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
EVRG
Evergy, Inc.

Utilities
396
+ 9.51%
$59.9 - $69.52 $23.7K - $27.5K
4.56K $314K
ING
Ing Groep Nv

Financial Services
530
+ 4.35%
$15.51 - $20.74 $8.22K - $11K
12.7K $248K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.3K
+ 1.19%
$62.72 - $71.92 $144K - $165K
195K $12.3M
INDA
Ishares Msci India Index Fund

ETFs
1.81K
+ 5.83%
$47.8 - $53.4 $86.6K - $96.7K
32.9K $1.69M
OXLC
Oxford Lane Capital Corp.

Financial Services
13.1K
+ 71.58%
$4.3 - $5.17 $56.3K - $67.7K
31.4K $148K
HUM
Humana Inc

Healthcare
105
+ 4.13%
$249.11 - $303.11 $26.2K - $31.8K
2.65K $700K
BBY
Best Buy CO Inc

Consumer Cyclical
1.42K
+ 35.09%
$70.3 - $91.1 $100K - $130K
5.47K $402K
TKNO
Alpha Teknova, Inc.

Healthcare
29.1K
+ 94.35%
$5.19 - $9.61 $151K - $280K
60K $311K
PPA
Invesco Exchange Traded Fd Tr

ETFs
422
+ 19.67%
$113.59 - $123.29 $47.9K - $52K
2.57K $299K
BMBL
Bumble Inc.

Technology
12.4K
New
$4.3 - $8.64 $53.3K - $107K
12.4K $53K
SNA
Snap On Inc

Industrials
177
+ 5.29%
$324.09 - $358.62 $57.4K - $63.5K
3.53K $1.19M
CF
Cf Industries Holdings, Inc.

Basic Materials
945
+ 29.54%
$75.03 - $97.25 $70.9K - $91.9K
4.14K $323K
IDXX
Idexx Laboratories Inc

Healthcare
91
+ 4.73%
$406.29 - $469.04 $37K - $42.7K
2.01K $845K
TBUX
T Rowe Price Exchange Traded F

ETFs
987
+ 19.67%
$49.57 - $49.82 $48.9K - $49.2K
6.01K $298K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
273
+ 2.99%
$24.11 - $28.41 $6.58K - $7.76K
9.4K $266K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
964
+ 20.38%
$49.75 - $50.27 $48K - $48.5K
5.69K $284K
REIT
Alps ETF Tr

ETFs
1.75K
+ 6.72%
$26.36 - $28.44 $46.1K - $49.7K
27.7K $757K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
757
+ 3.76%
$47.59 - $48.35 $36K - $36.6K
20.9K $1.01M
XEL
Xcel Energy Inc

Utilities
254
+ 2.71%
$63.37 - $72.1 $16.1K - $18.3K
9.62K $680K
AGX
Argan Inc

Industrials
467
+ 21.68%
$104.05 - $185.35 $48.6K - $86.6K
2.62K $343K
PBA
Pembina Pipeline Corp

Energy
16
+ 0.11%
$35.13 - $40.12 $562 - $642
15K $601K
KIE
Spdr S&P Insurance ETF

ETFs
109
+ 1.06%
$54.24 - $60.81 $5.91K - $6.63K
10.4K $627K
BEAT
Heart Beam, Inc.

Healthcare
38.3K
+ 36.7%
$1.94 - $2.48 $74.3K - $95K
143K $286K
CDE
Coeur Mining, Inc.

Basic Materials
6.59K
+ 18.61%
$5.02 - $7.29 $33.1K - $48K
42K $248K
VSAT
Viasat Inc

Technology
1.7K
+ 11.35%
$7.51 - $11.81 $12.8K - $20.1K
16.7K $173K
EWJ
Ishares Msci Japan ETF

ETFs
499
+ 6.81%
$65.24 - $71.7 $32.6K - $35.8K
7.83K $536K
OXY
Occidental Petroleum Corp

Energy
906
+ 5.6%
$45.45 - $52.7 $41.2K - $47.7K
17.1K $843K
ABR
Arbor Realty Trust Inc

Real Estate
6.62K
+ 40.05%
$11.68 - $13.98 $77.3K - $92.5K
23.1K $271K
PAC
Pacific Airport Group

Industrials
65
+ 2.24%
$178.82 - $203.81 $11.6K - $13.2K
2.97K $551K
ROP
Roper Technologies Inc

Industrials
2
+ 0.33%
$502.71 - $593.81 $1.01K - $1.19K
601 $354K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
7.6K
+ 58.05%
$9.59 - $11.83 $72.9K - $89.9K
20.7K $198K
KEY
Keycorp

Financial Services
3.67K
+ 24.9%
$15.15 - $18.3 $55.5K - $67.1K
18.4K $294K
NET
Cloudflare, Inc.

Technology
241
+ 8.08%
$110.71 - $176.5 $26.7K - $42.5K
3.22K $363K
PSA
Public Storage

Real Estate
137
+ 5.46%
$288.99 - $313.98 $39.6K - $43K
2.65K $792K
RRC
Range Resources Corp

Energy
360
+ 5.71%
$35.22 - $41.29 $12.7K - $14.9K
6.66K $266K
CNC
Centene Corp

Healthcare
659
+ 11.54%
$55.93 - $65.89 $36.9K - $43.4K
6.37K $386K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.29K
+ 1.78%
$25.05 - $25.16 $32.3K - $32.5K
73.9K $1.86M
AGM
Federal Agricultural Mortgage Corp

Financial Services
376
+ 11.0%
$182.78 - $209.07 $68.7K - $78.6K
3.79K $711K
TOL
Toll Brothers, Inc.

Consumer Cyclical
877
+ 33.04%
$103.02 - $140.69 $90.3K - $123K
3.53K $372K
PAVE
Global X Fds Us Infrastructure

ETFs
2.82K
+ 11.05%
$37.31 - $43.82 $105K - $124K
28.3K $1.07M
PKG
Packaging Corp Of America

Consumer Cyclical
471
+ 22.47%
$192.03 - $242.13 $90.4K - $114K
2.57K $508K
HON
Honeywell International Inc

Industrials
2.79K
+ 7.12%
$202.75 - $226.52 $566K - $633K
42K $8.9M
PRI
Primerica, Inc.

Financial Services
31
+ 1.4%
$271.41 - $296.43 $8.41K - $9.19K
2.24K $637K
CCJ
Cameco Corp

Energy
2.8K
+ 36.03%
$40.64 - $56.86 $114K - $159K
10.6K $435K
FTQI
First Trust ETF Vi First Trust

ETFs
6.05K
+ 15.28%
$18.72 - $21.32 $113K - $129K
45.7K $860K
JKHY
Henry Jack & Associates Inc

Technology
32
+ 0.79%
$166.47 - $191.28 $5.33K - $6.12K
4.1K $748K
DXCM
Dexcom Inc

Healthcare
2.04K
+ 18.46%
$67.74 - $90.75 $138K - $185K
13.1K $893K
CSQ
Calamos Strategic Total Return Fund

Financial Services
4.36K
+ 18.44%
$15.97 - $18.5 $69.6K - $80.6K
28K $452K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
167
+ 3.89%
$68.32 - $75.06 $11.4K - $12.5K
4.46K $333K
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
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email