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
CNI
Canadian National Railway CO

Industrials
488
+ 7.07%
$92.66 - $108.13 $45.2K - $52.8K
7.39K $768K
UHS
Universal Health Services Inc

Healthcare
577
+ 47.92%
$157.05 - $197.94 $90.6K - $114K
1.78K $322K
QBTS
D Wave Quantum Inc.

Technology
1.13K
+ 10.24%
$6.22 - $19.04 $7K - $21.4K
12.1K $177K
EW
Edwards Lifesciences Corp

Healthcare
863
+ 18.83%
$67.07 - $78.22 $57.9K - $67.5K
5.45K $426K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1K
+ 9.75%
$43.86 - $51.74 $43.9K - $51.7K
11.3K $582K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
968
+ 14.51%
$71.94 - $86.02 $69.6K - $83.3K
7.64K $653K
SRAD
Sportradar Group Ag

Technology
531
+ 4.41%
$20.32 - $28.08 $10.8K - $14.9K
12.6K $352K
PRI
Primerica, Inc.

Financial Services
415
+ 18.51%
$244.39 - $290.62 $101K - $121K
2.66K $727K
SCHC
Schwab Strategic Tr Intl Small

ETFs
210
+ 1.72%
$32.41 - $42.59 $6.81K - $8.94K
12.4K $528K
WPM
Wheaton Precious Metals Corp.

Basic Materials
584
+ 18.99%
$70.56 - $92.75 $41.2K - $54.2K
3.66K $328K
EXAS
Exact Sciences Corp

Healthcare
120
+ 1.46%
$40.31 - $58.08 $4.84K - $6.97K
8.33K $442K
IYF
Ishares Tr

ETFs
26
+ 0.25%
$99.23 - $120.99 $2.58K - $3.15K
10.4K $1.25M
DSI
Ishares Msci Kld 400 Social Et

ETFs
10
+ 0.16%
$91.62 - $116.16 $916 - $1.16K
6.23K $723K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
11.1K
+ 15.71%
$4.36 - $5.27 $48.5K - $58.6K
81.9K $419K
VDC
Vanguard Consumer Staples ETF

ETFs
393
+ 9.23%
$204.89 - $224.73 $80.5K - $88.3K
4.65K $1.02M
QS
Quantum Scape Corp

Consumer Cyclical
1.62K
+ 5.49%
$3.47 - $7.65 $5.61K - $12.4K
31K $208K
VPU
Vanguard Utilities ETF

ETFs
332
+ 7.2%
$158.36 - $178.82 $52.6K - $59.4K
4.95K $873K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
165
+ 1.61%
$58.52 - $71.7 $9.66K - $11.8K
10.4K $714K
FDS
Factset Research Systems Inc

Financial Services
220
+ 10.67%
$398.85 - $473.32 $87.7K - $104K
2.28K $1.02M
NUE
Nucor Corp

Basic Materials
107
+ 1.44%
$103.22 - $131.43 $11K - $14.1K
7.52K $973K
FCFS
First Cash Holdings, Inc.

Financial Services
342
+ 14.52%
$118.0 - $137.63 $40.4K - $47.1K
2.7K $364K
ACGL
Arch Capital Group Ltd.

Financial Services
1.05K
+ 36.84%
$84.99 - $96.82 $89.6K - $102K
3.92K $356K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
606
+ 2.47%
$17.11 - $21.71 $10.4K - $13.2K
25.2K $546K
JKHY
Henry Jack & Associates Inc

Technology
495
+ 12.07%
$163.54 - $186.02 $81K - $92.1K
4.6K $827K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.12K
+ 23.94%
$35.62 - $39.64 $75.6K - $84.1K
11K $427K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
7.12K
+ 50.32%
$12.59 - $16.6 $89.7K - $118K
21.3K $298K
DGX
Quest Diagnostics Inc

Healthcare
565
+ 27.36%
N/A
2.63K $360K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
896
+ 33.62%
$66.87 - $79.47 $59.9K - $71.2K
3.56K $282K
VOOV
Vanguard S&P 500 Value ETF

ETFs
354
+ 14.92%
$162.65 - $188.71 $57.6K - $66.8K
2.73K $514K
INTA
Intapp, Inc.

Technology
2.05K
+ 46.9%
$48.49 - $59.55 $99.5K - $122K
6.43K $331K
GDV
Gabelli Dividend & Income Trust

Financial Services
2.13K
+ 21.09%
$21.11 - $26.01 $45K - $55.4K
12.2K $318K
FSLR
First Solar, Inc.

Technology
65
+ 4.07%
$120.38 - $192.98 $7.82K - $12.5K
1.66K $275K
DIV
Global X Superdividend Us ETF

ETFs
4.19K
+ 24.33%
N/A
21.4K $367K
VSAT
Viasat Inc

Technology
146
+ 0.88%
$7.7 - $14.6 $1.12K - $2.13K
16.8K $245K
DNP
Dnp Select Income Fund Inc

Financial Services
7.65K
+ 21.67%
$8.89 - $9.88 $68K - $75.6K
43K $420K
FTQI
First Trust ETF Vi First Trust

ETFs
1.85K
+ 4.04%
$16.83 - $19.58 $31.1K - $36.1K
47.5K $929K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
6.91K
+ 33.51%
$7.2 - $8.65 $49.8K - $59.8K
27.5K $238K
EMB
Ishares Tr

ETFs
302
+ 1.52%
$86.54 - $92.62 $26.1K - $28K
20.2K $1.87M
FCNCA
First Citizens Bancshares Inc

Financial Services
12
+ 2.8%
$1561.69 - $1966.55 $18.7K - $23.6K
441 $862K
LGOV
First Tr ETF Iv Long Duration

ETFs
3.22K
+ 12.19%
$20.73 - $21.92 $66.8K - $70.6K
29.6K $634K
IYY
Ishares Tr

ETFs
31
+ 0.72%
$120.9 - $150.87 $3.75K - $4.68K
4.31K $649K
USXF
Ishares Esg Advanced Msci Usa

Technology
23
+ 0.25%
$41.54 - $53.93 $955 - $1.24K
9.2K $495K
QTRX
Quanterix Corp

Healthcare
10.1K
New
$4.28 - $6.72 $43.3K - $67.9K
10.1K $67K
XLB
Select Sector Spdr Fd Material

ETFs
627
+ 9.63%
$74.27 - $88.92 $46.6K - $55.8K
7.14K $626K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
42
+ 0.83%
$144.63 - $179.53 $6.07K - $7.54K
5.09K $837K
SCCO
Southern Copper Corp

Basic Materials
237
+ 4.4%
$75.63 - $104.64 $17.9K - $24.8K
5.63K $569K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
3.57K
+ 6.5%
$30.93 - $34.56 $110K - $123K
58.4K $1.94M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
23
+ 0.24%
$53.69 - $67.27 $1.23K - $1.55K
9.42K $633K
CAN
Canaan Inc.

Technology
103K
New
$0.58 - $0.9 $59.6K - $92.5K
103K $63K
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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