Kestra Private Wealth Services

Latest statistics and disclosures from Kestra Private Wealth Services's latest quarterly 13F-HR filing:

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Positions held by KESTRA PRIVATE WEALTH SERVICES, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kestra Private Wealth Services

Companies in the Kestra Private Wealth Services portfolio as of the December 2020 quarterly 13F filing

Kestra Private Wealth Services has 737 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.4 $100M +2% 750k 133.72
Amazon (AMZN) 3.9 $53M +9% 16k 3285.86
Microsoft Corporation (MSFT) 2.3 $31M +8% 139k 221.68
First Tr Value Line Divid In SHS (FVD) 1.7 $23M 661k 34.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $20M 87k 229.65
Facebook Cl A (FB) 1.3 $18M 67k 271.87
Visa Com Cl A (V) 1.1 $15M +5% 66k 218.35
Costco Wholesale Corporation (COST) 1.0 $13M +3% 35k 374.45
Ishares Tr Core S&p500 Etf (IVV) 0.9 $13M +26% 34k 373.29
JPMorgan Chase & Co. (JPM) 0.9 $12M 99k 125.36
Walt Disney Company (DIS) 0.9 $12M +2% 67k 181.17
Alphabet Cap Stk Cl A (GOOGL) 0.9 $12M +5% 6.8k 1736.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $11M +4% 32k 341.85
Johnson & Johnson (JNJ) 0.8 $11M +3% 69k 156.06

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Ishares Tr Core Div Grwth (DGRO) 0.8 $11M +49% 241k 44.45
Nexpoint Strategic Opportes Com New (NHF) 0.8 $11M -34% 1.0M 10.57
Verizon Communications (VZ) 0.8 $10M +2% 178k 58.14
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $10M +81% 86k 118.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $10M +19% 52k 193.76
Procter & Gamble Company (PG) 0.7 $10M +3% 73k 137.77
Tesla Motors (TSLA) 0.7 $9.2M 13k 694.75
Home Depot (HD) 0.7 $9.2M +3% 35k 265.25
Amgen (AMGN) 0.6 $8.7M +16% 38k 227.17
Spdr Gold Tr Gold Shs (GLD) 0.6 $8.5M -18% 48k 177.70
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $8.5M +8% 103k 82.86
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $8.2M +6% 90k 91.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $8.1M +2% 22k 371.98
Lockheed Martin Corporation (LMT) 0.6 $7.9M 22k 354.18
Nike CL B (NKE) 0.6 $7.7M +2% 55k 141.57
At&t (T) 0.5 $7.4M 261k 28.49
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $7.3M +392% 119k 61.62
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $7.3M -24% 109k 67.29
Bank of America Corporation (BAC) 0.5 $7.3M +5% 243k 29.98
NVIDIA Corporation (NVDA) 0.5 $7.0M 13k 525.81
Ishares Tr Ibonds Dec21 Etf (IBDM) 0.5 $6.8M +8% 275k 24.89
Cisco Systems (CSCO) 0.5 $6.8M +29% 153k 44.48
McDonald's Corporation (MCD) 0.5 $6.8M +3% 32k 211.56
Merck & Co (MRK) 0.5 $6.8M 84k 80.60
United Parcel Service CL B (UPS) 0.5 $6.7M +11% 41k 166.24
Ishares Tr Barclays 7 10 Yr (IEF) 0.5 $6.7M -13% 56k 119.86
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.5 $6.7M 167k 40.16
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.5 $6.7M -26% 122k 54.69
Pfizer (PFE) 0.5 $6.4M +6% 174k 36.74
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.5 $6.3M -21% 94k 67.05
