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
HYZD
Wisdomtree Tr Interest Rate He

ETFs
69.5K
+ 486.16%
$22.25 - $22.65 $1.55M - $1.58M
83.8K $1.88M
FAST
Fastenal CO

Industrials
23.4K
+ 40.01%
$42.47 - $50.39 $995K - $1.18M
82K $4.02M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
69.3K
+ 93.73%
$24.0 - $27.1 $1.66M - $1.88M
143K $3.55M
CNC
Centene Corp

Healthcare
46.3K
+ 765.09%
$25.21 - $56.65 $1.17M - $2.62M
52.3K $1.87M
TDVG
T Rowe Price Exchange Traded F

Technology
34.8K
+ 685.74%
$42.05 - $43.96 $1.46M - $1.53M
39.9K $1.75M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
270K
+ 149.85%
$4.36 - $5.16 $1.18M - $1.39M
451K $2.32M
MA
Mastercard Inc

Financial Services
1.96K
+ 3.23%
$550.18 - $598.96 $1.08M - $1.17M
62.4K $35.5M
CSL
Carlisle Companies Inc

Industrials
4.77K
+ 462.72%
$327.52 - $435.11 $1.56M - $2.07M
5.8K $1.91M
FNX
First Tr Mid Cap Core Alphadex

ETFs
5.8K
+ 8.0%
$115.08 - $126.88 $668K - $736K
78.3K $9.83M
TROW
Price T Rowe Group Inc

Financial Services
12.4K
+ 39.32%
$98.67 - $111.52 $1.22M - $1.38M
43.9K $4.51M
SU
Suncor Energy Inc

Energy
33.2K
+ 306.78%
$37.83 - $43.02 $1.25M - $1.43M
44K $1.84M
ADBE
Adobe Inc.

Technology
6.94K
+ 23.18%
$333.65 - $392.1 $2.32M - $2.72M
36.9K $13M
APD
Air Products & Chemicals, Inc.

Basic Materials
5.59K
+ 49.21%
$265.78 - $299.3 $1.48M - $1.67M
16.9K $4.62M
IRM
Iron Mountain Inc

Real Estate
14.1K
+ 15.85%
$89.46 - $104.46 $1.26M - $1.47M
103K $10.5M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
24.8K
+ 15.99%
$42.35 - $44.2 $1.05M - $1.1M
180K $7.95M
BK
Bank Of New York Mellon Corp

Financial Services
8.79K
+ 39.35%
$90.65 - $109.75 $797K - $965K
31.1K $3.39M
HMOP
Hartford Fds Exchange Traded T

ETFs
32.7K
+ 28.05%
$37.94 - $39.14 $1.24M - $1.28M
149K $5.81M
USFD
Us Foods Holding Corp.

Consumer Defensive
17.7K
+ 58.54%
$76.35 - $84.68 $1.35M - $1.5M
47.9K $3.67M
BDX
Becton Dickinson & CO

Healthcare
6.46K
+ 86.32%
$172.41 - $199.66 $1.11M - $1.29M
13.9K $2.61M
XYLD
Global X Fds S&P 500 Covered C

ETFs
32.9K
+ 51.99%
$38.52 - $39.39 $1.27M - $1.3M
96.3K $3.78M
CME
Cme Group Inc.

Financial Services
4.97K
+ 85.29%
$258.83 - $287.1 $1.29M - $1.43M
10.8K $2.92M
URA
Global X Uranium ETF

ETFs
22.3K
+ 81.35%
$36.45 - $50.4 $813K - $1.12M
49.7K $2.37M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
14K
+ 33.78%
$68.27 - $75.58 $955K - $1.06M
55.4K $4.12M
XLP
Consumer Staples Sector Spdr

ETFs
17.1K
+ 11.23%
N/A
170K $12.9M
UNP
Union Pacific Corp

Industrials
3.09K
+ 3.42%
$214.91 - $237.16 $664K - $733K
93.5K $22.1M
F
Ford Motor CO

Consumer Cyclical
36.6K
+ 4.78%
$10.82 - $12.09 $396K - $442K
801K $9.59M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
4.93K
+ 68.5%
$201.83 - $230.93 $995K - $1.14M
12.1K $2.69M
IGM
Ishares Expanded Tech Sector E

ETFs
4.97K
+ 10.53%
$110.96 - $127.67 $552K - $635K
52.2K $6.58M
LEU
Centrus Energy Corp

Energy
1.34K
+ 20.07%
$166.58 - $315.62 $223K - $423K
8.02K $2.49M
KIM
Kimco Realty Corp

Real Estate
52.2K
+ 37.74%
$20.74 - $22.79 $1.08M - $1.19M
191K $4.16M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
28.5K
+ 12.88%
$28.49 - $30.88 $811K - $879K
249K $7.63M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
15.6K
+ 115.03%
$72.04 - $77.35 $1.12M - $1.21M
29.2K $2.24M
SNOW
Snowflake Inc.

Technology
5.28K
+ 17.11%
$191.73 - $241.0 $1.01M - $1.27M
36.1K $8.15M
TRN
Trinity Industries Inc

Industrials
43.7K
+ 324.22%
$23.3 - $29.03 $1.02M - $1.27M
57.2K $1.6M
FSLR
First Solar, Inc.

Technology
4.6K
+ 113.28%
$160.84 - $223.53 $740K - $1.03M
8.66K $1.91M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
27.4K
+ 434.05%
$41.5 - $43.83 $1.14M - $1.2M
33.7K $1.48M
VALE
Vale S.A.

Basic Materials
106K
+ 221.92%
$9.53 - $10.95 $1.01M - $1.16M
154K $1.67M
COIN
Coinbase Global, Inc.

Technology
4.11K
+ 28.38%
$297.99 - $419.78 $1.23M - $1.73M
18.6K $6.28M
GAB
Gabelli Equity Trust Inc

Financial Services
194K
+ 297.26%
$5.81 - $6.32 $1.13M - $1.23M
260K $1.58M
HST
Host Hotels & Resorts, Inc.

Real Estate
68.3K
+ 309.72%
$15.27 - $17.68 $1.04M - $1.21M
90.4K $1.54M
LVHI
Franklin International Low Vol

ETFs
30.1K
+ 43.66%
$32.69 - $35.19 $984K - $1.06M
99.1K $3.44M
SHEL
Shell PLC

Energy
15.6K
+ 20.5%
$69.82 - $73.93 $1.09M - $1.15M
91.5K $6.54M
MRVL
Marvell Technology, Inc.

Technology
6.02K
+ 5.84%
$62.31 - $84.07 $375K - $506K
109K $9.17M
EBAY
Ebay Inc

Consumer Cyclical
11.3K
+ 117.23%
$75.33 - $100.77 $851K - $1.14M
20.9K $1.9M
DWM
Wisdomtree Tr

ETFs
13K
+ 11.02%
$62.79 - $66.96 $815K - $869K
131K $8.66M
PWR
Quanta Services, Inc.

Industrials
1.41K
+ 8.87%
$372.29 - $421.68 $526K - $596K
17.3K $7.19M
IEMG
Ishares Inc

ETFs
21.6K
+ 6.0%
N/A
382K $20.5M
JNK
Spdr Bloomberg High Yield Bond

ETFs
11.2K
+ 12.81%
$96.22 - $98.19 $1.07M - $1.1M
98.4K $9.64M
CRM
Salesforce, Inc.

Technology
21.1K
+ 19.59%
$231.66 - $273.65 $4.89M - $5.77M
129K $30.5M
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
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