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
VRSK
Verisk Analytics, Inc.

Industrials
1.51K
+ 56.4%
$268.63 - $301.33 $406K - $455K
4.19K $1.25M
ROKU
Roku, Inc

Communication Services
7.19K
New
$67.36 - $99.07 $484K - $712K
7.19K $506K
DE
Deere & CO

Industrials
201
+ 2.24%
$408.57 - $509.27 $82.1K - $102K
9.18K $4.31M
IEZ
Ishares Tr

ETFs
25.8K
New
$18.42 - $22.2 $476K - $574K
25.8K $503K
GIS
General Mills Inc

Consumer Defensive
10.5K
+ 32.43%
$57.56 - $65.3 $606K - $688K
43K $2.57M
TW
Tradeweb Markets Inc.

Financial Services
3.11K
+ 151.91%
$123.42 - $148.46 $384K - $461K
5.15K $765K
VICI
Vici Properties Inc.

Real Estate
11.7K
+ 34.95%
$28.21 - $32.68 $329K - $381K
45.1K $1.47M
AMP
Ameriprise Financial Inc

Financial Services
1.32K
+ 44.56%
$472.29 - $575.13 $622K - $757K
4.27K $2.07M
TSCO
Tractor Supply CO

Consumer Cyclical
4.74K
+ 4.38%
$51.66 - $57.94 $245K - $274K
113K $6.22M
MASI
Masimo Corp

Healthcare
2.89K
New
$163.55 - $190.63 $473K - $551K
2.89K $481K
EWG
Ishares Msci Germany ETF

ETFs
12.7K
New
$31.57 - $39.31 $402K - $501K
12.7K $472K
ES
Eversource Energy

Utilities
3.57K
+ 6.67%
$55.63 - $63.8 $198K - $228K
57K $3.54M
PWR
Quanta Services, Inc.

Industrials
3K
+ 63.22%
$236.71 - $358.03 $711K - $1.08M
7.76K $1.97M
NOC
Northrop Grumman Corp

Industrials
151
+ 1.7%
$433.45 - $513.82 $65.5K - $77.6K
9.03K $4.62M
MPC
Marathon Petroleum Corp

Energy
2.46K
+ 15.39%
$134.72 - $159.03 $331K - $391K
18.4K $2.68M
AIQ
Global X Funds Global X Artifi

ETFs
14.9K
+ 38.66%
$36.38 - $42.77 $544K - $639K
53.6K $1.95M
EMLP
First Tr Exchange Traded Iv

ETFs
3.55K
+ 2.03%
$35.79 - $38.28 $127K - $136K
178K $6.68M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.72K
+ 1.6%
$56.51 - $62.98 $97K - $108K
109K $6.61M
FQAL
Fidelity Covington Tr Quality

ETFs
7.81K
+ 17.75%
$63.12 - $69.13 $493K - $540K
51.8K $3.33M
FANG
Diamondback Energy, Inc.

Energy
3K
+ 32.66%
$139.9 - $180.18 $420K - $541K
12.2K $1.95M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
10.1K
New
$43.48 - $52.89 $441K - $536K
10.1K $441K
DASH
Door Dash, Inc.

Communication Services
2.41K
New
$168.37 - $213.38 $406K - $515K
2.41K $440K
TBBK
Bancorp, Inc.

Financial Services
8.26K
New
$49.74 - $62.75 $411K - $518K
8.26K $436K
SOFI
So Fi Technologies, Inc.

Financial Services
42.6K
+ 247.8%
$11.18 - $18.03 $476K - $768K
59.8K $694K
ESE
Esco Technologies Inc

Technology
2.69K
New
$128.92 - $169.65 $346K - $456K
2.69K $427K
HDB
Hdfc Bank LTD

Financial Services
2.61K
+ 2.69%
$58.06 - $66.85 $152K - $175K
99.7K $6.62M
FDMO
Fidelity Covington Tr Momentum

ETFs
10.1K
+ 19.61%
$63.36 - $74.35 $643K - $754K
61.9K $4.02M
GTY
Getty Realty Corp

Real Estate
12.8K
+ 53.68%
$29.11 - $31.4 $372K - $402K
36.6K $1.14M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.31K
+ 84.53%
$132.75 - $177.12 $307K - $409K
5.05K $770K
SLB
Schlumberger Limited

Energy
3.33K
+ 4.07%
$38.4 - $43.74 $128K - $146K
85.3K $3.56M
JMEE
J P Morgan Exchange Traded Fd

ETFs
8.12K
+ 108.26%
$54.51 - $63.63 $443K - $517K
15.6K $874K
MINO
Pimco ETF Tr Municipal Income

ETFs
9.37K
+ 168.39%
$44.44 - $45.83 $417K - $430K
14.9K $668K
ONON
On Holding Ag

Consumer Cyclical
11.4K
+ 151.17%
$43.92 - $63.62 $499K - $723K
18.9K $829K
EWBC
East West Bancorp Inc

Financial Services
4.62K
New
$84.35 - $103.91 $390K - $480K
4.62K $415K
SNEX
Stone X Group Inc.

Financial Services
5.42K
New
$76.12 - $126.89 $413K - $688K
5.42K $413K
MELI
Mercadolibre Inc

Consumer Cyclical
211
New
$1739.0 - $2260.0 $367K - $477K
211 $411K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
3.7K
New
$106.46 - $114.75 $394K - $425K
3.7K $407K
PFF
Ishares Trust Ishares Pfd And

ETFs
16.2K
+ 12.67%
$30.73 - $32.26 $498K - $523K
144K $4.42M
BAX
Baxter International Inc

Healthcare
7.22K
+ 23.0%
$29.26 - $36.57 $211K - $264K
38.6K $1.32M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.7K
+ 29.94%
$74.75 - $89.13 $276K - $330K
16.1K $1.34M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
7.42K
New
$47.66 - $57.45 $353K - $426K
7.42K $403K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.33K
+ 32.69%
$48.65 - $53.06 $308K - $336K
25.7K $1.33M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
30.1K
+ 29.08%
$11.96 - $13.56 $360K - $408K
134K $1.72M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
20.3K
+ 9.64%
$89.18 - $104.04 $1.81M - $2.12M
231K $21.2M
VNLA
Janus Henderson Short Duration

ETFs
7.87K
+ 37.07%
$48.89 - $49.21 $385K - $387K
29.1K $1.43M
CAPL
Cross America Partners LP

Energy
15.8K
New
$21.88 - $24.57 $346K - $388K
15.8K $388K
SYK
Stryker Corp

Healthcare
412
+ 2.16%
$355.18 - $399.9 $146K - $165K
19.5K $7.25M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
8.16K
+ 39.25%
$47.47 - $48.84 $387K - $399K
29K $1.38M
ECL
Ecolab Inc.

Basic Materials
848
+ 10.43%
$229.72 - $269.82 $195K - $229K
8.98K $2.28M
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