Kestra Private Wealth Services, LLC Purchases in Q4 2024

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
4.77K
+ 0.7%
$180.88 - $232.93 $863K - $1.11M
686K $150M
MSFT
Microsoft Corp

Technology
51.6K
+ 18.82%
$406.35 - $454.46 $21M - $23.4M
326K $137M
PLTR
Palantir Technologies Inc.

Technology
37.9K
+ 10.64%
$36.46 - $82.38 $1.38M - $3.12M
394K $29.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
146K
+ 774.78%
$100.16 - $100.7 $14.6M - $14.7M
165K $16.5M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
161K
+ 81.09%
$91.94 - $100.02 $14.8M - $16.1M
359K $33.2M
AVGO
Broadcom Inc.

Technology
751
+ 0.35%
$159.67 - $250.0 $120K - $188K
215K $49.8M
JPM
Jpmorgan Chase & CO

Financial Services
6.74K
+ 2.26%
$205.18 - $250.29 $1.38M - $1.69M
304K $73M
V
Visa Inc.

Financial Services
9.26K
+ 5.56%
$273.87 - $320.91 $2.54M - $2.97M
176K $55.6M
VUG
Vanguard Growth ETF

ETFs
11K
+ 7.58%
$378.79 - $428.11 $4.15M - $4.69M
155K $63.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
36.1K
+ 403.52%
$201.32 - $217.44 $7.28M - $7.86M
45.1K $9.33M
QUAL
Ishares Msci Usa Quality Facto

ETFs
42.1K
+ 25.92%
$176.42 - $186.91 $7.44M - $7.88M
205K $36.5M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
79.6K
+ 60.58%
$98.47 - $109.35 $7.84M - $8.7M
211K $20.8M
EFV
Msci Eafe Value ETF

ETFs
149K
+ 64.31%
$51.78 - $57.15 $7.7M - $8.5M
380K $19.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.59K
+ 3.59%
$481.22 - $538.17 $2.69M - $3.01M
161K $82.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
103K
+ 41.84%
$61.68 - $67.87 $6.36M - $7M
350K $21.8M
WMT
Walmart Inc.

Consumer Defensive
34.2K
+ 9.94%
$79.1 - $95.7 $2.71M - $3.28M
379K $34.2M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
176K
+ 10.5%
$29.73 - $30.81 $5.25M - $5.44M
1.86M $56.6M
IOO
Ishares Tr Global 100 ETF

ETFs
61.1K
+ 105.99%
$97.46 - $103.45 $5.95M - $6.32M
119K $12M
GOOG
Alphabet Inc.

Communication Services
3.87K
+ 1.7%
$163.08 - $198.16 $630K - $766K
232K $44.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
106K
+ 60.82%
$49.03 - $53.35 $5.2M - $5.66M
280K $14.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
112K
+ 29.55%
$57.53 - $60.83 $6.44M - $6.81M
491K $28.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
40.1K
+ 21.29%
$95.27 - $107.82 $3.82M - $4.32M
228K $23.6M
IVV
Ishares Core S&P 500 ETF

ETFs
7.33K
+ 8.78%
$570.51 - $610.59 $4.18M - $4.48M
90.8K $53.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
7.19K
+ 15.72%
$275.15 - $388.2 $1.98M - $2.79M
52.9K $18.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.72K
+ 7.22%
$370.24 - $418.94 $2.49M - $2.81M
99.8K $40.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
13.4K
+ 55.91%
$316.94 - $357.88 $4.24M - $4.79M
37.3K $12.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
99.5K
+ 38.02%
$50.62 - $50.97 $5.04M - $5.07M
361K $18.3M
AVUV
American Centy ETF Tr Avantis

ETFs
46.7K
+ 22.81%
$94.37 - $106.41 $4.41M - $4.97M
252K $24.3M
AXON
Axon Enterprise, Inc.

Industrials
4.45K
+ 44.62%
$399.22 - $689.78 $1.78M - $3.07M
14.4K $8.57M
CRM
Salesforce, Inc.

Technology
603
+ 0.89%
$270.87 - $367.87 $163K - $222K
68.5K $22.9M
HD
Home Depot, Inc.

Consumer Cyclical
14.4K
+ 17.79%
$385.02 - $431.37 $5.54M - $6.2M
95.2K $37M
APO
Apollo Global Management, Inc.

Financial Services
24.2K
New
$131.36 - $178.61 $3.18M - $4.32M
24.2K $3.99M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
66.3K
+ 78.37%
$53.94 - $58.15 $3.57M - $3.85M
151K $8.5M
CAT
Caterpillar Inc

Industrials
12.8K
+ 39.27%
$360.37 - $416.88 $4.6M - $5.32M
45.2K $16.4M
MS
Morgan Stanley

Financial Services
7.23K
+ 5.61%
$104.42 - $134.99 $755K - $975K
136K $17.1M
VTV
Vanguard Value ETF

ETFs
31.2K
+ 9.56%
$168.32 - $181.87 $5.25M - $5.67M
357K $60.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
21K
+ 29.95%
$183.23 - $199.79 $3.84M - $4.19M
91K $16.8M
SPYG
Spdr Portfolio

ETFs
21K
+ 6.36%
$81.74 - $91.38 $1.71M - $1.92M
351K $30.8M
FVAL
Fidelity Covington Tr Value Fa

ETFs
53.9K
+ 169.46%
$60.19 - $64.39 $3.24M - $3.47M
85.7K $5.27M
ISRG
Intuitive Surgical Inc

Healthcare
3.81K
+ 9.13%
$471.27 - $550.62 $1.8M - $2.1M
45.5K $23.8M
O
Realty Income Corp

Real Estate
66.7K
+ 158.33%
$51.76 - $64.71 $3.45M - $4.32M
109K $5.81M
JHMM
John Hancock Multifactor Mid C

ETFs
52.2K
+ 178.03%
$59.61 - $64.8 $3.11M - $3.39M
81.6K $4.87M
IWY
Ishares Tr Russell 200 Growth

ETFs
3.55K
+ 2.39%
$216.72 - $244.71 $770K - $869K
152K $35.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
22.6K
+ 41.67%
$124.26 - $134.12 $2.81M - $3.03M
76.8K $9.87M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
67K
+ 12.01%
$56.06 - $61.35 $3.75M - $4.11M
625K $35.3M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
30.1K
New
$90.31 - $106.37 $2.71M - $3.2M
30.1K $3M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.94K
+ 3.22%
$567.81 - $607.81 $1.67M - $1.79M
94.3K $55.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
17.7K
+ 11.39%
$94.43 - $105.47 $1.67M - $1.87M
173K $17.6M
BK
Bank Of New York Mellon Corp

Financial Services
34.4K
+ 437.12%
$70.82 - $81.87 $2.43M - $2.81M
42.2K $3.24M
Activity Summary
Buys All Purchases 978 New Holdings 149 Increased Positions 829 Sells All Sells 381 Reductions 381 Sold out 0 Options Calls 5 Puts 1
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