Kestra Advisory Services, LLC Incresed Positions in Q3 2025

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PNC
Pnc Financial Services Group, Inc.

Financial Services
22.5K
+ 21.35%
$185.88 - $207.44 $4.18M - $4.66M
128K $25.7M
AVEM
American Centy ETF Tr Avantis

ETFs
77K
+ 207.17%
$68.33 - $75.41 $5.26M - $5.8M
114K $8.57M
ITW
Illinois Tool Works Inc

Industrials
19.8K
+ 31.44%
$252.31 - $269.41 $5.01M - $5.35M
82.9K $21.6M
PFE
Pfizer Inc

Healthcare
167K
+ 11.86%
$23.29 - $25.88 $3.89M - $4.33M
1.58M $40.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
11.1K
+ 31.54%
$435.72 - $463.74 $4.84M - $5.15M
46.4K $21.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
119K
+ 21.57%
$46.37 - $47.77 $5.5M - $5.67M
669K $31.8M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
167K
+ 315.29%
$33.07 - $34.84 $5.52M - $5.81M
220K $7.66M
IWP
Ishares Russell Mid Cap Growth

ETFs
38K
+ 30.77%
$137.51 - $145.26 $5.23M - $5.52M
162K $23M
GLW
Corning Inc

Technology
44.8K
+ 64.2%
$51.6 - $82.03 $2.31M - $3.68M
115K $9.41M
AVUV
American Centy ETF Tr Avantis

ETFs
49.4K
+ 52.29%
$90.37 - $102.12 $4.46M - $5.04M
144K $14.3M
PANW
Palo Alto Networks Inc

Technology
27.6K
+ 27.83%
$167.06 - $208.19 $4.61M - $5.75M
127K $25.8M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
57.4K
+ 8.64%
$59.61 - $63.09 $3.42M - $3.62M
722K $45.4M
AEP
American Electric Power CO Inc

Utilities
44.5K
+ 79.46%
$103.26 - $115.0 $4.59M - $5.11M
100K $11.3M
LMT
Lockheed Martin Corp

Industrials
6.17K
+ 9.58%
$410.74 - $499.21 $2.54M - $3.08M
70.6K $35.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
160K
+ 1483.4%
$30.13 - $33.37 $4.82M - $5.34M
171K $5.7M
LVS
Las Vegas Sands Corp

Consumer Cyclical
96.3K
+ 655.64%
$47.38 - $57.71 $4.56M - $5.56M
111K $5.97M
NVS
Novartis Ag

Healthcare
39.7K
+ 133.54%
$113.5 - $129.73 $4.5M - $5.15M
69.4K $8.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
13.1K
+ 19.81%
$276.51 - $305.12 $3.63M - $4.01M
79.5K $23.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
97.5K
+ 52.11%
$42.26 - $47.16 $4.12M - $4.6M
285K $13.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
38.5K
+ 4.73%
$62.09 - $66.51 $2.39M - $2.56M
853K $55.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
64.9K
+ 39.15%
$78.11 - $79.07 $5.07M - $5.13M
231K $18.2M
GE
General Electric CO

Industrials
9.39K
+ 18.27%
$244.75 - $305.63 $2.3M - $2.87M
60.8K $18.3M
DIS
Walt Disney CO

Communication Services
58.2K
+ 33.99%
$112.25 - $124.0 $6.54M - $7.22M
230K $26.3M
ASML
Asml Holding Nv

Technology
2.24K
+ 13.01%
$689.63 - $968.09 $1.54M - $2.17M
19.5K $18.8M
RGTI
Rigetti Computing, Inc.

Technology
145K
+ 381.44%
$11.33 - $32.1 $1.64M - $4.64M
182K $5.43M
XLG
Invesco Exchange Traded Fd Tr

ETFs
55.9K
+ 17.35%
$51.78 - $57.89 $2.9M - $3.24M
378K $21.8M
FQAL
Fidelity Covington Tr Quality

ETFs
24.5K
+ 4.03%
$69.69 - $74.72 $1.71M - $1.83M
633K $47.3M
CVX
Chevron Corp

Energy
7.34K
+ 2.39%
$145.57 - $161.83 $1.07M - $1.19M
315K $48.9M
AVUS
American Centy ETF Tr Avantis

ETFs
31.6K
+ 18.1%
$101.2 - $109.16 $3.2M - $3.45M
206K $22.4M
BX
Blackstone Inc.

Financial Services
8.38K
+ 5.28%
$152.77 - $188.68 $1.28M - $1.58M
167K $28.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
47.9K
+ 13.29%
$85.01 - $90.35 $4.07M - $4.33M
408K $36.5M
PAVE
Global X Fds Us Infrastructure

ETFs
46.6K
+ 7.69%
$44.02 - $47.63 $2.05M - $2.22M
652K $31.1M
PKG
Packaging Corp Of America

Consumer Cyclical
19.2K
+ 164.83%
$191.41 - $220.25 $3.68M - $4.23M
30.9K $6.73M
SPG
Simon Property Group Inc

Real Estate
20.5K
+ 82.98%
$159.93 - $187.67 $3.27M - $3.84M
45.1K $8.47M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
11.8K
+ 13.4%
$236.25 - $257.69 $2.79M - $3.04M
99.8K $25.6M
ORI
Old Republic International Corp

Financial Services
103K
+ 896.1%
$35.74 - $42.47 $3.67M - $4.36M
114K $4.85M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
87.6K
+ 143.04%
$50.08 - $50.37 $4.39M - $4.41M
149K $7.48M
RWL
Invesco Exchange Traded Fd Tr

ETFs
20.8K
+ 6.67%
$102.17 - $110.66 $2.12M - $2.3M
332K $36.7M
FCG
First Tr Exchange Traded Fd

ETFs
181K
+ 438.94%
$22.47 - $24.38 $4.07M - $4.42M
223K $5.23M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.28K
+ 1.58%
$275.84 - $326.36 $354K - $419K
82.3K $26.9M
HOOD
Robinhood Markets, Inc.

Technology
4.34K
+ 5.91%
$91.27 - $143.18 $396K - $622K
77.8K $11.1M
MUB
Ishares National Muni Bond ETF

ETFs
34.7K
+ 15.72%
$103.24 - $106.68 $3.58M - $3.7M
255K $27.2M
QBTS
D Wave Quantum Inc.

Technology
140K
+ 281.43%
$14.81 - $27.72 $2.08M - $3.89M
190K $4.7M
PULS
Pgim ETF Tr

ETFs
78.7K
+ 66.13%
$49.58 - $49.83 $3.9M - $3.92M
198K $9.85M
NI
Nisource Inc.

Utilities
90.2K
+ 1267.4%
$39.0 - $43.33 $3.52M - $3.91M
97.3K $4.22M
DFAI
Dimensional ETF Tr

ETFs
89.1K
+ 22.98%
$34.05 - $36.55 $3.03M - $3.26M
477K $17.3M
AMD
Advanced Micro Devices Inc

Technology
8.37K
+ 6.48%
$134.8 - $184.42 $1.13M - $1.54M
138K $22.3M
AVLV
American Centy ETF Tr Avantis
27.4K
+ 5.8%
$68.33 - $72.69 $1.87M - $1.99M
500K $36.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
89.1K
+ 17.48%
$30.76 - $33.01 $2.74M - $2.94M
599K $19.6M
Activity Summary
Buys All Purchases 1621 New Holdings 252 Increased Positions 1369 Sells All Sells 1208 Reductions 1208 Sold out 0 Options Calls 6 Puts 3
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