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
ABNB
Airbnb, Inc.

Consumer Cyclical
134
+ 3.63%
$125.36 - $147.37 $16.8K - $19.7K
3.83K $502K
SNPS
Synopsys Inc

Technology
88
+ 18.53%
$485.36 - $588.0 $42.7K - $51.7K
563 $273K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
772
+ 7.25%
$98.47 - $109.35 $76K - $84.4K
11.4K $1.12M
MTB
M&T Bank Corp

Financial Services
75
+ 4.2%
$172.48 - $221.95 $12.9K - $16.6K
1.86K $349K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
707
+ 4.36%
$50.67 - $50.9 $35.8K - $36K
16.9K $857K
IWS
Ishares Russell Midcap Value E

ETFs
488
+ 4.42%
$128.08 - $140.32 $62.5K - $68.5K
11.5K $1.49M
SPMD
Spdr Portfolio

ETFs
564
+ 1.87%
$54.13 - $59.56 $30.5K - $33.6K
30.7K $1.68M
CGUS
Capital Group Core Equity ETF
710
+ 10.82%
$33.96 - $36.24 $24.1K - $25.7K
7.27K $254K
MFC
Manulife Financial Corp

Financial Services
519
+ 4.6%
$29.21 - $32.87 $15.2K - $17.1K
11.8K $362K
PPL
Ppl Corp

Utilities
1.37K
+ 5.13%
$31.47 - $35.0 $43.1K - $47.9K
28.1K $911K
RSP
Invesco S&P 500 Equal Weight E

ETFs
487
+ 3.34%
$174.22 - $187.62 $84.8K - $91.4K
15.1K $2.64M
NXL
Nexalin Technology, Inc.

Healthcare
10K
New
$0.62 - $4.36 $6.2K - $43.6K
10K $27K
VRSK
Verisk Analytics, Inc.

Industrials
12
+ 0.38%
$262.86 - $294.75 $3.15K - $3.54K
3.16K $869K
TTE
Total Energies Se

Energy
375
+ 2.68%
N/A
14.4K $987K
FISV
Fiserv Inc

Technology
209
+ 3.46%
N/A
6.24K $781K
CLX
Clorox CO

Consumer Defensive
177
+ 3.24%
$156.51 - $169.74 $27.7K - $30K
5.64K $916K
CGDV
Capital Group Divid Value ETF

ETFs
2.41K
+ 4.74%
$35.16 - $37.12 $84.9K - $89.6K
53.4K $1.88M
BTI
British American Tobacco P.L.C.

Consumer Defensive
789
+ 6.31%
$34.25 - $37.94 $27K - $29.9K
13.3K $482K
ITM
Vaneck Intermediate Muni ETF

ETFs
667
+ 7.93%
$45.56 - $46.97 $30.4K - $31.3K
9.08K $418K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.6K
+ 221.89%
$22.01 - $66.82 $167K - $508K
11K $250K
KRMA
Global X Fds Global X Consciou

ETFs
632
+ 2.03%
$38.55 - $40.97 $24.4K - $25.9K
31.7K $1.24M
HYD
Vaneck High Yield Muni ETF

ETFs
532
+ 13.2%
$51.09 - $53.06 $27.2K - $28.2K
4.56K $236K
POCT
Innovator U.S. Equity Power Bu

ETFs
483
+ 7.61%
$38.63 - $40.03 $18.7K - $19.3K
6.83K $270K
QTEC
First Trust Nasdaq 100 Technol

ETFs
200
+ 3.49%
$185.87 - $204.12 $37.2K - $40.8K
5.92K $1.12M
PSLV
Sprott Physical Silver Trust

Financial Services
35K
+ 8.82%
$9.65 - $11.76 $338K - $412K
432K $4.17M
FLR
Fluor Corp

Industrials
96
+ 1.03%
$46.92 - $58.93 $4.5K - $5.66K
9.45K $465K
VBR
Vanguard Small Cap Value ETF

ETFs
205
+ 2.43%
$197.36 - $217.3 $40.5K - $44.5K
8.64K $1.71M
RY
Royal Bank Of Canada

Financial Services
262
+ 7.65%
$119.72 - $128.02 $31.4K - $33.5K
3.69K $444K
HAL
Halliburton CO

Energy
1.28K
+ 13.2%
$25.77 - $31.99 $33K - $40.9K
11K $298K
IJK
Ishares S&P Midcap 400 Growth

ETFs
351
+ 2.15%
$90.66 - $99.46 $31.8K - $34.9K
16.7K $1.52M
ROST
Ross Stores, Inc.

Consumer Cyclical
89
+ 3.08%
$138.59 - $156.61 $12.3K - $13.9K
2.98K $451K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
1K
+ 3.0%
$9.32 - $10.4 $9.32K - $10.4K
34.4K $334K
TROW
Price T Rowe Group Inc

Financial Services
3
+ 0.09%
$106.48 - $124.69 $319 - $374
3.38K $381K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
363
+ 8.59%
$48.33 - $49.08 $17.5K - $17.8K
4.59K $222K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
93
+ 0.28%
$33.92 - $36.6 $3.15K - $3.4K
33.2K $1.15M
APA
Apa Corp

Energy
1.1K
+ 10.73%
$20.47 - $27.07 $22.5K - $29.8K
11.4K $263K
HDV
Ishares Core High Dividend ETF

ETFs
789
+ 5.5%
$110.82 - $121.28 $87.4K - $95.7K
15.1K $1.7M
TSN
Tyson Foods, Inc.

Consumer Defensive
376
+ 7.47%
$57.14 - $64.54 $21.5K - $24.3K
5.41K $310K
FTS
Fortis Inc.

Utilities
698
+ 14.89%
$41.04 - $45.81 $28.6K - $32K
5.39K $223K
VONE
Vanguard Russell 1000 ETF

ETFs
3
+ 0.21%
$257.18 - $277.76 $772 - $833
1.41K $377K
OXSQ
Oxford Square Capital Corp.

Financial Services
13K
+ 23.46%
$2.41 - $2.98 $31.3K - $38.7K
68.4K $166K
PDI
Pimco Dynamic Income Fund

Financial Services
1.57K
+ 13.3%
$18.33 - $20.85 $28.7K - $32.7K
13.3K $244K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
121
+ 2.01%
$60.51 - $65.57 $7.32K - $7.93K
6.15K $374K
PGR
Progressive Corp

Financial Services
144
+ 7.2%
$239.6 - $268.88 $34.5K - $38.7K
2.15K $513K
PPA
Invesco Exchange Traded Fd Tr

ETFs
64
+ 1.21%
$113.79 - $124.5 $7.28K - $7.97K
5.37K $616K
WOW
Wide Open West, Inc.

Communication Services
2K
+ 11.76%
$4.67 - $5.68 $9.34K - $11.4K
19K $94K
SPG
Simon Property Group Inc

Real Estate
2
+ 0.13%
$167.23 - $183.84 $334 - $368
1.49K $256K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
643
+ 3.39%
$24.66 - $27.63 $15.9K - $17.8K
19.6K $495K
LZB
La Z Boy Inc

Consumer Cyclical
3
+ 0.05%
$38.05 - $46.11 $114 - $138
5.71K $248K
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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