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
HBAN
Huntington Bancshares Inc

Financial Services
2.55K
+ 1.95%
$14.28 - $17.39 $36.4K - $44.4K
134K $2.01M
SOUN
Soundhound Ai, Inc.

Technology
3.67K
+ 27.54%
$8.12 - $20.62 $29.8K - $75.6K
17K $137K
USB
Us Bancorp \De\

Financial Services
1.11K
+ 3.57%
$40.92 - $50.9 $45.5K - $56.6K
32.3K $1.36M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
9.48K
+ 20.49%
$18.53 - $29.07 $176K - $276K
55.7K $1.06M
AMAX
Starboard Invt Tr Rh Hedged Mu
28.1K
+ 3.07%
$7.38 - $7.99 $207K - $224K
941K $6.96M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
15
+ 0.27%
$203.38 - $274.79 $3.05K - $4.12K
5.66K $1.16M
IGV
Ishares Expanded Tech Software

ETFs
679
+ 3.77%
$88.3 - $107.83 $60K - $73.2K
18.7K $1.67M
INFY
Infosys LTD

Technology
3.02K
+ 5.54%
$18.06 - $22.89 $54.6K - $69.2K
57.6K $1.05M
IWR
Ishares Russell Mid Cap ETF

ETFs
998
+ 1.32%
$82.81 - $92.93 $82.6K - $92.7K
76.6K $6.52M
GM
General Motors CO

Consumer Cyclical
278
+ 0.94%
$45.22 - $54.92 $12.6K - $15.3K
30K $1.41M
PATH
Ui Path, Inc.

Technology
31
+ 0.04%
$9.97 - $15.19 $309 - $471
73.6K $758K
EMR
Emerson Electric CO

Industrials
11.1K
+ 11.38%
$108.64 - $131.17 $1.21M - $1.46M
109K $11.9M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
2.07K
+ 6.57%
$14.67 - $22.01 $30.4K - $45.6K
33.6K $516K
HPE
Hewlett Packard Enterprise CO

Technology
2.35K
+ 6.12%
$14.77 - $24.42 $34.7K - $57.4K
40.8K $628K
DLR
Digital Realty Trust, Inc.

Real Estate
2.08K
+ 14.37%
$142.1 - $183.56 $295K - $382K
16.6K $2.37M
WMT
Walmart Inc.

Consumer Defensive
8.8K
+ 2.32%
$84.5 - $105.05 $743K - $924K
388K $34M
PEP
Pepsico Inc

Consumer Defensive
179
+ 0.16%
$142.64 - $156.42 $25.5K - $28K
111K $16.6M
LOW
Lowes Companies Inc

Consumer Cyclical
993
+ 3.0%
$222.66 - $268.42 $221K - $267K
34K $7.94M
TT
Trane Technologies PLC

Industrials
183
+ 1.99%
$332.0 - $400.86 $60.8K - $73.4K
9.36K $3.15M
MS
Morgan Stanley

Financial Services
8.52K
+ 6.26%
$111.68 - $141.08 $952K - $1.2M
145K $16.9M
IWS
Ishares Russell Midcap Value E

ETFs
67
+ 0.09%
$122.59 - $135.24 $8.21K - $9.06K
75.1K $9.46M
ADI
Analog Devices Inc

Technology
1.11K
+ 2.54%
$201.56 - $243.82 $223K - $269K
44.7K $9.01M
DAL
Delta Air Lines, Inc.

Industrials
2.82K
+ 12.59%
$43.6 - $69.06 $123K - $195K
25.2K $1.1M
PFE
Pfizer Inc

Healthcare
3.53K
+ 1.19%
$25.01 - $27.13 $88.4K - $95.9K
300K $7.6M
KKR
Kkr & Co. Inc.

Financial Services
270
+ 2.95%
$108.17 - $167.07 $29.2K - $45.1K
9.42K $1.09M
IYW
Ishares Dj Us Tech ETF

ETFs
527
+ 2.96%
$140.44 - $166.79 $74K - $87.9K
18.4K $2.58M
FDN
First Tr Fd Dow Jones

ETFs
1.74K
+ 5.55%
$221.38 - $266.86 $385K - $465K
33.1K $7.36M
CSX
Csx Corp

Industrials
2.84K
+ 2.06%
$29.11 - $33.67 $82.7K - $95.7K
141K $4.14M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
37.9K
+ 2.04%
$29.34 - $31.31 $1.11M - $1.19M
1.9M $56.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
111
+ 4.74%
$4295.4 - $5141.88 $477K - $571K
2.45K $11.3M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
8.34K
+ 10.27%
$47.25 - $67.02 $394K - $559K
89.5K $4.26M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.51K
+ 0.62%
$16.57 - $18.85 $25K - $28.5K
246K $4.1M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
871
+ 3.94%
$161.27 - $192.3 $140K - $167K
23K $3.71M
MRVL
Marvell Technology, Inc.

Technology
7.49K
+ 41.44%
$61.57 - $126.06 $461K - $945K
25.6K $1.57M
AXP
American Express CO

Financial Services
2.61K
+ 6.42%
$255.39 - $325.87 $667K - $851K
43.3K $11.6M
APO
Apollo Global Management, Inc.

Financial Services
1.63K
+ 6.73%
$126.01 - $172.06 $205K - $280K
25.8K $3.53M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
242
+ 2.93%
$314.47 - $431.35 $76.1K - $104K
8.51K $3.12M
FDX
Fedex Corp

Industrials
135
+ 0.94%
$230.33 - $281.53 $31.1K - $38K
14.6K $3.55M
SQ
Block, Inc.

Technology
1.53K
+ 6.89%
$54.04 - $92.95 $82.6K - $142K
23.7K $1.36M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
655
+ 2.95%
$254.58 - $302.92 $167K - $198K
22.8K $5.83M
AXON
Axon Enterprise, Inc.

Industrials
807
+ 5.6%
$496.65 - $710.01 $401K - $573K
15.2K $8.01M
STZ
Constellation Brands, Inc.

Consumer Defensive
661
+ 3.61%
$161.05 - $222.93 $106K - $147K
19K $3.48M
ISRG
Intuitive Surgical Inc

Healthcare
1.25K
+ 2.74%
$476.63 - $610.45 $595K - $762K
46.8K $23.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.8K
+ 4.52%
$102.49 - $119.96 $492K - $575K
111K $11.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
199
+ 0.89%
$211.47 - $267.17 $42.1K - $53.2K
22.5K $4.77M
PYPL
Pay Pal Holdings, Inc.

Financial Services
10.3K
+ 15.54%
$65.15 - $91.81 $673K - $948K
76.8K $5.01M
ORCL
Oracle Corp

Technology
10.8K
+ 13.27%
$139.81 - $186.47 $1.51M - $2.02M
92.4K $12.9M
PANW
Palo Alto Networks Inc

Technology
1.22K
+ 1.56%
$167.82 - $208.28 $205K - $255K
79.5K $13.6M
NKE
Nike, Inc.

Consumer Cyclical
8.62K
+ 8.54%
$63.29 - $81.72 $545K - $704K
109K $6.95M
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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