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
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
8.2K
+ 72.64%
N/A
19.5K $613K
VEEV
Veeva Systems Inc

Healthcare
664
+ 13.65%
$210.58 - $246.8 $140K - $164K
5.53K $1.28M
OC
Owens Corning

Industrials
2.35K
+ 81.8%
$137.83 - $191.19 $324K - $449K
5.22K $745K
ROL
Rollins Inc

Consumer Cyclical
2.13K
+ 11.68%
$45.65 - $54.03 $97.1K - $115K
20.3K $1.1M
FUTU
Futu Holdings LTD

Financial Services
1.34K
+ 25.47%
$75.13 - $123.56 $100K - $165K
6.58K $673K
FDHY
Fidelity Covington Trust High

ETFs
5.39K
+ 13.02%
$47.92 - $49.1 $258K - $264K
46.7K $2.24M
QDPL
Pacer Fds Tr Metaurus Us Large
10.2K
+ 15.36%
$36.5 - $40.04 $372K - $408K
76.6K $2.8M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.96K
+ 13.1%
N/A
34.2K $2.14M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.55K
+ 9.65%
$46.74 - $47.55 $213K - $216K
51.7K $2.46M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
11.8K
+ 8.38%
$18.18 - $18.58 $214K - $218K
152K $2.82M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.67K
+ 23.55%
$50.72 - $50.92 $237K - $238K
24.5K $1.25M
GL
Globe Life Inc.

Financial Services
1.04K
+ 20.44%
$111.2 - $131.72 $116K - $137K
6.13K $807K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
8.77K
+ 5.23%
$36.38 - $38.05 $319K - $334K
176K $6.49M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.35K
+ 17.37%
$94.87 - $96.11 $223K - $225K
15.9K $1.52M
GSL
Global Ship Lease, Inc.

Industrials
6.79K
+ 8.53%
$21.1 - $23.88 $143K - $162K
86.4K $1.97M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
9.15K
+ 124.32%
N/A
16.5K $420K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.87K
+ 21.39%
$91.76 - $103.26 $263K - $296K
16.3K $1.51M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.49K
+ 122.4%
$166.63 - $185.86 $249K - $277K
2.71K $451K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.6K
+ 30.09%
$30.38 - $34.94 $170K - $196K
24.2K $828K
NUE
Nucor Corp

Basic Materials
1.32K
+ 6.98%
$114.48 - $142.52 $151K - $187K
20.1K $2.42M
FREL
Fidelity Covington Tr Msci Rea

ETFs
7.65K
+ 20.05%
$25.98 - $28.59 $199K - $219K
45.8K $1.26M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
20.5K
+ 22.3%
$10.65 - $11.24 $218K - $230K
112K $1.2M
OTIS
Otis Worldwide Corp

Industrials
335
+ 1.85%
$90.77 - $104.01 $30.4K - $34.8K
18.4K $1.9M
SPG
Simon Property Group Inc

Real Estate
2.13K
+ 10.22%
$159.48 - $187.78 $340K - $400K
23K $3.82M
BSJR
Invesco Indx Tr

ETFs
10.1K
+ 23.45%
$22.4 - $22.69 $226K - $229K
53.2K $1.19M
PBI
Pitney Bowes Inc

Industrials
7.96K
+ 9.51%
$7.03 - $10.86 $56K - $86.4K
91.7K $829K
CHWY
Chewy, Inc.

Consumer Cyclical
8.05K
+ 19.65%
$31.83 - $39.8 $256K - $320K
49K $1.59M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.67K
+ 30.96%
$161.03 - $235.53 $269K - $393K
7.06K $1.17M
IOT
Samsara Inc.

Technology
6.34K
+ 131.11%
$34.06 - $60.96 $216K - $386K
11.2K $428K
UGA
United States Gasoline Fund, LP

ETFs
3.18K
+ 33.59%
$58.56 - $68.15 $186K - $217K
12.6K $812K
HEI
Heico Corp

Industrials
418
+ 13.43%
$219.6 - $270.85 $91.8K - $113K
3.53K $943K
MP
Mp Materials Corp.

Basic Materials
362
+ 1.64%
$16.39 - $26.93 $5.93K - $9.75K
22.4K $546K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
9.83K
+ 29.83%
$19.51 - $20.4 $192K - $200K
42.8K $854K
PRN
Invesco Dwa Industrials Moment

ETFs
1.88K
+ 50.29%
$134.74 - $169.56 $253K - $319K
5.62K $773K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.02K
+ 8.67%
$51.26 - $52.53 $206K - $211K
50.4K $2.6M
NRG
Nrg Energy, Inc.

Utilities
563
+ 2.06%
$84.82 - $113.33 $47.8K - $63.8K
27.9K $2.67M
RDN
Radian Group Inc

Financial Services
5.44K
+ 45.28%
$30.6 - $34.58 $166K - $188K
17.5K $577K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.49K
+ 2.15%
$49.25 - $50.66 $369K - $379K
355K $17.6M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.8K
+ 19.53%
$100.56 - $108.28 $181K - $195K
11K $1.13M
DPZ
Dominos Pizza Inc

Consumer Cyclical
15
+ 0.32%
$402.33 - $489.71 $6.03K - $7.35K
4.64K $2.13M
AR
Antero Resources Corp

Energy
1.52K
+ 6.26%
$33.64 - $41.42 $51K - $62.8K
25.7K $1.04M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
5.2K
+ 0.91%
$25.05 - $25.16 $130K - $131K
575K $14.5M
WES
Western Midstream Partners, LP

Energy
1.76K
+ 3.83%
$37.87 - $42.89 $66.5K - $75.3K
47.7K $1.95M
KRE
Spdr S&P Regional Banking ETF

ETFs
3.91K
+ 33.06%
$55.11 - $65.5 $216K - $256K
15.7K $894K
IYJ
Ishares Tr

ETFs
1.6K
+ 19.02%
$127.48 - $142.0 $204K - $227K
9.99K $1.3M
MPW
Medical Properties Trust Inc

Real Estate
4.4K
+ 5.96%
$3.83 - $6.21 $16.9K - $27.3K
78.2K $471K
WOLF
Wolfspeed, Inc.

Technology
77.9K
+ 446.9%
$2.59 - $7.48 $202K - $583K
95.3K $291K
WU
Western Union CO

Financial Services
16.4K
+ 14.65%
$10.24 - $11.62 $168K - $191K
128K $1.36M
RC
Ready Capital Corp

Real Estate
40.9K
+ 191.67%
$4.9 - $7.05 $200K - $288K
62.3K $316K
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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