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
PSLV
Sprott Physical Silver Trust

Financial Services
10.7K
New
$9.65 - $11.76 $104K - $126K
10.7K $103K
IBB
Ishares Biotechnology ETF

ETFs
1.28K
+ 25.27%
$131.21 - $148.85 $168K - $191K
6.37K $841K
SOXX
Ishares Semiconductor ETF

ETFs
3.32K
+ 8.17%
$211.27 - $239.8 $700K - $795K
43.9K $9.45M
CGXU
Capital Group Intl Focus Equit

ETFs
5.5K
+ 38.72%
$24.67 - $26.94 $136K - $148K
19.7K $485K
WDAY
Workday, Inc.

Technology
340
+ 31.81%
$233.85 - $279.91 $79.5K - $95.2K
1.41K $363K
CBSH
Commerce Bancshares Inc

Financial Services
1.02K
+ 7.94%
$57.04 - $74.36 $58.2K - $75.8K
13.9K $864K
LUMN
Lumen Technologies, Inc.

Communication Services
19.1K
New
$5.31 - $10.12 $102K - $193K
19.1K $101K
TAP
Molson Coors Beverage CO

Consumer Defensive
1.87K
+ 5.76%
$53.97 - $63.88 $101K - $119K
34.3K $1.97M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.98K
+ 40.15%
$55.73 - $61.23 $110K - $121K
6.89K $389K
PSTG
Pure Storage, Inc.

Technology
537
+ 9.12%
$48.19 - $66.6 $25.9K - $35.8K
6.43K $394K
NNN
National Retail Properties, Inc.

Real Estate
5.4K
+ 33.11%
$39.77 - $49.34 $215K - $266K
21.7K $886K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
214
+ 5.06%
$78.5 - $102.01 $16.8K - $21.8K
4.44K $439K
UA
Under Armour Inc Cl C

Consumer Cyclical
14.4K
+ 117.21%
$7.37 - $9.94 $106K - $144K
26.8K $199K
FAST
Fastenal CO

Industrials
1.26K
+ 14.73%
$69.99 - $84.35 $87.9K - $106K
9.78K $703K
KGC
Kinross Gold Corp

Basic Materials
10.5K
+ 30.72%
$9.03 - $10.75 $94.6K - $113K
44.6K $413K
LNG
Cheniere Energy, Inc.

Energy
242
+ 20.1%
$181.07 - $225.92 $43.8K - $54.7K
1.45K $310K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
5.07K
+ 87.44%
$26.39 - $35.74 $134K - $181K
10.9K $291K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
937
+ 9.31%
$209.89 - $233.24 $197K - $219K
11K $2.34M
MNST
Monster Beverage Corp

Consumer Defensive
1.63K
+ 11.67%
$49.24 - $56.38 $80.3K - $91.9K
15.6K $819K
MKC
Mccormick & CO Inc

Consumer Defensive
2.15K
+ 17.82%
$73.97 - $84.09 $159K - $181K
14.2K $1.08M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.36K
+ 46.52%
$69.58 - $74.87 $94.9K - $102K
4.3K $300K
XEL
Xcel Energy Inc

Utilities
1.04K
+ 12.5%
$62.16 - $72.92 $64.6K - $75.8K
9.36K $632K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
3.91K
+ 21.04%
$19.86 - $21.15 $77.6K - $82.7K
22.5K $465K
QDPL
Pacer Fds Tr Metaurus Us Large
2.13K
+ 17.41%
$37.54 - $40.11 $80K - $85.5K
14.4K $551K
IP
International Paper CO

Consumer Cyclical
212
+ 1.41%
$46.64 - $59.57 $9.89K - $12.6K
15.2K $820K
YUM
Yum Brands Inc

Consumer Cyclical
845
+ 16.15%
$130.36 - $139.54 $110K - $118K
6.08K $815K
RYLD
Global X Fds Russell 2000 Cove

ETFs
5.03K
+ 33.05%
$15.97 - $16.79 $80.4K - $84.5K
20.3K $330K
BWXT
Bwx Technologies, Inc.

Industrials
673
+ 19.63%
$111.39 - $133.28 $75K - $89.7K
4.1K $456K
FIW
First Trust Water ETF

ETFs
5.21K
+ 8.46%
$102.02 - $110.91 $531K - $577K
66.7K $6.81M
HYG
Ishares Tr

ETFs
2.17K
+ 4.13%
$78.09 - $80.04 $169K - $173K
54.6K $4.3M
NET
Cloudflare, Inc.

Technology
40
+ 1.36%
$78.11 - $117.56 $3.12K - $4.7K
2.98K $321K
IWV
Ishares Russell 3000 ETF

ETFs
218
+ 15.15%
$323.08 - $349.08 $70.4K - $76.1K
1.66K $553K
MET
Metlife Inc

Financial Services
1.16K
+ 5.35%
$78.15 - $88.25 $90.4K - $102K
22.8K $1.86M
VOX
Vanguard Communication Service

ETFs
369
+ 15.15%
$144.31 - $163.57 $53.3K - $60.4K
2.8K $434K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.85K
+ 32.29%
$22.1 - $22.59 $85K - $86.9K
15.8K $349K
BOTZ
Global X Fds

ETFs
2.51K
+ 18.15%
$31.11 - $34.18 $78.1K - $85.8K
16.3K $522K
FIX
Comfort Systems Usa Inc

Industrials
43
+ 2.41%
$370.68 - $504.12 $15.9K - $21.7K
1.83K $774K
VFH
Vanguard Financial ETF

ETFs
149
+ 2.03%
$108.87 - $126.2 $16.2K - $18.8K
7.47K $882K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.41K
+ 8.19%
$43.61 - $45.3 $61.5K - $63.9K
18.6K $830K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.33K
+ 9.46%
$81.34 - $96.75 $108K - $128K
15.3K $1.25M
ILMN
Illumina, Inc.

Healthcare
449
+ 8.59%
$128.99 - $155.15 $57.9K - $69.7K
5.68K $758K
TROW
Price T Rowe Group Inc

Financial Services
518
+ 12.3%
$106.48 - $124.69 $55.2K - $64.6K
4.73K $534K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.12K
+ 28.62%
$99.04 - $109.59 $111K - $123K
5.03K $501K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
9.8K
+ 13.63%
$19.51 - $21.5 $191K - $211K
81.7K $1.61M
FTGC
First Trust Global Tactical CO

ETFs
2.39K
+ 3.92%
$23.23 - $24.25 $55.5K - $57.9K
63.3K $1.52M
CB
Chubb LTD

Financial Services
1.59K
+ 5.2%
$271.57 - $301.89 $431K - $479K
32.1K $8.87M
ADT
Adt Inc.

Industrials
10.5K
New
$6.71 - $8.14 $70.5K - $85.6K
10.5K $72K
PAGS
Pag Seguro Digital Ltd.

Technology
11.5K
New
$6.19 - $8.51 $71K - $97.7K
11.5K $71K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.7K
+ 5.3%
$57.38 - $61.11 $97.4K - $104K
33.7K $1.97M
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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