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
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1K
+ 7.17%
$46.33 - $48.6 $46.5K - $48.8K
15K $697K
PEBO
Peoples Bancorp Inc

Financial Services
60
+ 0.6%
$28.88 - $36.02 $1.73K - $2.16K
10.1K $318K
DGX
Quest Diagnostics Inc

Healthcare
121
+ 0.94%
N/A
13K $1.78M
SPTS
Spdr Portfolio Short Term Trea

ETFs
759
+ 6.3%
$28.88 - $29.33 $21.9K - $22.3K
12.8K $371K
MP
Mp Materials Corp.

Basic Materials
3.51K
+ 18.91%
$15.6 - $23.11 $54.7K - $81K
22K $343K
MRC
Mrc Global Inc.

Energy
1.2K
+ 6.21%
$12.11 - $14.44 $14.5K - $17.3K
20.5K $262K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
941
+ 10.48%
$37.83 - $40.57 $35.6K - $38.2K
9.92K $375K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
372
+ 10.06%
$63.15 - $75.4 $23.5K - $28K
4.07K $261K
SII
Sprott Inc.

Financial Services
794
+ 5.23%
$41.42 - $47.55 $32.9K - $37.8K
16K $673K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
284
+ 21.8%
$232.27 - $300.43 $66K - $85.3K
1.59K $373K
AWR
American States Water CO

Utilities
677
+ 9.53%
$77.72 - $87.27 $52.6K - $59.1K
7.78K $604K
CMS
Cms Energy Corp

Utilities
607
+ 9.13%
$65.76 - $71.94 $39.9K - $43.7K
7.25K $483K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
740
+ 19.48%
$47.92 - $55.17 $35.5K - $40.8K
4.54K $218K
HRL
Hormel Foods Corp

Consumer Defensive
492
+ 5.1%
$29.21 - $33.55 $14.4K - $16.5K
10.1K $318K
IEO
Ishares Tr

ETFs
263
+ 4.63%
$85.22 - $101.77 $22.4K - $26.8K
5.95K $532K
ASX
Ase Technology Holding Co., Ltd.

Technology
643
+ 3.95%
$9.49 - $10.74 $6.1K - $6.91K
16.9K $170K
PEXL
Pacer Fds Tr Us Export Leaders

ETFs
2.67K
+ 5.32%
$47.96 - $51.34 $128K - $137K
52.8K $2.54M
APPS
Digital Turbine, Inc.

Technology
15.8K
+ 142.63%
$1.21 - $3.7 $19.2K - $58.6K
27K $45K
LNT
Alliant Energy Corp

Utilities
526
+ 4.08%
$56.24 - $63.63 $29.6K - $33.5K
13.4K $793K
HLN
Haleon PLC

Healthcare
6.39K
+ 12.83%
$9.23 - $10.71 $59K - $68.4K
56.2K $537K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
40
+ 3.39%
$174.04 - $205.27 $6.96K - $8.21K
1.22K $219K
WTS
Watts Water Technologies Inc

Industrials
75
+ 6.0%
$190.59 - $221.46 $14.3K - $16.6K
1.32K $269K
RNR
Renaissancere Holdings LTD

Financial Services
157
+ 13.09%
$241.97 - $287.47 $38K - $45.1K
1.36K $337K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
2.11K
+ 10.03%
$10.56 - $11.31 $22.3K - $23.8K
23.1K $248K
SLDP
Solid Power, Inc.

Industrials
1.1K
+ 7.67%
$1.02 - $2.14 $1.12K - $2.35K
15.4K $29K
AINV
Apollo Investment Corp

Financial Services
802
+ 3.79%
N/A
22K $244K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
1
+ 0.01%
$43.37 - $47.65 $43.4 - $47.7
7.91K $358K
CDW
Cdw Corp

Technology
2.15K
+ 30.7%
$171.49 - $225.64 $368K - $484K
9.14K $1.59M
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
342
+ 1.8%
N/A
19.3K $427K
RLY
Ssga Active ETF Tr

ETFs
1.75K
+ 7.67%
$26.85 - $29.18 $46.9K - $51K
24.5K $662K
RFDA
Alps ETF Tr Riverfront Dynamic

ETFs
48
+ 0.82%
$54.24 - $58.67 $2.6K - $2.82K
5.93K $331K
RIGS
Riverfront Strategic Income Fd

ETFs
970
+ 4.46%
$22.67 - $23.54 $22K - $22.8K
22.7K $516K
SNSR
Global X Fds Internet Of Thing

ETFs
129
+ 1.9%
$34.03 - $36.88 $4.39K - $4.76K
6.91K $241K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
745
+ 5.88%
$21.25 - $22.07 $15.8K - $16.4K
13.4K $285K
FNDF
Schwab Fundamental Intl Large

ETFs
2.8K
+ 13.41%
$32.92 - $37.15 $92.3K - $104K
23.7K $787K
SEMI
Columbia ETF Tr I Seligman Sem

ETFs
231
+ 1.93%
$24.33 - $27.31 $5.62K - $6.31K
12.2K $313K
EXC
Exelon Corp

Utilities
7.64K
+ 7.86%
$36.22 - $40.97 $277K - $313K
105K $3.94M
DJD
Invesco Exchange Traded Fd Tr

ETFs
374
+ 4.82%
$50.65 - $54.19 $18.9K - $20.3K
8.13K $412K
TBUX
T Rowe Price Exchange Traded F

ETFs
110
+ 2.71%
$49.52 - $49.88 $5.45K - $5.49K
4.16K $206K
ABEV
Ambev S.A.

Consumer Defensive
7.73K
+ 41.97%
$1.85 - $2.56 $14.3K - $19.8K
26.2K $48K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
70
+ 1.37%
$50.66 - $60.69 $3.55K - $4.25K
5.18K $264K
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
140
+ 1.88%
$38.16 - $40.7 $5.34K - $5.7K
7.58K $291K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
43
+ 0.47%
$101.22 - $107.72 $4.35K - $4.63K
9.2K $941K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.11K
+ 5.0%
$24.94 - $26.14 $52.7K - $55.2K
44.4K $1.11M
CET
Central Securities Corp

Financial Services
127
+ 0.76%
$45.38 - $49.1 $5.76K - $6.24K
16.9K $769K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
809
+ 20.49%
$64.28 - $76.45 $52K - $61.8K
4.76K $306K
FMX
Mexican Economic Development Inc

Consumer Defensive
475
+ 16.48%
$84.71 - $99.68 $40.2K - $47.3K
3.36K $287K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
5.35K
+ 4.31%
$27.8 - $29.05 $149K - $155K
129K $3.61M
AAL
American Airlines Group Inc.

Industrials
146
+ 0.32%
N/A
46K $508K
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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