Kestra Investment Management, LLC Incresed Positions in Q3 2025

Kestra Investment Management, LLC

  • $3.73 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
334K
+ 11.0%
$94.17 - $99.95 $31.5M - $33.4M
3.37M $337B
SPYG
Spdr Portfolio

ETFs
142K
+ 6.47%
$94.33 - $105.31 $13.4M - $15M
2.35M $245B
VEU
Vanguard Ftse All World Ex Us

ETFs
285K
+ 12.13%
$66.38 - $71.68 $18.9M - $20.4M
2.63M $188B
QUAL
Ishares Msci Usa Quality Facto

ETFs
98.5K
+ 12.59%
$182.33 - $194.5 $18M - $19.2M
881K $171B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
471K
+ 12.54%
$45.6 - $46.92 $21.5M - $22.1M
4.22M $197B
VO
Vanguard Mid Cap ETF

ETFs
55.6K
+ 11.43%
$279.83 - $293.74 $15.6M - $16.3M
542K $160B
DFIV
Dimensional ETF Tr

ETFs
278K
+ 10.33%
$42.66 - $46.53 $11.9M - $12.9M
2.97M $137B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
63.7K
+ 8.58%
$148.97 - $165.88 $9.48M - $10.6M
805K $133B
CGDV
Capital Group Divid Value ETF

ETFs
243K
+ 15.56%
$39.59 - $42.21 $9.62M - $10.3M
1.81M $75.9B
CGGR
Capital Group Growth ETF Shs C

ETFs
207K
+ 14.06%
$40.2 - $44.58 $8.31M - $9.21M
1.68M $73.6B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
21.3K
+ 8.82%
$195.29 - $223.85 $4.17M - $4.78M
263K $58.5B
DFAI
Dimensional ETF Tr

ETFs
218K
+ 30.49%
$34.05 - $36.55 $7.41M - $7.95M
931K $33.9B
DIHP
Dimensional ETF Tr Dimensional

ETFs
207K
+ 11.23%
$28.69 - $30.59 $5.93M - $6.32M
2.05M $62.2B
MBB
Ishares Tr

ETFs
71K
+ 14.79%
$92.46 - $95.73 $6.56M - $6.8M
551K $52.4B
CGCP
Capital Group Core Plus Income

ETFs
303K
+ 26.18%
$22.27 - $22.95 $6.74M - $6.95M
1.46M $33.2B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
122K
+ 14.89%
$50.73 - $52.47 $6.17M - $6.38M
939K $49B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
135K
+ 13.87%
$45.72 - $47.27 $6.16M - $6.37M
1.11M $51.9B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
106K
+ 9.2%
$52.39 - $53.11 $5.55M - $5.63M
1.26M $66.7B
LRGF
Ishares Tr

ETFs
48.3K
+ 10.09%
$64.13 - $69.24 $3.1M - $3.34M
526K $36.4B
IVE
Ishares S&P 500 Value ETF

ETFs
13.6K
+ 5.97%
$194.44 - $206.51 $2.65M - $2.82M
242K $50B
DFIC
Dimensional ETF Tr Dimensional

ETFs
30.2K
+ 1.2%
$30.76 - $33.01 $930K - $998K
2.55M $83.7B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
13.5K
+ 11.96%
$236.25 - $257.69 $3.18M - $3.47M
126K $32.3B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
102K
+ 8.15%
$50.53 - $50.82 $5.17M - $5.2M
1.36M $69B
NVDA
Nvidia Corp

Technology
5.42K
+ 3.84%
$153.3 - $186.58 $831K - $1.01M
147K $27.4B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
55.3K
+ 12.15%
N/A
510K $34.1B
AAPL
Apple Inc.

Technology
2.15K
+ 3.25%
$202.38 - $256.87 $436K - $553K
68.4K $17.4B
MLN
Vaneck Long Muni ETF

ETFs
155K
+ 9.8%
$16.52 - $17.5 $2.57M - $2.72M
1.74M $30.5B
Blackrock ETF Trust Ii
60.3K
+ 5.51%
N/A
1.15M $61.5B
AVIG
American Centy ETF Tr Avantis

ETFs
85.4K
+ 85.16%
$41.02 - $42.32 $3.5M - $3.61M
186K $7.81B
GOOGL
Alphabet Inc.

Communication Services
3.93K
+ 11.21%
$174.36 - $254.72 $685K - $1M
38.9K $9.47B
MUB
Ishares National Muni Bond ETF

ETFs
20.9K
+ 4.98%
$103.24 - $106.68 $2.16M - $2.23M
441K $46.9B
ADSK
Autodesk, Inc.

Technology
9.36K
+ 148.79%
N/A
15.6K $4.97B
CGGO
Capital Group Global Growth Eq

ETFs
72K
+ 28.27%
$31.71 - $34.17 $2.28M - $2.46M
327K $11.2B
AVUS
American Centy ETF Tr Avantis

ETFs
24.3K
+ 57.75%
$101.2 - $109.16 $2.46M - $2.65M
66.4K $7.22B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
55.5K
+ 3.77%
$39.58 - $40.74 $2.2M - $2.26M
1.53M $62B
INTF
Ishares Tr

ETFs
22.1K
+ 1.79%
$33.72 - $36.17 $745K - $799K
1.26M $45.2B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
30.1K
+ 8.46%
$42.67 - $46.91 $1.28M - $1.41M
386K $18B
CHWY
Chewy, Inc.

Consumer Cyclical
70.9K
+ 392.57%
$34.27 - $42.33 $2.43M - $3M
89K $3.6B
AVUV
American Centy ETF Tr Avantis

ETFs
25.1K
+ 81.86%
$90.37 - $102.12 $2.27M - $2.56M
55.8K $5.55B
USRT
Ishares Core U.S. Reit ETF

ETFs
37.8K
+ 15.21%
$55.64 - $59.37 $2.1M - $2.24M
286K $16.8B
DFUS
Dimensional ETF Tr U S Equity

ETFs
31.8K
+ 43.25%
$67.01 - $72.84 $2.13M - $2.31M
105K $7.62B
Fidelity Covington Trust
19.5K
+ 4.22%
N/A
482K $19.8B
Dimensional ETF Trust
46.6K
+ 73.05%
N/A
110K $5.96B
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
11.3K
+ 4.49%
$108.77 - $115.6 $1.23M - $1.31M
264K $29.8B
DFSD
Dimensional ETF Tr Short Durat

ETFs
46.4K
+ 83.5%
$47.86 - $48.43 $2.22M - $2.25M
102K $4.92B
Dimensional ETF Trust
38.5K
+ 88.41%
N/A
82.1K $4.55B
AVDV
American Centy ETF Tr Avantis

ETFs
21.5K
+ 78.46%
$79.24 - $89.03 $1.71M - $1.92M
49K $4.36B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
28.6K
+ 2.47%
$45.07 - $47.56 $1.29M - $1.36M
1.18M $54.5B
VGIT
Vanguard Intermediate Term Tre

ETFs
33.7K
+ 10.21%
$58.97 - $60.36 $1.99M - $2.03M
363K $21.8B
Activity Summary
Buys All Purchases 294 New Holdings 50 Increased Positions 244 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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