Kestra Investment Management, LLC Portfolio Holdings
Kestra Investment Management, LLC
- $2.61 Trillion
- Q1 2025
Kestra Investment Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.61 Trillion distributed in 376 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S. Value Et with a value of $255B, Ishares Core Total Usd Bond Ma with a value of $172B, Spdr Portfolio with a value of $166B, Vanguard Ftse All World Ex Us with a value of $130B, and Ishares Msci Usa Quality Facto with a value of $119B.
Examining the 13F form we can see an increase of $62.2B in the current position value, from $2.54T to 2.61T.
Kestra Investment Management, LLC is based out at Austin, TX
Below you can find more details about Kestra Investment Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 376
- Current Value $2.61 Trillion
- Prior Value $2.54 Trillion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 30 stocks
- Additional Purchases 265 stocks
- Sold out of 0 stocks
- Reduced holdings in 79 stocks