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
HTAB
Hartford Fds Exchange Traded

ETFs
25.1K
+ 66.83%
$18.95 - $19.6 $476K - $493K
62.7K $1.2M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
15.1K
+ 87.77%
$32.13 - $33.82 $485K - $511K
32.3K $1.05M
ROP
Roper Technologies Inc

Industrials
116
+ 2.02%
$502.71 - $593.81 $58.3K - $68.9K
5.87K $3.46M
CVRX
Cv Rx, Inc.

Healthcare
38.9K
+ 242.74%
$11.05 - $18.4 $429K - $715K
54.9K $670K
STWD
Starwood Property Trust, Inc.

Real Estate
13.2K
+ 5.26%
$18.41 - $20.53 $243K - $271K
264K $5.22M
TSCO
Tractor Supply CO

Consumer Cyclical
2.46K
+ 1.53%
$51.66 - $57.94 $127K - $143K
164K $9.03M
BJAN
Innovator U.S. Equity Buffer E

ETFs
11.1K
+ 28.25%
$46.03 - $49.45 $509K - $547K
50.2K $2.34M
FLMI
Franklin Dynamic Municipal Bon

ETFs
19K
+ 50.11%
$24.22 - $24.86 $459K - $472K
56.8K $1.39M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.76K
+ 1.0%
$73.78 - $76.59 $130K - $135K
178K $13.6M
EMB
Ishares Tr

ETFs
4.37K
+ 11.85%
$88.64 - $92.03 $387K - $402K
41.2K $3.73M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.73K
+ 2.76%
$156.61 - $168.02 $583K - $626K
139K $22.3M
OUNZ
Van Eck Merk Gold Trust

ETFs
14.2K
New
$25.41 - $30.14 $360K - $427K
14.2K $427K
LEN
Lennar Corp

Consumer Cyclical
6.88K
+ 40.66%
$113.93 - $141.54 $783K - $973K
23.8K $2.73M
GNL
Global Net Lease, Inc.

Real Estate
3.61K
+ 0.67%
$6.91 - $8.26 $24.9K - $29.8K
539K $4.33M
TBUX
T Rowe Price Exchange Traded F

ETFs
8.53K
+ 204.9%
$49.57 - $49.82 $423K - $425K
12.7K $630K
DEW
Wisdomtree Tr Global High Divi

ETFs
6.86K
+ 72.97%
$51.48 - $56.43 $353K - $387K
16.3K $912K
SIVR
Abrdn Silver ETF Trust

ETFs
11.8K
+ 152.95%
$28.07 - $32.82 $330K - $386K
19.4K $632K
IYG
Ishares Tr

ETFs
5.24K
+ 61.99%
$74.6 - $84.81 $391K - $444K
13.7K $1.08M
COPX
Global X Copper Miners ETF

ETFs
10.2K
+ 146.63%
$37.72 - $43.32 $385K - $443K
17.2K $671K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
15.5K
+ 19.87%
$25.44 - $25.58 $393K - $396K
93.3K $2.38M
IYK
Ishares U.S. Consumer Staples

ETFs
3.98K
+ 21.89%
$63.29 - $71.8 $252K - $286K
22.2K $1.59M
DHS
Wisdomtree Tr U.S

ETFs
3.16K
+ 22.8%
$91.55 - $99.74 $289K - $315K
17K $1.69M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
9.15K
+ 61.75%
$34.52 - $39.32 $316K - $360K
24K $910K
IBMO
Ishares Tr Ibonds December 202

ETFs
15.3K
New
$25.45 - $25.6 $389K - $391K
15.3K $390K
ACGL
Arch Capital Group Ltd.

Financial Services
3.61K
+ 32.51%
$88.13 - $96.94 $318K - $350K
14.7K $1.42M
NET
Cloudflare, Inc.

Technology
2.36K
+ 9.65%
$110.71 - $176.5 $261K - $416K
26.8K $3.02M
TSEM
Tower Semiconductor LTD

Technology
10.9K
New
$35.43 - $54.74 $385K - $595K
10.9K $387K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
14.3K
+ 34.88%
$29.41 - $31.79 $420K - $454K
55.2K $1.65M
IBMP
Ishares Tr Ibonds December 202

ETFs
15.3K
New
$25.1 - $25.34 $384K - $387K
15.3K $386K
DHT
Dht Holdings, Inc.

Energy
34.9K
+ 239.21%
$9.33 - $11.85 $325K - $413K
49.4K $519K
NGG
National Grid PLC

Utilities
3.95K
+ 19.99%
$56.13 - $65.61 $222K - $259K
23.7K $1.56M
TFC
Truist Financial Corp

Financial Services
19.4K
+ 10.37%
$39.48 - $48.15 $766K - $935K
207K $8.5M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.74K
+ 1.78%
$44.68 - $46.49 $167K - $174K
214K $9.92M
SHW
Sherwin Williams CO

Basic Materials
569
+ 2.98%
$330.16 - $365.55 $188K - $208K
19.7K $6.88M
VAL
Valaris LTD

Energy
9.59K
New
$32.85 - $49.52 $315K - $475K
9.59K $376K
ET
Energy Transfer LP

Energy
75.4K
+ 7.32%
$17.26 - $21.08 $1.3M - $1.59M
1.11M $20.6M
KMX
Carmax Inc

Consumer Cyclical
4.96K
+ 104.13%
$69.25 - $89.19 $344K - $443K
9.73K $757K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
4.8K
New
$74.34 - $81.0 $357K - $389K
4.8K $364K
VNQ
Vanguard Specialized Funds Van

ETFs
1.83K
+ 1.36%
$85.55 - $94.34 $157K - $173K
137K $12.4M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
14.9K
New
$23.18 - $24.68 $346K - $368K
14.9K $362K
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.35K
+ 9.15%
$32.5 - $33.3 $304K - $311K
111K $3.71M
LVHI
Franklin International Low Vol

ETFs
8.83K
+ 23.31%
$30.53 - $32.85 $270K - $290K
46.7K $1.51M
CRDO
Credo Technology Group Holding LTD

Technology
8.87K
New
$39.45 - $85.5 $350K - $759K
8.87K $356K
SE
Sea LTD

Consumer Cyclical
1.19K
+ 14.61%
$104.87 - $146.31 $125K - $175K
9.36K $1.22M
VRSN
Verisign Inc

Technology
949
+ 39.72%
$205.1 - $254.74 $195K - $242K
3.34K $847K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
13K
+ 21.21%
$24.21 - $25.09 $315K - $326K
74.4K $1.86M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
710
+ 0.72%
$78.97 - $85.82 $56.1K - $60.9K
99.4K $8.24M
WRB
Berkley W R Corp

Financial Services
2.04K
+ 12.6%
$56.7 - $71.27 $116K - $145K
18.2K $1.3M
EME
Emcor Group, Inc.

Industrials
1.8K
+ 47.87%
$361.16 - $535.99 $650K - $964K
5.56K $2.05M
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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