Kestra Advisory Services, LLC Purchases in Q1 2025

Kestra Advisory Services, LLC

  • $19.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SIL
Global X Silver Miners ETF

ETFs
30K
+ 58.5%
$31.91 - $40.68 $956K - $1.22M
81.2K $3.2M
MDT
Medtronic PLC

Healthcare
176
+ 0.11%
$79.84 - $94.5 $14.1K - $16.6K
155K $13.9M
ED
Consolidated Edison Inc

Utilities
2.53K
+ 4.31%
$88.0 - $110.59 $223K - $280K
61.3K $6.78M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
30.1K
+ 126.91%
$50.03 - $50.27 $1.51M - $1.51M
53.8K $2.7M
HEFA
Ishares Currency Hedged Msci E

ETFs
35K
+ 23.21%
$34.83 - $37.52 $1.22M - $1.31M
186K $6.74M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
63.3K
+ 17.11%
$23.29 - $23.38 $1.47M - $1.48M
433K $10.1M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
52.1K
New
$28.25 - $29.85 $1.47M - $1.55M
52.1K $1.49M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
22.6K
New
$64.46 - $66.33 $1.46M - $1.5M
22.6K $1.48M
CGGO
Capital Group Global Growth Eq

ETFs
74.3K
+ 10.22%
$28.33 - $30.84 $2.11M - $2.29M
801K $22.7M
OXY
Occidental Petroleum Corp

Energy
29.2K
+ 34.05%
$45.45 - $52.7 $1.33M - $1.54M
115K $5.68M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
22.1K
+ 41.77%
$67.43 - $75.54 $1.49M - $1.67M
74.9K $5.13M
TAXF
American Centy ETF Tr Diversif

ETFs
28.9K
+ 35.43%
$49.19 - $50.86 $1.42M - $1.47M
111K $5.48M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
10.3K
+ 173.94%
$88.0 - $115.5 $910K - $1.19M
16.3K $1.86M
KORP
American Centy ETF Tr Diversif

ETFs
26.3K
+ 25.01%
$45.26 - $47.12 $1.19M - $1.24M
132K $6.15M
FPE
First Tr Pfd Secs & Income ETF

ETFs
89.7K
+ 3.62%
$17.53 - $17.87 $1.57M - $1.6M
2.57M $45.1M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
22.6K
+ 5.16%
$38.99 - $40.37 $880K - $911K
460K $18.5M
ELV
Elevance Health, Inc.

Healthcare
1.24K
+ 10.63%
$365.9 - $436.25 $453K - $540K
12.9K $5.6M
VLO
Valero Energy Corp

Energy
6.72K
+ 15.55%
$121.76 - $142.99 $818K - $961K
50K $6.6M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
104K
+ 36.4%
$12.03 - $12.69 $1.25M - $1.32M
390K $4.77M
SPTL
Spdr Portfolio Long Term Treas

ETFs
44.3K
+ 63.34%
$25.54 - $27.64 $1.13M - $1.23M
114K $3.12M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
283
+ 8.02%
$1187.71 - $1432.58 $336K - $405K
3.81K $5.46M
TPL
Texas Pacific Land Corp

Energy
313
+ 8.04%
$1180.08 - $1431.01 $369K - $448K
4.21K $5.57M
BKR
Baker Hughes CO

Energy
26.1K
+ 68.09%
$41.16 - $48.85 $1.07M - $1.27M
64.3K $2.83M
YUM
Yum Brands Inc

Consumer Cyclical
4K
+ 15.41%
$123.25 - $162.53 $493K - $650K
30K $4.72M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
12.9K
+ 14.74%
$119.84 - $136.1 $1.55M - $1.76M
100K $12.1M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
93.3K
+ 43.1%
$16.57 - $18.85 $1.55M - $1.76M
310K $5.15M
DFAS
Dimensional ETF Tr U S Small C

ETFs
27.6K
+ 33.0%
$58.81 - $68.2 $1.62M - $1.88M
111K $6.65M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
50.1K
+ 9.06%
N/A
603K $14.3M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
9.35K
+ 2.62%
$32.66 - $36.43 $305K - $340K
366K $12.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.72K
+ 15.97%
$114.57 - $118.14 $999K - $1.03M
63.4K $7.48M
KMB
Kimberly Clark Corp

Consumer Defensive
4.89K
+ 12.52%
$124.46 - $147.4 $609K - $721K
44K $6.25M
TJX
Tjx Companies Inc

Consumer Cyclical
8.75K
+ 13.36%
$112.81 - $126.16 $987K - $1.1M
74.2K $9.04M
UNP
Union Pacific Corp

Industrials
1.27K
+ 1.3%
$225.21 - $254.42 $287K - $324K
99.3K $23.5M
PULS
Pgim ETF Tr

ETFs
21.9K
+ 37.74%
$49.56 - $49.78 $1.08M - $1.09M
79.9K $3.97M
AMT
American Tower Corp

Real Estate
45
+ 0.14%
$173.46 - $217.6 $7.81K - $9.79K
31.8K $6.93M
CB
Chubb LTD

Financial Services
374
+ 0.98%
$257.71 - $301.99 $96.4K - $113K
38.7K $11.7M
ILF
Ishares Latin America 40 ETF

ETFs
12.4K
+ 4.1%
$20.87 - $24.43 $259K - $303K
315K $7.42M
KR
Kroger CO

Consumer Defensive
9.33K
+ 13.41%
$58.36 - $67.72 $544K - $632K
78.9K $5.34M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
41.8K
+ 8.71%
$24.5 - $24.95 $1.02M - $1.04M
522K $12.9M
VRT
Vertiv Holdings CO

Industrials
12.3K
+ 42.42%
N/A
41.3K $3.58M
SCHW
Schwab Charles Corp

Financial Services
5.33K
+ 3.53%
$71.24 - $83.64 $379K - $445K
156K $12.2M
MPLX
Mplx LP

Energy
9.81K
+ 10.37%
$47.88 - $54.65 $469K - $536K
104K $5.59M
IYF
Ishares Tr

ETFs
6.17K
+ 3.9%
$107.69 - $119.37 $664K - $736K
164K $18.5M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
38.6K
+ 9.41%
$22.61 - $23.14 $872K - $892K
448K $10.4M
ITA
Ishares Tr

ETFs
4.44K
+ 9.96%
$144.84 - $159.5 $644K - $709K
49.1K $7.51M
MWA
Mueller Water Products, Inc.

Industrials
39.4K
New
$21.65 - $28.24 $854K - $1.11M
39.4K $1M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
36.4K
+ 6.87%
$23.9 - $24.18 $870K - $880K
566K $13.7M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
12.9K
+ 6.81%
$26.71 - $31.58 $343K - $406K
201K $6.11M
AOA
Ishares Tr Core Aggressive All

ETFs
13K
+ 44.45%
$75.7 - $80.01 $984K - $1.04M
42.2K $3.23M
Activity Summary
Buys All Purchases 1274 New Holdings 285 Increased Positions 989 Sells All Sells 1417 Reductions 1417 Sold out 0 Options Calls 4 Puts 1
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