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
CYBR
Cyber Ark Software Ltd.

Technology
761
+ 41.88%
$312.8 - $414.31 $238K - $315K
2.58K $871K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
4.86K
New
$46.83 - $56.05 $228K - $273K
4.86K $259K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
8.2K
+ 72.64%
N/A
19.5K $613K
FLRG
Fidelity Covington Tr U S Mult

ETFs
7.79K
New
$32.37 - $35.77 $252K - $279K
7.79K $258K
VEEV
Veeva Systems Inc

Healthcare
664
+ 13.65%
$210.58 - $246.8 $140K - $164K
5.53K $1.28M
STC
Stewart Information Services Corp

Financial Services
3.61K
New
$59.55 - $72.6 $215K - $262K
3.61K $257K
OC
Owens Corning

Industrials
2.35K
+ 81.8%
$137.83 - $191.19 $324K - $449K
5.22K $745K
ROL
Rollins Inc

Consumer Cyclical
2.13K
+ 11.68%
$45.65 - $54.03 $97.1K - $115K
20.3K $1.1M
FUTU
Futu Holdings LTD

Financial Services
1.34K
+ 25.47%
$75.13 - $123.56 $100K - $165K
6.58K $673K
CRTO
Criteo S.A.

Communication Services
7.16K
New
$34.81 - $45.89 $249K - $329K
7.16K $253K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
9.34K
New
$26.53 - $29.63 $248K - $277K
9.34K $251K
VSEC
Vse Corp

Industrials
2.1K
New
$90.47 - $125.62 $190K - $263K
2.1K $251K
FDHY
Fidelity Covington Trust High

ETFs
5.39K
+ 13.02%
$47.92 - $49.1 $258K - $264K
46.7K $2.24M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
9.73K
New
$25.57 - $29.31 $249K - $285K
9.73K $250K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.96K
+ 13.1%
N/A
34.2K $2.14M
QDPL
Pacer Fds Tr Metaurus Us Large
10.2K
+ 15.36%
$36.5 - $40.04 $372K - $408K
76.6K $2.8M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.55K
+ 9.65%
$46.74 - $47.55 $213K - $216K
51.7K $2.46M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
11.8K
+ 8.38%
$18.18 - $18.58 $214K - $218K
152K $2.82M
OSPN
One Span Inc.

Technology
16K
New
$15.25 - $20.23 $244K - $324K
16K $244K
JPIE
J P Morgan Exchange Traded Fd
4.9K
+ 14.0%
$45.46 - $46.18 $223K - $226K
39.9K $1.84M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.67K
+ 23.55%
$50.72 - $50.92 $237K - $238K
24.5K $1.25M
GL
Globe Life Inc.

Financial Services
1.04K
+ 20.44%
$111.2 - $131.72 $116K - $137K
6.13K $807K
VRNA
Verona Pharma PLC

Healthcare
3.78K
New
$44.81 - $69.63 $170K - $263K
3.78K $240K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.35K
+ 17.37%
$94.87 - $96.11 $223K - $225K
15.9K $1.52M
STM
St Microelectronics N.V.

Technology
10.9K
New
$21.64 - $28.22 $236K - $308K
10.9K $239K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
8.77K
+ 5.23%
$36.38 - $38.05 $319K - $334K
176K $6.49M
ENFR
Alerian Energy Infrastructure

ETFs
7.23K
New
$30.27 - $34.12 $219K - $247K
7.23K $236K
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.76K
New
$59.97 - $70.03 $226K - $264K
3.76K $236K
GSL
Global Ship Lease, Inc.

Industrials
6.79K
+ 8.53%
$21.1 - $23.88 $143K - $162K
86.4K $1.97M
PSR
Invesco Actively

ETFs
2.55K
New
$86.57 - $95.84 $221K - $244K
2.55K $235K
INTF
Ishares Tr

ETFs
7.64K
New
$28.43 - $31.96 $217K - $244K
7.64K $235K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
9.69K
New
$23.17 - $24.25 $225K - $235K
9.69K $234K
REZ
Ishares Tr Residential And Mul

ETFs
2.7K
New
$78.21 - $88.48 $211K - $239K
2.7K $233K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
9.15K
+ 124.32%
N/A
16.5K $420K
PSC
Principal ETF U.S. Small Cap M

ETFs
4.81K
New
$47.13 - $54.5 $227K - $262K
4.81K $233K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.87K
+ 21.39%
$91.76 - $103.26 $263K - $296K
16.3K $1.51M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.49K
+ 122.4%
$166.63 - $185.86 $249K - $277K
2.71K $451K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.6K
+ 30.09%
$30.38 - $34.94 $170K - $196K
24.2K $828K
HAS
Hasbro, Inc.

Consumer Cyclical
3.73K
New
$56.16 - $69.06 $209K - $257K
3.73K $229K
SBR
Sabine Royalty Trust

Energy
3.39K
New
$64.04 - $69.75 $217K - $236K
3.39K $229K
IYT
Ishares Tr U.S. Transportation

ETFs
3.58K
New
$63.37 - $73.39 $227K - $262K
3.58K $228K
FREL
Fidelity Covington Tr Msci Rea

ETFs
7.65K
+ 20.05%
$25.98 - $28.59 $199K - $219K
45.8K $1.26M
NUE
Nucor Corp

Basic Materials
1.32K
+ 6.98%
$114.48 - $142.52 $151K - $187K
20.1K $2.42M
OTIS
Otis Worldwide Corp

Industrials
335
+ 1.85%
$90.77 - $104.01 $30.4K - $34.8K
18.4K $1.9M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
20.5K
+ 22.3%
$10.65 - $11.24 $218K - $230K
112K $1.2M
SPG
Simon Property Group Inc

Real Estate
2.13K
+ 10.22%
$159.48 - $187.78 $340K - $400K
23K $3.82M
BSJR
Invesco Indx Tr

ETFs
10.1K
+ 23.45%
$22.4 - $22.69 $226K - $229K
53.2K $1.19M
PBI
Pitney Bowes Inc

Industrials
7.96K
+ 9.51%
$7.03 - $10.86 $56K - $86.4K
91.7K $829K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
7.53K
New
$24.39 - $35.22 $184K - $265K
7.53K $223K
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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