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
SPH
Suburban Propane Partners LP

Utilities
10.4K
New
$17.64 - $22.2 $183K - $230K
10.4K $217K
BWFG
Bankwell Financial Group, Inc.

Financial Services
7.19K
New
$27.97 - $32.7 $201K - $235K
7.19K $216K
RVMD
Revolution Medicines, Inc.

Healthcare
6.12K
New
$35.36 - $44.42 $216K - $272K
6.12K $216K
OPEN
Opendoor Technologies Inc.

Real Estate
211K
New
$1.02 - $1.72 $216K - $364K
211K $215K
CQP
Cheniere Energy Partners, L.P.

Energy
3.26K
New
$55.42 - $67.71 $180K - $220K
3.26K $214K
IEV
Ishares Tr Europe ETF

ETFs
3.66K
New
$51.89 - $60.68 $190K - $222K
3.66K $212K
NGG
National Grid PLC

Utilities
3.24K
New
$56.13 - $65.61 $182K - $213K
3.24K $212K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
5.9K
New
$34.14 - $37.91 $201K - $224K
5.9K $210K
CTRE
Care Trust Reit, Inc.

Real Estate
7.29K
New
$24.93 - $29.13 $182K - $212K
7.29K $208K
ALK
Alaska Air Group, Inc.

Industrials
4.2K
New
$49.22 - $76.6 $207K - $322K
4.2K $206K
OTTR
Otter Tail Corp

Utilities
2.55K
New
$72.43 - $83.38 $184K - $212K
2.55K $204K
ESTC
Elastic N.V.

Technology
2.29K
New
$89.1 - $117.76 $204K - $269K
2.29K $203K
FSLR
First Solar, Inc.

Technology
1.6K
New
$126.34 - $197.73 $202K - $316K
1.6K $202K
EXPD
Expeditors International Of Washington Inc

Industrials
1.67K
New
$109.09 - $126.48 $182K - $211K
1.67K $200K
IYR
Ishares Tr

ETFs
2.1K
New
$89.49 - $98.98 $188K - $207K
2.1K $200K
RGTI
Rigetti Computing, Inc.

Technology
24.3K
New
$6.05 - $19.51 $147K - $474K
24.3K $192K
AMSC
American Superconductor Corp

Industrials
10.3K
New
$17.54 - $34.82 $181K - $360K
10.3K $187K
LAND
Gladstone Land Corp

Real Estate
17.8K
New
$10.4 - $11.84 $186K - $211K
17.8K $187K
SNAP
Snap Inc

Communication Services
21.4K
New
$8.37 - $12.57 $179K - $269K
21.4K $186K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
26.6K
New
$7.01 - $7.34 $186K - $195K
26.6K $186K
MBLY
Mobileye Global Inc.
11K
New
$14.24 - $21.85 $156K - $240K
11K $158K
OSCR
Oscar Health, Inc.

Healthcare
12K
New
$12.83 - $17.3 $154K - $207K
12K $157K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
59.5K
New
$2.48 - $3.03 $148K - $180K
59.5K $148K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
17K
New
$8.29 - $8.97 $141K - $153K
17K $146K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
11.3K
New
$12.48 - $13.53 $141K - $153K
11.3K $141K
CERT
Certara, Inc.

Healthcare
13.1K
New
$9.9 - $14.25 $129K - $186K
13.1K $129K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
11.9K
New
$9.83 - $10.34 $117K - $123K
11.9K $118K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
10.1K
New
$11.4 - $11.96 $115K - $121K
10.1K $116K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
10.6K
New
$10.66 - $11.28 $113K - $119K
10.6K $114K
NOTV
Inotiv, Inc.

Healthcare
42.6K
New
$2.15 - $5.4 $91.5K - $230K
42.6K $94K
QBTS
D Wave Quantum Inc.

Technology
11K
New
$3.83 - $11.18 $42.1K - $123K
11K $83K
BMBL
Bumble Inc.

Technology
12.4K
New
$4.3 - $8.64 $53.3K - $107K
12.4K $53K
INDI
Indie Semiconductor, Inc.

Technology
10.2K
New
$2.04 - $4.66 $20.8K - $47.5K
10.2K $20K
GBIO
Generation Bio Co.

Healthcare
52K
New
$0.4 - $1.15 $20.8K - $59.8K
52K $20K
VXRT
Vaxart, Inc.

Healthcare
30.3K
New
$0.41 - $0.94 $12.4K - $28.5K
30.3K $12K
EAF
Graftech International LTD

Industrials
11K
New
$0.87 - $1.82 $9.57K - $20K
11K $9K
Global X Fds
27.9K
New
N/A
27.9K $0
Pagaya Technologies LTD
12.1K
New
N/A
12.1K $0
Ea Series Trust
179K
New
N/A
179K $0
Invesco Exch Trd Slf Idx Fd
41.4K
New
N/A
41.4K $0
BYLD
Ishares Tr Yield Optimized Bd
26.9K
New
N/A
26.9K $0
Howard Hughes Holdings Inc
2.97K
New
N/A
2.97K $0
Tidal Tr Ii
10.7K
New
N/A
10.7K $0
Sndl Inc
14.7K
New
N/A
14.7K $0
AFLG
First Tr Exchange Traded Fd Vi
137K
New
N/A
137K $0
Oculis Holding Ag
12.3K
New
N/A
12.3K $0
Capital Group International
8.33K
New
N/A
8.33K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
26.4K
New
N/A
26.4K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
197K
New
N/A
197K $0
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