Kestra Private Wealth Services, LLC Incresed Positions in Q3 2025

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
4.22K
+ 0.28%
$153.3 - $186.58 $647K - $788K
1.5M $281M
AMZN
Amazon Com Inc

Consumer Cyclical
50.2K
+ 6.64%
$211.65 - $238.24 $10.6M - $12M
807K $177M
OPEN
Opendoor Technologies Inc.

Real Estate
726K
+ 154.2%
$0.56 - $10.52 $407K - $7.64M
1.2M $9.54M
ABBV
Abb Vie Inc.

Healthcare
7.39K
+ 4.51%
$184.85 - $231.54 $1.37M - $1.71M
171K $39.6M
IJS
Ishares S&P Smallcap 600 Value

ETFs
57K
+ 54.16%
$98.99 - $112.2 $5.64M - $6.39M
162K $17.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.09K
+ 2.8%
$617.65 - $666.84 $1.91M - $2.06M
113K $75.4M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
44.7K
+ 51.01%
$131.47 - $143.64 $5.88M - $6.43M
132K $18.7M
CGDV
Capital Group Divid Value ETF

ETFs
137K
+ 27.3%
$39.59 - $42.21 $5.42M - $5.78M
638K $26.8M
CVX
Chevron Corp

Energy
29.6K
+ 17.68%
$145.57 - $161.83 $4.31M - $4.79M
197K $30.6M
GLD
Spdr Gold Trust

ETFs
2.51K
+ 2.34%
$300.96 - $355.47 $755K - $892K
110K $39M
VTV
Vanguard Value ETF

ETFs
10.4K
+ 2.73%
$175.51 - $186.57 $1.82M - $1.93M
389K $72.5M
FNDF
Schwab Fundamental Intl Large

ETFs
128K
+ 398.66%
$39.84 - $43.15 $5.09M - $5.51M
160K $6.87M
VO
Vanguard Mid Cap ETF

ETFs
15.9K
+ 30.18%
$279.83 - $293.74 $4.44M - $4.66M
68.5K $20.1M
MU
Micron Technology Inc

Technology
9.65K
+ 12.22%
$104.88 - $168.89 $1.01M - $1.63M
88.6K $14.8M
HD
Home Depot, Inc.

Consumer Cyclical
1.8K
+ 1.61%
$357.4 - $423.42 $644K - $763K
114K $46M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.69K
+ 1.04%
$243.93 - $275.62 $413K - $467K
164K $44.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
528
+ 0.51%
$567.77 - $614.76 $300K - $325K
103K $63.1M
EMLP
First Tr Exchange Traded Iv

ETFs
121K
+ 47.72%
$36.99 - $38.38 $4.46M - $4.63M
373K $14.3M
IAU
Ishares Gold Trust

ETFs
41.1K
+ 24.29%
$61.62 - $72.77 $2.53M - $2.99M
210K $15.3M
SPYG
Spdr Portfolio

ETFs
12.2K
+ 3.25%
$94.33 - $105.31 $1.15M - $1.28M
388K $40.5M
WMT
Walmart Inc.

Consumer Defensive
24.6K
+ 6.03%
$94.4 - $104.27 $2.32M - $2.56M
432K $44.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
57.8K
+ 21.8%
$54.35 - $59.32 $3.14M - $3.43M
323K $19.1M
RDVY
First Trust Rising Dividend Ac

ETFs
12.3K
+ 1.45%
$62.38 - $67.29 $769K - $829K
861K $57.9M
FIW
First Trust Water ETF

ETFs
35.8K
+ 38.82%
$107.54 - $115.08 $3.85M - $4.12M
128K $14.4M
JNJ
Johnson & Johnson

Healthcare
2.93K
+ 2.49%
$155.17 - $185.42 $454K - $543K
120K $22.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
14.7K
+ 6.45%
$108.97 - $121.65 $1.61M - $1.79M
243K $29.4M
RECS
Columbia ETF Tr I

ETFs
79.8K
+ 33.06%
$36.82 - $40.35 $2.94M - $3.22M
321K $13M
MS
Morgan Stanley

Financial Services
8.69K
+ 5.95%
$139.09 - $161.16 $1.21M - $1.4M
155K $24.6M
GS
Goldman Sachs Group Inc

Financial Services
1.79K
+ 6.41%
$696.56 - $806.32 $1.24M - $1.44M
29.6K $23.6M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
15.9K
+ 0.83%
$31.79 - $33.42 $505K - $531K
1.93M $64.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.85K
+ 12.67%
$225.11 - $247.9 $1.99M - $2.19M
78.7K $19.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.55K
+ 2.6%
$224.68 - $282.71 $348K - $438K
61.1K $17.1M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
155K
+ 478.22%
$21.2 - $21.84 $3.29M - $3.39M
188K $4.08M
MRK
Merck & Co., Inc.

Healthcare
26.5K
+ 11.41%
$77.6 - $87.37 $2.06M - $2.32M
259K $21.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
14.6K
+ 3.8%
$84.28 - $89.46 $1.23M - $1.3M
398K $35.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
35.1K
+ 12.22%
$49.43 - $54.52 $1.73M - $1.91M
322K $17.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.57K
+ 6.91%
$182.33 - $194.5 $1.56M - $1.67M
133K $25.8M
VGT
Vanguard Information Technolog

ETFs
878
+ 2.98%
$656.44 - $753.15 $576K - $661K
30.4K $22.7M
VTI
Vanguard Total Stock Market Et

ETFs
4.22K
+ 6.01%
$303.93 - $329.86 $1.28M - $1.39M
74.4K $24.4M
CEG
Constellation Energy Corp

Utilities
9.19K
+ 141.17%
$298.82 - $354.89 $2.75M - $3.26M
15.7K $5.17M
GD
General Dynamics Corp

Industrials
887
+ 1.63%
$293.92 - $341.0 $261K - $302K
55.3K $18.9M
META
Meta Platforms, Inc.

Communication Services
4.62K
+ 3.97%
$695.21 - $791.73 $3.21M - $3.66M
121K $89M
TLT
Ishares Barclays 20+ Year Trea

ETFs
30K
+ 13.57%
$85.01 - $90.35 $2.55M - $2.71M
251K $22.4M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
24K
+ 60.45%
$82.22 - $96.68 $1.97M - $2.32M
63.6K $6.15M
NEE
Nextera Energy Inc

Utilities
15.3K
+ 5.65%
$69.77 - $77.54 $1.07M - $1.19M
286K $21.6M
INTC
Intel Corp

Technology
34.3K
+ 23.44%
$19.31 - $35.5 $662K - $1.22M
181K $6.06M
AZO
Autozone Inc

Consumer Cyclical
279
+ 10.53%
$3649.42 - $4354.54 $1.02M - $1.21M
2.93K $12.6M
MCD
Mcdonalds Corp

Consumer Cyclical
6.43K
+ 10.72%
$291.67 - $316.99 $1.87M - $2.04M
66.4K $20.2M
PEP
Pepsico Inc

Consumer Defensive
10.6K
+ 7.84%
$133.81 - $152.16 $1.42M - $1.61M
146K $20.4M
Activity Summary
Buys All Purchases 944 New Holdings 157 Increased Positions 787 Sells All Sells 643 Reductions 643 Sold out 0 Options Calls 8 Puts 2
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