Kestra Advisory Services, LLC Incresed Positions in Q4 2024

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.92K
+ 1.13%
$42.33 - $43.3 $81.1K - $82.9K
172K $7.31M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
261
+ 2.44%
$64.91 - $73.47 $16.9K - $19.2K
10.9K $713K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
264
+ 2.51%
$70.63 - $78.23 $18.6K - $20.7K
10.8K $765K
HCC
Warrior Met Coal, Inc.

Basic Materials
663
+ 6.84%
$53.63 - $74.78 $35.6K - $49.6K
10.4K $561K
XCEM
Columbia ETF Tr Ii

ETFs
1.75K
+ 4.78%
$29.6 - $32.67 $51.9K - $57.3K
38.4K $1.14M
DFAX
Dimensional ETF Tr
51.4K
+ 8.24%
$24.76 - $27.04 $1.27M - $1.39M
674K $16.8M
AOM
Ishares Tr Core Moderate Alloc

ETFs
32
+ 0.08%
$43.44 - $45.05 $1.39K - $1.44K
38.2K $1.66M
JPIN
Jp Morgan Diversified Return I

ETFs
290
+ 2.41%
$53.56 - $59.9 $15.5K - $17.4K
12.3K $660K
IYK
Ishares U.S. Consumer Staples

ETFs
339
+ 1.9%
$65.32 - $70.92 $22.1K - $24K
18.2K $1.19M
FNF
Fidelity National Financial, Inc.

Financial Services
120
+ 0.93%
$55.19 - $63.83 $6.62K - $7.66K
13K $731K
BCE
Bce Inc

Communication Services
2.58K
+ 22.55%
$22.53 - $34.84 $58.2K - $90K
14K $325K
RACE
Ferrari N.V.

Consumer Cyclical
248
+ 6.12%
$422.83 - $490.34 $105K - $122K
4.3K $1.83M
TD
Toronto Dominion Bank

Financial Services
756
+ 6.32%
$51.56 - $63.8 $39K - $48.2K
12.7K $677K
EUDG
Wisdomtree Tr

ETFs
1.11K
+ 4.27%
$29.79 - $33.83 $33.1K - $37.6K
27.1K $808K
ACGL
Arch Capital Group Ltd.

Financial Services
1.22K
+ 12.33%
$88.71 - $114.86 $108K - $140K
11.1K $1.03M
FUTU
Futu Holdings LTD

Financial Services
3
+ 0.06%
$79.99 - $128.93 $240 - $387
5.24K $419K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
450
+ 3.13%
$58.46 - $65.6 $26.3K - $29.5K
14.8K $868K
WU
Western Union CO

Financial Services
5.3K
+ 4.97%
$10.52 - $11.94 $55.7K - $63.3K
112K $1.19M
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.12K
+ 18.74%
$72.97 - $96.75 $155K - $205K
13.4K $996K
DOV
Dover Corp

Industrials
716
+ 1.32%
$184.72 - $206.51 $132K - $148K
55.1K $10.3M
TMDX
Trans Medics Group, Inc.

Healthcare
2.48K
+ 94.62%
$59.28 - $144.9 $147K - $359K
5.1K $317K
VOD
Vodafone Group Public LTD CO

Communication Services
58.1K
+ 15.12%
$8.37 - $9.95 $486K - $578K
442K $3.75M
ACNB
Acnb Corp

Financial Services
181
+ 0.68%
$39.15 - $50.72 $7.09K - $9.18K
26.7K $1.06M
CSWC
Capital Southwest Corp

Financial Services
2.31K
+ 5.44%
$20.85 - $25.85 $48.1K - $59.6K
44.7K $975K
VAW
Vanguard Materials ETF

ETFs
256
+ 4.21%
$186.91 - $215.32 $47.8K - $55.1K
6.34K $1.19M
BIDU
Baidu, Inc.

