Kestra Advisory Services, LLC Sells in Q2 2025

Kestra Advisory Services, LLC

  • $19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-3.3K
- 72.38%
$725400.0 - $809350.0 $2.39B - $2.67B
1.26K $917M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-130K
- 22.15%
$456.74 - $568.03 $59.5M - $74M
458K $260M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-527K
- 63.58%
$45.3 - $50.64 $23.9M - $26.7M
302K $14.8M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-597K
- 88.69%
$35.77 - $42.27 $21.4M - $25.2M
76.2K $3.22M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-597K
- 18.23%
$24.32 - $27.87 $14.5M - $16.6M
2.68M $70.9M
AGOX
Starboard Invt Tr

ETFs
-742K
- 98.57%
$23.19 - $29.58 $17.2M - $21.9M
10.8K $318K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-145K
- 62.44%
$91.23 - $97.27 $13.2M - $14.1M
87.2K $8.48M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-166K
- 89.55%
$66.87 - $79.47 $11.1M - $13.2M
19.4K $1.54M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-120K
- 62.25%
$94.92 - $114.85 $11.4M - $13.7M
72.5K $8.33M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-430K
- 69.69%
$26.82 - $30.48 $11.5M - $13.1M
187K $5.71M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-270K
- 24.59%
$55.54 - $69.09 $15M - $18.6M
827K $57.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-132K
- 17.02%
$90.56 - $109.49 $11.9M - $14.4M
641K $70.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-456K
- 50.38%
$22.54 - $23.17 $10.3M - $10.6M
449K $10.3M
IVE
Ishares S&P 500 Value ETF

ETFs
-55.9K
- 13.79%
$168.34 - $195.42 $9.41M - $10.9M
350K $68.3M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-109K
- 25.02%
$68.13 - $74.77 $7.4M - $8.12M
325K $23.7M
FNDX
Schwab Fundamental U S Large C

ETFs
-377K
- 52.34%
$20.84 - $24.54 $7.86M - $9.26M
344K $8.43M
VIG
Vanguard Dividend Appreciation

ETFs
-44.3K
- 11.2%
N/A
352K $64.1M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-287K
- 66.16%
$23.29 - $23.38 $6.68M - $6.7M
147K $3.43M
MRK
Merck & Co., Inc.

Healthcare
-34.7K
- 11.35%
$73.47 - $87.12 $2.55M - $3.02M
271K $21.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-64.7K
- 19.73%
$91.43 - $91.74 $5.92M - $5.94M
263K $24.2M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-100K
- 89.87%
$48.48 - $67.3 $4.86M - $6.74M
11.3K $759K
BOND
Pimco Active Bond Exchange Tra

ETFs
-57.5K
- 14.65%
$89.87 - $92.93 $5.17M - $5.34M
335K $30.9M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-62.2K
- 44.88%
N/A
76.4K $6.56M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-138K
- 14.52%
$51.16 - $62.02 $7.08M - $8.58M
815K $50.5M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
-258K
- 95.99%
$17.8 - $20.34 $4.59M - $5.25M
10.8K $214K
EPP
Ishares Inc

ETFs
-115K
- 93.47%
$38.85 - $49.83 $4.48M - $5.75M
8.06K $397K
IWV
Ishares Russell 3000 ETF

ETFs
-19.6K
- 34.49%
$281.67 - $351.0 $5.51M - $6.86M
37.1K $13M
PG
Procter & Gamble CO

Consumer Defensive
-6.56K
- 1.86%
$157.66 - $172.39 $1.03M - $1.13M
345K $55M
VONG
Vanguard Russell 1000 Growth E

ETFs
-74.2K
- 37.69%
$82.51 - $109.2 $6.12M - $8.11M
123K $13.4M
IRT
Independence Realty Trust, Inc.

Real Estate
-195K
- 48.7%
$17.41 - $21.38 $3.4M - $4.17M
206K $3.64M
DHR
Danaher Corp

Healthcare
-20K
- 22.16%
$174.64 - $205.16 $3.49M - $4.1M
70.2K $13.9M
VTV
Vanguard Value ETF

ETFs
-44.7K
- 5.3%
$153.67 - $176.74 $6.86M - $7.89M
798K $141M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-38.7K
- 9.7%
$83.97 - $92.85 $3.25M - $3.59M
360K $31.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-22K
- 35.08%
$273.67 - $366.17 $6.01M - $8.04M
40.6K $14.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3.85K
- 13.08%
$390.26 - $489.06 $1.5M - $1.88M
25.6K $10.4M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-41.9K
- 58.0%
$86.05 - $107.7 $3.61M - $4.51M
30.4K $3.27M
TXN
Texas Instruments Inc

Technology
-19.7K
- 17.53%
N/A
92.8K $18.1M
BMY
Bristol Myers Squibb CO

Healthcare
-12.8K
- 5.84%
$44.12 - $59.6 $566K - $764K
207K $9.58M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-173K
- 92.55%
$19.43 - $20.13 $3.37M - $3.49M
14K $275K
DOW
Dow Inc.

Basic Materials
-26.4K
- 8.0%
$25.81 - $34.89 $681K - $921K
303K $8.04M
XLY
Select Sector Spdr Consumer Di

ETFs
-20.3K
- 38.71%
$176.34 - $218.59 $3.57M - $4.43M
32.1K $6.97M
ICF
Ishares Tr

ETFs
-52.5K
- 12.69%
$54.56 - $62.47 $2.86M - $3.28M
361K $22.1M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-34.2K
- 73.77%
$83.8 - $101.39 $2.87M - $3.47M
12.2K $1.23M
LOW
Lowes Companies Inc

Consumer Cyclical
-9.77K
- 12.27%
$210.83 - $235.28 $2.06M - $2.3M
69.8K $15.5M
DFAT
Dimensional ETF Tr U S Target

ETFs
-62.7K
- 36.41%
$44.8 - $53.97 $2.81M - $3.38M
109K $5.91M
IWD
Ishares Russell 1000 Val ETF

ETFs
-20.1K
- 11.81%
$166.82 - $194.23 $3.36M - $3.91M
150K $29.2M
IWS
Ishares Russell Midcap Value E

ETFs
-28.6K
- 16.0%
$110.58 - $132.14 $3.16M - $3.78M
150K $19.8M
TROW
Price T Rowe Group Inc

Financial Services
-30.6K
- 49.23%
$80.27 - $98.06 $2.45M - $3M
31.5K $3.04M
UNP
Union Pacific Corp

Industrials
-8.83K
- 8.9%
$208.27 - $238.46 $1.84M - $2.11M
90.4K $20.8M
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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