Kestra Investment Management, LLC New Holdings in Q1 2025

Kestra Investment Management, LLC

  • $2.61 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.03M
New
$51.52 - $52.37 $53.3M - $54.2M
1.03M $52.2B
HYMU
Blackrock ETF Tr Ii High Yield
507K
New
$22.43 - $23.19 $11.4M - $11.8M
507K $9.23B
INFL
Listed Fds Tr Horizon Kinetics

ETFs
279K
New
$38.54 - $41.5 $10.7M - $11.6M
279K $5.89B
TWLO
Twilio Inc

Communication Services
13.6K
New
$94.9 - $148.35 $1.29M - $2.02M
13.6K $1.28B
PII
Polaris Inc.

Consumer Cyclical
22.6K
New
$40.9 - $58.36 $925K - $1.32M
22.6K $925M
Trust For Professional Manag
24K
New
N/A
24K $815M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7.31K
New
$100.32 - $100.76 $733K - $736K
7.31K $735M
EIX
Edison International

Utilities
11.6K
New
$50.06 - $80.01 $579K - $925K
11.6K $682M
SAM
Boston Beer CO Inc

Consumer Defensive
2.73K
New
$219.16 - $301.26 $599K - $823K
2.73K $653M
Trust For Professional Manag
19.5K
New
N/A
19.5K $575M
MAN
Manpower Group Inc.

Industrials
19.2K
New
$53.77 - $62.66 $1.03M - $1.2M
19.2K $559M
PATH
Ui Path, Inc.

Technology
44K
New
$9.97 - $15.19 $438K - $668K
44K $453M
Trust For Professional Manag
14.8K
New
N/A
14.8K $444M
Ishares Tr
15.7K
New
N/A
15.7K $392M
HAL
Halliburton CO

Energy
14.9K
New
$24.15 - $29.9 $360K - $445K
14.9K $378M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
14.5K
New
$23.24 - $28.11 $337K - $407K
14.5K $346M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
6.87K
New
$48.02 - $53.02 $330K - $364K
6.87K $340M
FLO
Flowers Foods Inc

Consumer Defensive
17.3K
New
$18.05 - $20.78 $312K - $359K
17.3K $329M
Talen Energy Corp
1.62K
New
N/A
1.62K $323M
American Centy ETF Tr
4.88K
New
N/A
4.88K $313M
RL
Ralph Lauren Corp

Consumer Cyclical
1.4K
New
$215.68 - $286.74 $302K - $401K
1.4K $309M
ACWI
Ishares Msci Acwi ETF

ETFs
2.28K
New
$115.16 - $124.13 $263K - $283K
2.28K $266M
ALE
Allete Inc

Utilities
3.94K
New
$64.9 - $65.91 $256K - $260K
3.94K $259M
WPC
W. P. Carey Inc.

Real Estate
4.09K
New
$53.5 - $65.05 $219K - $266K
4.09K $258M
AVA
Avista Corp

Utilities
5.93K
New
$35.2 - $41.87 $209K - $248K
5.93K $248M
LCII
Lci Industries

Consumer Cyclical
2.77K
New
$87.4 - $110.52 $242K - $306K
2.77K $242M
LKQ
Lkq Corp

Consumer Cyclical
5.57K
New
$36.24 - $44.05 $202K - $245K
5.57K $237M
VIG
Vanguard Dividend Appreciation

ETFs
1.13K
New
N/A
1.13K $218M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.64K
New
$126.11 - $135.06 $207K - $222K
1.64K $212M
Activity Summary
Buys All Purchases 295 New Holdings 30 Increased Positions 265 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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