Communication Services
348
+ 5.8%
$80.33 - $115.13 $28K - $40.1K
6.35K $535K
XYL
Xylem Inc.

Industrials
874
+ 8.35%
$116.02 - $137.45 $101K - $120K
11.3K $1.32M
ES
Eversource Energy

Utilities
1.5K
+ 8.6%
$55.9 - $67.73 $83.7K - $101K
18.9K $1.09M
X
United States Steel Corp

Basic Materials
423
+ 0.5%
$30.14 - $42.31 $12.7K - $17.9K
84.7K $2.88M
KORP
American Centy ETF Tr Diversif

ETFs
3.05K
+ 2.99%
$45.76 - $48.27 $140K - $147K
105K $4.83M
PEG
Public Service Enterprise Group Inc

Utilities
1.26K
+ 2.81%
$81.87 - $94.51 $103K - $119K
46.2K $3.9M
NTAP
Net App, Inc.

Technology
505
+ 2.27%
$115.31 - $131.11 $58.2K - $66.2K
22.8K $2.64M
RWR
Spdr Dow Jones Reit ETF

ETFs
415
+ 2.23%
$97.84 - $108.61 $40.6K - $45.1K
19K $1.88M
IQLT
Ishares Msci Intl Quality Fact

ETFs
9.74K
+ 9.03%
$37.12 - $41.23 $361K - $401K
118K $4.36M
AES
Aes Corp

Utilities
795
+ 4.61%
$12.44 - $20.24 $9.89K - $16.1K
18K $232K
XP
Xp Inc.

Financial Services
441
+ 2.27%
$11.78 - $18.17 $5.19K - $8.01K
19.9K $235K
VALE
Vale S.A.

Basic Materials
3.67K
+ 7.0%
$8.74 - $11.78 $32K - $43.2K
56K $497K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
1.79K
+ 4.49%
$47.63 - $52.63 $85K - $93.9K
41.5K $2M
RIO
Rio Tinto PLC

Basic Materials
2.65K
+ 11.8%
$58.59 - $71.15 $155K - $189K
25.1K $1.48M
IXUS
Ishares Tr

ETFs
7.66K
+ 7.82%
$65.95 - $72.56 $505K - $556K
106K $6.99M
ADM
Archer Daniels Midland CO

Consumer Defensive
1.47K
+ 6.46%
$49.38 - $59.52 $72.5K - $87.4K
24.2K $1.22M
MELI
Mercadolibre Inc

Consumer Cyclical
274
+ 15.96%
$1666.0 - $2117.3 $456K - $580K
1.99K $3.39M
HALO
Halozyme Therapeutics, Inc.

Healthcare
352
+ 2.16%
$42.57 - $61.09 $15K - $21.5K
16.6K $795K
FSTA
Fidelity Covington Tr Msci Con

ETFs
720
+ 0.66%
$49.28 - $52.29 $35.5K - $37.6K
110K $5.45M
ILF
Ishares Latin America 40 ETF

ETFs
52.8K
+ 21.13%
$20.91 - $26.09 $1.1M - $1.38M
303K $6.33M
XLB
Select Sector Spdr Fd Material

ETFs
508
+ 3.18%
$83.8 - $97.58 $42.6K - $49.6K
16.5K $1.39M
DD
Du Pont De Nemours, Inc.

Basic Materials
3.42K
+ 10.5%
$75.95 - $88.05 $260K - $301K
36K $2.74M
EMB
Ishares Tr

ETFs
58
+ 0.16%
$88.94 - $93.46 $5.16K - $5.42K
36.8K $3.28M
MRNA
Moderna, Inc.

Healthcare
1.27K
+ 14.36%
$36.85 - $63.93 $46.8K - $81.1K
10.1K $420K
Activity Summary
Buys All Purchases 1701 New Holdings 326 Increased Positions 1375 Sells All Sells 895 Reductions 895 Sold out 0 Options Calls 10 Puts 4
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