Kestra Advisory Services, LLC Reduced Holdings in Q1 2025

Kestra Advisory Services, LLC

$19.6 Billion
Q1 2025

Stock	Shares change	Price Range	Shares Held	Trade History
SBUX Starbucks Corp Consumer Cyclical	-958 - 0.56%	$91.75 - $115.81 $87.9K - $111K	171K $16.8M
MGV Vanguard Mega Cap Value ETFs	-671 - 0.22%	$123.61 - $133.01 $82.9K - $89.2K	309K $39.8M
XLE Energy Sector Spdr ETFs	-7.01K - 2.72%	$85.7 - $93.96 $601K - $659K	251K $23.4M
GDX Vaneck ETF Tr Gold Miners ETF ETFs	-83.8K - 19.26%	$34.58 - $45.97 $2.9M - $3.85M	351K $16.1M
GE General Electric CO Industrials	-5.64K - 6.7%	$168.59 - $212.13 $951K - $1.2M	78.6K $15.7M
SGOL Abrdn Gold ETF Trust ETFs	-37.6K - 6.17%	$25.14 - $29.82 $945K - $1.12M	572K $17M
SO Southern CO Utilities	-7.66K - 2.91%	$80.96 - $92.96 $620K - $712K	255K $23.5M
VZ Verizon Communications Inc Communication Services	-45.2K - 5.1%	$37.81 - $46.49 $1.71M - $2.1M	840K $38.1M
MO Altria Group, Inc. Consumer Defensive	-4K - 0.87%	$50.81 - $60.02 $203K - $240K	453K $27.2M
KO Coca Cola CO Consumer Defensive	-22.1K - 4.19%	$60.81 - $72.32 $1.34M - $1.6M	505K $36.2M
CVX Chevron Corp Energy	-21K - 6.64%	$146.71 - $167.97 $3.09M - $3.53M	296K $49.5M
AMGN Amgen Inc Healthcare	-2.26K - 2.5%	$258.59 - $327.36 $585K - $741K	88.3K $27.5M
DE Deere & CO Industrials	-492 - 0.54%	$408.57 - $509.27 $201K - $251K	91.4K $42.9M
V Visa Inc. Financial Services	-8.32K - 4.07%	$306.92 - $362.71 $2.55M - $3.02M	196K $68.7M
T At&T Inc. Communication Services	-82.8K - 6.62%	$21.56 - $28.28 $1.79M - $2.34M	1.17M $33M
ABBV Abb Vie Inc. Healthcare	-8.51K - 2.45%	$169.2 - $216.66 $1.44M - $1.84M	339K $71M
BRK-B Berkshire Hathaway Inc Class B Financial Services	-22.6K - 5.38%	$442.66 - $534.52 $10M - $12.1M	398K $212M

Activity Summary All Purchases 1274 New Holdings 285 Increased Positions 989 All Sells 1417 Reductions 1417 Sold out 0 Calls 4 Puts 1

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