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
WTM
White Mountains Insurance Group LTD

Financial Services
116
New
$1818.58 - $1983.07 $211K - $230K
116 $223K
IAG
Iamgold Corp

Basic Materials
35.6K
New
$5.11 - $6.61 $182K - $235K
35.6K $222K
UNTY
Unity Bancorp Inc

Financial Services
5.47K
New
$39.98 - $50.05 $218K - $274K
5.47K $222K
CHWY
Chewy, Inc.

Consumer Cyclical
8.05K
+ 19.65%
$31.83 - $39.8 $256K - $320K
49K $1.59M
RING
Ishares Inc Msci Global Gold M

ETFs
5.77K
New
$28.64 - $38.36 $165K - $221K
5.77K $221K
LRN
Stride, Inc.

Consumer Defensive
1.74K
New
$106.34 - $142.28 $185K - $248K
1.74K $220K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.52K
New
$141.31 - $175.89 $215K - $267K
1.52K $218K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.67K
+ 30.96%
$161.03 - $235.53 $269K - $393K
7.06K $1.17M
IOT
Samsara Inc.

Technology
6.34K
+ 131.11%
$34.06 - $60.96 $216K - $386K
11.2K $428K
ACA
Arcosa, Inc.

Industrials
2.81K
New
$77.12 - $103.53 $216K - $291K
2.81K $216K
AL
Air Lease Corp

Industrials
4.44K
New
$43.38 - $51.13 $193K - $227K
4.44K $214K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
9.28K
New
$21.67 - $23.21 $201K - $215K
9.28K $210K
VPN
Global X Fds Data Ctr Reits &

ETFs
13.2K
New
N/A
13.2K $209K
RAVI
Flexshares Tr Ready Access Var

ETFs
2.75K
New
$75.2 - $75.58 $207K - $208K
2.75K $207K
CAPE
Barclays Bank PLC

ETFs
6.81K
New
$29.41 - $31.62 $200K - $215K
6.81K $206K
INSM
Insmed Inc

Healthcare
2.69K
New
$65.25 - $83.83 $176K - $226K
2.69K $205K
BMA
Macro Bank Inc.

Financial Services
2.71K
New
$75.51 - $115.85 $205K - $314K
2.71K $204K
GTLB
Gitlab Inc.

Technology
4.36K
New
$47.0 - $73.14 $205K - $319K
4.36K $204K
HEI
Heico Corp

Industrials
418
+ 13.43%
$219.6 - $270.85 $91.8K - $113K
3.53K $943K
MP
Mp Materials Corp.

Basic Materials
362
+ 1.64%
$16.39 - $26.93 $5.93K - $9.75K
22.4K $546K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
9.83K
+ 29.83%
$19.51 - $20.4 $192K - $200K
42.8K $854K
DSGX
Descartes Systems Group Inc

Technology
2K
New
$96.4 - $122.5 $193K - $245K
2K $201K
CNO
Cno Financial Group, Inc.

Financial Services
4.81K
New
$35.99 - $42.34 $173K - $204K
4.81K $200K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
2.13K
New
$91.66 - $99.33 $196K - $212K
2.13K $200K
BNO
United States Brent Oil Fund, LP

ETFs
6.44K
New
$28.58 - $33.35 $184K - $215K
6.44K $200K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.02K
+ 8.67%
$51.26 - $52.53 $206K - $211K
50.4K $2.6M
PRN
Invesco Dwa Industrials Moment

ETFs
1.88K
+ 50.29%
$134.74 - $169.56 $253K - $319K
5.62K $773K
UPWK
Upwork, Inc

Industrials
15.3K
New
$12.34 - $17.44 $189K - $267K
15.3K $199K
PATH
Ui Path, Inc.

Technology
19.2K
New
$9.97 - $15.19 $192K - $292K
19.2K $198K
NRG
Nrg Energy, Inc.

Utilities
563
+ 2.06%
$84.82 - $113.33 $47.8K - $63.8K
27.9K $2.67M
RDN
Radian Group Inc

Financial Services
5.44K
+ 45.28%
$30.6 - $34.58 $166K - $188K
17.5K $577K
AGZ
Ishares Agency Bond ETF

ETFs
1.79K
New
$107.46 - $109.48 $192K - $195K
1.79K $195K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.49K
+ 2.15%
$49.25 - $50.66 $369K - $379K
355K $17.6M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.8K
+ 19.53%
$100.56 - $108.28 $181K - $195K
11K $1.13M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.01K
New
$189.39 - $204.09 $191K - $206K
1.01K $192K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8.9K
New
$20.2 - $22.24 $180K - $198K
8.9K $191K
AR
Antero Resources Corp

Energy
1.52K
+ 6.26%
$33.64 - $41.42 $51K - $62.8K
25.7K $1.04M
DPZ
Dominos Pizza Inc

Consumer Cyclical
15
+ 0.32%
$402.33 - $489.71 $6.03K - $7.35K
4.64K $2.13M
WES
Western Midstream Partners, LP

Energy
1.76K
+ 3.83%
$37.87 - $42.89 $66.5K - $75.3K
47.7K $1.95M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
5.2K
+ 0.91%
$25.05 - $25.16 $130K - $131K
575K $14.5M
AVT
Avnet Inc

Technology
3.9K
New
$46.61 - $54.65 $182K - $213K
3.9K $187K
EWBC
East West Bancorp Inc

Financial Services
2.09K
New
$84.35 - $103.91 $176K - $217K
2.09K $187K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
4.15K
New
$44.28 - $45.4 $184K - $189K
4.15K $187K
LBRT
Liberty Energy Inc.

Energy
11.9K
New
$14.13 - $23.12 $168K - $275K
11.9K $187K
MGNI
Magnite, Inc.

Communication Services
16.4K
New
$11.41 - $21.17 $187K - $347K
16.4K $186K
ONLN
Proshares Tr Online Retail ETF

ETFs
4.17K
New
$42.63 - $51.27 $178K - $214K
4.17K $181K
MPW
Medical Properties Trust Inc

Real Estate
4.4K
+ 5.96%
$3.83 - $6.21 $16.9K - $27.3K
78.2K $471K
KRE
Spdr S&P Regional Banking ETF

ETFs
3.91K
+ 33.06%
$55.11 - $65.5 $216K - $256K
15.7K $894K
IYJ
Ishares Tr

ETFs
1.6K
+ 19.02%
$127.48 - $142.0 $204K - $227K
9.99K $1.3M
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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