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
MS
Morgan Stanley

Financial Services
1.5K
+ 1.04%
$99.83 - $140.86 $149K - $211K
146K $20.6M
EMR
Emerson Electric CO

Industrials
8.3K
+ 7.62%
$94.15 - $133.33 $782K - $1.11M
117K $15.6M
ISRG
Intuitive Surgical Inc

Healthcare
2.41K
+ 5.16%
$451.58 - $565.94 $1.09M - $1.37M
49.2K $26.7M
VB
Vanguard Small Cap ETF

ETFs
11.5K
+ 21.26%
$193.73 - $237.37 $2.23M - $2.73M
65.6K $15.5M
CSCO
Cisco Systems, Inc.

Technology
12.4K
+ 3.55%
$53.19 - $69.38 $659K - $860K
362K $25.1M
VEA
Vanguard Ftse Developed Market

ETFs
4.81K
+ 0.91%
$45.65 - $57.01 $220K - $274K
531K $30.3M
ABT
Abbott Laboratories

Healthcare
23.4K
+ 23.24%
$123.95 - $138.08 $2.9M - $3.23M
124K $16.9M
LMT
Lockheed Martin Corp

Industrials
5.93K
+ 14.98%
$430.82 - $486.45 $2.56M - $2.89M
45.5K $21.1M
CAT
Caterpillar Inc

Industrials
1.6K
+ 3.39%
$273.94 - $388.21 $437K - $620K
48.7K $18.9M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
39K
+ 102.14%
$65.84 - $80.81 $2.57M - $3.15M
77.2K $6.18M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
46K
+ 19.13%
$39.89 - $49.46 $1.84M - $2.28M
287K $14.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.18K
+ 2.4%
$104.34 - $138.68 $332K - $441K
136K $18.8M
V
Visa Inc.

Financial Services
6.58K
+ 3.63%
$308.27 - $373.31 $2.03M - $2.46M
188K $66.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
20.9K
+ 5.76%
$71.28 - $83.74 $1.49M - $1.75M
383K $32.1M
MU
Micron Technology Inc

Technology
3K
+ 3.95%
$64.72 - $127.91 $194K - $384K
79K $9.73M
JEPI
J P Morgan Exchange Traded Fd

ETFs
56.7K
+ 10.1%
$51.14 - $57.0 $2.9M - $3.23M
618K $35.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
7.24K
+ 31.36%
$216.28 - $284.39 $1.57M - $2.06M
30.3K $8.62M
DUSA
Davis Fundamental ETF Tr

ETFs
58.3K
+ 86.81%
$38.38 - $46.28 $2.24M - $2.7M
125K $5.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 0.41%
$4164.15 - $5789.24 $41.6K - $57.9K
2.46K $14.3M
BA
Boeing CO

Industrials
3.94K
+ 7.31%
$136.59 - $217.51 $538K - $857K
57.8K $12.1M
RECS
Columbia ETF Tr I

ETFs
61.9K
+ 34.51%
$29.4 - $36.79 $1.82M - $2.28M
241K $8.88M
FIW
First Trust Water ETF

ETFs
22.3K
+ 31.81%
$90.26 - $108.05 $2.01M - $2.41M
92.3K $9.96M
BAC
Bank Of America Corp

Financial Services
18.4K
+ 5.1%
$34.39 - $47.46 $633K - $873K
379K $18M
GE
General Electric CO

Industrials
4.66K
+ 15.87%
$166.81 - $257.39 $778K - $1.2M
34.1K $8.76M
EMLP
First Tr Exchange Traded Iv

ETFs
74.3K
+ 41.69%
$33.62 - $37.89 $2.5M - $2.82M
253K $9.47M
PANW
Palo Alto Networks Inc

Technology
138
+ 0.17%
$152.44 - $204.64 $21K - $28.2K
79.7K $16.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
52.5K
New
$50.09 - $51.09 $2.63M - $2.68M
52.5K $2.68M
ASML
Asml Holding Nv

Technology
1.41K
+ 12.8%
$595.37 - $815.24 $839K - $1.15M
12.4K $9.96M
COF
Capital One Financial Corp

Financial Services
11.6K
+ 198.15%
$150.57 - $212.76 $1.74M - $2.46M
17.4K $3.7M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.19K
+ 1.12%
$57.46 - $75.58 $126K - $166K
198K $14.9M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
58.5K
+ 155.69%
$40.82 - $43.14 $2.39M - $2.52M
96K $4.14M
OC
Owens Corning

Industrials
18.4K
+ 213.95%
$126.32 - $147.75 $2.32M - $2.71M
26.9K $3.71M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
41.2K
+ 33.51%
$59.8 - $60.07 $2.46M - $2.48M
164K $9.83M
XAR
Spdr S&P Aerospace & Defense E

ETFs
10.9K
+ 403.6%
$144.94 - $210.94 $1.57M - $2.29M
13.6K $2.86M
CLOI
Vaneck ETF Tr

ETFs
45.3K
New
$51.16 - $53.02 $2.32M - $2.4M
45.3K $2.4M
AIQ
Global X Funds Global X Artifi

ETFs
44.7K
+ 83.36%
$31.5 - $43.69 $1.41M - $1.95M
98.3K $4.29M
VOE
Vanguard Mid Cap Value Index F

ETFs
12.7K
+ 19.95%
$141.87 - $164.49 $1.8M - $2.09M
76.5K $12.6M
KLAC
Kla Corp

Technology
1.23K
+ 21.7%
$576.53 - $902.94 $710K - $1.11M
6.91K $6.19M
ADI
Analog Devices Inc

Technology
2.72K
+ 6.09%
$164.6 - $238.02 $448K - $648K
47.4K $11.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
31.7K
+ 17.64%
$45.88 - $54.4 $1.46M - $1.73M
212K $11.5M
VV
Vanguard Large Cap ETF

ETFs
4.14K
+ 11.82%
$228.25 - $285.3 $945K - $1.18M
39.2K $11.2M
PM
Philip Morris International Inc.

Consumer Defensive
6K
+ 14.14%
$149.23 - $184.95 $896K - $1.11M
48.4K $8.82M
WFC
Wells Fargo & Company

Financial Services
13.8K
+ 11.78%
$60.98 - $80.12 $840K - $1.1M
131K $10.5M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
81.1K
+ 175.41%
$24.96 - $25.5 $2.03M - $2.07M
127K $3.25M
DUOL
Duolingo, Inc.

Technology
4.21K
+ 124.4%
$292.88 - $540.68 $1.23M - $2.28M
7.6K $3.11M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
43.9K
+ 10.53%
$44.68 - $45.96 $1.96M - $2.02M
461K $21.1M
ATO
Atmos Energy Corp

Utilities
13.1K
+ 438.89%
$145.06 - $162.66 $1.89M - $2.12M
16K $2.47M
HOOD
Robinhood Markets, Inc.

Technology
16.5K
+ 192.71%
$34.17 - $93.63 $565K - $1.55M
25.1K $2.35M
KXI
Ishares Tr Global Consumer Sta

ETFs
30.4K
New
$60.73 - $67.45 $1.85M - $2.05M
30.4K $1.99M
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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