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
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
54.8K
New
$31.25 - $34.24 $1.71M - $1.88M
54.8K $1.87M
WM
Waste Management Inc

Industrials
4.73K
+ 18.18%
$200.54 - $233.78 $949K - $1.11M
30.8K $7.12M
BK
Bank Of New York Mellon Corp

Financial Services
18.3K
+ 43.3%
$75.42 - $88.95 $1.38M - $1.63M
60.5K $5.08M
PH
Parker Hannifin Corp

Industrials
3.27K
+ 40.9%
$591.65 - $707.05 $1.93M - $2.31M
11.2K $6.84M
AMT
American Tower Corp

Real Estate
2.95K
+ 9.18%
$173.46 - $217.6 $512K - $642K
35.1K $7.63M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.43K
+ 7.87%
$551.42 - $612.93 $4.1M - $4.55M
102K $56.9M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
82.9K
+ 226.22%
$19.43 - $19.62 $1.61M - $1.63M
120K $2.34M
IHDG
Wisdomtree Tr

ETFs
37.4K
+ 93.43%
$43.4 - $47.51 $1.62M - $1.78M
77.4K $3.36M
AEM
Agnico Eagle Mines LTD

Basic Materials
12K
+ 151.68%
$79.66 - $108.41 $958K - $1.3M
20K $2.16M
CGDV
Capital Group Divid Value ETF

ETFs
39.6K
+ 11.45%
$34.95 - $37.36 $1.38M - $1.48M
385K $13.7M
MDT
Medtronic PLC

Healthcare
5.31K
+ 5.14%
$79.84 - $94.5 $424K - $502K
109K $9.76M
WFC
Wells Fargo & Company

Financial Services
18.2K
+ 18.49%
$66.78 - $81.42 $1.22M - $1.49M
117K $8.4M
O
Realty Income Corp

Real Estate
16.4K
+ 15.04%
$51.67 - $58.49 $846K - $958K
125K $7.27M
KMI
Kinder Morgan, Inc.

Energy
43.5K
+ 26.28%
$26.1 - $31.22 $1.14M - $1.36M
209K $5.97M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
71.9K
+ 17.25%
$19.42 - $19.54 $1.4M - $1.4M
489K $9.52M
WMB
Williams Companies, Inc.

Energy
18.7K
+ 34.8%
$54.02 - $61.09 $1.01M - $1.14M
72.3K $4.32M
META
Meta Platforms, Inc.

Communication Services
4.96K
+ 4.63%
$576.36 - $736.67 $2.86M - $3.65M
112K $64.6M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
25K
New
$55.29 - $61.72 $1.38M - $1.54M
25K $1.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
407
+ 12.59%
$1187.71 - $1432.58 $483K - $583K
3.64K $5.21M
CB
Chubb LTD

Financial Services
1.81K
+ 5.64%
$257.71 - $301.99 $466K - $547K
33.9K $10.2M
HWM
Howmet Aerospace Inc.

Industrials
8.98K
+ 91.55%
$110.79 - $139.39 $995K - $1.25M
18.8K $2.44M
PSX
Phillips 66

Energy
3.57K
+ 3.71%
$113.93 - $131.55 $406K - $469K
99.6K $12.3M
ALL
Allstate Corp

Financial Services
5.34K
+ 34.02%
$180.99 - $210.18 $966K - $1.12M
21K $4.36M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
23.5K
+ 10.82%
$42.5 - $46.71 $999K - $1.1M
241K $10.9M
VO
Vanguard Mid Cap ETF

ETFs
5.83K
+ 16.73%
$251.87 - $277.95 $1.47M - $1.62M
40.7K $10.5M
LNG
Cheniere Energy, Inc.

Energy
5.58K
+ 385.89%
$209.32 - $253.66 $1.17M - $1.42M
7.03K $1.63M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.1K
+ 23.23%
$192.82 - $222.1 $2.13M - $2.46M
58.7K $11.3M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
60.9K
+ 288.89%
$20.11 - $21.21 $1.22M - $1.29M
82K $1.73M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.77K
+ 14.11%
$80.53 - $147.57 $223K - $408K
22.4K $2.96M
EFG
Msci Eafe Growth ETF

ETFs
8.77K
+ 7.11%
$96.1 - $106.37 $842K - $932K
132K $13.2M
ALLY
Ally Financial Inc.

Financial Services
32.2K
+ 21.8%
$32.99 - $40.09 $1.06M - $1.29M
180K $6.57M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
52.7K
+ 113.18%
$23.58 - $24.02 $1.24M - $1.27M
99.3K $2.34M
OC
Owens Corning

Industrials
8.58K
New
$137.83 - $191.19 $1.18M - $1.64M
8.58K $1.23M
SO
Southern CO

Utilities
6.72K
+ 10.72%
$80.96 - $92.96 $544K - $625K
69.5K $6.39M
TXN
Texas Instruments Inc

Technology
6.27K
+ 10.9%
N/A
63.8K $12.4M
DUK
Duke Energy Corp

Utilities
1.51K
+ 2.15%
$105.87 - $121.97 $159K - $184K
71.4K $8.71M
WELL
Welltower Inc.

Real Estate
2.96K
+ 11.41%
$124.05 - $156.86 $367K - $464K
28.9K $4.42M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
22.7K
+ 6.27%
$50.48 - $51.04 $1.14M - $1.16M
384K $19.5M
MA
Mastercard Inc

Financial Services
1.09K
+ 4.38%
$504.67 - $576.31 $552K - $630K
26.1K $14.3M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
21.9K
New
$51.26 - $52.53 $1.12M - $1.15M
21.9K $1.13M
PG
Procter & Gamble CO

Consumer Defensive
4.32K
+ 3.13%
$158.56 - $176.26 $685K - $762K
142K $24.3M
MSTR
Microstrategy Inc

Technology
3.87K
+ 44.31%
$239.27 - $396.5 $926K - $1.53M
12.6K $3.63M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
38.7K
+ 182.43%
$27.88 - $30.57 $1.08M - $1.18M
59.9K $1.71M
BSX
Boston Scientific Corp

Healthcare
6.98K
+ 21.04%
$89.38 - $106.18 $624K - $741K
40.1K $4.05M
TRGP
Targa Resources Corp.

Energy
5.21K
+ 380.83%
$178.44 - $217.22 $929K - $1.13M
6.57K $1.32M
RWL
Invesco Exchange Traded Fd Tr

ETFs
9.78K
+ 15.74%
$96.9 - $104.39 $948K - $1.02M
71.9K $7.14M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
21.2K
+ 175.78%
$43.6 - $49.84 $923K - $1.06M
33.2K $1.58M
VV
Vanguard Large Cap ETF

ETFs
5.48K
+ 18.56%
$253.32 - $282.66 $1.39M - $1.55M
35K $9M
PLD
Prologis, Inc.

Real Estate
6.43K
+ 12.77%
$103.59 - $124.04 $666K - $797K
56.8K $6.34M
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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