Kestra Advisory Services, LLC Purchases in Q4 2024

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EL
Estee Lauder Companies Inc

Consumer Defensive
794
+ 20.22%
$62.74 - $97.24 $49.8K - $77.2K
4.72K $353K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
14.6K
+ 5.73%
$19.47 - $20.95 $284K - $305K
269K $5.25M
FEM
First Trust Emerging Markets A

ETFs
1.65K
+ 4.14%
$22.03 - $24.21 $36.3K - $39.9K
41.5K $913K
MTCH
Match Group, Inc.

Communication Services
515
+ 4.67%
$30.29 - $38.64 $15.6K - $19.9K
11.5K $377K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
111
+ 0.51%
$11.91 - $14.14 $1.32K - $1.57K
22.1K $270K
IGRO
Ishares Tr International Divid

ETFs
244
+ 2.77%
$67.76 - $74.48 $16.5K - $18.2K
9.07K $616K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
330
+ 0.72%
$51.58 - $52.91 $17K - $17.5K
46.4K $2.4M
PFG
Principal Financial Group Inc

Financial Services
858
+ 6.78%
$74.91 - $91.26 $64.3K - $78.3K
13.5K $1.05M
FCN
Fti Consulting, Inc

Industrials
42
+ 3.02%
$190.39 - $231.2 $8K - $9.71K
1.43K $273K
KFY
Korn Ferry

Industrials
76
+ 1.23%
$66.56 - $79.4 $5.06K - $6.03K
6.25K $421K
CDE
Coeur Mining, Inc.

Basic Materials
17
+ 0.05%
$5.61 - $7.39 $95.4 - $126
37.6K $215K
FEP
First Trust Europe Alphadex Fu

ETFs
143
+ 0.92%
$35.46 - $38.46 $5.07K - $5.5K
15.7K $563K
HEI
Heico Corp

Industrials
104
+ 3.46%
$237.06 - $279.02 $24.7K - $29K
3.11K $740K
RMD
Resmed Inc

Healthcare
118
+ 2.45%
$228.69 - $256.07 $27K - $30.2K
4.94K $1.13M
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
3
+ 0.03%
$33.03 - $42.43 $99.1 - $127
11.3K $374K
ARCB
Arcbest Corp

Industrials
111
+ 2.86%
$93.08 - $121.9 $10.3K - $13.5K
3.99K $372K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
366
+ 0.68%
$45.38 - $46.88 $16.6K - $17.2K
53.9K $2.46M
TXT
Textron Inc

Industrials
415
+ 6.21%
$75.82 - $90.32 $31.5K - $37.5K
7.1K $543K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
91
+ 0.26%
$21.07 - $24.76 $1.92K - $2.25K
35.2K $764K
GOLD
Barrick Gold Corp

Basic Materials
16.6K
+ 23.61%
$15.23 - $21.19 $252K - $351K
86.8K $1.35M
NGG
National Grid PLC

Utilities
2.17K
+ 12.32%
$57.68 - $70.03 $125K - $152K
19.8K $1.17M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
12.7K
+ 92.4%
$22.02 - $46.16 $280K - $586K
26.4K $583K
MGM
Mgm Resorts International

Consumer Cyclical
142
+ 1.11%
$33.44 - $41.99 $4.75K - $5.96K
12.9K $447K
SMIN
Ishares Msci India Small Cap I

ETFs
1.8K
+ 8.98%
$75.68 - $86.0 $136K - $155K
21.9K $1.67M
FID
First Tr Exchange Trded Fd Vi

ETFs
369
+ 0.79%
$16.06 - $17.64 $5.93K - $6.51K
46.9K $763K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.92K
+ 1.13%
$42.33 - $43.3 $81.1K - $82.9K
172K $7.31M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
261
+ 2.44%
$64.91 - $73.47 $16.9K - $19.2K
10.9K $713K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
264
+ 2.51%
$70.63 - $78.23 $18.6K - $20.7K
10.8K $765K
HCC
Warrior Met Coal, Inc.

Basic Materials
663
+ 6.84%
$53.63 - $74.78 $35.6K - $49.6K
10.4K $561K
XCEM
Columbia ETF Tr Ii

ETFs
1.75K
+ 4.78%
$29.6 - $32.67 $51.9K - $57.3K
38.4K $1.14M
DFAX
Dimensional ETF Tr
51.4K
+ 8.24%
$24.76 - $27.04 $1.27M - $1.39M
674K $16.8M
AOM
Ishares Tr Core Moderate Alloc

ETFs
32
+ 0.08%
$43.44 - $45.05 $1.39K - $1.44K
38.2K $1.66M
JPIN
Jp Morgan Diversified Return I

ETFs
290
+ 2.41%
$53.56 - $59.9 $15.5K - $17.4K
12.3K $660K
IYK
Ishares U.S. Consumer Staples

ETFs
339
+ 1.9%
$65.32 - $70.92 $22.1K - $24K
18.2K $1.19M
FNF
Fidelity National Financial, Inc.

Financial Services
120
+ 0.93%
$55.19 - $63.83 $6.62K - $7.66K
13K $731K
PSEC
Prospect Capital Corp

Financial Services
53
+ 0.08%
$4.16 - $5.34 $220 - $283
68.5K $295K
BCE
Bce Inc

Communication Services
2.58K
+ 22.55%
$22.53 - $34.84 $58.2K - $90K
14K $325K
RACE
Ferrari N.V.

Consumer Cyclical
248
+ 6.12%
$422.83 - $490.34 $105K - $122K
4.3K $1.83M
TD
Toronto Dominion Bank

Financial Services
756
+ 6.32%
$51.56 - $63.8 $39K - $48.2K
12.7K $677K
EUDG
Wisdomtree Tr

ETFs
1.11K
+ 4.27%
$29.79 - $33.83 $33.1K - $37.6K
27.1K $808K
ACGL
Arch Capital Group Ltd.

Financial Services
1.22K
+ 12.33%
$88.71 - $114.86 $108K - $140K
11.1K $1.03M
FUTU
Futu Holdings LTD

Financial Services
3
+ 0.06%
$79.99 - $128.93 $240 - $387
5.24K $419K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
450
+ 3.13%
$58.46 - $65.6 $26.3K - $29.5K
14.8K $868K
WU
Western Union CO

Financial Services
5.3K
+ 4.97%
$10.52 - $11.94 $55.7K - $63.3K
112K $1.19M
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.12K
+ 18.74%
$72.97 - $96.75 $155K - $205K
13.4K $996K
DOV
Dover Corp

Industrials
716
+ 1.32%
$184.72 - $206.51 $132K - $148K
55.1K $10.3M
TMDX
Trans Medics Group, Inc.

Healthcare
2.48K
+ 94.62%
$59.28 - $144.9 $147K - $359K
5.1K $317K
VOD
Vodafone Group Public LTD CO

Communication Services
58.1K
+ 15.12%
$8.37 - $9.95 $486K - $578K
442K $3.75M
ACNB
Acnb Corp

Financial Services
181
+ 0.68%
$39.15 - $50.72 $7.09K - $9.18K
26.7K $1.06M
Activity Summary
Buys All Purchases 1701 New Holdings 326 Increased Positions 1375 Sells All Sells 895 Reductions 895 Sold out 0 Options Calls 10 Puts 4
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