Alphabet Cap Stk Cl C (GOOG) 0.5 $6.2M +6% 3.6k 1739.76
Boeing Company (BA) 0.5 $6.2M 29k 216.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $6.1M -10% 20k 312.94
Ishares Tr Blackrock Ultra (ICSH) 0.4 $6.0M -9% 119k 50.52
Abbvie (ABBV) 0.4 $5.9M 56k 105.26
Mastercard Incorporated Cl A (MA) 0.4 $5.9M +14% 17k 355.55
Netflix (NFLX) 0.4 $5.8M +5% 11k 524.56
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $5.7M +13% 25k 229.66
Aurinia Pharmaceuticals (AUPH) 0.4 $5.7M +35% 406k 13.96
Alpha Architect Etf Tr Merlyn Ai Bull (WIZ) 0.4 $5.6M NEW 168k 33.33
Cohen & Steers Slt Pfd Incm (PSF) 0.4 $5.5M 201k 27.60
First Tr Exchange-traded Dj Internt Idx (FDN) 0.4 $5.5M -15% 26k 212.89
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $5.5M +12% 23k 238.38
salesforce (CRM) 0.4 $5.3M +20% 24k 222.41
Starbucks Corporation (SBUX) 0.4 $5.3M +6% 50k 105.96
Dominion Energy Unit 99/99/9999 (DCUE) 0.4 $5.3M +6% 54k 98.88
Pepsi (PEP) 0.4 $5.2M 36k 147.30
Wal-Mart Stores (WMT) 0.4 $5.2M +14% 36k 144.18
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $5.2M +3% 37k 140.20
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $5.1M +305% 80k 63.57
Chevron Corporation (CVX) 0.4 $5.1M +30% 59k 85.32
Qualcomm (QCOM) 0.4 $5.1M 34k 149.96
Abbott Laboratories (ABT) 0.4 $5.0M 46k 108.44
Female Health (VERU) 0.4 $5.0M -4% 583k 8.60
Intel Corporation (INTC) 0.4 $4.8M +3% 99k 48.75
Broadcom (AVGO) 0.4 $4.8M -3% 11k 434.85
Coca-Cola Company (KO) 0.3 $4.7M +3% 86k 54.44
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.3 $4.7M -27% 48k 96.56
Union Pacific Corporation (UNP) 0.3 $4.6M +6% 23k 205.96
Altria (MO) 0.3 $4.5M +17% 112k 40.74
Southern Unit 08/01/2022 (SOLN) 0.3 $4.5M +4% 89k 51.12
Ishares Tr Msci Eafe Etf (EFA) 0.3 $4.5M +13% 61k 73.52
Northrop Grumman Corporation (NOC) 0.3 $4.2M -12% 14k 302.60
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $4.2M NEW 125k 34.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $4.2M +64% 69k 61.77
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $4.2M +46% 205k 20.23
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.3 $4.0M 154k 25.97
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $4.0M +154% 12k 324.52
Exxon Mobil Corporation (XOM) 0.3 $4.0M +16% 96k 41.60
CVS Caremark Corporation (CVS) 0.3 $3.9M +17% 58k 67.75
Twilio Cl A (TWLO) 0.3 $3.9M +11% 11k 349.53
Alpha Architect Etf Tr Merlyn Ai Etf (SNUG) 0.3 $3.9M NEW 141k 27.41
Bristol Myers Squibb (BMY) 0.3 $3.8M 62k 61.92
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $3.8M +2% 44k 85.87
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $3.7M +9% 45k 83.25
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.3 $3.7M 109k 33.74
UnitedHealth (UNH) 0.3 $3.7M +2% 11k 345.02
Caterpillar (CAT) 0.3 $3.7M 20k 180.02
Advanced Micro Devices (AMD) 0.3 $3.4M +28% 37k 92.30
Paypal Holdings (PYPL) 0.3 $3.4M +26% 15k 231.54
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.2 $3.3M NEW 28k 119.23
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $3.2M +32% 16k 206.32
First Tr Stoxx European Sele Common Shs (FDD) 0.2 $3.2M NEW 246k 13.07
