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
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
118K
+ 37.65%
$31.63 - $35.22 $3.74M - $4.16M
432K $13.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
74.5K
+ 30.08%
$48.06 - $53.73 $3.58M - $4M
322K $15.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
23.3K
+ 6.3%
$89.27 - $92.9 $2.08M - $2.16M
393K $36.3M
SLV
I Shares Silver Trust

ETFs
3.93K
+ 0.66%
$26.93 - $31.32 $106K - $123K
600K $18.6M
CGUS
Capital Group Core Equity ETF
131K
+ 13.59%
$33.08 - $36.62 $4.33M - $4.8M
1.09M $36.6M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
108K
+ 159.61%
$25.88 - $27.09 $2.79M - $2.92M
175K $4.65M
EPD
Enterprise Products Partners L.P.

Energy
23.6K
+ 3.55%
$31.75 - $34.14 $750K - $807K
690K $23.5M
VNLA
Janus Henderson Short Duration

ETFs
53.4K
+ 48.76%
$48.89 - $49.21 $2.61M - $2.63M
163K $8.01M
IWR
Ishares Russell Mid Cap ETF

ETFs
38.5K
+ 19.93%
$82.81 - $92.93 $3.19M - $3.58M
232K $19.7M
WM
Waste Management Inc

Industrials
347
+ 0.44%
$200.54 - $233.78 $69.6K - $81.1K
80K $18.5M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
86.7K
+ 21.51%
$67.24 - $84.27 $5.83M - $7.3M
490K $33.4M
DG
Dollar General Corp

Consumer Defensive
21.8K
+ 61.23%
$68.44 - $87.93 $1.49M - $1.92M
57.5K $5.06M
FSMD
Fidelity Covington Tr Small Mi

ETFs
71.9K
+ 30.42%
$38.04 - $43.22 $2.74M - $3.11M
308K $12.1M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
32.3K
+ 33.96%
$66.3 - $74.17 $2.14M - $2.4M
128K $8.87M
IDEV
Ishares Core Msci Intl Develop

ETFs
32.4K
+ 236.26%
$63.77 - $71.36 $2.06M - $2.31M
46.1K $3.17M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
30.7K
+ 9.27%
$48.13 - $51.78 $1.48M - $1.59M
362K $18.4M
CVS
Cvs Health Corp

Healthcare
6.64K
+ 8.29%
$44.22 - $68.64 $294K - $456K
86.8K $5.88M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
44.2K
+ 23.08%
$48.31 - $49.23 $2.13M - $2.17M
236K $11.6M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
63.6K
+ 389.73%
$35.26 - $36.57 $2.24M - $2.33M
79.9K $2.84M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
97.2K
+ 12.04%
$22.25 - $23.0 $2.16M - $2.24M
905K $20.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
41K
+ 40.76%
$51.52 - $52.37 $2.11M - $2.14M
141K $7.41M
TMUS
T Mobile Us, Inc.

Communication Services
2.85K
+ 9.04%
$211.3 - $272.83 $601K - $776K
34.3K $9.15M
AVUS
American Centy ETF Tr Avantis

ETFs
28.9K
+ 26.63%
$90.7 - $101.57 $2.62M - $2.93M
137K $12.7M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
59K
+ 170.25%
$36.16 - $38.77 $2.14M - $2.29M
93.7K $3.42M
FGRO
Fidelity Covington Tr

ETFs
94.6K
+ 7.8%
N/A
1.31M $29.3M
META
Meta Platforms, Inc.

Communication Services
7.02K
+ 4.9%
$576.36 - $736.67 $4.04M - $5.17M
150K $86.5M
CTRA
Coterra Energy Inc.

Energy
30.4K
+ 8.83%
$25.51 - $29.83 $775K - $906K
374K $10.8M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
107K
+ 195.96%
$18.55 - $18.81 $1.99M - $2.02M
162K $3.03M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
52.1K
+ 54.3%
$37.69 - $39.76 $1.96M - $2.07M
148K $5.62M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
24.9K
+ 19.48%
$48.65 - $53.06 $1.21M - $1.32M
152K $7.92M
SJNK
Spdr Bloomberg Short Term High

ETFs
70.7K
+ 46.14%
$25.08 - $25.64 $1.77M - $1.81M
224K $5.63M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
37K
+ 17.22%
$48.25 - $52.09 $1.78M - $1.93M
252K $12.4M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
15.9K
+ 27.51%
$43.79 - $57.46 $697K - $914K
73.7K $4.22M
HOOD
Robinhood Markets, Inc.

Technology
39.8K
+ 213.6%
$35.63 - $65.28 $1.42M - $2.6M
58.4K $2.43M
DOW
Dow Inc.

Basic Materials
85.8K
+ 35.13%
$34.36 - $41.92 $2.95M - $3.59M
330K $11.5M
MCO
Moodys Corp

Financial Services
4.33K
+ 10.7%
$437.8 - $527.48 $1.9M - $2.28M
44.8K $20.9M
SYK
Stryker Corp

Healthcare
1.31K
+ 1.32%
$355.18 - $399.9 $466K - $525K
100K $37.4M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
47.5K
+ 89.32%
$36.14 - $40.81 $1.72M - $1.94M
101K $3.72M
PVAL
Putnam ETF Tr Putnam Focused L
32.3K
+ 7.92%
$36.8 - $39.59 $1.19M - $1.28M
441K $16.8M
XLG
Invesco Exchange Traded Fd Tr

ETFs
48.7K
+ 28.99%
$45.72 - $51.73 $2.23M - $2.52M
217K $9.97M
SIL
Global X Silver Miners ETF

ETFs
30K
+ 58.5%
$31.91 - $40.68 $956K - $1.22M
81.2K $3.2M
MDT
Medtronic PLC

Healthcare
176
+ 0.11%
$79.84 - $94.5 $14.1K - $16.6K
155K $13.9M
ED
Consolidated Edison Inc

Utilities
2.53K
+ 4.31%
$88.0 - $110.59 $223K - $280K
61.3K $6.78M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
30.1K
+ 126.91%
$50.03 - $50.27 $1.51M - $1.51M
53.8K $2.7M
HEFA
Ishares Currency Hedged Msci E

ETFs
35K
+ 23.21%
$34.83 - $37.52 $1.22M - $1.31M
186K $6.74M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
63.3K
+ 17.11%
$23.29 - $23.38 $1.47M - $1.48M
433K $10.1M
CGGO
Capital Group Global Growth Eq

ETFs
74.3K
+ 10.22%
$28.33 - $30.84 $2.11M - $2.29M
801K $22.7M
OXY
Occidental Petroleum Corp

Energy
29.2K
+ 34.05%
$45.45 - $52.7 $1.33M - $1.54M
115K $5.68M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
34.8K
+ 68.02%
$41.74 - $43.57 $1.45M - $1.52M
85.9K $3.62M
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
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email