Kestra Private Wealth Services, LLC Options Holdings

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$6.06 Million
10.1K
Q3 2025
New holding
JPM
Jpmorgan Chase & CO

Financial Services
PUT
$1.26 Million
4K
Q3 2025
New holding
NVDA
Nvidia Corp

Technology
CALL
$1.6 Million
8.6K
Q3 2025
Reduced 19.63%
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
CALL
$573,000
7.5K
Q3 2025
Reduced 75.0%
GLD
Spdr Gold Trust

ETFs
CALL
$639,000
1.8K
Q3 2025
New holding
PLTR
Palantir Technologies Inc.

Technology
CALL
$820,000
4.5K
Q3 2025
Added 80.0%
KWEB
Kraneshares Tr Csi China Inter

ETFs
CALL
$420,000
10K
Q3 2025
New holding
BABA
Alibaba Group Holding LTD

Consumer Cyclical
CALL
$625,000
3.5K
Q3 2025
New holding
PWB
Invesco Exchange Traded Fd Tr

ETFs
CALL
$739,000
5.89K
Q3 2025
New holding
SLV
I Shares Silver Trust

ETFs
CALL
$211,000
5K
Q3 2025
Reduced 75.0%

Summary

  • Portfolio
  • No. of Stocks 1,667
  • Current Value $7.16 Billion
  • Prior Value $6.57 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 157 stocks
  • Additional Purchases 787 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 643 stocks
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email