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
Super Micro Computer Inc
99.8K
+ 272.61%
N/A
136K $0
T Rowe Price ETF Inc
218K
+ 87.19%
N/A
468K $0
TFLR
T Rowe Price Exchange Traded F
4.33K
+ 27.67%
N/A
20K $0
Te Connectivity PLC
944
+ 9.75%
N/A
10.6K $0
Tidal Tr Ii
3.54K
+ 20.5%
N/A
20.8K $0
Timothy Plan
4.1K
+ 8.78%
N/A
50.7K $0
DWAC
Digital World Acquisition Corp.

Financial Services
5.29K
+ 67.88%
N/A
13.1K $0
Two Hbrs Invt Corp
2.41K
+ 6.45%
N/A
39.8K $0
VUSB
Vanguard Bd Index Fds
11.9K
+ 6.08%
N/A
208K $0
Vanguard Wellington Fd
1.32K
+ 34.26%
N/A
5.18K $0
Virtus Convertible & Inc Fd
847
+ 7.0%
N/A
12.9K $0
Wells Fargo CO New
174
+ 1.75%
N/A
10.1K $0
XC
Wisdomtree Tr Emerging Mkts Ex
125
+ 0.56%
N/A
22.6K $0
Wisdomtree Tr
23.7K
+ 9.44%
N/A
275K $0
ZTEK
Zentek Ltd.

Healthcare
1K
+ 10.0%
$0.98 - $1.78 $980 - $1.78K
11K $11K
AR
Antero Resources Corp

Energy
59
+ 0.23%
$31.92 - $43.78 $1.88K - $2.58K
25.8K $1.04M
DFAR
Dimensional ETF Tr Dimensional

ETFs
781
+ 1.31%
$20.99 - $23.93 $16.4K - $18.7K
60.5K $1.42M
FULT
Fulton Financial Corp

Financial Services
8
+ 0.04%
$15.13 - $18.4 $121 - $147
21.1K $380K
NNY
Nuveen New York Municipal Value Fund

Financial Services
130
+ 0.72%
$7.96 - $8.35 $1.03K - $1.09K
18.1K $147K
CODX
Co Diagnostics, Inc.

Healthcare
4.13K
+ 3.32%
$0.23 - $0.38 $951 - $1.57K
129K $36K
MLPX
Global X Mlp & Energy Infrastr

ETFs
314
+ 1.67%
$55.32 - $65.02 $17.4K - $20.4K
19.2K $1.2M
CMU
Mfs High Yield Municipal Trust

Financial Services
3
+ 0.02%
$3.21 - $3.52 $9.63 - $10.6
13K $43K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
299
+ 0.81%
$35.4 - $41.9 $10.6K - $12.5K
37.2K $1.51M
FXG
First Tr Exchange Traded First

ETFs
437
+ 2.94%
$61.21 - $66.04 $26.7K - $28.9K
15.3K $969K
DX
Dynex Capital Inc

Real Estate
419
+ 3.65%
$11.13 - $12.99 $4.66K - $5.44K
11.9K $145K
FLUX
Flux Power Holdings, Inc.

Industrials
758
+ 3.32%
$1.37 - $2.03 $1.04K - $1.54K
23.6K $35K
DCOM
Dime Community Bancshares, Inc.

Financial Services
1.3K
+ 3.07%
$24.07 - $28.64 $31.2K - $37.1K
43.5K $1.17M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
24
+ 0.14%
$9.33 - $10.06 $224 - $241
17.4K $168K
MPW
Medical Properties Trust Inc

Real Estate
30K
+ 38.3%
$4.31 - $5.91 $129K - $177K
108K $466K
PRI
Primerica, Inc.

Financial Services
15
+ 1.71%
$244.39 - $290.62 $3.67K - $4.36K
893 $244K
FNF
Fidelity National Financial, Inc.

Financial Services
1.79K
+ 15.23%
$53.62 - $66.59 $96K - $119K
13.6K $759K
MDXG
Mimedx Group, Inc.

Healthcare
3.05K
+ 18.48%
$5.88 - $7.69 $17.9K - $23.5K
19.6K $119K
PGR
Progressive Corp

Financial Services
766
+ 5.87%
$255.27 - $288.74 $196K - $221K
13.8K $3.68M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
4
+ 0.04%
$84.41 - $106.28 $338 - $425
10.9K $1.04M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
240
+ 1.14%
$6.54 - $7.1 $1.57K - $1.7K
21.3K $140K
CLOV
Clover Health Investments, Corp.

Healthcare
883
+ 7.61%
$2.74 - $3.77 $2.42K - $3.33K
12.5K $34K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
315
+ 0.25%
$8.43 - $8.77 $2.66K - $2.76K
126K $1.09M
OPI
Office Properties Income Trust

Real Estate
895
+ 2.52%
$0.18 - $0.45 $161 - $403
36.4K $9K
BSM
Black Stone Minerals, L.P.

Energy
1.27K
+ 11.24%
$12.78 - $15.36 $16.3K - $19.6K
12.6K $164K
EQNR
Equinor Asa

Energy
189
+ 1.93%
$22.04 - $28.08 $4.17K - $5.31K
9.99K $251K
POOL
Pool Corp

Industrials
105
+ 7.35%
$285.0 - $325.66 $29.9K - $34.2K
1.53K $446K
IXJ
Ishares Global Healthcare ETF

ETFs
59
+ 2.06%
$82.3 - $90.02 $4.86K - $5.31K
2.92K $251K
STLA
Stellantis N.V.

Consumer Cyclical
836
+ 5.68%
$8.53 - $11.27 $7.13K - $9.42K
15.6K $155K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
30
+ 0.37%
$30.29 - $33.43 $909 - $1K
8.21K $258K
IBRX
Immunity Bio, Inc.

Healthcare
1.82K
+ 4.68%
$1.89 - $3.44 $3.44K - $6.26K
40.7K $107K
ET
Energy Transfer LP

Energy
27.4K
+ 2.48%
$15.65 - $18.93 $429K - $519K
1.13M $20.6M
TGTX
Tg Therapeutics, Inc.

Healthcare
728
+ 6.59%
$33.37 - $45.51 $24.3K - $33.1K
11.8K $423K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.15K
+ 8.69%
$421.16 - $509.5 $483K - $585K
14.4K $6.39M
NJR
New Jersey Resources Corp

Utilities
280
+ 4.28%
$44.23 - $49.97 $12.4K - $14K
6.82K $305K
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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