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
GILD
Gilead Sciences, Inc.

Healthcare
228
+ 0.78%
$89.14 - $117.41 $20.3K - $26.8K
29.6K $3.32M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
30.6K
+ 4.9%
$53.6 - $58.97 $1.64M - $1.8M
655K $35.9M
ZS
Zscaler, Inc.

Technology
2.48K
+ 41.49%
$181.66 - $216.87 $451K - $538K
8.46K $1.68M
CTAS
Cintas Corp

Industrials
1.57K
+ 12.91%
$182.09 - $208.14 $285K - $326K
13.7K $2.82M
FVD
First Tr Value Line Divid Inde

ETFs
5.99K
+ 1.77%
$42.61 - $45.51 $255K - $273K
345K $15.4M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
13.9K
+ 58.44%
$42.38 - $43.28 $587K - $600K
37.6K $1.6M
TRV
Travelers Companies, Inc.

Financial Services
1.54K
+ 20.45%
$232.43 - $265.13 $357K - $408K
9.06K $2.4M
MAA
Mid America Apartment Communities Inc.

Real Estate
3.38K
+ 238.1%
$146.9 - $170.92 $497K - $578K
4.8K $804K
WEC
Wec Energy Group, Inc.

Utilities
737
+ 2.19%
$92.12 - $108.98 $67.9K - $80.3K
34.5K $3.76M
MU
Micron Technology Inc

Technology
4.26K
+ 5.94%
$86.89 - $109.38 $370K - $466K
76K $6.6M
IBHE
Ishares Ibonds 2025 Term High

ETFs
23.9K
+ 17.45%
$23.16 - $23.32 $553K - $557K
161K $3.74M
ABCB
Ameris Bancorp

Financial Services
10K
+ 266.96%
$55.56 - $68.47 $557K - $687K
13.8K $793K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
840
+ 7.64%
$208.48 - $244.03 $175K - $205K
11.8K $2.89M
ET
Energy Transfer LP

Energy
38.8K
+ 21.85%
$17.26 - $21.08 $670K - $818K
216K $4.02M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.97K
+ 2.66%
$48.31 - $49.23 $385K - $393K
308K $15.1M
GLDM
World Gold Trust

ETFs
2.02K
+ 4.83%
$52.19 - $61.89 $105K - $125K
43.8K $2.71M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.98K
+ 44.7%
$51.52 - $52.37 $514K - $523K
32.3K $1.69M
SCHO
Schwab Short Term Us Treasury

ETFs
20.3K
+ 13.0%
$24.1 - $24.34 $488K - $493K
176K $4.29M
YUM
Yum Brands Inc

Consumer Cyclical
2.5K
+ 41.1%
$123.25 - $162.53 $308K - $406K
8.57K $1.35M
SCHP
Schwab Strategic Us Tips ETF

ETFs
5K
+ 1.34%
$25.69 - $26.89 $128K - $134K
378K $10.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.27K
+ 22.64%
$63.07 - $73.5 $333K - $387K
28.6K $2M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
11K
+ 228.36%
$47.03 - $47.8 $516K - $525K
15.8K $743K
UBSI
United Bankshares Inc

Financial Services
15.8K
+ 141.53%
$34.03 - $39.27 $538K - $620K
27K $934K
VRSK
Verisk Analytics, Inc.

Industrials
1.51K
+ 56.4%
$268.63 - $301.33 $406K - $455K
4.19K $1.25M
DE
Deere & CO

Industrials
201
+ 2.24%
$408.57 - $509.27 $82.1K - $102K
9.18K $4.31M
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
XLF
Financial Sector Spdr

ETFs
5.36K
+ 3.76%
$47.32 - $52.19 $253K - $279K
148K $7.36M
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
SOFI
So Fi Technologies, Inc.

Financial Services
42.6K
+ 247.8%
$11.18 - $18.03 $476K - $768K
59.8K $694K
FDMO
Fidelity Covington Tr Momentum

ETFs
10.1K
+ 19.61%
$63.36 - $74.35 $643K - $754K
61.9K $4.02M
HDB
Hdfc Bank LTD

Financial Services
2.61K
+ 2.69%
$58.06 - $66.85 $152K - $175K
99.7K $6.62M
GTY
Getty Realty Corp

Real Estate
12.8K
+ 53.68%
$29.11 - $31.4 $372K - $402K
36.6K $1.14M
SLB
Schlumberger Limited

Energy
3.33K
+ 4.07%
$38.4 - $43.74 $128K - $146K
85.3K $3.56M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.31K
+ 84.53%
$132.75 - $177.12 $307K - $409K
5.05K $770K
JMEE
J P Morgan Exchange Traded Fd

ETFs
8.12K
+ 108.26%
$54.51 - $63.63 $443K - $517K
15.6K $874K
ONON
On Holding Ag

Consumer Cyclical
11.4K
+ 151.17%
$43.92 - $63.62 $499K - $723K
18.9K $829K
MINO
Pimco ETF Tr Municipal Income

ETFs
9.37K
+ 168.39%
$44.44 - $45.83 $417K - $430K
14.9K $668K
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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