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
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-2.76K
- 8.59%
$49.73 - $51.44 $137K - $142K
29.4K $1.51M
SWK
Stanley Black & Decker, Inc.

Industrials
-907
- 12.6%
$55.86 - $76.98 $50.7K - $69.8K
6.29K $426K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-1.83K
- 9.52%
$65.75 - $71.57 $120K - $131K
17.4K $1.24M
VTR
Ventas, Inc.

Real Estate
-771
- 5.76%
$62.45 - $70.08 $48.1K - $54K
12.6K $797K
USB
Us Bancorp \De\

Financial Services
-4.78K
- 14.79%
$36.4 - $45.76 $174K - $219K
27.5K $1.25M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-710
- 32.7%
$136.63 - $176.62 $97K - $125K
1.46K $246K
AVAV
Aero Vironment Inc

Industrials
-2.27K
- 70.93%
$111.65 - $284.95 $253K - $647K
930 $265K
AON
Aon PLC

Financial Services
-175
- 14.14%
$335.85 - $398.81 $58.8K - $69.8K
1.06K $379K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-1.01K
- 39.61%
$111.3 - $134.5 $112K - $135K
1.54K $206K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-14.5K
- 27.74%
$7.05 - $8.02 $103K - $117K
37.9K $303K
MET
Metlife Inc

Financial Services
-1.45K
- 6.13%
$68.42 - $82.49 $98.9K - $119K
22.1K $1.78M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-5.81K
- 26.4%
$11.11 - $14.46 $64.5K - $83.9K
16.2K $202K
IFF
International Flavors & Fragrances Inc

Basic Materials
-1.1K
- 14.49%
$66.85 - $79.33 $73.5K - $87.3K
6.49K $477K
CHKP
Check Point Software Technologies LTD

Technology
-430
- 19.9%
$204.26 - $233.47 $87.8K - $100K
1.73K $382K
VOX
Vanguard Communication Service

ETFs
-923
- 38.05%
$133.12 - $171.03 $123K - $158K
1.5K $257K
GMRE
Global Medical Reit Inc.

Real Estate
-5.06K
- 13.83%
$6.16 - $8.72 $31.2K - $44.2K
31.5K $218K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-2.94K
- 25.7%
$41.22 - $48.01 $121K - $141K
8.5K $407K
SGOL
Abrdn Gold ETF Trust

ETFs
-4.75K
- 16.86%
$28.39 - $32.75 $135K - $155K
23.4K $738K
REAL
The Real Real, Inc.

Consumer Cyclical
-16.4K
- 46.26%
$4.79 - $7.29 $78.3K - $119K
19K $91K
XLC
Select Sector Spdr Tr Communic

ETFs
-3.42K
- 15.17%
$86.13 - $108.53 $294K - $371K
19.1K $2.07M
HYD
Vaneck High Yield Muni ETF

ETFs
-1.65K
- 10.17%
$49.08 - $51.35 $80.7K - $84.5K
14.5K $729K
CMS
Cms Energy Corp

Utilities
-940
- 17.43%
$68.57 - $75.51 $64.5K - $71K
4.45K $308K
TKNO
Alpha Teknova, Inc.

Healthcare
-15.8K
- 26.31%
$4.51 - $7.06 $71.1K - $111K
44.2K $216K
ALC
Alcon Inc

Healthcare
-766
- 18.98%
$82.88 - $98.3 $63.5K - $75.3K
3.27K $288K
EMN
Eastman Chemical CO

Basic Materials
-545
- 13.73%
$72.7 - $88.29 $39.6K - $48.1K
3.43K $255K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-369
- 0.32%
$17.17 - $19.9 $6.34K - $7.34K
114K $2.2M
BBY
Best Buy CO Inc

Consumer Cyclical
-846
- 15.45%
$56.17 - $75.73 $47.5K - $64.1K
4.63K $310K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-3.75K
- 15.01%
$37.41 - $42.4 $140K - $159K
21.2K $900K
SIVR
Abrdn Silver ETF Trust

ETFs
-3.9K
- 17.27%
$28.36 - $35.37 $111K - $138K
18.7K $642K
IYC
Ishares U.S. Consumer Discreti

ETFs
-1.31K
- 35.86%
$79.19 - $99.64 $104K - $131K
2.35K $234K
MPW
Medical Properties Trust Inc

Real Estate
-5.55K
- 14.74%
$4.31 - $5.91 $23.9K - $32.8K
32.1K $138K
AJG
Arthur J. Gallagher & Co.

Financial Services
-70
- 2.68%
$310.86 - $348.77 $21.8K - $24.4K
2.54K $813K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-7.57K
- 12.34%
$13.21 - $14.85 $100K - $112K
53.8K $798K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-3.7K
- 5.21%
$23.29 - $23.38 $86.1K - $86.5K
67.3K $1.57M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-1.73K
- 19.58%
$47.55 - $50.44 $82.2K - $87.2K
7.1K $356K
MCK
Mckesson Corp

Healthcare
-433
- 11.23%
$652.83 - $732.78 $283K - $317K
3.42K $2.51M
VVR
Invesco Senior Income Trust

Financial Services
-25.5K
- 12.37%
$3.31 - $3.8 $84.4K - $96.9K
181K $686K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.56K
- 5.02%
$90.56 - $109.49 $504K - $609K
105K $11.5M
TYL
Tyler Technologies Inc

Technology
-155
- 25.16%
$521.68 - $592.84 $80.9K - $91.9K
461 $273K
LEN
Lennar Corp

Consumer Cyclical
-646
- 22.03%
$102.76 - $115.66 $66.4K - $74.7K
2.29K $252K
GGT
Gabelli Multimedia Trust Inc.

Financial Services
-15.1K
- 39.35%
$3.9 - $4.7 $59K - $71.1K
23.3K $96K
SCHO
Schwab Short Term Us Treasury

ETFs
-3.63K
- 2.06%
$24.19 - $24.45 $87.8K - $88.7K
173K $4.21M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-973
- 27.56%
$90.5 - $114.3 $88.1K - $111K
2.56K $291K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-3.5K
- 7.75%
$22.81 - $22.97 $79.9K - $80.4K
41.7K $955K
AES
Aes Corp

Utilities
-2.78K
- 10.58%
$9.63 - $12.55 $26.8K - $34.9K
23.5K $247K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-1.36K
- 14.77%
N/A
7.82K $450K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.29K
- 25.17%
$73.7 - $90.98 $94.9K - $117K
3.83K $348K
BB
Blackberry LTD

Technology
-24K
- 58.04%
$2.87 - $4.87 $68.9K - $117K
17.4K $79K
SE
Sea LTD

Consumer Cyclical
-1.12K
- 32.0%
$105.57 - $170.4 $119K - $191K
2.39K $381K
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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