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
USFD
Us Foods Holding Corp.

Consumer Defensive
-741
- 21.98%
$60.47 - $79.12 $44.8K - $58.6K
2.63K $202K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-220
- 1.47%
$85.42 - $94.39 $18.8K - $20.8K
14.8K $1.39M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
-1.25K
- 4.42%
$17.83 - $18.22 $22.3K - $22.8K
27.1K $492K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-278
- 6.14%
$103.88 - $123.68 $28.9K - $34.4K
4.25K $525K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
-3.01K
- 13.66%
$4.27 - $5.08 $12.8K - $15.3K
19K $95K
ADSK
Autodesk, Inc.

Technology
-63
- 0.71%
N/A
8.84K $2.17M
KIE
Spdr S&P Insurance ETF

ETFs
-120
- 1.16%
$53.63 - $61.12 $6.44K - $7.33K
10.3K $612K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-429
- 9.2%
$47.29 - $53.34 $20.3K - $22.9K
4.23K $222K
PPBI
Pacific Premier Bancorp Inc

Financial Services
-536
- 2.8%
$18.35 - $22.87 $9.84K - $12.3K
18.6K $392K
AVY
Avery Dennison Corp

Industrials
-62
- 3.79%
$159.58 - $183.97 $9.89K - $11.4K
1.57K $275K
PAYC
Paycom Software, Inc.

Technology
-359
- 6.77%
$193.07 - $265.71 $69.3K - $95.4K
4.94K $1.14M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-775
- 5.22%
$37.32 - $42.19 $28.9K - $32.7K
14.1K $594K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.23K
- 11.82%
$32.66 - $40.75 $72.9K - $91K
16.7K $674K
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
-354
- 6.27%
N/A
5.29K $202K
PSI
Invesco Exchange Traded Fd Tr

ETFs
-1.64K
- 23.96%
$39.29 - $60.31 $64.3K - $98.7K
5.2K $311K
IR
Ingersoll Rand Inc.

Industrials
-380
- 5.94%
$66.75 - $84.94 $25.4K - $32.3K
6.01K $500K
EA
Electronic Arts Inc.

Communication Services
-547
- 10.78%
$132.53 - $159.7 $72.5K - $87.4K
4.53K $723K
FV
First Trust Dorsey Wright Focu

ETFs
-3.28K
- 7.77%
$48.43 - $59.26 $159K - $194K
38.9K $2.31M
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
-1.02K
- 1.33%
$18.18 - $20.14 $18.5K - $20.5K
75.2K $1.52M
AKAM
Akamai Technologies Inc

Technology
-105
- 3.07%
N/A
3.32K $301K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-198
- 5.17%
$89.28 - $103.8 $17.7K - $20.6K
3.63K $376K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.04K
- 10.12%
$19.1 - $23.83 $134K - $168K
62.5K $1.49M
MKL
Markel Corp

Financial Services
-27
- 7.54%
$1678.5 - $1997.36 $45.3K - $53.9K
331 $661K
URBN
Urban Outfitters Inc

Consumer Cyclical
-3.01K
- 28.78%
$43.24 - $75.26 $130K - $227K
7.45K $540K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-587
- 2.56%
$10.78 - $11.28 $6.33K - $6.62K
22.3K $248K
RGR
Sturm Ruger & CO Inc

Industrials
-199
- 2.64%
N/A
7.33K $303K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-2.23K
- 1.79%
$3.84 - $4.48 $8.57K - $10K
122K $537K
VAW
Vanguard Materials ETF

ETFs
-74
- 5.49%
$163.82 - $196.64 $12.1K - $14.6K
1.27K $248K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-15
- 0.22%
$50.46 - $58.08 $757 - $871
6.85K $393K
FE
Firstenergy Corp

Utilities
-60
- 0.29%
$38.31 - $43.17 $2.3K - $2.59K
20.9K $841K
L
Loews Corp

Financial Services
-30
- 0.33%
$80.89 - $92.09 $2.43K - $2.76K
9.08K $832K
MLM
Martin Marietta Materials Inc

Basic Materials
-181
- 13.63%
$452.51 - $568.19 $81.9K - $103K
1.15K $629K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-1.03K
- 3.55%
$44.42 - $51.46 $45.9K - $53.2K
28.1K $1.44M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-572
- 11.31%
$86.93 - $109.64 $49.7K - $62.7K
4.49K $491K
CNHI
Cnh Industrial N.V.

Industrials
-423
- 1.7%
N/A
24.5K $255K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-198
- 0.52%
$45.95 - $47.33 $9.1K - $9.37K
37.6K $1.77M
VRT
Vertiv Holdings CO

Industrials
-29
- 0.7%
N/A
4.13K $357K
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-600
- 5.39%
$29.36 - $33.11 $17.6K - $19.9K
10.5K $348K
UL
Unilever PLC

Consumer Defensive
-553
- 2.79%
$57.9 - $65.43 $32K - $36.2K
19.3K $1.18M
MVIS
Microvision, Inc.

Technology
-1.5K
- 0.99%
N/A
150K $157K
JPSE
J P Morgan Diversified Return

ETFs
-318
- 4.48%
$38.2 - $45.49 $12.1K - $14.5K
6.78K $308K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-248
- 6.15%
$56.27 - $73.32 $14K - $18.2K
3.78K $275K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-3.06K
- 6.48%
$7.69 - $11.46 $23.5K - $35K
44.1K $504K
RY
Royal Bank Of Canada

Financial Services
-423
- 14.53%
$108.36 - $131.55 $45.8K - $55.6K
2.49K $327K
HUSV
First Tr ETF Iii Horizon Manag
-2.49K
- 24.51%
N/A
7.68K $0
VUSB
Vanguard Bd Index Fds
-6.24K
- 37.1%
N/A
10.6K $0
Atlassian Corporation
-482
- 7.9%
N/A
5.62K $0
Spdr Series Trust
-8.18K
- 6.9%
N/A
110K $0
Federated Hermes ETF Trust
-935
- 1.74%
N/A
52.8K $0
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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