Kestra Investment Management, LLC Incresed Positions in Q3 2025

Kestra Investment Management, LLC

  • $3.73 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MEAR
Blackrock Short Maturity Munic

ETFs
39.3K
+ 9.09%
$50.17 - $50.56 $1.97M - $1.99M
472K $23.9B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
18.8K
+ 11.46%
$102.4 - $103.88 $1.92M - $1.95M
183K $18.9B
AVLV
American Centy ETF Tr Avantis
14.5K
+ 6.94%
$68.33 - $72.69 $991K - $1.05M
224K $16.2B
PEGA
Pegasystems Inc

Technology
29.4K
+ 78.82%
$49.75 - $60.39 $1.46M - $1.77M
66.7K $3.83B
JPM
Jpmorgan Chase & CO

Financial Services
3.22K
+ 10.76%
$282.78 - $316.06 $910K - $1.02M
33.1K $10.4B
INTU
Intuit Inc

Technology
2.66K
+ 496.26%
$646.03 - $807.39 $1.72M - $2.14M
3.19K $2.18B
AVGO
Broadcom Inc.

Technology
996
+ 3.88%
$264.74 - $369.57 $264K - $368K
26.7K $8.8B
CW
Curtiss Wright Corp

Industrials
2.29K
+ 28.68%
$472.43 - $542.94 $1.08M - $1.25M
10.3K $5.59B
TDIV
First Trust Nasdaq Technology

ETFs
1.31K
+ 0.72%
$89.27 - $100.33 $117K - $132K
184K $18.1B
IBKR
Interactive Brokers Group, Inc.

Financial Services
21K
+ 152.58%
$56.32 - $68.81 $1.18M - $1.45M
34.8K $2.39B
TSLA
Tesla, Inc.

Consumer Cyclical
1.21K
+ 16.57%
$293.94 - $444.72 $356K - $539K
8.53K $3.79B
DUHP
Dimensional ETF Tr Dimensional

ETFs
33.9K
+ 86.05%
$35.76 - $37.93 $1.21M - $1.29M
73.4K $2.77B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
9.48K
+ 61.42%
$110.74 - $122.12 $1.05M - $1.16M
24.9K $3.02B
MCK
Mckesson Corp

Healthcare
1.6K
+ 296.47%
$659.01 - $772.54 $1.05M - $1.23M
2.14K $1.65B
CGSD
Capital Grp Core Plus Income E
47.5K
+ 23.47%
N/A
250K $6.49B
RL
Ralph Lauren Corp

Consumer Cyclical
3.69K
+ 178.58%
$272.1 - $320.75 $1M - $1.18M
5.76K $1.81B
CSCO
Cisco Systems, Inc.

Technology
19K
+ 25.37%
$66.2 - $71.79 $1.26M - $1.36M
93.8K $6.42B
JMBS
Janus Detroit Str Tr Henderson

ETFs
20.3K
+ 5.02%
$44.34 - $45.94 $902K - $934K
425K $19.4B
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
5.14K
+ 950.46%
$167.19 - $219.52 $860K - $1.13M
5.68K $1.25B
AVEM
American Centy ETF Tr Avantis

ETFs
12.5K
+ 45.83%
$68.33 - $75.41 $852K - $940K
39.7K $2.98B
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.62K
+ 160.06%
$181.56 - $190.33 $1.02M - $1.07M
9.14K $1.73B
ADBE
Adobe Inc.

Technology
2.91K
+ 176.15%
$333.65 - $392.1 $971K - $1.14M
4.56K $1.61B
HYMU
Blackrock ETF Tr Ii High Yield
39.7K
+ 8.76%
N/A
493K $11B
GOOG
Alphabet Inc.

Communication Services
1.61K
+ 22.27%
$175.16 - $255.24 $282K - $411K
8.84K $2.15B
IVV
Ishares Core S&P 500 ETF

ETFs
851
+ 13.75%
$620.67 - $670.08 $528K - $570K
7.04K $4.71B
EFG
Msci Eafe Growth ETF

ETFs
5.56K
+ 4.54%
$106.99 - $114.46 $595K - $637K
128K $14.6B
Dimensional ETF Trust
15K
+ 62.84%
N/A
38.7K $2.15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.35K
+ 15.6%
$459.11 - $506.91 $622K - $686K
10K $5.05B
THC
Tenet Healthcare Corp

Healthcare
2.37K
+ 19.82%
$148.38 - $203.04 $351K - $481K
14.3K $2.91B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
724
+ 8.98%
$567.77 - $614.76 $411K - $445K
8.78K $5.38B
PSTG
Pure Storage, Inc.

Technology
5.65K
+ 46.55%
$54.47 - $88.29 $307K - $498K
17.8K $1.49B
UAL
United Airlines Holdings, Inc.

Industrials
4.81K
+ 26.86%
$80.05 - $109.36 $385K - $526K
22.7K $2.19B
PLTR
Palantir Technologies Inc.

Technology
3.38K
+ 105.66%
$130.68 - $186.97 $442K - $632K
6.58K $1.2B
MDT
Medtronic PLC

Healthcare
4.78K
+ 14.59%
$87.67 - $95.74 $419K - $458K
37.5K $3.6B
HYDB
Ishares Tr Edge High Yield Def

ETFs
14.6K
+ 16.23%
$47.03 - $47.97 $688K - $701K
105K $5.01B
RHI
Robert Half International Inc.

Industrials
22.5K
+ 387.45%
$33.49 - $43.03 $752K - $967K
28.3K $961M
CF
Cf Industries Holdings, Inc.

Basic Materials
8.13K
+ 94.85%
$80.91 - $98.75 $658K - $803K
16.7K $1.5B
Lam Research Corp
2.76K
+ 31.75%
N/A
11.4K $1.53B
ACM
Aecom

Industrials
2.59K
+ 13.62%
$111.08 - $132.99 $288K - $344K
21.6K $2.82B
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.39K
+ 17.03%
$171.01 - $228.24 $238K - $318K
9.57K $2.04B
AMAT
Applied Materials Inc

Technology
2.14K
+ 22.59%
$156.25 - $204.95 $334K - $438K
11.6K $2.38B
SCHW
Schwab Charles Corp

Financial Services
5.13K
+ 22.77%
$91.03 - $98.69 $467K - $506K
27.7K $2.64B
PGR
Progressive Corp

Financial Services
2.69K
+ 57.14%
$238.61 - $264.3 $643K - $712K
7.41K $1.83B
CI
Cigna Corp

Healthcare
2.31K
+ 98.09%
$262.23 - $334.39 $607K - $773K
4.67K $1.35B
INFL
Listed Fds Tr Horizon Kinetics

ETFs
3.62K
+ 2.42%
$41.13 - $44.7 $149K - $162K
153K $6.85B
IEFA
Ishares Tr

ETFs
4.48K
+ 13.9%
$81.7 - $87.53 $366K - $392K
36.7K $3.2B
LNG
Cheniere Energy, Inc.

Energy
2.59K
+ 20.36%
$222.68 - $244.28 $576K - $632K
15.3K $3.59B
ABC
Amerisourcebergen Corp

Healthcare
1.3K
+ 18.27%
N/A
8.38K $2.62B
HYD
Vaneck High Yield Muni ETF

ETFs
8.58K
+ 12.73%
$48.85 - $50.94 $419K - $437K
76K $3.87B
Activity Summary
Buys All Purchases 294 New Holdings 50 Increased Positions 244 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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