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
CVNA
Carvana Co.

Consumer Cyclical
4.87K
+ 410.37%
$166.52 - $285.33 $810K - $1.39M
6.05K $1.27M
HESM
Hess Midstream LP

Energy
24.2K
New
$37.59 - $43.88 $910K - $1.06M
24.2K $1.02M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
38.1K
+ 5.73%
$24.5 - $24.95 $934K - $951K
703K $17.4M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
44.3K
+ 372.14%
$20.83 - $23.69 $922K - $1.05M
56.2K $1.26M
AM
Antero Midstream Corp

Energy
55.5K
New
$15.47 - $18.04 $859K - $1M
55.5K $999K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
41.5K
+ 83.25%
N/A
91.3K $2.17M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
26.2K
+ 24.88%
$34.23 - $36.9 $896K - $966K
131K $4.69M
GS
Goldman Sachs Group Inc

Financial Services
2.86K
+ 12.9%
$524.81 - $672.19 $1.5M - $1.92M
25K $13.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
19.2K
New
$50.72 - $50.92 $974K - $978K
19.2K $976K
HES
Hess Corp

Energy
2.86K
+ 14.85%
$135.42 - $160.52 $387K - $459K
22.1K $3.53M
AEP
American Electric Power CO Inc

Utilities
1.85K
+ 4.17%
$90.32 - $109.27 $167K - $202K
46.3K $5.05M
CVS
Cvs Health Corp

Healthcare
1.84K
+ 5.05%
$44.22 - $68.64 $81.3K - $126K
38.3K $2.59M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
39.7K
+ 43.9%
$23.13 - $23.41 $917K - $929K
130K $3.02M
BMY
Bristol Myers Squibb CO

Healthcare
3.09K
+ 1.85%
$53.9 - $63.11 $167K - $195K
170K $10.4M
BSCV
Invesco ETF Self Indexed Fd Tr
56.6K
New
$15.87 - $16.38 $898K - $927K
56.6K $922K
FSMD
Fidelity Covington Tr Small Mi

ETFs
24.7K
+ 84.57%
$38.04 - $43.22 $939K - $1.07M
53.9K $2.11M
CAH
Cardinal Health Inc

Healthcare
4.2K
+ 25.31%
$118.02 - $137.77 $496K - $578K
20.8K $2.86M
GD
General Dynamics Corp

Industrials
1.59K
+ 3.11%
$241.94 - $272.58 $385K - $433K
52.7K $14.4M
NSC
Norfolk Southern Corp

Industrials
3.66K
+ 29.27%
$227.69 - $259.76 $833K - $950K
16.2K $3.83M
MMM
3 M CO

Industrials
2.88K
+ 10.96%
$129.7 - $155.12 $374K - $447K
29.2K $4.29M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.5K
+ 18.62%
$91.45 - $91.75 $868K - $871K
60.5K $5.55M
FDD
First Trust Stoxx European Sel

ETFs
61.8K
+ 406.02%
$11.08 - $13.94 $684K - $861K
77K $1.04M
CRWD
Crowd Strike Holdings, Inc.

Technology
898
+ 1.7%
$308.86 - $455.36 $277K - $409K
53.8K $19M
ENB
Enbridge Inc

Energy
17.3K
+ 31.96%
$41.54 - $45.45 $719K - $786K
71.4K $3.16M
NEM
Newmont Corp

Basic Materials
8.51K
+ 21.05%
$37.79 - $48.39 $322K - $412K
48.9K $2.36M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
14.2K
+ 13.04%
$59.78 - $60.03 $848K - $852K
123K $7.36M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.77K
+ 15.16%
$81.83 - $82.73 $800K - $809K
74.2K $6.14M
IWX
Ishares Tr Russell 200 Value E

ETFs
4.7K
+ 3.15%
$78.54 - $84.86 $369K - $398K
154K $12.6M
BP
Bp PLC

Energy
15.5K
+ 19.94%
$29.93 - $35.31 $464K - $547K
93.2K $3.15M
COP
Conocophillips

Energy
5.95K
+ 16.08%
$88.6 - $105.85 $527K - $630K
43K $4.51M
NVS
Novartis Ag

Healthcare
5.37K
+ 32.01%
$97.14 - $115.57 $522K - $621K
22.2K $2.47M
NEE
Nextera Energy Inc

Utilities
14.4K
+ 6.14%
$66.96 - $76.16 $966K - $1.1M
249K $17.7M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
40.6K
+ 358.41%
$20.05 - $20.4 $814K - $828K
51.9K $1.06M
AZN
Astrazeneca PLC

Healthcare
9.6K
+ 62.12%
$65.37 - $77.96 $627K - $748K
25K $1.84M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
34.2K
+ 343.89%
$23.9 - $24.18 $816K - $826K
44.1K $1.07M
CCI
Crown Castle International Corp

Real Estate
3.76K
+ 11.75%
$84.33 - $106.39 $317K - $400K
35.8K $3.73M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
29.1K
+ 19.29%
$51.45 - $58.51 $1.5M - $1.7M
180K $9.32M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
25.6K
+ 35.13%
$25.98 - $28.41 $664K - $726K
98.3K $2.71M
IBHG
Ishares Tr Ibonds 2027 Term Hi
35.9K
+ 81.83%
$22.21 - $22.56 $798K - $810K
79.8K $1.78M
FVAL
Fidelity Covington Tr Value Fa

ETFs
16.2K
+ 18.87%
$58.79 - $65.0 $951K - $1.05M
102K $6.07M
TJX
Tjx Companies Inc

Consumer Cyclical
6.29K
+ 19.96%
$112.81 - $126.16 $709K - $793K
37.8K $4.6M
FLRN
Spdr Bloomberg Investment Grad

ETFs
25.6K
+ 34.37%
$30.71 - $30.87 $787K - $791K
100K $3.09M
PGR
Progressive Corp

Financial Services
353
+ 2.26%
$235.61 - $291.22 $83.2K - $103K
16K $4.52M
IEMG
Ishares Inc

ETFs
14.4K
+ 4.2%
N/A
358K $19.2M
LRN
Stride, Inc.

Consumer Defensive
6.09K
New
$106.34 - $142.28 $648K - $867K
6.09K $770K
CGGO
Capital Group Global Growth Eq

ETFs
27.1K
New
$28.33 - $30.84 $767K - $835K
27.1K $766K
BSCU
Invesco Exc Self Ind Tr

ETFs
45.1K
New
$16.2 - $16.64 $730K - $750K
45.1K $747K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
15.7K
+ 12.6%
$42.36 - $43.8 $665K - $687K
140K $6.09M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
25K
+ 24.23%
$28.55 - $29.09 $715K - $728K
128K $3.7M
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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