Kestra Private Wealth Services, LLC Options Holdings

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$570,000
2.6K
Q4 2024
New holding
NVDA
Nvidia Corp

Technology
CALL
$550,000
4.1K
Q4 2024
New holding
TQQQ
Proshares Ultrapro Qqq

ETFs
CALL
$490,000
6.2K
Q4 2024
New holding
XLE
Energy Sector Spdr

ETFs
PUT
$428,000
5K
Q4 2024
New holding
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$220,000
1K
Q4 2024
New holding
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$204,000
400
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 1,416
  • Current Value $5.67 Billion
  • Prior Value $5.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 149 stocks
  • Additional Purchases 829 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 381 stocks
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