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
BMY
Bristol Myers Squibb CO

Healthcare
3.09K
+ 1.85%
$53.9 - $63.11 $167K - $195K
170K $10.4M
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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.77K
+ 15.16%
$81.83 - $82.73 $800K - $809K
74.2K $6.14M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
14.2K
+ 13.04%
$59.78 - $60.03 $848K - $852K
123K $7.36M
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
AZN
Astrazeneca PLC

Healthcare
9.6K
+ 62.12%
$65.37 - $77.96 $627K - $748K
25K $1.84M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
40.6K
+ 358.41%
$20.05 - $20.4 $814K - $828K
51.9K $1.06M
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
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
ASML
Asml Holding Nv

Technology
1.53K
+ 16.15%
$662.63 - $776.99 $1.02M - $1.19M
11K $7.3M
AWK
American Water Works Company, Inc.

Utilities
2.72K
+ 19.41%
$121.01 - $149.31 $329K - $406K
16.7K $2.47M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
5.69K
+ 206.05%
$88.0 - $115.5 $501K - $657K
8.45K $964K
HDV
Ishares Core High Dividend ETF

ETFs
5.59K
+ 121.06%
$110.86 - $121.12 $620K - $677K
10.2K $1.24M
CNQ
Canadian Natural Resources LTD

Energy
23.6K
+ 11.26%
$26.72 - $32.74 $630K - $772K
233K $7.18M
SBUX
Starbucks Corp

Consumer Cyclical
965
+ 1.13%
$91.75 - $115.81 $88.5K - $112K
86.6K $8.49M
DOCU
Docusign, Inc.

Technology
8.85K
+ 242.05%
$74.7 - $97.7 $661K - $864K
12.5K $1.02M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
36.6K
+ 358.11%
$18.18 - $18.58 $666K - $680K
46.8K $867K
ELV
Elevance Health, Inc.

Healthcare
637
+ 10.56%
$365.9 - $436.25 $233K - $278K
6.67K $2.9M
EPD
Enterprise Products Partners L.P.

Energy
13.1K
+ 16.17%
$31.75 - $34.14 $415K - $446K
93.9K $3.2M
HEFA
Ishares Currency Hedged Msci E

ETFs
17.6K
+ 110.21%
$34.83 - $37.52 $612K - $660K
33.5K $1.22M
D
Dominion Energy, Inc

Utilities
10K
+ 22.81%
$52.85 - $57.43 $529K - $575K
53.9K $3.02M
VLO
Valero Energy Corp

Energy
3.5K
+ 18.54%
$121.76 - $142.99 $427K - $501K
22.4K $2.96M
DFIV
Dimensional ETF Tr

ETFs
8.31K
+ 10.39%
$35.33 - $40.77 $294K - $339K
88.3K $3.48M
FDL
First Tr Morningstar Dividend

ETFs
6.73K
+ 6.31%
$39.69 - $43.83 $267K - $295K
113K $4.93M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
25.5K
+ 5.93%
$13.05 - $13.97 $332K - $356K
455K $6.2M
IEF
Ishares Barclays

ETFs
5.22K
+ 12.83%
$91.17 - $95.39 $476K - $498K
45.9K $4.38M
AOA
Ishares Tr Core Aggressive All

ETFs
8.05K
+ 11.43%
$75.7 - $80.01 $609K - $644K
78.5K $6M
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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