Kestra Private Wealth Services, LLC New Holdings in Q2 2025

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BALT
Innovator Etfs Tr
139K
New
$30.33 - $32.1 $4.23M - $4.47M
139K $4.47M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
52.5K
New
$50.09 - $51.09 $2.63M - $2.68M
52.5K $2.68M
CLOI
Vaneck ETF Tr

ETFs
45.3K
New
$51.16 - $53.02 $2.32M - $2.4M
45.3K $2.4M
KXI
Ishares Tr Global Consumer Sta

ETFs
30.4K
New
$60.73 - $67.45 $1.85M - $2.05M
30.4K $1.99M
SMIN
Ishares Msci India Small Cap I

ETFs
24.2K
New
$64.64 - $77.18 $1.56M - $1.87M
24.2K $1.87M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
38K
New
$39.94 - $44.64 $1.52M - $1.7M
38K $1.7M
MRSK
Toews Agility Shares Managed R

Technology
49.9K
New
$30.02 - $33.57 $1.5M - $1.67M
49.9K $1.67M
IONQ
Ion Q, Inc.

Technology
30.7K
New
$20.68 - $48.04 $634K - $1.47M
30.7K $1.32M
RNST
Renasant Corp

Financial Services
35.4K
New
$27.68 - $36.52 $979K - $1.29M
35.4K $1.27M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
8.77K
New
$101.69 - $139.02 $892K - $1.22M
8.77K $1.22M
AVDE
American Centy ETF Tr Avantis

ETFs
15K
New
$59.32 - $74.36 $889K - $1.11M
15K $1.11M
JBL
Jabil Inc

Technology
4.46K
New
$116.88 - $218.1 $521K - $973K
4.46K $972K
BCS
Barclays PLC

Financial Services
46.8K
New
$12.69 - $18.61 $594K - $871K
46.8K $869K
NTAP
Net App, Inc.

Technology
8.07K
New
$76.1 - $106.55 $614K - $860K
8.07K $859K
CDX
Simplify Exch.Trad Fds Simplif

ETFs
35.4K
New
$21.77 - $24.89 $770K - $880K
35.4K $824K
BMO
Bank Of Montreal

Financial Services
7.42K
New
$87.54 - $110.63 $650K - $821K
7.42K $820K
LYV
Live Nation Entertainment, Inc.

Communication Services
5.3K
New
$118.81 - $151.28 $630K - $802K
5.3K $802K
IYK
Ishares U.S. Consumer Staples

ETFs
10.6K
New
$67.29 - $72.42 $714K - $768K
10.6K $747K
PWB
Invesco Exchange Traded Fd Tr

ETFs
6.02K
New
$86.24 - $117.44 $519K - $707K
6.02K $706K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
32.5K
New
$21.01 - $21.59 $682K - $701K
32.5K $699K
DDS
Dillard'S, Inc.

Consumer Cyclical
1.66K
New
$294.77 - $422.75 $490K - $702K
1.66K $694K
DIHP
Dimensional ETF Tr Dimensional

ETFs
23.5K
New
$24.32 - $29.74 $572K - $699K
23.5K $693K
CPNG
Coupang, Inc.

Consumer Cyclical
22.9K
New
$19.76 - $30.81 $453K - $707K
22.9K $687K
CRPT
First Tr ETF Fd Viii Skybridge
29.5K
New
$10.82 - $23.21 $319K - $684K
29.5K $684K
KFY
Korn Ferry

Industrials
9.3K
New
$59.48 - $74.54 $553K - $693K
9.3K $681K
ERIC
Ericsson Lm Telephone CO

Technology
79.9K
New
$6.77 - $8.86 $541K - $708K
79.9K $677K
PODD
Insulet Corp

Healthcare
2.01K
New
$238.57 - $327.47 $480K - $659K
2.01K $632K
LMB
Limbach Holdings, Inc.

Industrials
4.24K
New
$69.3 - $142.14 $293K - $602K
4.24K $593K
USRT
Ishares Core U.S. Reit ETF

ETFs
10.2K
New
$50.37 - $57.97 $514K - $591K
10.2K $576K
GFI
Gold Fields LTD

Basic Materials
24.2K
New
$19.94 - $25.71 $482K - $622K
24.2K $572K
NTES
Net Ease, Inc.

Communication Services
4.26K
New
$91.37 - $134.58 $389K - $573K
4.26K $572K
RELX
Relx PLC

Communication Services
10.2K
New
$45.31 - $55.66 $463K - $568K
10.2K $554K
PNR
Pentair PLC

Industrials
5.3K
New
$76.17 - $103.58 $403K - $549K
5.3K $543K
FXU
First Tr Exchange Traded Fd Ut

ETFs
12.6K
New
$37.86 - $43.29 $477K - $545K
12.6K $533K
OMF
One Main Holdings, Inc.

Financial Services
8.83K
New
$40.42 - $57.0 $357K - $503K
8.83K $503K
EEFT
Euronet Worldwide, Inc.

Technology
4.63K
New
$87.44 - $112.74 $405K - $522K
4.63K $469K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.3K
New
$24.94 - $25.42 $458K - $466K
18.3K $466K
ATI
Allegheny Technologies Inc

Industrials
5.37K
New
$41.97 - $86.8 $225K - $466K
5.37K $463K
CHWY
Chewy, Inc.

Consumer Cyclical
10.5K
New
$31.21 - $48.21 $329K - $508K
10.5K $448K
FHI
Federated Hermes, Inc.

Financial Services
9.41K
New
$35.85 - $44.32 $337K - $417K
9.41K $416K
IDCC
Inter Digital, Inc.

Communication Services
1.83K
New
$183.37 - $234.7 $335K - $429K
1.83K $409K
LII
Lennox International Inc

Industrials
711
New
$508.76 - $605.77 $362K - $431K
711 $407K
WHD
Cactus, Inc.

Energy
9.16K
New
$35.05 - $47.38 $321K - $434K
9.16K $400K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
12.9K
New
$28.81 - $34.65 $372K - $447K
12.9K $394K
DDOG
Datadog, Inc.

Technology
2.93K
New
$87.0 - $134.33 $255K - $394K
2.93K $394K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
11.2K
New
$27.79 - $34.16 $312K - $384K
11.2K $382K
ALLE
Allegion PLC

Industrials
2.63K
New
$118.52 - $145.64 $312K - $383K
2.63K $378K
STRL
Sterling Construction CO Inc

Industrials
1.61K
New
$104.96 - $231.51 $169K - $374K
1.61K $372K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
16K
New
$22.7 - $23.33 $363K - $373K
16K $372K
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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