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
SUN
Sunoco LP

Energy
251
+ 2.72%
$50.8 - $56.82 $12.8K - $14.3K
9.46K $486K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.44K
+ 2.87%
$89.9 - $100.66 $129K - $145K
51.5K $4.65M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
40
+ 0.29%
$53.0 - $55.5 $2.12K - $2.22K
13.8K $732K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
8
+ 0.11%
$43.6 - $47.2 $349 - $378
7.46K $325K
SIVR
Abrdn Silver ETF Trust

ETFs
508
+ 4.71%
$27.61 - $33.22 $14K - $16.9K
11.3K $311K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
172
+ 1.4%
$21.41 - $23.64 $3.68K - $4.07K
12.5K $274K
MKC
Mccormick & CO Inc

Consumer Defensive
170
+ 4.23%
$73.97 - $84.09 $12.6K - $14.3K
4.19K $319K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
350
+ 2.62%
$115.08 - $119.55 $40.3K - $41.8K
13.7K $1.58M
ROP
Roper Technologies Inc

Industrials
9
+ 1.75%
$519.85 - $575.95 $4.68K - $5.18K
522 $271K
PSEC
Prospect Capital Corp

Financial Services
573
+ 3.58%
$4.16 - $5.34 $2.38K - $3.06K
16.6K $71K
DFAX
Dimensional ETF Tr
473
+ 4.0%
$24.76 - $27.04 $11.7K - $12.8K
12.3K $305K
HEI
Heico Corp

Industrials
26
+ 2.65%
$237.06 - $279.02 $6.16K - $7.25K
1.01K $239K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
7.73K
+ 95.08%
$24.31 - $49.53 $188K - $383K
15.9K $386K
DKNG
Draft Kings Inc.

Consumer Cyclical
224
+ 1.7%
$35.32 - $44.84 $7.91K - $10K
13.4K $499K
CPB
Campbell Soup CO

Consumer Defensive
561
+ 9.33%
$41.42 - $48.71 $23.2K - $27.3K
6.57K $275K
WY
Weyerhaeuser CO

Real Estate
593
+ 8.77%
$27.21 - $33.7 $16.1K - $20K
7.35K $207K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
2.24K
+ 1.99%
$19.65 - $20.27 $44K - $45.4K
114K $2.25M
IDV
Ishares Tr

ETFs
2.59K
+ 7.96%
$27.03 - $29.92 $69.9K - $77.4K
35.1K $961K
FE
Firstenergy Corp

Utilities
44
+ 0.82%
$39.14 - $44.52 $1.72K - $1.96K
5.43K $216K
WEC
Wec Energy Group, Inc.

Utilities
821
+ 1.75%
$92.94 - $101.82 $76.3K - $83.6K
47.8K $4.49M
HTH
Hilltop Holdings Inc.

Financial Services
41
+ 0.54%
$28.47 - $34.44 $1.17K - $1.41K
7.67K $219K
HYG
Ishares Tr

ETFs
309
+ 1.04%
$78.09 - $80.04 $24.1K - $24.7K
30.1K $2.37M
FIW
First Trust Water ETF

ETFs
98
+ 1.97%
$102.02 - $110.91 $10K - $10.9K
5.06K $516K
BNDX
Vanguard Total International B

ETFs
301
+ 0.9%
$48.91 - $50.61 $14.7K - $15.2K
33.9K $1.66M
EIX
Edison International

Utilities
2
+ 0.05%
$77.93 - $88.36 $156 - $177
3.88K $309K
CSX
Csx Corp

Industrials
2.76K
+ 5.26%
$31.58 - $36.88 $87K - $102K
55.2K $1.78M
ECL
Ecolab Inc.

Basic Materials
149
+ 4.89%
$234.32 - $261.43 $34.9K - $39K
3.2K $748K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.78K
+ 3.13%
$51.09 - $55.27 $397K - $430K
256K $13.1M
OTIS
Otis Worldwide Corp

Industrials
536
+ 7.55%
$92.57 - $106.01 $49.6K - $56.8K
7.64K $707K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
42
+ 0.47%
$134.53 - $150.65 $5.65K - $6.33K
8.94K $1.21M
DEO
Diageo PLC

Consumer Defensive
10
+ 0.4%
$118.0 - $139.88 $1.18K - $1.4K
2.54K $322K
ITW
Illinois Tool Works Inc

Industrials
214
+ 2.11%
$253.56 - $278.5 $54.3K - $59.6K
10.3K $2.62M
JPSE
J P Morgan Diversified Return

ETFs
543
+ 1.03%
$46.77 - $51.7 $25.4K - $28.1K
53.5K $2.51M
XOM
Exxon Mobil Corp

Energy
11.6K
+ 8.73%
$105.51 - $125.37 $1.23M - $1.46M
145K $15.6M
NSC
Norfolk Southern Corp

Industrials
360
+ 4.13%
$230.6 - $277.0 $83K - $99.7K
9.08K $2.13M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.52K
+ 12.77%
$75.95 - $88.05 $115K - $133K
13.4K $1.02M
TDIV
First Trust Nasdaq Technology

ETFs
51
+ 0.22%
$78.03 - $82.13 $3.98K - $4.19K
22.9K $1.79M
SLB
Schlumberger Limited

Energy
790
+ 4.23%
$36.83 - $45.59 $29.1K - $36K
19.5K $746K
WM
Waste Management Inc

Industrials
155
+ 1.29%
$201.79 - $228.46 $31.3K - $35.4K
12.1K $2.45M
SHEL
Shell PLC

Energy
220
+ 1.37%
$60.63 - $70.23 $13.3K - $15.5K
16.3K $1.02M
SJM
J M Smucker CO

Consumer Defensive
6.9K
+ 9.42%
$106.92 - $121.75 $738K - $840K
80.1K $8.82M
CB
Chubb LTD

Financial Services
98
+ 1.62%
$271.57 - $301.89 $26.6K - $29.6K
6.14K $1.7M
PSA
Public Storage

Real Estate
44
+ 4.21%
$289.33 - $360.21 $12.7K - $15.8K
1.09K $326K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.45K
+ 3.76%
$38.37 - $42.82 $55.8K - $62.3K
40.1K $1.54M
EMGF
Ishares Msci Emerging Markets

ETFs
1.62K
+ 5.67%
$45.23 - $51.49 $73.3K - $83.4K
30.2K $1.36M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.56K
+ 5.21%
$67.29 - $73.38 $105K - $114K
31.4K $2.13M
MU
Micron Technology Inc

Technology
330
+ 7.27%
$84.16 - $113.41 $27.8K - $37.4K
4.87K $409K
D
Dominion Energy, Inc

Utilities
787
+ 2.95%
$52.63 - $60.92 $41.4K - $47.9K
27.4K $1.48M
ED
Consolidated Edison Inc

Utilities
187
+ 3.09%
$88.87 - $107.38 $16.6K - $20.1K
6.25K $557K
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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