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
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.61K
+ 16.75%
$49.67 - $51.43 $229K - $237K
32.2K $1.64M
VIG
Vanguard Dividend Appreciation

ETFs
1.41K
+ 2.17%
N/A
66.3K $12.1M
IBMO
Ishares Tr Ibonds December 202

ETFs
9.87K
+ 21.99%
$25.45 - $25.6 $251K - $253K
54.8K $1.4M
FDLO
Fidelity Covington Tr Low Vola

ETFs
4.18K
+ 20.53%
$59.43 - $63.22 $248K - $264K
24.5K $1.49M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.83K
+ 17.38%
$50.44 - $50.7 $244K - $245K
32.6K $1.65M
SMR
Nuscale Power Corp

Industrials
22K
+ 139.83%
$14.16 - $29.08 $312K - $640K
37.8K $534K
CHKP
Check Point Software Technologies LTD

Technology
868
+ 67.13%
$179.88 - $231.31 $156K - $201K
2.16K $492K
VALE
Vale S.A.

Basic Materials
23.1K
+ 137.67%
$8.5 - $10.19 $196K - $236K
39.9K $398K
CME
Cme Group Inc.

Financial Services
350
+ 7.39%
$225.82 - $266.54 $79K - $93.3K
5.09K $1.35M
SNOW
Snowflake Inc.

Technology
1.97K
+ 38.77%
$146.16 - $192.78 $288K - $380K
7.05K $1.03M
FIW
First Trust Water ETF

ETFs
3.29K
+ 4.94%
$99.48 - $106.74 $328K - $351K
70K $7.05M
SLV
I Shares Silver Trust

ETFs
2.07K
+ 5.49%
$26.93 - $31.32 $55.9K - $65K
39.9K $1.24M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.64K
+ 5.94%
$63.77 - $71.36 $104K - $117K
29.2K $2.01M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
20.8K
+ 70.18%
$11.17 - $11.61 $232K - $241K
50.3K $565K
PHYS
Sprott Physical Gold Trust

Financial Services
1.35K
+ 2.65%
$20.25 - $24.06 $27.3K - $32.5K
52.3K $1.26M
RIO
Rio Tinto PLC

Basic Materials
3.4K
+ 16.62%
$58.19 - $64.29 $198K - $219K
23.9K $1.43M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.78K
+ 58.64%
$64.88 - $72.1 $245K - $273K
10.2K $672K
BIDU
Baidu, Inc.

Communication Services
2.01K
+ 39.59%
$77.43 - $102.51 $156K - $206K
7.1K $653K
SAMT
Advisors Inn.Circle Fd Iii Str
7.59K
+ 16.08%
$28.43 - $33.08 $216K - $251K
54.8K $1.6M
TTWO
Take Two Interactive Software Inc

Communication Services
925
+ 69.13%
$178.61 - $217.95 $165K - $202K
2.26K $469K
APD
Air Products & Chemicals, Inc.

Basic Materials
356
+ 1.48%
$283.24 - $338.07 $101K - $120K
24.4K $7.2M
FBCV
Fidelity Covington Tr Blue Chi

ETFs
6.29K
+ 14.49%
$31.01 - $32.71 $195K - $206K
49.7K $1.59M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.13K
+ 7.56%
$50.87 - $51.09 $210K - $211K
58.8K $3M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.03K
+ 20.85%
$26.63 - $26.75 $214K - $215K
46.5K $1.24M
SHW
Sherwin Williams CO

Basic Materials
348
+ 3.36%
$330.16 - $365.55 $115K - $127K
10.7K $3.74M
RBLX
Roblox Corp

Communication Services
3.69K
+ 73.66%
$53.77 - $75.47 $198K - $278K
8.69K $506K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.57K
+ 17.54%
$106.22 - $111.09 $167K - $174K
10.5K $1.17M
HALO
Halozyme Therapeutics, Inc.

Healthcare
1K
+ 10.78%
$47.74 - $65.16 $47.9K - $65.4K
10.3K $658K
EQIX
Equinix Inc

Real Estate
377
+ 50.47%
$803.0 - $959.97 $303K - $362K
1.12K $916K
IXUS
Ishares Tr

ETFs
1.04K
+ 2.83%
$65.06 - $72.31 $67.9K - $75.5K
38K $2.65M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
2.96K
+ 6.04%
$46.46 - $48.13 $138K - $143K
52K $2.5M
DG
Dollar General Corp

Consumer Defensive
1.63K
+ 30.63%
$68.44 - $87.93 $112K - $144K
6.97K $612K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
852
+ 3.18%
$408.78 - $448.82 $348K - $382K
27.6K $11.6M
VTWO
Vanguard Russell 2000 ETF

ETFs
4.11K
+ 28.66%
$80.08 - $92.93 $329K - $382K
18.5K $1.49M
DVN
Devon Energy Corp

Energy
2.14K
+ 8.04%
$33.15 - $38.55 $70.9K - $82.4K
28.7K $1.07M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2K
+ 15.08%
$99.16 - $99.52 $199K - $199K
15.3K $1.52M
HCA
Hca Healthcare, Inc.

Healthcare
288
+ 12.59%
$296.7 - $345.55 $85.4K - $99.5K
2.58K $890K
VBK
Vanguard Small Cap Growth ETF

ETFs
2.01K
+ 18.65%
$247.97 - $296.33 $499K - $597K
12.8K $3.22M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
3.51K
+ 4.78%
$23.43 - $25.55 $82.3K - $89.8K
77.1K $1.97M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
6.45K
+ 5.88%
$51.3 - $56.76 $331K - $366K
116K $6.15M
SHOP
Shopify Inc.

Technology
7.14K
+ 16.02%
$90.59 - $129.31 $646K - $923K
51.7K $4.94M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.61K
+ 83.84%
$98.98 - $113.18 $160K - $183K
3.54K $400K
ACM
Aecom

Industrials
2.69K
+ 70.95%
$92.54 - $111.05 $249K - $299K
6.48K $601K
ABC
Amerisourcebergen Corp

Healthcare
1.06K
+ 10.92%
N/A
10.8K $1.99M
NDAQ
Nasdaq, Inc.

Financial Services
2.67K
+ 57.36%
$72.17 - $83.76 $193K - $224K
7.33K $556K
HYG
Ishares Tr

ETFs
2.3K
+ 4.2%
$78.51 - $80.11 $180K - $184K
56.9K $4.49M
BRO
Brown & Brown, Inc.

Financial Services
389
+ 6.0%
$100.54 - $124.4 $39.1K - $48.4K
6.87K $854K
DTM
Dt Midstream, Inc.

Energy
2.05K
+ 84.99%
$86.95 - $113.75 $178K - $233K
4.46K $430K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
9.8K
+ 55.44%
$20.2 - $20.86 $198K - $204K
27.5K $554K
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
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