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
O
Realty Income Corp

Real Estate
14.2K
+ 17.03%
$51.76 - $64.71 $737K - $921K
97.8K $5.22M
IGRO
Ishares Tr International Divid

ETFs
94
+ 0.74%
$67.76 - $74.48 $6.37K - $7K
12.9K $874K
SCHP
Schwab Strategic Us Tips ETF

ETFs
33.3K
+ 98.18%
$25.74 - $53.78 $856K - $1.79M
67.2K $1.73M
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
2.93K
+ 3.5%
$11.09 - $12.69 $32.5K - $37.1K
86.7K $968K
ADM
Archer Daniels Midland CO

Consumer Defensive
4.68K
+ 13.32%
$49.38 - $59.52 $231K - $278K
39.8K $2.01M
SCHO
Schwab Short Term Us Treasury

ETFs
18.2K
+ 85.93%
$24.06 - $48.88 $438K - $890K
39.4K $947K
IDXX
Idexx Laboratories Inc

Healthcare
3
+ 0.3%
$406.92 - $495.42 $1.22K - $1.49K
1.01K $415K
MELI
Mercadolibre Inc

Consumer Cyclical
33
+ 7.75%
$1666.0 - $2117.3 $55K - $69.9K
459 $780K
PPG
Ppg Industries Inc

Basic Materials
103
+ 1.26%
$119.09 - $131.37 $12.3K - $13.5K
8.29K $990K
EXPD
Expeditors International Of Washington Inc

Industrials
2.38K
+ 13.71%
$110.5 - $128.26 $263K - $305K
19.7K $2.18M
UFPI
Ufp Industries Inc

Basic Materials
150
+ 2.39%
$112.19 - $139.02 $16.8K - $20.9K
6.42K $722K
JPEM
Jp Morgan Diversified Return

ETFs
771
+ 2.57%
$51.88 - $57.84 $40K - $44.6K
30.8K $1.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
145
+ 1.36%
$148.29 - $166.93 $21.5K - $24.2K
10.8K $1.61M
MMM
3 M CO

Industrials
1.01K
+ 3.12%
$124.74 - $137.12 $125K - $138K
33.2K $4.28M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
887
+ 1.72%
$18.62 - $22.39 $16.5K - $19.9K
52.4K $989K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
930
+ 3.89%
$79.93 - $88.06 $74.3K - $81.9K
24.9K $1.99M
BHP
Bhp Group LTD

Basic Materials
949
+ 7.27%
$48.78 - $62.43 $46.3K - $59.2K
14K $683K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
94
+ 0.63%
$209.89 - $233.24 $19.7K - $21.9K
15K $3.19M
AEP
American Electric Power CO Inc

Utilities
731
+ 3.43%
$90.91 - $102.21 $66.5K - $74.7K
22.1K $2.03M
XRAY
Dentsply Sirona Inc.

Healthcare
114
+ 0.59%
$17.26 - $26.12 $1.97K - $2.98K
19.5K $370K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12K
+ 69.11%
$22.63 - $47.53 $272K - $571K
29.4K $666K
STZ
Constellation Brands, Inc.

Consumer Defensive
144
+ 2.7%
$219.66 - $257.62 $31.6K - $37.1K
5.48K $1.21M
SO
Southern CO

Utilities
1.1K
+ 3.31%
$81.5 - $94.15 $89.8K - $104K
34.4K $2.83M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
142
+ 16.51%
$701.85 - $1046.91 $99.7K - $149K
1K $713K
PG
Procter & Gamble CO

Consumer Defensive
1.43K
+ 1.81%
$161.05 - $179.7 $231K - $258K
80.5K $13.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
34K
+ 151.69%
$22.4 - $68.28 $761K - $2.32M
56.4K $1.31M
ASML
Asml Holding Nv

Technology
58
+ 3.12%
$658.43 - $872.27 $38.2K - $50.6K
1.92K $1.33M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
21.9K
+ 144.12%
$27.54 - $83.04 $603K - $1.82M
37.1K $1.03M
QCOM
Qualcomm Inc

Technology
3.87K
+ 7.54%
$150.4 - $178.04 $582K - $689K
55.2K $8.49M
AMD
Advanced Micro Devices Inc

Technology
4.57K
+ 24.07%
$118.88 - $172.8 $544K - $790K
23.6K $2.85M
TSCO
Tractor Supply CO

Consumer Cyclical
32.9K
+ 387.37%
$52.59 - $303.74 $1.73M - $9.99M
41.4K $2.2M
ELV
Elevance Health, Inc.

Healthcare
6.25K
+ 36.23%
$365.96 - $514.62 $2.29M - $3.22M
23.5K $8.68M
URI
United Rentals, Inc.

Industrials
25
+ 0.86%
$704.44 - $880.32 $17.6K - $22K
2.94K $2.07M
FNDX
Schwab Fundamental U S Large C

ETFs
192K
+ 190.79%
$23.49 - $71.77 $4.52M - $13.8M
293K $6.94M
ZTS
Zoetis Inc.

Healthcare
97
+ 0.98%
$162.24 - $194.42 $15.7K - $18.9K
9.99K $1.63M
GD
General Dynamics Corp

Industrials
192
+ 2.06%
$260.28 - $314.03 $50K - $60.3K
9.53K $2.51M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
413
+ 0.11%
$21.43 - $22.55 $8.85K - $9.31K
361K $7.79M
SPGI
S&P Global Inc.

Financial Services
3
+ 0.01%
$480.36 - $529.17 $1.44K - $1.59K
20.7K $10.3M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
752
+ 0.75%
$50.06 - $55.0 $37.6K - $41.4K
101K $5.07M
UNP
Union Pacific Corp

Industrials
148
+ 0.62%
$223.15 - $249.32 $33K - $36.9K
24K $5.47M
NOC
Northrop Grumman Corp

Industrials
183
+ 2.2%
$466.52 - $543.88 $85.4K - $99.5K
8.52K $4M
PLD
Prologis, Inc.

Real Estate
58
+ 0.27%
$101.4 - $126.96 $5.88K - $7.36K
21.2K $2.25M
MCD
Mcdonalds Corp

Consumer Cyclical
1.25K
+ 2.18%
$288.47 - $316.54 $359K - $394K
58.2K $16.9M
AMAT
Applied Materials Inc

Technology
318
+ 2.12%
$161.44 - $213.89 $51.3K - $68K
15.3K $2.49M
ADBE
Adobe Inc.

Technology
1.48K
+ 8.61%
$437.39 - $552.96 $646K - $816K
18.6K $8.28M
KO
Coca Cola CO

Consumer Defensive
1.49K
+ 2.04%
$61.74 - $71.71 $92.1K - $107K
74.7K $4.65M
CMCSA
Comcast Corp

Communication Services
18.5K
+ 5.77%
$37.39 - $45.14 $693K - $837K
340K $12.7M
PSX
Phillips 66

Energy
281
+ 0.69%
$110.35 - $138.93 $31K - $39K
40.8K $4.65M
TDG
Trans Digm Group Inc

Industrials
4
+ 0.08%
$1239.0 - $1442.53 $4.96K - $5.77K
4.77K $6.04M
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
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