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
XLU
Utilities Sector Spdr

ETFs
1.42K
+ 3.07%
$73.09 - $82.77 $103K - $117K
47.5K $3.88M
AFRM
Affirm Holdings, Inc.

Technology
1.49K
+ 25.37%
$35.75 - $69.14 $53.3K - $103K
7.37K $509K
WDC
Western Digital Corp

Technology
1.14K
+ 15.87%
$30.54 - $63.99 $34.9K - $73.2K
8.35K $534K
URI
United Rentals, Inc.

Industrials
33
+ 1.92%
$551.94 - $753.4 $18.2K - $24.9K
1.75K $1.32M
MSI
Motorola Solutions, Inc.

Technology
649
+ 33.71%
$394.72 - $440.39 $256K - $286K
2.57K $1.08M
RVT
Royce Value Trust, Inc.

Financial Services
15K
+ 115.94%
$12.5 - $15.21 $188K - $228K
27.9K $420K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
12.7K
+ 5.17%
$14.97 - $16.79 $191K - $214K
259K $4.33M
FNDF
Schwab Fundamental Intl Large

ETFs
2.83K
+ 9.67%
$32.25 - $40.02 $91.1K - $113K
32K $1.28M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.06K
+ 20.12%
$58.41 - $72.69 $120K - $150K
12.3K $893K
JXN
Jackson Financial Inc.

Financial Services
2.01K
+ 24.84%
$70.35 - $89.5 $141K - $180K
10.1K $895K
FTC
First Tr Lge Cap Growth

ETFs
591
+ 9.29%
$116.97 - $150.97 $69.1K - $89.2K
6.96K $1.05M
PAVE
Global X Fds Us Infrastructure

ETFs
1.02K
+ 3.61%
$33.78 - $43.68 $34.6K - $44.7K
29.4K $1.28M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
2.48K
+ 2.52%
$47.97 - $54.0 $119K - $134K
101K $5.44M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
8.56K
+ 89.44%
$22.15 - $23.69 $190K - $203K
18.1K $429K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.07K
+ 6.93%
$50.1 - $51.02 $204K - $208K
62.8K $3.21M
SPSB
Spdr Portfolio Short Term Corp

ETFs
6.54K
+ 7.99%
$29.82 - $30.19 $195K - $197K
88.4K $2.67M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
3.7K
+ 26.43%
$39.59 - $44.69 $146K - $165K
17.7K $791K
MMLG
First Tr Exc Viii First Multi

Technology
1.21K
+ 4.75%
$24.32 - $33.64 $29.3K - $40.6K
26.6K $894K
AFL
Aflac Inc

Financial Services
4.96K
+ 8.83%
$99.77 - $112.45 $495K - $558K
61.1K $6.44M
RACE
Ferrari N.V.

Consumer Cyclical
41
+ 1.43%
$397.86 - $499.02 $16.3K - $20.5K
2.92K $1.43M
EBAY
Ebay Inc

Consumer Cyclical
1.86K
+ 20.32%
$59.52 - $79.36 $111K - $148K
11K $819K
ROP
Roper Technologies Inc

Industrials
372
+ 61.9%
$519.19 - $590.78 $193K - $220K
973 $551K
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.47K
+ 15.81%
$49.07 - $59.23 $121K - $146K
18.1K $1.07M
VLO
Valero Energy Corp

Energy
1.05K
+ 4.7%
$104.69 - $141.77 $110K - $149K
23.5K $3.15M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.18K
+ 36.56%
$22.68 - $23.28 $186K - $191K
30.6K $710K
CPT
Camden Property Trust

Real Estate
1.95K
+ 64.97%
$106.53 - $122.8 $208K - $239K
4.95K $557K
VICI
Vici Properties Inc.

Real Estate
5.78K
+ 12.82%
$29.41 - $32.97 $170K - $191K
50.8K $1.66M
TD
Toronto Dominion Bank

Financial Services
1.19K
+ 16.36%
$55.71 - $73.45 $66.4K - $87.5K
8.47K $622K
SIL
Global X Silver Miners ETF

ETFs
2.25K
+ 25.8%
$33.97 - $49.02 $76.6K - $110K
11K $529K
UNP
Union Pacific Corp

Industrials
2.12K
+ 4.31%
$208.27 - $238.46 $440K - $504K
51.2K $11.8M
CLF
Cleveland Cliffs Inc.

Basic Materials
35.2K
+ 25.55%
$5.83 - $8.88 $205K - $312K
173K $1.31M
SPG
Simon Property Group Inc

Real Estate
1.64K
+ 10.47%
$140.37 - $171.44 $231K - $282K
17.3K $2.79M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.59K
+ 4.8%
$54.27 - $63.01 $86K - $99.9K
34.6K $2.17M
IBHG
Ishares Tr Ibonds 2027 Term Hi
7.22K
+ 9.05%
$21.56 - $22.54 $156K - $163K
87.1K $1.96M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
868
+ 16.51%
$421.16 - $509.5 $366K - $442K
6.13K $2.73M
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.28K
+ 2.38%
$34.67 - $41.47 $44.5K - $53.2K
55.2K $2.29M
MMM
3 M CO

Industrials
137
+ 0.47%
$126.09 - $154.15 $17.3K - $21.1K
29.3K $4.47M
CVS
Cvs Health Corp

Healthcare
1.89K
+ 4.94%
$60.04 - $70.18 $113K - $133K
40.2K $2.77M
ABCB
Ameris Bancorp

Financial Services
1.22K
+ 8.84%
$50.69 - $64.92 $61.7K - $79.1K
15K $970K
IBN
Icici Bank LTD

Financial Services
4.6K
+ 52.72%
$30.16 - $34.39 $139K - $158K
13.3K $448K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
13
+ 0.02%
$70.7 - $82.14 $919 - $1.07K
61.9K $5.09M
VT
Vanguard Total World Stk Index

ETFs
838
+ 16.47%
$103.16 - $128.52 $86.4K - $108K
5.93K $761K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
4.04K
+ 27.05%
$34.58 - $38.82 $140K - $157K
19K $737K
PHYS
Sprott Physical Gold Trust

Financial Services
4.05K
+ 7.75%
$22.82 - $26.29 $92.4K - $106K
56.3K $1.43M
VONV
Vanguard Russell 1000 Value Et

ETFs
1.39K
+ 6.95%
$73.19 - $85.21 $101K - $118K
21.3K $1.82M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.32K
+ 4.95%
$46.04 - $53.67 $60.5K - $70.6K
27.9K $1.5M
FIS
Fidelity National Information Services, Inc.

Technology
1.28K
+ 13.17%
$68.14 - $82.13 $87.3K - $105K
11K $895K
ACHR
Archer Aviation Inc.

Industrials
9.59K
+ 56.35%
$6.2 - $13.3 $59.5K - $128K
26.6K $288K
IYH
Ishares Tr

ETFs
4.12K
+ 27.5%
$53.97 - $60.17 $222K - $248K
19.1K $1.08M
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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