Kestra Private Wealth Services, LLC Incresed Positions in Q4 2024

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
1.7K
+ 8.3%
$486.1 - $608.57 $825K - $1.03M
22.1K $12.7M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
37.7K
+ 125.32%
$65.67 - $69.79 $2.47M - $2.63M
67.8K $4.54M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
15.1K
+ 28.45%
$129.96 - $144.97 $1.97M - $2.19M
68.4K $9.53M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.5K
+ 17.61%
$172.07 - $207.36 $1.29M - $1.55M
50.1K $9.88M
AGOX
Starboard Invt Tr

ETFs
157K
+ 14.99%
$27.16 - $30.0 $4.26M - $4.71M
1.2M $32.7M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
31.9K
+ 11.08%
$42.05 - $48.31 $1.34M - $1.54M
319K $14.8M
WFC
Wells Fargo & Company

Financial Services
19.8K
+ 25.03%
$54.98 - $77.35 $1.09M - $1.53M
98.7K $6.93M
DIS
Walt Disney CO

Communication Services
11.4K
+ 16.39%
$92.39 - $117.6 $1.06M - $1.35M
81.3K $9.05M
CVX
Chevron Corp

Energy
18.3K
+ 12.54%
$141.15 - $162.53 $2.59M - $2.98M
164K $23.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
29.6K
+ 16.34%
$55.73 - $66.16 $1.65M - $1.96M
210K $12.7M
SPG
Simon Property Group Inc

Real Estate
12.8K
+ 406.95%
$167.23 - $183.84 $2.13M - $2.35M
15.9K $2.74M
IBM
International Business Machines Corp

Technology
10.3K
+ 15.53%
$204.9 - $238.04 $2.12M - $2.46M
77K $16.9M
COIN
Coinbase Global, Inc.

Technology
4.83K
+ 35.19%
$163.17 - $343.62 $788K - $1.66M
18.6K $4.61M
CSCO
Cisco Systems, Inc.

Technology
1.01K
+ 0.29%
$52.45 - $60.02 $53K - $60.6K
352K $20.8M
EMR
Emerson Electric CO

Industrials
6.63K
+ 7.28%
$108.13 - $134.33 $717K - $891K
97.8K $12.1M
FDMO
Fidelity Covington Tr Momentum

ETFs
29.2K
+ 129.8%
$65.49 - $73.33 $1.91M - $2.14M
51.7K $3.6M
SCHP
Schwab Strategic Us Tips ETF

ETFs
229K
+ 158.8%
$25.74 - $53.78 $5.89M - $12.3M
373K $9.62M
USFR
Wisdomtree Floating Rate Treas

ETFs
36.1K
+ 4.15%
$50.23 - $50.46 $1.81M - $1.82M
906K $45.6M
NOW
Service Now, Inc.

Technology
1.14K
+ 30.14%
$867.18 - $1148.42 $989K - $1.31M
4.93K $5.22M
HON
Honeywell International Inc

Industrials
5.22K
+ 15.36%
$202.84 - $236.0 $1.06M - $1.23M
39.2K $8.86M
INTU
Intuit Inc

Technology
2.86K
+ 62.8%
$602.01 - $706.25 $1.72M - $2.02M
7.41K $4.66M
SYY
Sysco Corp

Consumer Defensive
23.9K
+ 242.25%
$73.63 - $81.77 $1.76M - $1.95M
33.7K $2.58M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
8.5K
+ 17.72%
$47.29 - $84.74 $402K - $720K
56.5K $4.21M
VB
Vanguard Small Cap ETF

ETFs
6.51K
+ 15.03%
$233.76 - $261.58 $1.52M - $1.7M
49.8K $12M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
29K
+ 956.49%
$58.46 - $65.6 $1.7M - $1.9M
32.1K $1.88M
MSTR
Microstrategy Inc

Technology
3.59K
+ 69.75%
$162.69 - $473.83 $584K - $1.7M
8.74K $2.53M
MCD
Mcdonalds Corp

Consumer Cyclical
8.16K
+ 16.42%
$288.47 - $316.54 $2.35M - $2.58M
57.8K $16.8M
CGCP
Capital Group Core Plus Income

ETFs
76.8K
+ 59.22%
$22.13 - $23.17 $1.7M - $1.78M
207K $4.58M
BX
Blackstone Inc.

Financial Services
2.88K
+ 5.19%
$148.45 - $199.05 $428K - $574K
58.4K $10.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
40.2K
+ 13.16%
$51.09 - $55.27 $2.05M - $2.22M
345K $17.7M
NKE
Nike, Inc.

Consumer Cyclical
31.8K
+ 45.96%
$73.36 - $89.13 $2.33M - $2.83M
101K $7.63M
ETN
Eaton Corp PLC

Industrials
4.46K
+ 12.51%
$326.96 - $377.52 $1.46M - $1.68M
40.1K $13.3M
DBEM
Xtrackers Msci Emerging Market

ETFs
66.5K
+ 56.0%
$24.89 - $27.32 $1.66M - $1.82M
185K $4.61M
GPC
Genuine Parts CO

Consumer Cyclical
15.5K
+ 110.32%
$113.11 - $143.63 $1.75M - $2.22M
29.5K $3.44M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
17.1K
+ 7.98%
N/A
232K $19.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.83K
+ 1.41%
$116.4 - $138.52 $213K - $254K
132K $16.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.9K
+ 11.45%
$198.04 - $221.51 $970K - $1.08M
47.7K $10M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15.6K
+ 44.22%
$91.29 - $91.8 $1.43M - $1.44M
51K $4.66M
IJS
Ishares S&P Smallcap 600 Value

ETFs
12.1K
+ 14.77%
$104.59 - $118.05 $1.26M - $1.42M
93.7K $10.2M
RWL
Invesco Exchange Traded Fd Tr

ETFs
14.2K
+ 29.66%
$97.11 - $104.1 $1.38M - $1.48M
62.1K $6.08M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
9.61K
+ 5.24%
$58.39 - $67.04 $561K - $644K
193K $12.3M
FQAL
Fidelity Covington Tr Quality

ETFs
20.8K
+ 89.32%
$64.43 - $68.47 $1.34M - $1.42M
44K $2.88M
MRVL
Marvell Technology, Inc.

Technology
9.3K
+ 105.9%
$70.31 - $124.78 $654K - $1.16M
18.1K $2M
VTI
Vanguard Total Stock Market Et

ETFs
2.83K
+ 3.51%
$280.04 - $302.45 $793K - $857K
83.5K $24.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
40.4K
+ 6.79%
$96.64 - $101.23 $3.91M - $4.09M
635K $61.6M
IEMG
Ishares Inc

ETFs
24.1K
+ 7.55%
N/A
344K $18.4M
GE
General Electric CO

Industrials
10.6K
+ 48.68%
$159.95 - $194.23 $1.69M - $2.05M
32.3K $5.38M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
16.1K
+ 110.35%
$73.49 - $86.09 $1.19M - $1.39M
30.7K $2.37M
NOC
Northrop Grumman Corp

Industrials
3.4K
+ 62.2%
$466.52 - $543.88 $1.59M - $1.85M
8.88K $4.17M
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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