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
BFLY
Butterfly Network, Inc.

Healthcare
500
+ 1.98%
$1.96 - $2.63 $980 - $1.32K
25.8K $51K
ELV
Elevance Health, Inc.

Healthcare
771
+ 11.56%
$372.27 - $452.69 $287K - $349K
7.44K $2.9M
UBFO
United Security Bancshares

Financial Services
555
+ 1.51%
$7.56 - $9.34 $4.2K - $5.18K
37.3K $322K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
33
+ 0.24%
$9.75 - $10.96 $322 - $362
13.9K $143K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
420
+ 1.58%
$6.54 - $7.1 $2.75K - $2.98K
27K $177K
TLRY
Tilray Brands, Inc.

Healthcare
6.19K
+ 12.05%
$0.36 - $0.65 $2.23K - $4.02K
57.6K $23K
DVY
Ishares Tr

ETFs
12
+ 0.16%
$118.37 - $134.86 $1.42K - $1.62K
7.75K $1.03M
BCE
Bce Inc

Communication Services
71
+ 0.47%
$20.87 - $22.95 $1.48K - $1.63K
15.2K $338K
PFG
Principal Financial Group Inc

Financial Services
663
+ 5.1%
$69.56 - $86.19 $46.1K - $57.1K
13.7K $1.09M
BHK
Blackrock Core Bond Trust

Financial Services
103
+ 0.76%
$9.5 - $11.0 $979 - $1.13K
13.7K $133K
CDC
Victory Portfolios Ii Shs Inco

ETFs
35
+ 0.39%
$58.28 - $65.68 $2.04K - $2.3K
9.12K $581K
WCN
Waste Connections, Inc.

Industrials
22
+ 0.89%
$183.26 - $199.95 $4.03K - $4.4K
2.49K $465K
LCID
Lucid Group, Inc.

Consumer Cyclical
883
+ 1.23%
$2.1 - $2.96 $1.85K - $2.61K
72.6K $153K
PCH
Potlatchdeltic Corp

Real Estate
475
+ 8.06%
$37.16 - $44.86 $17.7K - $21.3K
6.37K $244K
PLD
Prologis, Inc.

Real Estate
3.39K
+ 5.97%
$89.76 - $112.34 $304K - $381K
60.1K $6.32M
OVV
Ovintiv Inc.

Energy
41
+ 0.71%
$31.18 - $44.14 $1.28K - $1.81K
5.78K $219K
COP
Conocophillips

Energy
7.01K
+ 16.31%
$82.66 - $106.1 $579K - $744K
50K $4.48M
FDX
Fedex Corp

Industrials
933
+ 6.41%
$198.07 - $245.17 $185K - $229K
15.5K $3.52M
IAK
Ishares Tr

ETFs
13
+ 0.14%
$122.44 - $138.47 $1.59K - $1.8K
9.35K $1.26M
FTGC
First Trust Global Tactical CO

ETFs
992
+ 1.55%
$23.09 - $25.91 $22.9K - $25.7K
64.8K $1.6M
CAPL
Cross America Partners LP

Energy
1.21K
+ 7.68%
$20.89 - $25.14 $25.4K - $30.5K
17K $356K
FBT
First Trust Nyse Arca Biotechn

ETFs
260
+ 2.98%
$145.67 - $165.99 $37.9K - $43.2K
8.98K $1.45M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
255
+ 1.6%
$22.66 - $26.12 $5.78K - $6.66K
16.2K $396K
PCG
Pg&E Corp

Utilities
2.03K
+ 9.89%
$13.55 - $17.87 $27.5K - $36.3K
22.5K $314K
WSO
Watsco Inc

Industrials
123
+ 8.66%
$421.84 - $520.66 $51.9K - $64K
1.54K $681K
WEN
Wendy'S CO

Consumer Cyclical
2.64K
+ 11.14%
$11.11 - $14.72 $29.3K - $38.8K
26.3K $300K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.2K
+ 4.66%
$45.92 - $50.78 $55.3K - $61.1K
27.1K $1.26M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
16.4K
+ 3.6%
$12.21 - $13.9 $200K - $228K
471K $6.15M
ET
Energy Transfer LP

Energy
2.09K
+ 0.97%
$15.65 - $18.93 $32.7K - $39.6K
218K $3.96M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.07K
+ 9.06%
$212.1 - $244.27 $228K - $262K
12.9K $2.82M
FTV
Fortive Corp

Technology
537
+ 11.77%
$52.13 - $74.29 $28K - $39.9K
5.1K $265K
HPQ
Hp Inc

Technology
2.04K
+ 5.48%
$21.88 - $29.32 $44.5K - $59.7K
39.2K $959K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
586
+ 2.18%
$61.03 - $67.59 $35.8K - $39.6K
27.4K $1.76M
ED
Consolidated Edison Inc

Utilities
272
+ 2.51%
$98.05 - $113.3 $26.7K - $30.8K
11.1K $1.12M
PPC
Pilgrims Pride Corp

Consumer Defensive
1.59K
+ 9.62%
$44.55 - $56.26 $70.8K - $89.5K
18.1K $814K
WASH
Washington Trust Bancorp Inc

Financial Services
187
+ 0.52%
$26.08 - $30.06 $4.88K - $5.62K
36.4K $1.03M
SHEL
Shell PLC

Energy
191
+ 0.53%
$59.75 - $73.05 $11.4K - $14K
36.6K $2.57M
KO
Coca Cola CO

Consumer Defensive
995
+ 0.53%
$68.37 - $73.9 $68K - $73.5K
189K $13.3M
RANI
Rani Therapeutics Holdings, Inc.

Healthcare
17K
+ 12.21%
$0.48 - $1.39 $8.15K - $23.6K
156K $79K
BP
Bp PLC

Energy
8.73K
+ 9.36%
$26.11 - $33.81 $228K - $295K
102K $3.05M
WEC
Wec Energy Group, Inc.

Utilities
479
+ 1.39%
$102.24 - $109.76 $49K - $52.6K
34.9K $3.64M
ACN
Accenture PLC

Technology
1.48K
+ 3.45%
$279.23 - $323.21 $414K - $479K
44.5K $13.3M
BAX
Baxter International Inc

Healthcare
957
+ 2.48%
$27.8 - $34.02 $26.6K - $32.6K
39.6K $1.2M
HAL
Halliburton CO

Energy
968
+ 3.09%
$19.26 - $25.7 $18.6K - $24.9K
32.3K $657K
DVN
Devon Energy Corp

Energy
38
+ 0.13%
$26.8 - $37.92 $1.02K - $1.44K
28.8K $914K
PSEC
Prospect Capital Corp

Financial Services
6.34K
+ 3.2%
$3.14 - $4.06 $19.9K - $25.7K
204K $650K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.35K
+ 7.1%
$160.0 - $195.62 $216K - $264K
20.3K $3.31M
PFE
Pfizer Inc

Healthcare
3.79K
+ 1.26%
$21.59 - $24.84 $81.8K - $94.2K
304K $7.36M
DOW
Dow Inc.

Basic Materials
2.41K
+ 6.38%
$25.81 - $34.89 $62.2K - $84.1K
40.2K $1.06M
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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