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
SPMD
Spdr Portfolio

ETFs
2.63K
+ 6.5%
$54.13 - $59.56 $142K - $157K
43.1K $2.36M
MUB
Ishares National Muni Bond ETF

ETFs
2.22K
+ 4.9%
$105.78 - $108.7 $235K - $242K
47.6K $5.07M
UPS
United Parcel Service Inc

Industrials
6.94K
+ 9.66%
$122.65 - $138.35 $852K - $961K
78.9K $9.94M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
2.43K
+ 9.12%
$48.43 - $52.86 $118K - $129K
29.1K $1.45M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.34K
+ 33.1%
$115.64 - $129.74 $155K - $173K
5.38K $625K
POWL
Powell Industries Inc

Industrials
638
+ 20.2%
$221.65 - $352.37 $141K - $225K
3.8K $841K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
7.66K
+ 77.53%
$20.17 - $21.84 $154K - $167K
17.5K $354K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.98K
+ 99.42%
$38.37 - $42.82 $153K - $170K
7.97K $305K
ZION
Zions Bancorporation, National Association

Financial Services
154
+ 0.83%
$45.62 - $61.73 $7.03K - $9.51K
18.8K $1.02M
AMCR
Amcor PLC

Consumer Cyclical
17.3K
+ 146.8%
$9.34 - $11.37 $161K - $196K
29K $272K
CNQ
Canadian Natural Resources LTD

Energy
18.9K
+ 9.93%
$29.51 - $37.6 $558K - $711K
209K $6.47M
GLD
Spdr Gold Trust

ETFs
968
+ 0.96%
$236.59 - $257.5 $229K - $249K
102K $24.7M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.52K
+ 43.15%
$90.66 - $99.46 $138K - $151K
5.04K $458K
IAU
Ishares Gold Trust

ETFs
3.29K
+ 2.22%
$48.37 - $52.65 $159K - $173K
151K $7.5M
DUK
Duke Energy Corp

Utilities
5.74K
+ 8.94%
$105.76 - $120.76 $607K - $693K
69.9K $7.53M
VEA
Vanguard Ftse Developed Market

ETFs
47.8K
+ 11.06%
$47.57 - $52.44 $2.27M - $2.51M
480K $22.9M
SCHW
Schwab Charles Corp

Financial Services
680
+ 7.78%
$63.31 - $82.85 $43.1K - $56.3K
9.42K $696K
CPRT
Copart Inc

Consumer Cyclical
1.1K
+ 8.29%
$51.36 - $63.8 $56.4K - $70.1K
14.4K $823K
FBCV
Fidelity Covington Tr Blue Chi

ETFs
5.43K
+ 14.29%
$31.44 - $34.07 $171K - $185K
43.4K $1.37M
ALL
Allstate Corp

Financial Services
399
+ 2.61%
$181.25 - $208.2 $72.3K - $83.1K
15.7K $3.03M
AJG
Arthur J. Gallagher & Co.

Financial Services
417
+ 17.59%
$278.49 - $315.16 $116K - $131K
2.79K $791K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
10.4K
+ 7.83%
$43.84 - $48.76 $455K - $506K
143K $6.28M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
7.19K
+ 11.16%
$15.9 - $17.05 $114K - $123K
71.6K $1.19M
DFIV
Dimensional ETF Tr

ETFs
8.69K
+ 12.19%
$34.86 - $37.97 $303K - $330K
80K $2.84M
RF
Regions Financial Corp

Financial Services
3.98K
+ 2.74%
$22.45 - $27.47 $89.3K - $109K
149K $3.51M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
485
+ 21.61%
$213.99 - $238.91 $104K - $116K
2.73K $611K
VOT
Vanguard Mid Cap Growth Index

ETFs
91
+ 0.96%
$241.48 - $274.89 $22K - $25K
9.59K $2.43M
RJF
Raymond James Financial Inc

Financial Services
119
+ 3.85%
$123.0 - $170.1 $14.6K - $20.2K
3.21K $498K
TM
Toyota Motor Corp

Consumer Cyclical
522
+ 45.12%
$169.2 - $199.52 $88.3K - $104K
1.68K $326K
PHYS
Sprott Physical Gold Trust

Financial Services
6.35K
+ 14.25%
$19.66 - $21.66 $125K - $138K
50.9K $1.03M
GNRC
Generac Holdings Inc.

Industrials
873
+ 15.33%
$154.28 - $195.11 $135K - $170K
6.57K $1.02M
MSCI
Msci Inc.

Financial Services
178
+ 43.0%
$569.09 - $635.99 $101K - $113K
592 $355K
DUOL
Duolingo, Inc.

Technology
59
+ 2.64%
$278.75 - $373.03 $16.4K - $22K
2.29K $743K
AON
Aon PLC

Financial Services
275
+ 26.52%
$344.14 - $393.31 $94.6K - $108K
1.31K $471K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
15.5K
+ 35.82%
$7.83 - $8.16 $121K - $126K
58.7K $461K
DE
Deere & CO

Industrials
130
+ 1.47%
$389.45 - $466.0 $50.6K - $60.6K
8.98K $3.8M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
9.79K
+ 16.84%
$28.25 - $31.75 $277K - $311K
67.9K $1.96M
CSX
Csx Corp

Industrials
12.1K
+ 9.6%
$31.58 - $36.88 $381K - $445K
138K $4.45M
FNV
Franco Nevada Corp

Basic Materials
1.03K
+ 47.7%
$113.26 - $137.22 $116K - $141K
3.18K $373K
JXN
Jackson Financial Inc.

Financial Services
1.52K
+ 23.23%
$84.91 - $113.74 $129K - $173K
8.08K $703K
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.51K
+ 6.08%
$29.77 - $30.19 $134K - $136K
78.7K $2.35M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.52K
+ 23.62%
$75.99 - $88.85 $115K - $135K
7.93K $620K
CGXU
Capital Group Intl Focus Equit

ETFs
5.5K
+ 38.72%
$24.67 - $26.94 $136K - $148K
19.7K $485K
SOXX
Ishares Semiconductor ETF

ETFs
3.32K
+ 8.17%
$211.27 - $239.8 $700K - $795K
43.9K $9.45M
IBB
Ishares Biotechnology ETF

ETFs
1.28K
+ 25.27%
$131.21 - $148.85 $168K - $191K
6.37K $841K
WDAY
Workday, Inc.

Technology
340
+ 31.81%
$233.85 - $279.91 $79.5K - $95.2K
1.41K $363K
CBSH
Commerce Bancshares Inc

Financial Services
1.02K
+ 7.94%
$57.04 - $74.36 $58.2K - $75.8K
13.9K $864K
TAP
Molson Coors Beverage CO

Consumer Defensive
1.87K
+ 5.76%
$53.97 - $63.88 $101K - $119K
34.3K $1.97M
PSTG
Pure Storage, Inc.

Technology
537
+ 9.12%
$48.19 - $66.6 $25.9K - $35.8K
6.43K $394K
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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