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
JGRO
J P Morgan Exchange Traded Fd
2.91K
+ 8.36%
N/A
37.7K $0
J P Morgan Exchange Traded F
39.2K
+ 26.93%
N/A
185K $0
J P Morgan Exchange Traded F
17.2K
+ 12.2%
N/A
159K $0
Jacobs Solutions Inc
108
+ 2.63%
N/A
4.22K $0
SPDV
ETF Ser Solutions Aam S&P 500
4.67K
+ 34.76%
N/A
18.1K $0
Kenvue Inc
1.56K
+ 3.29%
N/A
48.9K $0
Kodiak Gas Svcs Inc
780
+ 4.19%
N/A
19.4K $0
Labcorp Holdings Inc
401
+ 13.12%
N/A
3.46K $0
Abacus Global Mgmt Inc
1.1K
+ 7.07%
N/A
16.7K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
6.11K
+ 22.19%
N/A
33.7K $0
First Tr Exchng Traded Fd Vi
1.33K
+ 22.64%
N/A
7.21K $0
First Tr Exchng Traded Fd Vi
2.94K
+ 22.22%
N/A
16.2K $0
CGMS
Capital Grp Core Plus Income E
4.62K
+ 27.17%
N/A
21.6K $0
Fidelity Greenwood Street Tr
279
+ 1.16%
N/A
24.3K $0
Capital Group Core Balanced
13.5K
+ 7.08%
N/A
203K $0
VUSB
Vanguard Bd Index Fds
275
+ 1.66%
N/A
16.8K $0
First Tr Exchng Traded Fd Vi
500
+ 3.35%
N/A
15.4K $0
Pacer Fds Tr
96.4K
+ 1204.06%
N/A
104K $0
CGMU
Capital Group Core Plus Income
6.53K
+ 32.38%
N/A
26.7K $0
CGSD
Capital Grp Core Plus Income E
83.3K
+ 37.61%
N/A
305K $0
Canadian Pacific Kansas City
1.22K
+ 6.26%
N/A
20.7K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
1.39K
+ 3.18%
N/A
45K $0
Pgim ETF Tr
50.3K
+ 23.69%
N/A
263K $0
UYLD
Angel Oak Fds Tr Ultrashort In
7K
+ 4.39%
N/A
166K $0
FJAN
First Exc Trd Viii Cboe Vest U
3.3K
+ 24.57%
N/A
16.7K $0
SHYD
Vaneck Short High Yield Muni E

ETFs
14
+ 0.12%
$22.46 - $22.9 $314 - $321
11.3K $254K
RL
Ralph Lauren Corp

Consumer Cyclical
42
+ 4.19%
$215.68 - $286.74 $9.06K - $12K
1.05K $230K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
22
+ 0.17%
$11.13 - $11.61 $245 - $255
12.7K $141K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
15
+ 0.05%
$48.29 - $51.95 $724 - $779
29.1K $1.44M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
1.27K
+ 8.94%
$17.74 - $21.48 $22.5K - $27.2K
15.4K $274K
FTSL
First Trust Senior Ln Fund

ETFs
86
+ 0.92%
$45.65 - $46.48 $3.93K - $4K
9.46K $431K
NRDY
Nerdy Inc.

Technology
600
+ 3.85%
$1.42 - $1.97 $852 - $1.18K
16.2K $23K
AVB
Avalonbay Communities Inc

Real Estate
28
+ 1.68%
$207.86 - $228.08 $5.82K - $6.39K
1.69K $362K
STT
State Street Corp

Financial Services
414
+ 8.8%
$84.47 - $102.23 $35K - $42.3K
5.12K $458K
YLD
Principal Exchange Traded Fds

ETFs
119
+ 0.31%
$19.03 - $19.51 $2.26K - $2.32K
38.2K $727K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
1.41K
+ 6.28%
$19.17 - $21.07 $27K - $29.7K
23.9K $461K
FCX
Freeport Mcmoran Inc

Basic Materials
275
+ 0.45%
$34.5 - $43.01 $9.49K - $11.8K
62K $2.35M
HD
Home Depot, Inc.

Consumer Cyclical
5.83K
+ 6.12%
$347.25 - $424.87 $2.02M - $2.48M
101K $37M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2
+ 0.06%
$75.99 - $81.58 $152 - $163
3.52K $269K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
284
+ 1.98%
$22.77 - $24.73 $6.47K - $7.02K
14.6K $339K
VCV
Invesco California Value Municipal Income Trust

Financial Services
242
+ 1.13%
$10.54 - $11.28 $2.55K - $2.73K
21.7K $230K
PR
Permian Resources Corporation

Energy
43
+ 0.34%
$12.33 - $16.0 $530 - $688
12.6K $174K
BALL
Ball Corp

Consumer Cyclical
123
+ 2.79%
$49.04 - $56.53 $6.03K - $6.95K
4.54K $236K
IBB
Ishares Biotechnology ETF

ETFs
169
+ 2.66%
$127.9 - $140.56 $21.6K - $23.8K
6.53K $835K
SF
Stifel Financial Corp

Financial Services
215
+ 9.39%
$91.62 - $117.6 $19.7K - $25.3K
2.5K $236K
PCG
Pg&E Corp

Utilities
2.75K
+ 15.44%
$15.16 - $20.4 $41.6K - $56K
20.5K $352K
QLYS
Qualys, Inc.

Technology
428
+ 10.06%
$121.57 - $147.7 $52K - $63.2K
4.68K $589K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
6
+ 0.06%
$22.2 - $23.74 $133 - $142
9.6K $217K
APH
Amphenol Corp

Technology
1.59K
+ 5.48%
$61.62 - $78.55 $98.2K - $125K
30.7K $2.01M
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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