Kingsview Wealth Management, LLC Reduced Holdings in Q4 2024

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WU
Western Union CO

Financial Services
-151K
- 76.44%
$10.52 - $11.94 $1.59M - $1.81M
46.6K $494K
CVX
Chevron Corp

Energy
-10.1K
- 8.77%
$141.15 - $162.53 $1.43M - $1.64M
105K $15.2M
DOW
Dow Inc.

Basic Materials
-22.6K
- 44.88%
$39.1 - $55.34 $884K - $1.25M
27.8K $1.11M
INSW
International Seaways, Inc.

Energy
-26K
- 62.1%
$32.46 - $54.3 $845K - $1.41M
15.9K $570K
PEP
Pepsico Inc

Consumer Defensive
-381
- 0.45%
$151.29 - $176.1 $57.6K - $67.1K
84.6K $12.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
-13.8K
- 54.39%
$106.33 - $110.69 $1.47M - $1.53M
11.6K $1.24M
FTC
First Tr Lge Cap Growth

ETFs
-18.4K
- 11.76%
$130.13 - $149.09 $2.4M - $2.74M
138K $19M
FDT
First Trust Developed Markets

ETFs
-14.6K
- 7.39%
$53.27 - $57.72 $777K - $842K
183K $9.89M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-26.6K
- 10.43%
$48.48 - $49.47 $1.29M - $1.32M
229K $11.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-19.1K
- 16.78%
$44.04 - $49.49 $839K - $943K
94.5K $4.16M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-10.5K
- 25.82%
$75.1 - $82.99 $792K - $875K
30.3K $2.29M
FEX
First Tr Large Cap Core Alphde

ETFs
-10.6K
- 10.86%
$103.29 - $112.88 $1.1M - $1.2M
87.2K $9.1M
HYLS
First Tr Tactical High Yield L

ETFs
-23K
- 10.06%
$41.29 - $42.03 $949K - $966K
205K $8.49M
UNH
Unitedhealth Group Inc

Healthcare
-521
- 4.98%
$485.52 - $625.25 $253K - $326K
9.94K $5.03M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-9.71K
- 4.81%
$100.16 - $100.7 $972K - $978K
192K $19.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.62K
- 39.45%
$563.99 - $620.12 $916K - $1.01M
2.49K $1.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.33K
- 5.39%
$567.81 - $607.81 $1.33M - $1.42M
41K $24M
IXUS
Ishares Tr

ETFs
-8.45K
- 20.96%
$65.95 - $72.56 $557K - $613K
31.9K $2.11M
ADI
Analog Devices Inc

Technology
-175
- 0.4%
$206.35 - $236.48 $36.1K - $41.4K
43.8K $9.31M
VEA
Vanguard Ftse Developed Market

ETFs
-4.92K
- 4.61%
$47.57 - $52.44 $234K - $258K
102K $4.87M
MPWR
Monolithic Power Systems Inc

Technology
-343
- 20.44%
$560.06 - $942.58 $192K - $323K
1.34K $789K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-17.6K
- 3.88%
$29.77 - $30.19 $525K - $532K
437K $13M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-6.31K
- 59.75%
$72.97 - $96.75 $460K - $610K
4.25K $315K
KLAC
Kla Corp

Technology
-73
- 1.63%
$614.46 - $829.55 $44.9K - $60.6K
4.4K $2.77M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.24K
- 0.7%
$34.13 - $37.35 $42.5K - $46.5K
177K $6.05M
MPC
Marathon Petroleum Corp

Energy
-575
- 2.35%
$131.65 - $174.84 $75.7K - $101K
23.9K $3.33M
DVY
Ishares Tr

ETFs
-4.5K
- 50.86%
$129.55 - $143.41 $583K - $645K
4.35K $570K
FEM
First Trust Emerging Markets A

ETFs
-13.6K
- 8.28%
$22.03 - $24.21 $300K - $330K
151K $3.32M
FYT
First Trust Small Cap

ETFs
-9.8K
- 8.36%
$53.73 - $60.73 $527K - $595K
107K $5.91M
FTCS
First Trust Capital Strength E

ETFs
-4K
- 4.73%
$87.62 - $94.03 $350K - $376K
80.5K $7.07M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-6.25K
- 23.06%
$74.5 - $78.37 $465K - $490K
20.9K $1.56M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-25.6K
- 29.09%
$22.04 - $23.08 $564K - $590K
62.4K $1.4M
CAT
Caterpillar Inc

Industrials
-577
- 4.92%
$360.37 - $416.88 $208K - $241K
11.2K $4.05M
NRG
Nrg Energy, Inc.

Utilities
-5.7K
- 20.64%
$85.3 - $101.61 $486K - $579K
21.9K $1.98M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-14.8K
- 32.42%
$32.65 - $33.68 $482K - $497K
30.8K $1.01M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-29.7K
- 27.8%
$17.93 - $18.8 $532K - $558K
77K $1.4M
SOXX
Ishares Semiconductor ETF

ETFs
-718
- 2.97%
$211.27 - $239.8 $152K - $172K
23.5K $5.06M
INTC
Intel Corp

Technology
-13.1K
- 17.31%
$19.07 - $26.23 $250K - $343K
62.5K $1.25M
PAVE
Global X Fds Us Infrastructure

ETFs
-10.7K
- 12.01%
$40.41 - $45.95 $433K - $492K
78.5K $3.17M
FYC
First Trust Small Cap Growth A

ETFs
-10K
- 10.44%
$72.19 - $84.64 $723K - $848K
85.9K $6.65M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-8.84K
- 28.39%
$46.07 - $48.17 $407K - $426K
22.3K $1.03M
VEEV
Veeva Systems Inc

Healthcare
-2.24K
- 21.12%
$201.81 - $250.45 $452K - $561K
8.36K $1.76M
OXY
Occidental Petroleum Corp

Energy
-7.49K
- 34.92%
$45.36 - $55.91 $340K - $419K
14K $689K
LGOV
First Tr ETF Iv Long Duration

ETFs
-12.8K
- 13.96%
$20.75 - $22.49 $265K - $287K
78.7K $1.64M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-5.4K
- 33.55%
$69.58 - $74.87 $376K - $405K
10.7K $749K
BP
Bp PLC

Energy
-9.75K
- 16.79%
$28.16 - $33.14 $275K - $323K
48.3K $1.43M
MDT
Medtronic PLC

Healthcare
-2.22K
- 10.61%
$79.61 - $92.24 $177K - $205K
18.7K $1.5M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-129
- 0.19%
$31.24 - $37.15 $4.03K - $4.79K
68K $2.18M
CTAS
Cintas Corp

Industrials
-1.26K
- 25.83%
$182.7 - $226.47 $230K - $285K
3.62K $660K
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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