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
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
6.12K
+ 4.58%
$10.49 - $12.99 $64.2K - $79.5K
140K $1.78M
TDY
Teledyne Technologies Inc

Technology
107
+ 17.23%
$435.54 - $512.31 $46.6K - $54.8K
728 $372K
PDI
Pimco Dynamic Income Fund

Financial Services
3.74K
+ 33.08%
$17.02 - $19.87 $63.7K - $74.3K
15K $285K
RL
Ralph Lauren Corp

Consumer Cyclical
20
+ 1.91%
$182.34 - $286.22 $3.65K - $5.72K
1.07K $292K
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.44K
+ 9.99%
$24.21 - $29.47 $34.8K - $42.3K
15.8K $465K
CBL
Cbl & Associates Properties Inc

Real Estate
2.76K
+ 33.41%
$22.42 - $27.27 $61.9K - $75.2K
11K $279K
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
1.38K
+ 2.3%
$25.57 - $29.33 $35.2K - $40.4K
61.3K $1.77M
EWBC
East West Bancorp Inc

Financial Services
76
+ 1.64%
$71.03 - $101.75 $5.4K - $7.73K
4.7K $474K
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
1.09K
+ 2.09%
$47.03 - $48.37 $51.2K - $52.7K
53.1K $2.56M
MBLY
Mobileye Global Inc.
1.11K
+ 10.14%
$11.77 - $18.44 $13.1K - $20.5K
12.1K $217K
VONE
Vanguard Russell 1000 ETF

ETFs
2
+ 0.1%
$225.48 - $280.86 $451 - $562
2.11K $591K
SF
Stifel Financial Corp

Financial Services
321
+ 12.82%
$76.49 - $103.78 $24.6K - $33.3K
2.83K $293K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
740
+ 2.23%
$41.9 - $50.31 $31K - $37.2K
34K $1.63M
FEP
First Trust Europe Alphadex Fu

ETFs
268
+ 4.32%
$36.11 - $47.8 $9.68K - $12.8K
6.48K $309K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.06K
+ 3.42%
$24.98 - $25.66 $51.4K - $52.8K
62.2K $1.59M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
2.2K
+ 5.68%
$17.8 - $20.34 $39.2K - $44.8K
41K $815K
MTB
M&T Bank Corp

Financial Services
146
+ 8.59%
$156.58 - $193.99 $22.9K - $28.3K
1.85K $357K
TXN
Texas Instruments Inc

Technology
278
+ 0.44%
N/A
64.1K $12.5M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
414
+ 15.72%
$83.8 - $101.39 $34.7K - $42K
3.05K $308K
MDT
Medtronic PLC

Healthcare
3.97K
+ 3.66%
$80.68 - $88.86 $320K - $353K
113K $9.81M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
10.4K
+ 45.27%
$5.25 - $5.92 $54.5K - $61.5K
33.3K $188K
EXPD
Expeditors International Of Washington Inc

Industrials
545
+ 32.69%
$102.84 - $122.24 $56K - $66.6K
2.21K $252K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.27K
+ 6.35%
$49.12 - $50.93 $62.5K - $64.8K
21.3K $1.06M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.35K
+ 28.65%
$44.37 - $50.04 $59.7K - $67.4K
6.04K $287K
UBSI
United Bankshares Inc

Financial Services
112
+ 0.42%
$31.5 - $37.32 $3.53K - $4.18K
27.1K $986K
ZG
Zillow Group, Inc.

Communication Services
628
+ 11.87%
$59.44 - $70.64 $37.3K - $44.4K
5.92K $405K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
1.87K
+ 10.6%
$18.53 - $20.98 $34.7K - $39.2K
19.5K $409K
TECK
Teck Resources LTD

Basic Materials
542
+ 7.54%
$29.05 - $41.48 $15.7K - $22.5K
7.74K $312K
ITB
Ishares Tr

ETFs
680
+ 9.4%
$85.52 - $96.61 $58.2K - $65.7K
7.91K $737K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
200
+ 1.74%
$22.56 - $29.85 $4.51K - $5.97K
11.7K $333K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
8
+ 0.48%
$160.22 - $209.35 $1.28K - $1.67K
1.68K $351K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
4.02K
+ 19.81%
$6.66 - $8.12 $26.8K - $32.6K
24.3K $197K
GGG
Graco Inc

Industrials
370
+ 5.83%
$74.02 - $87.26 $27.4K - $32.3K
6.72K $577K
RJF
Raymond James Financial Inc

Financial Services
27
+ 0.91%
$123.65 - $153.88 $3.34K - $4.15K
2.99K $459K
VKTX
Viking Therapeutics, Inc.

Healthcare
1.02K
+ 11.53%
$19.98 - $29.49 $20.3K - $30K
9.85K $260K
ZM
Zoom Video Communications, Inc.

Technology
375
+ 8.98%
$66.7 - $84.62 $25K - $31.7K
4.55K $355K
WU
Western Union CO

Financial Services
13.4K
+ 43.28%
$8.37 - $10.63 $112K - $142K
44.3K $372K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
830
+ 3.47%
$16.57 - $20.48 $13.8K - $17K
24.7K $506K
SYY
Sysco Corp

Consumer Defensive
277
+ 0.81%
$68.0 - $75.91 $18.8K - $21K
34.4K $2.61M
JPIN
Jp Morgan Diversified Return I

ETFs
67
+ 1.18%
$52.18 - $64.25 $3.5K - $4.3K
5.77K $369K
NXST
Nexstar Media Group, Inc.

Communication Services
335
+ 14.87%
$144.68 - $181.86 $48.5K - $60.9K
2.59K $447K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
755
+ 2.87%
$10.8 - $16.92 $8.15K - $12.8K
27.1K $372K
SNAP
Snap Inc

Communication Services
5.07K
+ 23.7%
$7.23 - $9.21 $36.7K - $46.7K
26.5K $230K
ZION
Zions Bancorporation, National Association

Financial Services
77
+ 0.4%
$41.39 - $51.94 $3.19K - $4K
19.4K $1.01M
CNC
Centene Corp

Healthcare
1.53K
+ 24.07%
$53.4 - $64.29 $81.9K - $98.6K
7.91K $429K
IXC
Ishares Tr Global Energy ETF

ETFs
2.25K
+ 13.87%
$34.69 - $42.32 $78.2K - $95.4K
18.5K $726K
AVK
Advent Convertible & Income Fund

Financial Services
2.59K
+ 15.24%
$10.01 - $12.11 $25.9K - $31.4K
19.6K $237K
USAC
Usa Compression Partners, LP

Energy
2.64K
+ 31.05%
$22.12 - $27.69 $58.5K - $73.2K
11.2K $271K
WMS
Advanced Drainage Systems, Inc.

Industrials
145
+ 3.72%
$96.79 - $123.55 $14K - $17.9K
4.04K $464K
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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