Kingsview Wealth Management, LLC Incresed Positions in Q4 2024

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
2.54K
+ 5.86%
$116.4 - $138.52 $296K - $352K
45.9K $5.82M
IWF
Ishares Russell 1000 Gr ETF

ETFs
538
+ 2.75%
$370.24 - $418.94 $199K - $225K
20.1K $8.08M
CHRD
Oasis Petroleum Inc.

Energy
7.74K
+ 55.3%
$110.83 - $137.78 $858K - $1.07M
21.7K $2.53M
IBM
International Business Machines Corp

Technology
3.29K
+ 13.15%
$204.9 - $238.04 $674K - $782K
28.3K $6.22M
VEU
Vanguard Ftse All World Ex Us

ETFs
16.1K
+ 37.63%
$57.29 - $63.1 $920K - $1.01M
58.8K $3.37M
CRWD
Crowd Strike Holdings, Inc.

Technology
504
+ 6.19%
$275.15 - $388.2 $139K - $196K
8.65K $2.96M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
29.2K
+ 23.29%
$24.55 - $25.16 $716K - $734K
154K $3.81M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12.3K
+ 276.2%
$55.45 - $61.08 $682K - $751K
16.7K $928K
PHYS
Sprott Physical Gold Trust

Financial Services
33.6K
+ 30.58%
$19.66 - $21.66 $661K - $729K
144K $2.89M
PFE
Pfizer Inc

Healthcare
35.7K
+ 28.84%
$24.8 - $30.19 $884K - $1.08M
159K $4.23M
FDN
First Tr Fd Dow Jones

ETFs
1.48K
+ 16.57%
$210.5 - $257.24 $312K - $381K
10.4K $2.53M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.03K
+ 6.08%
$172.07 - $207.36 $177K - $214K
18K $3.55M
DE
Deere & CO

Industrials
1.34K
+ 32.25%
$389.45 - $466.0 $523K - $626K
5.51K $2.33M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
12.2K
+ 9.45%
$50.62 - $50.97 $616K - $620K
141K $7.15M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.63K
+ 34.48%
$129.96 - $144.97 $471K - $526K
14.1K $1.97M
NXST
Nexstar Media Group, Inc.

Communication Services
5.94K
+ 11.9%
$157.01 - $188.5 $932K - $1.12M
55.8K $8.82M
NOW
Service Now, Inc.

Technology
127
+ 4.81%
$867.18 - $1148.42 $110K - $146K
2.77K $2.93M
BAC
Bank Of America Corp

Financial Services
1.72K
+ 1.53%
$39.22 - $47.77 $67.4K - $82.1K
114K $5.01M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.14K
+ 22.92%
$87.25 - $95.52 $535K - $586K
32.9K $2.91M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6K
+ 141.32%
$47.29 - $84.74 $284K - $508K
10.2K $763K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
11.2K
+ 74.68%
$58.46 - $65.6 $657K - $737K
26.3K $1.54M
ABM
Abm Industries Inc

Industrials
11.7K
+ 31.96%
$50.32 - $58.61 $590K - $687K
48.4K $2.48M
JOBY
Joby Aviation, Inc.

Industrials
58.6K
+ 380.59%
$4.8 - $9.16 $281K - $537K
74K $601K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.2K
+ 5.02%
$91.29 - $91.8 $566K - $569K
130K $11.9M
SCHW
Schwab Charles Corp

Financial Services
6.04K
+ 89.51%
$63.31 - $82.85 $382K - $500K
12.8K $946K
FANG
Diamondback Energy, Inc.

Energy
5.43K
+ 12.19%
$153.06 - $199.5 $831K - $1.08M
50K $8.19M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.33K
+ 23.63%
$77.25 - $91.3 $334K - $395K
22.6K $1.93M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.94K
+ 5.8%
$61.68 - $67.87 $490K - $539K
145K $9.03M
CCL
Carnival Corp

Consumer Cyclical
16.9K
+ 152.37%
$17.34 - $26.8 $293K - $453K
28K $697K
RGLD
Royal Gold Inc

Basic Materials
7.74K
+ 12.24%
$131.05 - $154.26 $1.01M - $1.19M
71K $9.36M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.09K
+ 6.23%
$53.94 - $58.15 $328K - $354K
104K $5.85M
TXN
Texas Instruments Inc

Technology
2.47K
+ 3.69%
N/A
69.4K $13.5M
STLD
Steel Dynamics Inc

Basic Materials
4.83K
+ 6.88%
N/A
75.1K $7.36M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
29.3K
+ 12.99%
$18.62 - $19.05 $546K - $559K
255K $4.77M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.42K
+ 13.94%
$55.86 - $60.21 $414K - $446K
60.6K $3.47M
VB
Vanguard Small Cap ETF

ETFs
1.72K
+ 12.39%
$233.76 - $261.58 $403K - $450K
15.6K $3.75M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
43.4K
+ 14.26%
$26.79 - $30.35 $1.16M - $1.32M
348K $9.44M
JHG
Janus Henderson Group PLC

Financial Services
1.17K
+ 1.36%
$37.65 - $45.66 $44.1K - $53.4K
86.9K $3.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
57.3K
+ 206.17%
$18.41 - $40.87 $1.05M - $2.34M
85.1K $1.57M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
9.99K
+ 67.21%
$45.07 - $47.1 $450K - $470K
24.8K $1.12M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.8K
+ 54.66%
$43.02 - $47.32 $463K - $509K
30.4K $1.32M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
22.6K
+ 225.86%
$18.28 - $18.87 $413K - $427K
32.6K $598K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.29K
+ 38.95%
$51.54 - $52.55 $427K - $436K
29.6K $1.53M
PWR
Quanta Services, Inc.

Industrials
791
+ 9.18%
$296.05 - $346.6 $234K - $274K
9.41K $2.97M
SKYY
First Trust Cloud Computing Et

ETFs
320
+ 1.47%
$99.98 - $130.46 $32K - $41.7K
22.1K $2.63M
MAIN
Main Street Capital Corp

Financial Services
5.65K
+ 80.33%
$49.95 - $58.58 $282K - $331K
12.7K $743K
KMI
Kinder Morgan, Inc.

Energy
3.57K
+ 6.45%
$22.59 - $28.54 $80.6K - $102K
58.9K $1.61M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.47K
+ 5.63%
$113.92 - $127.38 $510K - $570K
83.9K $9.67M
XLE
Energy Sector Spdr

ETFs
5.33K
+ 14.08%
$83.32 - $97.27 $444K - $518K
43.1K $3.7M
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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