$280 Million is the total value of Kingsview Wealth Management, LLC's 613 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 57.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | Buy | RYDEX ETF TRUSTgug s&p500 eq wt | $8,436,000 | +8.8% | 83,495 | +2.9% | 3.01% | -11.8% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $5,988,000 | +94.9% | 84,677 | +82.1% | 2.14% | +58.2% |
| AAPL | Buy | APPLE INC | $5,006,000 | +16.4% | 29,586 | +6.0% | 1.79% | -5.5% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $4,822,000 | +17.0% | 75,409 | +8.2% | 1.72% | -5.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,089,000 | +5.5% | 15,322 | -0.7% | 1.46% | -14.4% |
| IQDF | Buy | FLEXSHARES TRintl qltdv idx | $4,044,000 | +11.6% | 150,963 | +9.2% | 1.44% | -9.5% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $3,975,000 | +1801.9% | 25,487 | +1651.7% | 1.42% | +1442.4% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $3,861,000 | +21.3% | 63,790 | +13.8% | 1.38% | -1.6% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $3,840,000 | +23.8% | 54,826 | +15.5% | 1.37% | +0.4% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $3,631,000 | +1581.0% | 43,917 | +1562.9% | 1.30% | +1264.2% |
| PHB | Sell | POWERSHARES ETF TR IIfdm hg yld rafi | $3,442,000 | -1.7% | 181,648 | -1.0% | 1.23% | -20.3% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $3,330,000 | +6.1% | 27,398 | +5.8% | 1.19% | -13.9% |
| AMZN | Buy | AMAZON COM INC | $3,280,000 | +29.3% | 2,805 | +6.3% | 1.17% | +4.9% |
| QQQ | Buy | POWERSHARES QQQ TRUSTunit ser 1 | $3,210,000 | +9.6% | 20,608 | +2.3% | 1.15% | -11.0% |
| FYC | Buy | FIRST TR EXCNGE TRD ALPHADEXsml cp grw alp | $3,204,000 | +67.9% | 75,362 | +62.7% | 1.14% | +36.4% |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $3,084,000 | +22.9% | 30,691 | +24.2% | 1.10% | -0.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,775,000 | +13.4% | 25,948 | +1.2% | 0.99% | -8.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,754,000 | +34.2% | 19,710 | +24.9% | 0.98% | +8.9% |
| BKLN | Buy | POWERSHARES ETF TRUST IIsenior ln port | $2,720,000 | +9.0% | 118,048 | +9.6% | 0.97% | -11.6% |
| SPTL | Buy | SPDR SERIES TRUSTportfolio ln tsr | $2,695,000 | +1.6% | 73,649 | +99.9% | 0.96% | -17.6% |
| LNCE | SNYDERS-LANCE INC | $2,688,000 | +31.3% | 53,678 | 0.0% | 0.96% | +6.6% | |
| T | Buy | AT&T INC | $2,659,000 | +7.8% | 68,396 | +8.6% | 0.95% | -12.5% |
| FB | Buy | FACEBOOK INCcl a | $2,593,000 | +12.6% | 14,696 | +9.1% | 0.92% | -8.7% |
| SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $2,530,000 | +40.1% | 76,680 | +426.0% | 0.90% | +13.7% |
| MSFT | Buy | MICROSOFT CORP | $2,438,000 | +45.1% | 28,509 | +26.4% | 0.87% | +17.7% |
| BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $2,352,000 | +36.0% | 28,835 | +36.6% | 0.84% | +10.2% |
| VOO | Buy | VANGUARD INDEX FDS | $2,330,000 | +23.9% | 9,497 | +16.5% | 0.83% | +0.6% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $2,282,000 | +56.3% | 43,854 | +57.3% | 0.81% | +26.8% |
| AGG | Buy | ISHARES TRcore us aggbd et | $2,223,000 | +0.4% | 20,330 | +0.6% | 0.79% | -18.6% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,192,000 | +17.5% | 14,165 | +11.7% | 0.78% | -4.6% |
| CWB | Buy | SPDR SERIES TRUSTblmbrg brc cnvrt | $2,148,000 | +4.7% | 42,454 | +5.7% | 0.77% | -15.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,105,000 | +14.4% | 10,621 | +5.8% | 0.75% | -7.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,972,000 | +13.1% | 1,872 | +4.5% | 0.70% | -8.2% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,917,000 | +32.8% | 18,027 | +24.7% | 0.68% | +7.7% |
| V | Buy | VISA INC | $1,864,000 | +25.9% | 16,352 | +16.2% | 0.66% | +2.0% |
| PBP | Buy | POWERSHARES GLOBAL ETF FDs&p 500 buywrt | $1,837,000 | +731.2% | 85,656 | +762.8% | 0.66% | +576.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,800,000 | +17.6% | 31,637 | +11.6% | 0.64% | -4.7% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $1,778,000 | +126.8% | 34,650 | +112.0% | 0.64% | +84.1% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,749,000 | +10.3% | 11,834 | +5.5% | 0.62% | -10.5% |
| PXH | Buy | INVESCO EXCHNG TRADED FD TRftse rafi emng | $1,739,000 | +8.1% | 77,895 | +3.3% | 0.62% | -12.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,738,000 | +28.2% | 27,943 | +8.2% | 0.62% | +3.9% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $1,684,000 | -6.7% | 23,184 | -0.8% | 0.60% | -24.3% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $1,657,000 | +28.8% | 36,929 | +24.7% | 0.59% | +4.4% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,652,000 | +7.6% | 12,065 | +1.2% | 0.59% | -12.6% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $1,602,000 | +6.8% | 16,953 | +3.2% | 0.57% | -13.3% |
| FTCS | Buy | FIRST TR EXCHANGE TRADED FDcap strength etf | $1,504,000 | +10.8% | 29,482 | +2.9% | 0.54% | -10.1% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $1,481,000 | +3.0% | 14,024 | +3.9% | 0.53% | -16.4% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $1,469,000 | +13.8% | 27,569 | +7.0% | 0.52% | -7.7% |
| FTC | Buy | FIRST TR LRG CP GRWTH ALPHAD | $1,446,000 | +38.1% | 23,634 | +29.7% | 0.52% | +11.9% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,416,000 | +31.5% | 25,880 | +26.7% | 0.50% | +6.5% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,376,000 | +58.0% | 13,485 | +46.8% | 0.49% | +28.2% |
| DIS | Buy | DISNEY WALT CO | $1,362,000 | +10.5% | 12,668 | +1.3% | 0.49% | -10.3% |
| JNK | Buy | SPDR SERIES TRUSTbloomberg brclys | $1,316,000 | +6.4% | 35,838 | +8.1% | 0.47% | -13.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,310,000 | +9.2% | 9,728 | +1.4% | 0.47% | -11.4% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $1,278,000 | +4.2% | 25,538 | +5.0% | 0.46% | -15.4% |
| XOM | Buy | EXXON MOBIL CORP | $1,259,000 | +22.9% | 15,055 | +20.4% | 0.45% | -0.2% |
