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
RAAX
Vaneck ETF Trust Inflation All

ETFs
7.54K
New
$27.19 - $31.82 $205K - $240K
7.54K $234K
IR
Ingersoll Rand Inc.

Industrials
1.91K
+ 8.05%
$66.75 - $84.94 $127K - $162K
25.6K $2.13M
IAUM
I Shares Gold Trust Micro

ETFs
6.15K
+ 36.77%
$29.65 - $34.24 $182K - $211K
22.9K $754K
MORN
Morningstar, Inc.

Financial Services
741
New
$255.31 - $313.93 $189K - $233K
741 $232K
PRIM
Primoris Services Corp

Industrials
2.99K
New
$52.66 - $80.05 $157K - $239K
2.99K $232K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.56K
+ 97.38%
$120.49 - $141.16 $188K - $220K
3.16K $437K
CDE
Coeur Mining, Inc.

Basic Materials
13.1K
+ 33.79%
$4.81 - $9.46 $62.8K - $124K
51.7K $458K
ILDR
First Tr Exchange Traded Fd Vi
7.82K
New
$20.6 - $29.43 $161K - $230K
7.82K $230K
GBFH
Gbank Finl Hldgs Inc
6.5K
New
$29.9 - $43.38 $194K - $282K
6.5K $230K
DINO
Hf Sinclair Corp

Energy
3.96K
+ 48.14%
$25.91 - $41.85 $102K - $166K
12.2K $500K
SKYW
Skywest Inc

Industrials
2.23K
New
$79.41 - $103.84 $177K - $231K
2.23K $229K
CLOU
Global X Fds Cloud Computing E

ETFs
9.75K
New
$18.31 - $23.55 $179K - $230K
9.75K $227K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
10.7K
+ 17.36%
$10.8 - $16.92 $116K - $181K
72.4K $995K
HNDL
Strategy Shs

ETFs
10.5K
New
$19.2 - $21.66 $202K - $228K
10.5K $227K
PTF
Invesco Exchange Traded Fd Tr

ETFs
3.32K
New
$51.29 - $68.29 $170K - $227K
3.32K $226K
CMBS
Ishares Cmbs ETF

ETFs
4.55K
+ 82.87%
$47.54 - $48.72 $216K - $222K
10K $489K
ROBO
Robo Global Robotics And Autom

ETFs
2.19K
+ 19.44%
$43.89 - $59.78 $96.1K - $131K
13.4K $803K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
18.2K
+ 13.87%
$9.25 - $10.26 $168K - $187K
149K $1.53M
QTJL
Innovator Etfs Tr Growth Accel
6.26K
New
$26.34 - $35.78 $165K - $224K
6.26K $223K
NEU
Newmarket Corp

Basic Materials
324
New
$519.95 - $690.86 $168K - $224K
324 $223K
GTES
Gates Industrial Corp PLC

Industrials
9.67K
New
$15.56 - $23.13 $150K - $224K
9.67K $222K
GGG
Graco Inc

Industrials
2.46K
+ 58.39%
$74.02 - $87.26 $182K - $215K
6.68K $574K
EWG
Ishares Msci Germany ETF

ETFs
5.25K
New
$33.22 - $42.57 $174K - $223K
5.25K $222K
MTZ
Mastec Inc

Industrials
1.31K
New
$106.07 - $171.99 $138K - $224K
1.31K $222K
NSSC
Napco Security Technologies, Inc

Industrials
7.46K
New
$19.82 - $29.82 $148K - $223K
7.46K $221K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
26.6K
+ 20.03%
$7.05 - $8.02 $187K - $213K
159K $1.28M
BLW
Blackrock LTD Duration Income Trust

Financial Services
15.5K
+ 130.68%
$12.75 - $14.21 $197K - $220K
27.3K $387K
NTES
Net Ease, Inc.

Communication Services
1.64K
New
$91.37 - $134.58 $150K - $221K
1.64K $220K
EWL
Ishares Inc Msci Switzerlnd

ETFs
4.01K
New
$47.04 - $56.27 $188K - $225K
4.01K $219K
YLD
Principal Exchange Traded Fds

ETFs
11.3K
New
$18.16 - $19.37 $204K - $218K
11.3K $218K
TOL
Toll Brothers, Inc.

Consumer Cyclical
997
+ 8.16%
$90.5 - $114.3 $90.2K - $114K
13.2K $1.51M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.93K
+ 4.37%
$29.44 - $33.91 $86.1K - $99.2K
69.9K $2.28M
RGTI
Rigetti Computing, Inc.

Technology
8.4K
+ 28.46%
$7.5 - $14.29 $63K - $120K
37.9K $449K
FNDF
Schwab Fundamental Intl Large

ETFs
3K
+ 12.24%
$32.25 - $40.02 $96.8K - $120K
27.5K $1.1M
FSMO
Fidelity Covington Tr

ETFs
8.19K
+ 46.57%
N/A
25.8K $677K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
4.28K
New
$49.54 - $50.53 $212K - $216K
4.28K $215K
QLD
Proshares Ultra Qqq

ETFs
1.83K
New
$69.34 - $117.71 $127K - $215K
1.83K $215K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
7.55K
New
$27.01 - $28.59 $204K - $216K
7.55K $215K
OZK
Bank Ozk

Financial Services
4.57K
New
$37.58 - $47.34 $172K - $216K
4.57K $214K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.93K
+ 18.02%
$107.83 - $119.94 $316K - $352K
19.2K $2.07M
PRK
Park National Corp

Financial Services
1.28K
New
$141.75 - $170.63 $182K - $219K
1.28K $214K
WING
Wingstop Inc.

Consumer Cyclical
636
New
$210.24 - $381.46 $134K - $243K
636 $214K
ESEA
Euroseas Ltd.

Industrials
4.78K
New
$27.2 - $46.78 $130K - $224K
4.78K $213K
FMC
Fmc Corp

Basic Materials
5.1K
New
$33.98 - $44.06 $173K - $225K
5.1K $212K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.48K
+ 1.47%
$40.82 - $43.14 $101K - $107K
171K $7.38M
NU
Nu Holdings Ltd.

Financial Services
1.54K
+ 2.81%
$9.6 - $13.72 $14.8K - $21.1K
56.3K $772K
IYR
Ishares Tr

ETFs
2.47K
+ 10.67%
$84.48 - $96.25 $208K - $237K
25.6K $2.42M
LDOS
Leidos Holdings, Inc.

Technology
667
+ 14.5%
$132.9 - $160.3 $88.6K - $107K
5.27K $831K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.27K
+ 26.25%
$225.56 - $335.19 $738K - $1.1M
15.7K $3.74M
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
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email