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
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
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
AIG
American International Group, Inc.

Financial Services
1.3K
+ 83.98%
$70.5 - $86.94 $91.7K - $113K
2.85K $210M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
4.08K
+ 21.99%
$25.93 - $29.28 $106K - $120K
22.6K $615M
Kenvue Inc
9.18K
+ 173.92%
N/A
14.5K $206M
KMI
Kinder Morgan, Inc.

Energy
2.81K
+ 23.75%
$26.1 - $31.22 $73.3K - $87.6K
14.6K $417M
UTHR
United Therapeutics Corp

Healthcare
534
+ 31.26%
$304.42 - $380.78 $163K - $203K
2.24K $691M
CROX
Crocs, Inc.

Consumer Cyclical
875
+ 50.35%
$88.83 - $112.59 $77.7K - $98.5K
2.61K $278M
NOW
Service Now, Inc.

Technology
213
+ 124.56%
$783.83 - $1170.39 $167K - $249K
384 $268M
DELL
Dell Technologies Inc.

Technology
4.39K
+ 33.67%
$90.34 - $124.66 $397K - $548K
17.4K $1.59B
Profesionally Managed Portfo
2.89K
+ 7.9%
N/A
39.5K $979M
FCPT
Four Corners Property Trust, Inc.

Real Estate
1.62K
+ 7.78%
$26.26 - $29.31 $42.5K - $47.4K
22.4K $643M
CMC
Commercial Metals CO

Basic Materials
2.04K
+ 47.38%
$43.22 - $53.05 $88.3K - $108K
6.35K $292M
AZN
Astrazeneca PLC

Healthcare
761
+ 28.75%
$65.37 - $77.96 $49.7K - $59.3K
3.41K $250M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
22.3K
+ 66.45%
$19.04 - $20.15 $424K - $449K
55.8K $730M
MLI
Mueller Industries Inc

Industrials
4.18K
+ 137.14%
$76.14 - $82.67 $318K - $345K
7.22K $318M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
763
+ 17.12%
$91.45 - $91.75 $69.8K - $70K
5.22K $479M
ZTS
Zoetis Inc.

Healthcare
362
+ 5.98%
$156.48 - $175.67 $56.6K - $63.6K
6.42K $1.06B
FIX
Comfort Systems Usa Inc

Industrials
1.31K
+ 37.64%
$313.26 - $550.27 $410K - $721K
4.79K $1.54B
FDMO
Fidelity Covington Tr Momentum

ETFs
1.19K
+ 53.41%
$63.36 - $74.35 $75.3K - $88.4K
3.42K $222M
GM
General Motors CO

Consumer Cyclical
4.41K
+ 107.06%
$45.22 - $54.92 $199K - $242K
8.53K $284M
GLD
Spdr Gold Trust

ETFs
97
+ 15.2%
$243.19 - $288.14 $23.6K - $27.9K
735 $212M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.11K
+ 25.94%
$59.79 - $67.15 $66.5K - $74.7K
5.4K $327M
SYF
Synchrony Financial

Financial Services
2.4K
+ 38.55%
$51.9 - $70.63 $125K - $170K
8.63K $457M
USXF
Ishares Esg Advanced Msci Usa

Technology
1.4K
+ 31.94%
$46.38 - $52.65 $64.9K - $73.7K
5.78K $270M
PHM
Pultegroup Inc

Consumer Cyclical
603
+ 31.36%
$101.09 - $118.51 $61K - $71.5K
2.53K $260M
COP
Conocophillips

Energy
488
+ 11.82%
$88.6 - $105.85 $43.2K - $51.7K
4.62K $456M
TJX
Tjx Companies Inc

Consumer Cyclical
366
+ 21.32%
$112.81 - $126.16 $41.3K - $46.2K
2.08K $254M
First Tr Exchange Traded Fd
1.64K
+ 18.3%
N/A
10.6K $223M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.85K
+ 7.83%
$29.34 - $31.31 $54.2K - $57.9K
25.5K $756M
XEL
Xcel Energy Inc

Utilities
351
+ 10.75%
$63.37 - $72.1 $22.2K - $25.3K
3.62K $256M
VB
Vanguard Small Cap ETF

ETFs
238
+ 24.41%
$217.89 - $252.64 $51.9K - $60.1K
1.21K $269M
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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