| FNY | Buy | FIRST TR EXCNGE TRD ALPHADEXmid cp gr alph | $1,256,000 | +16.9% | 32,050 | +9.1% | 0.45% | -5.1% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $1,237,000 | +5.2% | 33,027 | +1.1% | 0.44% | -14.7% |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1,214,000 | +11.4% | 23,576 | 0.0% | 0.43% | -9.8% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,205,000 | +10.9% | 18,890 | +4.3% | 0.43% | -10.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,197,000 | +22.9% | 6,308 | +15.9% | 0.43% | -0.2% |
| FNK | Buy | FIRST TR EXCNGE TRD ALPHADEXmid cap val fd | $1,177,000 | +26.3% | 32,448 | +19.9% | 0.42% | +2.4% |
| EMCB | Buy | WISDOMTREE TRwsdm emktbd fd | $1,176,000 | +105.6% | 16,105 | +105.6% | 0.42% | +66.7% |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $1,153,000 | +9.3% | 21,619 | +10.5% | 0.41% | -11.2% |
| AMGN | Buy | AMGEN INC | $1,154,000 | +199.0% | 9,870 | +376.8% | 0.41% | +142.4% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $1,152,000 | +48.8% | 21,063 | +41.1% | 0.41% | +20.9% |
| RPG | Buy | RYDEX ETF TRUSTgug s&p500 pu gr | $1,140,000 | +13.2% | 10,879 | +8.0% | 0.41% | -8.1% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $1,136,000 | +91.6% | 13,018 | +94.7% | 0.40% | +55.2% |
| BIV | Buy | VANGUARD BD INDEX FD INCintermed term | $1,129,000 | +5.0% | 13,462 | +6.0% | 0.40% | -14.8% |
| CME | Buy | CME GROUP INC | $1,116,000 | +9.4% | 7,636 | +1.6% | 0.40% | -11.4% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,108,000 | +21.9% | 15,886 | +17.7% | 0.40% | -1.2% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,103,000 | +4.9% | 7,234 | +2.0% | 0.39% | -14.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,103,000 | +18.3% | 21,549 | +8.3% | 0.39% | -3.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $1,102,000 | +73.3% | 6,393 | +73.5% | 0.39% | +40.4% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,101,000 | +24.5% | 8,293 | +19.8% | 0.39% | +1.0% |
| WFC | Buy | WELLS FARGO CO NEW | $1,074,000 | +21.9% | 17,708 | +10.9% | 0.38% | -1.3% |
| RPV | Buy | RYDEX ETF TRUSTgug s&p500 pu va | $1,070,000 | +20.2% | 16,134 | +11.5% | 0.38% | -2.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,050,000 | +41.9% | 5,639 | +25.1% | 0.38% | +15.0% |
| PEP | Buy | PEPSICO INC | $1,035,000 | +47.6% | 8,625 | +37.1% | 0.37% | +19.8% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $1,027,000 | +15.0% | 33,280 | +10.9% | 0.37% | -6.6% |
| FBT | Sell | FIRST TR EXCHANGE TRADED FDny arca biotech | $1,011,000 | -1.5% | 8,117 | -2.0% | 0.36% | -20.0% |
| CVX | Buy | CHEVRON CORP NEW | $1,008,000 | +29.4% | 8,050 | +21.5% | 0.36% | +5.0% |
| BA | Sell | BOEING CO | $1,002,000 | +12.5% | 3,397 | -3.1% | 0.36% | -8.7% |
| SPSB | Buy | SPDR SERIES TRUSTportfolio short | $998,000 | +151.4% | 32,794 | +153.4% | 0.36% | +103.4% |
| CAT | Buy | CATERPILLAR INC DEL | $995,000 | +226.2% | 6,314 | +158.0% | 0.36% | +164.9% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $992,000 | -6.3% | 10,360 | -7.9% | 0.35% | -24.0% |
| FAD | FIRST TR MULTI CAP VALUE ALP | $990,000 | +6.5% | 15,083 | 0.0% | 0.35% | -13.7% | |
| BAC | Buy | BANK AMER CORP | $989,000 | +19.2% | 33,489 | +2.3% | 0.35% | -3.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $956,000 | +46.4% | 10,402 | +45.0% | 0.34% | +18.8% |
| KNX | Sell | KNIGHT SWIFT TRANSN HLDGS INcl a | $938,000 | +5.2% | 21,463 | -0.0% | 0.34% | -14.5% |
| WBIH | New | ABSOLUTE SHS TRwbi tct hg inc | $934,000 | – | 37,445 | +100.0% | 0.33% | – |
| MO | Buy | ALTRIA GROUP INC | $920,000 | +22.3% | 12,889 | +8.8% | 0.33% | -0.9% |
| SDOG | Buy | ALPS ETF TRsectr div dogs | $909,000 | +33.5% | 19,842 | +28.5% | 0.32% | +8.0% |
| LOW | Buy | LOWES COS INC | $898,000 | +175.5% | 9,663 | +136.8% | 0.32% | +124.5% |
| HD | Buy | HOME DEPOT INC | $899,000 | +25.7% | 4,742 | +8.5% | 0.32% | +1.9% |
| RFG | Sell | RYDEX ETF TRUSTgug s&p mc400 pg | $894,000 | +6.7% | 5,804 | -0.1% | 0.32% | -13.6% |
| FTA | Buy | FIRST TR LRG CP VL ALPHADEX | $888,000 | +11.4% | 16,255 | +4.2% | 0.32% | -9.7% |
| RFV | Buy | RYDEX ETF TRUSTgug s&p mc400 pv | $884,000 | +17.2% | 12,669 | +8.7% | 0.32% | -4.8% |
| FPX | Buy | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $885,000 | +8.1% | 12,970 | +1.1% | 0.32% | -12.2% |
| FAB | Buy | FIRST TR MULTI CP VAL ALPHA | $880,000 | +6.4% | 15,444 | +0.2% | 0.31% | -13.7% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $860,000 | +23.4% | 5,344 | +17.1% | 0.31% | 0.0% |
| QABA | Buy | FIRST TR NASDAQ ABA CMNTY BK | $861,000 | +2.1% | 16,422 | +2.7% | 0.31% | -17.3% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $858,000 | +127.6% | 6,722 | +107.0% | 0.31% | +84.3% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $849,000 | +6.1% | 6,647 | +1.2% | 0.30% | -13.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $830,000 | +89.9% | 10,805 | +83.6% | 0.30% | +54.2% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $821,000 | +18.5% | 16,159 | +18.9% | 0.29% | -3.9% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $819,000 | +69.2% | 10,353 | +70.7% | 0.29% | +37.1% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $795,000 | +27.8% | 23,343 | +25.6% | 0.28% | +3.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $789,000 | +48.3% | 17,196 | +41.0% | 0.28% | +20.5% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $778,000 | +14.4% | 6,255 | +9.0% | 0.28% | -7.0% |
| MCD | Buy | MCDONALDS CORP | $771,000 | +64.7% | 4,478 | +49.9% | 0.28% | +33.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $751,000 | +14.7% | 5,471 | +8.2% | 0.27% | -6.9% |
| AXP | AMERICAN EXPRESS | $750,000 | +9.8% | 7,550 | 0.0% | 0.27% | -10.7% | |
| CSCO | Buy | CISCO SYS INC | $736,000 | +129.3% | 19,215 | +101.4% | 0.26% | +86.5% |
| TXN | Buy | TEXAS INSTRS INC | $736,000 | +17.4% | 7,043 | +0.7% | 0.26% | -4.7% |
