Kestra Investment Management, LLC Sells in Q1 2025

Kestra Investment Management, LLC

  • $2.61 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ENS
Ener Sys

Industrials
-1.77K
- 33.96%
$89.62 - $103.2 $158K - $182K
3.43K $313M
HRL
Hormel Foods Corp

Consumer Defensive
-4.36K
- 32.68%
$28.29 - $31.52 $123K - $137K
8.98K $278M
SPOT
Spotify Technology S.A.

Communication Services
-757
- 27.3%
$457.79 - $648.32 $347K - $491K
2.02K $1.11B
UBSI
United Bankshares Inc

Financial Services
-2.51K
- 20.12%
$34.03 - $39.27 $85.5K - $98.6K
9.98K $346M
AN
Autonation, Inc.

Consumer Cyclical
-596
- 23.77%
$156.67 - $195.15 $93.4K - $116K
1.91K $308M
WLK
Westlake Corp

Basic Materials
-513
- 11.54%
$99.12 - $119.16 $50.8K - $61.1K
3.93K $393M
CGSD
Capital Grp Core Plus Income E
-4.32K
- 23.2%
N/A
14.3K $369M
RNR
Renaissancere Holdings LTD

Financial Services
-353
- 17.73%
$226.55 - $263.22 $80K - $92.9K
1.64K $388M
ITW
Illinois Tool Works Inc

Industrials
-360
- 18.16%
$244.9 - $274.48 $88.2K - $98.8K
1.62K $402M
UAA
Under Armour, Inc.

Consumer Cyclical
-7.08K
- 27.39%
$6.25 - $8.66 $44.3K - $61.3K
18.8K $117M
NYT
New York Times CO

Communication Services
-1.34K
- 20.59%
$46.9 - $55.89 $62.8K - $74.8K
5.16K $256M
LNC
Lincoln National Corp

Financial Services
-3.64K
- 30.98%
$30.06 - $39.23 $109K - $143K
8.11K $291M
VLY
Valley National Bancorp

Financial Services
-7.2K
- 9.06%
$8.56 - $10.42 $61.6K - $75K
72.3K $642M
MPW
Medical Properties Trust Inc

Real Estate
-64.3K
- 42.95%
$3.83 - $6.21 $246K - $399K
85.4K $515M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-2.05K
- 30.95%
$88.0 - $115.5 $180K - $236K
4.56K $514M
WFC
Wells Fargo & Company

Financial Services
-1.15K
- 13.85%
$66.78 - $81.42 $76.5K - $93.3K
7.13K $512M
PAYX
Paychex Inc

Industrials
-1.04K
- 15.8%
$136.06 - $154.52 $142K - $161K
5.55K $856M
DIS
Walt Disney CO

Communication Services
-310
- 12.13%
$96.87 - $114.0 $30K - $35.3K
2.25K $222M
INTU
Intuit Inc

Technology
-83
- 16.7%
$555.63 - $630.23 $46.1K - $52.3K
414 $254M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-134
- 18.33%
$402.49 - $513.76 $53.9K - $68.8K
597 $237M
BKH
Black Hills Corp

Utilities
-1.4K
- 10.48%
$55.74 - $61.86 $78.3K - $86.9K
12K $727M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.91K
- 15.25%
$25.12 - $26.05 $47.9K - $49.6K
10.6K $267M
GGG
Graco Inc

Industrials
-287
- 7.32%
$80.53 - $87.54 $23.1K - $25.1K
3.63K $303M
PEP
Pepsico Inc

Consumer Defensive
-96
- 3.41%
$142.64 - $156.42 $13.7K - $15K
2.72K $407M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 1.56%
$551.42 - $612.93 $4.41K - $4.9K
504 $282M
PDCO
Patterson Companies, Inc.

Healthcare
-507
- 7.2%
$30.8 - $31.25 $15.6K - $15.8K
6.54K $204M
First Tr Exchng Traded Fd Vi
-277
- 3.15%
N/A
8.51K $200M
AM
Antero Midstream Corp

Energy
-8.58K
- 7.98%
$15.47 - $18.04 $133K - $155K
98.9K $1.78B
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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