Kestra Advisory Services, LLC Incresed Positions in Q3 2025

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WPC
W. P. Carey Inc.

Real Estate
48.4K
+ 62.46%
$61.29 - $68.7 $2.97M - $3.33M
126K $8.51M
VCIT
Vanguard Intermediate Term Cor

ETFs
42.2K
+ 44.09%
$81.75 - $84.54 $3.45M - $3.56M
138K $11.6M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
170K
+ 1571.05%
$19.9 - $21.46 $3.37M - $3.64M
180K $3.86M
ITA
Ishares Tr

ETFs
12.2K
+ 23.9%
$184.73 - $209.26 $2.26M - $2.56M
63.3K $13.2M
VFH
Vanguard Financial ETF

ETFs
26.4K
+ 97.99%
$125.23 - $132.78 $3.31M - $3.51M
53.4K $7.01M
VOX
Vanguard Communication Service

ETFs
18.7K
+ 448.04%
$169.0 - $192.17 $3.15M - $3.59M
22.8K $4.29M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.83K
+ 4.57%
$339.37 - $366.46 $1.3M - $1.4M
87.6K $32M
APP
App Lovin Corp

Technology
1.18K
+ 16.29%
$335.1 - $718.54 $397K - $851K
8.45K $6.07M
GD
General Dynamics Corp

Industrials
3.77K
+ 8.56%
$293.92 - $341.0 $1.11M - $1.28M
47.8K $16.3M
CMCSA
Comcast Corp

Communication Services
141K
+ 60.97%
$31.41 - $36.33 $4.43M - $5.13M
373K $11.7M
MCK
Mckesson Corp

Healthcare
3.96K
+ 45.33%
$659.01 - $772.54 $2.61M - $3.06M
12.7K $9.81M
AXP
American Express CO

Financial Services
7.89K
+ 13.52%
$294.27 - $342.31 $2.32M - $2.7M
66.3K $22M
GL
Globe Life Inc.

Financial Services
22.8K
+ 426.41%
$117.6 - $146.55 $2.68M - $3.34M
28.1K $4.02M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
21.5K
+ 3.96%
$64.75 - $69.05 $1.39M - $1.48M
564K $38.9M
CEG
Constellation Energy Corp

Utilities
9.23K
+ 21.43%
$298.82 - $354.89 $2.76M - $3.28M
52.3K $17.2M
VCR
Vanguard Consumer Discretionar

ETFs
7.77K
+ 230.53%
$359.61 - $401.35 $2.79M - $3.12M
11.1K $4.41M
VIS
Vanguard Industrial ETF

ETFs
10.4K
+ 175.89%
$281.0 - $296.29 $2.93M - $3.09M
16.4K $4.85M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.51K
+ 2.77%
$243.93 - $275.62 $612K - $691K
92.9K $25.4M
ROK
Rockwell Automation, Inc

Industrials
8.01K
+ 42.53%
$328.67 - $358.52 $2.63M - $2.87M
26.9K $9.39M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
25.2K
+ 5.92%
$52.31 - $56.47 $1.32M - $1.42M
451K $25.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
117K
+ 174.09%
$25.21 - $25.99 $2.96M - $3.05M
185K $4.77M
SHOP
Shopify Inc.

Technology
1.3K
+ 1.52%
$112.11 - $157.12 $145K - $204K
86.8K $12.9M
NOC
Northrop Grumman Corp

Industrials
1.94K
+ 11.46%
$498.9 - $609.32 $966K - $1.18M
18.8K $11.5M
CGXU
Capital Group Intl Focus Equit

ETFs
21.4K
+ 2.24%
$26.49 - $29.62 $568K - $635K
980K $29M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
43.7K
+ 22.02%
$52.12 - $55.33 $2.28M - $2.42M
242K $13.4M
CCJ
Cameco Corp

Energy
24.5K
+ 25.04%
$70.47 - $86.89 $1.73M - $2.13M
122K $10.3M
CF
Cf Industries Holdings, Inc.

Basic Materials
33.3K
+ 890.03%
$80.91 - $98.75 $2.7M - $3.29M
37.1K $3.32M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
664
+ 0.97%
$393.18 - $439.39 $261K - $292K
69.4K $30.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.35K
+ 3.25%
$103.83 - $179.9 $140K - $242K
42.8K $7.65M
EEM
Ishares Msci Emerging Markets

ETFs
36.7K
+ 19.22%
$48.07 - $53.4 $1.77M - $1.96M
228K $12.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3.38K
+ 10.72%
$567.09 - $607.37 $1.92M - $2.05M
34.9K $20.8M
BA
Boeing CO

Industrials
10.3K
+ 8.86%
$209.79 - $237.38 $2.15M - $2.44M
126K $27.2M
WRB
Berkley W R Corp

Financial Services
37.7K
+ 221.95%
$67.78 - $76.62 $2.56M - $2.89M
54.7K $4.19M
VDC
Vanguard Consumer Staples ETF

ETFs
15.4K
+ 21.99%
$212.64 - $225.25 $3.27M - $3.46M
85.3K $18.2M
XLU
Utilities Sector Spdr

ETFs
18.4K
+ 8.19%
$81.14 - $87.32 $1.49M - $1.61M
243K $21.2M
WFC
Wells Fargo & Company

Financial Services
26.4K
+ 15.77%
$77.05 - $85.16 $2.03M - $2.24M
193K $16.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.35K
+ 8.23%
$362.31 - $405.74 $1.21M - $1.36M
44K $17.7M
MGV
Vanguard Mega Cap Value

ETFs
4.97K
+ 1.52%
$129.46 - $137.85 $644K - $685K
331K $45.6M
COP
Conocophillips

Energy
26K
+ 35.15%
$91.0 - $98.99 $2.36M - $2.57M
99.8K $9.44M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.6K
+ 6.26%
$404.94 - $499.99 $648K - $800K
27.2K $13.2M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
25.7K
+ 17.79%
$79.83 - $84.0 $2.05M - $2.16M
170K $14.3M
VRT
Vertiv Holdings CO

Industrials
32K
+ 83.57%
N/A
70.3K $6.1M
COOP
Mr. Cooper Group Inc.

Financial Services
12.2K
+ 379.91%
$143.29 - $220.9 $1.75M - $2.69M
15.4K $3.25M
ACM
Aecom

Industrials
20.4K
+ 361.8%
$111.08 - $132.99 $2.27M - $2.72M
26.1K $3.41M
AFL
Aflac Inc

Financial Services
21.4K
+ 40.82%
$98.09 - $111.7 $2.1M - $2.39M
73.9K $8.25M
JPIE
J P Morgan Exchange Traded Fd
58.5K
+ 113.7%
$46.01 - $46.55 $2.69M - $2.72M
110K $5.1M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
62.4K
+ 414.58%
$41.17 - $43.65 $2.57M - $2.73M
77.5K $3.34M
TJX
Tjx Companies Inc

Consumer Cyclical
5.25K
+ 5.79%
$121.35 - $144.54 $637K - $759K
95.9K $13.9M
O
Realty Income Corp

Real Estate
35.6K
+ 23.08%
$56.13 - $60.79 $2M - $2.17M
190K $11.6M
Activity Summary
Buys All Purchases 1621 New Holdings 252 Increased Positions 1369 Sells All Sells 1208 Reductions 1208 Sold out 0 Options Calls 6 Puts 3
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