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
VNLA
Janus Henderson Short Duration

ETFs
2.26K
+ 7.78%
$48.74 - $49.2 $110K - $111K
31.3K $1.54M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.57K
+ 12.37%
$37.51 - $45.52 $58.9K - $71.5K
14.3K $646K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.75K
+ 7.45%
$45.3 - $50.64 $170K - $190K
54K $2.65M
MEDP
Medpace Holdings, Inc.

Healthcare
294
+ 13.37%
$277.23 - $315.28 $81.5K - $92.7K
2.49K $782K
ALK
Alaska Air Group, Inc.

Industrials
2.19K
+ 52.19%
$41.01 - $54.88 $89.9K - $120K
6.39K $316K
MGV
Vanguard Mega Cap Value

ETFs
653
+ 6.24%
$114.87 - $131.25 $75K - $85.7K
11.1K $1.46M
AZN
Astrazeneca PLC

Healthcare
2.86K
+ 11.41%
$64.87 - $75.0 $185K - $214K
27.9K $1.95M
KNSL
Kinsale Capital Group, Inc.

Financial Services
232
+ 14.57%
$419.99 - $501.97 $97.4K - $116K
1.82K $882K
CFG
Citizens Financial Group Inc

Financial Services
1.6K
+ 17.4%
$34.27 - $44.75 $55K - $71.8K
10.8K $484K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.7K
+ 13.46%
$20.42 - $25.3 $55.2K - $68.3K
22.8K $576K
GRMN
Garmin LTD

Technology
853
+ 9.97%
$173.63 - $218.07 $148K - $186K
9.41K $1.96M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.85K
+ 8.28%
$26.41 - $26.76 $102K - $103K
50.4K $1.35M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
632
+ 8.83%
$89.4 - $99.04 $56.5K - $62.6K
7.79K $753K
SOUN
Soundhound Ai, Inc.

Technology
5.05K
+ 29.75%
$7.18 - $11.76 $36.3K - $59.4K
22K $236K
HDV
Ishares Core High Dividend ETF

ETFs
1.19K
+ 11.63%
$108.41 - $120.51 $129K - $143K
11.4K $1.34M
FTA
First Tr Large Cap Value

ETFs
189
+ 0.43%
$67.12 - $78.63 $12.7K - $14.9K
43.8K $3.44M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
4.04K
+ 18.63%
$11.71 - $19.37 $47.3K - $78.3K
25.7K $414K
INTC
Intel Corp

Technology
6.28K
+ 4.48%
$18.13 - $22.69 $114K - $142K
146K $3.28M
CNI
Canadian National Railway CO

Industrials
488
+ 7.07%
$92.66 - $108.13 $45.2K - $52.8K
7.39K $768K
UHS
Universal Health Services Inc

Healthcare
577
+ 47.92%
$157.05 - $197.94 $90.6K - $114K
1.78K $322K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
968
+ 14.51%
$71.94 - $86.02 $69.6K - $83.3K
7.64K $653K
EW
Edwards Lifesciences Corp

Healthcare
863
+ 18.83%
$67.07 - $78.22 $57.9K - $67.5K
5.45K $426K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1K
+ 9.75%
$43.86 - $51.74 $43.9K - $51.7K
11.3K $582K
QBTS
D Wave Quantum Inc.

Technology
1.13K
+ 10.24%
$6.22 - $19.04 $7K - $21.4K
12.1K $177K
SRAD
Sportradar Group Ag

Technology
531
+ 4.41%
$20.32 - $28.08 $10.8K - $14.9K
12.6K $352K
PRI
Primerica, Inc.

Financial Services
415
+ 18.51%
$244.39 - $290.62 $101K - $121K
2.66K $727K
AMCR
Amcor PLC

Consumer Cyclical
10.6K
+ 68.21%
$8.57 - $9.81 $90.8K - $104K
26.1K $240K
SCHC
Schwab Strategic Tr Intl Small

ETFs
210
+ 1.72%
$32.41 - $42.59 $6.81K - $8.94K
12.4K $528K
WPM
Wheaton Precious Metals Corp.

Basic Materials
584
+ 18.99%
$70.56 - $92.75 $41.2K - $54.2K
3.66K $328K
VDC
Vanguard Consumer Staples ETF

ETFs
393
+ 9.23%
$204.89 - $224.73 $80.5K - $88.3K
4.65K $1.02M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
11.1K
+ 15.71%
$4.36 - $5.27 $48.5K - $58.6K
81.9K $419K
IYF
Ishares Tr

ETFs
26
+ 0.25%
$99.23 - $120.99 $2.58K - $3.15K
10.4K $1.25M
EXAS
Exact Sciences Corp

Healthcare
120
+ 1.46%
$40.31 - $58.08 $4.84K - $6.97K
8.33K $442K
DSI
Ishares Msci Kld 400 Social Et

ETFs
10
+ 0.16%
$91.62 - $116.16 $916 - $1.16K
6.23K $723K
QS
Quantum Scape Corp

Consumer Cyclical
1.62K
+ 5.49%
$3.47 - $7.65 $5.61K - $12.4K
31K $208K
VPU
Vanguard Utilities ETF

ETFs
332
+ 7.2%
$158.36 - $178.82 $52.6K - $59.4K
4.95K $873K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
165
+ 1.61%
$58.52 - $71.7 $9.66K - $11.8K
10.4K $714K
FDS
Factset Research Systems Inc

Financial Services
220
+ 10.67%
$398.85 - $473.32 $87.7K - $104K
2.28K $1.02M
NUE
Nucor Corp

Basic Materials
107
+ 1.44%
$103.22 - $131.43 $11K - $14.1K
7.52K $973K
FCFS
First Cash Holdings, Inc.

Financial Services
342
+ 14.52%
$118.0 - $137.63 $40.4K - $47.1K
2.7K $364K
ACGL
Arch Capital Group Ltd.

Financial Services
1.05K
+ 36.84%
$84.99 - $96.82 $89.6K - $102K
3.92K $356K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
606
+ 2.47%
$17.11 - $21.71 $10.4K - $13.2K
25.2K $546K
JKHY
Henry Jack & Associates Inc

Technology
495
+ 12.07%
$163.54 - $186.02 $81K - $92.1K
4.6K $827K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.12K
+ 23.94%
$35.62 - $39.64 $75.6K - $84.1K
11K $427K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
7.12K
+ 50.32%
$12.59 - $16.6 $89.7K - $118K
21.3K $298K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
896
+ 33.62%
$66.87 - $79.47 $59.9K - $71.2K
3.56K $282K
DGX
Quest Diagnostics Inc

Healthcare
565
+ 27.36%
N/A
2.63K $360K
VOOV
Vanguard S&P 500 Value ETF

ETFs
354
+ 14.92%
$162.65 - $188.71 $57.6K - $66.8K
2.73K $514K
INTA
Intapp, Inc.

Technology
2.05K
+ 46.9%
$48.49 - $59.55 $99.5K - $122K
6.43K $331K
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