| EMR | Buy | EMERSON ELEC CO | $738,000 | +81.8% | 10,584 | +64.0% | 0.26% | +46.9% |
| GLD | Sell | SPDR GOLD TRUST | $734,000 | -64.5% | 5,934 | -65.1% | 0.26% | -71.2% |
| DE | Buy | DEERE & CO | $725,000 | +61.8% | 4,629 | +29.8% | 0.26% | +31.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $722,000 | +19.3% | 5,130 | +12.6% | 0.26% | -3.0% |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $716,000 | +54.0% | 12,225 | +44.2% | 0.26% | +24.9% |
| TD | Sell | TORONTO DOMINION BK ONT | $718,000 | +3.3% | 12,252 | -0.8% | 0.26% | -16.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $715,000 | +35.2% | 2,659 | +27.2% | 0.26% | +9.4% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $709,000 | +14.5% | 6,359 | +8.6% | 0.25% | -7.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $706,000 | +14.8% | 10,041 | +11.8% | 0.25% | -7.0% |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $701,000 | +6.9% | 8,186 | +1.1% | 0.25% | -13.5% |
| DUK | Buy | DUKE ENERGY CORP NEW | $697,000 | +1.2% | 8,291 | +0.9% | 0.25% | -17.8% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $699,000 | -1.1% | 10,836 | -6.7% | 0.25% | -19.9% |
| BSCL | Buy | CLAYMORE EXCHANGE TRD FD TRgugg bulsh 2021 | $699,000 | +1.6% | 33,068 | +2.7% | 0.25% | -17.8% |
| SPYV | Buy | SPDR SERIES TRUSTprtflo s&p500 vl | $697,000 | +6.2% | 22,713 | +304.0% | 0.25% | -13.8% |
| FEP | New | FIRST TR EXCH TRD ALPHA FD Ieurope alphadex | $688,000 | – | 17,603 | +100.0% | 0.25% | – |
| MMM | Buy | 3M CO | $679,000 | +177.1% | 2,884 | +147.3% | 0.24% | +124.1% |
| AFL | Buy | AFLAC INC | $666,000 | +135.3% | 7,584 | +118.4% | 0.24% | +91.9% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $656,000 | -18.5% | 4,099 | -22.2% | 0.23% | -33.9% |
| SYK | Sell | STRYKER CORP | $655,000 | +7.7% | 4,233 | -18.0% | 0.23% | -12.4% |
| MDIV | Sell | FIRST TR EXCHANGE TRADED FDmulti asset di | $656,000 | -9.0% | 34,531 | -8.1% | 0.23% | -26.2% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $646,000 | +10.2% | 5,268 | +3.7% | 0.23% | -10.5% |
| URI | Sell | UNITED RENTALS INC | $644,000 | +19.9% | 3,745 | -3.2% | 0.23% | -2.5% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $637,000 | -82.4% | 8,422 | -83.5% | 0.23% | -85.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $630,000 | +36.4% | 8,558 | +18.6% | 0.22% | +10.8% |
| RYT | Sell | INVESCO EXCHANGE-TRADED FD Ts&p eql tec | $624,000 | +3.7% | 4,365 | -2.0% | 0.22% | -15.8% |
| PFF | Sell | ISHARES TRs&p us pfd stk | $622,000 | -54.5% | 16,338 | -53.6% | 0.22% | -63.1% |
| ABBV | Sell | ABBVIE INC | $623,000 | +8.3% | 6,445 | -0.3% | 0.22% | -12.3% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $620,000 | +206.9% | 3,718 | +172.8% | 0.22% | +148.3% |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $610,000 | – | 2,467 | +100.0% | 0.22% | – |
| NFLX | Buy | NETFLIX INC | $612,000 | +240.0% | 3,189 | +221.5% | 0.22% | +175.9% |
| WMT | New | WAL-MART STORES INC | $605,000 | – | 6,128 | +100.0% | 0.22% | – |
| EFV | Buy | ISHARES TReafe value etf | $606,000 | +33.5% | 10,977 | +32.0% | 0.22% | +8.0% |
| F | Buy | FORD MTR CO DEL | $603,000 | +65.2% | 48,272 | +58.4% | 0.22% | +33.5% |
| CBOE | Buy | CBOE GLOBAL MARKETS INC | $598,000 | +19.6% | 4,801 | +3.2% | 0.21% | -3.2% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $594,000 | +46.3% | 3,871 | +38.2% | 0.21% | +18.4% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $587,000 | +21.8% | 5,950 | +11.2% | 0.21% | -0.9% |
| FXG | Sell | FIRST TR EXCHANGE TRADED FDconsumr staple | $574,000 | -13.6% | 11,803 | -18.8% | 0.20% | -29.8% |
| PHM | Sell | PULTE GROUP INC | $571,000 | -0.5% | 17,170 | -18.3% | 0.20% | -19.4% |
| HDV | Buy | ISHARES TRcore high dv etf | $565,000 | +11.4% | 6,270 | +6.2% | 0.20% | -9.4% |
| SBUX | Buy | STARBUCKS CORP | $564,000 | +9.9% | 9,813 | +2.7% | 0.20% | -11.1% |
| USB | Buy | US BANCORP DEL | $559,000 | +68.4% | 10,437 | +68.5% | 0.20% | +37.0% |
| NKE | Buy | NIKE INCcl b | $554,000 | +63.9% | 8,864 | +36.0% | 0.20% | +32.9% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $550,000 | +172.3% | 3,796 | +148.9% | 0.20% | +120.2% |
| PID | Buy | POWERSHARES ETF TRUSTintl div achv | $550,000 | +18.0% | 33,230 | +15.3% | 0.20% | -4.4% |
| KAMN | Buy | KAMAN CORP | $543,000 | +5.4% | 9,231 | +0.0% | 0.19% | -14.5% |
| ABT | Buy | ABBOTT LABS | $539,000 | +153.1% | 9,446 | +136.2% | 0.19% | +104.3% |
| GBIL | Sell | GOLDMAN SACHS ETF TRtreasuryaccess | $535,000 | -23.8% | 5,353 | -23.7% | 0.19% | -38.2% |
| RZV | Sell | RYDEX ETF TRUSTgug s&p sc600 pv | $531,000 | -0.2% | 7,260 | -4.2% | 0.19% | -18.8% |
| DGRO | Buy | ISHARES TRcore div grwth | $529,000 | +15.8% | 15,208 | +8.1% | 0.19% | -6.0% |
| NVDA | Buy | NVIDIA CORP | $522,000 | +32.8% | 2,700 | +22.7% | 0.19% | +7.5% |
| FNX | New | FIRST TR MID CAP CORE ALPHAD | $520,000 | – | 7,908 | +100.0% | 0.19% | – |
| NVS | Buy | NOVARTIS A Gsponsored adr | $520,000 | +76.9% | 6,190 | +80.7% | 0.19% | +44.2% |
| IBB | Buy | ISHARES TRnasdaq biotech | $506,000 | -21.7% | 4,743 | +144.7% | 0.18% | -36.3% |
| VLY | Buy | VALLEY NATL BANCORP | $506,000 | +5.0% | 45,136 | +12.8% | 0.18% | -14.6% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $504,000 | +3.3% | 10,694 | -1.8% | 0.18% | -16.3% |
| AB | Sell | ALLIANCEBERNSTEIN HOLDING LPunit ltd partn | $503,000 | -1.9% | 20,078 | -4.9% | 0.18% | -20.4% |
| MRK | Sell | MERCK & CO INC | $501,000 | -19.7% | 8,912 | -8.5% | 0.18% | -34.9% |
| RDVY | Buy | FIRST TR EXCHANGE TRADED FDrisng divd achiv | $496,000 | +12.7% | 16,615 | +5.1% | 0.18% | -8.8% |
| VFC | New | V F CORP | $489,000 | – | 6,612 | +100.0% | 0.18% | – |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $491,000 | +5.1% | 7,663 | -2.5% | 0.18% | -14.6% |
| PGHY | Buy | POWERSHARES ETF TRUST IIglbl st hi yld | $484,000 | +94.4% | 20,318 | +98.3% | 0.17% | +57.3% |
