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
NEAR
Blackrock Short Maturity Bond

ETFs
6.43K
New
$50.4 - $50.89 $324K - $327K
6.43K $327K
GMRE
Global Medical Reit Inc.

Real Estate
36.6K
New
$7.52 - $9.08 $275K - $332K
36.6K $320K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
21.7K
New
$14.59 - $23.31 $317K - $506K
21.7K $316K
CRDO
Credo Technology Group Holding LTD

Technology
7.86K
New
$39.45 - $85.5 $310K - $672K
7.86K $315K
RKT
Rocket Companies, Inc.

Financial Services
25.7K
New
$10.28 - $15.77 $264K - $405K
25.7K $309K
ZM
Zoom Video Communications, Inc.

Technology
4.18K
New
$72.23 - $88.64 $302K - $370K
4.18K $308K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
18.8K
New
$16.3 - $17.47 $307K - $329K
18.8K $306K
PINS
Pinterest, Inc.

Communication Services
9.68K
New
$29.79 - $40.0 $288K - $387K
9.68K $300K
ITT
Itt Inc.

Industrials
2.25K
New
$128.71 - $153.88 $290K - $347K
2.25K $291K
LPLA
Lpl Financial Holdings Inc.

Financial Services
888
New
$308.87 - $383.33 $274K - $340K
888 $290K
FCFS
First Cash Holdings, Inc.

Financial Services
2.36K
New
$102.59 - $120.32 $242K - $283K
2.36K $283K
RPM
Rpm International Inc

Basic Materials
2.42K
New
$114.03 - $128.31 $276K - $311K
2.42K $280K
ACGL
Arch Capital Group Ltd.

Financial Services
2.86K
New
$88.13 - $96.94 $252K - $277K
2.86K $275K
PCH
Potlatchdeltic Corp

Real Estate
5.89K
New
$38.35 - $47.34 $226K - $279K
5.89K $265K
AFRM
Affirm Holdings, Inc.

Technology
5.88K
New
$43.7 - $80.98 $257K - $476K
5.88K $265K
SRAD
Sportradar Group Ag

Technology
12K
New
$17.44 - $22.99 $210K - $277K
12K $260K
OPFI
Opp Fi Inc.

Technology
28.1K
New
$7.18 - $16.94 $201K - $475K
28.1K $260K
TDOC
Teladoc Health, Inc.

Healthcare
32.5K
New
$7.96 - $14.33 $259K - $466K
32.5K $258K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
17.6K
New
$12.0 - $14.77 $212K - $260K
17.6K $258K
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.45K
New
$102.72 - $143.06 $252K - $351K
2.45K $256K
INTA
Intapp, Inc.

Technology
4.38K
New
$57.21 - $74.1 $250K - $324K
4.38K $255K
VAW
Vanguard Materials ETF

ETFs
1.35K
New
$185.71 - $202.46 $250K - $273K
1.35K $254K
CCK
Crown Holdings Inc

Consumer Cyclical
2.86K
New
$78.77 - $91.74 $225K - $262K
2.86K $254K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
15.8K
New
$15.05 - $16.47 $238K - $260K
15.8K $253K
STIM
Neuronetics, Inc.

Healthcare
69K
New
$1.49 - $5.54 $103K - $382K
69K $253K
PAA
Plains All American Pipeline LP

Energy
12.6K
New
$17.32 - $20.96 $218K - $264K
12.6K $252K
MLN
Vaneck Long Muni ETF

ETFs
14.5K
New
$17.22 - $18.0 $249K - $260K
14.5K $251K
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.08K
New
$55.75 - $77.63 $171K - $239K
3.08K $238K
DHS
Wisdomtree Tr U.S

ETFs
2.41K
New
$91.55 - $99.74 $220K - $240K
2.41K $238K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
4.66K
New
$48.13 - $51.78 $224K - $241K
4.66K $237K
NI
Nisource Inc.

Utilities
5.9K
New
$35.57 - $41.23 $210K - $243K
5.9K $236K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
7.62K
New
$29.2 - $32.92 $223K - $251K
7.62K $234K
LQDT
Liquidity Services Inc

Consumer Cyclical
7.57K
New
$29.26 - $37.61 $222K - $285K
7.57K $234K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
7.68K
New
$26.71 - $31.58 $205K - $243K
7.68K $232K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
4.33K
New
$48.65 - $66.04 $211K - $286K
4.33K $230K
HSBC
Hsbc Holdings PLC

Financial Services
3.99K
New
$48.68 - $61.58 $194K - $246K
3.99K $229K
USAC
Usa Compression Partners, LP

Energy
8.51K
New
$23.75 - $29.24 $202K - $249K
8.51K $229K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2.64K
New
$73.71 - $87.55 $194K - $231K
2.64K $229K
LKQ
Lkq Corp

Consumer Cyclical
5.37K
New
$36.24 - $44.05 $195K - $237K
5.37K $228K
UHS
Universal Health Services Inc

Healthcare
1.2K
New
$163.99 - $193.27 $197K - $233K
1.2K $226K
STC
Stewart Information Services Corp

Financial Services
3.18K
New
$59.55 - $72.6 $189K - $231K
3.18K $226K
LI
Li Auto Inc.

Consumer Cyclical
8.95K
New
$21.72 - $32.92 $194K - $295K
8.95K $225K
COOP
Mr. Cooper Group Inc.

Financial Services
1.87K
New
$91.4 - $119.6 $171K - $224K
1.87K $224K
BEP
Brookfield Renewable Partners L.P.

Utilities
10K
New
$20.03 - $23.79 $201K - $239K
10K $222K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
14.2K
New
$11.4 - $17.29 $161K - $245K
14.2K $221K
TGTX
Tg Therapeutics, Inc.

Healthcare
5.59K
New
$27.67 - $42.99 $155K - $240K
5.59K $220K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.37K
New
$63.38 - $72.02 $214K - $243K
3.37K $220K
TPR
Tapestry, Inc.

Consumer Cyclical
3.14K
New
$65.63 - $89.21 $206K - $280K
3.14K $220K
CBL
Cbl & Associates Properties Inc

Real Estate
8.26K
New
$26.43 - $33.02 $218K - $273K
8.26K $219K
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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