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
UHS
Universal Health Services Inc

Healthcare
300
+ 8.21%
$157.05 - $197.94 $47.1K - $59.4K
3.95K $716K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.38K
+ 38.53%
$67.83 - $92.33 $93.3K - $127K
4.94K $359K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
811
+ 2.76%
$50.46 - $58.08 $40.9K - $47.1K
30.2K $1.73M
EUSB
Ishares Tr Esg Advanced Total

Technology
660
+ 12.76%
$42.54 - $43.56 $28.1K - $28.7K
5.83K $253K
LNT
Alliant Energy Corp

Utilities
1.29K
+ 9.92%
$58.79 - $64.85 $76K - $83.9K
14.3K $866K
DHI
Horton D R Inc

Consumer Cyclical
41
+ 0.34%
$115.1 - $129.63 $4.72K - $5.31K
12.3K $1.58M
LAMR
Lamar Advertising CO

Real Estate
79
+ 3.24%
$102.35 - $121.67 $8.09K - $9.61K
2.51K $305K
L
Loews Corp

Financial Services
316
+ 11.15%
$80.89 - $92.09 $25.6K - $29.1K
3.15K $288K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
481
+ 0.79%
$4.36 - $5.27 $2.1K - $2.53K
61.4K $314K
ZG
Zillow Group, Inc.

Communication Services
262
+ 4.26%
$59.44 - $70.64 $15.6K - $18.5K
6.41K $439K
LYG
Lloyds Banking Group PLC

Financial Services
539
+ 0.95%
$3.32 - $4.29 $1.79K - $2.31K
57K $242K
ROST
Ross Stores, Inc.

Consumer Cyclical
232
+ 2.31%
$126.62 - $154.26 $29.4K - $35.8K
10.3K $1.31M
FTI
Technip Fmc PLC

Energy
101
+ 1.22%
$23.18 - $35.33 $2.34K - $3.57K
8.36K $288K
UUUU
Energy Fuels Inc

Energy
453
+ 3.92%
$3.44 - $5.9 $1.56K - $2.67K
12K $69K
CUBA
Herzfeld Caribbean Basin Fund Inc

Financial Services
10.6K
New
$2.38 - $2.74 $25.1K - $28.9K
10.6K $26K
IVR
Invesco Mortgage Capital Inc.

Real Estate
3.33K
+ 15.83%
$6.33 - $8.04 $21.1K - $26.8K
24.4K $191K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
25
+ 2.48%
$170.2 - $211.82 $4.26K - $5.3K
1.03K $218K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
423
+ 2.89%
$37.87 - $42.54 $16K - $18K
15.1K $632K
LWLG
Lightwave Logic, Inc.

Basic Materials
3.6K
+ 3.73%
$0.83 - $1.37 $2.99K - $4.93K
100K $124K
NWL
Newell Brands Inc.

Consumer Defensive
8.66K
+ 33.45%
$4.48 - $6.27 $38.8K - $54.3K
34.5K $186K
SAIC
Science Applications International Corp

Technology
221
+ 7.23%
$100.22 - $123.41 $22.1K - $27.3K
3.28K $368K
VSEC
Vse Corp

Industrials
26
+ 1.24%
$103.15 - $140.55 $2.68K - $3.65K
2.12K $277K
WTRG
Essential Utilities, Inc.

Utilities
2.42K
+ 8.95%
$36.92 - $41.39 $89.2K - $100K
29.4K $1.09M
HSBC
Hsbc Holdings PLC

Financial Services
147
+ 2.99%
$46.68 - $61.09 $6.86K - $8.98K
5.06K $307K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
1.96K
+ 19.82%
$30.03 - $40.05 $58.9K - $78.5K
11.8K $417K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
5.22K
+ 16.18%
$17.7 - $20.39 $92.4K - $106K
37.5K $689K
ADTN
Adtran Inc

Technology
2.5K
+ 24.49%
$7.18 - $8.97 $18K - $22.4K
12.7K $113K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
1.08K
+ 1.94%
$10.73 - $12.54 $11.6K - $13.5K
56.7K $703K
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.89K
+ 14.36%
$18.68 - $21.54 $35.2K - $40.6K
15K $306K
BBUS
J P Morgan Exchg Traded Fd

ETFs
3
+ 0.14%
$89.63 - $111.92 $269 - $336
2.18K $243K
BFLY
Butterfly Network, Inc.

Healthcare
12K
New
$1.96 - $2.63 $23.5K - $31.5K
12K $23K
DJD
Invesco Exchange Traded Fd Tr

ETFs
380
+ 4.9%
$47.46 - $53.19 $18K - $20.2K
8.13K $432K
IIM
Invesco Value Municipal Income Trust

Financial Services
2.87K
+ 9.06%
$11.31 - $12.11 $32.4K - $34.7K
34.5K $401K
ILCV
Ishares Morningstar Value ETF

ETFs
190
+ 5.52%
$72.16 - $83.39 $13.7K - $15.8K
3.63K $303K
SHEN
Shenandoah Telecommunications CO

Communication Services
156
+ 0.79%
$11.04 - $14.3 $1.72K - $2.23K
19.9K $271K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
232
+ 11.76%
$95.52 - $109.98 $22.2K - $25.5K
2.2K $238K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
68
+ 0.7%
$22.98 - $27.84 $1.56K - $1.89K
9.8K $272K
AOK
Ishares Tr Core Conservative A

ETFs
253
+ 3.1%
$36.09 - $39.07 $9.13K - $9.88K
8.43K $329K
PCOR
Procore Technologies, Inc.

Technology
146
+ 2.92%
$56.26 - $72.4 $8.21K - $10.6K
5.15K $352K
AIT
Applied Industrial Technologies Inc

Industrials
53
+ 4.47%
$206.03 - $243.28 $10.9K - $12.9K
1.24K $288K
GPRO
Go Pro, Inc.

Technology
28.5K
New
$0.48 - $0.91 $13.7K - $25.9K
28.5K $21K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
1.73K
+ 14.58%
$13.63 - $14.4 $23.6K - $25K
13.6K $191K
CBSH
Commerce Bancshares Inc

Financial Services
332
+ 9.86%
$55.42 - $65.63 $18.4K - $21.8K
3.7K $229K
UTZ
Utz Brands, Inc.

Consumer Defensive
3.7K
+ 21.61%
$11.62 - $14.29 $43K - $52.9K
20.8K $261K
FMNB
Farmers National Banc Corp

Financial Services
234
+ 1.14%
$11.92 - $13.89 $2.79K - $3.25K
20.8K $286K
MTDR
Matador Resources CO

Energy
4.22K
+ 7.76%
$36.67 - $52.23 $155K - $220K
58.5K $2.79M
WSFS
Wsfs Financial Corp

Financial Services
103
+ 2.41%
$45.9 - $55.54 $4.73K - $5.72K
4.38K $240K
AWR
American States Water CO

Utilities
345
+ 8.35%
$75.1 - $81.3 $25.9K - $28K
4.48K $343K
BIIB
Biogen Inc.

Healthcare
314
+ 16.41%
$113.38 - $135.49 $35.6K - $42.5K
2.23K $279K
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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