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
SKYW
Skywest Inc

Industrials
825
+ 20.95%
$79.41 - $103.84 $65.5K - $85.7K
4.76K $490K
CRL
Charles River Laboratories International, Inc.

Healthcare
943
+ 48.89%
$99.75 - $151.89 $94.1K - $143K
2.87K $435K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
3.95K
+ 37.78%
$21.8 - $27.71 $86.1K - $109K
14.4K $396K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.44K
+ 13.35%
$102.02 - $103.5 $147K - $149K
12.3K $1.26M
DTM
Dt Midstream, Inc.

Energy
749
+ 16.79%
$87.23 - $109.91 $65.3K - $82.3K
5.21K $572K
HESM
Hess Midstream LP

Energy
6.06K
+ 25.05%
$35.23 - $42.89 $214K - $260K
30.3K $1.17M
HYG
Ishares Tr

ETFs
513
+ 0.9%
$75.75 - $80.65 $38.9K - $41.4K
57.4K $4.63M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6
+ 0.01%
$29.12 - $35.84 $175 - $215
49.5K $1.77M
PAGP
Plains Gp Holdings LP

Energy
9.95K
+ 36.4%
$17.24 - $21.61 $172K - $215K
37.3K $724K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.71K
+ 14.09%
$50.52 - $50.92 $137K - $138K
21.9K $1.12M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
3.12K
+ 5.6%
$15.5 - $20.28 $48.4K - $63.3K
58.9K $1.19M
FINV
Fin Volution Group

Financial Services
14.4K
New
$7.03 - $10.11 $101K - $146K
14.4K $136K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.55K
+ 32.18%
$145.91 - $168.0 $225K - $260K
6.35K $939K
VERV
Verve Therapeutics, Inc.

Healthcare
12K
New
$2.97 - $11.38 $35.6K - $137K
12K $134K
EEM
Ishares Msci Emerging Markets

ETFs
286
+ 1.09%
$38.52 - $48.28 $11K - $13.8K
26.6K $1.28M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
16.2K
+ 17.51%
$8.43 - $8.77 $136K - $142K
109K $943K
FLIN
Franklin Templeton ETF Tr

ETFs
2.42K
+ 21.42%
$35.01 - $39.98 $84.9K - $96.9K
13.7K $547K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
2.5K
+ 20.32%
$16.58 - $24.56 $41.4K - $61.4K
14.8K $363K
LDOS
Leidos Holdings, Inc.

Technology
106
+ 2.16%
$132.9 - $160.3 $14.1K - $17K
5.02K $791K
FITB
Fifth Third Bancorp

Financial Services
2.42K
+ 16.52%
$33.32 - $41.51 $80.5K - $100K
17.1K $701K
CSQ
Calamos Strategic Total Return Fund

Financial Services
3.81K
+ 13.62%
$13.86 - $18.24 $52.8K - $69.5K
31.8K $579K
DBP
Invesco Db Precious Metals Fund

ETFs
1.27K
+ 14.71%
$66.62 - $77.53 $84.5K - $98.4K
9.89K $743K
MTD
Mettler Toledo International Inc

Healthcare
111
+ 15.21%
$970.15 - $1216.57 $108K - $135K
841 $987K
UEC
Uranium Energy Corp

Energy
18K
New
$4.0 - $7.05 $71.8K - $127K
18K $122K
DKL
Delek Logistics Partners, LP

Energy
2.82K
+ 34.68%
$36.04 - $43.76 $101K - $123K
10.9K $469K
EQIX
Equinix Inc

Real Estate
177
+ 15.75%
$740.07 - $914.43 $131K - $162K
1.3K $1.03M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
640
+ 11.23%
$93.75 - $114.45 $60K - $73.2K
6.34K $725K
GTY
Getty Realty Corp

Real Estate
8.85K
+ 24.15%
$27.38 - $30.93 $242K - $274K
45.5K $1.26M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
602
+ 3.9%
$16.01 - $24.16 $9.64K - $14.5K
16K $387K
VNLA
Janus Henderson Short Duration

ETFs
2.26K
+ 7.78%
$48.74 - $49.2 $110K - $111K
31.3K $1.54M
SCHX
Schwab Strategic Tr Us Large C

ETFs
898
+ 2.34%
$19.6 - $24.44 $17.6K - $21.9K
39.3K $960K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.75K
+ 7.45%
$45.3 - $50.64 $170K - $190K
54K $2.65M
MEDP
Medpace Holdings, Inc.

Healthcare
294
+ 13.37%
$277.23 - $315.28 $81.5K - $92.7K
2.49K $782K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.57K
+ 12.37%
$37.51 - $45.52 $58.9K - $71.5K
14.3K $646K
ALK
Alaska Air Group, Inc.

Industrials
2.19K
+ 52.19%
$41.01 - $54.88 $89.9K - $120K
6.39K $316K
MGV
Vanguard Mega Cap Value

ETFs
653
+ 6.24%
$114.87 - $131.25 $75K - $85.7K
11.1K $1.46M
AZN
Astrazeneca PLC

Healthcare
2.86K
+ 11.41%
$64.87 - $75.0 $185K - $214K
27.9K $1.95M
KNSL
Kinsale Capital Group, Inc.

Financial Services
232
+ 14.57%
$419.99 - $501.97 $97.4K - $116K
1.82K $882K
CFG
Citizens Financial Group Inc

Financial Services
1.6K
+ 17.4%
$34.27 - $44.75 $55K - $71.8K
10.8K $484K
MNST
Monster Beverage Corp

Consumer Defensive
566
+ 3.3%
$55.01 - $64.24 $31.1K - $36.4K
17.7K $1.11M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.7K
+ 13.46%
$20.42 - $25.3 $55.2K - $68.3K
22.8K $576K
GRMN
Garmin LTD

Technology
853
+ 9.97%
$173.63 - $218.07 $148K - $186K
9.41K $1.96M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.85K
+ 8.28%
$26.41 - $26.76 $102K - $103K
50.4K $1.35M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
632
+ 8.83%
$89.4 - $99.04 $56.5K - $62.6K
7.79K $753K
HDV
Ishares Core High Dividend ETF

ETFs
1.19K
+ 11.63%
$108.41 - $120.51 $129K - $143K
11.4K $1.34M
SOUN
Soundhound Ai, Inc.

Technology
5.05K
+ 29.75%
$7.18 - $11.76 $36.3K - $59.4K
22K $236K
FTA
First Tr Large Cap Value

ETFs
189
+ 0.43%
$67.12 - $78.63 $12.7K - $14.9K
43.8K $3.44M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
4.04K
+ 18.63%
$11.71 - $19.37 $47.3K - $78.3K
25.7K $414K
INTC
Intel Corp

Technology
6.28K
+ 4.48%
$18.13 - $22.69 $114K - $142K
146K $3.28M
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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