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
LRN
Stride, Inc.

Consumer Defensive
-2.34K
- 38.36%
$124.45 - $160.72 $291K - $376K
3.76K $545K
DOCU
Docusign, Inc.

Technology
-2.3K
- 18.43%
$70.35 - $93.84 $162K - $216K
10.2K $794K
CRSP
Crispr Therapeutics Ag

Healthcare
-11.1K
- 50.55%
$31.27 - $48.64 $348K - $541K
10.9K $528K
CAG
Conagra Brands Inc.

Consumer Defensive
-1.4K
- 4.51%
$20.4 - $26.78 $28.5K - $37.4K
29.6K $605K
IRT
Independence Realty Trust, Inc.

Real Estate
-31
- 0.05%
$17.41 - $21.38 $540 - $663
62.1K $1.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.5K
- 2.24%
$50.36 - $50.68 $227K - $228K
197K $9.98M
AIG
American International Group, Inc.

Financial Services
-2.28K
- 15.27%
$77.56 - $87.72 $177K - $200K
12.7K $1.08M
ETR
Entergy Corp

Utilities
-1.93K
- 8.34%
$79.01 - $86.61 $153K - $167K
21.2K $1.77M
TWLO
Twilio Inc

Communication Services
-3.47K
- 41.91%
$81.34 - $124.36 $282K - $431K
4.81K $597K
VALE
Vale S.A.

Basic Materials
-20.7K
- 51.97%
$8.26 - $10.1 $171K - $209K
19.2K $186K
XLP
Consumer Staples Sector Spdr

ETFs
-2.74K
- 9.92%
N/A
24.8K $1.89M
HUM
Humana Inc

Healthcare
-632
- 23.87%
$224.93 - $295.04 $142K - $186K
2.02K $492K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.37K
- 2.44%
$77.74 - $78.78 $262K - $266K
135K $10.6M
VTC
Vanguard Scottsdale Fds Total

ETFs
-2.74K
- 24.64%
$74.71 - $77.33 $205K - $212K
8.39K $649K
SONY
Sony Group Corp

Technology
-8.6K
- 22.59%
$21.24 - $26.88 $183K - $231K
29.5K $766K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-1.12K
- 11.54%
$101.91 - $134.83 $114K - $151K
8.57K $1.08M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-4.77K
- 13.65%
$39.34 - $40.41 $188K - $193K
30.2K $1.21M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-565
- 2.56%
$86.97 - $102.82 $49.1K - $58.1K
21.5K $2.07M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-4.79K
- 51.25%
$40.73 - $50.06 $195K - $240K
4.56K $228K
SNY
Sanofi

Healthcare
-1.23K
- 6.5%
$47.62 - $55.44 $58.4K - $68K
17.6K $852K
FDVV
Fidelity High Dividend ETF

ETFs
-7.92K
- 8.74%
$43.6 - $52.02 $345K - $412K
82.6K $4.3M
EOG
Eog Resources Inc

Energy
-657
- 4.96%
$104.61 - $129.97 $68.7K - $85.4K
12.6K $1.51M
CNQ
Canadian Natural Resources LTD

Energy
-10.6K
- 4.54%
$25.14 - $34.01 $266K - $360K
222K $6.99M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
-7.67K
- 7.73%
$23.03 - $23.59 $177K - $181K
91.6K $2.16M
SNPS
Synopsys Inc

Technology
-1.21K
- 23.14%
$380.9 - $517.66 $461K - $626K
4.02K $2.06M
EWG
Ishares Msci Germany ETF

ETFs
-5.89K
- 46.21%
$33.22 - $42.57 $196K - $251K
6.86K $290K
ARCC
Ares Capital Corp

Financial Services
-7.28K
- 7.1%
$18.91 - $22.43 $138K - $163K
95.3K $2.09M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.28K
- 3.07%
$82.21 - $83.12 $187K - $189K
72K $5.96M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
-3.8K
- 8.7%
$49.54 - $50.53 $188K - $192K
39.9K $2.01M
YUM
Yum Brands Inc

Consumer Cyclical
-632
- 7.37%
$138.36 - $161.45 $87.4K - $102K
7.94K $1.18M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-3.73K
- 31.17%
$45.9 - $56.06 $171K - $209K
8.23K $461K
GSL
Global Ship Lease, Inc.

Industrials
-11.7K
- 29.56%
$18.25 - $26.77 $214K - $314K
28K $735K
CPRT
Copart Inc

Consumer Cyclical
-948
- 5.76%
$47.72 - $63.84 $45.2K - $60.5K
15.5K $760K
EIX
Edison International

Utilities
-1.1K
- 7.46%
$48.32 - $59.92 $53.1K - $65.9K
13.6K $703K
ALL
Allstate Corp

Financial Services
-220
- 1.05%
$180.53 - $212.64 $39.7K - $46.8K
20.8K $4.19M
EQR
Equity Residential

Real Estate
-1.89K
- 21.35%
$61.82 - $71.72 $117K - $136K
6.97K $470K
IP
International Paper CO

Consumer Cyclical
-1.41K
- 9.64%
$43.89 - $54.46 $61.9K - $76.8K
13.2K $619K
PARA
Paramount Global

Communication Services
-19.9K
- 19.49%
$10.65 - $12.9 $212K - $257K
82.4K $1.06M
GM
General Motors CO

Consumer Cyclical
-4.54K
- 15.14%
$42.48 - $50.46 $193K - $229K
25.4K $1.25M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-6.49K
- 28.19%
$18.68 - $21.54 $121K - $140K
16.5K $337K
VHT
Vanguard Health Care ETF

ETFs
-389
- 11.26%
$236.71 - $261.92 $92.1K - $102K
3.07K $761K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-907
- 10.73%
$107.83 - $119.94 $97.8K - $109K
7.55K $813K
EWJ
Ishares Msci Japan ETF

ETFs
-2.67K
- 34.11%
$61.32 - $75.28 $164K - $201K
5.16K $386K
PPL
Ppl Corp

Utilities
-2.55K
- 9.11%
$33.45 - $36.5 $85.2K - $93K
25.4K $861K
CTSH
Cognizant Technology Solutions Corp

Technology
-2.06K
- 22.52%
$66.47 - $81.81 $137K - $169K
7.1K $554K
SNA
Snap On Inc

Industrials
-151
- 4.28%
$292.36 - $342.2 $44.1K - $51.7K
3.38K $1.05M
CL
Colgate Palmolive CO

Consumer Defensive
-333
- 0.89%
$87.57 - $96.0 $29.2K - $32K
37.2K $3.38M
IWLG
Indexiq Active ETF Tr Iq Winsl
-4.53K
- 39.67%
$38.24 - $51.76 $173K - $234K
6.88K $356K
DTE
Dte Energy CO

Utilities
-718
- 10.97%
$127.39 - $139.49 $91.5K - $100K
5.83K $772K
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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