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
SOFI
So Fi Technologies, Inc.

Financial Services
16.4K
+ 10.91%
$9.5 - $18.21 $156K - $299K
167K $3.04M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
9.55K
+ 7.49%
$61.08 - $74.04 $583K - $707K
137K $10.2M
GD
General Dynamics Corp

Industrials
1.6K
+ 3.78%
$247.68 - $291.66 $397K - $467K
44K $12.8M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
20K
+ 146.19%
$25.35 - $64.65 $507K - $1.29M
33.7K $1.68M
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.32K
+ 7.21%
$57.41 - $74.81 $363K - $472K
93.9K $6.98M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
12.3K
+ 4.95%
$31.44 - $36.79 $387K - $453K
261K $9.59M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
23.8K
+ 10.23%
$36.25 - $42.28 $864K - $1.01M
257K $10.9M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.22K
+ 50.53%
$82.32 - $112.47 $677K - $925K
24.5K $2.76M
PJUL
Innovator U.S. Equity Power Bu

ETFs
11.1K
+ 5.35%
$37.66 - $43.85 $419K - $488K
219K $9.6M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
85.5K
+ 198.03%
$13.74 - $15.66 $1.17M - $1.34M
129K $1.92M
CGCP
Capital Group Core Plus Income

ETFs
54.5K
+ 23.79%
$21.92 - $22.56 $1.2M - $1.23M
284K $6.39M
KAPR
Innovator U.S. Small Cap Power

ETFs
33.5K
+ 34.62%
$28.5 - $32.39 $956K - $1.09M
130K $4.23M
PECO
Phillips Edison & Company, Inc.

Real Estate
37.4K
+ 69.23%
$33.53 - $37.33 $1.25M - $1.4M
91.4K $3.2M
TDIV
First Trust Nasdaq Technology

ETFs
1.87K
+ 2.94%
$64.41 - $90.17 $120K - $168K
65.4K $5.9M
MO
Altria Group, Inc.

Consumer Defensive
31.5K
+ 6.95%
$55.56 - $60.91 $1.75M - $1.92M
485K $28.4M
JMEE
J P Morgan Exchange Traded Fd

ETFs
16.1K
+ 19.95%
$49.07 - $59.23 $790K - $954K
96.8K $5.73M
AVEM
American Centy ETF Tr Avantis

ETFs
15K
+ 67.45%
$53.08 - $68.54 $794K - $1.03M
37.2K $2.55M
APH
Amphenol Corp

Technology
2.79K
+ 9.93%
$59.09 - $98.75 $165K - $276K
30.9K $3.05M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
107K
+ 72.54%
$11.35 - $12.45 $1.21M - $1.33M
253K $3.02M
DBA
Invesco Db Agriculture Fund

ETFs
48.6K
+ 11.17%
$25.27 - $27.68 $1.23M - $1.35M
484K $12.7M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
788
+ 0.98%
$108.06 - $135.3 $85.2K - $107K
81.3K $11M
MCK
Mckesson Corp

Healthcare
978
+ 12.6%
$652.83 - $732.78 $638K - $717K
8.74K $6.4M
XLF
Financial Sector Spdr

ETFs
2.71K
+ 0.67%
$43.92 - $52.37 $119K - $142K
407K $21.3M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
10.5K
+ 7.81%
$68.45 - $79.52 $716K - $832K
144K $11.5M
XOM
Exxon Mobil Corp

Energy
69.7K
+ 12.23%
$99.93 - $119.04 $6.96M - $8.29M
639K $68.9M
PWV
Invesco Exchange Traded Fd Tr

ETFs
12.8K
+ 9.09%
$52.26 - $62.14 $669K - $795K
153K $9.54M
FIX
Comfort Systems Usa Inc

Industrials
581
+ 14.91%
$296.51 - $536.21 $172K - $312K
4.48K $2.4M
WPM
Wheaton Precious Metals Corp.

Basic Materials
5.8K
+ 11.43%
$70.56 - $92.75 $409K - $538K
56.6K $5.08M
POCT
Innovator U.S. Equity Power Bu

ETFs
15.1K
+ 7.26%
$36.35 - $41.3 $548K - $622K
223K $9.2M
VPU
Vanguard Utilities ETF

ETFs
5.95K
+ 42.74%
$158.36 - $178.82 $942K - $1.06M
19.9K $3.51M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
8.6K
+ 2.89%
$35.8 - $41.07 $308K - $353K
307K $12.6M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
232
+ 0.61%
$160.22 - $209.35 $37.2K - $48.6K
38.5K $8.06M
FPX
First Trust Us Equity Opportun

ETFs
3.37K
+ 18.01%
$99.2 - $144.91 $335K - $489K
22.1K $3.2M
ENB
Enbridge Inc

Energy
22.7K
+ 29.19%
$41.09 - $47.16 $934K - $1.07M
101K $4.56M
NVR
Nvr Inc

Consumer Cyclical
146
+ 76.44%
$6700.0 - $7410.93 $978K - $1.08M
337 $2.49M
VT
Vanguard Total World Stk Index

ETFs
4.38K
+ 10.28%
$103.16 - $128.52 $451K - $562K
46.9K $6.03M
BJUL
Innovator U.S. Equity Buffer E

ETFs
20.5K
+ 62.31%
$39.61 - $47.13 $812K - $966K
53.4K $2.52M
MPC
Marathon Petroleum Corp

Energy
2.74K
+ 8.76%
$118.55 - $170.08 $325K - $467K
34.1K $5.66M
KORP
American Centy ETF Tr Diversif

ETFs
22.2K
+ 16.9%
$45.37 - $47.07 $1.01M - $1.05M
154K $7.24M
FDMO
Fidelity Covington Tr Momentum

ETFs
4.88K
+ 7.36%
$58.0 - $75.86 $283K - $370K
71.2K $5.4M
URI
United Rentals, Inc.

Industrials
180
+ 2.47%
$551.94 - $753.4 $99.3K - $136K
7.48K $5.63M
CARR
Carrier Global Corp

Industrials
422
+ 0.4%
$55.55 - $75.83 $23.4K - $32K
105K $7.7M
HII
Huntington Ingalls Industries, Inc.

Industrials
3.75K
+ 92.9%
$183.31 - $241.46 $686K - $904K
7.78K $1.88M
FDRR
Fidelity Covington Tr Divid Et

ETFs
16.4K
+ 42.68%
$43.98 - $54.23 $720K - $887K
54.7K $2.97M
IYY
Ishares Tr

ETFs
4.76K
+ 21.07%
$120.9 - $150.87 $576K - $719K
27.4K $4.13M
CASY
Caseys General Stores Inc

Consumer Cyclical
910
+ 11.85%
$415.82 - $510.91 $378K - $465K
8.59K $4.38M
APLD
Applied Blockchain, Inc.

Financial Services
8K
+ 3.68%
$3.53 - $13.86 $28.2K - $111K
225K $2.27M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
60.4K
+ 19.51%
$14.97 - $16.79 $905K - $1.01M
370K $6.19M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
25.3K
+ 36.22%
$32.99 - $38.56 $834K - $975K
95.1K $3.61M
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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