Honeywell International (HON) 0.2 $3.2M +8% 15k 210.96
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB) 0.2 $3.2M NEW 55k 58.00
Highland Global mf closed and mf open (HGLB) 0.2 $3.1M -20% 483k 6.52
Kimberly-Clark Corporation (KMB) 0.2 $3.1M +49% 24k 133.15
Ishares Tr Core Msci Eafe (IEFA) 0.2 $3.1M -8% 45k 69.71
International Business Machines (IBM) 0.2 $3.1M +62% 25k 124.36
Vanguard Index Fds Growth Etf (VUG) 0.2 $3.1M +44% 12k 252.90
Medtronic SHS (MDT) 0.2 $3.1M 27k 115.62
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $3.1M +10% 19k 161.11
Select Sector Spdr Tr Technology (XLK) 0.2 $3.1M -7% 24k 129.81
Zoetis Cl A (ZTS) 0.2 $3.1M +8% 19k 164.26
Ark Etf Tr Innovation Etf (ARKK) 0.2 $3.1M +40% 24k 127.08
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $3.1M -4% 18k 169.24
Square Cl A (SQ) 0.2 $3.0M +6% 14k 221.03
Goldman Sachs (GS) 0.2 $3.0M 12k 259.44
Nextera Energy (NEE) 0.2 $3.0M +264% 40k 75.90
Shopify Cl A (SHOP) 0.2 $3.0M +6% 2.6k 1163.14
Lowe's Companies (LOW) 0.2 $3.0M -2% 19k 160.55
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $3.0M 35k 84.13
Wynn Resorts (WYNN) 0.2 $3.0M +532% 26k 113.39
AutoZone (AZO) 0.2 $2.9M +10% 2.5k 1176.02
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.2 $2.9M +11% 52k 54.40
Eli Lilly & Co. (LLY) 0.2 $2.8M +7% 17k 167.00
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $2.8M +35% 27k 104.46
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $2.8M -6% 90k 31.06
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $2.8M +9% 51k 55.14
Vanguard Index Fds Value Etf (VTV) 0.2 $2.8M +29% 24k 117.94
Target Corporation (TGT) 0.2 $2.7M +7% 16k 173.85
Adobe Systems Incorporated (ADBE) 0.2 $2.7M +32% 5.4k 497.41
Timberland Ban (TSBK) 0.2 $2.7M 108k 24.83
Accenture Plc Ireland Shs Class A (ACN) 0.2 $2.6M +8% 10k 257.55
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $2.6M +41% 43k 60.02
American Elec Pwr Unit 08/01/2021 (AEPPL) 0.2 $2.5M +4% 51k 49.00
Blackstone Group Com Cl A (BX) 0.2 $2.5M +35% 39k 64.71
Ishares Core Msci Emkt (IEMG) 0.2 $2.5M 40k 62.09
General Electric Company (GE) 0.2 $2.5M -4% 231k 10.71
Marinus Pharmaceuticals Com New (MRNS) 0.2 $2.5M NEW 200k 12.33
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.2 $2.4M NEW 36k 69.01
Dbx Etf Tr Xtrack Msci Emrg (DBEM) 0.2 $2.4M +2% 87k 27.63
Comcast Corp Cl A (CMCSA) 0.2 $2.4M +4% 47k 51.21
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $2.4M +50% 27k 87.21
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $2.4M +3% 14k 164.91
Cymabay Therapeutics (CBAY) 0.2 $2.4M +33% 401k 5.88
Diageo Spon Adr New (DEO) 0.2 $2.4M +749% 15k 161.80
Osi Etf Tr Oshares Eur Qlt (OEUR) 0.2 $2.3M +485% 94k 24.95
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.2 $2.3M +7% 52k 45.20
Ishares Tr Tips Bd Etf (TIP) 0.2 $2.3M -4% 18k 127.36
Crowdstrike Hldgs Cl A (CRWD) 0.2 $2.3M +317% 11k 210.26
Duke Energy Corp Com New (DUK) 0.2 $2.3M -9% 26k 90.57
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $2.3M +2% 22k 105.37
Garmin SHS (GRMN) 0.2 $2.2M +15% 18k 119.52
