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
UFPI
Ufp Industries Inc

Basic Materials
124
+ 1.24%
$112.19 - $139.02 $13.9K - $17.2K
10.1K $1.14M
TECH
Bio Techne Corp

Healthcare
889
+ 2.9%
$66.37 - $78.17 $59K - $69.5K
31.6K $2.28M
AVY
Avery Dennison Corp

Industrials
103
+ 1.71%
$186.26 - $220.48 $19.2K - $22.7K
6.14K $1.15M
EPP
Ishares Inc

ETFs
12.9K
+ 8.59%
$43.59 - $49.13 $563K - $635K
163K $7.16M
PHO
Invesco Exchange Traded Fd Tr

ETFs
2.34K
+ 3.21%
$65.79 - $72.14 $154K - $169K
75.3K $4.96M
LEN
Lennar Corp

Consumer Cyclical
3.45K
+ 25.67%
$136.2 - $188.96 $470K - $653K
16.9K $2.31M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
1.02K
+ 2.19%
$62.71 - $68.47 $64.2K - $70K
47.8K $3.01M
STX
Seagate Technology Holdings PLC

Technology
2.98K
+ 14.45%
$86.31 - $112.64 $257K - $335K
23.6K $2.03M
HRB
H&R Block Inc

Consumer Cyclical
803
+ 3.23%
$52.14 - $63.36 $41.9K - $50.9K
25.7K $1.36M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
611
+ 0.31%
$20.04 - $22.53 $12.2K - $13.8K
197K $3.99M
SWK
Stanley Black & Decker, Inc.

Industrials
685
+ 6.38%
$79.07 - $109.36 $54.2K - $74.9K
11.4K $916K
OLED
Universal Display Corp Pa

Technology
373
+ 7.39%
$146.2 - $213.81 $54.5K - $79.8K
5.42K $791K
BKCI
Bny Mellon ETF Tr Concentrated
2.73K
+ 4.15%
$47.55 - $53.33 $130K - $146K
68.5K $3.26M
KMB
Kimberly Clark Corp

Consumer Defensive
1.17K
+ 3.09%
$130.37 - $146.09 $153K - $171K
39.1K $5.12M
KLAC
Kla Corp

Technology
967
+ 15.51%
$614.46 - $829.55 $594K - $802K
7.2K $4.54M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2.27K
+ 0.69%
$17.21 - $18.41 $39.1K - $41.8K
330K $5.69M
TSCO
Tractor Supply CO

Consumer Cyclical
131K
+ 429.74%
$52.59 - $303.74 $6.88M - $39.8M
161K $8.56M
ITW
Illinois Tool Works Inc

Industrials
875
+ 1.37%
$253.56 - $278.5 $222K - $244K
64.6K $16.4M
SCHR
Schwab Intermediate Term Us Tr

ETFs
66.1K
+ 89.81%
$24.19 - $50.58 $1.6M - $3.34M
140K $3.39M
EMN
Eastman Chemical CO

Basic Materials
1.08K
+ 5.01%
$90.03 - $110.64 $97.2K - $119K
22.6K $2.07M
TOL
Toll Brothers, Inc.

Consumer Cyclical
15
+ 0.12%
$123.8 - $167.8 $1.86K - $2.52K
12.7K $1.6M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
3.17K
+ 1.71%
$26.65 - $29.34 $84.6K - $93.1K
189K $5.11M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
78
+ 0.34%
$49.78 - $66.55 $3.88K - $5.19K
23.4K $1.17M
SCHO
Schwab Short Term Us Treasury

ETFs
4.76K
+ 24.35%
$24.06 - $48.88 $115K - $233K
24.3K $584K
FIW
First Trust Water ETF

ETFs
1.16K
+ 1.67%
$102.02 - $110.91 $118K - $129K
70.6K $7.21M
HCA
Hca Healthcare, Inc.

Healthcare
757
+ 13.02%
$297.52 - $415.61 $225K - $315K
6.57K $1.97M
BHP
Bhp Group LTD

Basic Materials
5.45K
+ 10.19%
$48.78 - $62.43 $266K - $340K
58.9K $2.88M
EFV
Msci Eafe Value ETF

ETFs
33.4K
+ 7.69%
$51.78 - $57.15 $1.73M - $1.91M
468K $24.6M
AMT
American Tower Corp

Real Estate
4.68K
+ 17.24%
$179.4 - $232.01 $839K - $1.08M
31.8K $5.83M
ERIE
Erie Indemnity CO

Financial Services
501
+ 9.22%
$401.65 - $542.86 $201K - $272K
5.94K $2.45M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
37.9K
+ 6.69%
$44.04 - $49.49 $1.67M - $1.88M
604K $26.6M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
84K
+ 10.89%
$18.62 - $22.39 $1.56M - $1.88M
855K $16.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15.2K
+ 1.87%
$174.22 - $187.62 $2.64M - $2.85M
827K $145M
FSLR
First Solar, Inc.

Technology
209
+ 2.63%
$175.88 - $240.66 $36.8K - $50.3K
8.17K $1.44M
MU
Micron Technology Inc

Technology
23.5K
+ 17.96%
$84.16 - $113.41 $1.98M - $2.67M
154K $13M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
13.7K
+ 3.99%
$32.68 - $36.28 $447K - $496K
356K $11.6M
CARR
Carrier Global Corp

Industrials
7.3K
+ 7.74%
$66.69 - $82.65 $487K - $604K
102K $6.94M
ED
Consolidated Edison Inc

Utilities
2.1K
+ 3.7%
$88.87 - $107.38 $187K - $225K
58.8K $5.25M
CGXU
Capital Group Intl Focus Equit

ETFs
50.6K
+ 5.94%
$24.67 - $26.94 $1.25M - $1.36M
903K $22.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
18.1K
+ 5.34%
$57.29 - $63.1 $1.04M - $1.14M
357K $20.5M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
12.5K
+ 5.47%
$64.85 - $73.04 $811K - $913K
241K $15.8M
AZN
Astrazeneca PLC

Healthcare
673
+ 0.83%
$63.2 - $79.58 $42.5K - $53.6K
82.1K $5.38M
CI
Cigna Corp

Healthcare
411
+ 2.52%
$265.59 - $358.58 $109K - $147K
16.8K $4.63M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
868
+ 0.13%
$69.58 - $74.87 $60.4K - $65K
679K $47.5M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
31.5K
+ 42.56%
$22.63 - $47.53 $713K - $1.5M
106K $2.4M
MCD
Mcdonalds Corp

Consumer Cyclical
2.82K
+ 1.96%
$288.47 - $316.54 $812K - $891K
147K $42.5M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
22.2K
+ 2.46%
$43.84 - $48.76 $974K - $1.08M
926K $40.7M
DHI
Horton D R Inc

Consumer Cyclical
550
+ 2.03%
$137.24 - $194.56 $75.5K - $107K
27.6K $3.86M
ADBE
Adobe Inc.

Technology
3.03K
+ 8.22%
$437.39 - $552.96 $1.33M - $1.68M
40K $17.8M
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
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