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
HSY
Hershey CO

Consumer Defensive
-3.42K
- 29.52%
$151.29 - $173.13 $517K - $592K
8.16K $1.35M
VRSK
Verisk Analytics, Inc.

Industrials
-2.15K
- 51.41%
$277.03 - $321.33 $597K - $692K
2.04K $634K
BRO
Brown & Brown, Inc.

Financial Services
-4.63K
- 67.42%
$104.48 - $124.43 $484K - $576K
2.24K $248K
FTLS
First Tr Long/Short Equity ETF

ETFs
-9.88K
- 36.11%
$60.06 - $66.28 $593K - $655K
17.5K $1.16M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-5.67K
- 42.69%
$108.06 - $135.3 $613K - $768K
7.62K $1.03M
LVHI
Franklin International Low Vol

ETFs
-18.3K
- 23.38%
$28.91 - $33.28 $529K - $609K
60K $1.95M
AZO
Autozone Inc

Consumer Cyclical
-80
- 2.93%
$3478.38 - $3880.15 $278K - $310K
2.65K $9.84M
CB
Chubb LTD

Financial Services
-494
- 1.46%
$274.32 - $302.46 $136K - $149K
33.4K $9.68M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-23.2K
- 41.32%
$19.12 - $22.36 $444K - $519K
33K $704K
CHD
Church & Dwight CO Inc

Consumer Defensive
-482
- 1.33%
$91.57 - $110.76 $44.1K - $53.4K
35.9K $3.45M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-11.9K
- 33.2%
$57.14 - $72.68 $681K - $866K
24K $1.74M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-14K
- 29.11%
$42.85 - $50.11 $601K - $703K
34.2K $1.71M
ADBE
Adobe Inc.

Technology
-1.46K
- 10.92%
$340.0 - $420.68 $495K - $613K
11.9K $4.6M
XLE
Energy Sector Spdr

ETFs
-154
- 0.27%
$76.44 - $94.13 $11.8K - $14.5K
57.3K $4.86M
KHC
Kraft Heinz CO

Consumer Defensive
-858
- 0.82%
$25.61 - $30.81 $22K - $26.4K
104K $2.7M
APD
Air Products & Chemicals, Inc.

Basic Materials
-571
- 2.34%
$248.61 - $294.96 $142K - $168K
23.8K $6.72M
TW
Tradeweb Markets Inc.

Financial Services
-3.13K
- 60.63%
$125.37 - $149.02 $392K - $466K
2.03K $297K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-447
- 21.72%
$483.07 - $625.6 $216K - $280K
1.61K $845K
DHR
Danaher Corp

Healthcare
-1.65K
- 9.68%
$174.64 - $205.16 $288K - $338K
15.4K $3.04M
ECL
Ecolab Inc.

Basic Materials
-2.2K
- 24.48%
$225.65 - $270.95 $496K - $595K
6.78K $1.83M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
-18.9K
- 23.09%
$19.78 - $21.29 $374K - $403K
63.1K $1.3M
GLD
Spdr Gold Trust

ETFs
-7.68K
- 6.69%
$273.71 - $316.29 $2.1M - $2.43M
107K $32.6M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-7.83K
- 20.01%
$47.42 - $51.67 $371K - $404K
31.3K $1.59M
MO
Altria Group, Inc.

Consumer Defensive
-3K
- 1.79%
$55.56 - $60.91 $166K - $182K
164K $9.61M
MGC
Vanguard Mega Cap ETF

ETFs
-3.26K
- 23.22%
$179.23 - $224.92 $585K - $734K
10.8K $2.43M
DD
Du Pont De Nemours, Inc.

Basic Materials
-3.42K
- 13.42%
$55.13 - $75.25 $188K - $257K
22K $1.51M
TDVG
T Rowe Price Exchange Traded F

Technology
-13.9K
- 12.9%
$36.12 - $42.38 $502K - $589K
93.8K $3.98M
RHI
Robert Half International Inc.

Industrials
-3.29K
- 19.31%
$40.31 - $54.71 $133K - $180K
13.8K $564K
GNRC
Generac Holdings Inc.

Industrials
-3.13K
- 55.31%
$101.92 - $143.21 $319K - $448K
2.53K $361K
GEO
Geo Group Inc

Real Estate
-9.79K
- 50.65%
$23.11 - $31.67 $226K - $310K
9.54K $228K
CLX
Clorox CO

Consumer Defensive
-178
- 1.56%
$118.01 - $148.69 $21K - $26.5K
11.2K $1.35M
AWK
American Water Works Company, Inc.

Utilities
-1.36K
- 8.14%
$133.82 - $151.96 $182K - $207K
15.4K $2.14M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-6.97K
- 4.95%
$45.9 - $47.2 $320K - $329K
134K $6.29M
CTRA
Coterra Energy Inc.

Energy
-4.94K
- 8.77%
$22.6 - $29.07 $112K - $144K
51.3K $1.3M
DBEM
Xtrackers Msci Emerging Market

ETFs
-21K
- 14.79%
$22.79 - $27.5 $479K - $577K
121K $3.31M
CMCSA
Comcast Corp

Communication Services
-4.49K
- 3.98%
$32.84 - $36.72 $147K - $165K
108K $3.86M
IT
Gartner Inc

Technology
-654
- 31.47%
$377.5 - $449.52 $247K - $294K
1.42K $575K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-8.75K
- 45.88%
$28.45 - $33.08 $249K - $289K
10.3K $329K
PATH
Ui Path, Inc.

Technology
-37K
- 50.27%
$9.79 - $13.31 $362K - $493K
36.6K $468K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-5.99K
- 37.88%
$47.02 - $47.83 $282K - $287K
9.83K $470K
VGLT
Vanguard Long Term Treasury Et

ETFs
-4.73K
- 53.88%
$53.66 - $58.71 $254K - $278K
4.05K $227K
WHR
Whirlpool Corp

Consumer Cyclical
-4.22K
- 30.8%
$75.71 - $101.42 $319K - $427K
9.47K $960K
IOO
Ishares Tr Global 100 ETF

ETFs
-14.8K
- 12.82%
$84.95 - $107.81 $1.26M - $1.59M
101K $10.8M
OXY
Occidental Petroleum Corp

Energy
-3.27K
- 19.16%
$36.11 - $49.33 $118K - $162K
13.8K $580K
SRLN
Ssga Active Trust

ETFs
-9.38K
- 3.31%
$39.47 - $41.59 $370K - $390K
274K $11.4M
NNN
National Retail Properties, Inc.

Real Estate
-5.97K
- 54.67%
$37.56 - $43.42 $224K - $259K
4.95K $213K
APO
Apollo Global Management, Inc.

Financial Services
-2.64K
- 10.23%
$108.68 - $145.07 $287K - $383K
23.2K $3.29M
BNDX
Vanguard Total International B

ETFs
-5.41K
- 15.69%
$48.77 - $49.55 $264K - $268K
29.1K $1.44M
VGSH
Vanguard

ETFs
-3.96K
- 16.99%
$58.32 - $58.95 $231K - $233K
19.3K $1.14M
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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