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
CRM
Salesforce, Inc.

Technology
1.22K
+ 1.14%
$236.26 - $291.15 $288K - $355K
108K $29.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
22.4K
+ 20.12%
$32.62 - $33.58 $732K - $753K
134K $4.5M
LNG
Cheniere Energy, Inc.

Energy
2.41K
+ 14.54%
$197.25 - $244.33 $475K - $588K
19K $4.62M
FLRG
Fidelity Covington Tr U S Mult

ETFs
20.9K
+ 267.78%
$29.74 - $35.95 $621K - $750K
28.7K $1.03M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
33.4K
+ 14.39%
$20.23 - $21.04 $676K - $703K
265K $5.59M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
8.54K
+ 64.87%
$37.36 - $43.85 $319K - $374K
21.7K $951K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
10.9K
+ 4.64%
$47.97 - $54.0 $523K - $588K
246K $13.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.95K
+ 0.25%
$47.46 - $55.3 $188K - $219K
1.59M $87.7M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
15.4K
+ 18.65%
$37.32 - $42.19 $573K - $648K
97.7K $4.12M
CIEN
Ciena Corp

Technology
5.33K
+ 34.83%
$53.5 - $83.89 $285K - $447K
20.6K $1.68M
TTD
Trade Desk, Inc.

Technology
3.84K
+ 14.15%
$45.27 - $79.4 $174K - $305K
31K $2.23M
ASTS
Ast Space Mobile, Inc.

Communication Services
6.02K
+ 31.65%
$20.07 - $51.83 $121K - $312K
25K $1.17M
LVHI
Franklin International Low Vol

ETFs
22.3K
+ 47.67%
$28.91 - $33.28 $644K - $741K
69K $2.24M
IYG
Ishares Tr

ETFs
7.36K
+ 53.73%
$68.9 - $85.6 $507K - $630K
21K $1.8M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
7.81K
+ 23.23%
$54.28 - $67.95 $424K - $530K
41.4K $2.81M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
8.52K
+ 21.15%
$35.38 - $48.3 $301K - $412K
48.8K $2.36M
URA
Global X Uranium ETF

ETFs
12.3K
+ 81.43%
$20.26 - $38.81 $249K - $478K
27.4K $1.06M
XCEM
Columbia ETF Tr Ii

ETFs
15.6K
+ 39.95%
$26.68 - $34.18 $417K - $534K
54.7K $1.87M
TFLO
Ishares Treasury Floating Rate

ETFs
14.1K
+ 29.89%
$50.47 - $50.66 $714K - $716K
61.4K $3.11M
FNV
Franco Nevada Corp

Basic Materials
3.25K
+ 11.33%
$143.04 - $178.17 $465K - $579K
31.9K $5.23M
CL
Colgate Palmolive CO

Consumer Defensive
8.91K
+ 25.77%
$87.57 - $96.0 $780K - $855K
43.5K $3.95M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
7.18K
+ 18.06%
$99.1 - $99.49 $712K - $714K
46.9K $4.67M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.2K
+ 7.88%
$151.62 - $183.47 $334K - $404K
30.2K $5.53M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
18.5K
+ 54.72%
$26.38 - $32.66 $488K - $604K
52.3K $1.71M
CI
Cigna Corp

Healthcare
2.05K
+ 13.99%
$301.89 - $340.04 $620K - $698K
16.7K $5.53M
VNLA
Janus Henderson Short Duration

ETFs
14K
+ 8.57%
$48.74 - $49.2 $681K - $688K
177K $8.71M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.54K
+ 4.05%
$81.46 - $94.63 $370K - $429K
116K $11M
IWN
Ishares Russell2000 Val ETF

ETFs
2.5K
+ 5.81%
$131.84 - $157.76 $330K - $395K
45.6K $7.19M
EOSE
Eos Energy Enterprises, Inc.

Industrials
35.9K
+ 9.64%
$3.3 - $7.11 $119K - $255K
409K $2.09M
MLM
Martin Marietta Materials Inc

Basic Materials
609
+ 12.47%
$452.51 - $568.19 $276K - $346K
5.49K $3.02M
AOR
Ishares Tr Core Growth Allocat

ETFs
5.49K
+ 6.81%
$53.36 - $61.57 $293K - $338K
86K $5.3M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
3.9K
+ 9.69%
$59.57 - $75.11 $232K - $293K
44.2K $3.32M
STWD
Starwood Property Trust, Inc.

Real Estate
28.9K
+ 10.93%
$17.28 - $20.41 $499K - $589K
293K $5.88M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
20.8K
+ 2.33%
$66.5 - $71.25 $1.38M - $1.48M
912K $63.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.54K
+ 18.66%
$100.04 - $100.54 $654K - $658K
41.6K $4.18M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
12K
+ 7.29%
$45.89 - $47.6 $550K - $570K
176K $8.39M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.35K
+ 5.89%
$39.93 - $46.67 $254K - $296K
114K $5.33M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
3.91K
+ 10.33%
$86.58 - $104.98 $338K - $410K
41.8K $4.38M
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.95K
+ 12.99%
$39.43 - $49.34 $274K - $343K
60.4K $2.86M
RACE
Ferrari N.V.

Consumer Cyclical
925
+ 30.76%
$397.86 - $499.02 $368K - $462K
3.93K $1.93M
FENY
Fidelity Covington Tr Msci Ene

ETFs
47.1K
+ 21.38%
$20.83 - $25.75 $982K - $1.21M
268K $6.27M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
14.9K
+ 35.02%
$30.77 - $35.62 $460K - $532K
57.6K $2.05M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
14.7K
+ 108.85%
$32.02 - $39.74 $471K - $584K
28.2K $1.12M
GLW
Corning Inc

Technology
3.5K
+ 5.27%
$39.07 - $52.59 $137K - $184K
69.9K $3.67M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
24.6K
+ 57.67%
$24.98 - $25.66 $616K - $632K
67.4K $1.73M
TOST
Toast, Inc.

Technology
12.5K
+ 177.96%
$30.03 - $45.23 $376K - $567K
19.6K $866K
BIDU
Baidu, Inc.

Communication Services
7.71K
+ 157.7%
$76.86 - $92.5 $592K - $713K
12.6K $1.08M
BK
Bank Of New York Mellon Corp

Financial Services
5.56K
+ 33.12%
$73.31 - $91.62 $407K - $509K
22.3K $2.04M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
4.82K
+ 11.28%
$65.41 - $79.66 $316K - $384K
47.6K $3.79M
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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