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
BXP
Boston Properties Inc

Real Estate
4.77K
+ 13.53%
$63.97 - $74.91 $305K - $357K
40K $2.69M
UL
Unilever PLC

Consumer Defensive
195
+ 0.99%
$54.72 - $60.29 $10.7K - $11.8K
19.9K $1.18M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.55K
+ 14.6%
$69.69 - $79.99 $108K - $124K
12.2K $869K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
236
+ 1.47%
$78.97 - $85.82 $18.6K - $20.3K
16.3K $1.36M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
4.22K
+ 41.63%
$9.19 - $12.93 $38.7K - $54.5K
14.3K $160K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
958
+ 23.37%
$96.93 - $109.51 $92.9K - $105K
5.06K $495K
TOST
Toast, Inc.

Technology
5.48K
+ 15.51%
$32.61 - $41.98 $179K - $230K
40.8K $1.35M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.71K
+ 17.21%
$22.11 - $22.43 $60K - $60.9K
18.5K $414K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
569
+ 28.84%
$122.86 - $137.9 $69.9K - $78.5K
2.54K $321K
FDEV
Fidelity International Multifa

ETFs
1.2K
+ 8.41%
$27.06 - $30.02 $32.4K - $36K
15.5K $454K
CDC
Victory Portfolios Ii Shs Inco

ETFs
527
+ 6.16%
$61.46 - $66.32 $32.4K - $35K
9.09K $597K
AVY
Avery Dennison Corp

Industrials
406
+ 33.06%
$174.58 - $195.91 $70.9K - $79.5K
1.63K $290K
ARCC
Ares Capital Corp

Financial Services
1.5K
+ 1.49%
$21.28 - $23.81 $31.9K - $35.7K
103K $2.27M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
982
+ 8.38%
$39.65 - $43.35 $38.9K - $42.6K
12.7K $534K
WCN
Waste Connections, Inc.

Industrials
6
+ 0.24%
$169.89 - $195.19 $1.02K - $1.17K
2.47K $482K
C
Citigroup Inc

Financial Services
470
+ 1.13%
$67.23 - $84.63 $31.6K - $39.8K
42.2K $2.99M
EVRG
Evergy, Inc.

Utilities
396
+ 9.51%
$59.9 - $69.52 $23.7K - $27.5K
4.56K $314K
ING
Ing Groep Nv

Financial Services
530
+ 4.35%
$15.51 - $20.74 $8.22K - $11K
12.7K $248K
LNC
Lincoln National Corp

Financial Services
741
+ 9.87%
$30.06 - $39.23 $22.3K - $29.1K
8.25K $296K
INDA
Ishares Msci India Index Fund

ETFs
1.81K
+ 5.83%
$47.8 - $53.4 $86.6K - $96.7K
32.9K $1.69M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.3K
+ 1.19%
$62.72 - $71.92 $144K - $165K
195K $12.3M
OXLC
Oxford Lane Capital Corp.

Financial Services
13.1K
+ 71.58%
$4.3 - $5.17 $56.3K - $67.7K
31.4K $148K
HUM
Humana Inc

Healthcare
105
+ 4.13%
$249.11 - $303.11 $26.2K - $31.8K
2.65K $700K
BBY
Best Buy CO Inc

Consumer Cyclical
1.42K
+ 35.09%
$70.3 - $91.1 $100K - $130K
5.47K $402K
TKNO
Alpha Teknova, Inc.

Healthcare
29.1K
+ 94.35%
$5.19 - $9.61 $151K - $280K
60K $311K
AVK
Advent Convertible & Income Fund

Financial Services
4.91K
+ 40.65%
$11.44 - $12.34 $56.2K - $60.6K
17K $195K
PPA
Invesco Exchange Traded Fd Tr

ETFs
422
+ 19.67%
$113.59 - $123.29 $47.9K - $52K
2.57K $299K
SNA
Snap On Inc

Industrials
177
+ 5.29%
$324.09 - $358.62 $57.4K - $63.5K
3.53K $1.19M
CF
Cf Industries Holdings, Inc.

Basic Materials
945
+ 29.54%
$75.03 - $97.25 $70.9K - $91.9K
4.14K $323K
TBUX
T Rowe Price Exchange Traded F

ETFs
987
+ 19.67%
$49.57 - $49.82 $48.9K - $49.2K
6.01K $298K
IDXX
Idexx Laboratories Inc

Healthcare
91
+ 4.73%
$406.29 - $469.04 $37K - $42.7K
2.01K $845K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
273
+ 2.99%
$24.11 - $28.41 $6.58K - $7.76K
9.4K $266K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
964
+ 20.38%
$49.75 - $50.27 $48K - $48.5K
5.69K $284K
REIT
Alps ETF Tr

ETFs
1.75K
+ 6.72%
$26.36 - $28.44 $46.1K - $49.7K
27.7K $757K
XEL
Xcel Energy Inc

Utilities
254
+ 2.71%
$63.37 - $72.1 $16.1K - $18.3K
9.62K $680K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
757
+ 3.76%
$47.59 - $48.35 $36K - $36.6K
20.9K $1.01M
AGX
Argan Inc

Industrials
467
+ 21.68%
$104.05 - $185.35 $48.6K - $86.6K
2.62K $343K
KIE
Spdr S&P Insurance ETF

ETFs
109
+ 1.06%
$54.24 - $60.81 $5.91K - $6.63K
10.4K $627K
PBA
Pembina Pipeline Corp

Energy
16
+ 0.11%
$35.13 - $40.12 $562 - $642
15K $601K
BEAT
Heart Beam, Inc.

Healthcare
38.3K
+ 36.7%
$1.94 - $2.48 $74.3K - $95K
143K $286K
CDE
Coeur Mining, Inc.

Basic Materials
6.59K
+ 18.61%
$5.02 - $7.29 $33.1K - $48K
42K $248K
VSAT
Viasat Inc

Technology
1.7K
+ 11.35%
$7.51 - $11.81 $12.8K - $20.1K
16.7K $173K
EWJ
Ishares Msci Japan ETF

ETFs
499
+ 6.81%
$65.24 - $71.7 $32.6K - $35.8K
7.83K $536K
OXY
Occidental Petroleum Corp

Energy
906
+ 5.6%
$45.45 - $52.7 $41.2K - $47.7K
17.1K $843K
ABR
Arbor Realty Trust Inc

Real Estate
6.62K
+ 40.05%
$11.68 - $13.98 $77.3K - $92.5K
23.1K $271K
ROP
Roper Technologies Inc

Industrials
2
+ 0.33%
$502.71 - $593.81 $1.01K - $1.19K
601 $354K
PAC
Pacific Airport Group

Industrials
65
+ 2.24%
$178.82 - $203.81 $11.6K - $13.2K
2.97K $551K
KEY
Keycorp

Financial Services
3.67K
+ 24.9%
$15.15 - $18.3 $55.5K - $67.1K
18.4K $294K
NET
Cloudflare, Inc.

Technology
241
+ 8.08%
$110.71 - $176.5 $26.7K - $42.5K
3.22K $363K
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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