Kestra Advisory Services, LLC New Holdings in Q3 2025

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BE
Bloom Energy Corp

Industrials
103K
New
$22.13 - $86.27 $2.28M - $8.88M
103K $8.71M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
83.9K
New
$62.11 - $67.12 $5.21M - $5.63M
83.9K $5.63M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
334K
New
$15.39 - $17.94 $5.13M - $5.98M
334K $5.31M
VFMV
Vanguard Wellington Fd

ETFs
28.9K
New
$126.35 - $131.95 $3.65M - $3.81M
28.9K $3.79M
FGM
First Trust Germany Alphadex F

ETFs
54.2K
New
$54.94 - $58.81 $2.98M - $3.19M
54.2K $3.19M
DWLD
Davis Fundamental ETF Tr

ETFs
67.4K
New
$40.83 - $45.55 $2.75M - $3.07M
67.4K $3.05M
FNDC
Schwab Fundamental Intl Small

ETFs
56.6K
New
$41.81 - $45.21 $2.36M - $2.56M
56.6K $2.52M
DCI
Donaldson CO Inc

Industrials
28.3K
New
$69.82 - $82.14 $1.97M - $2.32M
28.3K $2.31M
YYY
Amplify ETF Tr High Income ETF

ETFs
167K
New
$11.61 - $11.92 $1.94M - $1.99M
167K $1.97M
IBEX
Ibex LTD

Technology
46.1K
New
$27.75 - $42.0 $1.28M - $1.94M
46.1K $1.87M
AVIV
American Centy ETF Tr Avantis
26.4K
New
$61.83 - $67.44 $1.63M - $1.78M
26.4K $1.78M
DFNL
Davis Fundamental ETF Tr

ETFs
37.9K
New
$42.35 - $45.92 $1.61M - $1.74M
37.9K $1.71M
JHMD
John Hancock ETF Tr Multifacto

ETFs
41.5K
New
$37.65 - $40.3 $1.56M - $1.67M
41.5K $1.66M
PHG
Koninklijke Philips Nv

Healthcare
55.8K
New
$23.84 - $28.62 $1.33M - $1.6M
55.8K $1.52M
NTGR
Netgear, Inc.

Technology
45.9K
New
$22.5 - $32.39 $1.03M - $1.49M
45.9K $1.49M
ARW
Arrow Electronics Inc

Technology
12.1K
New
$114.66 - $133.24 $1.38M - $1.61M
12.1K $1.46M
GGT
Gabelli Multimedia Trust Inc.

Financial Services
328K
New
$4.17 - $4.36 $1.37M - $1.43M
328K $1.4M
AVES
American Centy ETF Tr Avantis

ETFs
22.1K
New
$53.51 - $57.96 $1.18M - $1.28M
22.1K $1.27M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
10.1K
New
$116.43 - $123.68 $1.17M - $1.25M
10.1K $1.25M
KRC
Kilroy Realty Corp

Real Estate
28.4K
New
$34.55 - $44.44 $980K - $1.26M
28.4K $1.2M
OPFI
Opp Fi Inc.

Technology
105K
New
$9.58 - $14.29 $1.01M - $1.5M
105K $1.18M
BMI
Badger Meter Inc

Technology
6.27K
New
$172.32 - $245.81 $1.08M - $1.54M
6.27K $1.12M
BUSE
First Busey Corp

Financial Services
47.4K
New
$22.08 - $25.14 $1.05M - $1.19M
47.4K $1.1M
FDIG
Fidelity Covington Tr Crypto I

ETFs
20.8K
New
$35.1 - $49.09 $729K - $1.02M
20.8K $1.02M
NBR
Nabors Industries LTD

Energy
24.2K
New
$29.58 - $42.5 $716K - $1.03M
24.2K $988K
PODD
Insulet Corp

Healthcare
3.17K
New
$277.3 - $352.82 $878K - $1.12M
3.17K $977K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
26.5K
New
$33.4 - $34.78 $886K - $922K
26.5K $922K
SDGR
Schrodinger, Inc.

Healthcare
41.5K
New
$18.15 - $23.03 $753K - $955K
41.5K $831K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
39.2K
New
$19.13 - $22.22 $749K - $871K
39.2K $771K
PKBK
Parke Bancorp, Inc.

Financial Services
33.6K
New
$20.31 - $22.72 $683K - $764K
33.6K $731K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
31.6K
New
$14.25 - $22.4 $451K - $709K
31.6K $706K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
10.8K
New
$61.99 - $65.47 $668K - $705K
10.8K $694K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
11.7K
New
$43.27 - $59.01 $506K - $690K
11.7K $690K
GBCI
Glacier Bancorp, Inc.

Financial Services
13.4K
New
$42.86 - $50.13 $572K - $669K
13.4K $649K
APLE
Apple Hospitality Reit, Inc.

Real Estate
52.4K
New
$11.53 - $13.17 $604K - $690K
52.4K $629K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
26.7K
New
$22.45 - $23.2 $598K - $618K
26.7K $615K
BYD
Boyd Gaming Corp

Consumer Cyclical
7.03K
New
$79.66 - $87.38 $560K - $615K
7.03K $608K
AVSF
American Centy ETF Tr Avantis

ETFs
12.3K
New
$46.71 - $47.3 $573K - $580K
12.3K $579K
XSW
Spdr S&P Software & Services E

ETFs
2.75K
New
$177.48 - $205.24 $489K - $565K
2.75K $544K
REG
Regency Centers Corp

Real Estate
7.24K
New
$68.62 - $73.81 $497K - $535K
7.24K $527K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
22.4K
New
$22.89 - $23.7 $512K - $531K
22.4K $527K
HIW
Highwoods Properties, Inc.

Real Estate
16.2K
New
$28.32 - $32.39 $458K - $524K
16.2K $514K
CRI
Carters Inc

Consumer Cyclical
18.1K
New
$23.65 - $33.93 $427K - $613K
18.1K $509K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
6.37K
New
$76.2 - $83.34 $485K - $531K
6.37K $501K
SIZE
Ishares Msci Usa Size Factor E

ETFs
2.87K
New
$154.38 - $161.78 $442K - $464K
2.87K $460K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
4.73K
New
$85.31 - $97.03 $403K - $459K
4.73K $450K
ADC
Agree Realty Corp

Real Estate
6.19K
New
$70.53 - $75.05 $437K - $465K
6.19K $440K
PSIX
Power Solutions International, Inc.

Industrials
4.44K
New
$63.95 - $115.78 $284K - $514K
4.44K $438K
CTO
Cto Realty Growth, Inc.

Real Estate
26.4K
New
$15.89 - $17.75 $420K - $469K
26.4K $428K
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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