Kestra Private Wealth Services, LLC New Holdings in Q4 2024

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
APO
Apollo Global Management, Inc.

Financial Services
24.2K
New
$131.36 - $178.61 $3.18M - $4.32M
24.2K $3.99M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
30.1K
New
$90.31 - $106.37 $2.71M - $3.2M
30.1K $3M
RECS
Columbia ETF Tr I

ETFs
74.4K
New
$33.61 - $36.42 $2.5M - $2.71M
74.4K $2.58M
JCPB
J P Morgan Exchange Traded Fd

ETFs
37.8K
New
$46.07 - $48.17 $1.74M - $1.82M
37.8K $1.74M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
43.1K
New
$38.63 - $39.95 $1.67M - $1.72M
43.1K $1.7M
UITB
Usaa ETF Tr Core Intermediate

ETFs
31.9K
New
$45.83 - $48.07 $1.46M - $1.53M
31.9K $1.46M
SAMT
Advisors Inn.Circle Fd Iii Str
47.2K
New
$27.63 - $31.15 $1.3M - $1.47M
47.2K $1.38M
TOST
Toast, Inc.

Technology
35.3K
New
$27.43 - $43.54 $968K - $1.54M
35.3K $1.29M
CIEN
Ciena Corp

Technology
13.3K
New
$61.45 - $91.14 $818K - $1.21M
13.3K $1.13M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
46.6K
New
$23.8 - $24.11 $1.11M - $1.12M
46.6K $1.11M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
26.4K
New
$39.78 - $41.04 $1.05M - $1.08M
26.4K $1.07M
SONY
Sony Group Corp

Technology
49.2K
New
$17.53 - $96.8 $862K - $4.76M
49.2K $1.04M
VNLA
Janus Henderson Short Duration

ETFs
21.2K
New
$48.82 - $49.11 $1.04M - $1.04M
21.2K $1.04M
PAVE
Global X Fds Us Infrastructure

ETFs
25.5K
New
$40.41 - $45.95 $1.03M - $1.17M
25.5K $1.03M
CYBR
Cyber Ark Software Ltd.

Technology
2.9K
New
$274.1 - $333.15 $794K - $964K
2.9K $964K
CTSH
Cognizant Technology Solutions Corp

Technology
11.8K
New
$74.37 - $82.32 $877K - $971K
11.8K $907K
ASX
Ase Technology Holding Co., Ltd.

Technology
72.7K
New
$9.49 - $10.74 $690K - $780K
72.7K $731K
KT
Kt Corp

Communication Services
43.2K
New
$14.79 - $18.29 $639K - $790K
43.2K $670K
STRL
Sterling Construction CO Inc

Industrials
3.64K
New
$142.94 - $199.03 $521K - $725K
3.64K $613K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.18K
New
$180.39 - $205.43 $574K - $654K
3.18K $603K
PPC
Pilgrims Pride Corp

Consumer Defensive
13.1K
New
$43.57 - $53.82 $573K - $707K
13.1K $596K
KIE
Spdr S&P Insurance ETF

ETFs
10.3K
New
$55.65 - $62.03 $571K - $637K
10.3K $580K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
12K
New
$42.8 - $44.98 $516K - $542K
12K $526K
OWL
Blue Owl Capital Inc.

Financial Services
21.9K
New
$19.51 - $24.81 $427K - $543K
21.9K $509K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
4.81K
New
$104.5 - $125.64 $502K - $604K
4.81K $502K
CEIX
Consol Energy Inc.

Energy
4.35K
New
$101.36 - $133.33 $440K - $579K
4.35K $463K
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
4.48K
New
$100.55 - $110.43 $451K - $495K
4.48K $455K
AR
Antero Resources Corp

Energy
12.7K
New
$25.54 - $35.52 $326K - $453K
12.7K $446K
FRT
Federal Realty Investment Trust

Real Estate
3.9K
New
$109.55 - $117.53 $427K - $458K
3.9K $436K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
4.19K
New
$104.34 - $118.84 $437K - $497K
4.19K $436K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
8.2K
New
$52.1 - $57.26 $427K - $469K
8.2K $427K
UBSI
United Bankshares Inc

Financial Services
11.2K
New
$35.53 - $43.29 $397K - $483K
11.2K $419K
CFG
Citizens Financial Group Inc

Financial Services
9.31K
New
$39.92 - $48.46 $371K - $451K
9.31K $407K
ACM
Aecom

Industrials
3.79K
New
$101.97 - $116.97 $387K - $444K
3.79K $405K
VST
Vistra Corp.

Utilities
2.92K
New
$115.74 - $166.61 $338K - $486K
2.92K $402K
PKI
Perkinelmer Inc

Healthcare
3.32K
New
N/A
3.32K $401K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
13.7K
New
$27.48 - $32.37 $376K - $443K
13.7K $393K
MC
Moelis & CO

Financial Services
5.19K
New
$65.74 - $80.49 $341K - $418K
5.19K $383K
R
Ryder System Inc

Industrials
2.41K
New
$138.78 - $170.03 $335K - $410K
2.41K $378K
AIT
Applied Industrial Technologies Inc

Industrials
1.53K
New
$220.05 - $280.49 $336K - $429K
1.53K $365K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.96K
New
$129.13 - $198.21 $253K - $388K
1.96K $362K
ROK
Rockwell Automation, Inc

Industrials
1.25K
New
$264.65 - $302.92 $331K - $379K
1.25K $357K
IGLB
Ishares 10+ Year Investment Gr

ETFs
7.16K
New
$49.36 - $53.72 $353K - $384K
7.16K $353K
FREL
Fidelity Covington Tr Msci Rea

ETFs
13K
New
$26.61 - $29.85 $347K - $389K
13K $352K
IESC
Ies Holdings, Inc.

Industrials
1.69K
New
$196.89 - $309.86 $332K - $523K
1.69K $339K
VRSN
Verisign Inc

Technology
1.62K
New
$176.68 - $206.96 $286K - $335K
1.62K $334K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
29.6K
New
$11.12 - $11.98 $329K - $354K
29.6K $333K
VKTX
Viking Therapeutics, Inc.

Healthcare
7.65K
New
$38.28 - $78.03 $293K - $597K
7.65K $307K
VAL
Valaris LTD

Energy
6.72K
New
$40.92 - $56.38 $275K - $379K
6.72K $297K
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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