Kestra Advisory Services, LLC Incresed Positions in Q2 2025

Kestra Advisory Services, LLC

  • $19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DASH
Door Dash, Inc.

Communication Services
1.76K
+ 123.82%
$163.16 - $246.51 $287K - $434K
3.19K $785K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
9.96K
+ 243.96%
$44.22 - $52.08 $440K - $519K
14K $729K
SHEL
Shell PLC

Energy
10.1K
+ 15.41%
$59.75 - $73.05 $605K - $740K
75.9K $5.34M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.23K
+ 15.71%
$77.94 - $79.5 $485K - $495K
45.9K $3.65M
NSC
Norfolk Southern Corp

Industrials
612
+ 3.28%
$206.34 - $257.46 $126K - $158K
19.3K $4.93M
VIS
Vanguard Industrial ETF

ETFs
1.27K
+ 27.31%
$220.04 - $280.07 $280K - $356K
5.93K $1.66M
XLP
Consumer Staples Sector Spdr

ETFs
6.63K
+ 4.54%
N/A
152K $11.6M
FCX
Freeport Mcmoran Inc

Basic Materials
738
+ 0.86%
$29.15 - $44.46 $21.5K - $32.8K
86.4K $3.74M
IDXX
Idexx Laboratories Inc

Healthcare
238
+ 7.42%
$361.04 - $536.34 $85.9K - $128K
3.45K $1.85M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.09K
+ 3.37%
$97.68 - $121.38 $107K - $133K
33.5K $4.07M
MP
Mp Materials Corp.

Basic Materials
9.04K
+ 40.33%
$18.77 - $37.74 $170K - $341K
31.4K $1.05M
ACGL
Arch Capital Group Ltd.

Financial Services
6.29K
+ 42.75%
$84.99 - $96.82 $535K - $609K
21K $1.91M
EMLP
First Tr Exchange Traded Iv

ETFs
13.1K
+ 4.93%
$33.62 - $37.89 $441K - $497K
279K $10.5M
MPLX
Mplx LP

Energy
13.7K
+ 13.13%
$46.68 - $53.89 $640K - $738K
118K $6.08M
TMDX
Trans Medics Group, Inc.

Healthcare
1.43K
+ 31.42%
$67.67 - $143.04 $96.8K - $205K
5.98K $801K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1.54K
+ 14.1%
$134.25 - $172.52 $206K - $265K
12.4K $2.15M
THO
Thor Industries Inc

Consumer Cyclical
1.65K
+ 6.35%
$64.83 - $89.72 $107K - $148K
27.7K $2.46M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
15K
+ 84.11%
$24.81 - $29.88 $373K - $449K
32.9K $983K
CDNS
Cadence Design Systems Inc

Technology
154
+ 1.91%
$231.64 - $323.08 $35.7K - $49.8K
8.23K $2.54M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
8.33K
+ 135.17%
$42.95 - $53.21 $358K - $443K
14.5K $771K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
3.16K
+ 35.49%
$67.28 - $97.53 $212K - $308K
12K $1.18M
NTRA
Natera, Inc.

Healthcare
1.77K
+ 27.55%
$132.23 - $171.87 $233K - $303K
8.17K $1.38M
AVSC
American Centy ETF Tr Avantis
8.54K
+ 100.58%
$42.39 - $51.76 $362K - $442K
17K $878K
QBTS
D Wave Quantum Inc.

Technology
15.3K
+ 44.13%
$6.22 - $19.04 $95K - $291K
49.9K $730K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
9.18K
+ 16.79%
$47.89 - $48.65 $440K - $447K
63.9K $3.11M
MET
Metlife Inc

Financial Services
5.59K
+ 6.15%
$68.42 - $82.49 $383K - $461K
96.6K $7.76M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
3.49K
+ 3.18%
$39.59 - $44.69 $138K - $156K
113K $5.05M
FXO
First Tr Exchange Traded Fd Fi

ETFs
4.87K
+ 8.15%
$45.9 - $56.06 $224K - $273K
64.6K $3.62M
ORCC
Owl Rock Capital Corp

Financial Services
33.9K
+ 119.76%
N/A
62.3K $833K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.46K
+ 13.02%
$76.98 - $98.31 $190K - $242K
21.4K $2.1M
EQT
Eqt Corp

Energy
2.86K
+ 4.88%
$46.11 - $60.44 $132K - $173K
61.4K $3.58M
PBI
Pitney Bowes Inc

Industrials
25.6K
+ 27.91%
$7.81 - $10.94 $200K - $280K
117K $1.28M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
19.9K
+ 10.22%
$21.55 - $22.2 $429K - $442K
215K $4.74M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
5.23K
+ 47.13%
$56.88 - $70.77 $298K - $370K
16.3K $1.16M
EAPR
Innovator Etfs Tr Emerging Mkt
13.7K
+ 30.33%
$24.71 - $27.99 $338K - $382K
58.7K $1.64M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.41K
+ 5.76%
$22.92 - $28.05 $170K - $208K
136K $3.82M
RH
Rh

Consumer Cyclical
2.77K
+ 147.78%
$145.66 - $249.35 $403K - $689K
4.64K $876K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
4.56K
+ 202.71%
$89.58 - $95.01 $409K - $433K
6.81K $647K
AME
Ametek Inc

Industrials
1.57K
+ 9.22%
$151.41 - $182.75 $237K - $286K
18.6K $3.36M
IBB
Ishares Biotechnology ETF

ETFs
3.83K
+ 10.03%
$112.02 - $129.0 $429K - $494K
42K $5.31M
MCHP
Microchip Technology Inc

Technology
1.98K
+ 14.92%
$35.34 - $71.6 $70.1K - $142K
15.3K $1.08M
UAL
United Airlines Holdings, Inc.

Industrials
2.87K
+ 15.0%
$56.15 - $84.23 $161K - $241K
22K $1.75M
HCA
Hca Healthcare, Inc.

Healthcare
553
+ 9.49%
$317.61 - $387.52 $176K - $214K
6.38K $2.44M
PSTG
Pure Storage, Inc.

Technology
895
+ 3.15%
$37.18 - $57.58 $33.3K - $51.5K
29.3K $1.69M
MGA
Magna International Inc

Consumer Cyclical
3.15K
+ 4.73%
$30.82 - $38.61 $97K - $122K
69.7K $2.69M
WM
Waste Management Inc

Industrials
2.79K
+ 3.49%
$216.47 - $242.1 $605K - $676K
82.8K $18.9M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
4.68K
+ 8.63%
$42.85 - $50.11 $201K - $235K
59K $2.95M
KR
Kroger CO

Consumer Defensive
1.43K
+ 1.82%
$64.62 - $74.0 $92.5K - $106K
80.3K $5.76M
FTC
First Tr Lge Cap Growth

ETFs
1.36K
+ 12.36%
$116.97 - $150.97 $159K - $205K
12.3K $1.86M
Activity Summary
Buys All Purchases 1902 New Holdings 274 Increased Positions 1628 Sells All Sells 846 Reductions 846 Sold out 0 Options Calls 4 Puts 4
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