| MDT | New | MEDTRONIC PLC | $481,000 | – | 5,951 | +100.0% | 0.17% | – |
| ACWV | New | ISHARES INCmin vol gbl etf | $470,000 | – | 5,579 | +100.0% | 0.17% | – |
| TBX | Buy | PROSHARES TRsht 7-10 yr tr | $454,000 | +0.7% | 16,022 | +0.1% | 0.16% | -18.2% |
| CORP | Buy | PIMCO ETF TRinv grd crp bd | $443,000 | +34.7% | 4,193 | +34.2% | 0.16% | +9.0% |
| OEF | Buy | ISHARES TRs&p 100 etf | $442,000 | +7.0% | 3,724 | +0.5% | 0.16% | -13.2% |
| ACN | New | ACCENTURE PLC IRELAND | $442,000 | – | 2,885 | +100.0% | 0.16% | – |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $438,000 | +60.4% | 11,050 | +51.9% | 0.16% | +30.0% |
| NEE | New | NEXTERA ENERGY INC | $433,000 | – | 2,774 | +100.0% | 0.16% | – |
| PX | Buy | PRAXAIR INC | $433,000 | +99.5% | 2,801 | +80.0% | 0.16% | +63.2% |
| TGT | Buy | TARGET CORP | $435,000 | +53.2% | 6,673 | +38.7% | 0.16% | +24.0% |
| GD | New | GENERAL DYNAMICS CORP | $435,000 | – | 2,138 | +100.0% | 0.16% | – |
| FPE | Sell | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $430,000 | -24.2% | 21,493 | -23.9% | 0.15% | -38.6% |
| SGOL | Buy | ETFS GOLD TR | $425,000 | +53.4% | 3,373 | +50.8% | 0.15% | +24.6% |
| PAYX | New | PAYCHEX INC | $425,000 | – | 6,244 | +100.0% | 0.15% | – |
| ADI | New | ANALOG DEVICES INC | $425,000 | – | 4,778 | +100.0% | 0.15% | – |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $417,000 | +4.0% | 2,402 | +0.1% | 0.15% | -15.3% |
| LUV | Buy | SOUTHWEST AIRLS CO | $411,000 | +26.5% | 6,283 | +8.2% | 0.15% | +2.8% |
| QDF | FLEXSHARES TRqualt divd idx | $411,000 | +6.2% | 9,125 | 0.0% | 0.15% | -13.5% | |
| BDX | New | BECTON DICKINSON & CO | $411,000 | – | 1,920 | +100.0% | 0.15% | – |
| INTC | Buy | INTEL CORP | $408,000 | +26.3% | 8,842 | +4.4% | 0.15% | +2.8% |
| PIZ | Buy | POWERSHARES ETF TRUST IIdwa devmktmom pt | $407,000 | +4.6% | 14,732 | +2.4% | 0.14% | -15.2% |
| BP | Buy | BP PLCsponsored adr | $406,000 | +11.2% | 9,656 | +1.7% | 0.14% | -9.9% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $402,000 | +14.5% | 2,115 | +14.1% | 0.14% | -7.1% |
| PIE | Buy | POWERSHARES ETF TRUST IIdwa emkt mom ptf | $398,000 | +10.9% | 19,380 | +2.6% | 0.14% | -10.1% |
| WEC | New | WEC ENERGY GROUP INC | $398,000 | – | 5,994 | +100.0% | 0.14% | – |
| RZG | Buy | RYDEX ETF TRUSTgug s&p sc600 pg | $398,000 | +6.4% | 3,471 | +2.1% | 0.14% | -13.9% |
| BLK | New | BLACKROCK INC | $396,000 | – | 771 | +100.0% | 0.14% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $391,000 | +15.3% | 1,774 | +2.5% | 0.14% | -6.0% |
| VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $388,000 | +8.4% | 3,528 | +2.5% | 0.14% | -12.1% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $383,000 | -28.4% | 6,738 | -32.0% | 0.14% | -41.7% |
| CB | New | CHUBB LIMITED | $384,000 | – | 2,630 | +100.0% | 0.14% | – |
| SCHW | Buy | SCHWAB CHARLES CORP NEW | $382,000 | +17.9% | 7,443 | +0.4% | 0.14% | -4.9% |
| WY | WEYERHAEUSER CO | $381,000 | +3.5% | 10,813 | 0.0% | 0.14% | -16.0% | |
| HON | Buy | HONEYWELL INTL INC | $380,000 | +42.9% | 2,475 | +31.9% | 0.14% | +16.2% |
| RWL | New | OPPENHEIMER ETF TRlarge cap rev et | $379,000 | – | 7,378 | +100.0% | 0.14% | – |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $370,000 | +47.4% | 4,954 | +25.1% | 0.13% | +20.0% |
| VOYA | Buy | VOYA FINL INC | $368,000 | +23.9% | 7,449 | +0.0% | 0.13% | 0.0% |
| IDV | Buy | ISHARES TRintl sel div etf | $366,000 | +6.4% | 10,842 | +6.4% | 0.13% | -13.2% |
| CVS | Buy | CVS HEALTH CORP | $365,000 | +6.4% | 5,029 | +19.2% | 0.13% | -13.9% |
| MMSI | MERIT MED SYS INC | $363,000 | +2.0% | 8,410 | 0.0% | 0.13% | -17.2% | |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $365,000 | – | 5,010 | +100.0% | 0.13% | – |
| IWC | Sell | ISHARES TRmicro-cap etf | $365,000 | +0.8% | 3,813 | -0.6% | 0.13% | -18.2% |
| ADM | ARCHER DANIELS MIDLAND | $361,000 | -5.7% | 9,000 | 0.0% | 0.13% | -23.2% | |
| ADBE | Buy | ADOBE SYS INC | $361,000 | +67.9% | 2,058 | +42.9% | 0.13% | +35.8% |
| SYY | New | SYSCO CORP | $356,000 | – | 5,854 | +100.0% | 0.13% | – |
| GM | Buy | GENERAL MTRS CO | $357,000 | +25.7% | 8,719 | +24.1% | 0.13% | +1.6% |
| PCLN | Sell | PRICELINE GRP INC | $354,000 | -9.2% | 204 | -4.2% | 0.13% | -26.7% |
| RSG | Buy | REPUBLIC SVCS INC | $349,000 | +2.3% | 5,161 | +0.0% | 0.12% | -16.7% |
| AVGO | New | BROADCOM LTD | $349,000 | – | 1,357 | +100.0% | 0.12% | – |
| AEP | Sell | AMERICAN ELEC PWR INC | $349,000 | +0.3% | 4,749 | -4.1% | 0.12% | -18.3% |
| TFI | Buy | SPDR SER TRnuveen brc munic | $347,000 | +48.3% | 7,088 | +48.2% | 0.12% | +20.4% |
| HYD | Buy | VANECK VECTORS ETF TRhigh yld mun etf | $336,000 | +11.6% | 10,762 | +11.8% | 0.12% | -9.1% |
| HYH | Sell | HALYARD HEALTH INC | $334,000 | -5.4% | 7,236 | -7.7% | 0.12% | -23.2% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $334,000 | +6.0% | 5,183 | +2.1% | 0.12% | -14.4% |
| CMF | New | ISHARES TRcalif mun bd etf | $330,000 | – | 5,576 | +100.0% | 0.12% | – |
| MDSO | MEDIDATA SOLUTIONS INC | $329,000 | -18.8% | 5,186 | 0.0% | 0.12% | -34.3% | |
| ESS | ESSEX PPTY TR INC | $326,000 | -5.0% | 1,350 | 0.0% | 0.12% | -23.2% | |
| INTU | Sell | INTUIT | $321,000 | +5.9% | 2,035 | -4.5% | 0.12% | -13.5% |
| GIS | New | GENERAL MLS INC | $321,000 | – | 5,414 | +100.0% | 0.12% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $321,000 | – | 2,763 | +100.0% | 0.12% | – |
| SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $320,000 | +8.5% | 6,789 | +9.1% | 0.11% | -12.3% |
| PSX | New | PHILLIPS 66 | $319,000 | – | 3,156 | +100.0% | 0.11% | – |
| UNP | Sell | UNION PAC CORP | $310,000 | +3.0% | 2,311 | -10.9% | 0.11% | -15.9% |
| HRS | New | HARRIS CORP DEL | $306,000 | – | 2,159 | +100.0% | 0.11% | – |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $305,000 | +16.0% | 1,995 | +9.0% | 0.11% | -6.0% |
| CLX | New | CLOROX CO DEL | $301,000 | – | 2,025 | +100.0% | 0.11% | – |
