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
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
6.26K
+ 6.63%
$35.07 - $36.08 $220K - $226K
101K $3.62M
MCI
Barings Corporate Investors

Financial Services
13.6K
+ 61.23%
$18.88 - $20.81 $257K - $283K
35.8K $729K
CHRD
Oasis Petroleum Inc.

Energy
2.87K
+ 82.71%
$110.83 - $137.78 $318K - $395K
6.34K $738K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
38.4K
+ 32.81%
$7.83 - $8.16 $300K - $313K
155K $1.22M
BR
Broadridge Financial Solutions, Inc.

Technology
763
+ 8.2%
$209.64 - $236.44 $160K - $180K
10.1K $2.28M
UPST
Upstart Holdings, Inc.

Financial Services
1.92K
+ 26.49%
$37.78 - $84.46 $72.7K - $163K
9.19K $565K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.98K
+ 106.7%
$74.68 - $81.45 $298K - $324K
7.72K $577K
JHML
John Hancock Multifactor Large

ETFs
3.1K
+ 1.2%
$68.78 - $73.44 $213K - $228K
261K $18.2M
FTLS
First Tr Long/Short Equity ETF

ETFs
2.81K
+ 7.82%
$63.1 - $67.29 $177K - $189K
38.7K $2.55M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
9.07K
+ 137.41%
$30.04 - $33.26 $272K - $302K
15.7K $471K
CAH
Cardinal Health Inc

Healthcare
1.21K
+ 7.61%
$107.89 - $125.33 $130K - $151K
17.1K $2.02M
MLPX
Global X Mlp & Energy Infrastr

ETFs
2.71K
+ 16.09%
$54.89 - $64.32 $149K - $174K
19.6K $1.18M
WDAY
Workday, Inc.

Technology
481
+ 4.67%
$233.85 - $279.91 $112K - $135K
10.8K $2.78M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
18.4K
+ 58.59%
$18.2 - $27.01 $334K - $496K
49.7K $1.07M
TTC
Toro CO

Industrials
3.47K
+ 145.19%
$80.1 - $88.44 $278K - $307K
5.87K $469K
IAPR
Innovator Etfs Tr Internationa

ETFs
12.7K
+ 27.32%
$26.66 - $28.18 $338K - $358K
59.1K $1.58M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
15.7K
+ 95.2%
$12.27 - $15.41 $192K - $241K
32.1K $465K
ESGA
American Centy ETF Tr Sustaina

Technology
3.54K
+ 13.8%
$68.91 - $73.51 $244K - $260K
29.2K $2.06M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
4.59K
+ 12.11%
$42.89 - $48.05 $197K - $220K
42.5K $1.91M
NDAQ
Nasdaq, Inc.

Financial Services
1.47K
+ 4.52%
$70.87 - $83.05 $104K - $122K
34K $2.63M
TDG
Trans Digm Group Inc

Industrials
502
+ 21.04%
$1239.0 - $1442.53 $622K - $724K
2.89K $3.66M
FNGS
Bank Of Montreal

ETFs
3.06K
+ 31.86%
$48.38 - $60.6 $148K - $185K
12.7K $725K
BTI
British American Tobacco P.L.C.

Consumer Defensive
7.26K
+ 12.85%
$34.25 - $37.94 $249K - $276K
63.8K $2.32M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
9.61K
+ 16.29%
$9.71 - $15.34 $93.3K - $147K
68.6K $911K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
9.88K
+ 14.53%
$25.35 - $25.53 $250K - $252K
77.8K $1.98M
MINO
Pimco ETF Tr Municipal Income

ETFs
5.68K
+ 89.02%
$44.94 - $46.07 $255K - $262K
12.1K $543K
VRT
Vertiv Holdings CO

Industrials
2.85K
+ 10.9%
N/A
29K $2.51M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
36.2K
+ 330.71%
$7.17 - $12.28 $260K - $444K
47.1K $348K
GPN
Global Payments Inc

Industrials
955
+ 6.59%
$97.57 - $119.38 $93.2K - $114K
15.4K $1.73M
SNAP
Snap Inc

Communication Services
22.3K
+ 85.7%
$9.98 - $12.86 $222K - $287K
48.3K $520K
WFRD
Weatherford International PLC

Energy
3.91K
+ 137.01%
$67.1 - $94.33 $262K - $369K
6.76K $484K
VRIG
Invesco Actively Managed ETF F

ETFs
9.38K
+ 21.5%
$25.06 - $25.2 $235K - $236K
53K $1.33M
IWS
Ishares Russell Midcap Value E

ETFs
5.77K
+ 3.28%
$128.08 - $140.32 $738K - $809K
182K $23.5M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
2.83K
+ 12.83%
$102.08 - $110.92 $288K - $313K
24.9K $2.55M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
2.61K
+ 2.34%
$50.07 - $52.35 $131K - $137K
114K $5.87M
PRN
Invesco Dwa Industrials Moment

ETFs
1.49K
+ 66.49%
$151.92 - $177.75 $227K - $265K
3.74K $574K
MEAR
Blackrock Short Maturity Munic

ETFs
4.76K
+ 26.73%
$49.94 - $50.28 $238K - $239K
22.6K $1.13M
FOUR
Shift4 Payments, Inc.

Technology
908
+ 10.03%
$88.26 - $114.95 $80.1K - $104K
9.96K $1.03M
DRI
Darden Restaurants Inc

Consumer Cyclical
271
+ 3.43%
$155.96 - $188.66 $42.3K - $51.1K
8.18K $1.53M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.74K
+ 7.36%
$115.08 - $119.55 $431K - $447K
54.6K $6.31M
CACI
Caci International Inc

Technology
529
+ 26.92%
N/A
2.49K $1.07M
TRP
Tc Energy Corp

Energy
4.96K
+ 86.13%
$44.03 - $50.23 $218K - $249K
10.7K $498K
FXD
First Tr Exchange Traded Fd

ETFs
3.31K
+ 54.33%
$62.05 - $68.52 $206K - $227K
9.41K $608K
RFG
Invesco Exchange Traded Fd Tr

ETFs
4.76K
+ 49.89%
$47.9 - $53.39 $228K - $254K
14.3K $692K
CBZ
Cbiz, Inc.

Industrials
21
+ 0.14%
$63.78 - $83.43 $1.34K - $1.75K
15.1K $1.23M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
39.2K
+ 124.02%
$5.64 - $5.93 $221K - $233K
70.9K $403K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
218
+ 7.92%
$338.38 - $446.21 $73.8K - $97.3K
2.97K $1.29M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
3.57K
+ 4.34%
$40.18 - $41.59 $144K - $149K
85.8K $3.54M
XEL
Xcel Energy Inc

Utilities
1.65K
+ 3.42%
$62.16 - $72.92 $103K - $121K
49.9K $3.37M
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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