Kestra Private Wealth Services, LLC Purchases in Q2 2025

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WDC
Western Digital Corp

Technology
1.14K
+ 15.87%
$30.54 - $63.99 $34.9K - $73.2K
8.35K $534K
MSI
Motorola Solutions, Inc.

Technology
649
+ 33.71%
$394.72 - $440.39 $256K - $286K
2.57K $1.08M
VTHR
Vanguard Russell 3000 ETF

ETFs
883
New
$218.71 - $272.75 $193K - $241K
883 $240K
RODM
Hartford Multifactor Developed

ETFs
6.99K
New
$28.23 - $34.22 $197K - $239K
6.99K $238K
AFSM
First Tr Exchange Traded Fd Vi

ETFs
7.95K
New
$24.81 - $29.88 $197K - $238K
7.95K $237K
GH
Guardant Health, Inc.

Healthcare
4.54K
New
$37.05 - $52.04 $168K - $236K
4.54K $236K
RVT
Royce Value Trust, Inc.

Financial Services
15K
+ 115.94%
$12.5 - $15.21 $188K - $228K
27.9K $420K
ARES
Ares Management Corp

Financial Services
1.36K
New
$118.04 - $175.83 $160K - $239K
1.36K $235K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
12.7K
+ 5.17%
$14.97 - $16.79 $191K - $214K
259K $4.33M
MTZ
Mastec Inc

Industrials
1.37K
New
$106.07 - $171.99 $146K - $236K
1.37K $234K
IBMP
Ishares Tr Ibonds December 202

ETFs
9.03K
New
$24.98 - $25.35 $226K - $229K
9.03K $228K
USCI
United States Commodity Index Funds Trust

ETFs
3.12K
New
$65.22 - $76.24 $204K - $238K
3.12K $228K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.42K
New
$53.75 - $67.21 $184K - $230K
3.42K $226K
FNDF
Schwab Fundamental Intl Large

ETFs
2.83K
+ 9.67%
$32.25 - $40.02 $91.1K - $113K
32K $1.28M
WY
Weyerhaeuser CO

Real Estate
8.72K
New
$24.69 - $29.48 $215K - $257K
8.72K $224K
FLEE
Franklin Templeton ETF Tr

ETFs
6.63K
New
$27.51 - $34.48 $183K - $229K
6.63K $222K
TEX
Terex Corp

Industrials
4.77K
New
$32.21 - $48.33 $153K - $230K
4.77K $222K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.06K
+ 20.12%
$58.41 - $72.69 $120K - $150K
12.3K $893K
JXN
Jackson Financial Inc.

Financial Services
2.01K
+ 24.84%
$70.35 - $89.5 $141K - $180K
10.1K $895K
MGNI
Magnite, Inc.

Communication Services
8.87K
New
$9.0 - $24.12 $79.9K - $214K
8.87K $214K
EXEL
Exelixis, Inc.

Healthcare
4.83K
New
$34.13 - $46.26 $165K - $224K
4.83K $213K
FTC
First Tr Lge Cap Growth

ETFs
591
+ 9.29%
$116.97 - $150.97 $69.1K - $89.2K
6.96K $1.05M
JHMD
John Hancock ETF Tr Multifacto

ETFs
5.58K
New
$31.34 - $38.59 $175K - $215K
5.58K $213K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
60
+ 0.21%
$62.73 - $78.42 $3.76K - $4.71K
28.6K $2.22M
TXT
Textron Inc

Industrials
2.65K
New
$60.72 - $80.34 $161K - $213K
2.65K $212K
MLPA
Global X Mlp ETF

ETFs
4.2K
New
$46.47 - $54.16 $195K - $227K
4.2K $210K
PAVE
Global X Fds Us Infrastructure

ETFs
1.02K
+ 3.61%
$33.78 - $43.68 $34.6K - $44.7K
29.4K $1.28M
PI
Impinj Inc

Technology
1.9K
New
$62.54 - $125.05 $119K - $237K
1.9K $210K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
2.16K
New
$74.67 - $97.29 $161K - $210K
2.16K $209K
NTRA
Natera, Inc.

Healthcare
1.23K
New
$132.23 - $171.87 $163K - $212K
1.23K $208K
PCAR
Paccar Inc

Industrials
2.2K
New
$86.4 - $99.09 $190K - $218K
2.2K $208K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
2.48K
+ 2.52%
$47.97 - $54.0 $119K - $134K
101K $5.44M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
8.56K
+ 89.44%
$22.15 - $23.69 $190K - $203K
18.1K $429K
DFAI
Dimensional ETF Tr

ETFs
5.98K
New
$28.02 - $34.71 $168K - $207K
5.98K $206K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.07K
+ 6.93%
$50.1 - $51.02 $204K - $208K
62.8K $3.21M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
3.7K
+ 26.43%
$39.59 - $44.69 $146K - $165K
17.7K $791K
SPSB
Spdr Portfolio Short Term Corp

ETFs
6.54K
+ 7.99%
$29.82 - $30.19 $195K - $197K
88.4K $2.67M
UNFI
United Natural Foods Inc

Consumer Defensive
8.82K
New
$21.3 - $31.55 $188K - $278K
8.82K $205K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.03K
New
$24.88 - $25.41 $200K - $204K
8.03K $204K
AFL
Aflac Inc

Financial Services
4.96K
+ 8.83%
$99.77 - $112.45 $495K - $558K
61.1K $6.44M
MMLG
First Tr Exc Viii First Multi

Technology
1.21K
+ 4.75%
$24.32 - $33.64 $29.3K - $40.6K
26.6K $894K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4.64K
New
$34.78 - $43.42 $162K - $202K
4.64K $201K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
3.38K
New
$47.63 - $60.01 $161K - $203K
3.38K $201K
EBAY
Ebay Inc

Consumer Cyclical
1.86K
+ 20.32%
$59.52 - $79.36 $111K - $148K
11K $819K
RACE
Ferrari N.V.

Consumer Cyclical
41
+ 1.43%
$397.86 - $499.02 $16.3K - $20.5K
2.92K $1.43M
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.47K
+ 15.81%
$49.07 - $59.23 $121K - $146K
18.1K $1.07M
ROP
Roper Technologies Inc

Industrials
372
+ 61.9%
$519.19 - $590.78 $193K - $220K
973 $551K
VLO
Valero Energy Corp

Energy
1.05K
+ 4.7%
$104.69 - $141.77 $110K - $149K
23.5K $3.15M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.18K
+ 36.56%
$22.68 - $23.28 $186K - $191K
30.6K $710K
Activity Summary
Buys All Purchases 1001 New Holdings 187 Increased Positions 814 Sells All Sells 542 Reductions 542 Sold out 0 Options Calls 6 Puts 0
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