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
IEMG
Ishares Inc

ETFs
16K
+ 4.47%
N/A
374K $20.1M
NTAP
Net App, Inc.

Technology
8.07K
New
$76.1 - $106.55 $614K - $860K
8.07K $859K
CTRE
Care Trust Reit, Inc.

Real Estate
27.1K
+ 371.01%
$26.65 - $30.69 $721K - $830K
34.3K $1.05M
SPMD
Spdr Portfolio

ETFs
12.7K
+ 28.39%
$44.89 - $54.38 $570K - $691K
57.4K $3.12M
RBLX
Roblox Corp

Communication Services
3.99K
+ 45.94%
$51.22 - $105.59 $204K - $421K
12.7K $1.33M
AMT
American Tower Corp

Real Estate
3.19K
+ 9.08%
$203.96 - $228.19 $650K - $727K
38.3K $8.46M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
35.4K
New
$21.77 - $24.89 $770K - $880K
35.4K $824K
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.47K
+ 6.22%
$89.02 - $104.29 $398K - $467K
76.4K $7.97M
PPA
Invesco Exchange Traded Fd Tr

ETFs
5.35K
+ 208.3%
$105.2 - $141.69 $563K - $758K
7.91K $1.12M
BMO
Bank Of Montreal

Financial Services
7.42K
New
$87.54 - $110.63 $650K - $821K
7.42K $820K
TGT
Target Corp

Consumer Defensive
10.9K
+ 23.1%
$88.76 - $105.77 $964K - $1.15M
57.8K $5.71M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.14K
+ 7.33%
$114.78 - $133.31 $475K - $552K
60.6K $8.08M
CARR
Carrier Global Corp

Industrials
8.24K
+ 43.59%
$55.55 - $75.83 $458K - $625K
27.2K $1.99M
IEZ
Ishares Tr

ETFs
50.3K
+ 194.53%
$14.77 - $19.84 $742K - $997K
76.1K $1.29M
VIG
Vanguard Dividend Appreciation

ETFs
4.19K
+ 6.32%
N/A
70.5K $12.8M
IYK
Ishares U.S. Consumer Staples

ETFs
10.6K
New
$67.29 - $72.42 $714K - $768K
10.6K $747K
NVS
Novartis Ag

Healthcare
4.43K
+ 19.98%
$101.96 - $121.01 $451K - $536K
26.6K $3.22M
CME
Cme Group Inc.

Financial Services
2.5K
+ 49.19%
$252.37 - $290.71 $632K - $728K
7.59K $2.09M
DE
Deere & CO

Industrials
736
+ 8.02%
$412.99 - $531.48 $304K - $391K
9.91K $5.04M
SO
Southern CO

Utilities
7.97K
+ 11.47%
$84.91 - $92.56 $677K - $738K
77.4K $7.11M
FDMO
Fidelity Covington Tr Momentum

ETFs
712
+ 1.15%
$58.0 - $75.86 $41.3K - $54K
62.6K $4.75M
WMB
Williams Companies, Inc.

Energy
7.79K
+ 10.77%
$54.33 - $62.87 $423K - $490K
80.1K $5.03M
PWB
Invesco Exchange Traded Fd Tr

ETFs
6.02K
New
$86.24 - $117.44 $519K - $707K
6.02K $706K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
32.5K
New
$21.01 - $21.59 $682K - $701K
32.5K $699K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.6K
+ 13.05%
$149.76 - $186.42 $389K - $484K
22.5K $4.2M
DDS
Dillard'S, Inc.

Consumer Cyclical
1.66K
New
$294.77 - $422.75 $490K - $702K
1.66K $694K
DIHP
Dimensional ETF Tr Dimensional

ETFs
23.5K
New
$24.32 - $29.74 $572K - $699K
23.5K $693K
CPNG
Coupang, Inc.

Consumer Cyclical
22.9K
New
$19.76 - $30.81 $453K - $707K
22.9K $687K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
15.6K
+ 60.85%
$45.07 - $52.57 $704K - $822K
41.3K $2.02M
CRPT
First Tr ETF Fd Viii Skybridge
29.5K
New
$10.82 - $23.21 $319K - $684K
29.5K $684K
KFY
Korn Ferry

Industrials
9.3K
New
$59.48 - $74.54 $553K - $693K
9.3K $681K
ERIC
Ericsson Lm Telephone CO

Technology
79.9K
New
$6.77 - $8.86 $541K - $708K
79.9K $677K
NXPI
Nxp Semiconductors N.V.

Technology
1.36K
+ 10.27%
$153.5 - $218.72 $209K - $297K
14.6K $3.19M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
32.5K
+ 6.32%
$20.66 - $20.74 $670K - $673K
546K $11.3M
NI
Nisource Inc.

Utilities
16.6K
+ 280.64%
$37.11 - $40.64 $614K - $673K
22.5K $905K
WELL
Welltower Inc.

Real Estate
4.19K
+ 14.5%
$136.49 - $155.22 $572K - $650K
33.1K $5.08M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
524
+ 3.31%
$66.89 - $111.18 $35.1K - $58.3K
16.3K $1.82M
MDLZ
Mondelez International, Inc.

Consumer Defensive
9.71K
+ 37.03%
$63.54 - $68.5 $617K - $665K
35.9K $2.42M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.23K
+ 1.6%
$74.88 - $91.97 $91.8K - $113K
77.9K $7.16M
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.08K
+ 3.02%
$52.8 - $63.87 $163K - $197K
105K $6.71M
PODD
Insulet Corp

Healthcare
2.01K
New
$238.57 - $327.47 $480K - $659K
2.01K $632K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
27.5K
+ 33.34%
$22.54 - $23.17 $620K - $637K
110K $2.53M
HTRB
Hartford Fds Total Return Bd E

ETFs
18.5K
+ 177.82%
$33.14 - $34.12 $614K - $632K
28.9K $980K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
30K
+ 57.85%
$20.16 - $20.49 $605K - $615K
82K $1.68M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.97K
+ 32.75%
$97.68 - $121.38 $388K - $482K
16.1K $1.95M
ROK
Rockwell Automation, Inc

Industrials
1.47K
+ 82.6%
$218.97 - $332.17 $321K - $487K
3.24K $1.08M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
14.8K
+ 17.97%
$26.97 - $32.13 $399K - $475K
97.1K $3.12M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.03K
+ 0.76%
$53.36 - $61.57 $54.9K - $63.3K
137K $8.42M
DASH
Door Dash, Inc.

Communication Services
1.81K
+ 75.04%
$163.16 - $246.51 $295K - $446K
4.22K $1.04M
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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