Kestra Advisory Services, LLC Purchases in Q2 2025

Kestra Advisory Services, LLC

  • $19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
131K
+ 5.08%
$94.31 - $157.99 $12.4M - $20.7M
2.72M $429M
MSFT
Microsoft Corp

Technology
14.1K
+ 1.78%
$354.56 - $497.45 $4.99M - $7M
805K $401M
IVV
Ishares Core S&P 500 ETF

ETFs
105K
+ 16.67%
$498.8 - $620.9 $52.3M - $65M
733K $455M
QQQ
Invesco Qqq Trust, Series 1

ETFs
47.4K
+ 8.12%
$416.06 - $551.64 $19.7M - $26.1M
631K $348M
PH
Parker Hannifin Corp

Industrials
8.69K
+ 1.44%
$517.23 - $700.54 $4.5M - $6.09M
613K $428M
AMZN
Amazon Com Inc

Consumer Cyclical
86.7K
+ 7.13%
$167.32 - $223.3 $14.5M - $19.4M
1.3M $286M
VUG
Vanguard Growth ETF

ETFs
52.7K
+ 11.57%
$329.49 - $438.4 $17.4M - $23.1M
508K $223M
CGDV
Capital Group Divid Value ETF

ETFs
661K
+ 17.95%
$31.93 - $39.49 $21.1M - $26.1M
4.34M $172M
AVGO
Broadcom Inc.

Technology
26.5K
+ 8.95%
$146.29 - $275.65 $3.88M - $7.3M
323K $89M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
160K
+ 107.26%
$139.8 - $197.22 $22.3M - $31.5M
309K $60.8M
VTI
Vanguard Total Stock Market Et

ETFs
42.4K
+ 8.0%
$243.75 - $303.93 $10.3M - $12.9M
572K $174M
USFR
Wisdomtree Floating Rate Treas

ETFs
517K
+ 61.63%
$50.28 - $50.47 $26M - $26.1M
1.36M $68.2M
CGGR
Capital Group Growth ETF Shs C

ETFs
252K
+ 13.77%
$30.53 - $40.65 $7.68M - $10.2M
2.08M $84.6M
NFLX
Netflix Inc

Communication Services
2.38K
+ 5.44%
$855.86 - $1339.13 $2.03M - $3.18M
46.1K $61.7M
XLK
Technology Sector Spdr

ETFs
18.4K
+ 5.71%
$179.73 - $253.23 $3.3M - $4.65M
340K $86.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
75.7K
+ 11.94%
$82.96 - $110.1 $6.28M - $8.34M
710K $78.2M
IYW
Ishares Dj Us Tech ETF

ETFs
36.4K
+ 10.06%
$122.57 - $173.27 $4.46M - $6.31M
399K $69.1M
TSLA
Tesla, Inc.

Consumer Cyclical
14.4K
+ 6.18%
$221.86 - $362.89 $3.18M - $5.21M
247K $78.3M
GOOGL
Alphabet Inc.

Communication Services
34.4K
+ 6.4%
$144.7 - $178.6 $4.97M - $6.14M
571K $101M
ORCL
Oracle Corp

Technology
5.04K
+ 2.4%
$122.82 - $218.63 $619K - $1.1M
215K $47M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
331K
+ 18.83%
$49.79 - $50.75 $16.5M - $16.8M
2.09M $106M
RDVY
First Trust Rising Dividend Ac

ETFs
95.7K
+ 3.79%
$51.6 - $62.74 $4.94M - $6.01M
2.62M $165M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
92.5K
+ 9.55%
$114.78 - $133.31 $10.6M - $12.3M
1.06M $141M
IBM
International Business Machines Corp

Technology
29.4K
+ 17.28%
$221.03 - $294.78 $6.5M - $8.67M
200K $58.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
292K
+ 19.55%
$51.14 - $57.0 $14.9M - $16.6M
1.79M $102M
PLTR
Palantir Technologies Inc.

Technology
21K
+ 8.67%
$74.01 - $144.25 $1.55M - $3.03M
263K $35.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
39.2K
+ 40.69%
$216.28 - $284.39 $8.48M - $11.2M
136K $38.6M
GOOG
Alphabet Inc.

Communication Services
22.7K
+ 4.39%
$146.58 - $180.01 $3.33M - $4.08M
539K $95.7M
VO
Vanguard Mid Cap ETF

ETFs
32.5K
+ 11.89%
$228.54 - $279.83 $7.42M - $9.08M
305K $85.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
141K
+ 38.1%
$96.84 - $99.46 $13.7M - $14.1M
513K $50.8M
ETN
Eaton Corp PLC

Industrials
3.98K
+ 2.82%
$246.52 - $356.99 $982K - $1.42M
145K $51.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
14K
+ 34.86%
$321.63 - $509.31 $4.5M - $7.12M
54.1K $27.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
10.4K
+ 7.38%
$320.42 - $424.58 $3.34M - $4.42M
152K $64.3M
GLD
Spdr Gold Trust

ETFs
27.9K
+ 9.62%
$273.71 - $316.29 $7.65M - $8.83M
318K $97.1M
EFV
Msci Eafe Value ETF

ETFs
177K
+ 52.95%
$52.4 - $64.65 $9.26M - $11.4M
511K $32.4M
SPYG
Spdr Portfolio

ETFs
43.1K
+ 7.62%
$71.83 - $95.32 $3.1M - $4.11M
609K $58M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
94.5K
+ 23.33%
$60.22 - $80.1 $5.69M - $7.57M
500K $40M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
111K
+ 1013.18%
$91.62 - $109.97 $10.2M - $12.3M
122K $13.5M
RWL
Invesco Exchange Traded Fd Tr

ETFs
107K
+ 52.51%
$89.02 - $104.29 $9.54M - $11.2M
311K $32.5M
PHYS
Sprott Physical Gold Trust

Financial Services
420K
+ 42.13%
$22.82 - $26.29 $9.59M - $11.1M
1.42M $36M
CAT
Caterpillar Inc

Industrials
5.99K
+ 3.74%
$273.94 - $388.21 $1.64M - $2.33M
166K $64.6M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
62K
+ 12.67%
$61.92 - $81.5 $3.84M - $5.05M
552K $44.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
281K
+ 13.99%
$19.1 - $23.83 $5.37M - $6.7M
2.29M $54.6M
GS
Goldman Sachs Group Inc

Financial Services
1.54K
+ 2.45%
$462.22 - $707.75 $711K - $1.09M
64.3K $45.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
42.4K
+ 3.73%
$58.41 - $72.69 $2.47M - $3.08M
1.18M $85.6M
ARKW
Ark Next Generation Internet E

ETFs
57.6K
+ 132.25%
$82.77 - $147.9 $4.77M - $8.52M
101K $14.9M
VEA
Vanguard Ftse Developed Market

ETFs
72.5K
+ 6.77%
$45.65 - $57.01 $3.31M - $4.13M
1.14M $65.2M
FDVV
Fidelity High Dividend ETF

ETFs
189K
+ 50.92%
$43.6 - $52.02 $8.24M - $9.83M
560K $29.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
102K
+ 19.9%
$71.28 - $83.74 $7.28M - $8.55M
616K $51.5M
Activity Summary
Buys All Purchases 1902 New Holdings 274 Increased Positions 1628 Sells All Sells 846 Reductions 846 Sold out 0 Options Calls 4 Puts 4
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