Kestra Private Wealth Services, LLC Incresed Positions in Q1 2025

Kestra Private Wealth Services, LLC

  • $5.74 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADT
Adt Inc.

Industrials
1K
+ 9.51%
$6.87 - $8.23 $6.87K - $8.23K
11.5K $93K
FEX
First Tr Large Cap Core Alphde

ETFs
367
+ 3.79%
$99.27 - $109.89 $36.4K - $40.3K
10K $1.03M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.42K
+ 6.79%
$21.23 - $23.75 $93.8K - $105K
69.5K $1.5M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
2.58K
+ 26.47%
$19.0 - $24.32 $48.9K - $62.6K
12.3K $233K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
3.49K
+ 18.65%
$21.29 - $24.8 $74.2K - $86.5K
22.2K $472K
GPN
Global Payments Inc

Industrials
662
+ 19.55%
$92.18 - $113.03 $61K - $74.8K
4.05K $396K
THW
Tekla World Healthcare Fund

Financial Services
122
+ 0.39%
$11.09 - $12.2 $1.35K - $1.49K
31.2K $359K
AB
Alliancebernstein Holding L.P.

Financial Services
257
+ 4.55%
$35.0 - $40.73 $9K - $10.5K
5.9K $226K
VTWV
Vanguard Russell 2000 Value Et

ETFs
387
+ 12.9%
$131.51 - $149.24 $50.9K - $57.8K
3.39K $450K
BNTX
Bio N Tech Se

Healthcare
678
+ 34.23%
$91.06 - $126.88 $61.7K - $86K
2.66K $242K
EL
Estee Lauder Companies Inc

Consumer Defensive
612
+ 20.82%
$64.26 - $85.48 $39.3K - $52.3K
3.55K $234K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
72
+ 0.38%
$20.56 - $21.51 $1.48K - $1.55K
18.9K $401K
PRF
Invesco Exchange Traded Fd Tr

ETFs
335
+ 3.89%
$39.4 - $42.61 $13.2K - $14.3K
8.95K $361K
STLD
Steel Dynamics Inc

Basic Materials
140
+ 6.33%
N/A
2.35K $230K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
91
+ 0.13%
$4.42 - $4.86 $402 - $442
70.7K $332K
RANI
Rani Therapeutics Holdings, Inc.

Healthcare
19.5K
+ 16.33%
$1.25 - $1.85 $24.4K - $36.1K
139K $175K
VB
Vanguard Small Cap ETF

ETFs
4.22K
+ 8.47%
$217.89 - $252.64 $919K - $1.07M
54.1K $12M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
334
+ 2.09%
$15.63 - $16.23 $5.22K - $5.42K
16.3K $259K
UTG
Reaves Utility Income Fund

Financial Services
151
+ 2.11%
$31.08 - $34.42 $4.69K - $5.2K
7.3K $237K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
118
+ 1.97%
$78.12 - $83.7 $9.22K - $9.88K
6.12K $493K
GGG
Graco Inc

Industrials
169
+ 2.74%
$80.53 - $87.54 $13.6K - $14.8K
6.35K $530K
AAL
American Airlines Group Inc.

Industrials
776
+ 7.46%
N/A
11.2K $123K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
1.59K
+ 3.25%
$28.22 - $30.06 $44.8K - $47.7K
50.4K $1.44M
DHI
Horton D R Inc

Consumer Cyclical
630
+ 11.1%
$125.29 - $147.65 $78.9K - $93K
6.3K $801K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
867
+ 3.08%
$67.43 - $75.54 $58.5K - $65.5K
29K $1.98M
FTSD
Franklin ETF Tr Liberty Short

ETFs
69
+ 2.49%
$90.09 - $90.89 $6.22K - $6.27K
2.84K $258K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
3.67K
+ 22.07%
$7.39 - $9.09 $27.1K - $33.3K
20.3K $150K
TECK
Teck Resources LTD

Basic Materials
914
+ 14.56%
$36.43 - $43.86 $33.3K - $40.1K
7.19K $262K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
565
+ 3.1%
$7.6 - $7.96 $4.29K - $4.5K
18.8K $145K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
381
+ 1.25%
$18.12 - $19.21 $6.9K - $7.32K
30.8K $561K
ABSI
Absci Corp

Healthcare
2.8K
+ 19.96%
$2.51 - $5.82 $7.03K - $16.3K
16.8K $42K
BHK
Blackrock Core Bond Trust

Financial Services
121
+ 0.9%
$10.15 - $10.86 $1.23K - $1.31K
13.6K $147K
TFC
Truist Financial Corp

Financial Services
4.55K
+ 5.6%
$39.48 - $48.15 $180K - $219K
85.9K $3.53M
MPWR
Monolithic Power Systems Inc

Technology
25
+ 2.87%
$565.7 - $720.25 $14.1K - $18K
897 $520K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
115
+ 0.66%
$20.08 - $21.07 $2.31K - $2.42K
17.6K $359K
FLIN
Franklin Templeton ETF Tr

ETFs
449
+ 4.13%
$34.0 - $38.4 $15.3K - $17.2K
11.3K $416K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
258
+ 2.77%
$23.15 - $23.78 $5.97K - $6.14K
9.57K $222K
FRT
Federal Realty Investment Trust

Real Estate
607
+ 15.57%
$94.7 - $111.82 $57.5K - $67.9K
4.51K $440K
GAB
Gabelli Equity Trust Inc

Financial Services
87
+ 0.31%
$5.36 - $5.67 $466 - $493
27.8K $153K
EXR
Extra Space Storage Inc.

Real Estate
37
+ 1.72%
$143.8 - $161.28 $5.32K - $5.97K
2.18K $324K
CBSH
Commerce Bancshares Inc

Financial Services
71
+ 0.51%
$58.85 - $68.59 $4.18K - $4.87K
13.9K $867K
FDHY
Fidelity Covington Trust High

ETFs
73
+ 1.71%
$47.92 - $49.1 $3.5K - $3.58K
4.35K $209K
AWR
American States Water CO

Utilities
1
+ 0.03%
$70.84 - $80.98 $70.8 - $81
3.08K $241K
PHG
Koninklijke Philips Nv

Healthcare
63
+ 0.55%
$24.92 - $28.61 $1.57K - $1.8K
11.5K $293K
NDSN
Nordson Corp

Industrials
90
+ 4.1%
$200.12 - $224.07 $18K - $20.2K
2.28K $460K
WDC
Western Digital Corp

Technology
2.35K
+ 48.3%
$40.43 - $72.03 $94.9K - $169K
7.21K $291K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
567
+ 1.8%
$5.87 - $6.26 $3.33K - $3.55K
32.1K $189K
OGN
Organon & Co.

Healthcare
108
+ 0.53%
$14.29 - $16.41 $1.54K - $1.77K
20.5K $304K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
20
+ 0.14%
$10.81 - $11.29 $216 - $226
13.8K $150K
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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