| ORCL | Sell | ORACLE CORP | $296,000 | -2.6% | 6,250 | -0.7% | 0.11% | -20.9% |
| QCOM | New | QUALCOMM INC | $297,000 | – | 4,633 | +100.0% | 0.11% | – |
| PFE | Sell | PFIZER INC | $293,000 | -15.6% | 8,102 | -16.7% | 0.10% | -31.4% |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $294,000 | – | 2,512 | +100.0% | 0.10% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $290,000 | – | 4,905 | +100.0% | 0.10% | – |
| COP | Sell | CONOCOPHILLIPS | $291,000 | -9.6% | 5,306 | -17.5% | 0.10% | -26.8% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $290,000 | -20.1% | 5,509 | -19.6% | 0.10% | -35.0% |
| AMAT | Buy | APPLIED MATLS INC | $292,000 | +5.0% | 5,720 | +7.3% | 0.10% | -14.8% |
| SLY | New | SPDR SERIES TRUSTs&p 600 sml cap | $288,000 | – | 2,165 | +100.0% | 0.10% | – |
| MUB | ISHARES TRnational mun etf | $285,000 | 0.0% | 2,572 | 0.0% | 0.10% | -18.4% | |
| SO | Buy | SOUTHERN CO | $283,000 | +0.4% | 5,892 | +2.5% | 0.10% | -18.5% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $283,000 | -23.3% | 3,371 | -22.9% | 0.10% | -37.7% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $276,000 | -4.5% | 4,507 | -0.6% | 0.10% | -22.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $271,000 | +15.3% | 259 | +5.7% | 0.10% | -5.8% |
| IWB | Buy | ISHARES TRrus 1000 etf | $267,000 | +15.6% | 1,795 | +8.6% | 0.10% | -6.9% |
| PZA | New | POWERSHARES ETF TR IIinsur natl mun | $265,000 | – | 10,281 | +100.0% | 0.10% | – |
| CGNX | Buy | COGNEX CORP | $267,000 | +24.2% | 4,357 | +123.8% | 0.10% | 0.0% |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $263,000 | – | 9,410 | +100.0% | 0.09% | – |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $260,000 | +13.0% | 3,501 | +7.6% | 0.09% | -7.9% |
| PRU | Sell | PRUDENTIAL FINL INC | $261,000 | -31.1% | 2,268 | -36.5% | 0.09% | -44.3% |
| CAR | New | AVIS BUDGET GROUP | $256,000 | – | 5,824 | +100.0% | 0.09% | – |
| CMI | New | CUMMINS INC | $254,000 | – | 1,436 | +100.0% | 0.09% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $254,000 | – | 1,784 | +100.0% | 0.09% | – |
| FYT | New | FIRST TR EXCNGE TRD ALPHADEXsml cap val al | $252,000 | – | 6,849 | +100.0% | 0.09% | – |
| LMT | Sell | LOCKHEED MARTIN CORP | $248,000 | -8.5% | 773 | -11.7% | 0.09% | -25.2% |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $249,000 | – | 4,491 | +100.0% | 0.09% | – |
| SPHD | Sell | POWERSHARES ETF TR II | $246,000 | 0.0% | 5,809 | -3.0% | 0.09% | -18.5% |
| APD | New | AIR PRODS & CHEMS INC | $244,000 | – | 1,488 | +100.0% | 0.09% | – |
| BAB | Sell | POWERSHARES ETF TR IItxble mun prtflo | $243,000 | +0.8% | 7,906 | -0.2% | 0.09% | -17.9% |
| ES | New | EVERSOURCE ENERGY | $240,000 | – | 3,805 | +100.0% | 0.09% | – |
| PM | Sell | PHILIP MORRIS INTL INC | $238,000 | -14.4% | 2,252 | -10.0% | 0.08% | -30.3% |
| MS | MORGAN STANLEY | $238,000 | +9.2% | 4,531 | 0.0% | 0.08% | -11.5% | |
| CL | New | COLGATE PALMOLIVE CO | $238,000 | – | 3,152 | +100.0% | 0.08% | – |
| BAX | Buy | BAXTER INTL INC | $238,000 | +3.0% | 3,686 | +0.1% | 0.08% | -16.7% |
| KRE | New | SPDR SERIES TRUSTs&p regl bkg | $237,000 | – | 4,035 | +100.0% | 0.08% | – |
| ALL | Buy | ALLSTATE CORP | $235,000 | +14.6% | 2,240 | +0.4% | 0.08% | -6.7% |
| KO | New | COCA COLA CO | $233,000 | – | 5,087 | +100.0% | 0.08% | – |
| PZI | Sell | POWERSHARES ETF TRUSTzacks mc prtfl | $232,000 | +0.4% | 12,000 | -0.4% | 0.08% | -18.6% |
| BX | Buy | BLACKSTONE GROUP L P | $231,000 | +4.1% | 7,218 | +8.3% | 0.08% | -16.3% |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $228,000 | – | 5,468 | +100.0% | 0.08% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $224,000 | – | 979 | +100.0% | 0.08% | – |
| SYV | Sell | SSGA ACTIVE ETF TRmfs sys val eq | $224,000 | -7.4% | 3,387 | -13.0% | 0.08% | -24.5% |
| MTUM | New | ISHARES TRusa momentum fct | $221,000 | – | 2,142 | +100.0% | 0.08% | – |
| ROST | New | ROSS STORES INC | $222,000 | – | 2,762 | +100.0% | 0.08% | – |
| WBII | New | ABSOLUTE SHS TRwbi tct inc sh | $220,000 | – | 8,661 | +100.0% | 0.08% | – |
| PGX | Buy | POWERSHARES ETF TR IIpfd portfolio | $221,000 | +3.8% | 14,875 | +5.0% | 0.08% | -16.0% |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $217,000 | – | 5,680 | +100.0% | 0.08% | – |
| FDX | Sell | FEDEX CORP | $216,000 | -38.6% | 864 | -44.7% | 0.08% | -50.3% |
| CSX | New | CSX CORP | $211,000 | – | 3,829 | +100.0% | 0.08% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $210,000 | – | 1,454 | +100.0% | 0.08% | – |
| PII | New | POLARIS INDS INC | $210,000 | – | 1,692 | +100.0% | 0.08% | – |
| FEUZ | New | FIRST TR EXCH TRD ALPHA FD Ieuro alphadex | $204,000 | – | 4,648 | +100.0% | 0.07% | – |
| RYH | New | INVESCO EXCHANGE-TRADED FD Ts&p eql hlt | $202,000 | – | 1,125 | +100.0% | 0.07% | – |
| GE | Sell | GENERAL ELECTRIC CO | $185,000 | -36.6% | 10,576 | -12.5% | 0.07% | -48.4% |
| DAL | Sell | DELTA AIR LINES INC DEL | $150,000 | -36.4% | 2,677 | -45.4% | 0.05% | -48.1% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $130,000 | -6.5% | 6,846 | -31.0% | 0.05% | -24.6% |
| PHYS | Sell | SPROTT PHYSICAL GOLD TRUSTunit | $123,000 | -6.1% | 11,587 | -7.9% | 0.04% | -24.1% |
| RBS | New | ROYAL BK SCOTLAND GROUP PLCspons adr 2 ord | $118,000 | – | 15,499 | +100.0% | 0.04% | – |
| AMLP | Sell | ALPS ETF TRalerian mlp | $113,000 | -77.3% | 10,514 | -76.3% | 0.04% | -81.7% |
| AMD | New | ADVANCED MICRO DEVICES INC | $101,000 | – | 9,833 | +100.0% | 0.04% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $93,000 | – | 4,245 | +100.0% | 0.03% | – |
| SLV | New | ISHARES SILVER TRUSTishares | $85,000 | – | 5,319 | +100.0% | 0.03% | – |
| S | Sell | SPRINT CORP | $55,000 | -84.0% | 9,374 | -78.8% | 0.02% | -86.8% |
| CLF | Sell | CLEVELAND CLIFFS INC | $49,000 | -74.1% | 6,740 | -74.5% | 0.02% | -79.5% |
| AMZN | Buy | AMAZON COM INCput | $45,000 | +181.2% | 3,300 | +266.7% | 0.02% | +128.6% |
