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
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
16.2K
+ 13.5%
$24.14 - $25.43 $392K - $413K
136K $3.38M
CG
Carlyle Group Inc.

Financial Services
3.16K
+ 13.33%
$34.78 - $51.4 $110K - $162K
26.9K $1.38M
HBAN
Huntington Bancshares Inc

Financial Services
6.77K
+ 5.06%
$12.49 - $16.76 $84.5K - $113K
140K $2.35M
EXP
Eagle Materials Inc

Basic Materials
1.71K
New
$193.68 - $241.95 $332K - $414K
1.71K $346K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
10.6K
New
$29.44 - $33.91 $312K - $359K
10.6K $346K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.9K
+ 6.35%
$56.88 - $70.77 $108K - $134K
31.8K $2.25M
WDFC
Wd 40 CO

Basic Materials
1.51K
New
$217.49 - $248.93 $328K - $376K
1.51K $344K
FSMO
Fidelity Covington Tr

ETFs
13K
New
N/A
13K $342K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1.03K
+ 3.55%
$60.99 - $77.53 $62.7K - $79.7K
30K $2.33M
AGX
Argan Inc

Industrials
478
+ 18.24%
$120.08 - $243.11 $57.4K - $116K
3.1K $683K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
7.59K
New
$37.78 - $44.9 $287K - $341K
7.59K $340K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
7.41K
+ 13.37%
$32.99 - $38.56 $245K - $286K
62.9K $2.39M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
14.3K
+ 10.97%
$22.57 - $23.23 $322K - $331K
144K $3.35M
MOD
Modine Manufacturing CO

Consumer Cyclical
3.38K
New
$69.3 - $105.57 $234K - $357K
3.38K $332K
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.31K
+ 30.33%
$37.08 - $42.26 $308K - $351K
35.7K $1.48M
IBDV
Ishares Tr

Technology
15.1K
New
$21.28 - $21.98 $321K - $331K
15.1K $331K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.19K
+ 1.14%
$83.54 - $100.04 $99.4K - $119K
105K $10.5M
SAMT
Advisors Inn.Circle Fd Iii Str
1.17K
+ 2.13%
$27.04 - $34.43 $31.6K - $40.2K
55.9K $1.93M
CRS
Carpenter Technology Corp

Industrials
1.18K
New
$151.3 - $276.38 $179K - $326K
1.18K $326K
QTEC
First Trust Nasdaq 100 Technol

ETFs
488
+ 8.64%
$149.56 - $212.83 $73K - $104K
6.13K $1.31M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
6.75K
New
$42.44 - $49.08 $286K - $331K
6.75K $322K
CYBR
Cyber Ark Software Ltd.

Technology
306
+ 10.7%
$305.98 - $406.88 $93.6K - $125K
3.17K $1.29M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
15.2K
New
$20.23 - $21.04 $308K - $321K
15.2K $320K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
12.6K
New
$24.31 - $25.29 $307K - $319K
12.6K $319K
STAG
Stag Industrial, Inc.

Real Estate
8.73K
+ 53.49%
$30.08 - $37.02 $263K - $323K
25K $908K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.16K
+ 6.17%
$61.08 - $74.04 $132K - $160K
37.1K $2.75M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
4.02K
+ 39.63%
$38.95 - $53.59 $156K - $215K
14.2K $758K
IYJ
Ishares Tr

ETFs
1.88K
+ 47.89%
$115.07 - $142.31 $217K - $268K
5.82K $827K
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.88K
+ 38.77%
$32.56 - $57.11 $93.8K - $164K
10.3K $588K
WWD
Woodward, Inc.

Industrials
1.29K
New
$157.29 - $247.55 $202K - $319K
1.29K $315K
FCOM
Fidelity Covington Tr Msci Com

ETFs
691
+ 2.19%
$50.44 - $64.81 $34.9K - $44.8K
32.2K $2.09M
HPE
Hewlett Packard Enterprise CO

Technology
5.18K
+ 12.7%
$12.51 - $20.45 $64.8K - $106K
45.9K $939K
PFF
Ishares Trust Ishares Pfd And

ETFs
10.2K
+ 7.1%
$29.0 - $30.68 $296K - $313K
154K $4.73M
VIV
Telefonica Brasil S.A.

Communication Services
26.9K
New
$8.28 - $11.4 $222K - $306K
26.9K $306K
TRGP
Targa Resources Corp.

Energy
2.75K
+ 41.78%
$157.32 - $205.72 $432K - $565K
9.32K $1.62M
VMC
Vulcan Materials CO

Basic Materials
1.17K
New
$226.49 - $276.01 $264K - $322K
1.17K $304K
COOP
Mr. Cooper Group Inc.

Financial Services
1.66K
+ 88.57%
$107.26 - $155.96 $178K - $259K
3.53K $527K
QDPL
Pacer Fds Tr Metaurus Us Large
5.99K
+ 26.58%
$32.46 - $39.77 $194K - $238K
28.5K $1.13M
BSCV
Invesco ETF Self Indexed Fd Tr
17.5K
+ 30.92%
$15.97 - $16.53 $279K - $289K
74.1K $1.22M
CDW
Cdw Corp

Technology
1.69K
New
$144.49 - $190.68 $244K - $321K
1.69K $301K
STM
St Microelectronics N.V.

Technology
9.9K
New
$17.78 - $30.41 $176K - $301K
9.9K $301K
BXP
Boston Properties Inc

Real Estate
4.26K
+ 10.63%
$56.86 - $74.12 $242K - $315K
44.3K $2.99M
CGGO
Capital Group Global Growth Eq

ETFs
6.23K
+ 23.0%
$25.31 - $32.17 $158K - $200K
33.3K $1.06M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
15.8K
+ 57.63%
$19.39 - $20.21 $307K - $320K
43.3K $849K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.4K
+ 13.6%
N/A
104K $2.46M
DFUS
Dimensional ETF Tr U S Equity

ETFs
816
+ 2.23%
$53.65 - $67.02 $43.8K - $54.7K
37.3K $2.5M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.35K
New
$50.5 - $71.23 $220K - $310K
4.35K $294K
AEM
Agnico Eagle Mines LTD

Basic Materials
695
+ 3.48%
$99.48 - $124.46 $69.1K - $86.5K
20.7K $2.46M
UTHR
United Therapeutics Corp

Healthcare
1.02K
New
$276.47 - $328.4 $282K - $335K
1.02K $293K
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