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
AOA
Ishares Tr Core Aggressive All

ETFs
7.1K
+ 11.21%
$76.61 - $79.88 $544K - $567K
70.4K $5.4M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
19.1K
+ 4.98%
$20.6 - $20.71 $394K - $396K
403K $8.32M
HAS
Hasbro, Inc.

Consumer Cyclical
10.4K
+ 90.49%
$55.71 - $72.94 $581K - $760K
21.9K $1.23M
FLR
Fluor Corp

Industrials
7.74K
+ 140.6%
$46.92 - $58.93 $363K - $456K
13.3K $653K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
490
+ 9.51%
$173.13 - $258.09 $84.8K - $126K
5.64K $1.3M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
8.9K
+ 164.81%
$42.25 - $43.54 $376K - $388K
14.3K $613K
CI
Cigna Corp

Healthcare
1.96K
+ 81.76%
$265.59 - $358.58 $519K - $701K
4.35K $1.2M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
3.17K
+ 6.57%
$123.69 - $133.68 $392K - $424K
51.4K $6.42M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
4.1K
+ 16.89%
$109.14 - $121.63 $448K - $499K
28.4K $3.12M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.39K
+ 49.49%
$51.54 - $52.55 $381K - $389K
22.3K $1.15M
TRFM
ETF Ser Solutions Aam Transfor
7.88K
+ 37.21%
$34.49 - $40.64 $272K - $320K
29K $1.1M
DXCM
Dexcom Inc

Healthcare
3.57K
+ 47.83%
$65.68 - $81.01 $235K - $290K
11K $859K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
215
+ 7.13%
$1146.59 - $1270.6 $247K - $273K
3.23K $3.83M
LMB
Limbach Holdings, Inc.

Industrials
3.08K
+ 36.23%
$73.58 - $104.25 $226K - $321K
11.6K $998K
GILD
Gilead Sciences, Inc.

Healthcare
1.25K
+ 4.43%
$83.95 - $97.9 $105K - $122K
29.4K $2.71M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
20.5K
+ 5.17%
$19.38 - $19.58 $397K - $401K
417K $8.1M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
8.96K
+ 8.9%
$54.15 - $58.81 $485K - $527K
110K $5.95M
VEEV
Veeva Systems Inc

Healthcare
1.63K
+ 66.02%
$201.81 - $250.45 $330K - $409K
4.11K $863K
VIG
Vanguard Dividend Appreciation

ETFs
1.84K
+ 2.92%
N/A
64.9K $11.8M
AFL
Aflac Inc

Financial Services
7.34K
+ 14.06%
$100.37 - $115.27 $737K - $846K
59.6K $6.16M
LHX
L3 Harris Technologies, Inc.

Industrials
5.41K
+ 18.32%
$208.94 - $264.22 $1.13M - $1.43M
35K $7.35M
CME
Cme Group Inc.

Financial Services
1.2K
+ 33.96%
$221.17 - $246.02 $266K - $295K
4.74K $1.1M
WBD
Warner Bros. Discovery, Inc.

Communication Services
24.7K
+ 101.48%
$7.33 - $12.37 $181K - $305K
49K $520K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
24K
+ 12.39%
$44.04 - $49.49 $1.05M - $1.19M
217K $9.57M
XLC
Select Sector Spdr Tr Communic

ETFs
1.79K
+ 8.07%
$89.66 - $102.16 $161K - $183K
24K $2.32M
SWK
Stanley Black & Decker, Inc.

Industrials
5.13K
+ 154.33%
$79.07 - $109.36 $406K - $561K
8.46K $679K
VICI
Vici Properties Inc.

Real Estate
13.5K
+ 67.78%
$28.27 - $33.19 $381K - $448K
33.4K $975K
VV
Vanguard Large Cap ETF

ETFs
460
+ 1.58%
$260.27 - $280.65 $120K - $129K
29.5K $7.97M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
11.7K
+ 43.66%
$26.55 - $26.67 $311K - $312K
38.5K $1.02M
TSN
Tyson Foods, Inc.

Consumer Defensive
5.58K
+ 84.09%
$57.14 - $64.54 $319K - $360K
12.2K $701K
ZBRA
Zebra Technologies Corp

Technology
738
+ 91.56%
$360.09 - $411.94 $266K - $304K
1.54K $596K
TXN
Texas Instruments Inc

Technology
1.53K
+ 2.73%
N/A
57.5K $11.2M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.74K
+ 43.39%
$69.93 - $77.36 $261K - $289K
12.4K $936K
BKR
Baker Hughes CO

Energy
4.87K
+ 24.86%
$35.98 - $44.88 $175K - $219K
24.5K $1M
EAT
Brinker International, Inc

Consumer Cyclical
730
+ 20.75%
$78.76 - $137.19 $57.5K - $100K
4.25K $561K
CGUS
Capital Group Core Equity ETF
7.98K
+ 42.62%
$33.96 - $36.24 $271K - $289K
26.7K $933K
OXY
Occidental Petroleum Corp

Energy
6.21K
+ 62.32%
$45.36 - $55.91 $282K - $347K
16.2K $799K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
12.2K
+ 3.96%
$80.93 - $85.66 $986K - $1.04M
320K $25.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
545
+ 5.32%
$264.18 - $304.19 $144K - $166K
10.8K $3.02M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
4.13K
+ 99.23%
$66.67 - $74.08 $275K - $306K
8.29K $563K
VO
Vanguard Mid Cap ETF

ETFs
1.02K
+ 3.02%
$261.5 - $284.63 $267K - $290K
34.8K $9.2M
SHW
Sherwin Williams CO

Basic Materials
1.86K
+ 21.95%
$338.75 - $399.71 $631K - $745K
10.4K $3.52M
CCL
Carnival Corp

Consumer Cyclical
5.84K
+ 28.21%
$17.34 - $26.8 $101K - $156K
26.5K $661K
APH
Amphenol Corp

Technology
2.33K
+ 8.71%
$62.07 - $75.35 $145K - $176K
29.1K $2.02M
TTD
Trade Desk, Inc.

Technology
1.61K
+ 15.15%
$108.7 - $139.51 $175K - $225K
12.3K $1.44M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.75K
+ 39.81%
$42.33 - $43.3 $286K - $292K
23.7K $1.01M
VT
Vanguard Total World Stk Index

ETFs
2.38K
+ 66.02%
$117.09 - $123.07 $278K - $293K
5.98K $702K
GRMN
Garmin LTD

Technology
291
+ 4.2%
$161.91 - $220.77 $47.1K - $64.2K
7.21K $1.49M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
6.9K
+ 35.85%
$46.46 - $51.66 $320K - $356K
26.1K $1.26M
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
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email