Kestra Private Wealth Services, LLC Sells in Q4 2024

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-27.1K
- 20.17%
$554.08 - $632.68 $15M - $17.1M
107K $63.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-63.7K
- 22.02%
$87.1 - $98.49 $5.55M - $6.27M
225K $19.7M
IWN
Ishares Russell2000 Val ETF

ETFs
-47.6K
- 65.79%
$162.69 - $181.35 $7.74M - $8.63M
24.8K $4.06M
AMGN
Amgen Inc

Healthcare
-4.84K
- 6.83%
$258.78 - $328.31 $1.25M - $1.59M
66K $17.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-60.1K
- 78.88%
$79.93 - $88.06 $4.81M - $5.3M
16.1K $1.29M
MRK
Merck & Co., Inc.

Healthcare
-12.3K
- 5.47%
$96.31 - $114.76 $1.18M - $1.41M
212K $21.1M
AMD
Advanced Micro Devices Inc

Technology
-4.42K
- 5.0%
$118.88 - $172.8 $526K - $764K
84.1K $10.2M
UNH
Unitedhealth Group Inc

Healthcare
-2.11K
- 6.1%
$485.52 - $625.25 $1.02M - $1.32M
32.4K $16.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-38.7K
- 8.61%
$77.86 - $79.27 $3.01M - $3.07M
411K $32M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-86.8K
- 21.14%
$35.45 - $40.33 $3.08M - $3.5M
324K $11.6M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-5.83K
- 45.29%
$396.64 - $516.74 $2.31M - $3.01M
7.04K $2.83M
VGIT
Vanguard Intermediate Term Tre

ETFs
-45.8K
- 60.78%
$57.78 - $60.4 $2.65M - $2.77M
29.5K $1.71M
AAPL
Apple Inc.

Technology
-86.7K
- 8.01%
$221.69 - $259.02 $19.2M - $22.4M
996K $249M
VGSH
Vanguard

ETFs
-46K
- 65.02%
$58.02 - $58.88 $2.67M - $2.71M
24.7K $1.44M
UBER
Uber Technologies, Inc

Technology
-8.63K
- 6.4%
$59.93 - $86.34 $517K - $745K
126K $7.61M
KLAC
Kla Corp

Technology
-1.84K
- 21.14%
$614.46 - $829.55 $1.13M - $1.52M
6.85K $4.32M
ELV
Elevance Health, Inc.

Healthcare
-2.71K
- 30.97%
$365.96 - $514.62 $991K - $1.39M
6.04K $2.23M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-92.9K
- 57.61%
$23.14 - $26.91 $2.15M - $2.5M
68.4K $1.63M
AVLV
American Centy ETF Tr Avantis
-32K
- 89.86%
$65.51 - $71.22 $2.1M - $2.28M
3.62K $241K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-20.4K
- 58.8%
$100.24 - $101.35 $2.04M - $2.06M
14.3K $1.44M
RDVY
First Trust Rising Dividend Ac

ETFs
-32K
- 4.63%
$58.65 - $64.37 $1.88M - $2.06M
660K $39M
FTCS
First Trust Capital Strength E

ETFs
-15.5K
- 8.25%
$87.62 - $94.03 $1.36M - $1.46M
173K $15.2M
PAYX
Paychex Inc

Industrials
-15.5K
- 33.2%
$135.86 - $148.73 $2.11M - $2.31M
31.2K $4.38M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-29.7K
- 45.05%
$50.02 - $51.24 $1.48M - $1.52M
36.2K $1.82M
BAC
Bank Of America Corp

Financial Services
-72.7K
- 16.54%
$39.22 - $47.77 $2.85M - $3.47M
367K $16.1M
DGRO
Ishares Core Dividend Growth E

ETFs
-16.7K
- 8.82%
$60.73 - $64.94 $1.01M - $1.08M
173K $10.6M
CCI
Crown Castle International Corp

Real Estate
-2.68K
- 7.71%
$89.78 - $119.11 $240K - $319K
32K $2.91M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
-13K
- 21.54%
$91.86 - $98.85 $1.2M - $1.29M
47.4K $4.42M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-17.1K
- 38.56%
$70.54 - $79.61 $1.21M - $1.36M
27.2K $2.07M
BBY
Best Buy CO Inc

Consumer Cyclical
-9.94K
- 71.03%
$85.2 - $101.35 $846K - $1.01M
4.05K $347K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-37K
- 75.58%
$28.88 - $29.33 $1.07M - $1.09M
12K $347K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.68K
- 3.65%
$521.84 - $558.82 $2.44M - $2.62M
124K $66.7M
DOW
Dow Inc.

Basic Materials
-10.5K
- 23.11%
$39.1 - $55.34 $409K - $579K
34.8K $1.4M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-23K
- 80.03%
$43.02 - $47.32 $988K - $1.09M
5.73K $247K
ORCL
Oracle Corp

Technology
-4.44K
- 5.16%
$165.41 - $192.43 $734K - $854K
81.6K $13.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7.82K
- 9.32%
$126.68 - $134.74 $991K - $1.05M
76.1K $9.71M
MO
Altria Group, Inc.

Consumer Defensive
-24.7K
- 12.33%
$49.06 - $57.74 $1.21M - $1.43M
176K $9.18M
HSY
Hershey CO

Consumer Defensive
-4.21K
- 30.41%
$168.67 - $193.65 $710K - $815K
9.64K $1.63M
FVD
First Tr Value Line Divid Inde

ETFs
-7.13K
- 2.06%
$43.4 - $46.7 $309K - $333K
339K $14.8M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-19.2K
- 37.92%
$42.84 - $45.38 $821K - $870K
31.4K $1.35M
STZ
Constellation Brands, Inc.

Consumer Defensive
-900
- 4.68%
$219.66 - $257.62 $198K - $232K
18.3K $4.05M
EQIX
Equinix Inc

Real Estate
-1.06K
- 58.71%
$865.69 - $985.0 $919K - $1.05M
747 $704K
BP
Bp PLC

Energy
-24K
- 23.61%
$28.16 - $33.14 $676K - $796K
77.7K $2.3M
ABC
Amerisourcebergen Corp

Healthcare
-4.83K
- 33.25%
N/A
9.69K $1.79M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-17.9K
- 40.87%
$47.26 - $48.18 $844K - $861K
25.9K $1.23M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.34K
- 3.8%
$189.5 - $206.17 $443K - $482K
59.2K $11.3M
PDD
Pinduoduo Inc.

Consumer Cyclical
-5.25K
- 67.76%
$94.39 - $154.27 $495K - $809K
2.5K $242K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-18.9K
- 77.05%
$40.38 - $44.35 $761K - $836K
5.62K $229K
ABT
Abbott Laboratories

Healthcare
-6.18K
- 6.42%
$111.93 - $119.39 $692K - $738K
90.2K $10.2M
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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