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
FEX
First Tr Large Cap Core Alphde

ETFs
-298
- 2.97%
$90.17 - $109.96 $26.9K - $32.8K
9.75K $1.07M
FTNT
Fortinet, Inc.

Technology
-938
- 6.17%
$84.71 - $108.69 $79.5K - $102K
14.3K $1.51M
TPR
Tapestry, Inc.

Consumer Cyclical
-119
- 3.79%
$60.6 - $87.81 $7.21K - $10.4K
3.02K $265K
CCJ
Cameco Corp

Energy
-4.06K
- 38.35%
$36.68 - $74.46 $149K - $302K
6.52K $483K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-5.38K
- 15.27%
$273.67 - $366.17 $1.47M - $1.97M
29.8K $10.9M
EQT
Eqt Corp

Energy
-60
- 0.57%
$46.11 - $60.44 $2.77K - $3.63K
10.5K $614K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-212
- 2.31%
$51.36 - $62.5 $10.9K - $13.3K
8.96K $559K
HII
Huntington Ingalls Industries, Inc.

Industrials
-14
- 1.01%
$183.31 - $241.46 $2.57K - $3.38K
1.38K $332K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-685
- 5.63%
$63.36 - $80.23 $43.4K - $55K
11.5K $921K
XLI
Industrial Sector Spdr

ETFs
-1.3K
- 8.78%
$116.42 - $147.52 $151K - $192K
13.5K $1.99M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-991
- 16.02%
$29.19 - $50.24 $28.9K - $49.8K
5.2K $260K
SAP
Sap Se

Technology
-7
- 0.44%
$237.53 - $309.8 $1.66K - $2.17K
1.58K $481K
CTVA
Corteva, Inc.

Basic Materials
-5.3K
- 13.57%
$55.52 - $74.53 $294K - $395K
33.7K $2.51M
CDE
Coeur Mining, Inc.

Basic Materials
-6.84K
- 16.28%
$4.81 - $9.46 $32.9K - $64.7K
35.2K $311K
MGM
Mgm Resorts International

Consumer Cyclical
-475
- 2.82%
$25.79 - $34.95 $12.3K - $16.6K
16.4K $563K
RGTI
Rigetti Computing, Inc.

Technology
-2.41K
- 9.93%
$7.5 - $14.29 $18.1K - $34.5K
21.9K $259K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-550
- 3.37%
$75.29 - $91.16 $41.4K - $50.1K
15.8K $1.42M
VOD
Vodafone Group Public LTD CO

Communication Services
-967
- 1.58%
$8.19 - $10.66 $7.92K - $10.3K
60.2K $641K
SCHW
Schwab Charles Corp

Financial Services
-681
- 6.72%
$69.06 - $91.24 $47K - $62.1K
9.46K $862K
TDIV
First Trust Nasdaq Technology

ETFs
-1.46K
- 11.88%
$64.41 - $90.17 $93.8K - $131K
10.8K $974K
STT
State Street Corp

Financial Services
-98
- 1.91%
$75.33 - $106.34 $7.38K - $10.4K
5.02K $533K
NDAQ
Nasdaq, Inc.

Financial Services
-225
- 3.07%
$66.4 - $89.42 $14.9K - $20.1K
7.11K $635K
IDXX
Idexx Laboratories Inc

Healthcare
-279
- 13.85%
$361.04 - $536.34 $101K - $150K
1.74K $930K
KT
Kt Corp

Communication Services
-2.11K
- 4.95%
$16.71 - $20.78 $35.2K - $43.8K
40.4K $840K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-12.6K
- 4.2%
$29.52 - $35.31 $372K - $445K
288K $10.1M
XLY
Select Sector Spdr Consumer Di

ETFs
-666
- 5.58%
$176.34 - $218.59 $117K - $146K
11.3K $2.45M
DGRO
Ishares Core Dividend Growth E

ETFs
-3.86K
- 2.41%
$55.22 - $63.94 $213K - $247K
156K $10M
FLEX
Flex Ltd.

Technology
-1.77K
- 15.68%
$26.68 - $50.09 $47.1K - $88.5K
9.5K $474K
CHY
Calamos Convertible & High Income Fund

Financial Services
-328
- 0.27%
$9.18 - $10.99 $3.01K - $3.6K
122K $1.34M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-2.87K
- 2.92%
$24.57 - $29.72 $70.6K - $85.4K
95.5K $2.81M
VTWO
Vanguard Russell 2000 ETF

ETFs
-148
- 0.8%
$70.56 - $87.22 $10.4K - $12.9K
18.3K $1.6M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-731
- 2.98%
$39.43 - $49.34 $28.8K - $36.1K
23.8K $1.13M
MRVL
Marvell Technology, Inc.

Technology
-3.76K
- 14.71%
$49.38 - $79.97 $186K - $301K
21.8K $1.69M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2.02K
- 8.83%
$224.16 - $285.86 $452K - $576K
20.8K $5.95M
FDD
First Trust Stoxx European Sel

ETFs
-1.76K
- 2.28%
$12.08 - $15.54 $21.2K - $27.3K
75.2K $1.17M
KKR
Kkr & Co. Inc.

Financial Services
-287
- 3.05%
$92.79 - $134.29 $26.6K - $38.5K
9.13K $1.22M
ARKW
Ark Next Generation Internet E

ETFs
-611
- 14.69%
$82.77 - $147.9 $50.6K - $90.4K
3.55K $523K
MELI
Mercadolibre Inc

Consumer Cyclical
-4
- 1.9%
$1794.73 - $2613.63 $7.18K - $10.5K
207 $541K
ONON
On Holding Ag

Consumer Cyclical
-436
- 2.31%
$37.65 - $60.68 $16.4K - $26.5K
18.4K $959K
IXUS
Ishares Tr

ETFs
-1.96K
- 5.15%
$62.37 - $77.63 $122K - $152K
36K $2.79M
SKYY
First Trust Cloud Computing Et

ETFs
-343
- 3.44%
$89.46 - $121.64 $30.7K - $41.7K
9.63K $1.17M
VXF
Vanguard Extended Market ETF

ETFs
-388
- 3.22%
$150.43 - $192.71 $58.4K - $74.8K
11.7K $2.25M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-5.7K
- 6.62%
$23.2 - $29.84 $132K - $170K
80.4K $2.4M
AVEM
American Centy ETF Tr Avantis

ETFs
-178
- 0.79%
$53.08 - $68.54 $9.45K - $12.2K
22.4K $1.54M
T
At&T Inc.

Communication Services
-2.06K
- 0.57%
$26.33 - $28.94 $54.3K - $59.7K
362K $10.5M
XLK
Technology Sector Spdr

ETFs
-6.04K
- 16.52%
$179.73 - $253.23 $1.09M - $1.53M
30.5K $7.73M
NET
Cloudflare, Inc.

Technology
-411
- 12.75%
$97.08 - $195.83 $39.9K - $80.5K
2.81K $550K
SYF
Synchrony Financial

Financial Services
-8
- 0.06%
$43.81 - $66.74 $350 - $534
13.7K $913K
TRFM
ETF Ser Solutions Aam Transfor
-1.5K
- 4.98%
$29.9 - $43.19 $44.9K - $64.8K
28.6K $1.24M
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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