Kestra Private Wealth Services, LLC Purchases in Q4 2024

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
9.3K
+ 105.9%
$70.31 - $124.78 $654K - $1.16M
18.1K $2M
VTI
Vanguard Total Stock Market Et

ETFs
2.83K
+ 3.51%
$280.04 - $302.45 $793K - $857K
83.5K $24.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
40.4K
+ 6.79%
$96.64 - $101.23 $3.91M - $4.09M
635K $61.6M
IEMG
Ishares Inc

ETFs
24.1K
+ 7.55%
N/A
344K $18.4M
GE
General Electric CO

Industrials
10.6K
+ 48.68%
$159.95 - $194.23 $1.69M - $2.05M
32.3K $5.38M
TOST
Toast, Inc.

Technology
35.3K
New
$27.43 - $43.54 $968K - $1.54M
35.3K $1.29M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
16.1K
+ 110.35%
$73.49 - $86.09 $1.19M - $1.39M
30.7K $2.37M
NOC
Northrop Grumman Corp

Industrials
3.4K
+ 62.2%
$466.52 - $543.88 $1.59M - $1.85M
8.88K $4.17M
CGDV
Capital Group Divid Value ETF

ETFs
45.9K
+ 15.3%
$35.16 - $37.12 $1.61M - $1.7M
346K $12.2M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
33.1K
+ 36.25%
$42.79 - $44.9 $1.42M - $1.49M
124K $5.34M
RTX
Raytheon Technologies Corp

Industrials
17.6K
+ 11.22%
$114.45 - $127.21 $2.02M - $2.24M
175K $20.2M
C
Citigroup Inc

Financial Services
13.8K
+ 49.56%
$61.31 - $72.5 $847K - $1M
41.7K $2.93M
LLY
Eli Lilly & CO

Healthcare
6.39K
+ 19.37%
$727.2 - $932.06 $4.64M - $5.95M
39.4K $30.4M
CLX
Clorox CO

Consumer Defensive
7.17K
+ 123.95%
$156.51 - $169.74 $1.12M - $1.22M
13K $2.11M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
27.8K
+ 10.21%
$48.48 - $49.47 $1.35M - $1.38M
300K $14.6M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
37K
+ 54.2%
$34.83 - $38.05 $1.29M - $1.41M
105K $3.71M
CIEN
Ciena Corp

Technology
13.3K
New
$61.45 - $91.14 $818K - $1.21M
13.3K $1.13M
EFG
Msci Eafe Growth ETF

ETFs
22.8K
+ 22.71%
$96.83 - $106.88 $2.21M - $2.44M
123K $11.9M
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
AOS
Smith A O Corp

Industrials
16.3K
New
$68.02 - $88.94 $1.11M - $1.45M
16.3K $1.11M
T
At&T Inc.

Communication Services
36.4K
+ 10.48%
$21.22 - $23.88 $772K - $869K
384K $8.73M
PGR
Progressive Corp

Financial Services
5.17K
+ 49.56%
$239.6 - $268.88 $1.24M - $1.39M
15.6K $3.74M
VBR
Vanguard Small Cap Value ETF

ETFs
5.94K
+ 15.83%
$197.36 - $217.3 $1.17M - $1.29M
43.4K $8.61M
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
FDN
First Tr Fd Dow Jones

ETFs
258
+ 0.83%
$210.5 - $257.24 $54.3K - $66.4K
31.4K $7.63M
TDG
Trans Digm Group Inc

Industrials
1.17K
+ 41.37%
$1239.0 - $1442.53 $1.45M - $1.69M
4.01K $5.08M
PAVE
Global X Fds Us Infrastructure

ETFs
25.5K
New
$40.41 - $45.95 $1.03M - $1.17M
25.5K $1.03M
ADP
Automatic Data Processing Inc

Industrials
1.99K
+ 7.27%
$280.08 - $307.97 $558K - $613K
29.4K $8.6M
BMY
Bristol Myers Squibb CO

Healthcare
4.09K
+ 2.51%
$51.92 - $59.94 $212K - $245K
167K $9.45M
RMD
Resmed Inc

Healthcare
4.7K
+ 116.36%
$228.69 - $256.07 $1.08M - $1.2M
8.74K $2M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
40.2K
+ 123.2%
$25.79 - $27.56 $1.04M - $1.11M
72.8K $1.9M
CYBR
Cyber Ark Software Ltd.

Technology
2.9K
New
$274.1 - $333.15 $794K - $964K
2.9K $964K
WPC
W. P. Carey Inc.

Real Estate
18.6K
+ 289.53%
$53.44 - $61.33 $993K - $1.14M
25K $1.36M
TJX
Tjx Companies Inc

Consumer Cyclical
7.11K
+ 29.15%
$112.15 - $127.2 $797K - $904K
31.5K $3.81M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
8.97K
+ 13.29%
$134.53 - $150.65 $1.21M - $1.35M
76.4K $10.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
16.6K
+ 13.19%
$34.49 - $39.24 $573K - $652K
143K $5.3M
CTSH
Cognizant Technology Solutions Corp

Technology
11.8K
New
$74.37 - $82.32 $877K - $971K
11.8K $907K
PLD
Prologis, Inc.

Real Estate
15.2K
+ 43.4%
$101.4 - $126.96 $1.54M - $1.93M
50.3K $5.32M
BR
Broadridge Financial Solutions, Inc.

Technology
2.54K
+ 9.29%
$209.64 - $236.44 $531K - $599K
29.8K $6.75M
CDNS
Cadence Design Systems Inc

Technology
1.38K
+ 9.32%
$249.1 - $324.54 $343K - $446K
16.1K $4.85M
XLF
Financial Sector Spdr

ETFs
9.19K
+ 6.9%
$44.89 - $51.34 $413K - $472K
142K $6.88M
PM
Philip Morris International Inc.

Consumer Defensive
7.34K
+ 20.14%
$118.38 - $133.06 $869K - $977K
43.8K $5.27M
PRU
Prudential Financial Inc

Financial Services
7.33K
+ 80.17%
$114.59 - $129.52 $840K - $950K
16.5K $1.95M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
36.6K
+ 68.11%
$23.03 - $23.33 $843K - $854K
90.4K $2.09M
HDB
Hdfc Bank LTD

Financial Services
11.3K
+ 13.11%
$59.45 - $68.01 $669K - $765K
97.1K $6.2M
FTNT
Fortinet, Inc.

Technology
7.55K
+ 117.81%
$76.49 - $99.21 $577K - $749K
14K $1.32M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
32.7K
+ 9.34%
$44.87 - $46.86 $1.47M - $1.53M
382K $17.2M
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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