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
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
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
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
WELL
Welltower Inc.

Real Estate
754
+ 15.18%
$123.11 - $139.3 $92.8K - $105K
5.72K $720K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.86K
+ 9.19%
$23.29 - $23.93 $113K - $116K
57.7K $1.35M
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
AIQ
Global X Funds Global X Artifi

ETFs
1.43K
+ 7.47%
$36.57 - $40.57 $52.3K - $58K
20.6K $794K
EMB
Ishares Tr

ETFs
1.18K
+ 24.13%
$88.94 - $93.46 $105K - $110K
6.08K $541K
BGB
Blackstone Strategic Credit Fund

Financial Services
6.85K
+ 60.89%
$12.19 - $12.64 $83.4K - $86.5K
18.1K $221K
SEM
Select Medical Holdings Corp

Healthcare
51.4K
+ 92.94%
$18.26 - $40.2 $938K - $2.06M
107K $2.01M
KKR
Kkr & Co. Inc.

Financial Services
302
+ 15.48%
$129.87 - $162.87 $39.2K - $49.2K
2.25K $333K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.14K
+ 17.94%
$80.93 - $85.66 $92.1K - $97.5K
7.48K $605K
AUR
Aurora Innovation, Inc.

Technology
4.15K
+ 3.14%
$4.99 - $8.06 $20.7K - $33.5K
136K $859K
MITK
Mitek Systems Inc

Technology
2.87K
+ 16.11%
$8.39 - $11.45 $24K - $32.8K
20.6K $229K
XLG
Invesco Exchange Traded Fd Tr

ETFs
798
+ 5.78%
$46.94 - $51.62 $37.5K - $41.2K
14.6K $729K
PH
Parker Hannifin Corp

Industrials
97
+ 5.39%
$621.74 - $709.46 $60.3K - $68.8K
1.9K $1.21M
AVMU
American Centy ETF Travantis C

ETFs
1.58K
+ 31.83%
$45.75 - $46.94 $72.3K - $74.2K
6.55K $302K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.22K
+ 25.7%
$33.77 - $44.09 $210K - $274K
30.4K $1.03M
GAB
Gabelli Equity Trust Inc

Financial Services
12.8K
+ 48.29%
$5.36 - $5.83 $68.7K - $74.7K
39.4K $211K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
892
+ 15.56%
$43.37 - $51.46 $38.7K - $45.9K
6.62K $319K
KMB
Kimberly Clark Corp

Consumer Defensive
1.57K
+ 12.27%
$130.37 - $146.09 $205K - $229K
14.4K $1.88M
APYX
Apyx Medical Corp

Healthcare
10.8K
+ 8.68%
$1.1 - $1.9 $11.9K - $20.5K
135K $213K
GLD
Spdr Gold Trust

ETFs
400
+ 1.04%
$236.59 - $257.5 $94.6K - $103K
38.8K $9.4M
YUM
Yum Brands Inc

Consumer Cyclical
857
+ 8.29%
$130.36 - $139.54 $112K - $120K
11.2K $1.5M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
802
+ 1.03%
$24.94 - $25.74 $20K - $20.6K
78.5K $2M
ARES
Ares Management Corp

Financial Services
150
+ 10.58%
$153.38 - $183.7 $23K - $27.6K
1.57K $277K
SYK
Stryker Corp

Healthcare
200
+ 1.42%
$345.14 - $392.15 $69K - $78.4K
14.3K $5.16M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.82K
+ 37.58%
$26.63 - $30.23 $75K - $85.1K
10.3K $274K
IYW
Ishares Dj Us Tech ETF

ETFs
244
+ 12.09%
$148.14 - $166.23 $36.1K - $40.6K
2.26K $360K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
254
+ 1.83%
$71.55 - $82.8 $18.2K - $21K
14.1K $1.06M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.15K
+ 11.82%
$20.08 - $20.61 $63.3K - $65K
29.8K $600K
PCAR
Paccar Inc

Industrials
308
+ 8.28%
$97.92 - $118.41 $30.2K - $36.5K
4.03K $419K
K
Kellogg CO

Consumer Defensive
598
+ 20.86%
$80.34 - $81.29 $48K - $48.6K
3.47K $280K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
486
+ 20.6%
$101.22 - $107.72 $49.2K - $52.4K
2.85K $290K
MIN
Mfs Intermediate Income Trust

Financial Services
24K
+ 9.91%
$2.62 - $2.77 $62.9K - $66.5K
266K $708K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
34
+ 17.99%
$1146.59 - $1270.6 $39K - $43.2K
223 $264K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
202
+ 17.91%
$201.32 - $217.44 $40.7K - $43.9K
1.33K $275K
DTE
Dte Energy CO

Utilities
716
+ 13.99%
$117.04 - $129.77 $83.8K - $92.9K
5.83K $704K
JHMM
John Hancock Multifactor Mid C

ETFs
902
+ 5.0%
$59.61 - $64.8 $53.8K - $58.4K
19K $1.13M
STT
State Street Corp

Financial Services
211
+ 8.59%
$85.96 - $100.78 $18.1K - $21.3K
2.67K $261K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.46K
+ 8.98%
$19.42 - $19.76 $47.9K - $48.7K
29.9K $582K
ROK
Rockwell Automation, Inc

Industrials
23
+ 1.09%
$264.65 - $302.92 $6.09K - $6.97K
2.13K $607K
CORP
Pimco Investment Grade Corp Bd

ETFs
1.01K
+ 7.9%
$95.1 - $99.41 $95.6K - $99.9K
13.7K $1.31M
EXC
Exelon Corp

Utilities
2.6K
+ 13.22%
$36.22 - $40.97 $94.3K - $107K
22.3K $838K
NNDM
Nano Dimension Ltd.

Technology
15.2K
+ 67.76%
$2.05 - $2.68 $31.1K - $40.7K
37.6K $93K
GLW
Corning Inc

Technology
38
+ 0.25%
$44.11 - $49.76 $1.68K - $1.89K
15.3K $726K
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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