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
TAP
Molson Coors Beverage CO

Consumer Defensive
3.94K
+ 10.33%
$53.97 - $63.88 $212K - $251K
42K $2.41M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
3.64K
+ 20.13%
$51.33 - $58.78 $187K - $214K
21.7K $1.17M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
17.9K
+ 10.26%
$21.43 - $22.55 $384K - $404K
193K $4.15M
LEU
Centrus Energy Corp

Energy
1.76K
+ 21.48%
$55.8 - $109.53 $98.3K - $193K
9.96K $663K
SLF
Sun Life Financial Inc

Financial Services
3.21K
+ 19.59%
$55.43 - $62.69 $178K - $201K
19.6K $1.16M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.61K
+ 4.39%
$104.59 - $118.05 $168K - $190K
38.3K $4.16M
FXU
First Tr Exchange Traded Fd Ut

ETFs
5.63K
+ 106.67%
$37.15 - $41.12 $209K - $232K
10.9K $413K
BSEP
Innovator U.S. Equity Buffer E

ETFs
3.54K
+ 5.01%
$41.8 - $43.67 $148K - $154K
74.2K $3.18M
MGV
Vanguard Mega Cap Value

ETFs
9.74K
+ 3.25%
$124.06 - $133.48 $1.21M - $1.3M
309K $38.6M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
26.7K
+ 62.78%
$8.1 - $9.04 $216K - $241K
69.2K $573K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
545
+ 0.45%
$69.3 - $74.3 $37.8K - $40.5K
122K $8.71M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
13K
+ 65.92%
$17.87 - $19.48 $232K - $253K
32.7K $588K
MARA
Marathon Digital Holdings, Inc.

Financial Services
8.97K
+ 35.24%
N/A
34.4K $776K
RE
Everest Re Group LTD

Financial Services
547
+ 16.5%
N/A
3.86K $1.43M
HYLB
Xtrackers Usd High Yield Corp

ETFs
6.59K
+ 15.11%
$35.95 - $36.76 $237K - $242K
50.2K $1.81M
FRI
First Tr S&P Reit Index Fd

ETFs
8.01K
+ 99.49%
$26.74 - $30.19 $214K - $242K
16.1K $439K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.5K
+ 6.66%
$107.41 - $115.71 $161K - $173K
24K $2.64M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.98K
+ 25.12%
$50.67 - $50.9 $202K - $203K
19.8K $1.01M
FSS
Federal Signal Corp

Industrials
2.14K
+ 94.95%
$81.56 - $99.7 $175K - $214K
4.4K $406K
CRK
Comstock Resources Inc

Energy
1.48K
+ 6.25%
$11.15 - $18.92 $16.4K - $27.9K
25.1K $456K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
9.9K
+ 34.05%
$26.16 - $29.13 $259K - $288K
39K $1.02M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
4.92K
+ 12.53%
$47.98 - $49.47 $236K - $243K
44.2K $2.13M
FTHI
First Trust Exchange Traded Fd

ETFs
7.59K
+ 12.45%
$22.89 - $24.02 $174K - $182K
68.5K $1.59M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
2.24K
+ 22.4%
$86.6 - $95.01 $194K - $212K
12.2K $1.08M
KRE
Spdr S&P Regional Banking ETF

ETFs
2.55K
+ 27.43%
$54.6 - $68.9 $139K - $175K
11.8K $714K
GNMA
Ishares Gnma Bond ETF

ETFs
4.59K
+ 83.86%
$42.8 - $44.74 $197K - $206K
10.1K $432K
RUM
Rumble Inc.

Technology
6.62K
+ 50.37%
$5.18 - $16.27 $34.3K - $108K
19.8K $257K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
4.44K
+ 9.32%
$28.37 - $30.25 $126K - $134K
52.1K $1.55M
CMF
Ishares California Muni Bond E

ETFs
4.5K
+ 5.04%
$56.66 - $58.1 $255K - $261K
93.8K $5.37M
NTNX
Nutanix, Inc.

Technology
2.88K
+ 72.63%
$56.46 - $73.18 $163K - $211K
6.86K $419K
SRE
Sempra Energy

Utilities
1.18K
+ 6.03%
$80.81 - $94.77 $95.4K - $112K
20.8K $1.82M
FXG
First Tr Exchange Traded First

ETFs
3.61K
+ 31.71%
$63.7 - $70.06 $230K - $253K
15K $961K
NYF
Ishares New York Muni Bond ETF

ETFs
3.52K
+ 94.8%
$52.85 - $54.34 $186K - $191K
7.23K $384K
AVDV
American Centy ETF Tr Avantis

ETFs
4.69K
+ 21.16%
$63.85 - $70.4 $300K - $330K
26.9K $1.75M
EME
Emcor Group, Inc.

Industrials
217
+ 6.13%
$427.96 - $526.95 $92.9K - $114K
3.76K $1.71M
FYC
First Trust Small Cap Growth A

ETFs
1.73K
+ 11.32%
$72.19 - $84.64 $125K - $147K
17K $1.32M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.09K
+ 11.65%
$89.01 - $96.24 $186K - $201K
20K $1.79M
FTC
First Tr Lge Cap Growth

ETFs
797
+ 7.06%
$130.13 - $149.09 $104K - $119K
12.1K $1.66M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
17.9K
+ 8.47%
$20.28 - $21.2 $362K - $379K
229K $4.66M
WELL
Welltower Inc.

Real Estate
1.67K
+ 10.5%
$123.11 - $139.3 $206K - $233K
17.6K $2.22M
CROX
Crocs, Inc.

Consumer Cyclical
3.17K
+ 65.54%
$96.51 - $141.93 $306K - $450K
8K $876K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.27K
+ 46.15%
$25.06 - $25.59 $182K - $186K
23K $579K
RF
Regions Financial Corp

Financial Services
6.96K
+ 12.4%
$22.45 - $27.47 $156K - $191K
63.1K $1.48M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
3.45K
+ 66.25%
$50.34 - $56.61 $174K - $195K
8.65K $443K
BJUN
Innovator U.S. Equity Buffer E

ETFs
4.44K
+ 20.08%
N/A
26.6K $1.04M
HYG
Ishares Tr

ETFs
7.31K
+ 3.01%
$78.09 - $80.04 $570K - $585K
250K $19.7M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
3.41K
+ 5.93%
$83.21 - $88.08 $283K - $300K
60.8K $5.19M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
2.93K
+ 6.07%
$41.53 - $42.95 $122K - $126K
51.1K $2.18M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.8K
+ 74.76%
$101.82 - $114.06 $184K - $206K
4.22K $435K
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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