Kestra Private Wealth Services, LLC Incresed Positions in Q3 2025

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.91K
+ 4.7%
$82.42 - $87.03 $240K - $254K
64.9K $5.64M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.86K
+ 29.86%
$196.15 - $217.83 $756K - $840K
16.8K $3.38M
HTRB
Hartford Fds Total Return Bd E

ETFs
15.5K
+ 53.49%
$33.47 - $34.58 $518K - $535K
44.4K $1.52M
FDN
First Tr Fd Dow Jones

ETFs
647
+ 1.91%
$264.06 - $287.34 $171K - $186K
34.6K $9.67M
CHD
Church & Dwight CO Inc

Consumer Defensive
9.59K
+ 26.71%
$85.84 - $99.09 $823K - $950K
45.5K $3.99M
VRSK
Verisk Analytics, Inc.

Industrials
2.61K
+ 127.95%
$242.3 - $312.95 $631K - $815K
4.64K $1.17M
QBTS
D Wave Quantum Inc.

Technology
16.6K
+ 136.69%
$14.81 - $27.72 $245K - $459K
28.7K $708K
ROK
Rockwell Automation, Inc

Industrials
1.36K
+ 41.87%
$328.67 - $358.52 $446K - $487K
4.6K $1.61M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.54K
+ 2.29%
$28.92 - $32.19 $102K - $114K
158K $5.04M
WFC
Wells Fargo & Company

Financial Services
475
+ 0.36%
$77.05 - $85.16 $36.6K - $40.5K
131K $11M
MP
Mp Materials Corp.

Basic Materials
3.46K
+ 40.42%
$30.03 - $77.13 $104K - $267K
12K $806K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.64K
+ 58.49%
$115.96 - $125.95 $422K - $459K
9.87K $1.24M
RF
Regions Financial Corp

Financial Services
1.32K
+ 0.78%
$24.03 - $27.41 $31.7K - $36.2K
170K $4.48M
TFC
Truist Financial Corp

Financial Services
5.7K
+ 6.18%
$42.83 - $47.07 $244K - $268K
97.9K $4.48M
CL
Colgate Palmolive CO

Consumer Defensive
11.4K
+ 30.59%
$79.36 - $93.33 $902K - $1.06M
48.5K $3.88M
MPC
Marathon Petroleum Corp

Energy
112
+ 0.63%
$158.59 - $198.69 $17.8K - $22.3K
18K $3.47M
MLN
Vaneck Long Muni ETF

ETFs
28K
+ 226.79%
$16.52 - $17.5 $462K - $489K
40.3K $704K
EFG
Msci Eafe Growth ETF

ETFs
2.14K
+ 1.63%
$106.99 - $114.46 $229K - $245K
133K $15.2M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4.35K
+ 14.5%
$77.92 - $81.94 $339K - $357K
34.4K $2.82M
BXP
Boston Properties Inc

Real Estate
2.4K
+ 5.41%
$62.11 - $78.93 $149K - $189K
46.7K $3.47M
FPE
First Tr Pfd Secs & Income ETF

ETFs
11.5K
+ 1.9%
$17.81 - $18.39 $205K - $211K
615K $11.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
639
+ 2.11%
$282.75 - $294.19 $181K - $188K
31K $9.1M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.6K
+ 26.06%
$208.95 - $229.72 $334K - $367K
7.73K $1.78M
FXL
First Tr Exchange Traded Fd Fi

ETFs
797
+ 2.6%
$155.79 - $172.55 $124K - $138K
31.5K $5.28M
QDPL
Pacer Fds Tr Metaurus Us Large
9.2K
+ 32.25%
$39.4 - $42.1 $362K - $387K
37.7K $1.58M
BNDX
Vanguard Total International B

ETFs
9.19K
+ 31.6%
$49.0 - $49.51 $450K - $455K
38.3K $1.89M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.11K
+ 5.53%
$70.77 - $73.59 $291K - $302K
78.3K $5.74M
FQAL
Fidelity Covington Tr Quality

ETFs
2.29K
+ 4.19%
$69.69 - $74.72 $160K - $171K
56.9K $4.25M
DBP
Invesco Db Precious Metals Fund

ETFs
3.61K
+ 36.53%
$74.64 - $88.5 $270K - $320K
13.5K $1.19M
USXF
Ishares Esg Advanced Msci Usa

Technology
7.28K
+ 79.18%
$53.69 - $57.31 $391K - $417K
16.5K $944K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8.63K
+ 39.35%
$50.81 - $51.07 $438K - $440K
30.5K $1.56M
VSAT
Viasat Inc

Technology
6.67K
+ 39.68%
$14.47 - $32.92 $96.6K - $220K
23.5K $688K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
519
+ 12.36%
$567.09 - $607.37 $294K - $315K
4.72K $2.81M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
18.1K
+ 17.45%
N/A
122K $2.89M
ILMN
Illumina, Inc.

Healthcare
4.53K
+ 160.61%
$91.69 - $109.88 $415K - $497K
7.34K $697K
AOR
Ishares Tr Core Growth Allocat

ETFs
656
+ 0.48%
$60.99 - $64.39 $40K - $42.2K
137K $8.84M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.5K
+ 36.63%
$72.65 - $78.68 $327K - $354K
16.8K $1.32M
DECK
Deckers Outdoor Corp

Consumer Cyclical
4.47K
+ 23.44%
$95.32 - $123.91 $426K - $554K
23.6K $2.39M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
17.4K
+ 103.64%
$22.89 - $23.7 $399K - $413K
34.3K $807K
IWR
Ishares Russell Mid Cap ETF

ETFs
580
+ 0.74%
$92.26 - $97.51 $53.5K - $56.6K
78.5K $7.57M
SPMD
Spdr Portfolio

ETFs
4.41K
+ 7.67%
$54.43 - $58.29 $240K - $257K
61.8K $3.54M
WEC
Wec Energy Group, Inc.

Utilities
430
+ 1.23%
$103.66 - $114.59 $44.6K - $49.3K
35.4K $4.05M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.68K
+ 2.52%
$43.65 - $46.42 $117K - $124K
109K $5.06M
XLI
Industrial Sector Spdr

ETFs
2.04K
+ 15.11%
$147.94 - $154.99 $302K - $316K
15.6K $2.4M
VXF
Vanguard Extended Market ETF

ETFs
1K
+ 8.59%
$193.58 - $213.07 $194K - $213K
12.7K $2.65M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.2K
+ 13.2%
$69.02 - $73.57 $290K - $309K
36K $2.65M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.8K
+ 3.47%
$19.49 - $19.61 $367K - $369K
562K $11M
SJM
J M Smucker CO

Consumer Defensive
1K
+ 3.71%
$102.24 - $113.2 $102K - $113K
28K $3.04M
MPWR
Monolithic Power Systems Inc

Technology
228
+ 24.7%
$711.24 - $922.81 $162K - $210K
1.15K $1.06M
Activity Summary
Buys All Purchases 944 New Holdings 157 Increased Positions 787 Sells All Sells 643 Reductions 643 Sold out 0 Options Calls 8 Puts 2
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