Kingsview Wealth Management, LLC Sells in Q4 2024

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-98
- 4.02%
$340.59 - $380.5 $33.4K - $37.3K
2.34K $856K
CAH
Cardinal Health Inc

Healthcare
-4
- 0.18%
$107.89 - $125.33 $432 - $501
2.26K $267K
FIX
Comfort Systems Usa Inc

Industrials
-5
- 0.79%
$370.68 - $504.12 $1.85K - $2.52K
631 $267K
CINF
Cincinnati Financial Corp

Financial Services
-13
- 0.49%
$132.86 - $160.16 $1.73K - $2.08K
2.66K $382K
USFD
Us Foods Holding Corp.

Consumer Defensive
-2
- 0.06%
$60.65 - $72.33 $121 - $145
3.33K $224K
BST
Black Rock Science & Technology Trust

Financial Services
-199
- 0.79%
$34.86 - $38.04 $6.94K - $7.57K
24.8K $908K
FDS
Factset Research Systems Inc

Financial Services
-66
- 2.36%
$449.69 - $495.72 $29.7K - $32.7K
2.73K $1.31M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-29
- 0.2%
$9.71 - $15.34 $282 - $445
14.3K $189K
HBAN
Huntington Bancshares Inc

Financial Services
-437
- 1.7%
$14.18 - $18.2 $6.2K - $7.95K
25.2K $410K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.1K
- 4.47%
$7.33 - $12.37 $8.03K - $13.5K
23.4K $248K
WSM
Williams Sonoma Inc

Consumer Cyclical
-555
- 10.84%
$129.13 - $198.21 $71.7K - $110K
4.57K $845K
BK
Bank Of New York Mellon Corp

Financial Services
-189
- 1.41%
$70.82 - $81.87 $13.4K - $15.5K
13.2K $1.01M
VGT
Vanguard Information Technolog

ETFs
-475
- 4.79%
$571.78 - $647.97 $272K - $308K
9.44K $5.87M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-878
- 1.92%
$38.88 - $44.07 $34.1K - $38.7K
44.8K $1.85M
LNG
Cheniere Energy, Inc.

Energy
-27
- 1.54%
$181.07 - $225.92 $4.89K - $6.1K
1.72K $370K
GDDY
Go Daddy Inc.

Technology
-15
- 1.01%
$153.16 - $209.03 $2.3K - $3.14K
1.47K $290K
TMUS
T Mobile Us, Inc.

Communication Services
-28
- 0.61%
$206.1 - $246.94 $5.77K - $6.91K
4.58K $1.01M
VST
Vistra Corp.

Utilities
-12
- 0.34%
$115.74 - $166.61 $1.39K - $2K
3.48K $479K
EPD
Enterprise Products Partners L.P.

Energy
-206
- 0.62%
$28.66 - $34.43 $5.9K - $7.09K
33.1K $1.04M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-189
- 5.63%
$338.38 - $446.21 $64K - $84.3K
3.17K $1.38M
LUV
Southwest Airlines CO

Industrials
-127
- 0.52%
$28.99 - $34.84 $3.68K - $4.42K
24.1K $810K
MS
Morgan Stanley

Financial Services
-377
- 5.7%
$104.42 - $134.99 $39.4K - $50.9K
6.24K $784K
JEF
Jefferies Financial Group Inc.

Financial Services
-15
- 0.24%
$61.95 - $81.75 $929 - $1.23K
6.13K $480K
XPO
Xpo Logistics, Inc.

Industrials
-126
- 2.12%
$105.35 - $158.2 $13.3K - $19.9K
5.8K $761K
VUG
Vanguard Growth ETF

ETFs
-1.87K
- 5.44%
$378.79 - $428.11 $706K - $798K
32.4K $13.3M
USB
Us Bancorp \De\

Financial Services
-454
- 0.55%
$43.98 - $53.66 $20K - $24.4K
82K $3.92M
IDCC
Inter Digital, Inc.

Communication Services
-74
- 2.26%
$142.61 - $200.59 $10.6K - $14.8K
3.2K $618K
T
At&T Inc.

Communication Services
-1.75K
- 0.68%
$21.22 - $23.88 $37.2K - $41.9K
258K $5.88M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
-75
- 0.19%
$41.88 - $50.49 $3.14K - $3.79K
39.3K $1.83M
SRE
Sempra Energy

Utilities
-127
- 0.27%
$80.81 - $94.77 $10.3K - $12K
46.4K $4.07M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-294
- 13.5%
$4100.99 - $5300.34 $1.21M - $1.56M
1.88K $9.36M
EW
Edwards Lifesciences Corp

Healthcare
-144
- 0.56%
$64.54 - $75.92 $9.29K - $10.9K
25.8K $1.91M
IONQ
Ion Q, Inc.

Technology
-3.96K
- 34.99%
$8.17 - $48.24 $32.4K - $191K
7.36K $307K
IWY
Ishares Tr Russell 200 Growth

ETFs
-367
- 1.68%
$216.72 - $244.71 $79.5K - $89.8K
21.5K $5.05M
VONG
Vanguard Russell 1000 Growth E

ETFs
-900
- 1.71%
$95.27 - $107.82 $85.7K - $97K
51.7K $5.34M
PAYX
Paychex Inc

Industrials
-595
- 0.92%
$135.86 - $148.73 $80.8K - $88.5K
63.9K $8.96M
ADP
Automatic Data Processing Inc

Industrials
-453
- 1.57%
$280.08 - $307.97 $127K - $140K
28.4K $8.32M
BX
Blackstone Inc.

Financial Services
-51
- 0.26%
$148.45 - $199.05 $7.57K - $10.2K
19.7K $3.4M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.92K
- 3.67%
$45.39 - $62.98 $87.3K - $121K
50.4K $2.86M
GTLS
Chart Industries Inc

Industrials
-225
- 2.89%
$119.65 - $202.35 $26.9K - $45.5K
7.57K $1.44M
DMLP
Dorchester Minerals, L.P.

Energy
-10.4K
- 3.92%
$30.69 - $34.41 $318K - $356K
254K $8.46M
TRGP
Targa Resources Corp.

Energy
-4
- 0.02%
$150.58 - $207.69 $602 - $831
24.7K $4.4M
WMB
Williams Companies, Inc.

Energy
-273
- 0.27%
$46.37 - $59.74 $12.7K - $16.3K
101K $5.46M
WFC
Wells Fargo & Company

Financial Services
-929
- 1.19%
$54.98 - $77.35 $51.1K - $71.9K
77K $5.41M
ACHR
Archer Aviation Inc.

Industrials
-67.3K
- 21.07%
$2.94 - $11.33 $198K - $763K
252K $2.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-868
- 0.88%
$481.22 - $538.17 $418K - $467K
98.1K $50.1M
NFLX
Netflix Inc

Communication Services
-4.5K
- 8.45%
$687.65 - $936.56 $3.09M - $4.21M
48.7K $43.4M
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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