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
CDNS
Cadence Design Systems Inc

Technology
57
+ 1.2%
$249.1 - $324.54 $14.2K - $18.5K
4.82K $1.45M
MSI
Motorola Solutions, Inc.

Technology
89
+ 0.99%
$449.08 - $504.6 $40K - $44.9K
9.09K $4.2M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.27K
+ 13.13%
$42.33 - $43.3 $181K - $185K
36.8K $1.57M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
13K
New
$9.95 - $12.23 $130K - $160K
13K $153K
MET
Metlife Inc

Financial Services
1.88K
+ 48.22%
$78.15 - $88.25 $147K - $166K
5.78K $473K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
4K
+ 9.87%
$46.63 - $47.41 $186K - $190K
44.5K $2.08M
TPR
Tapestry, Inc.

Consumer Cyclical
421
+ 6.32%
$43.54 - $66.18 $18.3K - $27.9K
7.08K $462K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.46K
+ 27.92%
$49.87 - $52.46 $172K - $181K
15.8K $790K
MAR
Marriott International Inc

Consumer Cyclical
120
+ 3.26%
$246.06 - $292.59 $29.5K - $35.1K
3.81K $1.06M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
318
+ 9.78%
$417.69 - $450.94 $133K - $143K
3.57K $1.52M
RPM
Rpm International Inc

Basic Materials
613
+ 2.21%
$120.09 - $140.26 $73.6K - $86K
28.4K $3.49M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
2.85K
+ 30.88%
$46.9 - $50.96 $134K - $145K
12.1K $573K
CGCP
Capital Group Core Plus Income

ETFs
12.7K
+ 7.57%
$22.13 - $23.17 $282K - $295K
181K $4.02M
EFV
Msci Eafe Value ETF

ETFs
5.35K
+ 17.31%
$51.78 - $57.15 $277K - $306K
36.2K $1.9M
LOW
Lowes Companies Inc

Consumer Cyclical
4.21K
+ 11.02%
$244.52 - $284.07 $1.03M - $1.19M
42.4K $10.5M
AI
C3.Ai, Inc.

Technology
906
+ 10.35%
$22.6 - $42.94 $20.5K - $38.9K
9.66K $332K
SNOW
Snowflake Inc.

Technology
195
+ 8.68%
$109.65 - $186.51 $21.4K - $36.4K
2.44K $376K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
3.37K
+ 17.68%
$46.31 - $51.02 $156K - $172K
22.4K $1.07M
TRV
Travelers Companies, Inc.

Financial Services
84
+ 0.6%
$225.97 - $266.66 $19K - $22.4K
14.1K $3.39M
FDL
First Tr Morningstar Dividend

ETFs
4.43K
+ 11.66%
$39.59 - $43.95 $175K - $195K
42.4K $1.71M
VXF
Vanguard Extended Market ETF

ETFs
509
+ 33.55%
$179.17 - $207.15 $91.2K - $105K
2.03K $384K
SNA
Snap On Inc

Industrials
24
+ 1.2%
$285.44 - $371.35 $6.85K - $8.91K
2.03K $688K
DFS
Discover Financial Services

Financial Services
305
+ 18.33%
$136.3 - $182.67 $41.6K - $55.7K
1.97K $341K
AEE
Ameren Corp

Utilities
1.14K
+ 40.09%
$85.81 - $94.98 $97.7K - $108K
3.98K $354K
IP
International Paper CO

Consumer Cyclical
1.54K
+ 32.49%
$46.64 - $59.57 $71.7K - $91.6K
6.27K $337K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.13K
+ 8.6%
$160.89 - $176.18 $181K - $199K
14.2K $2.3M
EFG
Msci Eafe Growth ETF

ETFs
2.12K
+ 22.24%
$96.83 - $106.88 $205K - $227K
11.7K $1.13M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.18K
+ 16.17%
N/A
8.5K $729K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.06K
+ 14.77%
$22.39 - $23.45 $113K - $119K
39.3K $902K
FXO
First Tr Exchange Traded Fd Fi

ETFs
224
+ 0.78%
$50.63 - $59.0 $11.3K - $13.2K
29K $1.57M
CHD
Church & Dwight CO Inc

Consumer Defensive
933
+ 27.66%
$99.11 - $112.25 $92.5K - $105K
4.31K $450K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.58K
+ 14.16%
$90.42 - $94.5 $143K - $150K
12.8K $1.15M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
5.83K
+ 8.51%
$42.84 - $45.38 $250K - $265K
74.4K $3.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
847
+ 1.69%
$84.34 - $95.14 $71.4K - $80.6K
50.9K $4.44M
NNOX
Nano X Imaging Ltd.

Healthcare
13.1K
New
$5.67 - $8.38 $74.1K - $109K
13.1K $94K
XT
Ishares Tr Exponential Technol

ETFs
1.93K
+ 9.99%
$58.7 - $62.72 $113K - $121K
21.2K $1.27M
FDX
Fedex Corp

Industrials
247
+ 8.2%
$260.5 - $305.15 $64.3K - $75.4K
3.26K $917K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.13K
+ 29.01%
$91.94 - $100.02 $104K - $113K
5.03K $465K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.69K
+ 18.87%
$114.08 - $125.68 $193K - $213K
10.7K $1.22M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.62K
+ 13.06%
$34.49 - $39.24 $55.9K - $63.6K
14K $521K
PML
Pimco Municipal Income Fund Ii

Financial Services
10.9K
New
$8.02 - $9.52 $87.6K - $104K
10.9K $88K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
822
+ 14.8%
$103.6 - $112.52 $85.2K - $92.5K
6.38K $668K
BSX
Boston Scientific Corp

Healthcare
593
+ 9.93%
$83.62 - $91.5 $49.6K - $54.3K
6.56K $586K
UUUU
Energy Fuels Inc

Energy
16.9K
New
$5.11 - $7.29 $86.3K - $123K
16.9K $86K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
4.54K
+ 7.65%
$14.38 - $15.35 $65.3K - $69.7K
63.9K $955K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
10K
New
$7.67 - $9.21 $76.7K - $92.1K
10K $85K
WELL
Welltower Inc.

Real Estate
754
+ 15.18%
$123.11 - $139.3 $92.8K - $105K
5.72K $720K
PEG
Public Service Enterprise Group Inc

Utilities
1.33K
+ 22.14%
$81.87 - $94.51 $109K - $126K
7.36K $621K
TRP
Tc Energy Corp

Energy
1.91K
+ 44.84%
$44.03 - $50.23 $83.9K - $95.7K
6.16K $286K
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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