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
PAYS
Paysign, Inc.

Technology
215K
+ 53.67%
$5.12 - $8.56 $1.1M - $1.84M
616K $3.8M
AVAV
Aero Vironment Inc

Industrials
2.6K
+ 80.82%
$226.08 - $314.89 $587K - $817K
5.81K $1.83M
IREN
Iris Energy LTD

Financial Services
4.85K
+ 22.11%
$15.1 - $47.14 $73.3K - $229K
26.8K $1.23M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
20.2K
+ 11.81%
$42.75 - $43.37 $864K - $877K
191K $8.29M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
17.5K
+ 12.28%
$29.55 - $32.52 $517K - $569K
160K $5.13M
VAW
Vanguard Materials ETF

ETFs
4.25K
+ 153.76%
$193.21 - $210.15 $821K - $893K
7.01K $1.44M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
19.9K
+ 26.87%
$41.8 - $43.15 $833K - $860K
94.1K $4.02M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
11.5K
+ 8.23%
$24.13 - $29.07 $278K - $335K
152K $4.33M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
15.2K
+ 28.75%
$47.63 - $50.52 $723K - $767K
68K $3.43M
HTGC
Hercules Capital, Inc.

Financial Services
45.4K
+ 119.14%
$18.34 - $19.53 $833K - $887K
83.5K $1.58M
EXR
Extra Space Storage Inc.

Real Estate
6.39K
+ 235.16%
$134.36 - $152.88 $858K - $976K
9.1K $1.28M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.27K
+ 28.18%
$79.39 - $90.39 $577K - $657K
33.1K $2.93M
SPMD
Spdr Portfolio

ETFs
14.3K
+ 71.71%
$54.43 - $58.29 $778K - $834K
34.2K $1.96M
IJK
Ishares S&P Midcap 400 Growth

ETFs
233
+ 0.14%
$91.28 - $97.59 $21.3K - $22.7K
173K $16.6M
BP
Bp PLC

Energy
10.4K
+ 9.3%
$30.25 - $35.69 $315K - $371K
122K $4.21M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
17.8K
+ 404.33%
$44.58 - $48.01 $792K - $853K
22.2K $1.06M
WEC
Wec Energy Group, Inc.

Utilities
4.64K
+ 14.73%
$103.66 - $114.59 $481K - $532K
36.2K $4.14M
WBD
Warner Bros. Discovery, Inc.

Communication Services
5.47K
+ 5.93%
$10.78 - $19.82 $59K - $108K
97.7K $1.91M
VMO
Invesco Municipal Opportunity Trust

Financial Services
71K
+ 21.77%
$8.9 - $9.67 $632K - $686K
397K $3.84M
DG
Dollar General Corp

Consumer Defensive
14.2K
+ 24.27%
$101.86 - $116.32 $1.45M - $1.66M
72.9K $7.54M
WDC
Western Digital Corp

Technology
2.13K
+ 21.05%
$63.84 - $120.06 $136K - $256K
12.2K $1.47M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
10.7K
+ 4.94%
$45.06 - $46.5 $484K - $500K
228K $10.6M
EIX
Edison International

Utilities
14.1K
+ 132.04%
$50.42 - $56.35 $713K - $796K
24.8K $1.37M
CIFR
Cipher Mining Inc.

Financial Services
3.08K
+ 3.1%
$4.72 - $14.15 $14.5K - $43.6K
102K $1.29M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
79.9K
+ 31.68%
$8.55 - $9.1 $683K - $727K
332K $3.02M
FDMO
Fidelity Covington Tr Momentum

ETFs
3.48K
+ 4.89%
$75.0 - $83.29 $261K - $290K
74.6K $6.21M
SPIB
Spdr Portfolio Intermediate Te

ETFs
22.6K
+ 16.87%
$33.26 - $34.01 $751K - $768K
157K $5.3M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
27.2K
+ 18.79%
$28.38 - $29.05 $773K - $791K
172K $4.97M
FTSL
First Trust Senior Ln Fund

ETFs
17.6K
+ 18.36%
$45.81 - $46.18 $807K - $814K
114K $5.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12K
+ 20.52%
$42.67 - $46.91 $514K - $565K
70.7K $3.31M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
10.9K
+ 10.44%
$49.98 - $52.24 $543K - $567K
115K $6M
TSCO
Tractor Supply CO

Consumer Cyclical
2.37K
+ 1.48%
$54.08 - $62.65 $128K - $149K
163K $9.27M
YJUN
First Tr Exchange Traded Fd Vi
30.9K
+ 110.01%
$24.2 - $25.07 $748K - $775K
59K $1.48M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
16.9K
+ 84.74%
$45.54 - $48.43 $769K - $818K
36.8K $1.72M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
4.08K
+ 11.86%
$128.6 - $136.01 $525K - $555K
38.5K $5.2M
WINA
Winmark Corp

Consumer Cyclical
101
+ 1.68%
$363.85 - $514.95 $36.7K - $52K
6.11K $3.04M
RIO
Rio Tinto PLC

Basic Materials
9.13K
+ 41.83%
$57.66 - $66.01 $527K - $603K
31K $2.04M
DIHP
Dimensional ETF Tr Dimensional

ETFs
23.2K
+ 35.96%
$28.69 - $30.59 $665K - $709K
87.6K $2.66M
TPIF
Timothy Plan Intl ETF (De)

ETFs
21.2K
+ 42.2%
$31.81 - $33.66 $673K - $713K
71.3K $2.38M
USA
Liberty All Star Equity Fund

Financial Services
133K
+ 66.03%
$6.34 - $6.94 $844K - $923K
335K $2.12M
PWB
Invesco Exchange Traded Fd Tr

ETFs
184
+ 0.2%
$115.87 - $125.42 $21.3K - $23.1K
90.7K $11.4M
XEL
Xcel Energy Inc

Utilities
709
+ 1.32%
$67.56 - $80.65 $47.9K - $57.2K
54.3K $4.38M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
9.98K
+ 22.15%
$57.15 - $62.12 $570K - $620K
55K $3.42M
PFFA
Etfis Ser Tr I

ETFs
28K
+ 21.39%
$20.94 - $22.43 $586K - $628K
159K $3.45M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
37.1K
+ 26.79%
$17.96 - $19.62 $667K - $728K
176K $3.27M
RACE
Ferrari N.V.

Consumer Cyclical
1.51K
+ 38.4%
$436.24 - $517.65 $659K - $782K
5.44K $2.64M
EMLP
First Tr Exchange Traded Iv

ETFs
12.9K
+ 4.61%
$36.99 - $38.38 $476K - $494K
292K $11.2M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.69K
+ 14.69%
$115.96 - $125.95 $428K - $465K
28.8K $3.63M
JHMB
John Hancock Exchange Traded

ETFs
25.9K
+ 4.97%
$21.57 - $22.37 $560K - $580K
548K $12.1M
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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