Kestra Private Wealth Services, LLC Purchases in Q1 2025

Kestra Private Wealth Services, LLC

  • $5.74 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.38K
+ 0.79%
$442.66 - $534.52 $613K - $740K
176K $93.8M
GLD
Spdr Gold Trust

ETFs
12.7K
+ 12.41%
$243.19 - $288.14 $3.08M - $3.65M
115K $33.1M
V
Visa Inc.

Financial Services
5.47K
+ 3.11%
$306.92 - $362.71 $1.68M - $1.98M
181K $63.6M
LLY
Eli Lilly & CO

Healthcare
4.72K
+ 11.99%
$725.72 - $929.72 $3.42M - $4.39M
44.1K $36.4M
ABBV
Abb Vie Inc.

Healthcare
5.42K
+ 3.66%
$169.2 - $216.66 $918K - $1.17M
154K $32.2M
UBER
Uber Technologies, Inc

Technology
53.7K
+ 42.59%
$63.17 - $81.49 $3.39M - $4.38M
180K $13.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
172K
+ 120.53%
$33.98 - $39.84 $5.84M - $6.84M
314K $10.8M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
29.3K
+ 9.39%
$34.58 - $45.97 $1.01M - $1.35M
342K $15.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
118K
+ 42.17%
$48.06 - $53.73 $5.68M - $6.35M
399K $19.4M
OEF
Ishares S&P 100 ETF

ETFs
19K
+ 159.52%
N/A
30.9K $8.23M
JCPB
J P Morgan Exchange Traded Fd

ETFs
103K
+ 272.25%
$45.56 - $47.23 $4.69M - $4.86M
141K $6.62M
VTV
Vanguard Value ETF

ETFs
20.7K
+ 5.79%
$167.73 - $179.21 $3.47M - $3.71M
378K $65.3M
USFR
Wisdomtree Floating Rate Treas

ETFs
95K
+ 10.48%
$50.29 - $50.5 $4.78M - $4.8M
1M $50.4M
XOM
Exxon Mobil Corp

Energy
16.2K
+ 6.7%
$105.44 - $118.93 $1.71M - $1.92M
258K $30.6M
IVE
Ishares S&P 500 Value ETF

ETFs
23.5K
+ 39.73%
$185.78 - $198.58 $4.37M - $4.67M
82.7K $15.8M
PLTR
Palantir Technologies Inc.

Technology
6.13K
+ 1.55%
$64.98 - $124.62 $398K - $764K
401K $33.8M
IEFA
Ishares Tr

ETFs
27.8K
+ 8.46%
$69.57 - $78.65 $1.94M - $2.19M
357K $27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
70.4K
+ 14.34%
$56.17 - $59.71 $3.95M - $4.2M
561K $32.1M
VEA
Vanguard Ftse Developed Market

ETFs
46.2K
+ 9.63%
$47.4 - $52.99 $2.19M - $2.45M
526K $26.7M
CVX
Chevron Corp

Energy
171
+ 0.1%
$146.71 - $167.97 $25.1K - $28.7K
165K $27.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
22.9K
+ 55.98%
$156.61 - $168.02 $3.58M - $3.85M
63.8K $10.2M
JNJ
Johnson & Johnson

Healthcare
6.3K
+ 5.71%
$142.06 - $167.7 $895K - $1.06M
117K $19.4M
RECS
Columbia ETF Tr I

ETFs
105K
+ 141.16%
$32.64 - $36.08 $3.43M - $3.79M
179K $5.96M
IVW
Ishares S&P 500 Growth ETF

ETFs
51.8K
+ 29.96%
$92.45 - $106.69 $4.79M - $5.53M
225K $20.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
134K
+ 558.27%
$24.91 - $29.02 $3.33M - $3.87M
157K $3.94M
VOT
Vanguard Mid Cap Growth Index

ETFs
13.5K
+ 140.73%
$237.72 - $276.98 $3.21M - $3.74M
23.1K $5.65M
ABT
Abbott Laboratories

Healthcare
10.5K
+ 11.69%
$111.1 - $140.22 $1.17M - $1.48M
101K $13.4M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
42.1K
+ 13.15%
$78.0 - $84.37 $3.28M - $3.55M
362K $28.9M
DUSA
Davis Fundamental ETF Tr

ETFs
67.1K
New
$41.58 - $46.14 $2.79M - $3.1M
67.1K $2.84M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
26.6K
+ 16.13%
$100.34 - $100.68 $2.66M - $2.67M
191K $19.2M
STLG
Ishares Factors Us Growth Styl

ETFs
53.8K
New
N/A
53.8K $2.71M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
21K
+ 39.08%
$114.57 - $118.14 $2.4M - $2.48M
74.6K $8.81M
IBM
International Business Machines Corp

Technology
1.44K
+ 1.87%
$217.4 - $264.74 $313K - $382K
78.4K $19.5M
MCD
Mcdonalds Corp

Consumer Cyclical
4.01K
+ 6.93%
$279.74 - $321.29 $1.12M - $1.29M
61.8K $19.3M
JPM
Jpmorgan Chase & CO

Financial Services
3.46K
+ 1.14%
$225.19 - $279.95 $779K - $968K
308K $75.5M
LVHI
Franklin International Low Vol

ETFs
78.3K
New
$30.53 - $32.85 $2.39M - $2.57M
78.3K $2.53M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
82.3K
New
$29.5 - $33.51 $2.43M - $2.76M
82.3K $2.51M
SPOT
Spotify Technology S.A.

Communication Services
4.11K
+ 290.79%
$457.79 - $648.32 $1.88M - $2.66M
5.52K $3.04M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
52.3K
New
$39.44 - $47.66 $2.06M - $2.49M
52.3K $2.39M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
110K
+ 27.41%
$20.64 - $20.73 $2.28M - $2.29M
513K $10.6M
COST
Costco Wholesale Corp

Consumer Defensive
475
+ 0.77%
$890.62 - $1076.86 $423K - $512K
62.1K $58.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
25.8K
+ 11.13%
N/A
257K $22.1M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
88.2K
+ 348.62%
$24.66 - $26.1 $2.18M - $2.3M
114K $2.83M
VZ
Verizon Communications Inc

Communication Services
7.29K
+ 2.17%
$37.81 - $46.49 $276K - $339K
343K $15.6M
IAU
Ishares Gold Trust

ETFs
11.6K
+ 7.67%
$49.74 - $58.96 $578K - $685K
163K $9.61M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
55.5K
New
$33.63 - $37.64 $1.86M - $2.09M
55.5K $2.05M
OKE
Oneok Inc

Energy
20.3K
+ 122.32%
$89.57 - $109.85 $1.82M - $2.23M
36.9K $3.66M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.48K
+ 2.0%
$142.8 - $176.36 $212K - $262K
75.5K $13M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
34.7K
+ 9.07%
$44.41 - $45.98 $1.54M - $1.6M
417K $19M
Activity Summary
Buys All Purchases 982 New Holdings 164 Increased Positions 818 Sells All Sells 453 Reductions 453 Sold out 0 Options Calls 2 Puts 1
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