Kestra Advisory Services, LLC New Holdings in Q1 2025

Kestra Advisory Services, LLC

  • $19.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QFIN
360 Digi Tech, Inc.

Financial Services
5.98K
New
$36.09 - $48.12 $216K - $288K
5.98K $268K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
4.86K
New
$46.83 - $56.05 $228K - $273K
4.86K $259K
FLRG
Fidelity Covington Tr U S Mult

ETFs
7.79K
New
$32.37 - $35.77 $252K - $279K
7.79K $258K
STC
Stewart Information Services Corp

Financial Services
3.61K
New
$59.55 - $72.6 $215K - $262K
3.61K $257K
CRTO
Criteo S.A.

Communication Services
7.16K
New
$34.81 - $45.89 $249K - $329K
7.16K $253K
EWA
Ishares Msci Australia ETF

ETFs
10.8K
New
$23.02 - $25.66 $248K - $277K
10.8K $252K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
9.34K
New
$26.53 - $29.63 $248K - $277K
9.34K $251K
VSEC
Vse Corp

Industrials
2.1K
New
$90.47 - $125.62 $190K - $263K
2.1K $251K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
9.73K
New
$25.57 - $29.31 $249K - $285K
9.73K $250K
OSPN
One Span Inc.

Technology
16K
New
$15.25 - $20.23 $244K - $324K
16K $244K
STM
St Microelectronics N.V.

Technology
10.9K
New
$21.64 - $28.22 $236K - $308K
10.9K $239K
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.76K
New
$59.97 - $70.03 $226K - $264K
3.76K $236K
ENFR
Alerian Energy Infrastructure

ETFs
7.23K
New
$30.27 - $34.12 $219K - $247K
7.23K $236K
INTF
Ishares Tr

ETFs
7.64K
New
$28.43 - $31.96 $217K - $244K
7.64K $235K
PSR
Invesco Actively

ETFs
2.55K
New
$86.57 - $95.84 $221K - $244K
2.55K $235K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
9.69K
New
$23.17 - $24.25 $225K - $235K
9.69K $234K
REZ
Ishares Tr Residential And Mul

ETFs
2.7K
New
$78.21 - $88.48 $211K - $239K
2.7K $233K
PSC
Principal ETF U.S. Small Cap M

ETFs
4.81K
New
$47.13 - $54.5 $227K - $262K
4.81K $233K
HAS
Hasbro, Inc.

Consumer Cyclical
3.73K
New
$56.16 - $69.06 $209K - $257K
3.73K $229K
SBR
Sabine Royalty Trust

Energy
3.39K
New
$64.04 - $69.75 $217K - $236K
3.39K $229K
IYT
Ishares Tr U.S. Transportation

ETFs
3.58K
New
$63.37 - $73.39 $227K - $262K
3.58K $228K
WTM
White Mountains Insurance Group LTD

Financial Services
116
New
$1818.58 - $1983.07 $211K - $230K
116 $223K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
7.53K
New
$24.39 - $35.22 $184K - $265K
7.53K $223K
UNTY
Unity Bancorp Inc

Financial Services
5.47K
New
$39.98 - $50.05 $218K - $274K
5.47K $222K
IAG
Iamgold Corp

Basic Materials
35.6K
New
$5.11 - $6.61 $182K - $235K
35.6K $222K
RING
Ishares Inc Msci Global Gold M

ETFs
5.77K
New
$28.64 - $38.36 $165K - $221K
5.77K $221K
LRN
Stride, Inc.

Consumer Defensive
1.74K
New
$106.34 - $142.28 $185K - $248K
1.74K $220K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.52K
New
$141.31 - $175.89 $215K - $267K
1.52K $218K
ACA
Arcosa, Inc.

Industrials
2.81K
New
$77.12 - $103.53 $216K - $291K
2.81K $216K
AL
Air Lease Corp

Industrials
4.44K
New
$43.38 - $51.13 $193K - $227K
4.44K $214K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
9.28K
New
$21.67 - $23.21 $201K - $215K
9.28K $210K
VPN
Global X Fds Data Ctr Reits &

ETFs
13.2K
New
N/A
13.2K $209K
RAVI
Flexshares Tr Ready Access Var

ETFs
2.75K
New
$75.2 - $75.58 $207K - $208K
2.75K $207K
CAPE
Barclays Bank PLC

ETFs
6.81K
New
$29.41 - $31.62 $200K - $215K
6.81K $206K
INSM
Insmed Inc

Healthcare
2.69K
New
$65.25 - $83.83 $176K - $226K
2.69K $205K
BMA
Macro Bank Inc.

Financial Services
2.71K
New
$75.51 - $115.85 $205K - $314K
2.71K $204K
GTLB
Gitlab Inc.

Technology
4.36K
New
$47.0 - $73.14 $205K - $319K
4.36K $204K
DSGX
Descartes Systems Group Inc

Technology
2K
New
$96.4 - $122.5 $193K - $245K
2K $201K
CNO
Cno Financial Group, Inc.

Financial Services
4.81K
New
$35.99 - $42.34 $173K - $204K
4.81K $200K
BNO
United States Brent Oil Fund, LP

ETFs
6.44K
New
$28.58 - $33.35 $184K - $215K
6.44K $200K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
2.13K
New
$91.66 - $99.33 $196K - $212K
2.13K $200K
UPWK
Upwork, Inc

Industrials
15.3K
New
$12.34 - $17.44 $189K - $267K
15.3K $199K
PATH
Ui Path, Inc.

Technology
19.2K
New
$9.97 - $15.19 $192K - $292K
19.2K $198K
AGZ
Ishares Agency Bond ETF

ETFs
1.79K
New
$107.46 - $109.48 $192K - $195K
1.79K $195K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.01K
New
$189.39 - $204.09 $191K - $206K
1.01K $192K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8.9K
New
$20.2 - $22.24 $180K - $198K
8.9K $191K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
4.15K
New
$44.28 - $45.4 $184K - $189K
4.15K $187K
AVT
Avnet Inc

Technology
3.9K
New
$46.61 - $54.65 $182K - $213K
3.9K $187K
EWBC
East West Bancorp Inc

Financial Services
2.09K
New
$84.35 - $103.91 $176K - $217K
2.09K $187K
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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