Kestra Advisory Services, LLC Incresed Positions in Q4 2024

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
375K
+ 15.22%
$117.0 - $148.88 $43.9M - $55.9M
2.84M $381M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
103K
+ 23.74%
$521.84 - $558.82 $53.5M - $57.3M
535K $288M
AAPL
Apple Inc.

Technology
50K
+ 1.99%
$221.69 - $259.02 $11.1M - $13M
2.57M $644M
IVV
Ishares Core S&P 500 ETF

ETFs
67.5K
+ 11.07%
$570.51 - $610.59 $38.5M - $41.2M
677K $399M
TSLA
Tesla, Inc.

Consumer Cyclical
7.87K
+ 3.23%
$213.65 - $479.86 $1.68M - $3.78M
251K $102M
AVGO
Broadcom Inc.

Technology
73.6K
+ 26.96%
$159.67 - $250.0 $11.8M - $18.4M
347K $80.4M
VUG
Vanguard Growth ETF

ETFs
50.7K
+ 12.24%
$378.79 - $428.11 $19.2M - $21.7M
465K $191M
QQQ
Invesco Qqq Trust, Series 1

ETFs
32.5K
+ 5.5%
$481.22 - $538.17 $15.6M - $17.5M
623K $319M
PHYS
Sprott Physical Gold Trust

Financial Services
1.32M
+ 1026.86%
$19.66 - $21.66 $26M - $28.6M
1.45M $29.2M
CGDV
Capital Group Divid Value ETF

ETFs
696K
+ 23.21%
$35.16 - $37.12 $24.5M - $25.9M
3.7M $130M
USFR
Wisdomtree Floating Rate Treas

ETFs
367K
+ 39.42%
$50.23 - $50.46 $18.4M - $18.5M
1.3M $65.3M
BOND
Pimco Active Bond Exchange Tra

ETFs
188K
+ 103.16%
$90.42 - $94.5 $17M - $17.7M
369K $33.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
17.5K
+ 3.71%
$567.81 - $607.81 $9.92M - $10.6M
488K $286M
EPD
Enterprise Products Partners L.P.

Energy
437K
+ 191.14%
$28.66 - $34.43 $12.5M - $15.1M
666K $20.9M
PLTR
Palantir Technologies Inc.

Technology
72K
+ 33.11%
$36.46 - $82.38 $2.62M - $5.93M
289K $21.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
269K
+ 27.05%
$50.62 - $50.97 $13.6M - $13.7M
1.26M $64.1M
MSTR
Microstrategy Inc

Technology
27K
+ 71.7%
$162.69 - $473.83 $4.39M - $12.8M
64.6K $18.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
310K
+ 17.08%
$33.92 - $36.6 $10.5M - $11.3M
2.12M $73.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
234K
+ 21.46%
$57.53 - $60.83 $13.4M - $14.2M
1.32M $76M
META
Meta Platforms, Inc.

Communication Services
14.3K
+ 11.14%
$554.08 - $632.68 $7.95M - $9.08M
143K $84.4M
NFLX
Netflix Inc

Communication Services
2.29K
+ 4.97%
$687.65 - $936.56 $1.57M - $2.14M
48.4K $43.1M
VGT
Vanguard Information Technolog

ETFs
12.9K
+ 19.96%
$571.78 - $647.97 $7.38M - $8.36M
77.5K $48.2M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
201K
+ 58.53%
$50.53 - $55.55 $10.2M - $11.2M
545K $27.8M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
122K
+ 43.19%
$73.49 - $86.09 $8.93M - $10.5M
403K $31M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
125K
+ 61.88%
$81.68 - $82.93 $10.2M - $10.3M
326K $26.7M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
63.2K
+ 51.39%
$129.96 - $144.97 $8.22M - $9.17M
186K $26M
IVW
Ishares S&P 500 Growth ETF

ETFs
60.4K
+ 10.1%
$94.43 - $105.47 $5.7M - $6.37M
658K $66.8M
AJG
Arthur J. Gallagher & Co.

Financial Services
33.5K
+ 268.33%
$278.49 - $315.16 $9.34M - $10.6M
46.1K $13.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
44.4K
+ 118.41%
$201.32 - $217.44 $8.94M - $9.66M
81.9K $16.9M
GS
Goldman Sachs Group Inc

Financial Services
8.51K
+ 14.99%
$486.1 - $608.57 $4.14M - $5.18M
65.3K $37.4M
IRM
Iron Mountain Inc

Real Estate
81.6K
+ 3163.49%
$101.62 - $128.14 $8.29M - $10.5M
84.2K $8.85M
CRWD
Crowd Strike Holdings, Inc.

Technology
16.9K
+ 48.64%
$275.15 - $388.2 $4.64M - $6.55M
51.5K $17.6M
NEAR
Blackrock Short Maturity Bond

ETFs
156K
+ 291.28%
$50.28 - $51.08 $7.84M - $7.96M
209K $10.6M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
76.2K
+ 18.39%
$70.54 - $79.61 $5.38M - $6.07M
491K $37.3M
IRT
Independence Realty Trust, Inc.

Real Estate
380K
+ 3843.65%
$18.78 - $22.01 $7.13M - $8.36M
390K $7.73M
COST
Costco Wholesale Corp

Consumer Defensive
5.84K
+ 8.47%
$873.59 - $994.69 $5.11M - $5.81M
74.9K $68.6M
IYW
Ishares Dj Us Tech ETF

ETFs
29.3K
+ 9.1%
$148.14 - $166.23 $4.34M - $4.87M
351K $56.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
166K
+ 10.26%
$56.06 - $61.35 $9.28M - $10.2M
1.78M $100M
VTV
Vanguard Value ETF

ETFs
70K
+ 7.77%
$168.32 - $181.87 $11.8M - $12.7M
971K $164M
TLT
Ishares Barclays 20+ Year Trea

ETFs
119K
+ 37.7%
$87.1 - $98.49 $10.4M - $11.8M
436K $38.1M
PSA
Public Storage

Real Estate
23.3K
+ 387.43%
$289.33 - $360.21 $6.74M - $8.39M
29.3K $8.78M
O
Realty Income Corp

Real Estate
125K
+ 458.51%
$51.76 - $64.71 $6.48M - $8.1M
152K $8.14M
PLD
Prologis, Inc.

Real Estate
63.3K
+ 399.29%
$101.4 - $126.96 $6.42M - $8.04M
79.2K $8.37M
FTCS
First Trust Capital Strength E

ETFs
86.1K
+ 20.58%
$87.62 - $94.03 $7.54M - $8.1M
504K $44.3M
RWL
Invesco Exchange Traded Fd Tr

ETFs
63.8K
+ 78.31%
$97.11 - $104.1 $6.19M - $6.64M
145K $14.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
76.2K
+ 24.14%
$106.56 - $113.11 $8.12M - $8.62M
392K $41.9M
IYF
Ishares Tr

ETFs
48.4K
+ 44.11%
$102.7 - $119.05 $4.97M - $5.76M
158K $17.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.72K
+ 2.19%
$370.24 - $418.94 $1.38M - $1.56M
174K $69.7M
EQIX
Equinix Inc

Real Estate
6.05K
+ 515.78%
$865.69 - $985.0 $5.23M - $5.95M
7.22K $6.8M
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
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email