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
WBA
Walgreens Boots Alliance, Inc.

Healthcare
71.2K
+ 28.22%
$8.24 - $11.07 $587K - $788K
323K $3.02M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
41.6K
+ 160.33%
$22.4 - $29.88 $933K - $1.24M
67.6K $1.52M
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
77.4K
+ 56.62%
$11.09 - $12.09 $858K - $936K
214K $2.39M
EMLP
First Tr Exchange Traded Iv

ETFs
6.16K
+ 2.38%
$33.69 - $38.24 $207K - $235K
265K $9.45M
DDOG
Datadog, Inc.

Technology
3.51K
+ 40.1%
$113.98 - $168.65 $401K - $593K
12.3K $1.75M
PFEB
Innovator U.S. Equity Power Bu

ETFs
13.3K
+ 4.06%
$35.94 - $36.85 $479K - $491K
341K $12.6M
SMR
Nuscale Power Corp

Industrials
25.7K
+ 59.2%
$11.69 - $30.21 $300K - $776K
69.1K $1.24M
TFLO
Ishares Treasury Floating Rate

ETFs
14.5K
+ 47.57%
$50.37 - $50.63 $732K - $736K
45.1K $2.28M
TRGP
Targa Resources Corp.

Energy
2.7K
+ 33.05%
$150.58 - $207.69 $406K - $560K
10.9K $1.94M
PWV
Invesco Exchange Traded Fd Tr

ETFs
16.1K
+ 12.2%
$56.33 - $61.73 $906K - $993K
148K $8.41M
CCJ
Cameco Corp

Energy
4.97K
+ 3.94%
$48.64 - $61.14 $242K - $304K
131K $6.74M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.56K
+ 0.85%
$42.05 - $48.31 $65.6K - $75.3K
185K $8.57M
VFH
Vanguard Financial ETF

ETFs
2.76K
+ 5.86%
$108.87 - $126.2 $300K - $348K
49.8K $5.88M
CELH
Celsius Holdings, Inc.

Consumer Defensive
30.3K
+ 166.93%
$25.66 - $34.91 $779K - $1.06M
48.5K $1.28M
BAPR
Innovator U.S. Equity Buffer E

ETFs
15.1K
+ 36.75%
$42.96 - $45.15 $649K - $682K
56.2K $2.49M
FXL
First Tr Exchange Traded Fd Fi

ETFs
3.64K
+ 22.42%
$136.18 - $158.26 $495K - $576K
19.9K $2.95M
GDV
Gabelli Dividend & Income Trust

Financial Services
29.3K
+ 107.04%
$23.77 - $25.59 $697K - $750K
56.7K $1.37M
ARCC
Ares Capital Corp

Financial Services
18.6K
+ 6.02%
$20.74 - $22.27 $385K - $413K
327K $7.16M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.92K
+ 106.53%
$89.97 - $98.59 $622K - $682K
13.4K $1.27M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
33.7K
+ 32.99%
$26.16 - $28.82 $881K - $971K
136K $3.56M
FPX
First Trust Us Equity Opportun

ETFs
4.07K
+ 19.59%
$109.38 - $131.9 $446K - $537K
24.9K $2.97M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
10.7K
+ 25.51%
$70.31 - $77.39 $755K - $831K
52.9K $3.72M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
45.1K
+ 189.36%
$15.05 - $16.03 $678K - $723K
68.9K $1.05M
ECC
Eagle Point Credit CO Inc.

Financial Services
80.3K
+ 207.15%
$8.7 - $9.98 $698K - $801K
119K $1.06M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
48.4K
+ 77.93%
$4.34 - $10.57 $210K - $512K
111K $961K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
17.8K
+ 140.84%
$35.71 - $38.39 $635K - $683K
30.4K $1.12M
LNC
Lincoln National Corp

Financial Services
20.5K
+ 50.53%
$30.46 - $36.84 $625K - $756K
61.1K $1.94M
PWB
Invesco Exchange Traded Fd Tr

ETFs
3.94K
+ 4.73%
$98.04 - $108.11 $387K - $426K
87.3K $8.88M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
27.1K
+ 67.14%
$26.69 - $28.53 $723K - $773K
67.5K $1.8M
CIVI
Civitas Resources, Inc.

Energy
20.5K
+ 34.03%
$42.79 - $54.92 $878K - $1.13M
80.8K $3.71M
AVB
Avalonbay Communities Inc

Real Estate
3.02K
+ 79.01%
$216.28 - $237.81 $654K - $719K
6.85K $1.51M
EXR
Extra Space Storage Inc.

Real Estate
4.65K
+ 282.27%
$142.35 - $178.32 $662K - $829K
6.3K $941K
VICI
Vici Properties Inc.

Real Estate
23.3K
+ 265.87%
$28.27 - $33.19 $658K - $772K
32K $935K
MTDR
Matador Resources CO

Energy
6.03K
+ 13.7%
$50.33 - $60.91 $303K - $367K
50K $2.81M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
5.96K
+ 28.71%
$104.52 - $115.08 $623K - $686K
26.7K $2.82M
TDIV
First Trust Nasdaq Technology

ETFs
9.4K
+ 14.77%
$78.03 - $82.13 $733K - $772K
73K $5.73M
PWR
Quanta Services, Inc.

Industrials
1.17K
+ 8.44%
$296.05 - $346.6 $345K - $404K
15K $4.74M
SHEL
Shell PLC

Energy
12.8K
+ 22.52%
$60.63 - $70.23 $775K - $898K
69.6K $4.36M
FCG
First Tr Exchange Traded Fd

ETFs
23.6K
+ 66.98%
$22.98 - $26.48 $543K - $626K
59K $1.45M
UNOV
Earth Science Tech, Inc.

ETFs
17.3K
+ 136.51%
$33.84 - $35.03 $586K - $606K
30K $1.04M
SPTL
Spdr Portfolio Long Term Treas

ETFs
27.9K
+ 66.35%
$26.05 - $29.17 $727K - $814K
70K $1.83M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
13.8K
+ 10.52%
$119.34 - $127.78 $1.64M - $1.76M
145K $17.3M
CSQ
Calamos Strategic Total Return Fund

Financial Services
33.7K
+ 147.13%
$17.14 - $18.44 $578K - $622K
56.7K $1M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.99K
+ 26.75%
$193.7 - $235.05 $385K - $468K
9.43K $2.16M
DIHP
Dimensional ETF Tr Dimensional

ETFs
27K
+ 84.33%
$25.15 - $27.57 $680K - $745K
59.1K $1.49M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
42.4K
+ 121.4%
$13.54 - $14.25 $574K - $604K
77.3K $1.08M
DNL
Wiswisdomtree Tr

ETFs
24.9K
+ 28.68%
$35.98 - $39.39 $895K - $980K
112K $4.02M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
70K
+ 388.6%
$8.61 - $9.3 $602K - $651K
88K $761K
BRO
Brown & Brown, Inc.

Financial Services
6K
+ 49.92%
$100.93 - $113.42 $606K - $681K
18K $1.84M
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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