Gilead Sciences (GILD) 0.2 $2.2M +71% 38k 56.65
American Express Company (AXP) 0.2 $2.2M -7% 18k 119.40
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $2.1M NEW 15k 138.13
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $2.1M +16% 44k 47.52
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.2 $2.1M -7% 54k 38.64
Dex (DXCM) 0.2 $2.1M NEW 5.7k 362.86
Twitter (TWTR) 0.2 $2.1M 38k 54.34
Draftkings Com Cl A (DKNG) 0.2 $2.1M +122% 42k 48.94
Stoneco Com Cl A (STNE) 0.2 $2.0M 25k 83.22
Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.0M +14% 10k 196.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.0M 8.4k 240.59
Franklin Unvl Tr Sh Ben Int (FT) 0.1 $2.0M +4% 272k 7.40
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $2.0M +34% 28k 71.60
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $2.0M +102% 39k 50.78
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $2.0M 32k 61.96
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.0M +41% 22k 90.72
Waste Management (WM) 0.1 $2.0M +2% 17k 116.95
Thermo Fisher Scientific (TMO) 0.1 $2.0M +84% 4.2k 461.67
Citigroup Com New (C) 0.1 $1.9M -3% 32k 60.87
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $1.9M +23% 48k 40.53
Texas Instruments Incorporated (TXN) 0.1 $1.9M +57% 12k 162.69
FLIR Systems (FLIR) 0.1 $1.9M 44k 43.81
C H Robinson Worldwide Com New (CHRW) 0.1 $1.9M 20k 93.05
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $1.9M -4% 75k 25.18
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.8M +76% 11k 174.97
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.8M -4% 9.5k 194.80
Southwest Airlines (LUV) 0.1 $1.8M -11% 40k 46.40
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $1.8M +20% 36k 51.64
Eaton Corp SHS (ETN) 0.1 $1.8M +46% 15k 119.31
Chubb (CB) 0.1 $1.8M +3% 12k 151.95
Penn National Gaming (PENN) 0.1 $1.8M 21k 87.11
Ford Motor Company (F) 0.1 $1.8M +7% 205k 8.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.8M +155% 21k 88.06
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $1.8M -24% 61k 29.12
Clorox Company (CLX) 0.1 $1.8M -7% 8.7k 201.05
Palo Alto Networks (PANW) 0.1 $1.8M +8% 4.9k 355.69
Raytheon Technologies Corp (RTX) 0.1 $1.7M +4% 24k 71.36
Wells Fargo & Company (WFC) 0.1 $1.7M -26% 57k 29.75
Intercontinental Exchange (ICE) 0.1 $1.7M +21% 15k 113.15
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.7M +4% 21k 79.28
3M Company (MMM) 0.1 $1.6M +5% 9.4k 174.10
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.6M 14k 118.08
Magna Intl Inc cl a (MGA) 0.1 $1.6M +8% 22k 71.96
Charles River Laboratories (CRL) 0.1 $1.6M 6.5k 248.57
Chewy Cl A (CHWY) 0.1 $1.6M +22% 17k 92.35
FedEx Corporation (FDX) 0.1 $1.6M 6.1k 259.96
Cohen & Steers infrastucture Fund (UTF) 0.1 $1.6M 60k 25.78
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.6M +4% 14k 108.93
Western Asset Mrtg Defined Oppn Fund (DMO) 0.1 $1.5M -18% 110k 14.05
American Electric Power Company (AEP) 0.1 $1.5M +2% 19k 81.52
Lululemon Athletica (LULU) 0.1 $1.5M +20% 4.3k 350.75
Constellation Brands Cl A (STZ) 0.1 $1.5M +2% 6.8k 218.29
