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
GLW
Corning Inc

Technology
14.5K
+ 24.46%
$39.07 - $52.59 $566K - $761K
73.7K $3.87M
SYK
Stryker Corp

Healthcare
1.79K
+ 9.18%
$337.37 - $395.63 $603K - $707K
21.3K $8.41M
NEE
Nextera Energy Inc

Utilities
21.8K
+ 8.74%
$64.11 - $75.0 $1.4M - $1.63M
271K $18.8M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
158
+ 0.28%
$60.61 - $87.72 $9.58K - $13.9K
56.1K $4.76M
CDNS
Cadence Design Systems Inc

Technology
733
+ 4.53%
$231.64 - $323.08 $170K - $237K
16.9K $5.21M
APP
App Lovin Corp

Technology
1.46K
+ 21.48%
$219.37 - $417.89 $321K - $611K
8.27K $2.9M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
54.4K
+ 11.14%
$19.44 - $19.56 $1.06M - $1.06M
543K $10.6M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.47K
+ 26.05%
$177.93 - $313.14 $262K - $462K
7.13K $2.23M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.23K
+ 5.34%
$139.8 - $197.22 $172K - $242K
24.2K $4.78M
VST
Vistra Corp.

Utilities
3.56K
+ 78.91%
$98.07 - $195.04 $349K - $695K
8.07K $1.56M
CVNA
Carvana Co.

Consumer Cyclical
768
+ 12.69%
$162.57 - $345.64 $125K - $265K
6.82K $2.3M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
49.8K
+ 266.67%
$20.01 - $20.15 $997K - $1M
68.5K $1.38M
IYW
Ishares Dj Us Tech ETF

ETFs
2.3K
+ 12.53%
$122.57 - $173.27 $282K - $399K
20.7K $3.58M
GIS
General Mills Inc

Consumer Defensive
25.6K
+ 59.51%
$50.37 - $60.97 $1.29M - $1.56M
68.6K $3.55M
BSX
Boston Scientific Corp

Healthcare
6.58K
+ 16.4%
$89.7 - $107.41 $590K - $707K
46.7K $5.02M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
31.2K
+ 24.35%
$27.29 - $29.28 $853K - $915K
160K $4.67M
HEFA
Ishares Currency Hedged Msci E

ETFs
23.8K
+ 70.87%
$32.11 - $38.21 $763K - $908K
57.3K $2.17M
EAT
Brinker International, Inc

Consumer Cyclical
4.74K
+ 143.44%
$128.68 - $181.78 $609K - $861K
8.04K $1.45M
NRG
Nrg Energy, Inc.

Utilities
2.09K
+ 22.08%
$83.61 - $162.67 $175K - $340K
11.6K $1.86M
IAU
Ishares Gold Trust

ETFs
6.33K
+ 3.88%
$56.1 - $64.74 $355K - $410K
169K $10.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.21K
+ 17.23%
$219.76 - $276.94 $485K - $611K
15K $4.16M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.18K
+ 4.8%
$100.35 - $100.71 $921K - $924K
200K $20.2M
AOA
Ishares Tr Core Aggressive All

ETFs
4.63K
+ 5.9%
$69.46 - $83.4 $321K - $386K
83.1K $6.93M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
14.3K
+ 12.33%
$46.92 - $55.01 $671K - $787K
130K $7.08M
SPGI
S&P Global Inc.

Financial Services
950
+ 4.28%
$438.31 - $527.29 $416K - $501K
23.1K $12.2M
BX
Blackstone Inc.

Financial Services
2.09K
+ 3.36%
$120.07 - $151.11 $251K - $315K
64.1K $9.59M
CTAS
Cintas Corp

Industrials
3.05K
+ 22.24%
$190.11 - $227.66 $579K - $694K
16.8K $3.73M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
15.5K
+ 11.81%
$32.61 - $38.62 $506K - $599K
147K $5.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
421
+ 0.56%
$151.62 - $183.47 $63.8K - $77.2K
75.9K $13.9M
TOST
Toast, Inc.

Technology
10.2K
+ 25.01%
$30.03 - $45.23 $306K - $461K
51K $2.26M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.59K
+ 16.41%
$61.92 - $81.5 $346K - $455K
39.6K $3.23M
CEG
Constellation Energy Corp

Utilities
458
+ 7.57%
$170.96 - $322.76 $78.3K - $148K
6.51K $2.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.46K
+ 2.26%
$54.19 - $67.22 $134K - $166K
111K $7.49M
O
Realty Income Corp

Real Estate
16.1K
+ 12.86%
$52.27 - $58.52 $842K - $942K
141K $8.14M
TSCO
Tractor Supply CO

Consumer Cyclical
21.5K
+ 19.08%
$47.86 - $55.77 $1.03M - $1.2M
134K $7.09M
IEMG
Ishares Inc

ETFs
16K
+ 4.47%
N/A
374K $20.1M
CTRE
Care Trust Reit, Inc.

Real Estate
27.1K
+ 371.01%
$26.65 - $30.69 $721K - $830K
34.3K $1.05M
SPMD
Spdr Portfolio

ETFs
12.7K
+ 28.39%
$44.89 - $54.38 $570K - $691K
57.4K $3.12M
RBLX
Roblox Corp

Communication Services
3.99K
+ 45.94%
$51.22 - $105.59 $204K - $421K
12.7K $1.33M
AMT
American Tower Corp

Real Estate
3.19K
+ 9.08%
$203.96 - $228.19 $650K - $727K
38.3K $8.46M
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.47K
+ 6.22%
$89.02 - $104.29 $398K - $467K
76.4K $7.97M
PPA
Invesco Exchange Traded Fd Tr

ETFs
5.35K
+ 208.3%
$105.2 - $141.69 $563K - $758K
7.91K $1.12M
TGT
Target Corp

Consumer Defensive
10.9K
+ 23.1%
$88.76 - $105.77 $964K - $1.15M
57.8K $5.71M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.14K
+ 7.33%
$114.78 - $133.31 $475K - $552K
60.6K $8.08M
IEZ
Ishares Tr

ETFs
50.3K
+ 194.53%
$14.77 - $19.84 $742K - $997K
76.1K $1.29M
CARR
Carrier Global Corp

Industrials
8.24K
+ 43.59%
$55.55 - $75.83 $458K - $625K
27.2K $1.99M
VIG
Vanguard Dividend Appreciation

ETFs
4.19K
+ 6.32%
N/A
70.5K $12.8M
NVS
Novartis Ag

Healthcare
4.43K
+ 19.98%
$101.96 - $121.01 $451K - $536K
26.6K $3.22M
CME
Cme Group Inc.

Financial Services
2.5K
+ 49.19%
$252.37 - $290.71 $632K - $728K
7.59K $2.09M
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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