| SQ | New | SQUARE INCcl a | $43,000 | – | 1,227 | +100.0% | 0.02% | – |
| AAPL | Buy | APPLE INCcall | $39,000 | +11.4% | 15,800 | +10.5% | 0.01% | -6.7% |
| BABA | Buy | ALIBABA GROUP HLDG LTDcall | $33,000 | -15.4% | 3,100 | +3.3% | 0.01% | -29.4% |
| FB | Buy | FACEBOOK INCcall | $22,000 | +22.2% | 1,300 | +44.4% | 0.01% | 0.0% |
| STM | New | STMICROELECTRONICS N Vcall | $21,000 | – | 10,600 | +100.0% | 0.01% | – |
| GLD | Buy | SPDR GOLD TRUSTcall | $21,000 | +2000.0% | 4,400 | +266.7% | 0.01% | – |
| VXX | BARCLAYS BK PLCipath s&p500 vix | $18,000 | -30.8% | 660 | 0.0% | 0.01% | -45.5% | |
| VXX | Buy | BARCLAYS BK PLCcall | $16,000 | +100.0% | 11,700 | +112.7% | 0.01% | +50.0% |
| EGY | New | VAALCO ENERGY INC | $14,000 | – | 19,445 | +100.0% | 0.01% | – |
| AMZN | Sell | AMAZON COM INCcall | $15,000 | +200.0% | 100 | -93.8% | 0.01% | +150.0% |
| ATOS | New | ATOSSA GENETICS INC | $15,000 | – | 56,000 | +100.0% | 0.01% | – |
| HON | New | HONEYWELL INTL INCcall | $10,000 | – | 800 | +100.0% | 0.00% | – |
| PYPL | Sell | PAYPAL HLDGS INCcall | $10,000 | +100.0% | 1,200 | -7.7% | 0.00% | +100.0% |
| BA | Buy | BOEING COcall | $10,000 | +900.0% | 1,000 | +900.0% | 0.00% | – |
| FCX | Sell | FREEPORT-MCMORAN INCcall | $11,000 | +57.1% | 8,700 | -10.3% | 0.00% | +33.3% |
| MSFT | Buy | MICROSOFT CORPcall | $11,000 | – | 1,000 | +900.0% | 0.00% | – |
| CHK | Sell | CHESAPEAKE ENERGY CORP | $10,000 | -37.5% | 2,405 | -37.2% | 0.00% | -42.9% |
| ITW | ILLINOIS TOOL WKS INCcall | $9,000 | -25.0% | 500 | 0.0% | 0.00% | -40.0% | |
| GM | New | GENERAL MTRS COput | $8,000 | – | 3,000 | +100.0% | 0.00% | – |
| DIS | Buy | DISNEY WALT COput | $9,000 | +800.0% | 2,000 | +233.3% | 0.00% | – |
| XLK | Buy | SELECT SECTOR SPDR TRcall | $8,000 | +60.0% | 700 | +133.3% | 0.00% | +50.0% |
| URG | UR ENERGY INC | $8,000 | +14.3% | 12,000 | 0.0% | 0.00% | 0.0% | |
| NVDA | Sell | NVIDIA CORPcall | $9,000 | -85.2% | 2,100 | -55.3% | 0.00% | -88.9% |
| WMT | New | WAL-MART STORES INCcall | $5,000 | – | 1,500 | +100.0% | 0.00% | – |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $5,000 | – | 200 | +100.0% | 0.00% | – |
| ORCL | Buy | ORACLE CORPput | $6,000 | – | 2,400 | +500.0% | 0.00% | – |
| TOL | New | TOLL BROTHERS INC | $6,000 | – | 135 | +100.0% | 0.00% | – |
| MRK | Buy | MERCK & CO INCcall | $5,000 | +400.0% | 5,100 | +5000.0% | 0.00% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFcall | $7,000 | – | 3,000 | +100.0% | 0.00% | – |
| V | Sell | VISA INCcall | $5,000 | +150.0% | 400 | -20.0% | 0.00% | +100.0% |
| LOW | New | LOWES COS INCcall | $7,000 | – | 600 | +100.0% | 0.00% | – |
| TOL | New | TOLL BROTHERS INCcall | $7,000 | – | 14,400 | +100.0% | 0.00% | – |
| COST | Buy | COSTCO WHSL CORP NEWput | $2,000 | – | 1,100 | +450.0% | 0.00% | – |
| CGNX | Sell | COGNEX CORPcall | $2,000 | +100.0% | 200 | -60.0% | 0.00% | – |
| XLI | Sell | SELECT SECTOR SPDR TRcall | $2,000 | -66.7% | 300 | -83.3% | 0.00% | -66.7% |
| CME | New | CME GROUP INCcall | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| NVDA | NVIDIA CORPput | $2,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| GDX | New | VANECK VECTORS ETF TRcall | $4,000 | – | 11,300 | +100.0% | 0.00% | – |
| IWM | Sell | ISHARES TRcall | $4,000 | -42.9% | 4,700 | -4.1% | 0.00% | -66.7% |
| MS | New | MORGAN STANLEYcall | $3,000 | – | 300 | +100.0% | 0.00% | – |
| XOM | Sell | EXXON MOBIL CORPcall | $3,000 | +50.0% | 400 | -81.8% | 0.00% | 0.0% |
| QCOM | New | QUALCOMM INCcall | $2,000 | – | 300 | +100.0% | 0.00% | – |
| SPY | Sell | SPDR S&P 500 ETF TRput | $2,000 | -71.4% | 3,700 | -40.3% | 0.00% | -66.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHScall | $2,000 | +100.0% | 800 | +33.3% | 0.00% | – |
| UNH | UNITEDHEALTH GROUP INCcall | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| DIS | Sell | DISNEY WALT COcall | $3,000 | +50.0% | 300 | -72.7% | 0.00% | 0.0% |
| URI | UNITED RENTALS INCcall | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| GE | Buy | GENERAL ELECTRIC COput | $3,000 | +200.0% | 10,000 | +809.1% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC DELput | $4,000 | – | 21,500 | +100.0% | 0.00% | – |
| NKE | Sell | NIKE INCcall | $2,000 | +100.0% | 300 | -40.0% | 0.00% | – |
| SPY | Sell | SPDR S&P 500 ETF TRcall | $4,000 | +33.3% | 2,000 | -50.0% | 0.00% | 0.0% |
| INTC | New | INTEL CORPcall | $2,000 | – | 2,600 | +100.0% | 0.00% | – |
| PYPL | New | PAYPAL HLDGS INCput | $2,000 | – | 1,400 | +100.0% | 0.00% | – |
| ADBE | Sell | ADOBE SYS INCcall | $3,000 | -57.1% | 2,300 | -74.2% | 0.00% | -66.7% |
| T | Buy | AT&T INCcall | $2,000 | +100.0% | 1,400 | +250.0% | 0.00% | – |
| AMD | New | ADVANCED MICRO DEVICES INCcall | $3,000 | – | 1,400 | +100.0% | 0.00% | – |
| CAT | New | CATERPILLAR INC DELcall | $4,000 | – | 400 | +100.0% | 0.00% | – |
| AVGO | New | BROADCOM LTDcall | $4,000 | – | 3,500 | +100.0% | 0.00% | – |
| PLG | PLATINUM GROUP METALS LTD | $3,000 | -25.0% | 10,000 | 0.0% | 0.00% | -50.0% | |
| GOOG | ALPHABET INCput | $2,000 | -60.0% | 100 | 0.0% | 0.00% | -50.0% | |
| SCHW | New | SCHWAB CHARLES CORP NEWput | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| SLV | New | ISHARES SILVER TRUSTcall | $4,000 | – | 11,200 | +100.0% | 0.00% | – |
| EFA | Sell | ISHARES TRcall | $0 | – | 100 | -83.3% | 0.00% | – |
| IBB | Sell | ISHARES TRcall | $0 | -100.0% | 200 | -80.0% | 0.00% | -100.0% |
| IEF | ISHARES TRcall | $0 | – | 500 | 0.0% | 0.00% | – | |
| EEM | Sell | ISHARES TRput | $1,000 | – | 900 | -10.0% | 0.00% | – |
| IWM | Sell | ISHARES TRput | $0 | – | 2,400 | -7.7% | 0.00% | – |
| EEM | Sell | ISHARES TRcall | $0 | – | 100 | -75.0% | 0.00% | – |
| HYG | Buy | ISHARES TRput | $0 | – | 1,900 | +280.0% | 0.00% | – |
| SLV | New | ISHARES SILVER TRUSTput | $0 | – | 1,000 | +100.0% | 0.00% | – |
| HD | Buy | HOME DEPOT INCcall | $0 | -100.0% | 1,000 | +66.7% | 0.00% | -100.0% |
