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
KMB
Kimberly Clark Corp

Consumer Defensive
5K
+ 19.42%
$130.37 - $146.09 $651K - $730K
30.7K $4.03M
TRFM
ETF Ser Solutions Aam Transfor
7.88K
+ 37.21%
$34.49 - $40.64 $272K - $320K
29K $1.1M
AIT
Applied Industrial Technologies Inc

Industrials
1.53K
New
$220.05 - $280.49 $336K - $429K
1.53K $365K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.96K
New
$129.13 - $198.21 $253K - $388K
1.96K $362K
DXCM
Dexcom Inc

Healthcare
3.57K
+ 47.83%
$65.68 - $81.01 $235K - $290K
11K $859K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
215
+ 7.13%
$1146.59 - $1270.6 $247K - $273K
3.23K $3.83M
ROK
Rockwell Automation, Inc

Industrials
1.25K
New
$264.65 - $302.92 $331K - $379K
1.25K $357K
LMB
Limbach Holdings, Inc.

Industrials
3.08K
+ 36.23%
$73.58 - $104.25 $226K - $321K
11.6K $998K
GILD
Gilead Sciences, Inc.

Healthcare
1.25K
+ 4.43%
$83.95 - $97.9 $105K - $122K
29.4K $2.71M
IGLB
Ishares 10+ Year Investment Gr

ETFs
7.16K
New
$49.36 - $53.72 $353K - $384K
7.16K $353K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
8.96K
+ 8.9%
$54.15 - $58.81 $485K - $527K
110K $5.95M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
20.5K
+ 5.17%
$19.38 - $19.58 $397K - $401K
417K $8.1M
VEEV
Veeva Systems Inc

Healthcare
1.63K
+ 66.02%
$201.81 - $250.45 $330K - $409K
4.11K $863K
IESC
Ies Holdings, Inc.

Industrials
1.69K
New
$196.89 - $309.86 $332K - $523K
1.69K $339K
VIG
Vanguard Dividend Appreciation

ETFs
1.84K
+ 2.92%
N/A
64.9K $11.8M
VRSN
Verisign Inc

Technology
1.62K
New
$176.68 - $206.96 $286K - $335K
1.62K $334K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
29.6K
New
$11.12 - $11.98 $329K - $354K
29.6K $333K
AFL
Aflac Inc

Financial Services
7.34K
+ 14.06%
$100.37 - $115.27 $737K - $846K
59.6K $6.16M
LHX
L3 Harris Technologies, Inc.

Industrials
5.41K
+ 18.32%
$208.94 - $264.22 $1.13M - $1.43M
35K $7.35M
WBD
Warner Bros. Discovery, Inc.

Communication Services
24.7K
+ 101.48%
$7.33 - $12.37 $181K - $305K
49K $520K
CME
Cme Group Inc.

Financial Services
1.2K
+ 33.96%
$221.17 - $246.02 $266K - $295K
4.74K $1.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
24K
+ 12.39%
$44.04 - $49.49 $1.05M - $1.19M
217K $9.57M
XLC
Select Sector Spdr Tr Communic

ETFs
1.79K
+ 8.07%
$89.66 - $102.16 $161K - $183K
24K $2.32M
SWK
Stanley Black & Decker, Inc.

Industrials
5.13K
+ 154.33%
$79.07 - $109.36 $406K - $561K
8.46K $679K
VICI
Vici Properties Inc.

Real Estate
13.5K
+ 67.78%
$28.27 - $33.19 $381K - $448K
33.4K $975K
VV
Vanguard Large Cap ETF

ETFs
460
+ 1.58%
$260.27 - $280.65 $120K - $129K
29.5K $7.97M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
11.7K
+ 43.66%
$26.55 - $26.67 $311K - $312K
38.5K $1.02M
VKTX
Viking Therapeutics, Inc.

Healthcare
7.65K
New
$38.28 - $78.03 $293K - $597K
7.65K $307K
TSN
Tyson Foods, Inc.

Consumer Defensive
5.58K
+ 84.09%
$57.14 - $64.54 $319K - $360K
12.2K $701K
ZBRA
Zebra Technologies Corp

Technology
738
+ 91.56%
$360.09 - $411.94 $266K - $304K
1.54K $596K
VAL
Valaris LTD

Energy
6.72K
New
$40.92 - $56.38 $275K - $379K
6.72K $297K
SSNC
Ss&C Technologies Holdings Inc

Technology
3.74K
+ 43.39%
$69.93 - $77.36 $261K - $289K
12.4K $936K
TXN
Texas Instruments Inc

Technology
1.53K
+ 2.73%
N/A
57.5K $11.2M
AGX
Argan Inc

Industrials
2.15K
New
$100.91 - $160.81 $217K - $346K
2.15K $295K
BKR
Baker Hughes CO

Energy
4.87K
+ 24.86%
$35.98 - $44.88 $175K - $219K
24.5K $1M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
10.7K
New
$26.53 - $28.09 $284K - $301K
10.7K $294K
CW
Curtiss Wright Corp

Industrials
827
New
$335.08 - $389.49 $277K - $322K
827 $293K
EAT
Brinker International, Inc

Consumer Cyclical
730
+ 20.75%
$78.76 - $137.19 $57.5K - $100K
4.25K $561K
CGUS
Capital Group Core Equity ETF
7.98K
+ 42.62%
$33.96 - $36.24 $271K - $289K
26.7K $933K
K
Kellogg CO

Consumer Defensive
3.6K
New
$80.34 - $81.29 $289K - $292K
3.6K $291K
PHG
Koninklijke Philips Nv

Healthcare
11.5K
New
$24.71 - $32.66 $284K - $375K
11.5K $290K
OXY
Occidental Petroleum Corp

Energy
6.21K
+ 62.32%
$45.36 - $55.91 $282K - $347K
16.2K $799K
TDY
Teledyne Technologies Inc

Technology
616
New
$436.59 - $489.24 $269K - $301K
616 $285K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
12.2K
+ 3.96%
$80.93 - $85.66 $986K - $1.04M
320K $25.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
545
+ 5.32%
$264.18 - $304.19 $144K - $166K
10.8K $3.02M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
4.13K
+ 99.23%
$66.67 - $74.08 $275K - $306K
8.29K $563K
VO
Vanguard Mid Cap ETF

ETFs
1.02K
+ 3.02%
$261.5 - $284.63 $267K - $290K
34.8K $9.2M
SHW
Sherwin Williams CO

Basic Materials
1.86K
+ 21.95%
$338.75 - $399.71 $631K - $745K
10.4K $3.52M
CCL
Carnival Corp

Consumer Cyclical
5.84K
+ 28.21%
$17.34 - $26.8 $101K - $156K
26.5K $661K
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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