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
FGRO
Fidelity Covington Tr

ETFs
215K
+ 16.41%
N/A
1.52M $34.1M
EMR
Emerson Electric CO

Industrials
4.74K
+ 2.7%
$94.15 - $133.33 $446K - $632K
180K $24M
IEF
Ishares Barclays

ETFs
49.8K
+ 174.93%
$93.15 - $96.56 $4.63M - $4.8M
78.2K $7.49M
EWJ
Ishares Msci Japan ETF

ETFs
57.2K
+ 83.98%
$61.32 - $75.28 $3.51M - $4.3M
125K $9.39M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6.66K
+ 8.19%
$180.84 - $240.32 $1.21M - $1.6M
88K $21.2M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
92.5K
+ 57.06%
$37.51 - $45.52 $3.47M - $4.21M
255K $11.5M
PAUG
Innovator U.S. Equity Power Bu

ETFs
96.9K
+ 33.46%
$35.3 - $40.46 $3.42M - $3.92M
386K $15.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.21K
+ 3.12%
$113.67 - $150.4 $592K - $783K
172K $25.9M
DUSA
Davis Fundamental ETF Tr

ETFs
24.7K
+ 2.85%
$38.38 - $46.28 $946K - $1.14M
889K $41.2M
DFAU
Dimensional ETF Tr

ETFs
81.3K
+ 31.11%
$34.04 - $42.36 $2.77M - $3.45M
343K $14.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.33K
+ 1.32%
$152.93 - $181.74 $814K - $968K
407K $74M
VB
Vanguard Small Cap ETF

ETFs
5.42K
+ 2.7%
$193.73 - $237.37 $1.05M - $1.29M
206K $48.9M
CSCO
Cisco Systems, Inc.

Technology
8.72K
+ 1.8%
$53.19 - $69.38 $464K - $605K
494K $34.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
84.4K
+ 16.95%
$50.36 - $50.68 $4.25M - $4.28M
582K $29.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
42.2K
+ 17.68%
$100.35 - $100.71 $4.23M - $4.25M
281K $28.3M
CRDO
Credo Technology Group Holding LTD

Technology
40.5K
+ 456.38%
$33.3 - $95.05 $1.35M - $3.85M
49.4K $4.57M
CTAS
Cintas Corp

Industrials
13.3K
+ 18.51%
$190.11 - $227.66 $2.53M - $3.03M
85.1K $19M
SLV
I Shares Silver Trust

ETFs
94.2K
+ 15.69%
$27.08 - $33.74 $2.55M - $3.18M
694K $22.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
30K
+ 9.25%
$54.19 - $67.22 $1.62M - $2.01M
354K $23.8M
IOO
Ishares Tr Global 100 ETF

ETFs
31.7K
+ 50.52%
$84.95 - $107.81 $2.69M - $3.42M
94.4K $10.2M
GLDM
World Gold Trust

ETFs
57.8K
+ 65.77%
$58.96 - $67.97 $3.41M - $3.93M
146K $9.55M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
42.3K
+ 18.46%
$85.42 - $94.39 $3.61M - $3.99M
271K $25.5M
VST
Vistra Corp.

Utilities
11.7K
+ 51.12%
$98.07 - $195.04 $1.14M - $2.27M
34.5K $6.68M
BX
Blackstone Inc.

Financial Services
17.4K
+ 12.32%
$120.07 - $151.11 $2.09M - $2.63M
159K $23.7M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
63.3K
+ 17.49%
$47.29 - $53.34 $2.99M - $3.38M
425K $22.4M
HON
Honeywell International Inc

Industrials
7.8K
+ 7.9%
$182.86 - $232.88 $1.43M - $1.82M
106K $24.8M
DFAX
Dimensional ETF Tr
64.9K
+ 10.55%
$23.37 - $29.39 $1.52M - $1.91M
680K $20M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
854
+ 0.29%
$57.46 - $75.58 $49.1K - $64.5K
300K $22.7M
MRVL
Marvell Technology, Inc.

Technology
35.5K
+ 52.44%
$49.38 - $79.97 $1.75M - $2.84M
103K $7.98M
AVDE
American Centy ETF Tr Avantis

ETFs
44.8K
+ 73.16%
$59.32 - $74.36 $2.66M - $3.33M
106K $7.84M
ASML
Asml Holding Nv

Technology
2.11K
+ 13.97%
$595.37 - $815.24 $1.26M - $1.72M
17.2K $13.8M
VGSH
Vanguard

ETFs
64.2K
+ 129.97%
$58.32 - $58.95 $3.74M - $3.78M
114K $6.67M
COF
Capital One Financial Corp

Financial Services
14.6K
+ 73.5%
$150.57 - $212.76 $2.2M - $3.11M
34.5K $7.34M
T
At&T Inc.

Communication Services
98.7K
+ 8.45%
$26.33 - $28.94 $2.6M - $2.86M
1.27M $36.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
39.8K
+ 10.25%
$39.89 - $49.46 $1.59M - $1.97M
428K $21.2M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
70.6K
+ 60.37%
$50.1 - $51.02 $3.54M - $3.6M
188K $9.57M
RTX
Raytheon Technologies Corp

Industrials
3.25K
+ 1.43%
$113.75 - $148.48 $369K - $482K
231K $33.7M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
36.8K
+ 2.9%
$29.52 - $35.31 $1.09M - $1.3M
1.31M $46.1M
IEMG
Ishares Inc

ETFs
63.7K
+ 21.45%
N/A
361K $19.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
66.5K
+ 2.01%
$44.68 - $45.96 $2.97M - $3.06M
3.37M $154M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
60.1K
+ 43.5%
$45.11 - $52.34 $2.71M - $3.15M
198K $10.4M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
38.9K
+ 176.0%
$63.36 - $80.23 $2.46M - $3.12M
61K $4.89M
DFIC
Dimensional ETF Tr Dimensional

ETFs
56.6K
+ 12.5%
$24.94 - $31.15 $1.41M - $1.76M
510K $15.8M
MS
Morgan Stanley

Financial Services
4.93K
+ 4.66%
$99.83 - $140.86 $492K - $695K
111K $15.6M
DFIV
Dimensional ETF Tr

ETFs
53.8K
+ 20.83%
$34.67 - $43.21 $1.86M - $2.32M
312K $13.4M
TT
Trane Technologies PLC

Industrials
2.31K
+ 10.65%
$315.21 - $437.41 $728K - $1.01M
24K $10.5M
VV
Vanguard Large Cap ETF

ETFs
7.47K
+ 20.23%
$228.25 - $285.3 $1.7M - $2.13M
44.4K $12.7M
DELL
Dell Technologies Inc.

Technology
6.86K
+ 9.31%
$71.63 - $125.98 $491K - $864K
80.5K $9.87M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
11.5K
+ 11.44%
$106.81 - $136.49 $1.23M - $1.57M
112K $15.3M
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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