Kestra Advisory Services, LLC Incresed Positions in Q1 2025

Kestra Advisory Services, LLC

  • $19.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DHT
Dht Holdings, Inc.

Energy
34.9K
+ 239.21%
$9.33 - $11.85 $325K - $413K
49.4K $519K
NGG
National Grid PLC

Utilities
3.95K
+ 19.99%
$56.13 - $65.61 $222K - $259K
23.7K $1.56M
TFC
Truist Financial Corp

Financial Services
19.4K
+ 10.37%
$39.48 - $48.15 $766K - $935K
207K $8.5M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.74K
+ 1.78%
$44.68 - $46.49 $167K - $174K
214K $9.92M
SHW
Sherwin Williams CO

Basic Materials
569
+ 2.98%
$330.16 - $365.55 $188K - $208K
19.7K $6.88M
ET
Energy Transfer LP

Energy
75.4K
+ 7.32%
$17.26 - $21.08 $1.3M - $1.59M
1.11M $20.6M
KMX
Carmax Inc

Consumer Cyclical
4.96K
+ 104.13%
$69.25 - $89.19 $344K - $443K
9.73K $757K
VNQ
Vanguard Specialized Funds Van

ETFs
1.83K
+ 1.36%
$85.55 - $94.34 $157K - $173K
137K $12.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.35K
+ 9.15%
$32.5 - $33.3 $304K - $311K
111K $3.71M
LVHI
Franklin International Low Vol

ETFs
8.83K
+ 23.31%
$30.53 - $32.85 $270K - $290K
46.7K $1.51M
VRSN
Verisign Inc

Technology
949
+ 39.72%
$205.1 - $254.74 $195K - $242K
3.34K $847K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
13K
+ 21.21%
$24.21 - $25.09 $315K - $326K
74.4K $1.86M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
710
+ 0.72%
$78.97 - $85.82 $56.1K - $60.9K
99.4K $8.24M
WRB
Berkley W R Corp

Financial Services
2.04K
+ 12.6%
$56.7 - $71.27 $116K - $145K
18.2K $1.3M
EME
Emcor Group, Inc.

Industrials
1.8K
+ 47.87%
$361.16 - $535.99 $650K - $964K
5.56K $2.05M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
10.8K
+ 64.15%
$34.79 - $38.36 $375K - $414K
27.6K $963K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
1.53K
+ 3.68%
$47.66 - $57.45 $72.8K - $87.8K
43.1K $2.34M
ILCB
Ishares Morningstar U.S. Equit

ETFs
4.63K
+ 130.83%
$76.17 - $85.05 $353K - $394K
8.17K $631K
IRBO
Ishares Robotics & Artificial

ETFs
10.5K
+ 40.58%
N/A
36.5K $1.17M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
13.9K
+ 29.14%
$25.12 - $26.05 $348K - $361K
61.5K $1.55M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.67K
+ 5.07%
$49.78 - $53.19 $332K - $355K
138K $7.06M
SYY
Sysco Corp

Consumer Defensive
5.81K
+ 7.87%
$70.0 - $77.13 $407K - $448K
79.7K $5.98M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
122
+ 0.08%
$12.0 - $14.77 $1.46K - $1.8K
160K $2.35M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.79K
+ 9.4%
$49.69 - $50.76 $337K - $345K
79K $3.95M
XLC
Select Sector Spdr Tr Communic

ETFs
3.87K
+ 2.98%
$94.84 - $105.31 $367K - $407K
134K $12.9M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
30.2K
+ 20.19%
$11.4 - $11.96 $344K - $361K
180K $2.07M
VICI
Vici Properties Inc.

Real Estate
6.44K
+ 20.1%
$28.21 - $32.68 $182K - $210K
38.5K $1.25M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.9K
+ 1.63%
$29.06 - $32.62 $55.2K - $61.9K
118K $3.71M
PAVE
Global X Fds Us Infrastructure

ETFs
43.6K
+ 8.78%
$37.31 - $43.82 $1.63M - $1.91M
540K $20.4M
WTW
Willis Towers Watson PLC

Financial Services
749
+ 35.53%
$306.61 - $340.78 $230K - $255K
2.86K $965K
RE
Everest Re Group LTD

Financial Services
829
+ 21.46%
N/A
4.69K $1.74M
FSTA
Fidelity Covington Tr Msci Con

ETFs
2.28K
+ 2.06%
$48.3 - $52.85 $110K - $120K
113K $5.75M
CSGP
Costar Group, Inc.

Real Estate
2.54K
+ 19.06%
$69.29 - $80.37 $176K - $204K
15.9K $1.26M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
7.8K
+ 21.7%
$28.66 - $31.72 $224K - $248K
43.8K $1.35M
DBA
Invesco Db Agriculture Fund

ETFs
15.3K
+ 3.64%
$26.05 - $28.38 $398K - $433K
435K $11.5M
CTA
Simplify Exch Traded Fds Simpl

ETFs
9.39K
+ 87.37%
$27.81 - $30.21 $261K - $284K
20.1K $596K
EPR
Epr Properties

Real Estate
3.77K
+ 32.29%
$43.98 - $53.81 $166K - $203K
15.5K $813K
LNG
Cheniere Energy, Inc.

Energy
81
+ 0.49%
$209.32 - $253.66 $17K - $20.5K
16.6K $3.83M
DRI
Darden Restaurants Inc

Consumer Cyclical
548
+ 6.7%
$180.02 - $208.56 $98.7K - $114K
8.73K $1.81M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
15.2K
+ 61.64%
$18.54 - $18.88 $282K - $287K
39.9K $745K
OXLC
Oxford Lane Capital Corp.

Financial Services
75K
+ 36.08%
$4.3 - $5.17 $323K - $388K
283K $1.34M
FQAL
Fidelity Covington Tr Quality

ETFs
15.1K
+ 2.78%
$63.12 - $69.13 $950K - $1.04M
556K $35.7M
THG
Hanover Insurance Group, Inc.

Financial Services
1.39K
+ 76.72%
$147.13 - $174.61 $205K - $243K
3.2K $557K
ATR
Aptargroup, Inc.

Healthcare
2.02K
+ 76.12%
$141.7 - $159.83 $287K - $323K
4.68K $694K
OKTA
Okta, Inc.

Technology
470
+ 5.48%
$78.83 - $116.72 $37.1K - $54.9K
9.04K $951K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
8.35K
+ 10.98%
$44.7 - $49.05 $373K - $410K
84.4K $3.82M
BMAY
Innovator U.S. Equity Buffer E

ETFs
7.25K
+ 25.31%
$39.08 - $41.36 $283K - $300K
35.9K $1.42M
NGD
New Gold Inc.

Basic Materials
5.7K
+ 2.86%
$2.54 - $3.71 $14.5K - $21.2K
205K $761K
CYBR
Cyber Ark Software Ltd.

Technology
761
+ 41.88%
$312.8 - $414.31 $238K - $315K
2.58K $871K
Activity Summary
Buys All Purchases 1274 New Holdings 285 Increased Positions 989 Sells All Sells 1417 Reductions 1417 Sold out 0 Options Calls 4 Puts 1
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