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
AXP
American Express CO

Financial Services
652
+ 1.13%
$231.39 - $318.98 $151K - $208K
58.4K $18.6M
JXI
Ishares Tr Global Utils ETF

ETFs
40.3K
+ 231.12%
$64.56 - $74.02 $2.6M - $2.99M
57.8K $4.26M
MGV
Vanguard Mega Cap Value

ETFs
17.7K
+ 5.73%
$114.87 - $131.25 $2.03M - $2.32M
326K $42.8M
CGXU
Capital Group Intl Focus Equit

ETFs
20.5K
+ 2.19%
$21.44 - $27.35 $440K - $561K
959K $26M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.22K
+ 2.67%
$104.34 - $138.68 $335K - $446K
124K $17.1M
FDL
First Tr Morningstar Dividend

ETFs
82K
+ 26.56%
$38.19 - $43.19 $3.13M - $3.54M
391K $16.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
84.6K
+ 18.85%
$17.76 - $22.1 $1.5M - $1.87M
533K $11.8M
FSK
Fs Kkr Capital Corp

Financial Services
150K
+ 13.85%
$17.95 - $21.5 $2.69M - $3.22M
1.23M $25.6M
TDG
Trans Digm Group Inc

Industrials
1.69K
+ 72.4%
$1231.75 - $1520.64 $2.08M - $2.57M
4.03K $6.13M
ICSH
Blackrock Ultra Short Term Bon

ETFs
56.6K
+ 294.09%
$50.48 - $50.71 $2.86M - $2.87M
75.9K $3.85M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
120K
+ 19.91%
N/A
723K $17.2M
SHOP
Shopify Inc.

Technology
12K
+ 16.32%
$76.89 - $115.35 $922K - $1.38M
85.5K $9.86M
HDV
Ishares Core High Dividend ETF

ETFs
29.1K
+ 20.19%
$108.41 - $120.51 $3.15M - $3.5M
173K $20.3M
SMR
Nuscale Power Corp

Industrials
23.7K
+ 31.76%
$12.6 - $43.24 $299K - $1.02M
98.3K $3.89M
TGT
Target Corp

Consumer Defensive
32.6K
+ 43.68%
$88.76 - $105.77 $2.89M - $3.44M
107K $10.6M
SNOW
Snowflake Inc.

Technology
2.59K
+ 9.17%
$130.53 - $223.77 $338K - $580K
30.9K $6.9M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
27.1K
+ 79.32%
$102.02 - $103.5 $2.76M - $2.8M
61.3K $6.3M
APO
Apollo Global Management, Inc.

Financial Services
18.8K
+ 105.28%
$108.68 - $145.07 $2.04M - $2.73M
36.7K $5.2M
BNDX
Vanguard Total International B

ETFs
50.8K
+ 14.55%
$48.77 - $49.55 $2.48M - $2.51M
399K $19.8M
VBR
Vanguard Small Cap Value ETF

ETFs
9.12K
+ 8.18%
$162.76 - $195.77 $1.48M - $1.78M
121K $23.5M
ISRG
Intuitive Surgical Inc

Healthcare
3.76K
+ 26.42%
$451.58 - $565.94 $1.7M - $2.13M
18K $9.76M
C
Citigroup Inc

Financial Services
10.2K
+ 7.82%
$58.13 - $85.12 $591K - $865K
140K $11.9M
MGC
Vanguard Mega Cap ETF

ETFs
8.13K
+ 22.13%
$179.23 - $224.92 $1.46M - $1.83M
44.9K $10.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
19.5K
+ 13.11%
$121.58 - $136.74 $2.37M - $2.66M
168K $22.8M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
45.7K
+ 8.88%
$43.28 - $50.37 $1.98M - $2.3M
560K $28.1M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
55.8K
+ 24.84%
$61.03 - $67.59 $3.4M - $3.77M
280K $17.9M
EPI
Wisdomtree Tr India Earnings F

ETFs
30K
+ 9.75%
$41.3 - $47.52 $1.24M - $1.43M
338K $16.1M
IGV
Ishares Expanded Tech Software

ETFs
18.6K
+ 70.72%
$80.15 - $109.5 $1.49M - $2.04M
44.9K $4.92M
DVY
Ishares Tr

ETFs
20.3K
+ 18.87%
$118.37 - $134.86 $2.4M - $2.74M
128K $17M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
25.5K
+ 77.7%
$97.29 - $105.63 $2.48M - $2.69M
58.3K $5.92M
IJK
Ishares S&P Midcap 400 Growth

ETFs
14.1K
+ 8.92%
$73.7 - $90.98 $1.04M - $1.29M
173K $15.7M
FVAL
Fidelity Covington Tr Value Fa

ETFs
29.2K
+ 19.57%
$52.8 - $63.87 $1.54M - $1.87M
178K $11.4M
VICI
Vici Properties Inc.

Real Estate
76.5K
+ 198.96%
$29.41 - $32.97 $2.25M - $2.52M
115K $3.75M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
48.4K
+ 360.84%
$50.09 - $51.09 $2.42M - $2.47M
61.8K $3.16M
KKR
Kkr & Co. Inc.

Financial Services
8.69K
+ 11.81%
$92.79 - $134.29 $806K - $1.17M
82.2K $10.9M
USB
Us Bancorp \De\

Financial Services
41.8K
+ 23.75%
$36.4 - $45.76 $1.52M - $1.91M
218K $9.85M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
91.9K
+ 19.91%
$24.94 - $25.42 $2.29M - $2.33M
553K $14.1M
PVAL
Putnam ETF Tr Putnam Focused L
36K
+ 8.16%
$33.6 - $40.23 $1.21M - $1.45M
477K $19.2M
IYLD
Ishares Tr Ishares Morningstar

ETFs
112K
+ 152.33%
$19.19 - $20.76 $2.15M - $2.33M
186K $3.85M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
47.6K
+ 104.22%
$41.3 - $47.0 $1.96M - $2.24M
93.2K $4.38M
XLI
Industrial Sector Spdr

ETFs
4.01K
+ 3.81%
$116.42 - $147.52 $466K - $591K
109K $16.1M
NET
Cloudflare, Inc.

Technology
466
+ 1.74%
$97.08 - $195.83 $45.2K - $91.3K
27.3K $5.34M
CWS
Advisorshares Tr Advisorshares

ETFs
29.4K
+ 52.2%
$59.37 - $70.0 $1.74M - $2.06M
85.7K $6M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
22.2K
+ 13.53%
$70.7 - $82.14 $1.57M - $1.82M
186K $15.3M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
91.6K
+ 16.18%
$23.96 - $24.27 $2.19M - $2.22M
658K $16M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
19.1K
+ 8.62%
$52.66 - $64.01 $1M - $1.22M
240K $15.4M
ZS
Zscaler, Inc.

Technology
1.18K
+ 7.27%
$174.67 - $315.32 $206K - $372K
17.4K $5.47M
PJAN
Innovator U.S. Equity Power Bu

ETFs
42.6K
+ 30.4%
$38.7 - $44.05 $1.65M - $1.88M
183K $8.05M
XT
Ishares Tr Exponential Technol

ETFs
25.8K
+ 36.08%
$49.86 - $65.25 $1.29M - $1.69M
97.4K $6.36M
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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