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
ELS
Equity Lifestyle Properties Inc

Real Estate
5.97K
New
$61.46 - $68.02 $367K - $406K
5.97K $368K
KD
Kyndryl Holdings, Inc.

Technology
8.77K
New
$27.77 - $41.96 $244K - $368K
8.77K $367K
UNM
Unum Group

Financial Services
4.42K
New
$70.48 - $82.91 $311K - $366K
4.42K $356K
HLNE
Hamilton Lane Inc

Financial Services
2.51K
New
$126.65 - $175.49 $318K - $441K
2.51K $356K
MLI
Mueller Industries Inc

Industrials
4.47K
New
$68.45 - $79.6 $306K - $356K
4.47K $355K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
15.8K
New
$22.09 - $22.44 $349K - $355K
15.8K $353K
EXP
Eagle Materials Inc

Basic Materials
1.71K
New
$193.68 - $241.95 $332K - $414K
1.71K $346K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
10.6K
New
$29.44 - $33.91 $312K - $359K
10.6K $346K
WDFC
Wd 40 CO

Basic Materials
1.51K
New
$217.49 - $248.93 $328K - $376K
1.51K $344K
FSMO
Fidelity Covington Tr

ETFs
13K
New
N/A
13K $342K
MOD
Modine Manufacturing CO

Consumer Cyclical
3.38K
New
$69.3 - $105.57 $234K - $357K
3.38K $332K
IBDV
Ishares Tr

Technology
15.1K
New
$21.28 - $21.98 $321K - $331K
15.1K $331K
CRS
Carpenter Technology Corp

Industrials
1.18K
New
$151.3 - $276.38 $179K - $326K
1.18K $326K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
6.75K
New
$42.44 - $49.08 $286K - $331K
6.75K $322K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
15.2K
New
$20.23 - $21.04 $308K - $321K
15.2K $320K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
12.6K
New
$24.31 - $25.29 $307K - $319K
12.6K $319K
WWD
Woodward, Inc.

Industrials
1.29K
New
$157.29 - $247.55 $202K - $319K
1.29K $315K
VIV
Telefonica Brasil S.A.

Communication Services
26.9K
New
$8.28 - $11.4 $222K - $306K
26.9K $306K
VMC
Vulcan Materials CO

Basic Materials
1.17K
New
$226.49 - $276.01 $264K - $322K
1.17K $304K
STM
St Microelectronics N.V.

Technology
9.9K
New
$17.78 - $30.41 $176K - $301K
9.9K $301K
CDW
Cdw Corp

Technology
1.69K
New
$144.49 - $190.68 $244K - $321K
1.69K $301K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.35K
New
$50.5 - $71.23 $220K - $310K
4.35K $294K
UTHR
United Therapeutics Corp

Healthcare
1.02K
New
$276.47 - $328.4 $282K - $335K
1.02K $293K
NLOK
Norton Life Lock Inc.

Technology
13.5K
New
N/A
13.5K $290K
CVLT
Commvault Systems Inc

Technology
1.65K
New
$139.35 - $190.99 $230K - $315K
1.65K $287K
MP
Mp Materials Corp.

Basic Materials
8.56K
New
$18.77 - $37.74 $161K - $323K
8.56K $284K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
8.55K
New
$27.24 - $33.15 $233K - $283K
8.55K $281K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
6.56K
New
$36.36 - $41.4 $238K - $271K
6.56K $271K
CHTR
Charter Communications, Inc.

Communication Services
663
New
$321.68 - $427.25 $213K - $283K
663 $271K
XPND
First Tr Exchange Traded Fd Vi
8.02K
New
$25.1 - $33.68 $201K - $270K
8.02K $270K
DWM
Wisdomtree Tr

ETFs
4.25K
New
$52.06 - $63.91 $221K - $272K
4.25K $270K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
6.72K
New
$28.9 - $40.98 $194K - $275K
6.72K $268K
MEAR
Blackrock Short Maturity Munic

ETFs
5.33K
New
$49.74 - $50.27 $265K - $268K
5.33K $267K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
12.1K
New
$20.19 - $23.59 $244K - $285K
12.1K $266K
CHK
Chesapeake Energy Corp

Energy
3.07K
New
N/A
3.07K $263K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
17.6K
New
$13.74 - $15.66 $242K - $276K
17.6K $262K
LYFT
Lyft, Inc.

Technology
16.7K
New
$9.97 - $17.21 $166K - $287K
16.7K $262K
IXG
Ishares Global Fin'L ETF

ETFs
2.36K
New
$90.79 - $110.82 $214K - $262K
2.36K $261K
OEUR
Alps ETF Tr Oshares Europe Qua

ETFs
7.93K
New
$27.54 - $33.32 $218K - $264K
7.93K $258K
USTB
Victory Portfolios Ii Victorys

ETFs
5.08K
New
$50.21 - $50.82 $255K - $258K
5.08K $257K
IOT
Samsara Inc.

Technology
6.44K
New
$33.46 - $47.74 $215K - $307K
6.44K $256K
SMG
Scotts Miracle Gro CO

Basic Materials
3.87K
New
$48.21 - $66.48 $187K - $257K
3.87K $255K
KIM
Kimco Realty Corp

Real Estate
11.9K
New
$18.7 - $21.69 $223K - $259K
11.9K $250K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.95K
New
$50.08 - $63.14 $198K - $249K
3.95K $249K
FNDX
Schwab Fundamental U S Large C

ETFs
10.1K
New
$20.84 - $24.54 $211K - $249K
10.1K $248K
HUBB
Hubbell Inc

Industrials
604
New
$315.94 - $408.41 $191K - $247K
604 $246K
VTHR
Vanguard Russell 3000 ETF

ETFs
883
New
$218.71 - $272.75 $193K - $241K
883 $240K
RODM
Hartford Multifactor Developed

ETFs
6.99K
New
$28.23 - $34.22 $197K - $239K
6.99K $238K
AFSM
First Tr Exchange Traded Fd Vi

ETFs
7.95K
New
$24.81 - $29.88 $197K - $238K
7.95K $237K
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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