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
GBIL
Goldman Sachs Access Treasury

ETFs
-674
- 3.71%
$99.85 - $100.22 $67.3K - $67.5K
17.5K $1.75M
HQL
Tekla Life Sciences Investors

Financial Services
-271
- 0.78%
$13.12 - $15.25 $3.56K - $4.13K
34.7K $455K
RS
Reliance Steel & Aluminum CO

Basic Materials
-23
- 0.7%
$264.2 - $326.32 $6.08K - $7.51K
3.25K $876K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-147
- 3.51%
$71.56 - $85.77 $10.5K - $12.6K
4.04K $288K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.31K
- 17.67%
$33.39 - $37.66 $43.6K - $49.1K
6.08K $203K
IVE
Ishares S&P 500 Value ETF

ETFs
-173
- 3.51%
$189.5 - $206.17 $32.8K - $35.7K
4.76K $908K
AOR
Ishares Tr Core Growth Allocat

ETFs
-771
- 7.42%
$57.32 - $59.66 $44.2K - $46K
9.62K $551K
SRLN
Ssga Active Trust

ETFs
-1.51K
- 5.55%
$41.48 - $42.08 $62.7K - $63.6K
25.7K $1.07M
HRB
H&R Block Inc

Consumer Cyclical
-7
- 0.12%
$52.14 - $63.36 $365 - $444
5.66K $299K
IWM
Ishares Russell 2000 ETF

ETFs
-275
- 0.99%
$216.13 - $242.4 $59.4K - $66.7K
27.6K $6.09M
GCI
Gannett Co., Inc.

Communication Services
-5K
- 9.09%
$4.68 - $5.81 $23.4K - $29K
50K $252K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.95K
- 10.61%
$35.94 - $36.85 $69.9K - $71.7K
16.4K $603K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
-3.25K
- 8.72%
$12.11 - $12.77 $39.4K - $41.5K
34K $412K
CNI
Canadian National Railway CO

Industrials
-21
- 0.67%
$100.62 - $117.12 $2.11K - $2.46K
3.1K $314K
ORCC
Owl Rock Capital Corp

Financial Services
-3.75K
- 10.88%
N/A
30.7K $411K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-416
- 3.44%
$33.43 - $36.52 $13.9K - $15.2K
11.7K $394K
CNQ
Canadian Natural Resources LTD

Energy
-835
- 9.26%
$29.51 - $37.6 $24.6K - $31.4K
8.18K $252K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.25K
- 19.1%
$41.16 - $42.25 $51.5K - $52.9K
5.3K $223K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-698
- 5.0%
$46.68 - $47.95 $32.6K - $33.5K
13.3K $623K
PIE
Invesco Exchange Traded Fd Tr

ETFs
-251
- 0.87%
$19.22 - $20.71 $4.82K - $5.2K
28.7K $550K
VOD
Vodafone Group Public LTD CO

Communication Services
-686
- 2.65%
$8.37 - $9.95 $5.74K - $6.83K
25.2K $213K
ACN
Accenture PLC

Technology
-81
- 0.75%
$343.9 - $376.86 $27.9K - $30.5K
10.7K $3.77M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
-361
- 3.12%
$20.06 - $25.14 $7.24K - $9.08K
11.2K $236K
NEAR
Blackrock Short Maturity Bond

ETFs
-487
- 1.8%
$50.28 - $51.08 $24.5K - $24.9K
26.6K $1.34M
ES
Eversource Energy

Utilities
-49
- 1.25%
$55.9 - $67.73 $2.74K - $3.32K
3.87K $222K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-52
- 0.12%
$86.65 - $94.9 $4.51K - $4.93K
44.6K $3.87M
ALL
Allstate Corp

Financial Services
-304
- 6.49%
$181.25 - $208.2 $55.1K - $63.3K
4.38K $844K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-212
- 0.38%
$44.33 - $49.55 $9.4K - $10.5K
55.4K $2.49M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-148
- 3.87%
$75.65 - $83.47 $11.2K - $12.4K
3.68K $279K
WPC
W. P. Carey Inc.

Real Estate
-101
- 2.29%
$53.44 - $61.33 $5.4K - $6.19K
4.31K $234K
HFRO
Highland Income Fund\Ma

Financial Services
-2.65K
- 9.72%
$5.16 - $6.21 $13.7K - $16.5K
24.6K $127K
AGNC
Agnc Investment Corp.

Real Estate
-1.88K
- 10.93%
$9.21 - $10.59 $17.3K - $19.9K
15.3K $140K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-27
- 0.57%
$103.53 - $112.72 $2.8K - $3.04K
4.73K $492K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-103
- 0.44%
$54.15 - $58.81 $5.58K - $6.06K
23.1K $1.25M
GUG
Guggenheim Active Allocation Fund

ETFs
-255
- 1.28%
$14.87 - $16.49 $3.79K - $4.2K
19.6K $291K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-26
- 2.09%
$165.45 - $196.93 $4.3K - $5.12K
1.22K $202K
HPQ
Hp Inc

Technology
-412
- 6.08%
$32.46 - $39.3 $13.4K - $16.2K
6.37K $207K
BLND
Blend Labs, Inc.

Technology
-21.8K
- 17.88%
$3.31 - $5.35 $72.1K - $117K
100K $421K
AVIG
American Centy ETF Tr Avantis

ETFs
-412
- 4.96%
$40.48 - $42.48 $16.7K - $17.5K
7.9K $320K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
-1.5K
- 9.04%
$10.41 - $11.76 $15.6K - $17.6K
15.1K $160K
ARCC
Ares Capital Corp

Financial Services
-5.17K
- 6.13%
$20.74 - $22.27 $107K - $115K
79.1K $1.73M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-322
- 6.04%
$80.18 - $88.79 $25.8K - $28.6K
5.01K $403K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-76
- 2.11%
$63.27 - $70.31 $4.81K - $5.34K
3.53K $224K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-316
- 4.4%
$31.83 - $34.97 $10.1K - $11.1K
6.87K $221K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-847
- 11.6%
$41.8 - $43.67 $35.4K - $37K
6.46K $276K
PBA
Pembina Pipeline Corp

Energy
-3
- 0.04%
$35.89 - $43.35 $108 - $130
6.94K $256K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-4.82K
- 21.38%
$5.7 - $8.27 $27.5K - $39.9K
17.7K $119K
ECC
Eagle Point Credit CO Inc.

Financial Services
-1.9K
- 15.97%
$8.7 - $9.98 $16.5K - $19K
10K $88K
PRU
Prudential Financial Inc

Financial Services
-80
- 1.14%
$114.59 - $129.52 $9.17K - $10.4K
6.93K $821K
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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