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
QGRO
American Centy ETF Tr Stoxx Us

ETFs
3.96K
+ 13.19%
$91.68 - $109.93 $363K - $436K
34K $3.19M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
7.95K
+ 12.61%
$23.29 - $23.38 $185K - $186K
71K $1.66M
OHI
Omega Healthcare Investors Inc

Real Estate
4.87K
+ 42.57%
$35.7 - $38.33 $174K - $187K
16.3K $620K
MNST
Monster Beverage Corp

Consumer Defensive
1.57K
+ 10.05%
$46.16 - $58.58 $72.3K - $91.8K
17.2K $1M
WDAY
Workday, Inc.

Technology
941
+ 66.78%
$233.53 - $277.82 $220K - $261K
2.35K $548K
SYF
Synchrony Financial

Financial Services
5.37K
+ 64.51%
$51.9 - $70.63 $279K - $379K
13.7K $725K
LQD
Ishares Iboxx $ Investment Gra

ETFs
524
+ 0.77%
$105.1 - $109.61 $55.1K - $57.4K
68.7K $7.47M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.68K
+ 15.51%
$39.18 - $43.52 $144K - $160K
27.4K $1.15M
VTR
Ventas, Inc.

Real Estate
846
+ 6.74%
$56.9 - $70.47 $48.1K - $59.6K
13.4K $920K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
7.74K
+ 61.66%
$23.33 - $23.71 $181K - $184K
20.3K $474K
DKNG
Draft Kings Inc.

Consumer Cyclical
7.36K
+ 44.85%
$33.21 - $53.49 $244K - $394K
23.8K $789K
SAP
Sap Se

Technology
570
+ 55.94%
$241.4 - $293.69 $138K - $167K
1.59K $426K
IAK
Ishares Tr

ETFs
556
+ 6.33%
$121.85 - $137.9 $67.7K - $76.7K
9.34K $1.29M
TAP
Molson Coors Beverage CO

Consumer Defensive
850
+ 2.48%
$52.44 - $62.91 $44.6K - $53.5K
35.1K $2.14M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
12.1K
+ 24.59%
$14.31 - $14.8 $173K - $179K
61.4K $886K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.47K
+ 29.24%
$97.25 - $104.79 $143K - $154K
6.51K $674K
EXC
Exelon Corp

Utilities
1.19K
+ 8.6%
$37.3 - $46.08 $44.3K - $54.8K
15K $691K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
927
+ 1.52%
$76.77 - $82.22 $71.2K - $76.2K
61.9K $4.92M
CW
Curtiss Wright Corp

Industrials
624
+ 75.45%
$304.82 - $384.07 $190K - $240K
1.45K $460K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
7.27K
+ 23.07%
$18.9 - $20.05 $137K - $146K
38.8K $760K
AME
Ametek Inc

Industrials
1.03K
+ 60.76%
$170.39 - $190.43 $176K - $197K
2.73K $470K
FTLS
First Tr Long/Short Equity ETF

ETFs
3.19K
+ 13.22%
$63.42 - $68.17 $202K - $218K
27.3K $1.75M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.08K
+ 0.86%
$90.0 - $96.32 $278K - $297K
362K $33.4M
LHX
L3 Harris Technologies, Inc.

Industrials
927
+ 2.65%
$194.65 - $222.86 $180K - $207K
35.9K $7.51M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
16.8K
+ 22.15%
$8.58 - $8.9 $144K - $149K
92.4K $810K
CG
Carlyle Group Inc.

Financial Services
6.34K
+ 36.53%
$40.03 - $56.96 $254K - $361K
23.7K $1.03M
HIG
Hartford Financial Services Group, Inc.

Financial Services
749
+ 17.65%
$106.31 - $123.73 $79.6K - $92.7K
4.99K $617K
L
Loews Corp

Financial Services
1K
+ 12.33%
$81.13 - $91.91 $81.1K - $91.9K
9.11K $837K
FTNT
Fortinet, Inc.

Technology
1.25K
+ 8.93%
$92.49 - $114.57 $115K - $143K
15.2K $1.46M
PEY
Invesco Exchange Traded Fd Tr

ETFs
6.3K
+ 37.73%
$20.82 - $22.08 $131K - $139K
23K $494K
EXPE
Expedia Group, Inc.

Consumer Cyclical
956
+ 78.68%
$157.11 - $206.52 $150K - $197K
2.17K $364K
EMB
Ishares Tr

ETFs
1.18K
+ 6.32%
$88.64 - $92.03 $105K - $109K
19.9K $1.81M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.5K
+ 4.49%
$66.3 - $74.17 $99.6K - $111K
35K $2.43M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.12K
+ 2.9%
$49.25 - $50.66 $203K - $209K
146K $7.26M
LOGI
Logitech International S.A.

Technology
1.34K
+ 16.58%
$81.64 - $105.06 $110K - $141K
9.45K $797K
VST
Vistra Corp.

Utilities
1.59K
+ 54.61%
$108.49 - $191.89 $173K - $306K
4.51K $530K
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.36K
+ 59.53%
$27.56 - $32.1 $148K - $172K
14.4K $404K
MKL
Markel Corp

Financial Services
43
+ 13.65%
$1660.14 - $2059.83 $71.4K - $88.6K
358 $669K
MLM
Martin Marietta Materials Inc

Basic Materials
343
+ 34.82%
$460.39 - $552.64 $158K - $190K
1.33K $634K
CNHI
Cnh Industrial N.V.

Industrials
11.9K
+ 91.4%
N/A
24.9K $259K
GOLD
Barrick Gold Corp

Basic Materials
710
+ 2.53%
$15.45 - $19.56 $11K - $13.9K
28.7K $558K
SWX
Southwest Gas Holdings, Inc.

Utilities
1.61K
+ 28.96%
$68.42 - $78.18 $110K - $126K
7.15K $513K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.66K
+ 3.69%
$196.12 - $229.48 $326K - $381K
46.8K $9.45M
FNDF
Schwab Fundamental Intl Large

ETFs
999
+ 3.54%
$32.9 - $37.45 $32.9K - $37.4K
29.2K $1.06M
PPL
Ppl Corp

Utilities
514
+ 1.87%
$31.68 - $36.11 $16.3K - $18.6K
28K $1.01M
NTR
Nutrien Ltd.

Basic Materials
1.5K
+ 18.27%
$45.28 - $53.84 $67.9K - $80.8K
9.71K $482K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
7.59K
+ 9.94%
$121.0 - $142.28 $919K - $1.08M
84K $10.5M
FTGC
First Trust Global Tactical CO

ETFs
520
+ 0.82%
$23.95 - $25.86 $12.5K - $13.4K
63.8K $1.63M
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.14K
+ 3.99%
$29.82 - $30.1 $93.6K - $94.5K
81.8K $2.46M
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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