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
OVV
Ovintiv Inc.

Energy
579
+ 3.73%
$31.18 - $44.14 $18.1K - $25.6K
16.1K $612K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.52K
+ 3.86%
$44.37 - $50.04 $112K - $126K
67.9K $3.23M
PSEC
Prospect Capital Corp

Financial Services
2.98K
+ 4.32%
$3.14 - $4.06 $9.37K - $12.1K
72.1K $229K
JBBB
Janus Detroit Str Tr Henderson

ETFs
232
+ 0.16%
$46.79 - $48.56 $10.9K - $11.3K
148K $7.14M
LCID
Lucid Group, Inc.

Consumer Cyclical
6.37K
+ 2.76%
$2.1 - $2.96 $13.4K - $18.9K
237K $500K
MAA
Mid America Apartment Communities Inc.

Real Estate
161
+ 3.81%
$145.91 - $168.0 $23.5K - $27K
4.39K $649K
AEE
Ameren Corp

Utilities
167
+ 0.96%
$94.23 - $101.68 $15.7K - $17K
17.5K $1.68M
K
Kellogg CO

Consumer Defensive
449
+ 1.35%
$77.85 - $82.88 $35K - $37.2K
33.7K $2.68M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
543
+ 9.2%
$196.72 - $266.32 $107K - $145K
6.45K $1.48M
MUR
Murphy Oil Corp

Energy
125
+ 0.97%
$19.62 - $29.21 $2.45K - $3.65K
13.1K $294K
DUK
Duke Energy Corp

Utilities
4.9K
+ 2.9%
$112.46 - $124.05 $551K - $608K
174K $20.6M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
595
+ 0.31%
$12.71 - $14.52 $7.56K - $8.64K
193K $2.69M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
310
+ 4.56%
$90.21 - $112.66 $28K - $34.9K
7.1K $647K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.27K
+ 3.52%
$55.13 - $75.25 $70.1K - $95.6K
37.3K $2.56M
HAL
Halliburton CO

Energy
1.91K
+ 5.46%
$19.26 - $25.7 $36.8K - $49.1K
37K $753K
OMC
Omnicom Group Inc.

Communication Services
332
+ 2.25%
$69.22 - $79.77 $23K - $26.5K
15.1K $1.08M
CHDN
Churchill Downs Inc

Consumer Cyclical
1.26K
+ 4.6%
$87.99 - $111.79 $111K - $141K
28.7K $2.9M
PRU
Prudential Financial Inc

Financial Services
495
+ 1.04%
$95.12 - $112.71 $47.1K - $55.8K
48.1K $5.17M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
1.9K
+ 1.62%
$13.77 - $16.67 $26.1K - $31.7K
119K $1.79M
WSR
Whitestone Reit

Real Estate
2K
+ 2.2%
$12.06 - $14.62 $24.1K - $29.2K
92.9K $1.16M
OKE
Oneok Inc

Energy
23.7K
+ 19.83%
$78.71 - $100.37 $1.87M - $2.38M
143K $11.7M
WD
Walker & Dunlop, Inc.

Financial Services
134
+ 1.08%
$66.0 - $85.06 $8.84K - $11.4K
12.6K $885K
IP
International Paper CO

Consumer Cyclical
5.18K
+ 7.62%
$43.89 - $54.46 $227K - $282K
73.1K $3.42M
FANG
Diamondback Energy, Inc.

Energy
1.91K
+ 9.23%
$119.25 - $161.49 $227K - $308K
22.5K $3.1M
TPL
Texas Pacific Land Corp

Energy
853
+ 20.29%
$1036.28 - $1430.55 $884K - $1.22M
5.06K $5.34M
BKR
Baker Hughes CO

Energy
2.82K
+ 4.38%
$35.0 - $44.92 $98.7K - $127K
67.2K $2.58M
CPK
Chesapeake Utilities Corp

Utilities
177
+ 0.53%
$116.0 - $135.5 $20.5K - $24K
33.4K $4.02M
CORT
Corcept Therapeutics Inc

Healthcare
286
+ 4.14%
$62.24 - $91.93 $17.8K - $26.3K
7.19K $527K
DVN
Devon Energy Corp

Energy
7.77K
+ 8.32%
$26.8 - $37.92 $208K - $294K
101K $3.22M
AON
Aon PLC

Financial Services
1.37K
+ 7.42%
$335.85 - $398.81 $459K - $545K
19.8K $7.05M
ERIE
Erie Indemnity CO

Financial Services
7
+ 0.14%
$340.45 - $423.93 $2.38K - $2.97K
5.01K $1.74M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
52.8K
+ 1384.55%
$87.84 - $1441.89 $4.64M - $76.1M
56.6K $5.1M
IYE
Ishares Tr

ETFs
1.84K
+ 1.65%
$40.36 - $49.67 $74.3K - $91.5K
113K $5.12M
GMRE
Global Medical Reit Inc.

Real Estate
19.1K
+ 6.04%
$6.16 - $8.72 $118K - $166K
335K $2.32M
TAP
Molson Coors Beverage CO

Consumer Defensive
1.54K
+ 3.76%
$47.24 - $62.46 $72.8K - $96.3K
42.5K $2.05M
KHC
Kraft Heinz CO

Consumer Defensive
3.5K
+ 2.84%
$25.61 - $30.81 $89.7K - $108K
127K $3.27M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.94K
+ 4.9%
$99.37 - $134.05 $193K - $260K
41.5K $4.7M
FDX
Fedex Corp

Industrials
36
+ 0.1%
$198.07 - $245.17 $7.13K - $8.83K
36.3K $8.24M
OXY
Occidental Petroleum Corp

Energy
6.11K
+ 5.31%
$36.11 - $49.33 $221K - $301K
121K $5.09M
SBUX
Starbucks Corp

Consumer Cyclical
5.56K
+ 3.25%
$79.69 - $99.41 $443K - $553K
177K $16.2M
CTRA
Coterra Energy Inc.

Energy
18K
+ 4.82%
$22.6 - $29.07 $408K - $524K
392K $9.96M
MCD
Mcdonalds Corp

Consumer Cyclical
6K
+ 4.4%
$285.55 - $321.23 $1.71M - $1.93M
142K $41.6M
JNJ
Johnson & Johnson

Healthcare
17.3K
+ 6.14%
$146.36 - $159.82 $2.53M - $2.76M
299K $45.7M
EPD
Enterprise Products Partners L.P.

Energy
24.2K
+ 3.51%
$28.95 - $34.22 $701K - $829K
714K $22.1M
AMGN
Amgen Inc

Healthcare
2.79K
+ 3.16%
$262.28 - $309.85 $732K - $865K
91K $25.4M
LLY
Eli Lilly & CO

Healthcare
1.16K
+ 1.38%
$713.71 - $898.95 $828K - $1.04M
85.4K $66.6M
PEP
Pepsico Inc

Consumer Defensive
1.1K
+ 0.59%
$128.02 - $151.37 $140K - $166K
187K $24.7M
CVX
Chevron Corp

Energy
11.5K
+ 3.87%
$133.73 - $168.51 $1.53M - $1.93M
307K $44M
ABBV
Abb Vie Inc.

Healthcare
12.7K
+ 3.74%
$170.16 - $206.27 $2.16M - $2.61M
351K $65.2M
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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