Kestra Private Wealth Services, LLC Incresed Positions in Q2 2025

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
83.6K
+ 5.91%
$94.31 - $157.99 $7.89M - $13.2M
1.5M $237M
MSFT
Microsoft Corp

Technology
7.66K
+ 2.22%
$354.56 - $497.45 $2.72M - $3.81M
352K $175M
AMZN
Amazon Com Inc

Consumer Cyclical
32.8K
+ 4.53%
$167.32 - $223.3 $5.48M - $7.32M
756K $166M
AVGO
Broadcom Inc.

Technology
4.66K
+ 2.18%
$146.29 - $275.65 $682K - $1.28M
218K $60.2M
IVV
Ishares Core S&P 500 ETF

ETFs
27.2K
+ 29.37%
$498.8 - $620.9 $13.6M - $16.9M
120K $74.4M
META
Meta Platforms, Inc.

Communication Services
4.44K
+ 3.97%
$484.66 - $738.09 $2.15M - $3.28M
117K $86M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11K
+ 6.49%
$416.06 - $551.64 $4.59M - $6.09M
181K $99.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
85.9K
+ 108.25%
$166.82 - $194.23 $14.3M - $16.7M
165K $32.1M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
608K
+ 535.98%
$23.45 - $26.56 $14.3M - $16.2M
722K $19.2M
JPM
Jpmorgan Chase & CO

Financial Services
1.78K
+ 0.58%
$210.28 - $289.91 $374K - $516K
310K $89.8M
VUG
Vanguard Growth ETF

ETFs
6.99K
+ 4.41%
$329.49 - $438.4 $2.3M - $3.07M
165K $72.6M
GOOGL
Alphabet Inc.

Communication Services
19.3K
+ 4.64%
$144.7 - $178.6 $2.79M - $3.45M
436K $76.8M
TSLA
Tesla, Inc.

Consumer Cyclical
3K
+ 1.7%
$221.86 - $362.89 $665K - $1.09M
179K $56.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.4K
+ 8.26%
$496.48 - $617.85 $4.17M - $5.19M
110K $68.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
116K
+ 191.12%
$91.43 - $91.74 $10.6M - $10.6M
176K $16.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.19K
+ 5.93%
$321.63 - $509.31 $1.03M - $1.63M
57K $29M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
136K
+ 477.11%
$55.54 - $69.09 $7.54M - $9.38M
164K $11.3M
ORCL
Oracle Corp

Technology
4.61K
+ 4.98%
$122.82 - $218.63 $566K - $1.01M
97K $21.2M
COST
Costco Wholesale Corp

Consumer Defensive
5K
+ 8.06%
$908.13 - $1056.85 $4.54M - $5.29M
67.1K $66.4M
IWY
Ishares Tr Russell 200 Growth

ETFs
7.71K
+ 4.98%
$187.5 - $246.51 $1.45M - $1.9M
163K $40.1M
SHV
Ishares Tr

ETFs
59.8K
+ 1562.25%
$110.06 - $110.46 $6.58M - $6.61M
63.6K $7.03M
SPYG
Spdr Portfolio

ETFs
11.9K
+ 3.27%
$71.83 - $95.32 $854K - $1.13M
375K $35.8M
VGT
Vanguard Information Technolog

ETFs
5.4K
+ 22.44%
$470.37 - $663.28 $2.54M - $3.58M
29.5K $19.6M
MUB
Ishares National Muni Bond ETF

ETFs
61.6K
+ 142.92%
$102.31 - $105.8 $6.31M - $6.52M
105K $10.9M
GOOG
Alphabet Inc.

Communication Services
7.41K
+ 3.14%
$146.58 - $180.01 $1.09M - $1.33M
243K $43.1M
GS
Goldman Sachs Group Inc

Financial Services
2.87K
+ 11.47%
$462.22 - $707.75 $1.33M - $2.03M
27.9K $19.7M
CGDV
Capital Group Divid Value ETF

ETFs
116K
+ 30.1%
$31.93 - $39.49 $3.7M - $4.58M
501K $19.8M
WMT
Walmart Inc.

Consumer Defensive
19.8K
+ 5.12%
$81.79 - $99.98 $1.62M - $1.98M
407K $39.8M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
121K
+ 89.78%
$37.18 - $42.55 $4.5M - $5.14M
256K $10.9M
COIN
Coinbase Global, Inc.

Technology
4.24K
+ 20.34%
$151.47 - $375.07 $642K - $1.59M
25.1K $8.78M
AXON
Axon Enterprise, Inc.

Industrials
706
+ 4.64%
$497.13 - $827.94 $351K - $585K
15.9K $13.2M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
261K
+ 218.33%
$19.49 - $19.66 $5.09M - $5.13M
381K $7.48M
IEFA
Ishares Tr

ETFs
27.6K
+ 7.74%
$67.83 - $84.09 $1.87M - $2.32M
384K $32.1M
ETN
Eaton Corp PLC

Industrials
3.05K
+ 6.57%
$246.52 - $356.99 $753K - $1.09M
49.5K $17.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.48K
+ 14.37%
$141.37 - $228.57 $1.06M - $1.71M
59.6K $13.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
92.1K
+ 24.0%
$49.79 - $50.75 $4.59M - $4.68M
476K $24.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.1K
+ 18.89%
$171.4 - $227.1 $1.9M - $2.52M
69.8K $15.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
61.1K
+ 19.42%
$30.53 - $40.65 $1.86M - $2.48M
375K $15.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
15.3K
+ 0.8%
$27.3 - $31.8 $416K - $485K
1.91M $60.8M
USFR
Wisdomtree Floating Rate Treas

ETFs
87.3K
+ 8.72%
$50.28 - $50.47 $4.39M - $4.41M
1.09M $54.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.76K
+ 1.67%
$82.96 - $110.1 $312K - $413K
229K $25.2M
VO
Vanguard Mid Cap ETF

ETFs
11.9K
+ 29.36%
$228.54 - $279.83 $2.73M - $3.34M
52.6K $14.7M
RTX
Raytheon Technologies Corp

Industrials
10.7K
+ 5.62%
$113.75 - $148.48 $1.21M - $1.58M
200K $29.3M
UBER
Uber Technologies, Inc

Technology
4.52K
+ 2.51%
$64.62 - $93.3 $292K - $421K
184K $17.2M
IBM
International Business Machines Corp

Technology
1.54K
+ 1.97%
$221.03 - $294.78 $341K - $455K
80K $23.6M
HD
Home Depot, Inc.

Consumer Cyclical
10.8K
+ 10.69%
$335.24 - $380.78 $3.62M - $4.11M
112K $41M
PH
Parker Hannifin Corp

Industrials
4.04K
+ 35.96%
$517.23 - $700.54 $2.09M - $2.83M
15.3K $10.7M
AMD
Advanced Micro Devices Inc

Technology
2.02K
+ 2.28%
$78.21 - $143.81 $158K - $290K
90.8K $12.9M
MS
Morgan Stanley

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