Kestra Investment Management, LLC Sells in Q3 2025

Kestra Investment Management, LLC

  • $3.73 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LXP
Lxp Industrial Trust

Real Estate
-20.5K
- 29.5%
$7.75 - $9.34 $159K - $191K
48.9K $438M
CCI
Crown Castle International Corp

Real Estate
-996
- 16.16%
$92.96 - $113.91 $92.6K - $113K
5.17K $499M
AM
Antero Midstream Corp

Energy
-9.19K
- 9.96%
$16.87 - $19.58 $155K - $180K
83K $1.61B
KMI
Kinder Morgan, Inc.

Energy
-3.87K
- 26.27%
$26.23 - $28.5 $102K - $110K
10.9K $308M
CHE
Chemed Corp

Healthcare
-91
- 4.75%
$412.3 - $483.92 $37.5K - $44K
1.83K $817M
TGT
Target Corp

Consumer Defensive
-665
- 11.86%
$86.56 - $107.43 $57.6K - $71.4K
4.94K $443M
NJR
New Jersey Resources Corp

Utilities
-4K
- 16.08%
$45.05 - $48.15 $180K - $193K
20.9K $1.01B
UNP
Union Pacific Corp

Industrials
-509
- 19.62%
$214.91 - $237.16 $109K - $121K
2.09K $493M
VEA
Vanguard Ftse Developed Market

ETFs
-2.36K
- 12.83%
$56.02 - $60.3 $132K - $143K
16.1K $962M
VC
Visteon Corp

Consumer Cyclical
-3.33K
- 27.94%
$98.77 - $128.76 $329K - $428K
8.58K $1.03B
CRWD
Crowd Strike Holdings, Inc.

Technology
-64
- 2.69%
$412.46 - $514.1 $26.4K - $32.9K
2.31K $1.13B
EBAY
Ebay Inc

Consumer Cyclical
-3.86K
- 23.05%
$75.33 - $100.77 $291K - $389K
12.9K $1.17B
GILD
Gilead Sciences, Inc.

Healthcare
-646
- 5.9%
$108.22 - $120.47 $69.9K - $77.8K
10.3K $1.14B
BMY
Bristol Myers Squibb CO

Healthcare
-1.1K
- 7.28%
$43.31 - $48.98 $47.6K - $53.9K
14K $632M
C
Citigroup Inc

Financial Services
-1.88K
- 24.9%
$85.57 - $103.49 $161K - $195K
5.68K $577M
APO
Apollo Global Management, Inc.

Financial Services
-111
- 2.34%
$131.55 - $156.05 $14.6K - $17.3K
4.63K $616M
MPW
Medical Properties Trust Inc

Real Estate
-20.8K
- 30.94%
$3.98 - $5.13 $82.8K - $107K
46.4K $235M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-561
- 10.26%
$91.44 - $91.77 $51.3K - $51.5K
4.91K $450M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-31
- 0.95%
$93.1 - $110.49 $2.89K - $3.43K
3.22K $300M
Te Connectivity PLC
-883
- 30.39%
N/A
2.02K $444M
SEIC
Sei Investments CO

Financial Services
-285
- 6.91%
$84.85 - $93.8 $24.2K - $26.7K
3.84K $326M
NOC
Northrop Grumman Corp

Industrials
-162
- 32.4%
$498.9 - $609.32 $80.8K - $98.7K
338 $206M
CPA
Copa Holdings, S.A.

Industrials
-1.56K
- 9.78%
$107.44 - $122.34 $167K - $191K
14.4K $1.71B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.81K
- 10.42%
$22.19 - $22.44 $40.2K - $40.7K
15.6K $349M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-1.85K
- 10.42%
$21.68 - $22.04 $40.1K - $40.8K
15.9K $350M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.79K
- 10.35%
$22.36 - $22.52 $40.1K - $40.4K
15.5K $350M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-528
- 13.79%
$76.16 - $78.59 $40.2K - $41.5K
3.3K $258M
SPY
Spdr S&P 500 ETF Trust

ETFs
-100
- 16.56%
$617.65 - $666.84 $61.8K - $66.7K
504 $336M
MSM
Msc Industrial Direct CO Inc

Industrials
-594
- 15.61%
$84.9 - $92.9 $50.4K - $55.2K
3.21K $296M
CVX
Chevron Corp

Energy
-558
- 11.42%
$145.57 - $161.83 $81.2K - $90.3K
4.33K $672M
USXF
Ishares Esg Advanced Msci Usa

Technology
-709
- 16.8%
$53.69 - $57.31 $38.1K - $40.6K
3.51K $201M
HWM
Howmet Aerospace Inc.

Industrials
-175
- 14.22%
$171.0 - $196.23 $29.9K - $34.3K
1.06K $207M
BNL
Broadstone Net Lease, Inc.

Real Estate
-10.1K
- 11.05%
$15.75 - $18.78 $160K - $190K
81.6K $1.46B
CORT
Corcept Therapeutics Inc

Healthcare
-506
- 16.64%
$67.17 - $83.9 $34K - $42.5K
2.53K $211M
First Tr Exchange Traded Fd
-697
- 5.58%
N/A
11.8K $251M
FDMO
Fidelity Covington Tr Momentum

ETFs
-495
- 12.1%
$75.0 - $83.29 $37.1K - $41.2K
3.6K $299M
PNM
Pnm Resources Inc

Utilities
-227
- 2.81%
N/A
7.84K $443M
SO
Southern CO

Utilities
-153
- 6.36%
$90.83 - $96.0 $13.9K - $14.7K
2.25K $214M
RNR
Renaissancere Holdings LTD

Financial Services
-222
- 4.95%
$231.95 - $253.93 $51.5K - $56.4K
4.26K $1.08B
FQAL
Fidelity Covington Tr Quality

ETFs
-299
- 9.3%
$69.69 - $74.72 $20.8K - $22.3K
2.92K $218M
LCII
Lci Industries

Consumer Cyclical
-134
- 3.55%
$93.15 - $107.98 $12.5K - $14.5K
3.64K $339M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-148
- 0.94%
$30.02 - $30.29 $4.44K - $4.48K
15.5K $470M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
-128
- 0.72%
$19.57 - $19.98 $2.5K - $2.56K
17.6K $350M
First Tr Exchng Traded Fd Vi
-727
- 4.01%
N/A
17.4K $450M
DUK
Duke Energy Corp

Utilities
-96
- 4.4%
$116.31 - $125.93 $11.2K - $12.1K
2.09K $258M
HYG
Ishares Tr

ETFs
-3
- 0.09%
$79.85 - $81.32 $240 - $244
3.48K $282M
CEG
Constellation Energy Corp

Utilities
-15
- 0.85%
$298.82 - $354.89 $4.48K - $5.32K
1.75K $574M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-147
- 4.2%
$63.74 - $69.18 $9.37K - $10.2K
3.35K $231M
VOD
Vodafone Group Public LTD CO

Communication Services
-87
- 0.84%
$10.67 - $12.06 $928 - $1.05K
10.3K $119M
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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