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
MCHP
Microchip Technology Inc

Technology
-1.51K
- 10.67%
$35.34 - $71.6 $53.4K - $108K
12.6K $889K
AN
Autonation, Inc.

Consumer Cyclical
-132
- 2.07%
$155.71 - $201.03 $20.6K - $26.5K
6.23K $1.24M
NSC
Norfolk Southern Corp

Industrials
-379
- 2.35%
$206.34 - $257.46 $78.2K - $97.6K
15.8K $4.04M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-112
- 0.4%
$120.49 - $141.16 $13.5K - $15.8K
27.9K $3.86M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-1.54K
- 10.2%
$25.35 - $64.65 $39.1K - $99.6K
13.6K $676K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.54K
- 4.24%
$72.96 - $90.39 $185K - $229K
57.3K $5.12M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-6.16K
- 8.02%
$57.41 - $74.81 $354K - $461K
70.6K $5.25M
CW
Curtiss Wright Corp

Industrials
-4
- 0.28%
$283.18 - $488.55 $1.13K - $1.95K
1.45K $706K
IWM
Ishares Russell 2000 ETF

ETFs
-2.96K
- 5.33%
$174.82 - $215.79 $517K - $638K
52.5K $11.3M
ITA
Ishares Tr

ETFs
-2.28K
- 11.59%
$135.31 - $188.64 $309K - $431K
17.4K $3.29M
BK
Bank Of New York Mellon Corp

Financial Services
-1.71K
- 2.82%
$73.31 - $91.62 $125K - $156K
58.8K $5.36M
MPC
Marathon Petroleum Corp

Energy
-540
- 2.93%
$118.55 - $170.08 $64K - $91.8K
17.9K $2.97M
NEM
Newmont Corp

Basic Materials
-2.69K
- 5.49%
$44.18 - $59.46 $119K - $160K
46.3K $2.69M
XLF
Financial Sector Spdr

ETFs
-846
- 0.57%
$43.92 - $52.37 $37.2K - $44.3K
147K $7.69M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-28.7K
- 13.49%
$35.12 - $48.24 $1.01M - $1.38M
184K $8.86M
NKE
Nike, Inc.

Consumer Cyclical
-6.29K
- 5.74%
$53.27 - $72.04 $335K - $453K
103K $7.33M
DLR
Digital Realty Trust, Inc.

Real Estate
-361
- 2.18%
$136.11 - $177.69 $49.1K - $64.1K
16.2K $2.82M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-3.56K
- 0.98%
$81.46 - $94.63 $290K - $337K
358K $33.9M
C
Citigroup Inc

Financial Services
-774
- 1.84%
$58.13 - $85.12 $45K - $65.9K
41.4K $3.52M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.17K
- 2.02%
$22.27 - $29.21 $70.7K - $92.7K
154K $4.51M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-826
- 2.62%
$115.28 - $157.36 $95.2K - $130K
30.7K $4.82M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-247
- 2.9%
$328.01 - $475.68 $81K - $117K
8.26K $3.86M
AMAT
Applied Materials Inc

Technology
-1.31K
- 4.99%
$126.95 - $183.52 $166K - $240K
24.9K $4.56M
TT
Trane Technologies PLC

Industrials
-323
- 3.45%
$315.21 - $437.41 $102K - $141K
9.03K $3.95M
ZS
Zscaler, Inc.

Technology
-517
- 6.11%
$174.67 - $315.32 $90.3K - $163K
7.94K $2.49M
HWM
Howmet Aerospace Inc.

Industrials
-484
- 2.58%
$112.33 - $186.13 $54.4K - $90.1K
18.3K $3.41M
HDB
Hdfc Bank LTD

Financial Services
-88
- 0.09%
$63.78 - $77.48 $5.61K - $6.82K
99.6K $7.64M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-143
- 0.17%
$108.12 - $135.04 $15.5K - $19.3K
81.6K $11M
INTU
Intuit Inc

Technology
-1
- 0.02%
$544.07 - $787.63 $544 - $788
6.46K $5.09M
VONG
Vanguard Russell 1000 Growth E

ETFs
-18.3K
- 9.32%
$82.51 - $109.2 $1.51M - $2M
178K $19.5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.13K
- 1.66%
$113.67 - $150.4 $129K - $170K
67K $10.1M
EFG
Msci Eafe Growth ETF

ETFs
-1.01K
- 0.76%
$89.8 - $112.0 $90.2K - $113K
131K $14.7M
SOXX
Ishares Semiconductor ETF

ETFs
-2.94K
- 6.81%
$154.86 - $239.07 $455K - $703K
40.2K $9.6M
AXP
American Express CO

Financial Services
-1.75K
- 4.05%
$231.39 - $318.98 $405K - $559K
41.5K $13.2M
DIS
Walt Disney CO

Communication Services
-2.13K
- 2.69%
$81.72 - $124.01 $174K - $265K
77.2K $9.57M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-4.55K
- 1.33%
$41.45 - $54.46 $189K - $248K
337K $17.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.8K
- 5.35%
$456.74 - $568.03 $2.65M - $3.29M
103K $58.3M
AGOX
Starboard Invt Tr

ETFs
-48.2K
- 5.1%
$23.19 - $29.58 $1.12M - $1.43M
897K $26.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.18K
- 3.06%
$320.42 - $424.58 $1.02M - $1.35M
101K $42.7M
NFLX
Netflix Inc

Communication Services
-507
- 1.92%
$855.86 - $1339.13 $434K - $679K
25.9K $34.7M
PLTR
Palantir Technologies Inc.

Technology
-22K
- 5.49%
$74.01 - $144.25 $1.63M - $3.17M
379K $51.6M
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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