Kestra Private Wealth Services, LLC New Holdings in Q1 2025

Kestra Private Wealth Services, LLC

  • $5.74 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUSA
Davis Fundamental ETF Tr

ETFs
67.1K
New
$41.58 - $46.14 $2.79M - $3.1M
67.1K $2.84M
STLG
Ishares Factors Us Growth Styl

ETFs
53.8K
New
N/A
53.8K $2.71M
LVHI
Franklin International Low Vol

ETFs
78.3K
New
$30.53 - $32.85 $2.39M - $2.57M
78.3K $2.53M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
82.3K
New
$29.5 - $33.51 $2.43M - $2.76M
82.3K $2.51M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
52.3K
New
$39.44 - $47.66 $2.06M - $2.49M
52.3K $2.39M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
55.5K
New
$33.63 - $37.64 $1.86M - $2.09M
55.5K $2.05M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
54.8K
New
$31.25 - $34.24 $1.71M - $1.88M
54.8K $1.87M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
25K
New
$55.29 - $61.72 $1.38M - $1.54M
25K $1.4M
OC
Owens Corning

Industrials
8.58K
New
$137.83 - $191.19 $1.18M - $1.64M
8.58K $1.23M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
21.9K
New
$51.26 - $52.53 $1.12M - $1.15M
21.9K $1.13M
AM
Antero Midstream Corp

Energy
55.5K
New
$15.47 - $18.04 $859K - $1M
55.5K $999K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
19.2K
New
$50.72 - $50.92 $974K - $978K
19.2K $976K
PLMR
Palomar Holdings, Inc.

Financial Services
7.05K
New
$101.51 - $137.08 $716K - $967K
7.05K $966K
BSCV
Invesco ETF Self Indexed Fd Tr
56.6K
New
$15.87 - $16.38 $898K - $927K
56.6K $922K
LRN
Stride, Inc.

Consumer Defensive
6.09K
New
$106.34 - $142.28 $648K - $867K
6.09K $770K
CGGO
Capital Group Global Growth Eq

ETFs
27.1K
New
$28.33 - $30.84 $767K - $835K
27.1K $766K
BSCU
Invesco Exc Self Ind Tr

ETFs
45.1K
New
$16.2 - $16.64 $730K - $750K
45.1K $747K
TRP
Tc Energy Corp

Energy
14.6K
New
$44.29 - $49.27 $646K - $719K
14.6K $688K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
49.4K
New
$11.66 - $14.98 $577K - $741K
49.4K $673K
EQR
Equity Residential

Real Estate
8.87K
New
$66.98 - $75.02 $594K - $665K
8.87K $634K
DBP
Invesco Db Precious Metals Fund

ETFs
8.62K
New
$61.03 - $71.45 $526K - $616K
8.62K $616K
PAGP
Plains Gp Holdings LP

Energy
27.3K
New
$18.52 - $22.13 $506K - $605K
27.3K $583K
OKTA
Okta, Inc.

Technology
5.4K
New
$78.83 - $116.72 $426K - $630K
5.4K $567K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
15K
New
$37.84 - $39.74 $566K - $594K
15K $565K
URBN
Urban Outfitters Inc

Consumer Cyclical
10.5K
New
$48.81 - $60.44 $511K - $632K
10.5K $548K
ROKU
Roku, Inc

Communication Services
7.19K
New
$67.36 - $99.07 $484K - $712K
7.19K $506K
IEZ
Ishares Tr

ETFs
25.8K
New
$18.42 - $22.2 $476K - $574K
25.8K $503K
MASI
Masimo Corp

Healthcare
2.89K
New
$163.55 - $190.63 $473K - $551K
2.89K $481K
EWG
Ishares Msci Germany ETF

ETFs
12.7K
New
$31.57 - $39.31 $402K - $501K
12.7K $472K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
10.1K
New
$43.48 - $52.89 $441K - $536K
10.1K $441K
DASH
Door Dash, Inc.

Communication Services
2.41K
New
$168.37 - $213.38 $406K - $515K
2.41K $440K
TBBK
Bancorp, Inc.

Financial Services
8.26K
New
$49.74 - $62.75 $411K - $518K
8.26K $436K
ESE
Esco Technologies Inc

Technology
2.69K
New
$128.92 - $169.65 $346K - $456K
2.69K $427K
EWBC
East West Bancorp Inc

Financial Services
4.62K
New
$84.35 - $103.91 $390K - $480K
4.62K $415K
SNEX
Stone X Group Inc.

Financial Services
5.42K
New
$76.12 - $126.89 $413K - $688K
5.42K $413K
MELI
Mercadolibre Inc

Consumer Cyclical
211
New
$1739.0 - $2260.0 $367K - $477K
211 $411K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
3.7K
New
$106.46 - $114.75 $394K - $425K
3.7K $407K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
7.42K
New
$47.66 - $57.45 $353K - $426K
7.42K $403K
CAPL
Cross America Partners LP

Energy
15.8K
New
$21.88 - $24.57 $346K - $388K
15.8K $388K
CPT
Camden Property Trust

Real Estate
3K
New
$109.16 - $125.53 $327K - $377K
3K $366K
TYL
Tyler Technologies Inc

Technology
616
New
$553.41 - $646.74 $341K - $398K
616 $358K
HOOD
Robinhood Markets, Inc.

Technology
8.59K
New
$35.63 - $65.28 $306K - $560K
8.59K $357K
ZG
Zillow Group, Inc.

Communication Services
5.29K
New
$66.41 - $85.29 $351K - $451K
5.29K $353K
HTRB
Hartford Fds Total Return Bd E

ETFs
10.4K
New
$33.03 - $34.09 $344K - $355K
10.4K $352K
DKL
Delek Logistics Partners, LP

Energy
8.12K
New
$40.02 - $45.32 $325K - $368K
8.12K $351K
BCE
Bce Inc

Communication Services
15.2K
New
$22.14 - $25.18 $336K - $382K
15.2K $348K
IAT
Ishares Tr

ETFs
7.43K
New
$44.84 - $53.56 $333K - $398K
7.43K $346K
FTV
Fortive Corp

Technology
4.56K
New
$71.82 - $82.98 $328K - $378K
4.56K $333K
SCI
Service Corp International

Consumer Cyclical
4.12K
New
$75.99 - $84.16 $313K - $347K
4.12K $330K
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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