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
EMLP
First Tr Exchange Traded Iv

ETFs
13.3K
+ 8.25%
$33.69 - $38.24 $449K - $509K
175K $6.23M
ALLY
Ally Financial Inc.

Financial Services
20.6K
+ 16.15%
$34.12 - $39.98 $702K - $822K
148K $5.33M
KHC
Kraft Heinz CO

Consumer Defensive
35.2K
+ 53.71%
$30.1 - $36.02 $1.06M - $1.27M
101K $3.09M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.21K
+ 15.4%
$285.5 - $335.62 $916K - $1.08M
24.1K $6.98M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
589
+ 12.08%
$260.53 - $404.79 $153K - $238K
5.47K $2.09M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.28K
+ 64.49%
$311.11 - $335.64 $709K - $765K
5.81K $1.87M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.4K
+ 17.95%
$238.25 - $261.28 $810K - $888K
22.3K $5.41M
PH
Parker Hannifin Corp

Industrials
1.15K
+ 16.8%
$621.74 - $709.46 $714K - $814K
7.98K $5.08M
LQD
Ishares Iboxx $ Investment Gra

ETFs
10.3K
+ 17.85%
$106.56 - $113.11 $1.1M - $1.17M
68.2K $7.28M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.92K
+ 15.19%
$170.03 - $192.78 $496K - $563K
22.1K $4.09M
ASX
Ase Technology Holding Co., Ltd.

Technology
72.7K
New
$9.49 - $10.74 $690K - $780K
72.7K $731K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
6.93K
+ 154.29%
$103.6 - $112.52 $718K - $779K
11.4K $1.2M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
19.4K
+ 18.07%
$40.26 - $42.88 $781K - $831K
127K $5.13M
SRE
Sempra Energy

Utilities
7.48K
+ 61.89%
$80.81 - $94.77 $605K - $709K
19.6K $1.72M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.68K
+ 16.7%
$115.08 - $119.55 $884K - $918K
53.6K $6.2M
DFS
Discover Financial Services

Financial Services
2.48K
+ 32.3%
$136.3 - $182.67 $339K - $454K
10.2K $1.76M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.35K
+ 7.44%
$113.92 - $127.38 $837K - $936K
106K $12.2M
DLR
Digital Realty Trust, Inc.

Real Estate
2.75K
+ 23.48%
$156.46 - $195.69 $431K - $539K
14.5K $2.57M
KT
Kt Corp

Communication Services
43.2K
New
$14.79 - $18.29 $639K - $790K
43.2K $670K
TRV
Travelers Companies, Inc.

Financial Services
2.63K
+ 53.86%
$225.97 - $266.66 $595K - $702K
7.52K $1.81M
BSX
Boston Scientific Corp

Healthcare
5.77K
+ 21.06%
$83.62 - $91.5 $482K - $528K
33.2K $2.96M
IWM
Ishares Russell 2000 ETF

ETFs
2.96K
+ 5.17%
$216.13 - $242.4 $640K - $718K
60.3K $13.3M
ENB
Enbridge Inc

Energy
13.7K
+ 33.81%
$40.4 - $43.92 $553K - $601K
54.1K $2.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.54K
+ 73.99%
$100.22 - $100.73 $656K - $659K
15.4K $1.54M
JCI
Johnson Controls International PLC

Industrials
7.14K
+ 10.79%
$74.23 - $86.6 $530K - $619K
73.4K $5.79M
BROS
Dutch Bros Inc.

Consumer Cyclical
1.7K
+ 6.3%
$30.72 - $55.82 $52.1K - $94.7K
28.6K $1.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
25.8K
+ 25.34%
$31.23 - $33.51 $807K - $866K
128K $4.02M
MTD
Mettler Toledo International Inc

Healthcare
556
+ 251.58%
$1160.67 - $1498.12 $645K - $833K
777 $950K
STRL
Sterling Construction CO Inc

Industrials
3.64K
New
$142.94 - $199.03 $521K - $725K
3.64K $613K
HES
Hess Corp

Energy
4.89K
+ 34.1%
$127.66 - $148.65 $624K - $727K
19.2K $2.56M
FLMI
Franklin Dynamic Municipal Bon

ETFs
30.7K
+ 12.09%
$24.42 - $25.06 $750K - $770K
285K $6.96M
FSMD
Fidelity Covington Tr Small Mi

ETFs
14.7K
+ 101.85%
$40.75 - $44.85 $600K - $660K
29.2K $1.2M
FDLO
Fidelity Covington Tr Low Vola

ETFs
10.1K
+ 97.79%
$60.24 - $63.08 $607K - $635K
20.4K $1.23M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.18K
New
$180.39 - $205.43 $574K - $654K
3.18K $603K
IAK
Ishares Tr

ETFs
4.82K
+ 121.63%
$123.78 - $138.16 $596K - $666K
8.78K $1.11M
PPC
Pilgrims Pride Corp

Consumer Defensive
13.1K
New
$43.57 - $53.82 $573K - $707K
13.1K $596K
SPGI
S&P Global Inc.

Financial Services
1.95K
+ 9.6%
$480.36 - $529.17 $935K - $1.03M
22.2K $11.1M
IBHE
Ishares Ibonds 2025 Term High

ETFs
25.6K
+ 22.95%
$23.08 - $23.28 $590K - $595K
137K $3.18M
KIE
Spdr S&P Insurance ETF

ETFs
10.3K
New
$55.65 - $62.03 $571K - $637K
10.3K $580K
VXF
Vanguard Extended Market ETF

ETFs
2.58K
+ 26.44%
$179.17 - $207.15 $462K - $534K
12.3K $2.34M
GWW
W.W. Grainger, Inc.

Industrials
473
+ 11.12%
$1023.06 - $1220.93 $484K - $577K
4.73K $4.98M
TDVG
T Rowe Price Exchange Traded F

Technology
17.2K
+ 18.14%
$39.51 - $41.92 $681K - $722K
112K $4.44M
CMI
Cummins Inc

Industrials
1.25K
+ 28.14%
$324.93 - $383.42 $407K - $481K
5.71K $1.99M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.5K
+ 10.46%
$49.79 - $51.14 $670K - $688K
142K $7.13M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8.09K
+ 22.44%
$99.2 - $108.47 $803K - $878K
44.2K $4.4M
IYW
Ishares Dj Us Tech ETF

ETFs
2.62K
+ 17.22%
$148.14 - $166.23 $388K - $436K
17.8K $2.84M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
12K
New
$42.8 - $44.98 $516K - $542K
12K $526K
TMUS
T Mobile Us, Inc.

Communication Services
1.28K
+ 7.62%
$206.1 - $246.94 $264K - $316K
18.1K $3.99M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.59K
+ 34.8%
$152.04 - $211.12 $241K - $335K
6.15K $1.25M
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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