Kestra Investment Management, LLC Purchases in Q1 2025

Kestra Investment Management, LLC

  • $2.61 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LKQ
Lkq Corp

Consumer Cyclical
5.57K
New
$36.24 - $44.05 $202K - $245K
5.57K $237M
CAH
Cardinal Health Inc

Healthcare
1.22K
+ 37.32%
$118.02 - $137.77 $144K - $168K
4.48K $617M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.63K
+ 175.29%
$48.06 - $53.73 $222K - $249K
7.27K $354M
VIG
Vanguard Dividend Appreciation

ETFs
1.13K
New
N/A
1.13K $218M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.64K
New
$126.11 - $135.06 $207K - $222K
1.64K $212M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.56K
+ 66.81%
$92.45 - $106.69 $237K - $273K
6.39K $593M
BMY
Bristol Myers Squibb CO

Healthcare
2.68K
+ 34.26%
$53.9 - $63.11 $145K - $169K
10.5K $641M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
26.4K
+ 341.34%
$19.55 - $20.33 $515K - $536K
34.1K $347M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
27.2K
+ 342.32%
$19.0 - $19.66 $517K - $535K
35.2K $346M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
24.5K
+ 340.76%
$21.16 - $21.77 $519K - $534K
31.7K $347M
CHKP
Check Point Software Technologies LTD

Technology
513
+ 28.47%
$179.88 - $231.31 $92.3K - $119K
2.32K $528M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
23.8K
+ 335.7%
$22.11 - $22.43 $526K - $534K
30.9K $348M
OKE
Oneok Inc

Energy
1.92K
+ 376.52%
$89.57 - $109.85 $172K - $211K
2.44K $242M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
23.2K
+ 335.01%
$22.77 - $22.94 $529K - $533K
30.2K $348M
ISRG
Intuitive Surgical Inc

Healthcare
751
+ 164.69%
$476.63 - $610.45 $358K - $458K
1.21K $427M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
22.8K
+ 334.94%
$23.29 - $23.38 $531K - $533K
29.6K $348M
CAT
Caterpillar Inc

Industrials
694
+ 52.46%
$326.75 - $407.63 $227K - $283K
2.02K $665M
BURL
Burlington Stores, Inc.

Consumer Cyclical
1.13K
+ 61.78%
$228.41 - $293.71 $258K - $332K
2.96K $705M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.29K
+ 61.45%
$76.94 - $78.28 $176K - $179K
6.02K $471M
CW
Curtiss Wright Corp

Industrials
1.16K
+ 23.38%
$304.82 - $384.07 $354K - $446K
6.13K $1.95B
VUG
Vanguard Growth ETF

ETFs
871
+ 22.21%
$369.1 - $427.61 $321K - $372K
4.79K $1.78B
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.45K
+ 65.62%
$29.82 - $30.1 $163K - $164K
13.8K $414M
UFPI
Ufp Industries Inc

Basic Materials
1.75K
+ 49.74%
$103.91 - $118.67 $182K - $207K
5.26K $561M
BNDX
Vanguard Total International B

ETFs
3.09K
+ 47.17%
$48.33 - $49.5 $149K - $153K
9.63K $470M
MPC
Marathon Petroleum Corp

Energy
902
+ 31.91%
$134.72 - $159.03 $122K - $143K
3.73K $543M
C
Citigroup Inc

Financial Services
1.99K
+ 77.79%
$67.23 - $84.63 $134K - $168K
4.54K $322M
ROKU
Roku, Inc

Communication Services
2.38K
+ 34.4%
$67.36 - $99.07 $161K - $236K
9.31K $656M
Arista Networks Inc
8.88K
+ 58.53%
N/A
24.1K $1.82B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.78K
+ 71.11%
$73.78 - $76.59 $131K - $136K
4.27K $327M
JNPR
Juniper Networks Inc

Technology
13.3K
+ 244.92%
$34.38 - $39.03 $458K - $520K
18.8K $343M
GRMN
Garmin LTD

Technology
5.56K
+ 116.83%
$204.55 - $241.93 $1.14M - $1.35M
10.3K $1.12B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.36K
+ 43.54%
$85.29 - $92.57 $116K - $126K
4.47K $407M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.02K
+ 91.84%
$165.25 - $224.62 $169K - $230K
2.14K $355M
FDX
Fedex Corp

Industrials
761
+ 248.69%
$230.33 - $281.53 $175K - $214K
1.07K $213M
STWD
Starwood Property Trust, Inc.

Real Estate
550
+ 0.39%
$18.41 - $20.53 $10.1K - $11.3K
141K $2.79B
HON
Honeywell International Inc

Industrials
1.77K
+ 53.88%
$202.75 - $226.52 $359K - $401K
5.06K $867M
MSCI
Msci Inc.

Financial Services
270
+ 31.11%
$541.46 - $628.34 $146K - $170K
1.14K $644M
AMCR
Amcor PLC

Consumer Cyclical
46.9K
+ 196.14%
$9.33 - $10.39 $438K - $487K
70.8K $345M
VVV
Valvoline Inc

Energy
3.94K
+ 33.7%
$34.44 - $40.19 $136K - $158K
15.6K $542M
TMO
Thermo Fisher Scientific Inc.

Healthcare
250
+ 72.05%
$497.6 - $606.74 $124K - $152K
597 $297M
TGNA
Tegna Inc

Communication Services
31.9K
+ 51.55%
$16.63 - $18.95 $530K - $604K
93.7K $1.24B
AMAT
Applied Materials Inc

Technology
2.27K
+ 63.83%
$145.06 - $195.51 $330K - $444K
5.83K $693M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.56K
+ 158.27%
$47.79 - $59.89 $123K - $154K
4.18K $210M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.95K
+ 14.01%
$36.63 - $37.45 $108K - $110K
24K $883M
CSL
Carlisle Companies Inc

Industrials
401
+ 38.63%
$326.43 - $408.24 $131K - $164K
1.44K $490M
ABT
Abbott Laboratories

Healthcare
597
+ 50.68%
$111.1 - $140.22 $66.3K - $83.7K
1.78K $235M
EBAY
Ebay Inc

Consumer Cyclical
541
+ 4.84%
$61.61 - $70.93 $33.3K - $38.4K
11.7K $794M
LPX
Louisiana Pacific Corp

Industrials
1.58K
+ 40.39%
$89.37 - $118.15 $141K - $187K
5.49K $505M
T
At&T Inc.

Communication Services
13.5K
+ 74.94%
$21.56 - $28.28 $290K - $381K
31.5K $506M
Activity Summary
Buys All Purchases 295 New Holdings 30 Increased Positions 265 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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