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
SCHA
Schwab Strategic Tr Us Small C

ETFs
33.8K
+ 173.81%
$25.33 - $51.16 $857K - $1.73M
53.3K $1.38M
FPE
First Tr Pfd Secs & Income ETF

ETFs
23.6K
+ 21.78%
$17.65 - $18.18 $417K - $429K
132K $2.34M
DUHP
Dimensional ETF Tr Dimensional

ETFs
11.7K
+ 12.98%
$33.62 - $35.69 $392K - $416K
101K $3.43M
SON
Sonoco Products CO

Consumer Cyclical
24.6K
+ 17.0%
$48.6 - $54.89 $1.2M - $1.35M
169K $8.27M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.12K
+ 15.69%
$241.48 - $274.89 $271K - $308K
8.27K $2.1M
ATO
Atmos Energy Corp

Utilities
2.52K
+ 152.64%
$136.41 - $151.43 $343K - $381K
4.17K $580K
GS
Goldman Sachs Group Inc

Financial Services
38
+ 0.92%
$486.1 - $608.57 $18.5K - $23.1K
4.18K $2.4M
DAL
Delta Air Lines, Inc.

Industrials
1.37K
+ 5.22%
$47.46 - $65.77 $64.8K - $89.8K
27.6K $1.67M
DDOG
Datadog, Inc.

Technology
117
+ 1.03%
$113.98 - $168.65 $13.3K - $19.7K
11.5K $1.65M
IEFA
Ishares Tr

ETFs
9.19K
+ 22.39%
$70.06 - $77.43 $644K - $712K
50.2K $3.53M
DUK
Duke Energy Corp

Utilities
5.62K
+ 14.79%
$105.76 - $120.76 $594K - $678K
43.6K $4.7M
DECK
Deckers Outdoor Corp

Consumer Cyclical
300
+ 5.43%
$152.04 - $211.12 $45.6K - $63.3K
5.83K $1.18M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.25K
+ 4.53%
$46.48 - $51.32 $198K - $218K
98.1K $4.72M
COF
Capital One Financial Corp

Financial Services
424
+ 5.39%
$145.19 - $192.01 $61.6K - $81.4K
8.29K $1.48M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.38K
+ 5.18%
$94.43 - $105.47 $130K - $146K
28K $2.85M
EMLP
First Tr Exchange Traded Iv

ETFs
4.36K
+ 6.46%
$33.69 - $38.24 $147K - $167K
71.8K $2.56M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.39K
+ 14.07%
$63.58 - $71.15 $279K - $312K
35.6K $2.32M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
3.41K
+ 12.95%
$108.28 - $117.54 $369K - $401K
29.7K $3.24M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5.69K
+ 63.14%
$60.13 - $67.31 $342K - $383K
14.7K $893K
DGRO
Ishares Core Dividend Growth E

ETFs
7.66K
+ 5.51%
$60.73 - $64.94 $465K - $498K
147K $9M
DLR
Digital Realty Trust, Inc.

Real Estate
1.31K
+ 51.31%
$156.46 - $195.69 $205K - $256K
3.86K $683K
FDVV
Fidelity High Dividend ETF

ETFs
5.69K
+ 20.88%
$49.66 - $52.63 $283K - $300K
33K $1.65M
TJX
Tjx Companies Inc

Consumer Cyclical
865
+ 1.78%
$112.15 - $127.2 $97K - $110K
49.5K $5.99M
PNR
Pentair PLC

Industrials
2.54K
+ 100.63%
$95.0 - $109.21 $242K - $278K
5.07K $510K
HWM
Howmet Aerospace Inc.

Industrials
1.97K
+ 39.7%
$99.72 - $120.09 $196K - $237K
6.93K $758K
ETN
Eaton Corp PLC

Industrials
748
+ 3.45%
$326.96 - $377.52 $245K - $282K
22.4K $7.44M
VBK
Vanguard Small Cap Growth ETF

ETFs
597
+ 8.51%
$264.18 - $304.19 $158K - $182K
7.62K $2.13M
MCK
Mckesson Corp

Healthcare
37
+ 1.2%
$482.27 - $628.5 $17.8K - $23.3K
3.12K $1.78M
UBER
Uber Technologies, Inc

Technology
7.89K
+ 48.19%
$59.93 - $86.34 $473K - $682K
24.3K $1.46M
URA
Global X Uranium ETF

ETFs
10.5K
+ 39.6%
$26.78 - $33.46 $280K - $350K
36.9K $988K
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.84K
+ 6.37%
$94.77 - $97.36 $364K - $374K
64.1K $6.12M
TTWO
Take Two Interactive Software Inc

Communication Services
405
+ 8.16%
$147.66 - $190.46 $59.8K - $77.1K
5.37K $988K
PFFA
Etfis Ser Tr I

ETFs
11.5K
+ 37.07%
$21.82 - $23.21 $251K - $266K
42.5K $929K
FITB
Fifth Third Bancorp

Financial Services
5.37K
+ 46.83%
$41.76 - $48.44 $224K - $260K
16.8K $711K
VZ
Verizon Communications Inc

Communication Services
20.5K
+ 16.78%
$39.6 - $45.21 $810K - $925K
142K $5.69M
PANW
Palo Alto Networks Inc

Technology
10.1K
+ 99.27%
$181.96 - $405.9 $1.85M - $4.12M
20.4K $3.71M
DBA
Invesco Db Agriculture Fund

ETFs
7.77K
+ 61.34%
$24.81 - $27.83 $193K - $216K
20.4K $543K
NUE
Nucor Corp

Basic Materials
2.98K
+ 73.98%
$115.78 - $167.74 $345K - $500K
7.02K $818K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
88
+ 5.65%
$260.53 - $404.79 $22.9K - $35.6K
1.65K $629K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.78K
+ 9.63%
$35.45 - $40.33 $240K - $273K
77.2K $2.77M
APO
Apollo Global Management, Inc.

Financial Services
460
+ 15.42%
$131.36 - $178.61 $60.4K - $82.2K
3.44K $568K
AMP
Ameriprise Financial Inc

Financial Services
29
+ 1.02%
$473.15 - $574.01 $13.7K - $16.6K
2.89K $1.54M
COP
Conocophillips

Energy
3.4K
+ 14.41%
$95.12 - $114.72 $324K - $390K
27K $2.68M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
9.48K
+ 76.11%
$20.92 - $23.57 $198K - $223K
21.9K $469K
VRT
Vertiv Holdings CO

Industrials
2.22K
+ 60.73%
N/A
5.87K $508K
BOTZ
Global X Fds

ETFs
6.23K
+ 12.59%
$31.11 - $34.18 $194K - $213K
55.7K $1.78M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
8.72K
+ 15.21%
$20.98 - $21.19 $183K - $185K
66.1K $1.39M
COIN
Coinbase Global, Inc.

Technology
258
+ 15.43%
$163.17 - $343.62 $42.1K - $88.7K
1.93K $479K
ISRG
Intuitive Surgical Inc

Healthcare
94
+ 2.21%
$471.27 - $550.62 $44.3K - $51.8K
4.35K $2.27M
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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