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
CRF
Cornerstone Total Return Fund Inc

Financial Services
3.89K
+ 22.25%
$6.44 - $7.75 $25.1K - $30.2K
21.4K $165K
GNMA
Ishares Gnma Bond ETF

ETFs
903
+ 12.45%
$42.91 - $44.21 $38.7K - $39.9K
8.15K $358K
ALTL
Pacer Lunt Large Cap Altenator

Technology
304
+ 2.96%
$31.72 - $37.66 $9.64K - $11.4K
10.6K $397K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
103
+ 2.63%
$78.85 - $101.3 $8.12K - $10.4K
4.02K $396K
SWK
Stanley Black & Decker, Inc.

Industrials
2.09K
+ 18.66%
$55.86 - $76.98 $117K - $161K
13.3K $899K
EVX
Vaneck ETF Tr Environmental Se

ETFs
341
+ 3.65%
$31.9 - $38.44 $10.9K - $13.1K
9.69K $370K
VNQ
Vanguard Specialized Funds Van

ETFs
2.72K
+ 1.99%
$79.79 - $91.42 $217K - $249K
140K $12.4M
VTRS
Viatris Inc

Healthcare
3.53K
+ 10.81%
$7.26 - $9.12 $25.6K - $32.2K
36.2K $323K
WAT
Waters Corp

Healthcare
250
+ 9.87%
$307.71 - $366.67 $76.9K - $91.7K
2.78K $971K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
6.66K
+ 10.87%
$4.83 - $5.39 $32.2K - $35.9K
67.9K $366K
DHT
Dht Holdings, Inc.

Energy
1.91K
+ 3.87%
$9.45 - $12.15 $18.1K - $23.2K
51.4K $555K
PMM
Putnam Managed Municipal Income Trust

Financial Services
6.97K
+ 20.7%
$5.75 - $6.19 $40.1K - $43.1K
40.6K $242K
VLY
Valley National Bancorp

Financial Services
3.94K
+ 21.39%
$7.87 - $9.2 $31K - $36.2K
22.4K $199K
VDC
Vanguard Consumer Staples ETF

ETFs
106
+ 0.15%
$204.89 - $224.73 $21.7K - $23.8K
69.9K $15.3M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
100
+ 1.33%
$32.81 - $40.9 $3.28K - $4.09K
7.62K $311K
PBA
Pembina Pipeline Corp

Energy
3.3K
+ 9.3%
$35.16 - $40.88 $116K - $135K
38.8K $1.46M
RVT
Royce Value Trust, Inc.

Financial Services
1.48K
+ 9.21%
$12.5 - $15.21 $18.5K - $22.6K
17.6K $264K
TER
Teradyne, Inc

Technology
70
+ 1.75%
$67.96 - $91.05 $4.76K - $6.37K
4.07K $365K
ZWS
Zurn Water Solutions Corp

Industrials
141
+ 1.69%
$28.5 - $37.54 $4.02K - $5.29K
8.49K $310K
CNP
Centerpoint Energy Inc

Utilities
723
+ 4.93%
$35.5 - $39.05 $25.7K - $28.2K
15.4K $565K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
53
+ 3.47%
$162.37 - $200.76 $8.61K - $10.6K
1.58K $298K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
22
+ 0.37%
$34.38 - $44.36 $756 - $976
5.96K $264K
PCEF
Invesco Cef Income Composite E

ETFs
489
+ 1.4%
$16.85 - $19.54 $8.24K - $9.56K
35.5K $692K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
1.42K
+ 12.05%
$22.57 - $23.23 $32.1K - $33K
13.2K $307K
PAGP
Plains Gp Holdings LP

Energy
11.5K
+ 11.62%
$17.24 - $21.61 $199K - $249K
111K $2.15M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
2.3K
+ 9.6%
$9.73 - $11.03 $22.4K - $25.4K
26.3K $289K
HSIC
Henry Schein Inc

Healthcare
48
+ 0.76%
$62.7 - $73.66 $3.01K - $3.54K
6.38K $465K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
253
+ 5.11%
$60.86 - $71.29 $15.4K - $18K
5.2K $370K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
120
+ 0.8%
$22.61 - $26.12 $2.71K - $3.13K
15K $392K
UHS
Universal Health Services Inc

Healthcare
300
+ 8.21%
$157.05 - $197.94 $47.1K - $59.4K
3.95K $716K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.38K
+ 38.53%
$67.83 - $92.33 $93.3K - $127K
4.94K $359K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
811
+ 2.76%
$50.46 - $58.08 $40.9K - $47.1K
30.2K $1.73M
EUSB
Ishares Tr Esg Advanced Total

Technology
660
+ 12.76%
$42.54 - $43.56 $28.1K - $28.7K
5.83K $253K
LNT
Alliant Energy Corp

Utilities
1.29K
+ 9.92%
$58.79 - $64.85 $76K - $83.9K
14.3K $866K
DHI
Horton D R Inc

Consumer Cyclical
41
+ 0.34%
$115.1 - $129.63 $4.72K - $5.31K
12.3K $1.58M
LAMR
Lamar Advertising CO

Real Estate
79
+ 3.24%
$102.35 - $121.67 $8.09K - $9.61K
2.51K $305K
L
Loews Corp

Financial Services
316
+ 11.15%
$80.89 - $92.09 $25.6K - $29.1K
3.15K $288K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
481
+ 0.79%
$4.36 - $5.27 $2.1K - $2.53K
61.4K $314K
ZG
Zillow Group, Inc.

Communication Services
262
+ 4.26%
$59.44 - $70.64 $15.6K - $18.5K
6.41K $439K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
1.73K
+ 2.18%
$20.08 - $20.98 $34.7K - $36.2K
81.1K $1.67M
LYG
Lloyds Banking Group PLC

Financial Services
539
+ 0.95%
$3.32 - $4.29 $1.79K - $2.31K
57K $242K
ROST
Ross Stores, Inc.

Consumer Cyclical
232
+ 2.31%
$126.62 - $154.26 $29.4K - $35.8K
10.3K $1.31M
FTI
Technip Fmc PLC

Energy
101
+ 1.22%
$23.18 - $35.33 $2.34K - $3.57K
8.36K $288K
UUUU
Energy Fuels Inc

Energy
453
+ 3.92%
$3.44 - $5.9 $1.56K - $2.67K
12K $69K
IVR
Invesco Mortgage Capital Inc.

Real Estate
3.33K
+ 15.83%
$6.33 - $8.04 $21.1K - $26.8K
24.4K $191K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
25
+ 2.48%
$170.2 - $211.82 $4.26K - $5.3K
1.03K $218K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
423
+ 2.89%
$37.87 - $42.54 $16K - $18K
15.1K $632K
LWLG
Lightwave Logic, Inc.

Basic Materials
3.6K
+ 3.73%
$0.83 - $1.37 $2.99K - $4.93K
100K $124K
NWL
Newell Brands Inc.

Consumer Defensive
8.66K
+ 33.45%
$4.48 - $6.27 $38.8K - $54.3K
34.5K $186K
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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