Kestra Private Wealth Services, LLC Sells in Q2 2025

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-66.9K
- 35.03%
$152.42 - $182.82 $10.2M - $12.2M
124K $22.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-113K
- 27.58%
$77.94 - $79.5 $8.78M - $8.96M
296K $23.5M
SUB
Ishares Short Term National Mu

ETFs
-79.1K
- 66.18%
$104.77 - $106.34 $8.29M - $8.41M
40.4K $4.3M
UNH
Unitedhealth Group Inc

Healthcare
-1.04K
- 3.21%
$274.35 - $599.47 $284K - $620K
31.2K $9.73M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-88.2K
- 38.14%
$82.17 - $99.96 $7.25M - $8.82M
143K $14.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-133K
- 33.46%
$43.53 - $54.46 $5.81M - $7.27M
265K $14.4M
EFV
Msci Eafe Value ETF

ETFs
-91.1K
- 24.14%
$52.4 - $64.65 $4.77M - $5.89M
286K $18.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-77.6K
- 11.84%
$47.46 - $55.3 $3.68M - $4.29M
578K $31.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-24K
- 51.41%
$180.84 - $240.32 $4.35M - $5.78M
22.7K $5.46M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-26.6K
- 57.35%
$106.81 - $136.49 $2.84M - $3.62M
19.7K $2.7M
NVO
Novo Nordisk A S

Healthcare
-33.7K
- 56.57%
$58.08 - $81.05 $1.96M - $2.73M
25.9K $1.78M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-25K
- 3.91%
$96.84 - $99.46 $2.42M - $2.48M
613K $60.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-52.4K
- 8.93%
$24.32 - $27.87 $1.27M - $1.46M
534K $14.2M
AMGN
Amgen Inc

Healthcare
-398
- 0.61%
$262.28 - $309.85 $104K - $123K
64.8K $18.1M
TDG
Trans Digm Group Inc

Industrials
-1.69K
- 55.66%
$1231.75 - $1520.64 $2.08M - $2.57M
1.35K $2.05M
GWW
W.W. Grainger, Inc.

Industrials
-1.89K
- 62.1%
$919.93 - $1101.66 $1.74M - $2.08M
1.15K $1.2M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.89K
- 3.06%
$285.55 - $321.23 $541K - $608K
60K $17.5M
CGCP
Capital Group Core Plus Income

ETFs
-74.2K
- 47.87%
$21.92 - $22.56 $1.63M - $1.67M
80.8K $1.82M
FDL
First Tr Morningstar Dividend

ETFs
-32.2K
- 28.37%
$38.19 - $43.19 $1.23M - $1.39M
81.2K $3.4M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-12K
- 26.23%
$90.85 - $102.31 $1.09M - $1.22M
33.6K $3.39M
VZ
Verizon Communications Inc

Communication Services
-12.7K
- 3.71%
$41.67 - $45.62 $530K - $580K
331K $14.3M
CSX
Csx Corp

Industrials
-51.3K
- 36.49%
$26.69 - $32.91 $1.37M - $1.69M
89.3K $2.91M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-13.9K
- 5.41%
N/A
243K $20.9M
IVE
Ishares S&P 500 Value ETF

ETFs
-7.84K
- 9.48%
$168.34 - $195.42 $1.32M - $1.53M
74.8K $14.6M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-13.6K
- 78.06%
$69.8 - $85.28 $952K - $1.16M
3.83K $317K
XLV
Select Sector Spdr Fund Health

ETFs
-5.21K
- 14.82%
$128.77 - $144.3 $671K - $752K
30K $4.04M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-22.4K
- 33.95%
$45.12 - $46.23 $1.01M - $1.03M
43.5K $2.01M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-43K
- 6.11%
$24.48 - $24.9 $1.05M - $1.07M
660K $16.4M
FBCV
Fidelity Covington Tr Blue Chi

ETFs
-30.7K
- 61.88%
$28.94 - $32.74 $889K - $1.01M
18.9K $619K
KMB
Kimberly Clark Corp

Consumer Defensive
-4.59K
- 17.12%
$126.84 - $145.22 $582K - $666K
22.2K $2.86M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-18.2K
- 63.66%
$51.1 - $53.29 $928K - $968K
10.4K $552K
ZTS
Zoetis Inc.

Healthcare
-1.43K
- 1.77%
$144.41 - $170.3 $206K - $243K
79.2K $12.3M
SBUX
Starbucks Corp

Consumer Cyclical
-3.97K
- 4.59%
$79.69 - $99.41 $316K - $395K
82.6K $7.57M
VCIT
Vanguard Intermediate Term Cor

ETFs
-12.2K
- 11.34%
$79.56 - $82.92 $973K - $1.01M
95.6K $7.93M
MBB
Ishares Tr

ETFs
-9.12K
- 41.44%
$91.41 - $94.22 $834K - $860K
12.9K $1.21M
TRV
Travelers Companies, Inc.

Financial Services
-3.21K
- 35.4%
$233.83 - $276.34 $750K - $886K
5.85K $1.57M
RIO
Rio Tinto PLC

Basic Materials
-12.8K
- 53.43%
$52.32 - $62.75 $667K - $800K
11.1K $648K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-21.6K
- 53.89%
$36.35 - $41.07 $786K - $888K
18.5K $759K
UPS
United Parcel Service Inc

Industrials
-2.18K
- 3.79%
$91.92 - $110.2 $200K - $240K
55.3K $5.58M
IEF
Ishares Barclays

ETFs
-7.76K
- 16.91%
$93.15 - $96.56 $723K - $750K
38.1K $3.65M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-9.84K
- 10.6%
$72.02 - $73.82 $708K - $726K
83K $6.11M
IWN
Ishares Russell2000 Val ETF

ETFs
-5.52K
- 22.97%
$131.84 - $157.76 $727K - $870K
18.5K $2.92M
MKC
Mccormick & CO Inc

Consumer Defensive
-7.62K
- 45.5%
$71.11 - $82.25 $542K - $627K
9.13K $692K
DXCM
Dexcom Inc

Healthcare
-10.7K
- 81.55%
$59.83 - $87.57 $638K - $934K
2.42K $210K
PAYX
Paychex Inc

Industrials
-2.94K
- 10.44%
$137.01 - $159.78 $403K - $470K
25.2K $3.67M
HLI
Houlihan Lokey, Inc.

Financial Services
-4.42K
- 67.68%
$141.59 - $182.75 $626K - $808K
2.11K $379K
WM
Waste Management Inc

Industrials
-2.58K
- 8.4%
$216.47 - $242.1 $559K - $625K
28.2K $6.45M
TMUS
T Mobile Us, Inc.

Communication Services
-621
- 3.45%
$220.99 - $268.54 $137K - $167K
17.4K $4.14M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.94K
- 8.68%
$99.37 - $134.05 $193K - $260K
20.4K $2.32M
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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