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
ITW
Illinois Tool Works Inc

Industrials
1.91K
+ 18.88%
$218.41 - $252.43 $418K - $483K
12K $2.98M
RMD
Resmed Inc

Healthcare
722
+ 9.09%
$204.54 - $258.0 $148K - $186K
8.67K $2.24M
CMI
Cummins Inc

Industrials
1.26K
+ 45.26%
$267.12 - $336.65 $336K - $424K
4.04K $1.32M
FANG
Diamondback Energy, Inc.

Energy
5.28K
+ 43.24%
$119.25 - $161.49 $629K - $852K
17.5K $2.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 25.0%
$725400.0 - $809350.0 $725K - $809K
5 $3.64M
STLG
Ishares Factors Us Growth Styl

ETFs
8.9K
+ 16.55%
N/A
62.7K $3.15M
TJX
Tjx Companies Inc

Consumer Cyclical
3.08K
+ 8.15%
$119.13 - $135.03 $367K - $416K
40.9K $5.05M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.46K
+ 29.19%
$99.1 - $99.49 $442K - $444K
19.7K $1.96M
TFC
Truist Financial Corp

Financial Services
6.36K
+ 7.41%
$34.79 - $42.99 $221K - $274K
92.2K $3.97M
PSX
Phillips 66

Energy
7.09K
+ 7.12%
$92.87 - $125.73 $659K - $892K
107K $12.7M
FIX
Comfort Systems Usa Inc

Industrials
229
+ 16.09%
$296.51 - $536.21 $67.9K - $123K
1.65K $885K
MPLX
Mplx LP

Energy
9.13K
+ 41.1%
$46.68 - $53.89 $426K - $492K
31.3K $1.61M
ADM
Archer Daniels Midland CO

Consumer Defensive
6.8K
+ 49.19%
$41.79 - $54.16 $284K - $368K
20.6K $1.09M
HAS
Hasbro, Inc.

Consumer Cyclical
3.7K
+ 30.24%
$50.71 - $73.82 $187K - $273K
15.9K $1.17M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
5.44K
+ 10.4%
$38.78 - $49.2 $211K - $268K
57.8K $2.81M
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.37K
+ 11.4%
$75.33 - $94.56 $178K - $224K
23.1K $2.17M
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.77K
+ 29.04%
$146.74 - $176.07 $407K - $488K
12.3K $2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
18.7K
+ 4.94%
$26.18 - $26.93 $489K - $503K
396K $10.6M
FTHI
First Trust Exchange Traded Fd

ETFs
16.2K
+ 35.52%
$19.66 - $22.85 $318K - $370K
61.8K $1.41M
LNG
Cheniere Energy, Inc.

Energy
1.33K
+ 18.89%
$197.25 - $244.33 $262K - $324K
8.35K $2.03M
SAN
Banco Santander, S.A.

Financial Services
46.7K
+ 396.83%
$5.72 - $8.32 $267K - $388K
58.4K $484K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
577
+ 0.78%
$59.24 - $71.39 $34.2K - $41.2K
74.2K $5.29M
ENB
Enbridge Inc

Energy
7.1K
+ 9.94%
$41.09 - $47.16 $292K - $335K
78.5K $3.56M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
15.7K
+ 35.69%
$23.96 - $24.27 $377K - $382K
59.8K $1.45M
MFC
Manulife Financial Corp

Financial Services
10.1K
+ 13.35%
$26.93 - $32.44 $273K - $329K
86.1K $2.75M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
15.9K
+ 78.27%
$22.36 - $23.73 $355K - $377K
36.2K $858K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
15.1K
+ 20.49%
$25.04 - $25.18 $379K - $381K
89K $2.24M
BWXT
Bwx Technologies, Inc.

Industrials
1.86K
+ 74.81%
$89.24 - $144.06 $166K - $268K
4.35K $626K
FCX
Freeport Mcmoran Inc

Basic Materials
907
+ 1.46%
$29.15 - $44.46 $26.4K - $40.3K
62.9K $2.73M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
10.9K
+ 141.32%
$26.69 - $33.44 $290K - $363K
18.5K $609K
ABNB
Airbnb, Inc.

Consumer Cyclical
875
+ 4.37%
$105.69 - $140.64 $92.5K - $123K
20.9K $2.77M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
441
+ 11.73%
$468.22 - $566.51 $206K - $250K
4.2K $2.38M
WES
Western Midstream Partners, LP

Energy
10.3K
+ 95.54%
$34.99 - $41.61 $359K - $427K
21K $812K
ES
Eversource Energy

Utilities
4.47K
+ 7.83%
$54.25 - $65.89 $242K - $294K
61.5K $3.91M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
555
+ 2.05%
$60.22 - $80.1 $33.4K - $44.5K
27.6K $2.21M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.49K
+ 33.96%
$186.58 - $225.78 $278K - $337K
5.88K $1.28M
AOS
Smith A O Corp

Industrials
5.53K
+ 21.6%
$59.63 - $70.52 $330K - $390K
31.2K $2.04M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.7K
+ 10.19%
$121.58 - $136.74 $328K - $369K
29.1K $3.96M
FLMI
Franklin Dynamic Municipal Bon

ETFs
17.3K
+ 5.83%
$23.57 - $24.6 $407K - $425K
313K $7.6M
PEG
Public Service Enterprise Group Inc

Utilities
3.42K
+ 8.8%
$77.13 - $84.18 $264K - $288K
42.2K $3.56M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
741
+ 70.24%
$299.15 - $396.54 $222K - $294K
1.8K $712K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.7K
+ 3.93%
$105.23 - $109.61 $284K - $296K
71.4K $7.82M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.46K
+ 20.0%
$51.68 - $52.76 $334K - $341K
38.8K $2.05M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
16.2K
+ 13.5%
$24.14 - $25.43 $392K - $413K
136K $3.38M
CG
Carlyle Group Inc.

Financial Services
3.16K
+ 13.33%
$34.78 - $51.4 $110K - $162K
26.9K $1.38M
HBAN
Huntington Bancshares Inc

Financial Services
6.77K
+ 5.06%
$12.49 - $16.76 $84.5K - $113K
140K $2.35M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.9K
+ 6.35%
$56.88 - $70.77 $108K - $134K
31.8K $2.25M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1.03K
+ 3.55%
$60.99 - $77.53 $62.7K - $79.7K
30K $2.33M
BROS
Dutch Bros Inc.

Consumer Cyclical
2.1K
+ 7.09%
$51.37 - $73.72 $108K - $155K
31.7K $2.17M
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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