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
IBKR
Interactive Brokers Group, Inc.

Financial Services
11.2K
+ 39.4%
$56.32 - $68.81 $633K - $774K
39.8K $2.74M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.58K
+ 17.73%
$116.14 - $168.56 $299K - $434K
17.1K $2.88M
DLR
Digital Realty Trust, Inc.

Real Estate
6.91K
+ 25.63%
$161.21 - $180.02 $1.11M - $1.24M
33.9K $5.85M
USRT
Ishares Core U.S. Reit ETF

ETFs
19.2K
+ 205.88%
$55.64 - $59.37 $1.07M - $1.14M
28.5K $1.67M
DUHP
Dimensional ETF Tr Dimensional

ETFs
20.4K
+ 12.14%
$35.76 - $37.93 $729K - $773K
188K $7.11M
PLD
Prologis, Inc.

Real Estate
4.03K
+ 5.6%
$104.08 - $115.35 $420K - $465K
76K $8.71M
EXC
Exelon Corp

Utilities
21.2K
+ 19.35%
$42.73 - $45.54 $907K - $967K
131K $5.9M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
15.9K
+ 47.09%
$41.53 - $66.18 $658K - $1.05M
49.5K $2.81M
JHMM
John Hancock Multifactor Mid C

ETFs
10.6K
+ 8.53%
$61.22 - $65.26 $651K - $694K
135K $8.75M
IDEV
Ishares Core Msci Intl Develop

ETFs
11K
+ 18.59%
$74.68 - $80.26 $822K - $884K
70.2K $5.63M
DFSV
Dimensional ETF Tr Dimensional

ETFs
12.1K
+ 3.97%
$29.2 - $32.74 $352K - $395K
316K $10.1M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
7.69K
+ 1.73%
$31.31 - $34.54 $241K - $266K
453K $15.2M
FITB
Fifth Third Bancorp

Financial Services
18K
+ 20.86%
$40.91 - $46.28 $738K - $835K
105K $4.66M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
13.1K
+ 27.29%
$62.54 - $68.42 $820K - $897K
61.2K $4.13M
QDPL
Pacer Fds Tr Metaurus Us Large
21.5K
+ 27.11%
$39.4 - $42.1 $847K - $905K
101K $4.22M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
7.12K
+ 29.06%
$110.74 - $122.12 $788K - $869K
31.6K $3.83M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
20.1K
+ 9.99%
$45.72 - $47.27 $920K - $952K
222K $10.4M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
11.5K
+ 114.34%
$80.54 - $89.67 $927K - $1.03M
21.6K $1.9M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
13.5K
+ 8.78%
$43.65 - $46.42 $589K - $627K
167K $7.77M
VOOV
Vanguard S&P 500 Value ETF

ETFs
3.03K
+ 7.63%
$187.97 - $199.47 $569K - $604K
42.7K $8.52M
SKYY
First Trust Cloud Computing Et

ETFs
1.16K
+ 1.71%
$118.24 - $138.53 $138K - $161K
69.3K $9.32M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
23.8K
+ 35.52%
$36.83 - $38.43 $878K - $916K
90.9K $3.49M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
20K
+ 11.35%
$50.05 - $50.36 $999K - $1.01M
196K $9.83M
EMN
Eastman Chemical CO

Basic Materials
20.6K
+ 86.9%
$58.79 - $81.56 $1.21M - $1.68M
44.2K $2.79M
WYNN
Wynn Resorts LTD

Consumer Cyclical
7.3K
+ 300.25%
$101.96 - $132.43 $744K - $966K
9.73K $1.25M
DEO
Diageo PLC

Consumer Defensive
12.3K
+ 42.25%
$93.64 - $115.33 $1.15M - $1.42M
41.4K $3.95M
VPU
Vanguard Utilities ETF

ETFs
3.99K
+ 20.1%
$175.25 - $189.41 $700K - $756K
23.9K $4.52M
ROP
Roper Technologies Inc

Industrials
2.87K
+ 45.52%
$495.03 - $573.0 $1.42M - $1.64M
9.16K $4.57M
EPP
Ishares Inc

ETFs
19K
+ 235.42%
$48.87 - $52.69 $927K - $999K
27K $1.39M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
7.53K
+ 66.67%
$67.16 - $93.48 $506K - $704K
18.8K $1.75M
IP
International Paper CO

Consumer Cyclical
21.9K
+ 29.94%
$45.32 - $55.68 $992K - $1.22M
95K $4.41M
POR
Portland General Electric CO

Utilities
21.3K
+ 160.08%
$39.73 - $44.0 $846K - $937K
34.6K $1.52M
VST
Vistra Corp.

Utilities
4.64K
+ 13.44%
$182.0 - $217.92 $844K - $1.01M
39.1K $7.66M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
37
+ 0.04%
$118.33 - $128.54 $4.38K - $4.76K
98K $12.6M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
21.4K
+ 12.12%
$47.36 - $47.65 $1.01M - $1.02M
198K $9.37M
COF
Capital One Financial Corp

Financial Services
4.6K
+ 13.32%
$207.29 - $229.74 $953K - $1.06M
39.1K $8.31M
CPNG
Coupang, Inc.

Consumer Cyclical
29.4K
+ 274.82%
$27.67 - $33.53 $813K - $986K
40.1K $1.29M
VGSH
Vanguard

ETFs
16.3K
+ 14.35%
$58.43 - $58.88 $952K - $959K
130K $7.64M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
20.2K
+ 21.23%
$38.1 - $40.7 $769K - $822K
115K $4.57M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
8.27K
+ 14.8%
$79.76 - $85.78 $660K - $710K
64.2K $5.43M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
12.5K
+ 11.17%
$53.62 - $55.95 $670K - $699K
124K $6.96M
LGOV
First Tr ETF Iv Long Duration

ETFs
42.1K
+ 44.6%
$20.98 - $22.03 $883K - $928K
137K $2.97M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
48.2K
+ 135.05%
$18.93 - $19.47 $913K - $939K
83.9K $1.62M
KORP
American Centy ETF Tr Diversif

ETFs
18.1K
+ 11.74%
$46.36 - $47.95 $837K - $866K
172K $8.18M
LUV
Southwest Airlines CO

Industrials
29.9K
+ 81.39%
$29.06 - $37.7 $869K - $1.13M
66.6K $2.13M
MSI
Motorola Solutions, Inc.

Technology
1.36K
+ 16.47%
$408.73 - $490.3 $554K - $665K
9.59K $4.39M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
36K
+ 21.65%
$24.65 - $24.98 $888K - $900K
203K $5.05M
FNDX
Schwab Fundamental U S Large C

ETFs
11.9K
+ 3.46%
$24.38 - $26.34 $290K - $313K
355K $9.35M
HDV
Ishares Core High Dividend ETF

ETFs
20
+ 0.01%
$118.16 - $123.66 $2.36K - $2.47K
173K $21.2M
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