| JPM | New | JPMORGAN CHASE & COcall | $0 | – | 100 | +100.0% | 0.00% | – |
| JPM | New | JPMORGAN CHASE & COput | $0 | – | 200 | +100.0% | 0.00% | – |
| JNJ | Sell | JOHNSON & JOHNSONcall | $1,000 | -75.0% | 300 | -25.0% | 0.00% | -100.0% |
| GM | Buy | GENERAL MTRS COcall | $0 | – | 2,000 | +300.0% | 0.00% | – |
| MCD | Sell | MCDONALDS CORPput | $0 | -100.0% | 100 | -90.9% | 0.00% | -100.0% |
| GIS | New | GENERAL MLS INCput | $0 | – | 100 | +100.0% | 0.00% | – |
| GIS | New | GENERAL MLS INCcall | $1,000 | – | 500 | +100.0% | 0.00% | – |
| MSFT | Sell | MICROSOFT CORPput | $0 | -100.0% | 300 | -66.7% | 0.00% | – |
| NFLX | Sell | NETFLIX INCcall | $1,000 | -96.3% | 100 | -98.4% | 0.00% | -100.0% |
| NEE | New | NEXTERA ENERGY INCcall | $0 | – | 300 | +100.0% | 0.00% | – |
| NKE | Buy | NIKE INCput | $1,000 | – | 2,400 | +300.0% | 0.00% | – |
| GE | Buy | GENERAL ELECTRIC COcall | $0 | – | 2,000 | +100.0% | 0.00% | – |
| ORCL | Sell | ORACLE CORPcall | $0 | -100.0% | 800 | -93.1% | 0.00% | – |
| PAYX | New | PAYCHEX INCcall | $0 | – | 100 | +100.0% | 0.00% | – |
| F | FORD MTR CO DELput | $0 | -100.0% | 11,000 | 0.0% | 0.00% | – | |
| F | Sell | FORD MTR CO DELcall | $0 | -100.0% | 2,000 | -20.0% | 0.00% | – |
| QQQ | Sell | POWERSHARES QQQ TRUSTcall | $0 | -100.0% | 700 | -79.4% | 0.00% | -100.0% |
| QQQ | Sell | POWERSHARES QQQ TRUSTput | $0 | -100.0% | 300 | -91.2% | 0.00% | – |
| FXL | New | FIRST TR EXCHANGE TRADED FDcall | $1,000 | – | 100 | +100.0% | 0.00% | – |
| FB | Buy | FACEBOOK INCput | $1,000 | -50.0% | 4,200 | +75.0% | 0.00% | -100.0% |
| QCOM | New | QUALCOMM INCput | $0 | – | 300 | +100.0% | 0.00% | – |
| ESS | New | ESSEX PPTY TR INCcall | $0 | – | 100 | +100.0% | 0.00% | – |
| GLD | Sell | SPDR GOLD TRUSTput | $0 | -100.0% | 1,000 | -33.3% | 0.00% | -100.0% |
| COST | Sell | COSTCO WHSL CORP NEWcall | $0 | -100.0% | 100 | -50.0% | 0.00% | – |
| STZ | New | CONSTELLATION BRANDS INCput | $0 | – | 100 | +100.0% | 0.00% | – |
| STZ | New | CONSTELLATION BRANDS INCcall | $0 | – | 100 | +100.0% | 0.00% | – |
| COP | New | CONOCOPHILLIPScall | $1,000 | – | 1,500 | +100.0% | 0.00% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFput | $0 | – | 200 | +100.0% | 0.00% | – |
| CLF | Sell | CLEVELAND CLIFFS INCcall | $0 | -100.0% | 3,800 | -34.5% | 0.00% | -100.0% |
| CVX | New | CHEVRON CORP NEWcall | $0 | – | 1,100 | +100.0% | 0.00% | – |
| CHK | CHESAPEAKE ENERGY CORPcall | $0 | – | 8,100 | 0.0% | 0.00% | – | |
| CAT | Buy | CATERPILLAR INC DELput | $0 | – | 1,700 | +70.0% | 0.00% | – |
| CVS | New | CVS HEALTH CORPput | $0 | – | 100 | +100.0% | 0.00% | – |
| CVS | New | CVS HEALTH CORPcall | $1,000 | – | 1,400 | +100.0% | 0.00% | – |
| XLB | Sell | SELECT SECTOR SPDR TRcall | $1,000 | -50.0% | 400 | -60.0% | 0.00% | -100.0% |
| XLP | New | SELECT SECTOR SPDR TRcall | $1,000 | – | 400 | +100.0% | 0.00% | – |
| XLY | Buy | SELECT SECTOR SPDR TRput | $0 | – | 2,400 | +500.0% | 0.00% | – |
| CME | New | CME GROUP INCput | $0 | – | 100 | +100.0% | 0.00% | – |
| XLU | Buy | SELECT SECTOR SPDR TRcall | $0 | – | 3,200 | +1500.0% | 0.00% | – |
| XLU | Buy | SELECT SECTOR SPDR TRput | $0 | – | 400 | +100.0% | 0.00% | – |
| CBOE | New | CBOE GLOBAL MARKETS INCput | $0 | – | 100 | +100.0% | 0.00% | – |
| SO | Sell | SOUTHERN COcall | $0 | – | 600 | -25.0% | 0.00% | – |
| LUV | SOUTHWEST AIRLS COcall | $0 | -100.0% | 1,000 | 0.0% | 0.00% | -100.0% | |
| LUV | New | SOUTHWEST AIRLS COput | $0 | – | 400 | +100.0% | 0.00% | – |
| S | SPRINT CORPcall | $0 | -100.0% | 1,500 | 0.0% | 0.00% | – | |
| S | SPRINT CORPput | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| SQ | New | SQUARE INCcall | $0 | – | 19,200 | +100.0% | 0.00% | – |
| SBUX | Sell | STARBUCKS CORPcall | $0 | -100.0% | 1,100 | -38.9% | 0.00% | -100.0% |
| SBUX | STARBUCKS CORPput | $1,000 | -80.0% | 1,400 | 0.0% | 0.00% | -100.0% | |
| BA | Sell | BOEING COput | $0 | -100.0% | 200 | -83.3% | 0.00% | -100.0% |
| SYY | New | SYSCO CORPcall | $1,000 | – | 200 | +100.0% | 0.00% | – |
| TGT | Sell | TARGET CORPcall | $1,000 | 0.0% | 600 | -66.7% | 0.00% | – |
| TGT | Buy | TARGET CORPput | $0 | – | 400 | +100.0% | 0.00% | – |
| URI | New | UNITED RENTALS INCput | $0 | – | 100 | +100.0% | 0.00% | – |
| UTX | New | UNITED TECHNOLOGIES CORPcall | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
| BAC | Buy | BANK AMER CORPcall | $1,000 | 0.0% | 1,000 | +66.7% | 0.00% | – |
| AAPL | Sell | APPLE INCput | $0 | -100.0% | 2,600 | -51.9% | 0.00% | -100.0% |
| ADI | New | ANALOG DEVICES INCcall | $1,000 | – | 1,100 | +100.0% | 0.00% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fcall | $0 | – | 400 | +100.0% | 0.00% | – |
| AMGN | New | AMGEN INCcall | $0 | – | 100 | +100.0% | 0.00% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDput | $0 | – | 1,100 | +450.0% | 0.00% | – |
| ADBE | Buy | ADOBE SYS INCput | $1,000 | – | 2,100 | +2000.0% | 0.00% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INCcall | $0 | – | 900 | +125.0% | 0.00% | – |
| WMT | New | WAL-MART STORES INCput | $0 | – | 400 | +100.0% | 0.00% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INCcall | $0 | – | 300 | +100.0% | 0.00% | – |
| T | New | AT&T INCput | $0 | – | 100 | +100.0% | 0.00% | – |
| CHK | Exit | CHESAPEAKE ENERGY CORPput | $0 | – | -1,000 | -100.0% | 0.00% | – |
| ALL | Exit | ALLSTATE CORPput | $0 | – | -400 | -100.0% | 0.00% | – |
| SHOP | Exit | SHOPIFY INCcall | $0 | – | -400 | -100.0% | 0.00% | – |
| EFA | Exit | ISHARES TRput | $0 | – | -800 | -100.0% | 0.00% | – |
| PEP | Exit | PEPSICO INCput | $0 | – | -600 | -100.0% | 0.00% | – |
| RAD | Exit | RITE AID CORPcall | $0 | – | -1,000 | -100.0% | 0.00% | – |
| MDSO | Exit | MEDIDATA SOLUTIONS INCcall | $0 | – | -100 | -100.0% | 0.00% | – |
| ABBV | Exit | ABBVIE INCcall | $0 | – | -300 | -100.0% | 0.00% | – |
