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
GH
Guardant Health, Inc.

Healthcare
4.54K
New
$37.05 - $52.04 $168K - $236K
4.54K $236K
ARES
Ares Management Corp

Financial Services
1.36K
New
$118.04 - $175.83 $160K - $239K
1.36K $235K
MTZ
Mastec Inc

Industrials
1.37K
New
$106.07 - $171.99 $146K - $236K
1.37K $234K
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.6K
New
$58.8 - $89.17 $153K - $232K
2.6K $232K
IBMP
Ishares Tr Ibonds December 202

ETFs
9.03K
New
$24.98 - $25.35 $226K - $229K
9.03K $228K
USCI
United States Commodity Index Funds Trust

ETFs
3.12K
New
$65.22 - $76.24 $204K - $238K
3.12K $228K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.42K
New
$53.75 - $67.21 $184K - $230K
3.42K $226K
WY
Weyerhaeuser CO

Real Estate
8.72K
New
$24.69 - $29.48 $215K - $257K
8.72K $224K
FLEE
Franklin Templeton ETF Tr

ETFs
6.63K
New
$27.51 - $34.48 $183K - $229K
6.63K $222K
TEX
Terex Corp

Industrials
4.77K
New
$32.21 - $48.33 $153K - $230K
4.77K $222K
JHMD
John Hancock ETF Tr Multifacto

ETFs
5.58K
New
$31.34 - $38.59 $175K - $215K
5.58K $213K
EXEL
Exelixis, Inc.

Healthcare
4.83K
New
$34.13 - $46.26 $165K - $224K
4.83K $213K
TXT
Textron Inc

Industrials
2.65K
New
$60.72 - $80.34 $161K - $213K
2.65K $212K
PI
Impinj Inc

Technology
1.9K
New
$62.54 - $125.05 $119K - $237K
1.9K $210K
MLPA
Global X Mlp ETF

ETFs
4.2K
New
$46.47 - $54.16 $195K - $227K
4.2K $210K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
2.16K
New
$74.67 - $97.29 $161K - $210K
2.16K $209K
PCAR
Paccar Inc

Industrials
2.2K
New
$86.4 - $99.09 $190K - $218K
2.2K $208K
NTRA
Natera, Inc.

Healthcare
1.23K
New
$132.23 - $171.87 $163K - $212K
1.23K $208K
DFAI
Dimensional ETF Tr

ETFs
5.98K
New
$28.02 - $34.71 $168K - $207K
5.98K $206K
UNFI
United Natural Foods Inc

Consumer Defensive
8.82K
New
$21.3 - $31.55 $188K - $278K
8.82K $205K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.03K
New
$24.88 - $25.41 $200K - $204K
8.03K $204K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
3.38K
New
$47.63 - $60.01 $161K - $203K
3.38K $201K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4.64K
New
$34.78 - $43.42 $162K - $202K
4.64K $201K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
12.3K
New
$12.71 - $14.52 $156K - $178K
12.3K $170K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10.9K
New
$11.9 - $15.57 $129K - $169K
10.9K $167K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4.11K
New
N/A
4.11K $166K
NRZ
New Residential Investment Corp.

Real Estate
21.7K
New
N/A
21.7K $157K
FINV
Fin Volution Group

Financial Services
14.4K
New
$7.03 - $10.11 $101K - $146K
14.4K $136K
VERV
Verve Therapeutics, Inc.

Healthcare
12K
New
$2.97 - $11.38 $35.6K - $137K
12K $134K
UEC
Uranium Energy Corp

Energy
18K
New
$4.0 - $7.05 $71.8K - $127K
18K $122K
QTRX
Quanterix Corp

Healthcare
10.1K
New
$4.28 - $6.72 $43.3K - $67.9K
10.1K $67K
CAN
Canaan Inc.

Technology
103K
New
$0.58 - $0.9 $59.6K - $92.5K
103K $63K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
11.4K
New
$1.46 - $3.71 $16.6K - $42.2K
11.4K $40K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
27.9K
New
$0.91 - $1.45 $25.4K - $40.5K
27.9K $34K
KIND
Nextdoor Holdings, Inc.

Communication Services
10.4K
New
$1.36 - $1.66 $14.1K - $17.2K
10.4K $17K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
22K
New
$0.39 - $0.69 $8.58K - $15.2K
22K $13K
IAUX
I 80 Gold Corp.
14.8K
New
$0.49 - $0.72 $7.25K - $10.7K
14.8K $8K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
10K
New
$0.54 - $0.87 $5.41K - $8.71K
10K $7K
WOLF
Wolfspeed, Inc.

Technology
14.1K
New
$0.4 - $4.46 $5.65K - $63K
14.1K $5K
Victory Portfolios Ii
13.7K
New
N/A
13.7K $0
Exchange Traded Concepts Tru
4.75K
New
N/A
4.75K $0
SGDM
Sprott ETF Tr Gold Miners ETF
4.66K
New
N/A
4.66K $0
Nebius Group N.V.
6.55K
New
N/A
6.55K $0
Tidal Tr Ii
13.3K
New
N/A
13.3K $0
Pgim Rock ETF Tr
17K
New
N/A
17K $0
Tempus Ai Inc
3.47K
New
N/A
3.47K $0
Ab Active Etfs Inc
6.11K
New
N/A
6.11K $0
Parazero Technologies LTD
10K
New
N/A
10K $0
Capital Grp Fixed Incm ETF T
9.73K
New
N/A
9.73K $0
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
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email