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
ADI
Analog Devices Inc

Technology
1.42K
+ 3.37%
$206.35 - $236.48 $293K - $336K
43.6K $9.25M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.12K
+ 10.36%
$501.29 - $612.85 $560K - $685K
11.9K $6.2M
PFE
Pfizer Inc

Healthcare
8.07K
+ 2.8%
$24.8 - $30.19 $200K - $244K
296K $7.86M
PEP
Pepsico Inc

Consumer Defensive
8.73K
+ 8.57%
$151.29 - $176.1 $1.32M - $1.54M
111K $16.8M
MDT
Medtronic PLC

Healthcare
5.94K
+ 6.1%
$79.61 - $92.24 $473K - $548K
103K $8.25M
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.81K
+ 8.05%
$72.97 - $96.75 $205K - $271K
37.7K $2.8M
TGT
Target Corp

Consumer Defensive
2.08K
+ 5.19%
$121.59 - $160.69 $253K - $334K
42.2K $5.7M
NEM
Newmont Corp

Basic Materials
1.93K
+ 5.0%
$37.0 - $58.68 $71.2K - $113K
40.4K $1.5M
STX
Seagate Technology Holdings PLC

Technology
818
+ 2.99%
$86.31 - $112.64 $70.6K - $92.1K
28.2K $2.43M
XLV
Select Sector Spdr Fund Health

ETFs
239
+ 0.66%
$136.28 - $154.74 $32.6K - $37K
36.6K $5.03M
AMAT
Applied Materials Inc

Technology
1.81K
+ 7.32%
$161.44 - $213.89 $293K - $388K
26.6K $4.32M
HII
Huntington Ingalls Industries, Inc.

Industrials
264
+ 2.57%
$184.96 - $264.65 $48.8K - $69.9K
10.5K $1.99M
PSX
Phillips 66

Energy
6.71K
+ 7.51%
$110.35 - $138.93 $740K - $932K
96.1K $10.9M
ADBE
Adobe Inc.

Technology
308
+ 2.38%
$437.39 - $552.96 $135K - $170K
13.3K $5.9M
MU
Micron Technology Inc

Technology
5.28K
+ 7.94%
$84.16 - $113.41 $444K - $599K
71.7K $6.04M
JNJ
Johnson & Johnson

Healthcare
6.19K
+ 5.94%
$143.34 - $165.86 $887K - $1.03M
110K $16M
GD
General Dynamics Corp

Industrials
3.47K
+ 7.27%
$260.28 - $314.03 $902K - $1.09M
51.2K $13.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
252
+ 0.14%
$442.29 - $483.08 $111K - $122K
175K $79.2M
AMT
American Tower Corp

Real Estate
1.72K
+ 5.66%
$179.4 - $232.01 $309K - $400K
32.1K $5.89M
ABBV
Abb Vie Inc.

Healthcare
8.84K
+ 6.34%
$164.99 - $203.87 $1.46M - $1.8M
148K $26.3M
NEE
Nextera Energy Inc

Utilities
19K
+ 8.82%
$69.77 - $85.43 $1.33M - $1.63M
235K $16.8M
IEFA
Ishares Tr

ETFs
14.6K
+ 4.64%
$70.06 - $77.43 $1.02M - $1.13M
329K $23.1M
XOM
Exxon Mobil Corp

Energy
7.37K
+ 3.15%
$105.51 - $125.37 $777K - $924K
241K $26M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
384K
+ 183.7%
$26.93 - $84.95 $10.3M - $32.6M
593K $16.2M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
7.51K
+ 2.46%
$33.77 - $44.09 $254K - $331K
312K $10.6M
ZTS
Zoetis Inc.

Healthcare
5.03K
+ 6.47%
$162.24 - $194.42 $816K - $977K
82.7K $13.5M
LMT
Lockheed Martin Corp

Industrials
3.44K
+ 9.72%
$479.66 - $614.62 $1.65M - $2.12M
38.9K $18.9M
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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