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
NBR
Nabors Industries LTD

Energy
7.21K
+ 84.7%
$37.04 - $68.1 $267K - $491K
15.7K $655K
DRSK
ETF Ser Solutions Aptus Define

ETFs
6.29K
+ 20.76%
$27.06 - $28.25 $170K - $178K
36.6K $998K
BKCI
Bny Mellon ETF Tr Concentrated
3.13K
+ 4.57%
$47.19 - $50.41 $148K - $158K
71.6K $3.42M
GPC
Genuine Parts CO

Consumer Cyclical
499
+ 1.12%
$115.91 - $129.02 $57.8K - $64.4K
44.9K $5.35M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
7.5K
+ 6.22%
$34.08 - $35.99 $256K - $270K
128K $4.39M
CPA
Copa Holdings, S.A.

Industrials
704
+ 3.37%
$85.71 - $98.05 $60.3K - $69K
21.6K $1.99M
ARGX
Argenx Se

Healthcare
284
+ 78.02%
$571.0 - $671.75 $162K - $191K
648 $383K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3.25K
+ 1.42%
$20.1 - $20.8 $65.4K - $67.7K
232K $4.82M
HRB
H&R Block Inc

Consumer Cyclical
1.91K
+ 7.45%
$49.96 - $55.97 $95.4K - $107K
27.6K $1.51M
TYL
Tyler Technologies Inc

Technology
199
+ 2.25%
$553.41 - $646.74 $110K - $129K
9.03K $5.25M
AER
Aer Cap Holdings N.V.

Industrials
816
+ 7.87%
$94.11 - $105.78 $76.8K - $86.3K
11.2K $1.14M
TTWO
Take Two Interactive Software Inc

Communication Services
61
+ 1.03%
$178.61 - $217.95 $10.9K - $13.3K
5.99K $1.24M
BHP
Bhp Group LTD

Basic Materials
3.43K
+ 5.82%
$48.18 - $52.11 $165K - $178K
62.3K $3.03M
AGNC
Agnc Investment Corp.

Real Estate
8.17K
+ 4.3%
$9.12 - $10.54 $74.5K - $86.1K
198K $1.9M
OZ
Belpointe Prep, LLC

Real Estate
3.5K
+ 56.63%
$60.5 - $78.04 $212K - $273K
9.69K $624K
IDXX
Idexx Laboratories Inc

Healthcare
304
+ 10.46%
$406.29 - $469.04 $124K - $143K
3.21K $1.35M
PR
Permian Resources Corporation

Energy
19.9K
+ 8.04%
$12.33 - $16.0 $245K - $319K
268K $3.71M
HPI
John Hancock Preferred Income Fund

Financial Services
8.88K
+ 8.96%
$16.4 - $17.73 $146K - $157K
108K $1.79M
DFIS
Dimensional ETF Tr Dimensional

ETFs
2.89K
+ 5.5%
$23.92 - $26.89 $69.2K - $77.8K
55.5K $1.43M
FNDA
Schwab Fundamental U S Small C

ETFs
5.8K
+ 78.75%
$26.87 - $30.99 $156K - $180K
13.2K $360K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2.01K
+ 1.04%
$21.23 - $22.14 $42.6K - $44.4K
195K $4.29M
BSCV
Invesco ETF Self Indexed Fd Tr
7.12K
+ 7.99%
$15.87 - $16.38 $113K - $117K
96.3K $1.57M
IGM
Ishares Expanded Tech Sector E

ETFs
5.17K
+ 17.83%
$90.67 - $108.46 $469K - $561K
34.2K $3.1M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
3.19K
+ 56.02%
$46.78 - $57.72 $149K - $184K
8.89K $432K
ESS
Essex Property Trust, Inc.

Real Estate
490
+ 16.59%
N/A
3.44K $939K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
10.4K
+ 6.83%
$10.81 - $11.29 $113K - $118K
163K $1.78M
STE
Steris PLC

Healthcare
450
+ 35.8%
$202.46 - $232.74 $91.1K - $105K
1.71K $386K
AVEM
American Centy ETF Tr Avantis

ETFs
1.66K
+ 8.07%
$57.11 - $62.4 $94.6K - $103K
22.2K $1.34M
NMG
Nouveau Monde Graphite Inc.

Basic Materials
85.3K
+ 396.51%
$1.42 - $2.34 $121K - $199K
107K $161K
OPRA
Opera LTD

Communication Services
12K
+ 56.79%
$15.94 - $21.86 $191K - $262K
33.1K $527K
KIM
Kimco Realty Corp

Real Estate
17.6K
+ 15.57%
$20.15 - $23.42 $355K - $412K
131K $2.78M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
6.67K
+ 21.57%
$22.05 - $23.0 $147K - $153K
37.6K $830K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.91K
+ 5.21%
$22.77 - $22.94 $112K - $113K
99.1K $2.27M
RYLD
Global X Fds Russell 2000 Cove

ETFs
29.8K
+ 11.35%
$14.93 - $16.85 $445K - $503K
293K $4.42M
ROK
Rockwell Automation, Inc

Industrials
2.33K
+ 13.34%
$255.29 - $303.75 $595K - $708K
19.8K $5.12M
HBI
Hanesbrands Inc.

Consumer Cyclical
25.9K
+ 227.55%
$5.76 - $8.6 $149K - $223K
37.2K $214K
WTMF
Wisdomtree Tr Managed Futures

ETFs
3.97K
+ 22.11%
$33.94 - $35.62 $135K - $141K
21.9K $748K
MEAR
Blackrock Short Maturity Munic

ETFs
2.29K
+ 10.13%
$49.97 - $50.36 $114K - $115K
24.9K $1.25M
TFLO
Ishares Treasury Floating Rate

ETFs
2.2K
+ 4.88%
$50.48 - $50.68 $111K - $111K
47.3K $2.4M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
1.62K
+ 70.4%
$91.44 - $106.54 $148K - $172K
3.91K $357K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.02K
+ 7.32%
$39.18 - $43.52 $79.1K - $87.9K
29.6K $1.24M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
2.55K
+ 1.46%
$3.88 - $4.37 $9.89K - $11.1K
177K $775K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
102
+ 0.09%
$50.82 - $52.7 $5.18K - $5.38K
109K $5.74M
BSMU
Invesco Exchange Self Ind Tr

ETFs
5.89K
+ 7.07%
$21.49 - $22.03 $127K - $130K
89.2K $1.93M
NU
Nu Holdings Ltd.

Financial Services
11.5K
+ 26.45%
$10.12 - $13.95 $116K - $160K
54.7K $560K
AWI
Armstrong World Industries Inc

Industrials
800
+ 52.74%
$136.0 - $154.19 $109K - $123K
2.32K $326K
PBA
Pembina Pipeline Corp

Energy
6
+ 0.02%
$35.13 - $40.12 $211 - $241
35.5K $1.42M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
3.41K
+ 22.93%
$38.36 - $41.43 $131K - $141K
18.3K $706K
FITB
Fifth Third Bancorp

Financial Services
8.7K
+ 11.55%
$37.48 - $44.96 $326K - $391K
84K $3.29M
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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