Kestra Advisory Services, LLC Sells in Q3 2025

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-1.23K
- 98.01%
$692600.0 - $759798.0 $854M - $937M
25 $18.9M
OEF
Ishares S&P 100 ETF

ETFs
-594K
- 90.52%
N/A
62.2K $16.6M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-882K
- 96.73%
$67.48 - $71.55 $59.5M - $63.1M
29.8K $2.11M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.94M
- 84.57%
$23.82 - $25.84 $46.1M - $50M
353K $9.08M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-232K
- 78.67%
$139.82 - $155.45 $32.5M - $36.1M
63K $9.8M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-56.5K
- 98.13%
$231.32 - $272.35 $13.1M - $15.4M
1.08K $293K
IVV
Ishares Core S&P 500 ETF

ETFs
-72.8K
- 9.92%
$620.67 - $670.08 $45.2M - $48.8M
660K $442M
IHDG
Wisdomtree Tr

ETFs
-293K
- 69.91%
$43.81 - $46.31 $12.8M - $13.5M
126K $5.8M
FSK
Fs Kkr Capital Corp

Financial Services
-200K
- 16.26%
$14.93 - $22.48 $2.99M - $4.5M
1.03M $15.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
-30.9K
- 68.67%
$284.17 - $319.49 $8.78M - $9.88M
14.1K $4.37M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-244K
- 41.79%
$39.37 - $44.24 $9.59M - $10.8M
339K $14.8M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-178K
- 97.3%
$45.22 - $48.34 $8.06M - $8.61M
4.95K $236K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-193K
- 41.01%
$39.58 - $40.74 $7.64M - $7.86M
277K $11.3M
IBM
International Business Machines Corp

Technology
-17.6K
- 8.84%
$234.77 - $292.47 $4.14M - $5.16M
182K $51.3M
SYK
Stryker Corp

Healthcare
-13.4K
- 14.04%
$368.57 - $403.53 $4.93M - $5.4M
81.8K $30.3M
NEAR
Blackrock Short Maturity Bond

ETFs
-140K
- 64.6%
$50.8 - $51.32 $7.1M - $7.17M
76.6K $3.93M
PHYS
Sprott Physical Gold Trust

Financial Services
-433K
- 30.53%
$25.02 - $29.62 $10.8M - $12.8M
985K $29.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-68.8K
- 26.11%
$91.44 - $91.77 $6.29M - $6.31M
195K $17.9M
MSTR
Microstrategy Inc

Technology
-3.44K
- 5.81%
$300.7 - $455.9 $1.03M - $1.57M
55.7K $18M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-77.8K
- 52.87%
$38.58 - $58.24 $3M - $4.53M
69.3K $2.72M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-110K
- 61.6%
$49.55 - $52.25 $5.47M - $5.77M
68.9K $3.6M
SHV
Ishares Tr

ETFs
-45.6K
- 38.1%
$110.06 - $110.49 $5.01M - $5.03M
74K $8.18M
TGT
Target Corp

Consumer Defensive
-43.5K
- 40.65%
$86.56 - $107.43 $3.77M - $4.68M
63.6K $5.7M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-80.4K
- 32.31%
$59.81 - $60.11 $4.81M - $4.83M
168K $10.1M
EFG
Msci Eafe Growth ETF

ETFs
-46.3K
- 15.3%
$106.99 - $114.46 $4.95M - $5.3M
256K $29.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-48.6K
- 9.48%
$97.75 - $100.75 $4.75M - $4.9M
464K $46.5M
DOW
Dow Inc.

Basic Materials
-139K
- 45.65%
$20.87 - $30.37 $2.89M - $4.21M
165K $3.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-39.9K
- 8.71%
$567.77 - $614.76 $22.6M - $24.5M
418K $256M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-116K
- 3.46%
$45.26 - $46.63 $5.27M - $5.43M
3.25M $150M
CRWD
Crowd Strike Holdings, Inc.

Technology
-5.49K
- 10.15%
$412.46 - $514.1 $2.26M - $2.82M
48.6K $23.8M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-91.2K
- 18.25%
$79.52 - $89.63 $7.25M - $8.18M
409K $36.4M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
-153K
- 85.25%
$23.53 - $23.75 $3.61M - $3.64M
26.5K $625K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-288K
- 13.64%
$28.92 - $32.19 $8.32M - $9.26M
1.82M $58.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
-38.5K
- 11.48%
$90.83 - $93.81 $3.49M - $3.61M
297K $27.7M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-230K
- 9.32%
$17.81 - $18.39 $4.1M - $4.23M
2.24M $40.8M
USFR
Wisdomtree Floating Rate Treas

ETFs
-60.7K
- 4.47%
$50.23 - $50.48 $3.05M - $3.06M
1.3M $65.1M
TDG
Trans Digm Group Inc

Industrials
-1.71K
- 42.37%
$1271.04 - $1620.83 $2.17M - $2.77M
2.32K $3.06M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-87.5K
- 22.65%
$40.45 - $42.49 $3.54M - $3.72M
299K $12.7M
JXI
Ishares Tr Global Utils ETF

ETFs
-40.6K
- 70.34%
$73.06 - $77.66 $2.97M - $3.16M
17.1K $1.33M
VOE
Vanguard Mid Cap Value Index F

ETFs
-27.2K
- 14.83%
$164.63 - $174.58 $4.49M - $4.76M
157K $27.3M
IYF
Ishares Tr

ETFs
-29.7K
- 17.94%
$119.89 - $127.16 $3.57M - $3.78M
136K $17.2M
VNQ
Vanguard Specialized Funds Van

ETFs
-34.5K
- 24.74%
$88.47 - $93.24 $3.05M - $3.22M
105K $9.6M
NVO
Novo Nordisk A S

Healthcare
-18.4K
- 14.56%
$45.38 - $71.7 $837K - $1.32M
108K $6.01M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-53.5K
- 70.49%
$50.52 - $50.75 $2.7M - $2.71M
22.4K $1.14M
IYLD
Ishares Tr Ishares Morningstar

ETFs
-127K
- 68.14%
$20.48 - $21.33 $2.59M - $2.7M
59.1K $1.26M
XLB
Select Sector Spdr Fd Material

ETFs
-29.7K
- 62.77%
$86.72 - $92.61 $2.57M - $2.75M
17.6K $1.58M
FTCS
First Trust Capital Strength E

ETFs
-39.9K
- 9.34%
$89.72 - $93.74 $3.58M - $3.74M
387K $36.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-67.7K
- 5.24%
$45.6 - $46.92 $3.09M - $3.18M
1.23M $57.2M
CTAS
Cintas Corp

Industrials
-4.78K
- 5.61%
$199.29 - $226.27 $952K - $1.08M
80.4K $16.5M
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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