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
GDV
Gabelli Dividend & Income Trust

Financial Services
2.13K
+ 21.09%
$21.11 - $26.01 $45K - $55.4K
12.2K $318K
FSLR
First Solar, Inc.

Technology
65
+ 4.07%
$120.38 - $192.98 $7.82K - $12.5K
1.66K $275K
VSAT
Viasat Inc

Technology
146
+ 0.88%
$7.7 - $14.6 $1.12K - $2.13K
16.8K $245K
DIV
Global X Superdividend Us ETF

ETFs
4.19K
+ 24.33%
N/A
21.4K $367K
DNP
Dnp Select Income Fund Inc

Financial Services
7.65K
+ 21.67%
$8.89 - $9.88 $68K - $75.6K
43K $420K
FTQI
First Trust ETF Vi First Trust

ETFs
1.85K
+ 4.04%
$16.83 - $19.58 $31.1K - $36.1K
47.5K $929K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
6.91K
+ 33.51%
$7.2 - $8.65 $49.8K - $59.8K
27.5K $238K
EMB
Ishares Tr

ETFs
302
+ 1.52%
$86.54 - $92.62 $26.1K - $28K
20.2K $1.87M
XLB
Select Sector Spdr Fd Material

ETFs
627
+ 9.63%
$74.27 - $88.92 $46.6K - $55.8K
7.14K $626K
LGOV
First Tr ETF Iv Long Duration

ETFs
3.22K
+ 12.19%
$20.73 - $21.92 $66.8K - $70.6K
29.6K $634K
USXF
Ishares Esg Advanced Msci Usa

Technology
23
+ 0.25%
$41.54 - $53.93 $955 - $1.24K
9.2K $495K
FCNCA
First Citizens Bancshares Inc

Financial Services
12
+ 2.8%
$1561.69 - $1966.55 $18.7K - $23.6K
441 $862K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
42
+ 0.83%
$144.63 - $179.53 $6.07K - $7.54K
5.09K $837K
SCCO
Southern Copper Corp

Basic Materials
237
+ 4.4%
$75.63 - $104.64 $17.9K - $24.8K
5.63K $569K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
3.57K
+ 6.5%
$30.93 - $34.56 $110K - $123K
58.4K $1.94M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
23
+ 0.24%
$53.69 - $67.27 $1.23K - $1.55K
9.42K $633K
TDY
Teledyne Technologies Inc

Technology
107
+ 17.23%
$435.54 - $512.31 $46.6K - $54.8K
728 $372K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
6.12K
+ 4.58%
$10.49 - $12.99 $64.2K - $79.5K
140K $1.78M
RL
Ralph Lauren Corp

Consumer Cyclical
20
+ 1.91%
$182.34 - $286.22 $3.65K - $5.72K
1.07K $292K
PDI
Pimco Dynamic Income Fund

Financial Services
3.74K
+ 33.08%
$17.02 - $19.87 $63.7K - $74.3K
15K $285K
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.44K
+ 9.99%
$24.21 - $29.47 $34.8K - $42.3K
15.8K $465K
CBL
Cbl & Associates Properties Inc

Real Estate
2.76K
+ 33.41%
$22.42 - $27.27 $61.9K - $75.2K
11K $279K
TCHP
T Rowe Price Exchange Traded F

Technology
104
+ 1.41%
$34.07 - $45.35 $3.54K - $4.72K
7.48K $339K
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
1.09K
+ 2.09%
$47.03 - $48.37 $51.2K - $52.7K
53.1K $2.56M
EWBC
East West Bancorp Inc

Financial Services
76
+ 1.64%
$71.03 - $101.75 $5.4K - $7.73K
4.7K $474K
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
1.38K
+ 2.3%
$25.57 - $29.33 $35.2K - $40.4K
61.3K $1.77M
MBLY
Mobileye Global Inc.
1.11K
+ 10.14%
$11.77 - $18.44 $13.1K - $20.5K
12.1K $217K
VONE
Vanguard Russell 1000 ETF

ETFs
2
+ 0.1%
$225.48 - $280.86 $451 - $562
2.11K $591K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
740
+ 2.23%
$41.9 - $50.31 $31K - $37.2K
34K $1.63M
SF
Stifel Financial Corp

Financial Services
321
+ 12.82%
$76.49 - $103.78 $24.6K - $33.3K
2.83K $293K
FEP
First Trust Europe Alphadex Fu

ETFs
268
+ 4.32%
$36.11 - $47.8 $9.68K - $12.8K
6.48K $309K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.06K
+ 3.42%
$24.98 - $25.66 $51.4K - $52.8K
62.2K $1.59M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
2.2K
+ 5.68%
$17.8 - $20.34 $39.2K - $44.8K
41K $815K
MTB
M&T Bank Corp

Financial Services
146
+ 8.59%
$156.58 - $193.99 $22.9K - $28.3K
1.85K $357K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
414
+ 15.72%
$83.8 - $101.39 $34.7K - $42K
3.05K $308K
MDT
Medtronic PLC

Healthcare
3.97K
+ 3.66%
$80.68 - $88.86 $320K - $353K
113K $9.81M
TXN
Texas Instruments Inc

Technology
278
+ 0.44%
N/A
64.1K $12.5M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
10.4K
+ 45.27%
$5.25 - $5.92 $54.5K - $61.5K
33.3K $188K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.27K
+ 6.35%
$49.12 - $50.93 $62.5K - $64.8K
21.3K $1.06M
ZG
Zillow Group, Inc.

Communication Services
628
+ 11.87%
$59.44 - $70.64 $37.3K - $44.4K
5.92K $405K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.35K
+ 28.65%
$44.37 - $50.04 $59.7K - $67.4K
6.04K $287K
UBSI
United Bankshares Inc

Financial Services
112
+ 0.42%
$31.5 - $37.32 $3.53K - $4.18K
27.1K $986K
EXPD
Expeditors International Of Washington Inc

Industrials
545
+ 32.69%
$102.84 - $122.24 $56K - $66.6K
2.21K $252K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
1.87K
+ 10.6%
$18.53 - $20.98 $34.7K - $39.2K
19.5K $409K
TECK
Teck Resources LTD

Basic Materials
542
+ 7.54%
$29.05 - $41.48 $15.7K - $22.5K
7.74K $312K
ITB
Ishares Tr

ETFs
680
+ 9.4%
$85.52 - $96.61 $58.2K - $65.7K
7.91K $737K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
8
+ 0.48%
$160.22 - $209.35 $1.28K - $1.67K
1.68K $351K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
200
+ 1.74%
$22.56 - $29.85 $4.51K - $5.97K
11.7K $333K
ZM
Zoom Video Communications, Inc.

Technology
375
+ 8.98%
$66.7 - $84.62 $25K - $31.7K
4.55K $355K
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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