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
UNP
Union Pacific Corp

Industrials
1.69K
+ 1.76%
$223.15 - $249.32 $378K - $422K
98K $22.3M
AMAT
Applied Materials Inc

Technology
3.91K
+ 7.63%
$161.44 - $213.89 $632K - $837K
55.2K $8.98M
AGOX
Starboard Invt Tr

ETFs
66.4K
+ 3.46%
$27.16 - $30.0 $1.8M - $1.99M
1.99M $54M
FVD
First Tr Value Line Divid Inde

ETFs
7.19K
+ 0.73%
$43.4 - $46.7 $312K - $336K
989K $43.1M
EFG
Msci Eafe Growth ETF

ETFs
23.7K
+ 6.39%
$96.83 - $106.88 $2.3M - $2.54M
395K $38.3M
NEE
Nextera Energy Inc

Utilities
54K
+ 11.99%
$69.77 - $85.43 $3.77M - $4.61M
504K $36.2M
CAT
Caterpillar Inc

Industrials
6.48K
+ 4.11%
$360.37 - $416.88 $2.33M - $2.7M
164K $59.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
71.4K
+ 6.48%
$58.88 - $64.8 $4.2M - $4.62M
1.17M $69.1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
52
+ 0.78%
$701.85 - $1046.91 $36.5K - $54.4K
6.74K $4.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.03K
+ 3.5%
$501.29 - $612.85 $514K - $629K
30.4K $15.8M
IEFA
Ishares Tr

ETFs
42.1K
+ 6.04%
$70.06 - $77.43 $2.95M - $3.26M
739K $51.9M
VEA
Vanguard Ftse Developed Market

ETFs
51.6K
+ 4.8%
$47.57 - $52.44 $2.45M - $2.7M
1.13M $53.8M
SCHV
Schwab Strategic Tr Us Large C

ETFs
467K
+ 168.16%
$25.79 - $80.4 $12M - $37.5M
744K $19.4M
NVO
Novo Nordisk A S

Healthcare
13.7K
+ 10.97%
$85.0 - $120.04 $1.17M - $1.65M
139K $12M
DHR
Danaher Corp

Healthcare
3.99K
+ 4.82%
$226.16 - $274.52 $902K - $1.1M
86.8K $19.9M
AMD
Advanced Micro Devices Inc

Technology
20K
+ 15.67%
$118.88 - $172.8 $2.38M - $3.46M
148K $17.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
9.75K
+ 7.17%
$25.74 - $53.78 $251K - $524K
146K $3.76M
MRK
Merck & Co., Inc.

Healthcare
6.74K
+ 2.18%
$96.31 - $114.76 $649K - $773K
316K $31.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
37.7K
+ 19.07%
$18.41 - $40.87 $694K - $1.54M
235K $4.35M
UNH
Unitedhealth Group Inc

Healthcare
4.09K
+ 4.35%
$485.52 - $625.25 $1.98M - $2.56M
98K $49.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.1M
+ 196.62%
$26.93 - $84.95 $83.4M - $263M
4.67M $128M
FNDX
Schwab Fundamental U S Large C

ETFs
707K
+ 151.31%
$23.49 - $71.77 $16.6M - $50.7M
1.17M $27.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.64M
+ 237.71%
$25.93 - $105.3 $42.4M - $172M
2.32M $64.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
68.2K
+ 30.31%
$22.4 - $68.28 $1.53M - $4.66M
293K $6.8M
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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