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
VKTX
Viking Therapeutics, Inc.

Healthcare
1.02K
+ 11.53%
$19.98 - $29.49 $20.3K - $30K
9.85K $260K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
4.02K
+ 19.81%
$6.66 - $8.12 $26.8K - $32.6K
24.3K $197K
GGG
Graco Inc

Industrials
370
+ 5.83%
$74.02 - $87.26 $27.4K - $32.3K
6.72K $577K
RJF
Raymond James Financial Inc

Financial Services
27
+ 0.91%
$123.65 - $153.88 $3.34K - $4.15K
2.99K $459K
WU
Western Union CO

Financial Services
13.4K
+ 43.28%
$8.37 - $10.63 $112K - $142K
44.3K $372K
SYY
Sysco Corp

Consumer Defensive
277
+ 0.81%
$68.0 - $75.91 $18.8K - $21K
34.4K $2.61M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
830
+ 3.47%
$16.57 - $20.48 $13.8K - $17K
24.7K $506K
ZION
Zions Bancorporation, National Association

Financial Services
77
+ 0.4%
$41.39 - $51.94 $3.19K - $4K
19.4K $1.01M
JPIN
Jp Morgan Diversified Return I

ETFs
67
+ 1.18%
$52.18 - $64.25 $3.5K - $4.3K
5.77K $369K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
755
+ 2.87%
$10.8 - $16.92 $8.15K - $12.8K
27.1K $372K
NXST
Nexstar Media Group, Inc.

Communication Services
335
+ 14.87%
$144.68 - $181.86 $48.5K - $60.9K
2.59K $447K
CNC
Centene Corp

Healthcare
1.53K
+ 24.07%
$53.4 - $64.29 $81.9K - $98.6K
7.91K $429K
IXC
Ishares Tr Global Energy ETF

ETFs
2.25K
+ 13.87%
$34.69 - $42.32 $78.2K - $95.4K
18.5K $726K
AVK
Advent Convertible & Income Fund

Financial Services
2.59K
+ 15.24%
$10.01 - $12.11 $25.9K - $31.4K
19.6K $237K
USAC
Usa Compression Partners, LP

Energy
2.64K
+ 31.05%
$22.12 - $27.69 $58.5K - $73.2K
11.2K $271K
SKYX
Skyx Platforms Corp.

Industrials
59.9K
+ 25.06%
$0.91 - $1.5 $54.5K - $89.9K
299K $313K
TRU
Trans Union

Industrials
220
+ 4.96%
$69.26 - $91.89 $15.2K - $20.2K
4.66K $409K
IBHE
Ishares Ibonds 2025 Term High

ETFs
1.65K
+ 1.03%
$22.98 - $23.27 $37.9K - $38.4K
163K $3.78M
WMS
Advanced Drainage Systems, Inc.

Industrials
145
+ 3.72%
$96.79 - $123.55 $14K - $17.9K
4.04K $464K
AG
First Majestic Silver Corp

Basic Materials
1.51K
+ 8.13%
$5.24 - $8.55 $7.9K - $12.9K
20.1K $165K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
650
+ 8.85%
N/A
7.99K $498K
PRU
Prudential Financial Inc

Financial Services
955
+ 6.44%
$95.12 - $112.71 $90.8K - $108K
15.8K $1.7M
IYR
Ishares Tr

ETFs
434
+ 20.71%
$84.48 - $96.25 $36.7K - $41.8K
2.53K $239K
SHW
Sherwin Williams CO

Basic Materials
293
+ 2.74%
$313.51 - $363.51 $91.9K - $107K
11K $3.78M
XEL
Xcel Energy Inc

Utilities
935
+ 9.72%
$65.65 - $72.39 $61.4K - $67.7K
10.6K $718K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
141
+ 3.31%
$73.0 - $85.5 $10.3K - $12.1K
4.4K $369K
ING
Ing Groep Nv

Financial Services
374
+ 2.94%
$16.62 - $21.98 $6.22K - $8.22K
13.1K $286K
ABSI
Absci Corp

Healthcare
14.6K
+ 86.63%
$2.24 - $3.22 $32.6K - $46.9K
31.4K $80K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
794
+ 2.0%
$45.2 - $46.6 $35.9K - $37K
40.5K $1.87M
NGG
National Grid PLC

Utilities
115
+ 3.55%
$62.74 - $74.79 $7.22K - $8.6K
3.36K $249K
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.11K
+ 1.11%
$30.29 - $30.83 $33.7K - $34.3K
101K $3.12M
OMFL
Invesco Exchange Traded Self I

ETFs
1
+ 0.01%
$48.43 - $57.78 $48.4 - $57.8
8.05K $465K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
634
+ 6.4%
$49.57 - $50.27 $31.4K - $31.9K
10.5K $530K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
713
+ 1.31%
$4.41 - $5.47 $3.14K - $3.9K
55K $300K
LOW
Lowes Companies Inc

Consumer Cyclical
1.89K
+ 5.56%
$210.83 - $235.28 $399K - $446K
35.9K $7.97M
OPEN
Opendoor Technologies Inc.

Real Estate
260K
+ 122.82%
$0.51 - $1.09 $132K - $283K
471K $249K
SHYD
Vaneck Short High Yield Muni E

ETFs
1.4K
+ 12.32%
$21.84 - $22.79 $30.5K - $31.8K
12.7K $287K
SSNC
Ss&C Technologies Holdings Inc

Technology
532
+ 3.31%
$71.96 - $83.42 $38.3K - $44.4K
16.6K $1.37M
VTRS
Viatris Inc

Healthcare
3.23K
+ 18.34%
$7.26 - $9.12 $23.4K - $29.4K
20.8K $185K
FSIG
First Tr ETF Iv LTD Duration I
946
+ 1.21%
$18.77 - $19.14 $17.8K - $18.1K
79.3K $1.52M
NWL
Newell Brands Inc.

Consumer Defensive
7.85K
+ 58.03%
$4.48 - $6.27 $35.2K - $49.2K
21.4K $115K
BHP
Bhp Group LTD

Basic Materials
691
+ 10.66%
$40.22 - $50.88 $27.8K - $35.2K
7.17K $344K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
24
+ 0.25%
$20.72 - $25.75 $497 - $618
9.62K $247K
NOC
Northrop Grumman Corp

Industrials
275
+ 3.05%
$456.3 - $540.39 $125K - $149K
9.3K $4.65M
TROW
Price T Rowe Group Inc

Financial Services
60
+ 1.26%
$80.27 - $98.06 $4.82K - $5.88K
4.83K $466K
ROST
Ross Stores, Inc.

Consumer Cyclical
225
+ 4.83%
$126.62 - $154.26 $28.5K - $34.7K
4.89K $623K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
4.62K
+ 26.21%
$12.07 - $14.61 $55.8K - $67.5K
22.3K $286K
OXLC
Oxford Lane Capital Corp.

Financial Services
10.6K
+ 33.68%
$4.01 - $4.96 $42.4K - $52.5K
42K $176K
PRF
Invesco Exchange Traded Fd Tr

ETFs
242
+ 2.7%
$35.77 - $42.27 $8.66K - $10.2K
9.19K $388K
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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