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
PHK
Pimco High Income Fund

Financial Services
4.08K
+ 1.07%
$4.43 - $4.88 $18.1K - $19.9K
385K $1.85M
HES
Hess Corp

Energy
167
+ 8.76%
$126.32 - $161.29 $21.1K - $26.9K
2.07K $287K
HURN
Huron Consulting Group Inc.

Industrials
38
+ 0.98%
$132.14 - $153.61 $5.02K - $5.84K
3.93K $540K
NHI
National Health Investors Inc

Real Estate
28
+ 0.5%
$68.74 - $76.77 $1.92K - $2.15K
5.64K $395K
WEN
Wendy'S CO

Consumer Cyclical
2.15K
+ 15.84%
$11.11 - $14.72 $23.9K - $31.6K
15.7K $179K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.09K
+ 11.79%
$41.37 - $53.28 $45.2K - $58.2K
10.4K $463K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
3.36K
+ 12.09%
$10.68 - $12.73 $35.9K - $42.8K
31.2K $333K
MUSA
Murphy Usa Inc.

Consumer Cyclical
68
+ 8.83%
$388.56 - $520.27 $26.4K - $35.4K
838 $340K
O
Realty Income Corp

Real Estate
707
+ 0.46%
$52.27 - $58.52 $37K - $41.4K
154K $8.9M
CHRD
Oasis Petroleum Inc.

Energy
724
+ 12.08%
$82.03 - $113.54 $59.4K - $82.2K
6.72K $650K
BHF
Brighthouse Financial, Inc.

Financial Services
67
+ 0.89%
$47.29 - $61.15 $3.17K - $4.1K
7.61K $409K
CMS
Cms Energy Corp

Utilities
159
+ 2.33%
$68.57 - $75.51 $10.9K - $12K
6.99K $483K
OTIS
Otis Worldwide Corp

Industrials
483
+ 2.62%
$90.88 - $104.3 $43.9K - $50.4K
18.9K $1.87M
BRSP
Bright Spire Capital, Inc.

Real Estate
2.22K
+ 2.78%
$4.3 - $5.59 $9.53K - $12.4K
82.1K $414K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
1.24K
+ 1.65%
$17.17 - $19.9 $21.2K - $24.6K
76K $1.46M
IQV
Iqvia Holdings Inc.

Healthcare
406
+ 7.92%
$137.0 - $174.37 $55.6K - $70.8K
5.53K $871K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
1.97K
+ 6.95%
$23.94 - $30.54 $47.3K - $60.3K
30.4K $826K
THW
Tekla World Healthcare Fund

Financial Services
1.98K
+ 4.45%
$10.05 - $11.31 $19.9K - $22.4K
46.5K $477K
LNTH
Lantheus Holdings, Inc.

Healthcare
106
+ 3.67%
$73.86 - $108.74 $7.83K - $11.5K
3K $245K
BGS
B&G Foods, Inc.

Consumer Defensive
1.38K
+ 8.29%
$4.02 - $7.07 $5.53K - $9.72K
18K $76K
OHI
Omega Healthcare Investors Inc

Real Estate
3.49K
+ 2.95%
$35.55 - $39.05 $124K - $136K
122K $4.47M
RWR
Spdr Dow Jones Reit ETF

ETFs
13
+ 0.07%
$86.33 - $99.71 $1.12K - $1.3K
18.1K $1.75M
MSEX
Middlesex Water CO

Utilities
30
+ 0.58%
$54.18 - $66.57 $1.63K - $2K
5.17K $280K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
3.8K
+ 2.33%
$9.75 - $10.96 $37K - $41.6K
167K $1.73M
USAC
Usa Compression Partners, LP

Energy
2.44K
+ 5.97%
$22.12 - $27.69 $54K - $67.6K
43.3K $1.05M
OVV
Ovintiv Inc.

Energy
579
+ 3.73%
$31.18 - $44.14 $18.1K - $25.6K
16.1K $612K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.52K
+ 3.86%
$44.37 - $50.04 $112K - $126K
67.9K $3.23M
PSEC
Prospect Capital Corp

Financial Services
2.98K
+ 4.32%
$3.14 - $4.06 $9.37K - $12.1K
72.1K $229K
JBBB
Janus Detroit Str Tr Henderson

ETFs
232
+ 0.16%
$46.79 - $48.56 $10.9K - $11.3K
148K $7.14M
LCID
Lucid Group, Inc.

Consumer Cyclical
6.37K
+ 2.76%
$2.1 - $2.96 $13.4K - $18.9K
237K $500K
MAA
Mid America Apartment Communities Inc.

Real Estate
161
+ 3.81%
$145.91 - $168.0 $23.5K - $27K
4.39K $649K
AEE
Ameren Corp

Utilities
167
+ 0.96%
$94.23 - $101.68 $15.7K - $17K
17.5K $1.68M
K
Kellogg CO

Consumer Defensive
449
+ 1.35%
$77.85 - $82.88 $35K - $37.2K
33.7K $2.68M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
543
+ 9.2%
$196.72 - $266.32 $107K - $145K
6.45K $1.48M
MUR
Murphy Oil Corp

Energy
125
+ 0.97%
$19.62 - $29.21 $2.45K - $3.65K
13.1K $294K
USO
United States Oil Fund, LP

ETFs
215
+ 0.98%
$62.37 - $83.12 $13.4K - $17.9K
22.1K $1.62M
DUK
Duke Energy Corp

Utilities
4.9K
+ 2.9%
$112.46 - $124.05 $551K - $608K
174K $20.6M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
595
+ 0.31%
$12.71 - $14.52 $7.56K - $8.64K
193K $2.69M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
310
+ 4.56%
$90.21 - $112.66 $28K - $34.9K
7.1K $647K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.27K
+ 3.52%
$55.13 - $75.25 $70.1K - $95.6K
37.3K $2.56M
HAL
Halliburton CO

Energy
1.91K
+ 5.46%
$19.26 - $25.7 $36.8K - $49.1K
37K $753K
OMC
Omnicom Group Inc.

Communication Services
332
+ 2.25%
$69.22 - $79.77 $23K - $26.5K
15.1K $1.08M
CHDN
Churchill Downs Inc

Consumer Cyclical
1.26K
+ 4.6%
$87.99 - $111.79 $111K - $141K
28.7K $2.9M
PRU
Prudential Financial Inc

Financial Services
495
+ 1.04%
$95.12 - $112.71 $47.1K - $55.8K
48.1K $5.17M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
1.9K
+ 1.62%
$13.77 - $16.67 $26.1K - $31.7K
119K $1.79M
WSR
Whitestone Reit

Real Estate
2K
+ 2.2%
$12.06 - $14.62 $24.1K - $29.2K
92.9K $1.16M
OKE
Oneok Inc

Energy
23.7K
+ 19.83%
$78.71 - $100.37 $1.87M - $2.38M
143K $11.7M
WD
Walker & Dunlop, Inc.

Financial Services
134
+ 1.08%
$66.0 - $85.06 $8.84K - $11.4K
12.6K $885K
IP
International Paper CO

Consumer Cyclical
5.18K
+ 7.62%
$43.89 - $54.46 $227K - $282K
73.1K $3.42M
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
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