Kestra Advisory Services, LLC Incresed Positions in Q3 2024

Kestra Advisory Services, LLC

  • $17.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DWM
Wisdomtree Tr

ETFs
2.74K
+ 10.59%
$52.24 - $58.1 $143K - $159K
28.6K $1.64M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
4.27K
+ 3.57%
$27.8 - $29.26 $119K - $125K
124K $3.61M
DOCU
Docusign, Inc.

Technology
1.61K
+ 9.41%
$49.73 - $62.53 $79.8K - $100K
18.7K $1.16M
KIE
Spdr S&P Insurance ETF

ETFs
2.5K
+ 17.1%
$49.44 - $56.87 $123K - $142K
17.1K $969K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
51.3K
+ 49.65%
$3.99 - $4.33 $205K - $222K
155K $661K
PEXL
Pacer Fds Tr Us Export Leaders

ETFs
3.49K
+ 7.49%
$45.81 - $51.52 $160K - $180K
50.1K $2.53M
SE
Sea LTD

Consumer Cyclical
1.7K
+ 48.7%
$59.94 - $94.83 $102K - $162K
5.2K $490K
XBJL
Innovator Etfs Tr Us Equity Ac
6.19K
+ 23.48%
$31.25 - $33.52 $193K - $208K
32.6K $1.09M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
7.09K
+ 4.53%
$15.17 - $16.11 $108K - $114K
164K $2.63M
SAVA
Cassava Sciences Inc

Healthcare
1.18K
+ 9.84%
$9.57 - $35.08 $11.3K - $41.5K
13.2K $388K
SON
Sonoco Products CO

Consumer Cyclical
997
+ 2.12%
$48.33 - $56.57 $48.2K - $56.4K
48.1K $2.63M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.39K
+ 15.44%
$82.41 - $92.06 $197K - $220K
17.9K $1.61M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
8.96K
+ 4.56%
$11.72 - $12.38 $105K - $111K
205K $2.54M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
926
+ 7.67%
$116.03 - $127.58 $107K - $118K
13K $1.66M
TDY
Teledyne Technologies Inc

Technology
34
+ 0.76%
$381.47 - $437.71 $13K - $14.9K
4.48K $1.96M
NDSN
Nordson Corp

Industrials
93
+ 1.35%
$225.0 - $262.63 $20.9K - $24.4K
6.96K $1.83M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
3.51K
+ 25.81%
$49.13 - $54.55 $172K - $192K
17.1K $923K
SOFI
So Fi Technologies, Inc.

Financial Services
13.4K
+ 13.11%
$6.32 - $8.19 $84.4K - $109K
115K $905K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
11.6K
+ 73.33%
$18.36 - $19.08 $212K - $221K
27.3K $521K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
5.63K
+ 10.12%
$33.87 - $34.82 $191K - $196K
61.3K $2.13M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
4.08K
+ 10.61%
$23.06 - $26.41 $94.1K - $108K
42.6K $1.11M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
3.84K
+ 9.07%
$26.37 - $29.92 $101K - $115K
46.1K $1.34M
RWX
Spdr Dow Jones International R

ETFs
2.63K
+ 6.4%
$23.88 - $28.19 $62.7K - $74K
43.6K $1.2M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.11K
+ 41.46%
$46.18 - $48.92 $190K - $201K
14K $680K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.7K
+ 2.37%
$48.4 - $50.91 $82.5K - $86.8K
73.5K $3.72M
ACA
Arcosa, Inc.

Industrials
1
+ 0.01%
$76.27 - $95.27 $76.3 - $95.3
19.1K $1.81M
IBTX
Independent Bank Group, Inc.

Financial Services
31
+ 0.17%
$44.7 - $61.0 $1.39K - $1.89K
17.8K $1.03M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
996
+ 1.53%
$33.88 - $36.77 $33.7K - $36.6K
66.1K $2.41M
WDAY
Workday, Inc.

Technology
5
+ 0.05%
$207.75 - $264.68 $1.04K - $1.32K
10.3K $2.52M
BAH
Booz Allen Hamilton Holding Corp

Industrials
816
+ 9.15%
$138.82 - $162.76 $113K - $133K
9.74K $1.58M
FLMI
Franklin Dynamic Municipal Bon

ETFs
7.73K
+ 30.14%
$24.32 - $25.01 $188K - $193K
33.4K $834K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
7.66K
+ 45.49%
$21.9 - $24.73 $168K - $189K
24.5K $581K
GLDM
World Gold Trust

ETFs
2.09K
+ 12.82%
$46.2 - $53.01 $96.7K - $111K
18.4K $960K
CNC
Centene Corp

Healthcare
2.03K
+ 33.72%
$64.89 - $80.23 $132K - $163K
8.05K $606K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.61K
+ 10.21%
$60.13 - $68.17 $96.7K - $110K
17.4K $1.18M
WD
Walker & Dunlop, Inc.

Financial Services
93
+ 0.75%
$93.87 - $113.96 $8.73K - $10.6K
12.5K $1.42M
AYI
Acuity Brands Inc

Industrials
311
+ 9.4%
$222.88 - $275.47 $69.3K - $85.7K
3.62K $996K
ARCC
Ares Capital Corp

Financial Services
7.93K
+ 2.64%
$19.8 - $21.28 $157K - $169K
308K $6.46M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
5.33K
+ 46.71%
$26.74 - $30.37 $142K - $162K
16.7K $508K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
7.72K
+ 10.02%
$20.92 - $21.41 $161K - $165K
84.7K $1.81M
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.51K
+ 20.77%
$25.23 - $27.94 $139K - $154K
32K $887K
CG
Carlyle Group Inc.

Financial Services
796
+ 1.49%
$37.24 - $49.74 $29.6K - $39.6K
54.1K $2.33M
PDI
Pimco Dynamic Income Fund

Financial Services
2.83K
+ 3.15%
$18.7 - $20.25 $52.8K - $57.2K
92.4K $1.87M
WAT
Waters Corp

Healthcare
45
+ 1.85%
$282.7 - $359.89 $12.7K - $16.2K
2.47K $890K
DEW
Wisdomtree Tr Global High Divi

ETFs
2.6K
+ 30.33%
$50.05 - $55.83 $130K - $145K
11.2K $612K
AVDV
American Centy ETF Tr Avantis

ETFs
861
+ 4.04%
$62.52 - $71.12 $53.8K - $61.2K
22.2K $1.57M
FREL
Fidelity Covington Tr Msci Rea

ETFs
595
+ 1.52%
$25.07 - $29.94 $14.9K - $17.8K
39.8K $1.17M
CW
Curtiss Wright Corp

Industrials
313
+ 23.77%
$265.18 - $332.22 $83K - $104K
1.63K $535K
RH
Rh

Consumer Cyclical
22
+ 1.17%
$237.89 - $348.93 $5.23K - $7.68K
1.91K $638K
Activity Summary
Buys All Purchases 952 New Holdings 158 Increased Positions 794 Sells All Sells 1525 Reductions 1525 Sold out 0 Options Calls 8 Puts 5
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