Unilever Spon Adr New (UL) 0.1 $1.5M +202% 24k 60.89
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $1.5M +33% 25k 57.30
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $1.5M -3% 65k 22.25
General Dynamics Corporation (GD) 0.1 $1.4M +3% 9.7k 148.30
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.4M -51% 10k 138.10
Wec Energy Group (WEC) 0.1 $1.4M 16k 90.54
Novartis Sponsored Adr (NVS) 0.1 $1.4M +182% 15k 94.39
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $1.4M +83% 29k 48.75
Palantir Technologies Cl A (PLTR) 0.1 $1.4M NEW 57k 25.10
BP Sponsored Adr (BP) 0.1 $1.4M +6% 67k 21.03
Walgreen Boots Alliance (WBA) 0.1 $1.4M NEW 35k 39.34
ConocoPhillips (COP) 0.1 $1.4M +9% 34k 40.01
Deere & Company (DE) 0.1 $1.3M +11% 5.1k 266.19
Automatic Data Processing (ADP) 0.1 $1.3M +23% 7.8k 173.76
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $1.3M -71% 26k 51.52
Ishares Tr Msci Usa Value (VLUE) 0.1 $1.3M -14% 15k 86.10
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.3M -11% 20k 66.99
Ishares Silver Tr Ishares (SLV) 0.1 $1.3M -35% 53k 24.76
Yeti Hldgs (YETI) 0.1 $1.3M -3% 19k 68.17
BlackRock (BLK) 0.1 $1.3M +81% 1.8k 709.32
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $1.3M -66% 15k 82.85
First Tr Exchng Traded Fd Vi Alt Abslt Strg (FAAR) 0.1 $1.3M -6% 47k 27.08
Select Sector Spdr Tr Energy (XLE) 0.1 $1.3M +43% 33k 38.21
PNC Financial Services (PNC) 0.1 $1.3M +24% 8.6k 146.87
TJX Companies (TJX) 0.1 $1.3M 18k 68.28
Bce Com New (BCE) 0.1 $1.2M 29k 42.78
MetLife (MET) 0.1 $1.2M -5% 27k 46.41
Anthem (ANTM) 0.1 $1.2M +30% 4.0k 314.14
Yum! Brands (YUM) 0.1 $1.2M 11k 109.47
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.1 $1.2M +15% 345k 3.53
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.1 $1.2M -7% 27k 45.24
Oracle Corporation (ORCL) 0.1 $1.2M 19k 64.38
Truist Financial Corp equities (TFC) 0.1 $1.2M 25k 47.35
Morgan Stanley Com New (MS) 0.1 $1.2M +75% 18k 67.82
Discover Financial Services (DFS) 0.1 $1.2M -5% 13k 89.32
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $1.2M +62% 27k 44.33
Stone Hbr Emerg Mrkts (EDF) 0.1 $1.2M +125% 148k 8.03
Micron Technology (MU) 0.1 $1.2M -4% 17k 71.95
Cognizant Technology Solutio Cl A (CTSH) 0.1 $1.2M +64% 15k 81.04
Public Service Enterprise (PEG) 0.1 $1.2M +3% 21k 57.36
Cohen & Steers Quality Income Realty (RQI) 0.1 $1.2M -3% 96k 12.19
Stryker Corporation (SYK) 0.1 $1.2M 4.8k 242.01
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $1.2M +28% 28k 41.71
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $1.2M +14% 12k 95.33
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $1.2M +40% 20k 58.51
PPG Industries (PPG) 0.1 $1.1M +54% 8.0k 143.25
Fs Kkr Capital Corp (FSK) 0.1 $1.1M +14% 68k 16.41
Ishares Tr Ibonds Dec2021 (IBMJ) 0.1 $1.1M +6% 43k 25.78
T. Rowe Price (TROW) 0.1 $1.1M NEW 7.3k 149.56
Prospect Capital Corporation (PSEC) 0.1 $1.1M 199k 5.47

Past Filings by Kestra Private Wealth Services

SEC 13F filings are viewable for Kestra Private Wealth Services going back to 2020