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
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
10.3K
+ 9.03%
$3.88 - $4.37 $40.1K - $45.1K
125K $544K
KHC
Kraft Heinz CO

Consumer Defensive
4.58K
+ 4.55%
$28.51 - $32.22 $131K - $148K
105K $3.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.67K
+ 15.37%
$119.38 - $161.42 $318K - $431K
20K $2.39M
VNQ
Vanguard Specialized Funds Van

ETFs
887
+ 4.45%
$85.55 - $94.34 $75.9K - $83.7K
20.8K $1.88M
IWV
Ishares Russell 3000 ETF

ETFs
432
+ 26.07%
$313.1 - $349.83 $135K - $151K
2.09K $663K
TSN
Tyson Foods, Inc.

Consumer Defensive
492
+ 4.03%
$54.27 - $63.81 $26.7K - $31.4K
12.7K $810K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
2.64K
+ 29.99%
$44.11 - $47.04 $116K - $124K
11.4K $509K
CPRT
Copart Inc

Consumer Cyclical
2.1K
+ 14.66%
$52.3 - $59.83 $110K - $126K
16.5K $931K
BB
Blackberry LTD

Technology
28.2K
+ 214.45%
$3.68 - $6.07 $104K - $171K
41.4K $155K
DVY
Ishares Tr

ETFs
628
+ 8.83%
$128.58 - $138.1 $80.7K - $86.7K
7.74K $1.04M
DPZ
Dominos Pizza Inc

Consumer Cyclical
67
+ 3.54%
$402.33 - $489.71 $27K - $32.8K
1.96K $901K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.02K
+ 6.54%
$120.29 - $134.6 $604K - $676K
81.8K $9.98M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
5.22K
+ 38.78%
$20.07 - $20.16 $105K - $105K
18.7K $375K
ROK
Rockwell Automation, Inc

Industrials
524
+ 41.85%
$255.29 - $303.75 $134K - $159K
1.78K $458K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.16K
+ 10.13%
$22.77 - $22.94 $94.7K - $95.4K
45.2K $1.04M
RDVY
First Trust Rising Dividend Ac

ETFs
8.5K
+ 1.29%
$57.22 - $63.39 $486K - $539K
669K $39.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
743
+ 6.24%
$497.6 - $606.74 $370K - $451K
12.7K $6.3M
NXST
Nexstar Media Group, Inc.

Communication Services
334
+ 17.4%
$146.34 - $182.75 $48.9K - $61K
2.25K $403K
BDX
Becton Dickinson & CO

Healthcare
381
+ 7.16%
$222.79 - $249.08 $84.9K - $94.9K
5.7K $1.31M
JCI
Johnson Controls International PLC

Industrials
143
+ 0.19%
$76.12 - $90.6 $10.9K - $13K
73.5K $5.89M
SCHW
Schwab Charles Corp

Financial Services
721
+ 7.66%
$71.24 - $83.64 $51.4K - $60.3K
10.1K $793K
AVLV
American Centy ETF Tr Avantis
1.55K
+ 42.79%
$63.51 - $70.42 $98.2K - $109K
5.16K $336K
DGX
Quest Diagnostics Inc

Healthcare
689
+ 50.07%
N/A
2.07K $283K
JHMM
John Hancock Multifactor Mid C

ETFs
5.12K
+ 6.27%
$55.69 - $63.12 $285K - $323K
86.7K $4.97M
CNP
Centerpoint Energy Inc

Utilities
1.75K
+ 26.4%
$30.87 - $36.25 $54.1K - $63.5K
8.38K $303K
NTNX
Nutanix, Inc.

Technology
366
+ 4.68%
$61.28 - $77.44 $22.4K - $28.3K
8.19K $571K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.58K
+ 18.98%
$48.43 - $49.9 $76.6K - $78.9K
9.91K $494K
IGLB
Ishares 10+ Year Investment Gr

ETFs
1.67K
+ 23.31%
$48.32 - $51.22 $80.6K - $85.4K
8.82K $443K
IYJ
Ishares Tr

ETFs
778
+ 24.67%
$127.48 - $142.0 $99.2K - $110K
3.93K $511K
WSO
Watsco Inc

Industrials
84
+ 6.28%
$463.86 - $530.75 $39K - $44.6K
1.42K $722K
SKOR
Flexshares Tr Credit Scored Us

ETFs
1.17K
+ 2.3%
$47.35 - $48.46 $55.4K - $56.7K
52.1K $2.52M
SIL
Global X Silver Miners ETF

ETFs
682
+ 8.47%
$31.91 - $40.68 $21.8K - $27.7K
8.74K $344K
CMS
Cms Energy Corp

Utilities
617
+ 12.92%
$64.99 - $75.11 $40.1K - $46.3K
5.39K $405K
EQT
Eqt Corp

Energy
145
+ 1.39%
$46.16 - $54.25 $6.69K - $7.87K
10.6K $566K
MGV
Vanguard Mega Cap Value

ETFs
352
+ 3.48%
$123.61 - $133.01 $43.5K - $46.8K
10.5K $1.35M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.93K
+ 21.52%
$30.38 - $34.94 $58.5K - $67.3K
10.9K $372K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.93K
+ 24.21%
$37.07 - $40.63 $71.5K - $78.4K
9.9K $389K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.24K
+ 30.4%
$55.47 - $61.45 $68.9K - $76.3K
5.33K $314K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
3.7K
+ 20.23%
$12.61 - $14.92 $46.7K - $55.2K
22K $315K
HTGC
Hercules Capital, Inc.

Financial Services
7.94K
+ 9.57%
$18.01 - $22.0 $143K - $175K
90.9K $1.75M
FBT
First Trust Nyse Arca Biotechn

ETFs
268
+ 3.17%
$164.86 - $182.19 $44.2K - $48.8K
8.72K $1.48M
BHP
Bhp Group LTD

Basic Materials
1.63K
+ 33.7%
$48.18 - $52.11 $78.7K - $85.1K
6.48K $314K
IYH
Ishares Tr

ETFs
639
+ 4.45%
$58.32 - $62.76 $37.3K - $40.1K
15K $912K
PSI
Invesco Exchange Traded Fd Tr

ETFs
2.56K
+ 60.02%
$47.38 - $64.98 $121K - $167K
6.83K $323K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.15K
+ 2.34%
$49.22 - $51.73 $56.5K - $59.4K
50.3K $2.54M
IYE
Ishares Tr

ETFs
861
+ 10.78%
$45.23 - $49.95 $38.9K - $43K
8.85K $436K
NUE
Nucor Corp

Basic Materials
388
+ 5.53%
$114.48 - $142.52 $44.4K - $55.3K
7.41K $891K
VHT
Vanguard Health Care ETF

ETFs
130
+ 3.91%
$254.06 - $273.83 $33K - $35.6K
3.46K $914K
IBN
Icici Bank LTD

Financial Services
1.8K
+ 26.03%
$27.55 - $31.67 $49.6K - $57K
8.72K $274K
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