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
EOSE
Eos Energy Enterprises, Inc.

Industrials
285K
+ 109.77%
$2.15 - $5.17 $612K - $1.47M
544K $2.74M
BNDX
Vanguard Total International B

ETFs
45.5K
+ 20.13%
$48.91 - $50.61 $2.23M - $2.3M
272K $13.3M
HON
Honeywell International Inc

Industrials
750
+ 0.81%
$202.84 - $236.0 $152K - $177K
93.6K $21.1M
VONV
Vanguard Russell 1000 Value Et

ETFs
25.9K
+ 35.24%
$80.87 - $87.69 $2.09M - $2.27M
99.4K $8.08M
MSI
Motorola Solutions, Inc.

Technology
3.91K
+ 36.86%
$449.08 - $504.6 $1.76M - $1.97M
14.5K $6.71M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
46.4K
+ 405.34%
$42.32 - $55.35 $1.96M - $2.57M
57.8K $2.47M
AVDE
American Centy ETF Tr Avantis

ETFs
33.3K
+ 114.25%
$60.9 - $66.69 $2.03M - $2.22M
62.5K $3.83M
MBB
Ishares Tr

ETFs
27.2K
+ 18.22%
$91.26 - $95.82 $2.48M - $2.61M
177K $16.2M
MUB
Ishares National Muni Bond ETF

ETFs
21.4K
+ 10.4%
$105.78 - $108.7 $2.27M - $2.33M
228K $24.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
43.4K
+ 22.51%
$44.33 - $49.55 $1.93M - $2.15M
236K $10.6M
USMC
Principal ETF U S Mega Cap

ETFs
27.8K
+ 59.83%
$56.37 - $61.98 $1.57M - $1.72M
74.2K $4.46M
GM
General Motors CO

Consumer Cyclical
16.8K
+ 15.46%
$44.82 - $60.2 $751K - $1.01M
125K $6.66M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
40.7K
+ 54.85%
$42.25 - $43.54 $1.72M - $1.77M
115K $4.93M
FDMO
Fidelity Covington Tr Momentum

ETFs
24.4K
+ 100.54%
$65.49 - $73.33 $1.6M - $1.79M
48.7K $3.39M
ASML
Asml Holding Nv

Technology
4.52K
+ 46.16%
$658.43 - $872.27 $2.98M - $3.94M
14.3K $9.92M
DOW
Dow Inc.

Basic Materials
97K
+ 65.92%
$39.1 - $55.34 $3.79M - $5.37M
244K $9.8M
FTNT
Fortinet, Inc.

Technology
7.86K
+ 13.58%
$76.49 - $99.21 $601K - $779K
65.7K $6.21M
SUB
Ishares Short Term National Mu

ETFs
16.3K
+ 60.76%
$104.94 - $106.2 $1.71M - $1.73M
43.1K $4.55M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
25.8K
+ 19.25%
$65.67 - $69.79 $1.7M - $1.8M
160K $10.7M
NOCT
Innovator Growth 100 Power Buf

ETFs
32.5K
+ 201.11%
$49.49 - $52.11 $1.61M - $1.7M
48.7K $2.5M
VDE
Vanguard Energy ETF

ETFs
14.2K
+ 52.7%
$116.67 - $136.78 $1.65M - $1.94M
41.1K $4.98M
PKW
Invesco Exchange Traded Fd Tr

ETFs
14.6K
+ 139.96%
$114.02 - $125.22 $1.66M - $1.83M
25K $2.88M
GTO
Invesco Actively Managed ETF T

ETFs
41.6K
+ 31.69%
$46.33 - $48.41 $1.93M - $2.01M
173K $8.02M
PECO
Phillips Edison & Company, Inc.

Real Estate
45.1K
+ 96.63%
$35.96 - $39.8 $1.62M - $1.79M
91.7K $3.44M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
312K
+ 400.82%
$5.34 - $5.65 $1.67M - $1.76M
390K $2.11M
PFFA
Etfis Ser Tr I

ETFs
77.3K
+ 386.52%
$21.82 - $23.21 $1.69M - $1.79M
97.3K $2.13M
FGRO
Fidelity Covington Tr

ETFs
74.4K
+ 6.53%
N/A
1.21M $27.2M
PEAK
Healthpeak Properties, Inc.

Real Estate
86.6K
+ 925.02%
N/A
95.9K $1.82M
GILD
Gilead Sciences, Inc.

Healthcare
10.5K
+ 13.82%
$83.95 - $97.9 $883K - $1.03M
86.6K $8M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
37.5K
+ 60.4%
$41.66 - $43.47 $1.56M - $1.63M
99.6K $4.25M
APP
App Lovin Corp

Technology
1.19K
+ 18.88%
$130.67 - $401.5 $156K - $478K
7.5K $2.43M
BMAR
Innovator U.S. Equity Buffer E

ETFs
33.8K
+ 137.43%
$44.7 - $46.74 $1.51M - $1.58M
58.4K $2.7M
VV
Vanguard Large Cap ETF

ETFs
5.09K
+ 15.61%
$260.27 - $280.65 $1.32M - $1.43M
37.7K $10.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
692
+ 5.85%
$260.53 - $404.79 $180K - $280K
12.5K $4.78M
DELL
Dell Technologies Inc.

Technology
15.2K
+ 27.16%
$111.96 - $144.21 $1.7M - $2.19M
71.1K $8.2M
NKE
Nike, Inc.

Consumer Cyclical
40.2K
+ 34.46%
$73.36 - $89.13 $2.95M - $3.58M
157K $11.9M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
49.2K
+ 20.94%
$26.53 - $28.09 $1.3M - $1.38M
284K $7.82M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
31K
+ 25.95%
$50.73 - $51.08 $1.57M - $1.58M
150K $7.64M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3.1K
+ 15.81%
$340.59 - $380.5 $1.06M - $1.18M
22.7K $8.31M
SBAC
Sba Communications Corp

Real Estate
7.61K
+ 779.92%
$198.24 - $249.31 $1.51M - $1.9M
8.59K $1.75M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
66.6K
+ 241.37%
$22.72 - $23.0 $1.51M - $1.53M
94.2K $2.15M
SOFI
So Fi Technologies, Inc.

Financial Services
41.3K
+ 35.8%
$7.63 - $16.88 $315K - $697K
157K $2.41M
VST
Vistra Corp.

Utilities
8.9K
+ 62.11%
$115.74 - $166.61 $1.03M - $1.48M
23.2K $3.2M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
186K
+ 412.18%
$8.17 - $8.66 $1.52M - $1.61M
231K $1.89M
FCOM
Fidelity Covington Tr Msci Com

ETFs
15.9K
+ 10.36%
$54.65 - $61.96 $867K - $983K
169K $9.93M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
51.3K
+ 30.5%
$40.41 - $45.12 $2.07M - $2.31M
219K $8.89M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
32.2K
+ 57.32%
$43.61 - $45.3 $1.4M - $1.46M
88.4K $3.94M
SNOW
Snowflake Inc.

Technology
3.75K
+ 16.6%
$109.65 - $186.51 $411K - $699K
26.3K $4.07M
VGIT
Vanguard Intermediate Term Tre

ETFs
40.8K
+ 10.98%
$57.78 - $60.4 $2.36M - $2.46M
412K $23.9M
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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