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
DE
Deere & CO

Industrials
736
+ 8.02%
$412.99 - $531.48 $304K - $391K
9.91K $5.04M
SO
Southern CO

Utilities
7.97K
+ 11.47%
$84.91 - $92.56 $677K - $738K
77.4K $7.11M
FDMO
Fidelity Covington Tr Momentum

ETFs
712
+ 1.15%
$58.0 - $75.86 $41.3K - $54K
62.6K $4.75M
WMB
Williams Companies, Inc.

Energy
7.79K
+ 10.77%
$54.33 - $62.87 $423K - $490K
80.1K $5.03M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.6K
+ 13.05%
$149.76 - $186.42 $389K - $484K
22.5K $4.2M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
15.6K
+ 60.85%
$45.07 - $52.57 $704K - $822K
41.3K $2.02M
NXPI
Nxp Semiconductors N.V.

Technology
1.36K
+ 10.27%
$153.5 - $218.72 $209K - $297K
14.6K $3.19M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
32.5K
+ 6.32%
$20.66 - $20.74 $670K - $673K
546K $11.3M
NI
Nisource Inc.

Utilities
16.6K
+ 280.64%
$37.11 - $40.64 $614K - $673K
22.5K $905K
WELL
Welltower Inc.

Real Estate
4.19K
+ 14.5%
$136.49 - $155.22 $572K - $650K
33.1K $5.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
9.71K
+ 37.03%
$63.54 - $68.5 $617K - $665K
35.9K $2.42M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.23K
+ 1.6%
$74.88 - $91.97 $91.8K - $113K
77.9K $7.16M
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.08K
+ 3.02%
$52.8 - $63.87 $163K - $197K
105K $6.71M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
27.5K
+ 33.34%
$22.54 - $23.17 $620K - $637K
110K $2.53M
HTRB
Hartford Fds Total Return Bd E

ETFs
18.5K
+ 177.82%
$33.14 - $34.12 $614K - $632K
28.9K $980K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
30K
+ 57.85%
$20.16 - $20.49 $605K - $615K
82K $1.68M
ROK
Rockwell Automation, Inc

Industrials
1.47K
+ 82.6%
$218.97 - $332.17 $321K - $487K
3.24K $1.08M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.97K
+ 32.75%
$97.68 - $121.38 $388K - $482K
16.1K $1.95M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
14.8K
+ 17.97%
$26.97 - $32.13 $399K - $475K
97.1K $3.12M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.03K
+ 0.76%
$53.36 - $61.57 $54.9K - $63.3K
137K $8.42M
DASH
Door Dash, Inc.

Communication Services
1.81K
+ 75.04%
$163.16 - $246.51 $295K - $446K
4.22K $1.04M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
677
+ 1.99%
$83.67 - $109.12 $56.6K - $73.9K
34.7K $3.79M
FNV
Franco Nevada Corp

Basic Materials
3.48K
+ 171.74%
$143.04 - $178.17 $497K - $619K
5.5K $901K
DG
Dollar General Corp

Consumer Defensive
3.45K
+ 49.5%
$86.02 - $114.95 $297K - $397K
10.4K $1.19M
GILD
Gilead Sciences, Inc.

Healthcare
5.53K
+ 18.7%
$96.91 - $113.0 $536K - $625K
35.1K $3.89M
BSCU
Invesco Exc Self Ind Tr

ETFs
33.8K
+ 74.88%
$16.31 - $16.78 $550K - $566K
78.8K $1.32M
TREX
Trex CO Inc

Industrials
13.2K
+ 31.24%
$50.52 - $61.77 $669K - $818K
55.6K $3.03M
AMAX
Starboard Invt Tr Rh Hedged Mu
15K
+ 1.59%
$7.12 - $7.94 $107K - $119K
956K $7.52M
RF
Regions Financial Corp

Financial Services
11.7K
+ 7.5%
$18.34 - $23.52 $215K - $276K
168K $3.96M
PLMR
Palomar Holdings, Inc.

Financial Services
2.78K
+ 39.47%
$129.99 - $175.67 $362K - $489K
9.84K $1.52M
SOFI
So Fi Technologies, Inc.

Financial Services
8.62K
+ 14.43%
$9.5 - $18.21 $81.9K - $157K
68.4K $1.25M
FNX
First Tr Mid Cap Core Alphadex

ETFs
2.74K
+ 6.86%
$94.92 - $114.85 $260K - $315K
42.7K $4.9M
SPTS
Spdr Portfolio Short Term Trea

ETFs
18.7K
+ 195.59%
$29.07 - $29.38 $543K - $549K
28.2K $827K
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
6.32K
+ 25.28%
$49.79 - $62.18 $314K - $393K
31.3K $1.95M
IGV
Ishares Expanded Tech Software

ETFs
1.48K
+ 7.88%
$80.15 - $109.5 $118K - $162K
20.2K $2.21M
FAST
Fastenal CO

Industrials
20.7K
+ 226.48%
$40.65 - $83.16 $842K - $1.72M
29.9K $1.25M
FICO
Fair Isaac Corp

Technology
294
+ 163.33%
$1503.62 - $2206.01 $442K - $649K
474 $866K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
10.4K
+ 239.48%
$50.56 - $59.57 $524K - $618K
14.7K $762K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.55K
+ 10.53%
$27.82 - $46.45 $70.9K - $118K
26.7K $1.24M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
9.8K
+ 12.0%
$37.73 - $43.54 $370K - $427K
91.5K $3.95M
FPE
First Tr Pfd Secs & Income ETF

ETFs
22.2K
+ 3.82%
$16.93 - $17.81 $376K - $396K
604K $10.7M
D
Dominion Energy, Inc

Utilities
8.64K
+ 16.03%
$49.66 - $58.0 $429K - $501K
62.5K $3.53M
SLV
I Shares Silver Trust

ETFs
13.4K
+ 33.73%
$27.08 - $33.74 $364K - $454K
53.3K $1.75M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
59.9K
+ 1645.51%
$87.84 - $1441.89 $5.26M - $86.3M
63.5K $5.72M
SEIC
Sei Investments CO

Financial Services
5.3K
+ 192.9%
$66.45 - $89.86 $352K - $476K
8.05K $723K
DELL
Dell Technologies Inc.

Technology
2.19K
+ 29.7%
$71.63 - $125.98 $157K - $276K
9.56K $1.17M
DFIV
Dimensional ETF Tr

ETFs
4.4K
+ 4.99%
$34.67 - $43.21 $153K - $190K
92.7K $3.97M
SKOR
Flexshares Tr Credit Scored Us

ETFs
9.65K
+ 18.52%
$47.3 - $48.78 $457K - $471K
61.8K $3.01M
FQAL
Fidelity Covington Tr Quality

ETFs
2.81K
+ 5.43%
$57.29 - $69.63 $161K - $196K
54.6K $3.8M
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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