Kestra Advisory Services, LLC Incresed Positions in Q1 2025

Kestra Advisory Services, LLC

  • $19.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
4.54K
+ 22675.0%
$663000.0 - $801950.0 $3.01B - $3.64B
4.56K $3.64B
OEF
Ishares S&P 100 ETF

ETFs
586K
+ 1265.57%
N/A
632K $168M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
853K
+ 2254.62%
$66.9 - $71.57 $57.1M - $61M
891K $62.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.9M
+ 1806.99%
$21.23 - $23.75 $40.4M - $45.2M
2.01M $43.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
651K
+ 95.1%
$44.72 - $46.25 $29.1M - $30.1M
1.34M $61.6M
PPA
Invesco Exchange Traded Fd Tr

ETFs
229K
+ 563.34%
$113.59 - $123.29 $26.1M - $28.3M
270K $31.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
491K
+ 38.86%
$50.48 - $51.04 $24.8M - $25.1M
1.76M $89M
GLD
Spdr Gold Trust

ETFs
38.5K
+ 15.29%
$243.19 - $288.14 $9.37M - $11.1M
290K $83.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
228K
+ 227.35%
$91.45 - $91.75 $20.8M - $20.9M
328K $30.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
53.3K
+ 9.98%
$507.05 - $563.67 $27M - $30.1M
588K $302M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
230K
+ 7.49%
$44.41 - $45.98 $10.2M - $10.6M
3.3M $151M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
38.7K
+ 170.69%
$333.37 - $384.99 $12.9M - $14.9M
61.4K $20.5M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
302K
+ 992.12%
$34.58 - $38.65 $10.4M - $11.7M
332K $11.7M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
117K
+ 103.84%
$79.96 - $87.71 $9.32M - $10.2M
229K $18.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
172K
+ 13.04%
$56.17 - $59.71 $9.68M - $10.3M
1.49M $85.4M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
187K
+ 896.93%
$41.61 - $44.72 $7.8M - $8.38M
208K $9.02M
DFAU
Dimensional ETF Tr

ETFs
189K
+ 260.89%
$37.84 - $42.29 $7.15M - $7.99M
261K $10.1M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
418K
+ 790.22%
$16.18 - $17.82 $6.77M - $7.46M
471K $7.9M
PM
Philip Morris International Inc.

Consumer Defensive
10.2K
+ 7.31%
$117.15 - $158.79 $1.2M - $1.62M
150K $23.8M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
275K
+ 176.54%
$24.66 - $26.1 $6.77M - $7.17M
430K $10.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
93.8K
+ 22.76%
$57.44 - $59.4 $5.39M - $5.57M
506K $30.1M
RWL
Invesco Exchange Traded Fd Tr

ETFs
58.9K
+ 40.56%
$96.9 - $104.39 $5.71M - $6.15M
204K $20.3M
LLY
Eli Lilly & CO

Healthcare
1.3K
+ 1.57%
$725.72 - $929.72 $943K - $1.21M
84.2K $69.6M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
70.4K
+ 18.03%
$51.39 - $57.43 $3.62M - $4.04M
461K $25.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
68.9K
+ 53.74%
$92.71 - $107.38 $6.38M - $7.39M
197K $18.3M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
253K
+ 1625.64%
$18.9 - $20.05 $4.79M - $5.08M
269K $5.27M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
124K
+ 12.28%
$64.88 - $72.1 $8.05M - $8.95M
1.14M $74.7M
IAU
Ishares Gold Trust

ETFs
4.92K
+ 1.05%
$49.74 - $58.96 $244K - $290K
474K $27.9M
DWM
Wisdomtree Tr

ETFs
76.9K
+ 272.73%
$52.19 - $59.86 $4.01M - $4.6M
105K $6.11M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
91.7K
+ 226.17%
$49.92 - $50.3 $4.58M - $4.61M
132K $6.63M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
70.8K
+ 17.71%
$61.9 - $66.89 $4.38M - $4.73M
470K $29.9M
GLDM
World Gold Trust

ETFs
70.7K
+ 410.02%
$52.19 - $61.89 $3.69M - $4.37M
87.9K $5.44M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
214K
+ 90.78%
$18.36 - $20.51 $3.92M - $4.38M
449K $8.88M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
204K
+ 19.2%
$32.49 - $37.99 $6.64M - $7.77M
1.27M $42.5M
RTX
Raytheon Technologies Corp

Industrials
4.51K
+ 2.02%
$114.1 - $135.66 $514K - $611K
228K $30.2M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
81.4K
+ 17.05%
$55.41 - $60.74 $4.51M - $4.94M
559K $31.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
80.9K
+ 19.42%
$50.39 - $50.66 $4.08M - $4.1M
498K $25.2M
EWJ
Ishares Msci Japan ETF

ETFs
60.7K
+ 824.1%
$65.24 - $71.7 $3.96M - $4.35M
68.1K $4.67M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
39.6K
+ 19.9%
$100.34 - $100.68 $3.97M - $3.99M
239K $24M
XLB
Select Sector Spdr Fd Material

ETFs
46K
+ 278.59%
$83.19 - $90.99 $3.82M - $4.18M
62.5K $5.37M
DUK
Duke Energy Corp

Utilities
14.5K
+ 9.35%
$105.87 - $121.97 $1.53M - $1.77M
169K $20.6M
UBER
Uber Technologies, Inc

Technology
6.6K
+ 2.46%
$63.17 - $81.49 $417K - $538K
275K $20M
VOOV
Vanguard S&P 500 Value ETF

ETFs
20.7K
+ 178.42%
$179.71 - $192.06 $3.72M - $3.97M
32.3K $5.95M
BNDX
Vanguard Total International B

ETFs
77.1K
+ 28.39%
$48.33 - $49.5 $3.73M - $3.82M
349K $17M
XLV
Select Sector Spdr Fund Health

ETFs
16.1K
+ 12.27%
$137.61 - $149.68 $2.22M - $2.41M
148K $21.5M
PSLV
Sprott Physical Silver Trust

Financial Services
168K
+ 24.85%
$9.86 - $11.68 $1.65M - $1.96M
843K $9.78M
VBK
Vanguard Small Cap Growth ETF

ETFs
18.5K
+ 35.77%
$247.97 - $296.33 $4.59M - $5.49M
70.3K $17.7M
IYE
Ishares Tr

ETFs
59.9K
+ 116.34%
$45.23 - $49.95 $2.71M - $2.99M
111K $5.49M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
67.1K
+ 68.96%
$47.03 - $47.8 $3.16M - $3.21M
164K $7.74M
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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