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
RANI
Rani Therapeutics Holdings, Inc.

Healthcare
19.5K
+ 16.33%
$1.25 - $1.85 $24.4K - $36.1K
139K $175K
VXRT
Vaxart, Inc.

Healthcare
30.3K
New
$0.41 - $0.94 $12.4K - $28.5K
30.3K $12K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
334
+ 2.09%
$15.63 - $16.23 $5.22K - $5.42K
16.3K $259K
VB
Vanguard Small Cap ETF

ETFs
4.22K
+ 8.47%
$217.89 - $252.64 $919K - $1.07M
54.1K $12M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
91
+ 0.13%
$4.42 - $4.86 $402 - $442
70.7K $332K
UTG
Reaves Utility Income Fund

Financial Services
151
+ 2.11%
$31.08 - $34.42 $4.69K - $5.2K
7.3K $237K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
118
+ 1.97%
$78.12 - $83.7 $9.22K - $9.88K
6.12K $493K
GGG
Graco Inc

Industrials
169
+ 2.74%
$80.53 - $87.54 $13.6K - $14.8K
6.35K $530K
EAF
Graftech International LTD

Industrials
11K
New
$0.87 - $1.82 $9.57K - $20K
11K $9K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
1.59K
+ 3.25%
$28.22 - $30.06 $44.8K - $47.7K
50.4K $1.44M
TECK
Teck Resources LTD

Basic Materials
914
+ 14.56%
$36.43 - $43.86 $33.3K - $40.1K
7.19K $262K
FTSD
Franklin ETF Tr Liberty Short

ETFs
69
+ 2.49%
$90.09 - $90.89 $6.22K - $6.27K
2.84K $258K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
867
+ 3.08%
$67.43 - $75.54 $58.5K - $65.5K
29K $1.98M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
3.67K
+ 22.07%
$7.39 - $9.09 $27.1K - $33.3K
20.3K $150K
DHI
Horton D R Inc

Consumer Cyclical
630
+ 11.1%
$125.29 - $147.65 $78.9K - $93K
6.3K $801K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
565
+ 3.1%
$7.6 - $7.96 $4.29K - $4.5K
18.8K $145K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
381
+ 1.25%
$18.12 - $19.21 $6.9K - $7.32K
30.8K $561K
ABSI
Absci Corp

Healthcare
2.8K
+ 19.96%
$2.51 - $5.82 $7.03K - $16.3K
16.8K $42K
BHK
Blackrock Core Bond Trust

Financial Services
121
+ 0.9%
$10.15 - $10.86 $1.23K - $1.31K
13.6K $147K
TFC
Truist Financial Corp

Financial Services
4.55K
+ 5.6%
$39.48 - $48.15 $180K - $219K
85.9K $3.53M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
115
+ 0.66%
$20.08 - $21.07 $2.31K - $2.42K
17.6K $359K
FLIN
Franklin Templeton ETF Tr

ETFs
449
+ 4.13%
$34.0 - $38.4 $15.3K - $17.2K
11.3K $416K
MPWR
Monolithic Power Systems Inc

Technology
25
+ 2.87%
$565.7 - $720.25 $14.1K - $18K
897 $520K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
258
+ 2.77%
$23.15 - $23.78 $5.97K - $6.14K
9.57K $222K
GAB
Gabelli Equity Trust Inc

Financial Services
87
+ 0.31%
$5.36 - $5.67 $466 - $493
27.8K $153K
FRT
Federal Realty Investment Trust

Real Estate
607
+ 15.57%
$94.7 - $111.82 $57.5K - $67.9K
4.51K $440K
FDHY
Fidelity Covington Trust High

ETFs
73
+ 1.71%
$47.92 - $49.1 $3.5K - $3.58K
4.35K $209K
CBSH
Commerce Bancshares Inc

Financial Services
71
+ 0.51%
$58.85 - $68.59 $4.18K - $4.87K
13.9K $867K
AWR
American States Water CO

Utilities
1
+ 0.03%
$70.84 - $80.98 $70.8 - $81
3.08K $241K
PHG
Koninklijke Philips Nv

Healthcare
63
+ 0.55%
$24.92 - $28.61 $1.57K - $1.8K
11.5K $293K
EXR
Extra Space Storage Inc.

Real Estate
37
+ 1.72%
$143.8 - $161.28 $5.32K - $5.97K
2.18K $324K
NDSN
Nordson Corp

Industrials
90
+ 4.1%
$200.12 - $224.07 $18K - $20.2K
2.28K $460K
WDC
Western Digital Corp

Technology
2.35K
+ 48.3%
$40.43 - $72.03 $94.9K - $169K
7.21K $291K
NAT
Nordic American Tankers LTD

Industrials
105
+ 0.72%
N/A
14.7K $58K
GDV
Gabelli Dividend & Income Trust

Financial Services
66
+ 0.66%
$23.47 - $25.3 $1.55K - $1.67K
10.1K $243K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
20
+ 0.14%
$10.81 - $11.29 $216 - $226
13.8K $150K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
1.19K
+ 7.33%
$12.94 - $14.29 $15.4K - $17K
17.4K $228K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
605
+ 14.46%
$91.44 - $106.54 $55.3K - $64.5K
4.79K $437K
OGN
Organon & Co.

Healthcare
108
+ 0.53%
$14.29 - $16.41 $1.54K - $1.77K
20.5K $304K
AES
Aes Corp

Utilities
1.01K
+ 4.0%
$9.93 - $13.23 $10K - $13.4K
26.3K $326K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
567
+ 1.8%
$5.87 - $6.26 $3.33K - $3.55K
32.1K $189K
First Tr Exchng Traded Fd Vi
500
+ 3.35%
N/A
15.4K $0
CGSD
Capital Grp Core Plus Income E
83.3K
+ 37.61%
N/A
305K $0
Simplify Exchange Traded Fun
24.9K
+ 273.03%
N/A
34.1K $0
TUA
Simpl Exch Traded Fds Sht Term
10.2K
+ 50.88%
N/A
30.2K $0
Jacobs Solutions Inc
108
+ 2.63%
N/A
4.22K $0
Solventum Corp
2.99K
+ 48.39%
N/A
9.16K $0
Sndl Inc
14.7K
New
N/A
14.7K $0
Linde PLC
1.22K
+ 6.72%
N/A
19.3K $0
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