N/A
155K $0
Morgan Stanley ETF Trust
6.23K
New
N/A
6.23K $0
Morgan Stanley ETF Trust
904
+ 11.8%
N/A
8.57K $0
Jacobs Solutions Inc
294
+ 8.05%
N/A
3.94K $0
Blackrock Inc
7.62K
New
N/A
7.62K $0
Capital Grp Fixed Incm ETF T
37.5K
+ 20.63%
N/A
219K $0
Natwest Group PLC
11.4K
New
N/A
11.4K $0
Neos ETF Trust
5.89K
New
N/A
5.89K $0
Blackrock ETF Trust Ii
13K
+ 205.34%
N/A
19.3K $0
CHKP
Check Point Software Technologies LTD

Technology
57
+ 3.11%
$170.18 - $209.01 $9.7K - $11.9K
1.89K $353K
Reddit Inc
171
+ 4.48%
N/A
3.99K $0
Proshares Tr
6.21K
+ 91.37%
N/A
13K $0
Proshares Tr
9.79K
+ 16.57%
N/A
68.9K $0
YALL
Tidal ETF Tr God Bless Amer Et
2.1K
+ 13.76%
N/A
17.4K $0
Arm Holdings PLC
350
+ 14.44%
N/A
2.77K $0
Arista Networks Inc
18.6K
New
N/A
18.6K $0
Morgan Stanley ETF Trust
5.69K
New
N/A
5.69K $0
Veralto Corp
64
+ 1.67%
N/A
3.9K $0
Pimco ETF Tr
1.62K
+ 5.45%
N/A
31.3K $0
Investment Managers Ser Tr I
10.4K
New
N/A
10.4K $0
ILCG
Ishares Morningstar Growth ETF
787
+ 7.06%
N/A
11.9K $0
Proshares Tr
6.42K
+ 131.93%
N/A
11.3K $0
Tidal ETF Tr
8.64K
New
N/A
8.64K $0
Northern Lts Fd Tr Iv
1.02M
+ 78.79%
N/A
2.3M $0
Pacer Fds Tr
94.9K
New
N/A
94.9K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.84K
New
N/A
4.84K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
6.78K
+ 72.14%
N/A
16.2K $0
GIGB
Goldman Sachs ETF Access Invt
226
+ 2.03%
N/A
11.4K $0
HEFA
Ishares Currency Hedged Msci E

ETFs
454
+ 1.9%
$34.42 - $35.88 $15.6K - $16.3K
24.3K $845K
RGI
Invesco S&P 500 Equal Weight I

ETFs
218
+ 2.01%
N/A
11K $0
Astera Labs Inc
1.26K
+ 20.22%
N/A
7.49K $0
Ishares Bitcoin Trust ETF
33.2K
+ 78.05%
N/A
75.7K $0
FIS
Fidelity National Information Services, Inc.

Technology
88
+ 3.09%
$80.14 - $90.95 $7.05K - $8K
2.94K $237K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
717
+ 6.48%
$20.04 - $22.53 $14.4K - $16.2K
11.8K $237K
PHK
Pimco High Income Fund

Financial Services
2.63K
+ 2.67%
$4.85 - $5.16 $12.8K - $13.6K
101K $492K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
305
+ 1.34%
$238.25 - $261.28 $72.7K - $79.7K
23K $5.58M
ASTS
Ast Space Mobile, Inc.

Communication Services
5.22K
+ 23.31%
$21.1 - $28.49 $110K - $149K
27.6K $583K
ROUS
Hartford Multifactor Us Equity

ETFs
128
+ 1.4%
$50.86 - $54.39 $6.51K - $6.96K
9.29K $472K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
133
+ 1.51%
$36.54 - $37.53 $4.86K - $4.99K
8.97K $329K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
17
+ 0.3%
$40.97 - $42.66 $696 - $725
5.71K $236K
SHW
Sherwin Williams CO

Basic Materials
107
+ 11.15%
$338.75 - $399.71 $36.2K - $42.8K
1.07K $362K
PFG
Principal Financial Group Inc

Financial Services
314
+ 9.0%
$74.91 - $91.26 $23.5K - $28.7K
3.8K $294K
IWN
Ishares Russell2000 Val ETF

ETFs
38
+ 0.83%
$162.69 - $181.35 $6.18K - $6.89K
4.62K $758K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
399
+ 7.77%
$58.88 - $64.8 $23.5K - $25.9K
5.53K $325K
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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