Kestra Advisory Services, LLC Incresed Positions in Q2 2025

Kestra Advisory Services, LLC

  • $19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITGR
Integer Holdings Corp

Healthcare
7.79K
+ 57.89%
$106.73 - $126.93 $832K - $989K
21.3K $2.61M
MAIN
Main Street Capital Corp

Financial Services
15K
+ 31.45%
$49.15 - $59.32 $735K - $887K
62.5K $3.69M
APP
App Lovin Corp

Technology
1.44K
+ 24.78%
$219.37 - $417.89 $317K - $603K
7.27K $2.54M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
10.5K
+ 20.96%
$90.85 - $102.31 $952K - $1.07M
60.5K $6.09M
TRMB
Trimble Inc.

Technology
6.81K
+ 15.23%
$55.12 - $75.98 $375K - $517K
51.5K $3.91M
UPST
Upstart Holdings, Inc.

Financial Services
12.7K
+ 154.41%
$34.8 - $64.85 $442K - $825K
20.9K $1.35M
CCL
Carnival Corp

Consumer Cyclical
10.8K
+ 14.04%
$16.43 - $28.12 $178K - $305K
88.1K $2.48M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
6.54K
+ 7.53%
$107.61 - $119.09 $704K - $779K
93.4K $11.1M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
6.21K
+ 85.58%
$66.89 - $111.18 $415K - $690K
13.5K $1.5M
FTSL
First Trust Senior Ln Fund

ETFs
20.5K
+ 27.17%
$44.58 - $46.07 $914K - $944K
95.9K $4.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
10.3K
+ 12.09%
$79.56 - $82.92 $821K - $855K
95.6K $7.93M
MPWR
Monolithic Power Systems Inc

Technology
964
+ 60.14%
$455.19 - $737.73 $439K - $711K
2.57K $1.88M
BROS
Dutch Bros Inc.

Consumer Cyclical
13K
+ 170.37%
$51.37 - $73.72 $665K - $955K
20.6K $1.41M
FV
First Trust Dorsey Wright Focu

ETFs
10.6K
+ 15.33%
$48.43 - $59.26 $515K - $631K
80.1K $4.75M
DLR
Digital Realty Trust, Inc.

Real Estate
649
+ 2.47%
$136.11 - $177.69 $88.3K - $115K
26.9K $4.7M
KMI
Kinder Morgan, Inc.

Energy
21.5K
+ 6.36%
$25.21 - $29.4 $543K - $633K
360K $10.6M
NGG
National Grid PLC

Utilities
9.63K
+ 40.59%
$62.74 - $74.79 $604K - $720K
33.3K $2.48M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
39.4K
+ 92.15%
$22.68 - $23.28 $893K - $917K
82.1K $1.91M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.44K
+ 6.68%
$52.31 - $63.72 $389K - $474K
119K $7.57M
JMBS
Janus Detroit Str Tr Henderson

ETFs
20.4K
+ 51.74%
$43.89 - $45.45 $896K - $928K
59.9K $2.7M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
12.4K
+ 8.66%
$37.41 - $42.4 $462K - $524K
155K $6.57M
DFSV
Dimensional ETF Tr Dimensional

ETFs
18.3K
+ 6.42%
$24.21 - $29.47 $443K - $540K
304K $8.94M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
4.88K
+ 2.26%
$36.71 - $42.81 $179K - $209K
221K $9.45M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
91.8K
+ 57.23%
$7.19 - $8.75 $660K - $803K
252K $2.21M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
2.55K
+ 4.11%
$91.51 - $113.03 $233K - $288K
64.5K $7.29M
SCHX
Schwab Strategic Tr Us Large C

ETFs
19.9K
+ 11.6%
$19.6 - $24.44 $391K - $487K
192K $4.69M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
1.41K
+ 2.33%
$74.67 - $97.29 $105K - $137K
62K $6.03M
ADP
Automatic Data Processing Inc

Industrials
2.57K
+ 7.92%
$276.76 - $326.81 $710K - $839K
35K $10.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
14.3K
+ 9.31%
$29.36 - $35.56 $420K - $509K
168K $5.97M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
15.7K
+ 12.44%
$23.4 - $29.68 $368K - $467K
142K $4.22M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
9.44K
+ 11.19%
$40.73 - $50.06 $385K - $473K
93.8K $4.7M
VTHR
Vanguard Russell 3000 ETF

ETFs
2.44K
+ 30.89%
$218.71 - $272.75 $533K - $665K
10.3K $2.82M
IRBO
Ishares Robotics & Artificial

ETFs
26.8K
+ 73.48%
N/A
63.3K $2.03M
LEU
Centrus Energy Corp

Energy
811
+ 13.83%
$54.43 - $208.81 $44.1K - $169K
6.68K $1.22M
IBDV
Ishares Tr

Technology
37.3K
+ 30.88%
$21.28 - $21.98 $794K - $820K
158K $3.48M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
33.4K
+ 25.07%
$24.32 - $24.81 $811K - $828K
166K $4.13M
JXN
Jackson Financial Inc.

Financial Services
8.62K
+ 52.41%
$70.35 - $89.5 $607K - $772K
25.1K $2.23M
GBIL
Goldman Sachs Access Treasury

ETFs
8.4K
+ 22.33%
$99.83 - $100.19 $838K - $841K
46K $4.61M
DSI
Ishares Msci Kld 400 Social Et

ETFs
4.83K
+ 23.82%
$91.62 - $116.16 $443K - $561K
25.1K $2.92M
HEI
Heico Corp

Industrials
1.89K
+ 53.64%
$236.44 - $328.0 $448K - $621K
5.43K $1.78M
VOD
Vodafone Group Public LTD CO

Communication Services
21.7K
+ 4.67%
$8.19 - $10.66 $178K - $231K
487K $5.19M
JCI
Johnson Controls International PLC

Industrials
1.74K
+ 6.89%
$71.14 - $105.62 $124K - $184K
27K $2.85M
AMP
Ameriprise Financial Inc

Financial Services
673
+ 7.26%
$422.19 - $533.73 $284K - $359K
9.94K $5.3M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
33.4K
+ 62.35%
$22.4 - $23.8 $749K - $796K
87.1K $2.07M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.14K
+ 12.33%
$65.84 - $80.81 $404K - $496K
55.9K $4.48M
TFC
Truist Financial Corp

Financial Services
9.97K
+ 4.82%
$34.79 - $42.99 $347K - $428K
217K $9.31M
IAPR
Innovator Etfs Tr Internationa

ETFs
25.2K
+ 62.09%
$25.9 - $29.24 $654K - $738K
65.9K $1.93M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
15.8K
+ 64.61%
$50.52 - $50.92 $800K - $806K
40.3K $2.05M
AVDV
American Centy ETF Tr Avantis

ETFs
7.42K
+ 32.74%
$61.76 - $79.32 $458K - $588K
30.1K $2.38M
Activity Summary
Buys All Purchases 1902 New Holdings 274 Increased Positions 1628 Sells All Sells 846 Reductions 846 Sold out 0 Options Calls 4 Puts 4
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