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
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.81K
+ 10.98%
$152.93 - $181.74 $735K - $874K
48.6K $8.83M
NOW
Service Now, Inc.

Technology
24
+ 0.46%
$721.65 - $1040.18 $17.3K - $25K
5.23K $5.37M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
8.77K
New
$101.69 - $139.02 $892K - $1.22M
8.77K $1.22M
GLDM
World Gold Trust

ETFs
16.1K
+ 36.84%
$58.96 - $67.97 $952K - $1.1M
60K $3.93M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
10.9K
+ 189.15%
$86.05 - $107.7 $936K - $1.17M
16.6K $1.79M
PEP
Pepsico Inc

Consumer Defensive
24.2K
+ 21.86%
$128.02 - $151.37 $3.1M - $3.67M
135K $17.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.71K
+ 4.42%
$108.87 - $133.04 $404K - $494K
87.7K $11.7M
PWR
Quanta Services, Inc.

Industrials
656
+ 8.46%
$239.47 - $381.26 $157K - $250K
8.41K $3.18M
SNOW
Snowflake Inc.

Technology
2.93K
+ 41.52%
$130.53 - $223.77 $382K - $655K
9.97K $2.23M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
14.8K
+ 20.39%
$75.05 - $77.34 $1.11M - $1.14M
87.1K $6.74M
SYK
Stryker Corp

Healthcare
1.79K
+ 9.18%
$337.37 - $395.63 $603K - $707K
21.3K $8.41M
NEE
Nextera Energy Inc

Utilities
21.8K
+ 8.74%
$64.11 - $75.0 $1.4M - $1.63M
271K $18.8M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
30.6K
New
$32.77 - $36.44 $1M - $1.12M
30.6K $1.12M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
158
+ 0.28%
$60.61 - $87.72 $9.58K - $13.9K
56.1K $4.76M
AVDE
American Centy ETF Tr Avantis

ETFs
15K
New
$59.32 - $74.36 $889K - $1.11M
15K $1.11M
CDNS
Cadence Design Systems Inc

Technology
733
+ 4.53%
$231.64 - $323.08 $170K - $237K
16.9K $5.21M
APP
App Lovin Corp

Technology
1.46K
+ 21.48%
$219.37 - $417.89 $321K - $611K
8.27K $2.9M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
54.4K
+ 11.14%
$19.44 - $19.56 $1.06M - $1.06M
543K $10.6M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.47K
+ 26.05%
$177.93 - $313.14 $262K - $462K
7.13K $2.23M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.23K
+ 5.34%
$139.8 - $197.22 $172K - $242K
24.2K $4.78M
IWS
Ishares Russell Midcap Value E

ETFs
4.32K
+ 5.75%
$110.58 - $132.14 $478K - $571K
79.4K $10.5M
VST
Vistra Corp.

Utilities
3.56K
+ 78.91%
$98.07 - $195.04 $349K - $695K
8.07K $1.56M
CVNA
Carvana Co.

Consumer Cyclical
768
+ 12.69%
$162.57 - $345.64 $125K - $265K
6.82K $2.3M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
49.8K
+ 266.67%
$20.01 - $20.15 $997K - $1M
68.5K $1.38M
IYW
Ishares Dj Us Tech ETF

ETFs
2.3K
+ 12.53%
$122.57 - $173.27 $282K - $399K
20.7K $3.58M
GIS
General Mills Inc

Consumer Defensive
25.6K
+ 59.51%
$50.37 - $60.97 $1.29M - $1.56M
68.6K $3.55M
JBL
Jabil Inc

Technology
4.46K
New
$116.88 - $218.1 $521K - $973K
4.46K $972K
BSX
Boston Scientific Corp

Healthcare
6.58K
+ 16.4%
$89.7 - $107.41 $590K - $707K
46.7K $5.02M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
31.2K
+ 24.35%
$27.29 - $29.28 $853K - $915K
160K $4.67M
HEFA
Ishares Currency Hedged Msci E

ETFs
23.8K
+ 70.87%
$32.11 - $38.21 $763K - $908K
57.3K $2.17M
EAT
Brinker International, Inc

Consumer Cyclical
4.74K
+ 143.44%
$128.68 - $181.78 $609K - $861K
8.04K $1.45M
NRG
Nrg Energy, Inc.

Utilities
2.09K
+ 22.08%
$83.61 - $162.67 $175K - $340K
11.6K $1.86M
IAU
Ishares Gold Trust

ETFs
6.33K
+ 3.88%
$56.1 - $64.74 $355K - $410K
169K $10.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.21K
+ 17.23%
$219.76 - $276.94 $485K - $611K
15K $4.16M
AOA
Ishares Tr Core Aggressive All

ETFs
4.63K
+ 5.9%
$69.46 - $83.4 $321K - $386K
83.1K $6.93M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.18K
+ 4.8%
$100.35 - $100.71 $921K - $924K
200K $20.2M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
14.3K
+ 12.33%
$46.92 - $55.01 $671K - $787K
130K $7.08M
SPGI
S&P Global Inc.

Financial Services
950
+ 4.28%
$438.31 - $527.29 $416K - $501K
23.1K $12.2M
BX
Blackstone Inc.

Financial Services
2.09K
+ 3.36%
$120.07 - $151.11 $251K - $315K
64.1K $9.59M
CTAS
Cintas Corp

Industrials
3.05K
+ 22.24%
$190.11 - $227.66 $579K - $694K
16.8K $3.73M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
15.5K
+ 11.81%
$32.61 - $38.62 $506K - $599K
147K $5.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
421
+ 0.56%
$151.62 - $183.47 $63.8K - $77.2K
75.9K $13.9M
TOST
Toast, Inc.

Technology
10.2K
+ 25.01%
$30.03 - $45.23 $306K - $461K
51K $2.26M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.59K
+ 16.41%
$61.92 - $81.5 $346K - $455K
39.6K $3.23M
CEG
Constellation Energy Corp

Utilities
458
+ 7.57%
$170.96 - $322.76 $78.3K - $148K
6.51K $2.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.46K
+ 2.26%
$54.19 - $67.22 $134K - $166K
111K $7.49M
O
Realty Income Corp

Real Estate
16.1K
+ 12.86%
$52.27 - $58.52 $842K - $942K
141K $8.14M
TSCO
Tractor Supply CO

Consumer Cyclical
21.5K
+ 19.08%
$47.86 - $55.77 $1.03M - $1.2M
134K $7.09M
BCS
Barclays PLC

Financial Services
46.8K
New
$12.69 - $18.61 $594K - $871K
46.8K $869K
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
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email