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
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
625
+ 1.63%
$225.16 - $265.16 $141K - $166K
39K $9.7M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
11K
+ 15.63%
$47.26 - $48.18 $518K - $528K
81.1K $3.84M
KEY
Keycorp

Financial Services
6.63K
+ 0.72%
$16.21 - $19.97 $108K - $132K
925K $15.9M
TAXF
American Centy ETF Tr Diversif

ETFs
11K
+ 15.57%
$49.94 - $51.44 $550K - $566K
81.7K $4.1M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9.46K
+ 33.35%
$68.25 - $75.42 $646K - $714K
37.8K $2.59M
CASY
Caseys General Stores Inc

Consumer Cyclical
771
+ 10.62%
$366.65 - $427.88 $283K - $330K
8.03K $3.18M
GDDY
Go Daddy Inc.

Technology
1.4K
+ 32.15%
$153.16 - $209.03 $214K - $293K
5.76K $1.14M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
5.74K
+ 14.09%
$72.62 - $77.83 $417K - $446K
46.5K $3.44M
BST
Black Rock Science & Technology Trust

Financial Services
12K
+ 103.65%
$34.86 - $38.04 $417K - $455K
23.5K $859K
EOG
Eog Resources Inc

Energy
3.76K
+ 8.12%
$118.22 - $136.54 $444K - $513K
50K $6.13M
JCI
Johnson Controls International PLC

Industrials
5.23K
+ 26.86%
$74.23 - $86.6 $388K - $453K
24.7K $1.95M
CBRE
Cbre Group, Inc.

Real Estate
2.61K
+ 20.08%
$119.22 - $140.71 $311K - $367K
15.6K $2.05M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
10.1K
+ 56.8%
$46.46 - $51.66 $471K - $524K
28K $1.35M
AZO
Autozone Inc

Consumer Cyclical
104
+ 5.72%
$2981.19 - $3370.27 $310K - $351K
1.92K $6.16M
KRG
Kite Realty Group Trust

Real Estate
18.3K
+ 59.13%
$24.49 - $27.85 $449K - $511K
49.4K $1.25M
AVEM
American Centy ETF Tr Avantis

ETFs
8.25K
+ 67.19%
$58.59 - $66.14 $483K - $546K
20.5K $1.21M
ENVX
Enovix Corp

Industrials
33.6K
+ 107.64%
$8.03 - $12.81 $270K - $431K
64.9K $705K
CCI
Crown Castle International Corp

Real Estate
10.2K
+ 55.6%
$89.78 - $119.11 $912K - $1.21M
28.4K $2.58M
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.52K
+ 22.42%
$83.09 - $89.28 $375K - $403K
24.7K $2.1M
DPZ
Dominos Pizza Inc

Consumer Cyclical
1.06K
+ 29.81%
$408.59 - $476.19 $434K - $506K
4.62K $1.94M
TILT
Flexshares Tr

ETFs
1.8K
+ 30.01%
$210.31 - $227.39 $378K - $409K
7.79K $1.68M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
566
+ 1.48%
$180.39 - $205.43 $102K - $116K
38.7K $7.35M
ESLT
Elbit Systems LTD

Industrials
110
+ 1.7%
$201.1 - $263.5 $22.1K - $29K
6.59K $1.7M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
8.02K
+ 4.97%
$39.78 - $41.04 $319K - $329K
169K $6.87M
RPG
Invesco Exchange Traded Fd Tr

ETFs
7.07K
+ 12.47%
$38.88 - $44.07 $275K - $312K
63.8K $2.63M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
6.36K
+ 16.51%
$61.21 - $68.19 $389K - $433K
44.9K $2.8M
BXSL
Blackstone Secured Lending Fund

Financial Services
10.7K
+ 55.33%
$29.25 - $33.27 $312K - $354K
29.9K $965K
KAPR
Innovator U.S. Small Cap Power

ETFs
11.5K
+ 11.01%
$32.06 - $34.27 $368K - $393K
116K $3.78M
VPU
Vanguard Utilities ETF

ETFs
4.21K
+ 15.52%
$160.52 - $179.11 $676K - $754K
31.4K $5.12M
SPOT
Spotify Technology S.A.

Communication Services
77
+ 1.68%
$362.95 - $502.38 $27.9K - $38.7K
4.67K $2.09M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.38K
+ 1.69%
$124.61 - $133.96 $172K - $185K
83K $10.7M
PR
Permian Resources Corporation

Energy
14.9K
+ 6.41%
$13.41 - $16.21 $200K - $242K
248K $3.56M
DASH
Door Dash, Inc.

Communication Services
1.98K
+ 85.44%
$141.93 - $180.48 $282K - $358K
4.31K $722K
IYE
Ishares Tr

ETFs
9.26K
+ 21.93%
$43.93 - $51.37 $407K - $476K
51.5K $2.35M
VOX
Vanguard Communication Service

ETFs
1.28K
+ 6.35%
$144.31 - $163.57 $185K - $209K
21.4K $3.32M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
13.6K
+ 25.56%
$34.04 - $35.66 $464K - $486K
66.9K $2.3M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
9.16K
+ 14.54%
$50.02 - $51.24 $458K - $469K
72.2K $3.62M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
14.5K
+ 207.88%
$28.33 - $31.77 $412K - $462K
21.5K $609K
PGR
Progressive Corp

Financial Services
2.19K
+ 21.8%
$239.6 - $268.88 $525K - $590K
12.3K $2.94M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
32.7K
+ 143.32%
$11.15 - $12.48 $365K - $408K
55.5K $649K
GWW
W.W. Grainger, Inc.

Industrials
328
+ 14.36%
$1023.06 - $1220.93 $336K - $400K
2.61K $2.75M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
17K
+ 121.72%
$22.58 - $23.47 $383K - $398K
30.9K $705K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.9K
+ 1.81%
$121.89 - $135.52 $232K - $258K
107K $13.4M
KJUL
Innovator U.S. Small Cap Power

Technology
11.9K
+ 14.76%
$28.78 - $30.34 $344K - $362K
92.9K $2.73M
SE
Sea LTD

Consumer Cyclical
2.96K
+ 56.91%
$93.56 - $117.41 $277K - $348K
8.16K $866K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
7.7K
+ 23.44%
$49.93 - $50.24 $384K - $387K
40.5K $2.02M
STLG
Ishares Factors Us Growth Styl

ETFs
7.43K
+ 110.64%
N/A
14.1K $711K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
34.8K
+ 273.85%
$10.65 - $11.42 $371K - $397K
47.5K $511K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
9K
+ 75.31%
N/A
20.9K $850K
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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