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
DLR
Digital Realty Trust, Inc.

Real Estate
2.75K
+ 23.48%
$156.46 - $195.69 $431K - $539K
14.5K $2.57M
BSX
Boston Scientific Corp

Healthcare
5.77K
+ 21.06%
$83.62 - $91.5 $482K - $528K
33.2K $2.96M
TRV
Travelers Companies, Inc.

Financial Services
2.63K
+ 53.86%
$225.97 - $266.66 $595K - $702K
7.52K $1.81M
IWM
Ishares Russell 2000 ETF

ETFs
2.96K
+ 5.17%
$216.13 - $242.4 $640K - $718K
60.3K $13.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.54K
+ 73.99%
$100.22 - $100.73 $656K - $659K
15.4K $1.54M
ENB
Enbridge Inc

Energy
13.7K
+ 33.81%
$40.4 - $43.92 $553K - $601K
54.1K $2.3M
JCI
Johnson Controls International PLC

Industrials
7.14K
+ 10.79%
$74.23 - $86.6 $530K - $619K
73.4K $5.79M
BROS
Dutch Bros Inc.

Consumer Cyclical
1.7K
+ 6.3%
$30.72 - $55.82 $52.1K - $94.7K
28.6K $1.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
25.8K
+ 25.34%
$31.23 - $33.51 $807K - $866K
128K $4.02M
MTD
Mettler Toledo International Inc

Healthcare
556
+ 251.58%
$1160.67 - $1498.12 $645K - $833K
777 $950K
FLMI
Franklin Dynamic Municipal Bon

ETFs
30.7K
+ 12.09%
$24.42 - $25.06 $750K - $770K
285K $6.96M
FSMD
Fidelity Covington Tr Small Mi

ETFs
14.7K
+ 101.85%
$40.75 - $44.85 $600K - $660K
29.2K $1.2M
FDLO
Fidelity Covington Tr Low Vola

ETFs
10.1K
+ 97.79%
$60.24 - $63.08 $607K - $635K
20.4K $1.23M
IAK
Ishares Tr

ETFs
4.82K
+ 121.63%
$123.78 - $138.16 $596K - $666K
8.78K $1.11M
SPGI
S&P Global Inc.

Financial Services
1.95K
+ 9.6%
$480.36 - $529.17 $935K - $1.03M
22.2K $11.1M
IBHE
Ishares Ibonds 2025 Term High

ETFs
25.6K
+ 22.95%
$23.08 - $23.28 $590K - $595K
137K $3.18M
VXF
Vanguard Extended Market ETF

ETFs
2.58K
+ 26.44%
$179.17 - $207.15 $462K - $534K
12.3K $2.34M
GWW
W.W. Grainger, Inc.

Industrials
473
+ 11.12%
$1023.06 - $1220.93 $484K - $577K
4.73K $4.98M
TDVG
T Rowe Price Exchange Traded F

Technology
17.2K
+ 18.14%
$39.51 - $41.92 $681K - $722K
112K $4.44M
CMI
Cummins Inc

Industrials
1.25K
+ 28.14%
$324.93 - $383.42 $407K - $481K
5.71K $1.99M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.5K
+ 10.46%
$49.79 - $51.14 $670K - $688K
142K $7.13M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8.09K
+ 22.44%
$99.2 - $108.47 $803K - $878K
44.2K $4.4M
IYW
Ishares Dj Us Tech ETF

ETFs
2.62K
+ 17.22%
$148.14 - $166.23 $388K - $436K
17.8K $2.84M
TMUS
T Mobile Us, Inc.

Communication Services
1.28K
+ 7.62%
$206.1 - $246.94 $264K - $316K
18.1K $3.99M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.59K
+ 34.8%
$152.04 - $211.12 $241K - $335K
6.15K $1.25M
IGV
Ishares Expanded Tech Software

ETFs
3.63K
+ 25.16%
$87.5 - $110.17 $317K - $399K
18K $1.81M
AMAX
Starboard Invt Tr Rh Hedged Mu
97.9K
+ 12.01%
$7.78 - $8.11 $761K - $794K
913K $7.1M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
21.1K
+ 201.66%
$16.43 - $22.77 $346K - $480K
31.5K $694K
GTY
Getty Realty Corp

Real Estate
17.2K
+ 257.36%
$29.81 - $33.31 $512K - $572K
23.8K $718K
MCK
Mckesson Corp

Healthcare
319
+ 7.49%
$482.27 - $628.5 $154K - $200K
4.58K $2.61M
LDOS
Leidos Holdings, Inc.

Technology
3.8K
+ 129.8%
$143.17 - $201.39 $544K - $766K
6.73K $969K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.9K
+ 105.89%
$34.13 - $37.35 $543K - $594K
30.9K $1.06M
CAH
Cardinal Health Inc

Healthcare
3.18K
+ 23.68%
$107.89 - $125.33 $343K - $398K
16.6K $1.96M
IBMO
Ishares Tr Ibonds December 202

ETFs
17.7K
+ 65.09%
$25.4 - $25.62 $450K - $453K
44.9K $1.14M
GLW
Corning Inc

Technology
6.71K
+ 12.7%
$44.11 - $49.76 $296K - $334K
59.5K $2.83M
SHEL
Shell PLC

Energy
8.54K
+ 30.09%
$60.63 - $70.23 $518K - $600K
36.9K $2.32M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
14.9K
+ 105.06%
$17.13 - $34.23 $255K - $510K
29.1K $703K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
30.3K
+ 4.77%
$24.55 - $25.16 $744K - $762K
665K $16.4M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
3.29K
+ 45.92%
$125.5 - $148.67 $413K - $489K
10.5K $1.38M
SQ
Block, Inc.

Technology
625
+ 2.9%
$65.06 - $98.92 $40.7K - $61.8K
22.2K $1.88M
BTI
British American Tobacco P.L.C.

Consumer Defensive
12.1K
+ 91.97%
$34.25 - $37.94 $413K - $458K
25.2K $914K
FLRN
Spdr Bloomberg Investment Grad

ETFs
14.3K
+ 23.76%
$30.67 - $30.84 $439K - $442K
74.6K $2.29M
RGA
Reinsurance Group Of America Inc

Financial Services
2.05K
+ 127.45%
$201.26 - $231.95 $413K - $476K
3.66K $782K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
45.4K
+ 11.8%
$12.74 - $14.23 $578K - $645K
430K $5.58M
SYK
Stryker Corp

Healthcare
1.21K
+ 6.75%
$345.14 - $392.15 $416K - $473K
19.1K $6.86M
ES
Eversource Energy

Utilities
14.3K
+ 36.54%
$55.9 - $67.73 $800K - $969K
53.5K $3.07M
CBRE
Cbre Group, Inc.

Real Estate
2.96K
+ 119.85%
$119.22 - $140.71 $353K - $416K
5.43K $712K
SNOW
Snowflake Inc.

Technology
1.77K
+ 53.44%
$109.65 - $186.51 $194K - $330K
5.08K $784K
EA
Electronic Arts Inc.

Communication Services
2.66K
+ 84.64%
$140.69 - $167.97 $374K - $447K
5.81K $849K
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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