Kestra Advisory Services, LLC Purchases in Q3 2025

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACM
Aecom

Industrials
20.4K
+ 361.8%
$111.08 - $132.99 $2.27M - $2.72M
26.1K $3.41M
AFL
Aflac Inc

Financial Services
21.4K
+ 40.82%
$98.09 - $111.7 $2.1M - $2.39M
73.9K $8.25M
JPIE
J P Morgan Exchange Traded Fd
58.5K
+ 113.7%
$46.01 - $46.55 $2.69M - $2.72M
110K $5.1M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
62.4K
+ 414.58%
$41.17 - $43.65 $2.57M - $2.73M
77.5K $3.34M
TJX
Tjx Companies Inc

Consumer Cyclical
5.25K
+ 5.79%
$121.35 - $144.54 $637K - $759K
95.9K $13.9M
O
Realty Income Corp

Real Estate
35.6K
+ 23.08%
$56.13 - $60.79 $2M - $2.17M
190K $11.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.8K
+ 3.56%
$54.35 - $59.32 $750K - $819K
401K $23.8M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
33K
+ 10.13%
$72.01 - $74.44 $2.37M - $2.45M
358K $26.3M
APH
Amphenol Corp

Technology
14.7K
+ 47.54%
$97.39 - $125.4 $1.43M - $1.84M
45.6K $5.65M
LYFT
Lyft, Inc.

Technology
104K
+ 221.34%
$13.41 - $22.93 $1.39M - $2.38M
151K $3.32M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
143K
+ 38.73%
$16.46 - $17.1 $2.36M - $2.45M
514K $8.73M
UL
Unilever PLC

Consumer Defensive
45K
+ 59.76%
$58.43 - $65.01 $2.63M - $2.93M
120K $7.13M
FNDC
Schwab Fundamental Intl Small

ETFs
56.6K
New
$41.81 - $45.21 $2.36M - $2.56M
56.6K $2.52M
VICI
Vici Properties Inc.

Real Estate
76.9K
+ 66.86%
$31.43 - $33.93 $2.42M - $2.61M
192K $6.26M
PFF
Ishares Trust Ishares Pfd And

ETFs
64.6K
+ 13.13%
$30.67 - $32.13 $1.98M - $2.08M
557K $17.6M
LHX
L3 Harris Technologies, Inc.

Industrials
6.22K
+ 57.09%
$252.18 - $305.41 $1.57M - $1.9M
17.1K $5.23M
CSX
Csx Corp

Industrials
54.7K
+ 28.74%
$32.05 - $36.52 $1.75M - $2M
245K $8.7M
VEU
Vanguard Ftse All World Ex Us

ETFs
14.3K
+ 4.03%
$66.38 - $71.68 $948K - $1.02M
368K $26.3M
SCHW
Schwab Charles Corp

Financial Services
18.7K
+ 11.94%
$91.03 - $98.69 $1.71M - $1.85M
176K $16.8M
PDI
Pimco Dynamic Income Fund

Financial Services
117K
+ 79.28%
$18.85 - $20.07 $2.21M - $2.35M
265K $5.25M
TSN
Tyson Foods, Inc.

Consumer Defensive
45.3K
+ 363.06%
$52.3 - $57.69 $2.37M - $2.61M
57.7K $3.13M
HII
Huntington Ingalls Industries, Inc.

Industrials
7.18K
+ 92.35%
$246.31 - $287.91 $1.77M - $2.07M
15K $4.31M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
47.8K
+ 1114.94%
$50.19 - $50.91 $2.4M - $2.43M
52K $2.64M
BKR
Baker Hughes CO

Energy
35.2K
+ 52.47%
$38.68 - $50.55 $1.36M - $1.78M
102K $4.99M
HSY
Hershey CO

Consumer Defensive
10.6K
+ 52.01%
$161.95 - $193.45 $1.71M - $2.04M
30.9K $5.78M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
28.6K
+ 12.97%
$51.16 - $55.21 $1.46M - $1.58M
249K $13.8M
MS
Morgan Stanley

Financial Services
2.38K
+ 2.15%
$139.09 - $161.16 $331K - $384K
113K $18M
IDV
Ishares Tr

ETFs
50.5K
+ 19.25%
$34.54 - $37.28 $1.74M - $1.88M
313K $11.4M
LLY
Eli Lilly & CO

Healthcare
4.94K
+ 5.78%
$625.65 - $812.69 $3.09M - $4.01M
90.3K $68.9M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
105K
+ 211.28%
$21.86 - $22.98 $2.29M - $2.41M
154K $3.47M
DCI
Donaldson CO Inc

Industrials
28.3K
New
$69.82 - $82.14 $1.97M - $2.32M
28.3K $2.31M
FVAL
Fidelity Covington Tr Value Fa

ETFs
20.3K
+ 11.37%
$63.74 - $69.18 $1.29M - $1.4M
199K $13.7M
KO
Coca Cola CO

Consumer Defensive
68.2K
+ 13.5%
$65.67 - $71.67 $4.48M - $4.89M
573K $38M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
49.2K
+ 47.76%
$39.39 - $42.09 $1.94M - $2.07M
152K $6.36M
AZN
Astrazeneca PLC

Healthcare
23K
+ 31.21%
$68.72 - $82.11 $1.58M - $1.89M
96.7K $7.42M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
34K
+ 64.16%
$58.7 - $62.94 $2M - $2.14M
87.1K $5.42M
CB
Chubb LTD

Financial Services
8.96K
+ 23.75%
$265.99 - $289.59 $2.38M - $2.59M
46.7K $13.2M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
41.3K
+ 775.56%
$50.32 - $54.01 $2.08M - $2.23M
46.6K $2.52M
VRIG
Invesco Actively Managed ETF F

ETFs
89K
+ 157.65%
$25.04 - $25.16 $2.23M - $2.24M
146K $3.65M
SOFI
So Fi Technologies, Inc.

Financial Services
32.4K
+ 19.38%
$17.64 - $29.81 $571K - $965K
199K $5.27M
DINO
Hf Sinclair Corp

Energy
39.8K
+ 327.33%
$42.11 - $54.01 $1.68M - $2.15M
52K $2.72M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
11.9K
+ 10.61%
$134.42 - $141.26 $1.6M - $1.68M
124K $17.5M
FDL
First Tr Morningstar Dividend

ETFs
36.2K
+ 9.26%
$41.96 - $44.59 $1.52M - $1.61M
427K $18.5M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
260K
+ 163.38%
$7.98 - $8.29 $2.07M - $2.16M
419K $3.44M
WSM
Williams Sonoma Inc

Consumer Cyclical
10.3K
+ 251.6%
$163.62 - $210.2 $1.68M - $2.16M
14.4K $2.81M
UPS
United Parcel Service Inc

Industrials
73.3K
+ 31.91%
$82.58 - $105.54 $6.05M - $7.74M
303K $25.3M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
18.9K
+ 218.1%
$43.07 - $91.37 $813K - $1.72M
27.5K $2.51M
KEY
Keycorp

Financial Services
48.2K
+ 5.06%
$17.37 - $19.39 $837K - $935K
1M $18.7M
GLDM
World Gold Trust

ETFs
6.76K
+ 4.64%
$64.73 - $76.45 $438K - $517K
153K $11.7M
Activity Summary
Buys All Purchases 1621 New Holdings 252 Increased Positions 1369 Sells All Sells 1208 Reductions 1208 Sold out 0 Options Calls 6 Puts 3
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