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
PFF
Ishares Trust Ishares Pfd And

ETFs
16.2K
+ 12.67%
$30.73 - $32.26 $498K - $523K
144K $4.42M
BAX
Baxter International Inc

Healthcare
7.22K
+ 23.0%
$29.26 - $36.57 $211K - $264K
38.6K $1.32M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.7K
+ 29.94%
$74.75 - $89.13 $276K - $330K
16.1K $1.34M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.33K
+ 32.69%
$48.65 - $53.06 $308K - $336K
25.7K $1.33M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
30.1K
+ 29.08%
$11.96 - $13.56 $360K - $408K
134K $1.72M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
20.3K
+ 9.64%
$89.18 - $104.04 $1.81M - $2.12M
231K $21.2M
VNLA
Janus Henderson Short Duration

ETFs
7.87K
+ 37.07%
$48.89 - $49.21 $385K - $387K
29.1K $1.43M
SYK
Stryker Corp

Healthcare
412
+ 2.16%
$355.18 - $399.9 $146K - $165K
19.5K $7.25M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
8.16K
+ 39.25%
$47.47 - $48.84 $387K - $399K
29K $1.38M
ECL
Ecolab Inc.

Basic Materials
848
+ 10.43%
$229.72 - $269.82 $195K - $229K
8.98K $2.28M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
6.75K
+ 7.37%
$51.94 - $55.24 $351K - $373K
98.3K $5.23M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
8K
+ 6.32%
$39.61 - $42.65 $317K - $341K
135K $5.49M
STAG
Stag Industrial, Inc.

Real Estate
9.41K
+ 136.26%
$32.39 - $37.07 $305K - $349K
16.3K $589K
MPLX
Mplx LP

Energy
4.69K
+ 26.78%
$47.88 - $54.65 $225K - $256K
22.2K $1.19M
HSY
Hershey CO

Consumer Defensive
1.94K
+ 20.13%
$144.74 - $186.36 $281K - $362K
11.6K $1.98M
QCOM
Qualcomm Inc

Technology
2.26K
+ 1.6%
$151.94 - $175.86 $344K - $398K
144K $22.1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.86K
+ 8.65%
$65.27 - $71.18 $383K - $417K
73.6K $4.88M
XLI
Industrial Sector Spdr

ETFs
2.67K
+ 21.97%
$128.78 - $141.67 $344K - $378K
14.8K $1.94M
BROS
Dutch Bros Inc.

Consumer Cyclical
991
+ 3.46%
$55.77 - $85.37 $55.3K - $84.6K
29.6K $1.83M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.26K
+ 40.03%
$180.02 - $208.56 $226K - $262K
4.39K $912K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
1.02K
+ 0.9%
$17.15 - $21.07 $17.5K - $21.5K
115K $2.29M
ITA
Ishares Tr

ETFs
1.09K
+ 5.83%
$144.84 - $159.5 $157K - $173K
19.7K $3.02M
KR
Kroger CO

Consumer Defensive
3.01K
+ 18.56%
$58.36 - $67.72 $176K - $204K
19.2K $1.3M
UITB
Usaa ETF Tr Core Intermediate

ETFs
5.89K
+ 18.49%
$45.41 - $47.18 $268K - $278K
37.8K $1.77M
DUOL
Duolingo, Inc.

Technology
1.09K
+ 47.56%
$272.49 - $441.39 $297K - $482K
3.39K $1.05M
PPC
Pilgrims Pride Corp

Consumer Defensive
3.38K
+ 25.75%
$44.52 - $55.93 $151K - $189K
16.5K $900K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.24K
+ 5.38%
$169.43 - $182.84 $379K - $409K
43.8K $7.58M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.4K
+ 20.52%
$80.21 - $86.14 $272K - $293K
19.9K $1.65M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
8.29K
+ 52.16%
$24.39 - $35.22 $202K - $292K
24.2K $718K
EOG
Eog Resources Inc

Energy
1.82K
+ 15.89%
$120.54 - $138.05 $219K - $251K
13.2K $1.7M
MKC
Mccormick & CO Inc

Consumer Defensive
2.53K
+ 17.83%
$71.24 - $84.73 $181K - $215K
16.7K $1.38M
PVAL
Putnam ETF Tr Putnam Focused L
6.05K
+ 10.11%
$36.8 - $39.59 $223K - $239K
65.9K $2.51M
CEG
Constellation Energy Corp

Utilities
1.9K
+ 45.83%
$201.63 - $347.44 $384K - $661K
6.05K $1.22M
HLI
Houlihan Lokey, Inc.

Financial Services
2.1K
+ 47.33%
$154.43 - $187.4 $324K - $393K
6.53K $1.05M
FTHI
First Trust Exchange Traded Fd

ETFs
14.8K
+ 48.04%
$21.62 - $23.74 $320K - $351K
45.6K $996K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.5K
+ 2.28%
$50.39 - $50.66 $227K - $228K
201K $10.2M
SJM
J M Smucker CO

Consumer Defensive
532
+ 2.07%
$100.41 - $118.41 $53.4K - $63K
26.2K $3.11M
VBR
Vanguard Small Cap Value ETF

ETFs
4.25K
+ 9.79%
$183.02 - $207.75 $778K - $884K
47.7K $8.89M
FLMI
Franklin Dynamic Municipal Bon

ETFs
11.2K
+ 3.93%
$24.22 - $24.86 $271K - $278K
296K $7.24M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.34K
+ 5.35%
$128.74 - $138.67 $173K - $186K
26.4K $3.59M
ED
Consolidated Edison Inc

Utilities
457
+ 4.4%
$88.0 - $110.59 $40.2K - $50.5K
10.9K $1.2M
FMB
First Tr Exchange Traded Fd Ii

ETFs
5.59K
+ 38.7%
$50.17 - $51.45 $281K - $288K
20K $1.01M
GBIL
Goldman Sachs Access Treasury

ETFs
2.65K
+ 10.37%
$99.85 - $100.19 $265K - $265K
28.2K $2.82M
QDPL
Pacer Fds Tr Metaurus Us Large
8.16K
+ 56.79%
$36.5 - $40.04 $298K - $327K
22.5K $822K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
6.44K
+ 19.73%
$50.25 - $55.9 $324K - $360K
39.1K $2.01M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.45K
+ 3.29%
$97.38 - $104.52 $141K - $152K
45.6K $4.66M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.58K
+ 16.77%
$100.32 - $100.76 $259K - $260K
18K $1.81M
AEE
Ameren Corp

Utilities
2.28K
+ 72.42%
$86.87 - $103.67 $198K - $236K
5.43K $544K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.7K
+ 99.55%
$42.18 - $45.16 $241K - $258K
11.4K $506K
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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