Kestra Advisory Services, LLC Incresed Positions in Q3 2025

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
93.7K
+ 3.66%
$202.38 - $256.87 $19M - $24.1M
2.65M $675M
NVDA
Nvidia Corp

Technology
99.2K
+ 3.65%
$153.3 - $186.58 $15.2M - $18.5M
2.82M $525M
BND
Vanguard Bd Index Fd Inc Total

ETFs
900K
+ 266.47%
$72.57 - $74.72 $65.3M - $67.3M
1.24M $92.1M
MSFT
Microsoft Corp

Technology
90.7K
+ 11.26%
$491.09 - $535.64 $44.5M - $48.6M
896K $464M
GOOGL
Alphabet Inc.

Communication Services
84K
+ 14.7%
$174.36 - $254.72 $14.6M - $21.4M
655K $159M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.34M
+ 71.59%
$31.79 - $33.42 $42.6M - $44.7M
3.21M $107M
GOOG
Alphabet Inc.

Communication Services
40.8K
+ 7.57%
$175.16 - $255.24 $7.15M - $10.4M
580K $141M
RSP
Invesco S&P 500 Equal Weight E

ETFs
202K
+ 49.5%
$181.56 - $190.33 $36.6M - $38.4M
609K $115M
PH
Parker Hannifin Corp

Industrials
548
+ 0.09%
$697.13 - $769.67 $382K - $422K
614K $465M
GLD
Spdr Gold Trust

ETFs
43.2K
+ 13.55%
$300.96 - $355.47 $13M - $15.3M
362K $129M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40.9K
+ 9.38%
$459.11 - $506.91 $18.8M - $20.8M
478K $240M
IEF
Ishares Barclays

ETFs
290K
+ 370.27%
$93.91 - $97.26 $27.2M - $28.2M
368K $35.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.35K
+ 1.84%
$617.65 - $666.84 $5.16M - $5.57M
462K $308M
JPM
Jpmorgan Chase & CO

Financial Services
47.7K
+ 9.93%
$282.78 - $316.06 $13.5M - $15.1M
527K $166M
ABBV
Abb Vie Inc.

Healthcare
40.3K
+ 11.47%
$184.85 - $231.54 $7.45M - $9.33M
392K $90.7M
AVGO
Broadcom Inc.

Technology
20K
+ 6.19%
$264.74 - $369.57 $5.29M - $7.39M
343K $113M
CAT
Caterpillar Inc

Industrials
18.6K
+ 11.16%
$390.92 - $477.15 $7.26M - $8.86M
185K $88.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
770K
+ 28.78%
$26.38 - $27.95 $20.3M - $21.5M
3.45M $94.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
793K
+ 1046.6%
$25.29 - $28.33 $20.1M - $22.5M
869K $24.2M
WMT
Walmart Inc.

Consumer Defensive
176K
+ 26.08%
$94.4 - $104.27 $16.6M - $18.4M
852K $87.8M
IWM
Ishares Russell 2000 ETF

ETFs
67.2K
+ 33.46%
$214.92 - $244.84 $14.4M - $16.4M
268K $64.8M
PLTR
Palantir Technologies Inc.

Technology
49.8K
+ 18.95%
$130.68 - $186.97 $6.51M - $9.32M
313K $57.1M
JNJ
Johnson & Johnson

Healthcare
59.9K
+ 20.02%
$155.17 - $185.42 $9.29M - $11.1M
359K $66.5M
SLV
I Shares Silver Trust

ETFs
310K
+ 44.65%
$32.73 - $42.5 $10.1M - $13.2M
1M $42.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
43.9K
+ 38.68%
$224.68 - $282.71 $9.87M - $12.4M
158K $44M
ORCL
Oracle Corp

Technology
16.7K
+ 7.78%
$218.96 - $328.33 $3.66M - $5.49M
232K $65.1M
CGGO
Capital Group Global Growth Eq

ETFs
475K
+ 54.69%
$31.71 - $34.17 $15.1M - $16.2M
1.34M $45.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
24.1K
+ 15.87%
$420.11 - $472.68 $10.1M - $11.4M
176K $82.2M
UNH
Unitedhealth Group Inc

Healthcare
39.9K
+ 38.28%
$237.77 - $353.61 $9.48M - $14.1M
144K $49.7M
CBRE
Cbre Group, Inc.

Real Estate
98.1K
+ 730.37%
$137.04 - $165.9 $13.4M - $16.3M
112K $17.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
242K
+ 56.47%
$49.43 - $54.52 $12M - $13.2M
670K $36.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
179K
+ 8.6%
$40.2 - $44.58 $7.19M - $7.97M
2.26M $99.2M
META
Meta Platforms, Inc.

Communication Services
20.6K
+ 14.21%
$695.21 - $791.73 $14.3M - $16.3M
165K $121M
AMZN
Amazon Com Inc

Consumer Cyclical
65.2K
+ 5.01%
$211.65 - $238.24 $13.8M - $15.5M
1.37M $300M
CGDV
Capital Group Divid Value ETF

ETFs
74.5K
+ 1.71%
$39.59 - $42.21 $2.95M - $3.14M
4.42M $186M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
179K
+ 2499.9%
$73.94 - $78.51 $13.2M - $14M
186K $14.4M
UBER
Uber Technologies, Inc

Technology
125K
+ 47.08%
$86.91 - $99.57 $10.9M - $12.4M
390K $38.2M
CSCO
Cisco Systems, Inc.

Technology
200K
+ 40.59%
$66.2 - $71.79 $13.3M - $14.4M
694K $47.5M
RDVY
First Trust Rising Dividend Ac

ETFs
19.7K
+ 0.75%
$62.38 - $67.29 $1.23M - $1.33M
2.64M $178M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
197K
+ 9.91%
$36.04 - $38.78 $7.09M - $7.63M
2.18M $84.1M
COST
Costco Wholesale Corp

Consumer Defensive
19.1K
+ 25.15%
$915.95 - $994.57 $17.5M - $19M
95K $88M
RTX
Raytheon Technologies Corp

Industrials
46.5K
+ 20.14%
$144.19 - $167.33 $6.71M - $7.78M
277K $46.4M
GS
Goldman Sachs Group Inc

Financial Services
8.78K
+ 13.66%
$696.56 - $806.32 $6.12M - $7.08M
73.1K $58.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
49.5K
+ 7.72%
$108.46 - $120.63 $5.37M - $5.97M
691K $82.1M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
28.5K
+ 5.18%
$82.22 - $96.68 $2.35M - $2.76M
580K $56.1M
WM
Waste Management Inc

Industrials
53.6K
+ 64.74%
$213.88 - $237.1 $11.5M - $12.7M
136K $30.1M
LOW
Lowes Companies Inc

Consumer Cyclical
35K
+ 50.17%
$215.01 - $273.02 $7.53M - $9.57M
105K $26.4M
ETN
Eaton Corp PLC

Industrials
21K
+ 14.44%
$342.99 - $392.76 $7.19M - $8.23M
166K $62.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
126K
+ 13.09%
$53.81 - $57.52 $6.79M - $7.26M
1.09M $62.7M
Activity Summary
Buys All Purchases 1621 New Holdings 252 Increased Positions 1369 Sells All Sells 1208 Reductions 1208 Sold out 0 Options Calls 6 Puts 3
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