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
SMMD
Ishares Tr Russell 2500 ETF

ETFs
4.64K
+ 32.25%
$67.91 - $74.71 $315K - $346K
19K $1.4M
EPD
Enterprise Products Partners L.P.

Energy
7.67K
+ 1.07%
$30.74 - $32.14 $236K - $246K
722K $22.6M
NHI
National Health Investors Inc

Real Estate
4.7K
+ 83.35%
$69.48 - $80.06 $326K - $376K
10.3K $821K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.54K
+ 40.61%
$231.35 - $253.24 $357K - $391K
5.35K $1.31M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
4.16K
+ 29.89%
$44.14 - $61.05 $183K - $254K
18.1K $1.09M
SIVR
Abrdn Silver ETF Trust

ETFs
4.52K
+ 20.55%
$34.34 - $44.62 $155K - $202K
26.5K $1.18M
BLOK
Amplify ETF Tr Trnsformational

ETFs
4.05K
+ 26.76%
$56.05 - $67.13 $227K - $272K
19.2K $1.29M
STAG
Stag Industrial, Inc.

Real Estate
12.1K
+ 158.29%
$34.28 - $36.97 $416K - $448K
19.8K $698K
CDNS
Cadence Design Systems Inc

Technology
187
+ 2.27%
$309.46 - $373.37 $57.9K - $69.8K
8.41K $2.96M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
12.7K
+ 23.78%
$25.53 - $26.94 $325K - $343K
66.3K $1.79M
SWK
Stanley Black & Decker, Inc.

Industrials
4.45K
+ 33.53%
$66.98 - $79.52 $298K - $354K
17.7K $1.32M
MPLX
Mplx LP

Energy
11.9K
+ 10.05%
$49.42 - $52.71 $586K - $625K
130K $6.49M
SLG
Sl Green Realty Corp

Real Estate
7.24K
+ 59.96%
$52.04 - $65.67 $377K - $475K
19.3K $1.16M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
2.35K
+ 19.48%
$97.65 - $111.15 $229K - $261K
14.4K $1.58M
JD
Jd.Com, Inc.

Consumer Cyclical
6.64K
+ 8.98%
$30.39 - $35.64 $202K - $236K
80.5K $2.82M
EFX
Equifax Inc

Industrials
1.63K
+ 28.54%
$234.03 - $265.73 $382K - $434K
7.36K $1.89M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
17.9K
+ 57.53%
$22.19 - $22.44 $398K - $403K
49.1K $1.1M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
18.7K
+ 7.92%
$18.86 - $19.16 $352K - $358K
255K $4.87M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
561
+ 51.75%
$311.12 - $482.13 $175K - $270K
1.65K $750K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.3K
+ 4.34%
$19.49 - $19.61 $377K - $379K
465K $9.09M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
7.76K
+ 93.59%
$50.37 - $50.7 $391K - $393K
16K $813K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.82K
+ 19.7%
$78.88 - $85.2 $301K - $325K
23.2K $1.93M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
26.7K
+ 39.86%
$12.46 - $13.22 $332K - $352K
93.5K $1.22M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.44K
+ 3.1%
$74.93 - $80.73 $108K - $116K
48K $3.87M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
1.23K
+ 77.9%
$265.21 - $286.92 $327K - $354K
2.82K $805K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
4.31K
+ 19.52%
$81.76 - $86.36 $352K - $372K
26.4K $2.24M
TCHP
T Rowe Price Exchange Traded F

Technology
4.74K
+ 11.09%
$44.9 - $49.35 $213K - $234K
47.5K $2.32M
VRSK
Verisk Analytics, Inc.

Industrials
2.72K
+ 53.87%
$242.3 - $312.95 $658K - $850K
7.76K $1.95M
HQH
Tekla Healthcare Investors

Financial Services
3.72K
+ 3.55%
$15.58 - $18.46 $57.9K - $68.6K
109K $2M
TDY
Teledyne Technologies Inc

Technology
159
+ 4.18%
$509.51 - $586.04 $81K - $93.2K
3.96K $2.32M
VMC
Vulcan Materials CO

Basic Materials
561
+ 13.43%
$260.62 - $307.62 $146K - $173K
4.74K $1.46M
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.94K
+ 66.47%
$71.11 - $81.68 $280K - $321K
9.86K $787K
VTR
Ventas, Inc.

Real Estate
2.89K
+ 12.09%
$62.76 - $69.99 $182K - $203K
26.8K $1.88M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
10.8K
+ 85.68%
$26.52 - $31.32 $287K - $339K
23.5K $727K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.59K
+ 5.25%
$107.27 - $113.94 $171K - $182K
32K $3.63M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
4.66K
+ 22.82%
$50.48 - $57.12 $235K - $266K
25.1K $1.4M
T
At&T Inc.

Communication Services
44.1K
+ 3.48%
$26.94 - $29.62 $1.19M - $1.31M
1.31M $37M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.29K
+ 48.41%
$46.86 - $48.27 $342K - $352K
22.4K $1.07M
KRP
Kimbell Royalty Partners, LP

Energy
27.3K
+ 118.2%
$13.08 - $15.06 $357K - $411K
50.4K $679K
UUUU
Energy Fuels Inc

Energy
15.6K
+ 129.96%
$5.59 - $17.26 $87.3K - $270K
27.6K $424K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.66K
+ 4.56%
$98.52 - $103.93 $262K - $276K
61K $6.28M
CPRT
Copart Inc

Consumer Cyclical
11.1K
+ 31.08%
$44.6 - $49.97 $497K - $556K
47K $2.11M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
8.69K
+ 14.28%
$28.52 - $30.48 $248K - $265K
69.5K $2.05M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
3.06K
+ 3.33%
$44.4 - $46.72 $136K - $143K
94.8K $4.43M
DY
Dycom Industries Inc

Industrials
1.04K
+ 100.39%
$244.32 - $294.01 $255K - $306K
2.08K $606K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
16.8K
+ 2.86%
$20.66 - $20.74 $347K - $348K
603K $12.5M
TXT
Textron Inc

Industrials
3.81K
+ 56.31%
$77.02 - $87.21 $294K - $332K
10.6K $893K
GILD
Gilead Sciences, Inc.

Healthcare
3.08K
+ 5.55%
$108.22 - $120.47 $334K - $371K
58.6K $6.51M
TPR
Tapestry, Inc.

Consumer Cyclical
1.99K
+ 41.11%
$86.48 - $116.14 $172K - $231K
6.81K $771K
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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