| XLV | Exit | SELECT SECTOR SPDR TRcall | $0 | – | -600 | -100.0% | 0.00% | – |
| XLV | Exit | SELECT SECTOR SPDR TRput | $0 | – | -1,000 | -100.0% | 0.00% | – |
| TECK | Exit | TECK RESOURCES LTDcall | $0 | – | -700 | -100.0% | 0.00% | – |
| UNP | Exit | UNION PAC CORPput | $0 | – | -200 | -100.0% | 0.00% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INCput | $0 | – | -200 | -100.0% | 0.00% | – |
| JNJ | Exit | JOHNSON & JOHNSONput | $0 | – | -300 | -100.0% | 0.00% | – |
| AMAT | Exit | APPLIED MATLS INCput | $0 | – | -2,000 | -100.0% | 0.00% | – |
| OEF | Exit | ISHARES TRput | $0 | – | -400 | -100.0% | 0.00% | – |
| HON | Exit | HONEYWELL INTL INCput | $0 | – | -100 | -100.0% | 0.00% | – |
| ESRX | Exit | EXPRESS SCRIPTS HLDG COcall | $0 | – | -200 | -100.0% | 0.00% | – |
| HD | Exit | HOME DEPOT INCput | $0 | – | -800 | -100.0% | 0.00% | – |
| BIIB | Exit | BIOGEN INCcall | $0 | – | -300 | -100.0% | 0.00% | – |
| SCHW | Exit | SCHWAB CHARLES CORP NEWcall | $0 | – | -100 | -100.0% | 0.00% | – |
| PCLN | Exit | PRICELINE GRP INCcall | $0 | – | -200 | -100.0% | 0.00% | – |
| IWF | Exit | ISHARES TRput | $0 | – | -400 | -100.0% | 0.00% | – |
| XBI | Exit | SPDR SERIES TRUSTcall | $0 | – | -300 | -100.0% | 0.00% | – |
| VRX | Exit | VALEANT PHARMACEUTICALS INTLput | $0 | – | -3,000 | -100.0% | 0.00% | – |
| VRX | Exit | VALEANT PHARMACEUTICALS INTLcall | $0 | – | -300 | -100.0% | 0.00% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHSput | $0 | – | -1,000 | -100.0% | 0.00% | – |
| PFE | Exit | PFIZER INCcall | $0 | – | -500 | -100.0% | 0.00% | – |
| UNH | Exit | UNITEDHEALTH GROUP INCput | $0 | – | -100 | -100.0% | 0.00% | – |
| BAC | Exit | BANK AMER CORPput | $0 | – | -100 | -100.0% | 0.00% | – |
| ESRX | Exit | EXPRESS SCRIPTS HLDG COput | $0 | – | -300 | -100.0% | 0.00% | – |
| PM | Exit | PHILIP MORRIS INTL INCput | $0 | – | -100 | -100.0% | 0.00% | – |
| BIIB | Exit | BIOGEN INCput | $0 | – | -300 | -100.0% | 0.00% | – |
| CVX | Exit | CHEVRON CORP NEWput | $0 | – | -100 | -100.0% | 0.00% | – |
| NFLX | Exit | NETFLIX INCput | $0 | – | -200 | -100.0% | -0.00% | – |
| DAL | Exit | DELTA AIR LINES INC DELcall | $0 | – | -1,000 | -100.0% | -0.00% | – |
| GOOGL | Exit | ALPHABET INCcall | $0 | – | -100 | -100.0% | -0.00% | – |
| PCLN | Exit | PRICELINE GRP INCput | $0 | – | -100 | -100.0% | -0.00% | – |
| GOOGL | Exit | ALPHABET INCput | $0 | – | -400 | -100.0% | -0.00% | – |
| FDX | Exit | FEDEX CORPcall | $0 | – | -1,000 | -100.0% | -0.00% | – |
| MMM | Exit | 3M COcall | $0 | – | -500 | -100.0% | -0.00% | – |
| PHM | Exit | PULTE GROUP INCcall | $0 | – | -1,000 | -100.0% | -0.00% | – |
| ABBV | Exit | ABBVIE INCput | $0 | – | -2,400 | -100.0% | -0.00% | – |
| UNP | Exit | UNION PAC CORPcall | $0 | – | -4,000 | -100.0% | -0.00% | – |
| MCD | Exit | MCDONALDS CORPcall | $0 | – | -9,400 | -100.0% | -0.00% | – |
| AMAT | Exit | APPLIED MATLS INCcall | $0 | – | -2,200 | -100.0% | -0.00% | – |
| WDC | Exit | WESTERN DIGITAL CORPcall | $0 | – | -1,000 | -100.0% | -0.00% | – |
| VXX | Exit | BARCLAYS BK PLCput | $0 | – | -5,300 | -100.0% | -0.01% | – |
| RAD | Exit | RITE AID CORP | $0 | – | -10,715 | -100.0% | -0.01% | – |
| TSLA | Exit | TESLA INCput | $0 | – | -1,800 | -100.0% | -0.01% | – |
| TSLA | Exit | TESLA INCcall | $0 | – | -1,300 | -100.0% | -0.01% | – |
| ROX | Exit | CASTLE BRANDS INC | $0 | – | -50,200 | -100.0% | -0.03% | – |
| AEG | Exit | AEGON N Vny registry sh | $0 | – | -14,150 | -100.0% | -0.04% | – |
| VRX | Exit | VALEANT PHARMACEUTICALS INTL | $0 | – | -7,301 | -100.0% | -0.05% | – |
| TSLA | Exit | TESLA INC | $0 | – | -485 | -100.0% | -0.07% | – |
| MUI | Exit | BLACKROCK MUNI INTER DR FD I | $0 | – | -11,892 | -100.0% | -0.07% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -1,750 | -100.0% | -0.09% | – |
| LL | Exit | LUMBER LIQUIDATORS HLDGS INC | $0 | – | -5,554 | -100.0% | -0.10% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -2,495 | -100.0% | -0.10% | – |
| SJNK | Exit | SPDR SER TRbloomberg srt tr | $0 | – | -7,866 | -100.0% | -0.10% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -762 | -100.0% | -0.10% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -1,699 | -100.0% | -0.11% | – |
| PCG | Exit | PG&E CORP | $0 | – | -3,813 | -100.0% | -0.11% | – |
| IGSB | Exit | ISHARES TR1 3 yr cr bd etf | $0 | – | -2,670 | -100.0% | -0.12% | – |
| QSII | Exit | QUALITY SYS INC | $0 | – | -18,648 | -100.0% | -0.13% | – |
| CGIPQ | Exit | CELADON GROUP INC | $0 | – | -52,240 | -100.0% | -0.16% | – |
| TECK | Exit | TECK RESOURCES LTDcl b | $0 | – | -16,842 | -100.0% | -0.16% | – |
| ECA | Exit | ENCANA CORP | $0 | – | -34,451 | -100.0% | -0.18% | – |
| WDC | Exit | WESTERN DIGITAL CORP | $0 | – | -4,776 | -100.0% | -0.18% | – |
| JBLU | Exit | JETBLUE AIRWAYS CORP | $0 | – | -22,911 | -100.0% | -0.19% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -5,539 | -100.0% | -0.20% | – |
| LMBS | Exit | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $0 | – | -10,012 | -100.0% | -0.23% | – |
| AMH | Exit | AMERICAN HOMES 4 RENTcl a | $0 | – | -29,616 | -100.0% | -0.28% | – |
| USCI | Exit | UNITED STS COMMODITY INDEX F | $0 | – | -25,665 | -100.0% | -0.45% | – |
| XBI | Exit | SPDR SERIES TRUSTs&p biotech | $0 | – | -38,679 | -100.0% | -1.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 26 | Q3 2023 | 4.8% |
| MICROSOFT CORP | 26 | Q3 2023 | 3.4% |
| AMAZON COM INC | 26 | Q3 2023 | 3.1% |
| ISHARES TR | 26 | Q3 2023 | 3.5% |
| SELECT SECTOR SPDR TR | 26 | Q3 2023 | 2.6% |
| HOME DEPOT INC | 26 | Q3 2023 | 2.8% |
| JPMORGAN CHASE & CO | 26 | Q3 2023 | 1.8% |
| JOHNSON & JOHNSON | 26 | Q3 2023 | 1.4% |
| SCHWAB STRATEGIC TR | 26 | Q3 2023 | 3.0% |
| ISHARES TR | 26 | Q3 2023 | 1.6% |
View Kingsview Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-02-17 |
View Kingsview Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.