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
NMIH
Nmi Holdings, Inc.

Financial Services
1.73K
+ 32.04%
$37.19 - $43.15 $64.5K - $74.8K
7.15K $274M
PANW
Palo Alto Networks Inc

Technology
224
+ 22.65%
$167.06 - $208.19 $37.4K - $46.6K
1.21K $247M
TFC
Truist Financial Corp

Financial Services
643
+ 12.62%
$42.83 - $47.07 $27.5K - $30.3K
5.74K $262M
JCPB
J P Morgan Exchange Traded Fd

ETFs
804
+ 11.16%
$46.37 - $47.77 $37.3K - $38.4K
8.01K $381M
AMCR
Amcor PLC

Consumer Cyclical
7.47K
+ 37.06%
$7.97 - $9.94 $59.5K - $74.2K
27.6K $226M
HEFA
Ishares Currency Hedged Msci E

ETFs
197
+ 1.01%
$37.2 - $39.61 $7.33K - $7.8K
19.6K $777M
CROX
Crocs, Inc.

Consumer Cyclical
1.05K
+ 37.57%
$74.39 - $108.79 $78.3K - $114K
3.85K $322M
STWD
Starwood Property Trust, Inc.

Real Estate
6.76K
+ 5.1%
$19.37 - $20.97 $131K - $142K
139K $2.7B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
62
+ 0.87%
$49.43 - $54.52 $3.06K - $3.38K
7.16K $388M
WPC
W. P. Carey Inc.

Real Estate
167
+ 3.39%
$61.29 - $68.7 $10.2K - $11.5K
5.09K $344M
ITA
Ishares Tr

ETFs
28
+ 2.11%
$184.73 - $209.26 $5.17K - $5.86K
1.36K $284M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.08%
$243.93 - $275.62 $244 - $276
1.19K $326M
OSK
Oshkosh Corp

Industrials
11
+ 0.61%
$118.16 - $143.44 $1.3K - $1.58K
1.81K $234M
TLT
Ishares Barclays 20+ Year Trea

ETFs
283
+ 6.62%
$85.01 - $90.35 $24.1K - $25.6K
4.56K $407M
APAM
Artisan Partners Asset Management Inc.

Financial Services
1.9K
+ 3.37%
$43.4 - $48.34 $82.5K - $91.9K
58.4K $2.53B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
101
+ 2.95%
$74.93 - $80.73 $7.57K - $8.15K
3.53K $284M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
340
+ 0.97%
$37.14 - $37.85 $12.6K - $12.9K
35.4K $1.34B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
92
+ 11.11%
$259.44 - $278.65 $23.9K - $25.6K
920 $239M
SPIB
Spdr Portfolio Intermediate Te

ETFs
334
+ 4.92%
$33.26 - $34.01 $11.1K - $11.4K
7.13K $242M
Linde PLC
7
+ 0.54%
N/A
1.29K $615M
Profesionally Managed Portfo
111
+ 0.26%
N/A
42.3K $1.06B
MMM
3 M CO

Industrials
3
+ 0.16%
$144.41 - $160.2 $433 - $481
1.89K $294M
MTN
Vail Resorts Inc

Consumer Cyclical
393
+ 5.62%
$143.33 - $169.63 $56.3K - $66.7K
7.38K $1.1B
ABT
Abbott Laboratories

Healthcare
77
+ 3.39%
$120.51 - $136.62 $9.28K - $10.5K
2.35K $314M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
71
+ 0.8%
$24.11 - $24.94 $1.71K - $1.77K
8.94K $223M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
22
+ 0.99%
$95.22 - $96.21 $2.09K - $2.12K
2.25K $217M
EPR
Epr Properties

Real Estate
96
+ 0.54%
$52.58 - $61.21 $5.05K - $5.88K
17.8K $1.03B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1
+ 0.01%
$22.84 - $22.95 $22.8 - $23
15.2K $348M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2
+ 0.01%
$23.29 - $23.38 $46.6 - $46.8
14.9K $348M
COST
Costco Wholesale Corp

Consumer Defensive
92
+ 6.42%
$915.95 - $994.57 $84.3K - $91.5K
1.53K $1.41B
T
At&T Inc.

Communication Services
128
+ 0.63%
$26.94 - $29.62 $3.45K - $3.79K
20.3K $574M
PYPL
Pay Pal Holdings, Inc.

Financial Services
464
+ 5.43%
$65.64 - $78.22 $30.5K - $36.3K
9K $604M
QLYS
Qualys, Inc.

Technology
8
+ 0.26%
$127.89 - $150.07 $1.02K - $1.2K
3.13K $414M
PM
Philip Morris International Inc.

Consumer Defensive
2.07K
+ 11.11%
$157.77 - $183.27 $327K - $379K
20.7K $3.36B
CHKP
Check Point Software Technologies LTD

Technology
46
+ 1.38%
$180.73 - $231.23 $8.31K - $10.6K
3.38K $698M
ISRG
Intuitive Surgical Inc

Healthcare
187
+ 14.32%
$433.66 - $544.47 $81.1K - $102K
1.49K $668M
Corpay Inc
274
+ 8.17%
N/A
3.63K $1.05B
ESAB
Esab Corp

Industrials
87
+ 0.91%
$108.14 - $134.17 $9.41K - $11.7K
9.62K $1.08B
UAA
Under Armour, Inc.

Consumer Cyclical
3.44K
+ 6.75%
$4.77 - $7.37 $16.4K - $25.3K
54.4K $271M
KNSL
Kinsale Capital Group, Inc.

Financial Services
29
+ 1.01%
$415.15 - $489.89 $12K - $14.2K
2.91K $1.24B
NFLX
Netflix Inc

Communication Services
74
+ 3.22%
$1147.87 - $1297.18 $84.9K - $96K
2.38K $2.85B
ACN
Accenture PLC

Technology
374
+ 5.24%
$232.56 - $304.78 $87K - $114K
7.51K $1.85B
TWLO
Twilio Inc

Communication Services
476
+ 2.86%
$92.44 - $132.7 $44K - $63.2K
17.1K $1.71B
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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