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
IONQ
Ion Q, Inc.

Technology
8.14K
+ 24.08%
$8.17 - $48.24 $66.5K - $393K
41.9K $1.75M
BALT
Innovator Etfs Tr
41K
+ 14.74%
$30.76 - $31.55 $1.26M - $1.29M
319K $10M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
88.6K
+ 137.3%
$16.73 - $19.67 $1.48M - $1.74M
153K $2.65M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
40.2K
+ 16.01%
$40.38 - $44.35 $1.62M - $1.78M
291K $11.9M
XLU
Utilities Sector Spdr

ETFs
30.7K
+ 17.62%
$74.89 - $82.93 $2.3M - $2.54M
205K $15.5M
IGM
Ishares Expanded Tech Sector E

ETFs
13.1K
+ 81.93%
$94.19 - $106.95 $1.23M - $1.4M
29K $2.96M
DVY
Ishares Tr

ETFs
14.3K
+ 12.1%
$129.55 - $143.41 $1.85M - $2.05M
132K $17.4M
VXF
Vanguard Extended Market ETF

ETFs
4.59K
+ 6.64%
$179.17 - $207.15 $823K - $952K
73.8K $14M
KKR
Kkr & Co. Inc.

Financial Services
1.87K
+ 2.81%
$129.87 - $162.87 $242K - $304K
68.2K $10.1M
SIL
Global X Silver Miners ETF

ETFs
45.2K
+ 755.54%
$31.61 - $41.98 $1.43M - $1.9M
51.2K $1.63M
FBT
First Trust Nyse Arca Biotechn

ETFs
8.67K
+ 82.39%
$161.65 - $178.69 $1.4M - $1.55M
19.2K $3.19M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.86K
+ 10.47%
$173.13 - $258.09 $323K - $481K
19.7K $4.54M
LNG
Cheniere Energy, Inc.

Energy
4.29K
+ 35.2%
$181.07 - $225.92 $777K - $969K
16.5K $3.54M
BSX
Boston Scientific Corp

Healthcare
1.78K
+ 0.83%
$83.62 - $91.5 $149K - $163K
217K $19.3M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
28.3K
+ 59.31%
$45.85 - $49.28 $1.3M - $1.39M
76K $3.55M
SOXX
Ishares Semiconductor ETF

ETFs
10.9K
+ 15.51%
$211.27 - $239.8 $2.31M - $2.62M
81.5K $17.6M
GSL
Global Ship Lease, Inc.

Industrials
62.8K
+ 374.68%
$21.21 - $26.31 $1.33M - $1.65M
79.6K $1.74M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
25.8K
+ 18.21%
$44.57 - $46.43 $1.15M - $1.2M
168K $7.66M
FSMD
Fidelity Covington Tr Small Mi

ETFs
32K
+ 15.68%
$40.75 - $44.85 $1.31M - $1.44M
236K $9.74M
PAVE
Global X Fds Us Infrastructure

ETFs
40K
+ 8.77%
$40.41 - $45.95 $1.62M - $1.84M
496K $20.1M
AEM
Agnico Eagle Mines LTD

Basic Materials
16.4K
+ 185.29%
$75.99 - $88.85 $1.24M - $1.45M
25.2K $1.97M
FV
First Trust Dorsey Wright Focu

ETFs
20.2K
+ 29.12%
$57.47 - $62.82 $1.16M - $1.27M
89.5K $5.29M
KHC
Kraft Heinz CO

Consumer Defensive
51.1K
+ 68.9%
$30.1 - $36.02 $1.54M - $1.84M
125K $3.84M
IWP
Ishares Russell Mid Cap Growth

ETFs
493
+ 0.4%
$116.4 - $138.52 $57.4K - $68.3K
124K $15.7M
FVAL
Fidelity Covington Tr Value Fa

ETFs
18.1K
+ 14.06%
$60.19 - $64.39 $1.09M - $1.17M
147K $9.04M
AXON
Axon Enterprise, Inc.

Industrials
1.5K
+ 86.99%
$399.22 - $689.78 $598K - $1.03M
3.22K $1.91M
FNX
First Tr Mid Cap Core Alphadex

ETFs
12.5K
+ 7.15%
$114.77 - $127.28 $1.44M - $1.59M
188K $21.7M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
63.2K
+ 41.29%
$17.93 - $18.8 $1.13M - $1.19M
216K $3.94M
DG
Dollar General Corp

Consumer Defensive
17.6K
+ 97.32%
$73.27 - $84.47 $1.29M - $1.49M
35.7K $2.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
21.6K
+ 7.26%
$88.59 - $94.57 $1.91M - $2.04M
319K $28.3M
TRMB
Trimble Inc.

Technology
13K
+ 46.66%
$60.21 - $75.4 $784K - $982K
40.9K $2.89M
ACN
Accenture PLC

Technology
3.51K
+ 7.47%
$343.9 - $376.86 $1.21M - $1.32M
50.5K $17.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.85K
+ 3.7%
$264.18 - $304.19 $488K - $562K
51.8K $14.5M
XLE
Energy Sector Spdr

ETFs
19.3K
+ 8.11%
$83.32 - $97.27 $1.61M - $1.88M
258K $22.1M
CHWY
Chewy, Inc.

Consumer Cyclical
33K
+ 415.27%
$26.51 - $35.87 $875K - $1.18M
41K $1.37M
PJUN
Innovator U.S. Equity Power Bu

ETFs
27.8K
+ 21.02%
$36.63 - $37.8 $1.02M - $1.05M
160K $6M
EQT
Eqt Corp

Energy
17.5K
+ 53.56%
$35.62 - $46.89 $624K - $822K
50.2K $2.32M
RYLD
Global X Fds Russell 2000 Cove

ETFs
66.1K
+ 33.6%
$15.97 - $16.79 $1.06M - $1.11M
263K $4.3M
THO
Thor Industries Inc

Consumer Cyclical
14.6K
+ 73.0%
$94.35 - $115.54 $1.38M - $1.69M
34.6K $3.31M
JBBB
Janus Detroit Str Tr Henderson

ETFs
21.9K
+ 16.93%
$48.59 - $49.45 $1.06M - $1.08M
151K $7.43M
MO
Altria Group, Inc.

Consumer Defensive
10K
+ 2.24%
$49.06 - $57.74 $492K - $580K
457K $23.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.34K
+ 7.45%
$417.69 - $450.94 $979K - $1.06M
33.8K $14.4M
FDIS
Fidelity Covington Tr Msci Con

ETFs
6.34K
+ 12.82%
$85.33 - $104.24 $541K - $661K
55.8K $5.44M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
101K
+ 65.15%
$12.1 - $13.52 $1.22M - $1.37M
257K $3.15M
BKR
Baker Hughes CO

Energy
24.1K
+ 169.17%
$35.98 - $44.88 $866K - $1.08M
38.3K $1.57M
XLI
Industrial Sector Spdr

ETFs
10.6K
+ 11.39%
$131.76 - $143.99 $1.4M - $1.53M
104K $13.7M
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
22.1K
+ 54.38%
$45.67 - $50.69 $1.01M - $1.12M
62.8K $2.91M
PMAR
Innovator U.S. Equity Power Bu

ETFs
20.8K
+ 10.34%
$39.04 - $40.41 $814K - $842K
223K $8.94M
SQ
Block, Inc.

Technology
139
+ 0.25%
$65.06 - $98.92 $9.04K - $13.7K
54.9K $4.66M
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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