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
SPMD
Spdr Portfolio

ETFs
1.29K
+ 7.33%
$54.13 - $59.56 $69.7K - $76.7K
18.9K $1.03M
WAT
Waters Corp

Healthcare
119
+ 4.81%
$323.11 - $392.01 $38.5K - $46.6K
2.59K $961K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
690
+ 37.62%
$109.14 - $121.63 $75.3K - $83.9K
2.52K $277K
BME
Black Rock Health Sciences Trust

Financial Services
4.46K
+ 17.9%
$36.92 - $42.26 $165K - $188K
29.4K $1.11M
EPAM
Epam Systems, Inc.

Technology
376
+ 17.56%
N/A
2.52K $467K
MEDP
Medpace Holdings, Inc.

Healthcare
218
+ 10.43%
$308.93 - $363.58 $67.3K - $79.3K
2.31K $767K
CEG
Constellation Energy Corp

Utilities
4.2K
+ 16.84%
$224.28 - $285.52 $943K - $1.2M
29.2K $6.56M
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.29K
+ 5.11%
$46.75 - $47.8 $107K - $110K
47.1K $2.21M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
7.67K
+ 15.97%
$21.96 - $24.21 $168K - $186K
55.7K $1.24M
UTHR
United Therapeutics Corp

Healthcare
209
+ 22.05%
$348.66 - $410.0 $72.9K - $85.7K
1.16K $408K
BWXT
Bwx Technologies, Inc.

Industrials
552
+ 26.55%
$111.39 - $133.28 $61.5K - $73.6K
2.63K $293K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
852
+ 2.32%
$57.47 - $61.21 $49K - $52.2K
37.6K $2.21M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
4.56K
+ 12.73%
$18.41 - $18.97 $84K - $86.5K
40.4K $746K
FTI
Technip Fmc PLC

Energy
1.63K
+ 21.05%
$25.16 - $31.95 $41K - $52K
9.37K $271K
ROKU
Roku, Inc

Communication Services
915
+ 18.87%
$64.08 - $84.12 $58.6K - $77K
5.76K $428K
FEX
First Tr Large Cap Core Alphde

ETFs
612
+ 3.33%
$103.29 - $112.88 $63.2K - $69.1K
19K $1.98M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
764
+ 22.42%
$71.55 - $82.8 $54.7K - $63.3K
4.17K $313K
ZG
Zillow Group, Inc.

Communication Services
159
+ 2.62%
$56.08 - $82.33 $8.92K - $13.1K
6.24K $442K
WTW
Willis Towers Watson PLC

Financial Services
100
+ 4.98%
$287.99 - $332.53 $28.8K - $33.3K
2.11K $657K
FMF
First Trust Managed Futures St

ETFs
1.34K
+ 10.76%
$46.63 - $49.57 $62.7K - $66.6K
13.8K $658K
WBIY
Absolute Shs Tr Wbi Pwr Factor

ETFs
2.58K
+ 32.68%
$29.55 - $32.67 $76.3K - $84.3K
10.5K $311K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
1.01K
+ 7.07%
$51.94 - $55.55 $52.3K - $55.9K
15.2K $812K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
858
+ 1.5%
$32.84 - $33.81 $28.2K - $29K
58.1K $1.95M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
1.46K
+ 9.84%
$34.72 - $35.93 $50.8K - $52.5K
16.3K $582K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
6.8K
+ 61.38%
$9.82 - $10.6 $66.8K - $72.1K
17.9K $180K
ACM
Aecom

Industrials
466
+ 13.5%
$101.97 - $116.97 $47.5K - $54.5K
3.92K $418K
RFV
Invesco Exchange Traded Fd Tr

ETFs
430
+ 12.45%
$116.09 - $131.23 $49.9K - $56.4K
3.89K $471K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
7.19K
+ 10.87%
$33.43 - $36.52 $240K - $262K
73.3K $2.47M
CSM
Proshares Large Cap Core Plus

ETFs
496
+ 1.36%
$64.59 - $69.02 $32K - $34.2K
37K $2.45M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
4.45K
+ 8.68%
$20.56 - $21.33 $91.4K - $94.9K
55.7K $1.14M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
174
+ 12.13%
$131.85 - $172.52 $22.9K - $30K
1.61K $263K
IR
Ingersoll Rand Inc.

Industrials
2.7K
+ 11.25%
$90.46 - $105.35 $245K - $285K
26.7K $2.42M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
562
+ 2.09%
$84.34 - $95.14 $47.4K - $53.5K
27.5K $2.4M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
1.53K
+ 9.97%
$31.55 - $32.84 $48.4K - $50.3K
16.9K $547K
HYMU
Blackrock ETF Tr Ii High Yield
2.83K
+ 27.4%
$22.59 - $23.2 $64K - $65.7K
13.2K $298K
THG
Hanover Insurance Group, Inc.

Financial Services
314
+ 20.95%
$144.81 - $165.01 $45.5K - $51.8K
1.81K $280K
IMO
Imperial Oil LTD

Energy
1.68K
+ 33.23%
$61.13 - $79.21 $102K - $133K
6.72K $413K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.49K
+ 23.09%
$46.52 - $48.32 $69.3K - $72K
7.94K $370K
TLRY
Tilray Brands, Inc.

Healthcare
87.1K
+ 64.65%
$1.16 - $1.77 $101K - $154K
222K $294K
CRSP
Crispr Therapeutics Ag

Healthcare
3.84K
+ 31.59%
$38.65 - $55.15 $149K - $212K
16K $630K
FDT
First Trust Developed Markets

ETFs
2.07K
+ 13.83%
$53.27 - $57.72 $110K - $120K
17.1K $922K
IQDF
Flexshares International Quali

ETFs
8.17K
+ 18.75%
$23.12 - $26.48 $189K - $216K
51.7K $1.2M
LYV
Live Nation Entertainment, Inc.

Communication Services
97
+ 4.39%
$109.06 - $140.54 $10.6K - $13.6K
2.31K $298K
TTEK
Tetra Tech Inc

Industrials
2.68K
+ 39.37%
$39.8 - $50.52 $107K - $135K
9.5K $378K
DBO
Invesco Db Oil Fund

ETFs
3.05K
+ 8.57%
$13.84 - $15.7 $42.2K - $47.8K
38.6K $552K
SEE
Sealed Air Corp

Consumer Cyclical
2.33K
+ 25.31%
$33.59 - $37.3 $78.4K - $87.1K
11.6K $390K
FDM
First Trust Dow Jones Select M

ETFs
602
+ 17.1%
$62.59 - $73.1 $37.7K - $44K
4.12K $280K
CHW
Calamos Global Dynamic Income Fund

Financial Services
10.8K
+ 24.96%
$6.75 - $7.33 $72.9K - $79.1K
54.1K $364K
FE
Firstenergy Corp

Utilities
4.24K
+ 16.88%
$39.14 - $44.52 $166K - $189K
29.3K $1.17M
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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