Kestra Private Wealth Services, LLC New Holdings in Q4 2024

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGX
Argan Inc

Industrials
2.15K
New
$100.91 - $160.81 $217K - $346K
2.15K $295K
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
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
TDY
Teledyne Technologies Inc

Technology
616
New
$436.59 - $489.24 $269K - $301K
616 $285K
AIZ
Assurant, Inc.

Financial Services
1.29K
New
$186.6 - $228.68 $240K - $294K
1.29K $273K
CF
Cf Industries Holdings, Inc.

Basic Materials
3.2K
New
$81.39 - $94.14 $260K - $301K
3.2K $272K
HAE
Haemonetics Corp

Healthcare
3.47K
New
$71.16 - $93.38 $247K - $324K
3.47K $270K
IXJ
Ishares Global Healthcare ETF

ETFs
3.12K
New
$85.65 - $98.34 $267K - $307K
3.12K $268K
DDOG
Datadog, Inc.

Technology
1.8K
New
$113.98 - $168.65 $206K - $304K
1.8K $257K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1.97K
New
$128.97 - $141.41 $254K - $279K
1.97K $257K
TKNO
Alpha Teknova, Inc.

Healthcare
30.8K
New
$4.55 - $8.97 $140K - $277K
30.8K $257K
EVRG
Evergy, Inc.

Utilities
4.17K
New
$59.06 - $65.0 $246K - $271K
4.17K $256K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.9K
New
$23.29 - $23.93 $253K - $260K
10.9K $255K
KEY
Keycorp

Financial Services
14.7K
New
$16.21 - $19.97 $239K - $294K
14.7K $252K
TBUX
T Rowe Price Exchange Traded F

ETFs
5.02K
New
$49.52 - $49.88 $249K - $250K
5.02K $248K
SKYX
Skyx Platforms Corp.

Industrials
212K
New
$0.82 - $1.41 $173K - $298K
212K $247K
TTWO
Take Two Interactive Software Inc

Communication Services
1.34K
New
$147.66 - $190.46 $198K - $255K
1.34K $246K
CVNA
Carvana Co.

Consumer Cyclical
1.19K
New
$175.8 - $260.8 $208K - $309K
1.19K $241K
JBHT
Hunt J B Transport Services Inc

Industrials
1.41K
New
$164.22 - $197.19 $231K - $277K
1.41K $239K
DTM
Dt Midstream, Inc.

Energy
2.41K
New
$78.85 - $108.56 $190K - $262K
2.41K $239K
LNC
Lincoln National Corp

Financial Services
7.51K
New
$30.46 - $36.84 $229K - $277K
7.51K $238K
VCV
Invesco California Value Municipal Income Trust

Financial Services
21.5K
New
$10.06 - $10.97 $216K - $236K
21.5K $235K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.42K
New
$97.29 - $122.68 $235K - $296K
2.42K $235K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.73K
New
$49.74 - $50.43 $235K - $239K
4.73K $235K
RL
Ralph Lauren Corp

Consumer Cyclical
1K
New
$192.23 - $233.41 $193K - $234K
1K $231K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
6.22K
New
$29.11 - $41.59 $181K - $258K
6.22K $230K
AVY
Avery Dennison Corp

Industrials
1.23K
New
$186.26 - $220.48 $229K - $271K
1.23K $229K
BLDR
Builders First Source, Inc.

Industrials
1.6K
New
$142.93 - $198.25 $229K - $317K
1.6K $228K
RRC
Range Resources Corp

Energy
6.3K
New
$29.77 - $36.41 $188K - $230K
6.3K $226K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.22K
New
$146.47 - $191.01 $178K - $232K
1.22K $226K
BNTX
Bio N Tech Se

Healthcare
1.98K
New
$99.72 - $122.68 $198K - $243K
1.98K $225K
SEIC
Sei Investments CO

Financial Services
2.73K
New
$69.36 - $86.58 $189K - $236K
2.73K $225K
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.86K
New
$60.57 - $82.2 $173K - $235K
2.86K $220K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.54K
New
$47.77 - $51.75 $217K - $235K
4.54K $219K
OVV
Ovintiv Inc.

Energy
5.26K
New
$37.74 - $46.71 $198K - $245K
5.26K $212K
PBP
Invesco Exchange Traded Fd Tr

ETFs
8.79K
New
$22.51 - $23.75 $198K - $209K
8.79K $207K
EWC
Ishares Msci Canada ETF

ETFs
5.14K
New
$39.64 - $43.28 $204K - $222K
5.14K $207K
SIGI
Selective Insurance Group Inc

Financial Services
2.21K
New
$90.05 - $102.09 $199K - $225K
2.21K $206K
IBN
Icici Bank LTD

Financial Services
6.92K
New
$28.69 - $31.9 $199K - $221K
6.92K $206K
XPO
Xpo Logistics, Inc.

Industrials
1.53K
New
$105.35 - $158.2 $162K - $243K
1.53K $201K
HXL
Hexcel Corp

Industrials
3.2K
New
$58.56 - $65.31 $188K - $209K
3.2K $200K
NWL
Newell Brands Inc.

Consumer Defensive
19.5K
New
$7.18 - $11.63 $140K - $227K
19.5K $194K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
21.5K
New
$8.36 - $8.71 $180K - $187K
21.5K $180K
PR
Permian Resources Corporation

Energy
12.5K
New
$13.41 - $16.21 $168K - $203K
12.5K $180K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4.29K
New
N/A
4.29K $174K
RANI
Rani Therapeutics Holdings, Inc.

Healthcare
120K
New
$1.3 - $3.18 $156K - $380K
120K $163K
SSP
E.W. Scripps CO

Communication Services
70.6K
New
$1.73 - $3.52 $122K - $249K
70.6K $156K
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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