Kestra Investment Management, LLC Incresed Positions in Q1 2025

Kestra Investment Management, LLC

  • $2.61 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
287K
+ 191.26%
$251.87 - $277.95 $72.3M - $79.8M
437K $113B
DFIV
Dimensional ETF Tr

ETFs
930K
+ 62.97%
$35.33 - $40.77 $32.9M - $37.9M
2.41M $94.8B
VEU
Vanguard Ftse All World Ex Us

ETFs
340K
+ 18.87%
$56.51 - $62.98 $19.2M - $21.4M
2.14M $130B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
904K
+ 130.96%
$50.48 - $51.04 $45.6M - $46.1M
1.59M $57B
MBB
Ishares Tr

ETFs
173K
+ 64.06%
$90.37 - $94.08 $15.7M - $16.3M
444K $41.7B
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
354K
+ 525.37%
$106.44 - $113.12 $37.7M - $40M
421K $23.9B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
181K
+ 6.99%
$90.0 - $96.32 $16.3M - $17.4M
2.77M $255B
Blackrock ETF Trust Ii
877K
+ 120.58%
N/A
1.6M $53.3B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
249K
+ 49.27%
$49.67 - $51.43 $12.4M - $12.8M
755K $38.6B
USRT
Ishares Core U.S. Reit ETF

ETFs
226K
+ 751963.31%
$55.14 - $60.29 $12.4M - $13.6M
226K $13B
QUAL
Ishares Msci Usa Quality Facto

ETFs
188K
+ 31.41%
$168.16 - $186.21 $31.7M - $35.1M
789K $119B
CGDV
Capital Group Divid Value ETF

ETFs
712K
+ 64.07%
$34.95 - $37.36 $24.9M - $26.6M
1.82M $47.4B
DFAI
Dimensional ETF Tr

ETFs
244K
+ 86.34%
$28.88 - $32.4 $7.05M - $7.91M
527K $16.4B
IEMG
Ishares Inc

ETFs
99.8K
+ 12.98%
N/A
869K $46.9B
CGCP
Capital Group Core Plus Income

ETFs
286K
+ 46.13%
$21.94 - $22.64 $6.27M - $6.47M
906K $20.3B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.19M
+ 92.08%
$38.99 - $40.37 $46.3M - $47.9M
2.48M $56.3B
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.24M
+ 89.74%
$25.54 - $28.79 $57.1M - $64.4M
4.73M $69.8B
MEAR
Blackrock Short Maturity Munic

ETFs
168K
+ 56.54%
$49.97 - $50.36 $8.39M - $8.46M
465K $20B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
73.9K
+ 9.53%
$44.68 - $46.49 $3.3M - $3.44M
849K $39.3B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
139K
+ 2990.34%
$50.72 - $50.92 $7.04M - $7.06M
143K $4.17B
JMBS
Janus Detroit Str Tr Henderson

ETFs
348K
+ 118.01%
$43.53 - $45.42 $15.1M - $15.8M
643K $16.8B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.04M
+ 96.26%
$39.65 - $43.35 $41.2M - $45M
2.12M $47.4B
INTF
Ishares Tr

ETFs
1.06M
+ 86.31%
$28.43 - $31.96 $30.2M - $33.9M
2.29M $37.7B
DFUS
Dimensional ETF Tr U S Equity

ETFs
31.7K
+ 230.17%
$59.61 - $66.71 $1.89M - $2.11M
45.4K $2.75B
SWKS
Skyworks Solutions, Inc.

Technology
61.6K
+ 877.1%
$64.12 - $93.96 $3.95M - $5.79M
68.7K $2.4B
LNG
Cheniere Energy, Inc.

Energy
6.85K
+ 319.1%
$209.32 - $253.66 $1.43M - $1.74M
9K $2.06B
CGGR
Capital Group Growth ETF Shs C

ETFs
644K
+ 56.59%
$33.98 - $39.84 $21.9M - $25.7M
1.78M $43.9B
AVIG
American Centy ETF Tr Avantis

ETFs
38K
+ 407.87%
$40.06 - $41.55 $1.52M - $1.58M
47.3K $1.96B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
31.8K
+ 11.0%
$37.07 - $40.63 $1.18M - $1.29M
321K $12.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.05K
+ 855.46%
$468.34 - $539.52 $1.43M - $1.65M
3.41K $1.6B
AVUS
American Centy ETF Tr Avantis

ETFs
15.7K
+ 176.12%
$90.7 - $101.57 $1.42M - $1.59M
24.6K $2.27B
IVV
Ishares Core S&P 500 ETF

ETFs
2.64K
+ 76.5%
$554.06 - $615.85 $1.46M - $1.62M
6.08K $3.42B
AMZN
Amazon Com Inc

Consumer Cyclical
27.7K
+ 81.75%
$190.26 - $242.06 $5.27M - $6.7M
61.5K $8.82B
WU
Western Union CO

Financial Services
112K
+ 91.19%
$10.24 - $11.62 $1.15M - $1.3M
235K $2.49B
DFSD
Dimensional ETF Tr Short Durat

ETFs
24.3K
+ 12789.47%
$46.74 - $47.55 $1.14M - $1.16M
24.5K $1.16B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.45K
+ 50.25%
$507.05 - $563.67 $1.24M - $1.38M
7.34K $3.77B
ACM
Aecom

Industrials
12.5K
+ 522.18%
$92.54 - $111.05 $1.16M - $1.39M
14.9K $1.38B
PGR
Progressive Corp

Financial Services
3.23K
+ 81.51%
$235.61 - $291.22 $761K - $941K
7.2K $2.04B
PCTY
Paylocity Holding Corp

Technology
5.6K
+ 18673.33%
$183.21 - $217.86 $1.03M - $1.22M
5.63K $1.05B
DFS
Discover Financial Services

Financial Services
6.11K
+ 1796.47%
$152.99 - $203.25 $934K - $1.24M
6.45K $1.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.42K
+ 29.38%
$442.66 - $534.52 $629K - $760K
6.26K $3.23B
PPC
Pilgrims Pride Corp

Consumer Defensive
15.1K
+ 72.47%
$44.52 - $55.93 $673K - $846K
36K $1.96B
CSCO
Cisco Systems, Inc.

Technology
53K
+ 149.91%
$58.74 - $64.87 $3.11M - $3.44M
88.4K $3.1B
AVUV
American Centy ETF Tr Avantis

ETFs
11.8K
+ 264.69%
$84.95 - $100.62 $1M - $1.18M
16.2K $1.41B
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
40.2K
+ 552.15%
$38.0 - $38.88 $1.53M - $1.56M
47.5K $1.25B
ZBRA
Zebra Technologies Corp

Technology
3.44K
+ 2643.85%
$271.72 - $421.11 $934K - $1.45M
3.57K $1.01B
FMC
Fmc Corp

Basic Materials
21.5K
+ 6882.69%
$34.54 - $56.38 $742K - $1.21M
21.8K $919M
CME
Cme Group Inc.

Financial Services
6.63K
+ 3011.36%
$225.82 - $266.54 $1.5M - $1.77M
6.85K $938M
DOW
Dow Inc.

Basic Materials
26.4K
+ 345.02%
$34.36 - $41.92 $909K - $1.11M
34.1K $1.19B
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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