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
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.77K
+ 27.19%
$97.29 - $105.63 $172K - $187K
8.28K $840K
IWB
Ishares Tr Russell 1000 ETF

ETFs
140
+ 3.89%
$272.36 - $339.57 $38.1K - $47.5K
3.74K $1.27M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.58K
+ 9.79%
$58.63 - $59.9 $151K - $154K
28.9K $1.73M
ROKU
Roku, Inc

Communication Services
443
+ 6.16%
$55.1 - $87.89 $24.4K - $38.9K
7.63K $670K
INDA
Ishares Msci India Index Fund

ETFs
413
+ 1.26%
$49.13 - $55.86 $20.3K - $23.1K
33.3K $1.85M
DAL
Delta Air Lines, Inc.

Industrials
404
+ 1.6%
$35.88 - $52.99 $14.5K - $21.4K
25.6K $1.26M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
7.74K
+ 17.23%
$17.99 - $18.99 $139K - $147K
52.7K $1M
FXH
First Tr Exchange Trd Fd Healt

ETFs
1.53K
+ 64.29%
$93.63 - $103.68 $143K - $158K
3.9K $404K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.89K
+ 2.45%
$22.63 - $26.95 $42.8K - $51K
79K $2.13M
EL
Estee Lauder Companies Inc

Consumer Defensive
1.29K
+ 36.38%
$50.06 - $80.8 $64.7K - $104K
4.84K $391K
MPWR
Monolithic Power Systems Inc

Technology
26
+ 2.9%
$455.19 - $737.73 $11.8K - $19.2K
923 $675K
PPG
Ppg Industries Inc

Basic Materials
805
+ 5.7%
$91.66 - $115.04 $73.8K - $92.6K
14.9K $1.7M
HTGC
Hercules Capital, Inc.

Financial Services
13K
+ 14.26%
$16.24 - $19.1 $210K - $247K
104K $1.9M
KR
Kroger CO

Consumer Defensive
1.05K
+ 5.45%
$64.62 - $74.0 $67.8K - $77.6K
20.3K $1.45M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
174
+ 0.27%
$28.28 - $34.34 $4.92K - $5.98K
64.3K $2.18M
ECC
Eagle Point Credit CO Inc.

Financial Services
23.9K
+ 32.95%
$6.94 - $8.31 $166K - $199K
96.6K $739K
FDLO
Fidelity Covington Tr Low Vola

ETFs
1.55K
+ 6.3%
$54.44 - $62.8 $84.2K - $97.1K
26.1K $1.64M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.92K
+ 14.0%
$47.89 - $48.65 $140K - $142K
23.8K $1.16M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
2.5K
+ 43.58%
$42.44 - $50.03 $106K - $125K
8.24K $412K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.5K
+ 35.19%
$22.3 - $22.57 $145K - $147K
25K $561K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.9K
+ 18.4%
$45.89 - $47.6 $133K - $138K
18.7K $889K
SKYW
Skywest Inc

Industrials
825
+ 20.95%
$79.41 - $103.84 $65.5K - $85.7K
4.76K $490K
CRL
Charles River Laboratories International, Inc.

Healthcare
943
+ 48.89%
$99.75 - $151.89 $94.1K - $143K
2.87K $435K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
3.95K
+ 37.78%
$21.8 - $27.71 $86.1K - $109K
14.4K $396K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.44K
+ 13.35%
$102.02 - $103.5 $147K - $149K
12.3K $1.26M
DTM
Dt Midstream, Inc.

Energy
749
+ 16.79%
$87.23 - $109.91 $65.3K - $82.3K
5.21K $572K
HYG
Ishares Tr

ETFs
513
+ 0.9%
$75.75 - $80.65 $38.9K - $41.4K
57.4K $4.63M
HESM
Hess Midstream LP

Energy
6.06K
+ 25.05%
$35.23 - $42.89 $214K - $260K
30.3K $1.17M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6
+ 0.01%
$29.12 - $35.84 $175 - $215
49.5K $1.77M
PAGP
Plains Gp Holdings LP

Energy
9.95K
+ 36.4%
$17.24 - $21.61 $172K - $215K
37.3K $724K
PINS
Pinterest, Inc.

Communication Services
2.57K
+ 26.57%
$24.21 - $35.95 $62.2K - $92.4K
12.2K $439K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.71K
+ 14.09%
$50.52 - $50.92 $137K - $138K
21.9K $1.12M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
3.12K
+ 5.6%
$15.5 - $20.28 $48.4K - $63.3K
58.9K $1.19M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.55K
+ 32.18%
$145.91 - $168.0 $225K - $260K
6.35K $939K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
16.2K
+ 17.51%
$8.43 - $8.77 $136K - $142K
109K $943K
EEM
Ishares Msci Emerging Markets

ETFs
286
+ 1.09%
$38.52 - $48.28 $11K - $13.8K
26.6K $1.28M
FLIN
Franklin Templeton ETF Tr

ETFs
2.42K
+ 21.42%
$35.01 - $39.98 $84.9K - $96.9K
13.7K $547K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
2.5K
+ 20.32%
$16.58 - $24.56 $41.4K - $61.4K
14.8K $363K
LDOS
Leidos Holdings, Inc.

Technology
106
+ 2.16%
$132.9 - $160.3 $14.1K - $17K
5.02K $791K
FITB
Fifth Third Bancorp

Financial Services
2.42K
+ 16.52%
$33.32 - $41.51 $80.5K - $100K
17.1K $701K
CSQ
Calamos Strategic Total Return Fund

Financial Services
3.81K
+ 13.62%
$13.86 - $18.24 $52.8K - $69.5K
31.8K $579K
DBP
Invesco Db Precious Metals Fund

ETFs
1.27K
+ 14.71%
$66.62 - $77.53 $84.5K - $98.4K
9.89K $743K
MTD
Mettler Toledo International Inc

Healthcare
111
+ 15.21%
$970.15 - $1216.57 $108K - $135K
841 $987K
DKL
Delek Logistics Partners, LP

Energy
2.82K
+ 34.68%
$36.04 - $43.76 $101K - $123K
10.9K $469K
EQIX
Equinix Inc

Real Estate
177
+ 15.75%
$740.07 - $914.43 $131K - $162K
1.3K $1.03M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
640
+ 11.23%
$93.75 - $114.45 $60K - $73.2K
6.34K $725K
GTY
Getty Realty Corp

Real Estate
8.85K
+ 24.15%
$27.38 - $30.93 $242K - $274K
45.5K $1.26M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
602
+ 3.9%
$16.01 - $24.16 $9.64K - $14.5K
16K $387K
SCHX
Schwab Strategic Tr Us Large C

ETFs
898
+ 2.34%
$19.6 - $24.44 $17.6K - $21.9K
39.3K $960K
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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