Kestra Advisory Services, LLC Purchases in Q4 2024

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IGLB
Ishares 10+ Year Investment Gr

ETFs
62.6K
New
$49.36 - $53.72 $3.09M - $3.36M
62.6K $3.09M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
23.6K
+ 2.38%
$66.77 - $71.52 $1.57M - $1.68M
1.01M $69.7M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
98.9K
+ 10.25%
$35.45 - $40.33 $3.51M - $3.99M
1.06M $38.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
46.2K
+ 13.72%
$96.64 - $101.23 $4.47M - $4.68M
383K $37.1M
UWM
Proshares Ultra Russell 2000

ETFs
71.8K
New
$41.07 - $50.82 $2.95M - $3.65M
71.8K $3M
FDVV
Fidelity High Dividend ETF

ETFs
63.6K
+ 21.81%
$49.66 - $52.63 $3.16M - $3.35M
355K $17.7M
JXI
Ishares Tr Global Utils ETF

ETFs
47.3K
+ 316.12%
$63.23 - $71.27 $2.99M - $3.37M
62.2K $3.99M
OKE
Oneok Inc

Energy
18.4K
+ 15.8%
$92.28 - $117.05 $1.7M - $2.16M
135K $13.6M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
146K
+ 78.11%
$20.05 - $20.15 $2.93M - $2.95M
333K $6.7M
FDL
First Tr Morningstar Dividend

ETFs
83.6K
+ 32.48%
$39.59 - $43.95 $3.31M - $3.67M
341K $13.7M
FQAL
Fidelity Covington Tr Quality

ETFs
40.4K
+ 8.07%
$64.43 - $68.47 $2.6M - $2.77M
541K $35.4M
OEF
Ishares S&P 100 ETF

ETFs
10.9K
+ 30.65%
N/A
46.3K $12.3M
MA
Mastercard Inc

Financial Services
1.27K
+ 1.9%
$491.3 - $536.15 $625K - $682K
68.1K $35.9M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
37.5K
+ 65.04%
$63.19 - $73.31 $2.37M - $2.75M
95.2K $6.54M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
48.5K
+ 10.29%
$80.93 - $85.66 $3.93M - $4.16M
520K $42.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.07K
+ 6.32%
$316.94 - $357.88 $1.29M - $1.46M
68.5K $23.5M
IBM
International Business Machines Corp

Technology
13.6K
+ 7.69%
$204.9 - $238.04 $2.79M - $3.25M
191K $42M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
78.4K
+ 185.85%
$34.96 - $35.65 $2.74M - $2.79M
121K $4.23M
FDN
First Tr Fd Dow Jones

ETFs
4.69K
+ 9.22%
$210.5 - $257.24 $987K - $1.21M
55.6K $13.5M
ICSH
Blackrock Ultra Short Term Bon

ETFs
54.4K
+ 162.46%
$50.35 - $50.69 $2.74M - $2.76M
87.9K $4.44M
SHV
Ishares Tr

ETFs
24.9K
+ 62.73%
$109.92 - $110.57 $2.74M - $2.76M
64.7K $7.12M
SPG
Simon Property Group Inc

Real Estate
15.5K
+ 287.24%
$167.23 - $183.84 $2.59M - $2.84M
20.9K $3.59M
OHI
Omega Healthcare Investors Inc

Real Estate
72.3K
+ 243.13%
$37.51 - $42.56 $2.71M - $3.08M
102K $3.86M
KIM
Kimco Realty Corp

Real Estate
113K
New
$22.75 - $25.78 $2.57M - $2.92M
113K $2.65M
XT
Ishares Tr Exponential Technol

ETFs
44.3K
+ 154.31%
$58.7 - $62.72 $2.6M - $2.78M
73.1K $4.36M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
40.2K
+ 9.18%
$55.86 - $60.21 $2.24M - $2.42M
478K $27.3M
FPE
First Tr Pfd Secs & Income ETF

ETFs
198K
+ 8.7%
$17.65 - $18.18 $3.5M - $3.6M
2.48M $43.8M
RDVY
First Trust Rising Dividend Ac

ETFs
46.7K
+ 1.85%
$58.65 - $64.37 $2.74M - $3.01M
2.57M $152M
DFSV
Dimensional ETF Tr Dimensional

ETFs
83.8K
+ 43.22%
$30.18 - $33.87 $2.53M - $2.84M
278K $8.54M
DE
Deere & CO

Industrials
4.57K
+ 5.23%
$389.45 - $466.0 $1.78M - $2.13M
91.9K $38.9M
PANW
Palo Alto Networks Inc

Technology
57.3K
+ 115.21%
$181.96 - $405.9 $10.4M - $23.3M
107K $19.5M
T
At&T Inc.

Communication Services
68.6K
+ 5.8%
$21.22 - $23.88 $1.46M - $1.64M
1.25M $28.5M
HD
Home Depot, Inc.

Consumer Cyclical
12.1K
+ 8.71%
$385.02 - $431.37 $4.66M - $5.22M
151K $58.8M
SLV
I Shares Silver Trust

ETFs
130K
+ 27.89%
$26.33 - $31.74 $3.42M - $4.13M
596K $15.7M
AVUS
American Centy ETF Tr Avantis

ETFs
23.6K
+ 27.85%
$94.36 - $102.06 $2.23M - $2.41M
108K $10.5M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
58.5K
+ 44.64%
$39.4 - $40.57 $2.3M - $2.37M
190K $7.61M
ETN
Eaton Corp PLC

Industrials
7.1K
+ 5.8%
$326.96 - $377.52 $2.32M - $2.68M
130K $43M
DFAI
Dimensional ETF Tr

ETFs
223K
+ 13.69%
$29.0 - $31.6 $6.47M - $7.05M
1.85M $54.1M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
55.9K
+ 37.54%
$46.38 - $48.42 $2.59M - $2.71M
205K $9.5M
HST
Host Hotels & Resorts, Inc.

Real Estate
131K
New
$17.24 - $19.07 $2.26M - $2.5M
131K $2.29M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
91.8K
+ 19.19%
$25.0 - $25.11 $2.29M - $2.3M
570K $14.3M
PCT
Pure Cycle Technologies, Inc.

Industrials
220K
New
$8.81 - $14.3 $1.94M - $3.15M
220K $2.26M
DFAT
Dimensional ETF Tr U S Target

ETFs
39.9K
+ 21.35%
$54.54 - $61.04 $2.18M - $2.44M
227K $12.6M
SHOP
Shopify Inc.

Technology
1.69K
+ 2.16%
$78.14 - $119.49 $132K - $202K
79.9K $8.5M
COIN
Coinbase Global, Inc.

Technology
5.75K
+ 51.3%
$163.17 - $343.62 $939K - $1.98M
17K $4.21M
BND
Vanguard Bd Index Fd Inc Total

ETFs
77.4K
+ 7.38%
$71.75 - $75.11 $5.55M - $5.81M
1.13M $81M
CION
Cion Investment Corp

Financial Services
206K
+ 63.38%
$11.25 - $12.08 $2.32M - $2.49M
531K $6.06M
DUSA
Davis Fundamental ETF Tr

ETFs
43.4K
+ 5.4%
$40.91 - $45.07 $1.77M - $1.95M
846K $35.6M
IAU
Ishares Gold Trust

ETFs
45.3K
+ 10.68%
$48.37 - $52.65 $2.19M - $2.38M
469K $23.2M
Activity Summary
Buys All Purchases 1701 New Holdings 326 Increased Positions 1375 Sells All Sells 895 Reductions 895 Sold out 0 Options Calls 10 Puts 4
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