Kestra Investment Management, LLC Q1 2025 Filing

Filed May 16, 2025

Portfolio Value

$2.6B

Holdings

376

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (376 positions)

StockValue
IUSVISHARES TR
$255.4M
IUSBISHARES TR
$172.4M
SPYGSPDR SER TR
$165.9M
VEUVANGUARD INTL EQUITY INDEX F
$129.9M
QUALISHARES TR
$118.7M
VOVANGUARD INDEX FDS
$113.1M
IUSGISHARES TR
$110.5M
DFIVDIMENSIONAL ETF TRUST
$94.8M
DFICDIMENSIONAL ETF TRUST
$69.8M
JAAAJANUS DETROIT STR TR
$57.0M
TOTLSSGA ACTIVE ETF TR
$56.3M
BINCBLACKROCK ETF TRUST II
$53.3M
IGSBISHARES TR
$52.2M
CGDGCAPITAL GROUP DIVIDEND VALUE
$47.4M
DEMWISDOMTREE TR
$47.4M
IEMGISHARES INC
$46.9M
IGLBISHARES TR
$46.9M
CGGRCAPITAL GROUP GROWTH ETF
$43.9M
MBBISHARES TR
$41.7M
EFGISHARES TR
$41.6M
VMBSVANGUARD SCOTTSDALE FDS
$39.3M
USIGISHARES TR
$38.6M
INTFISHARES TR
$37.7M
MUBISHARES TR
$35.3M
FTECFIDELITY COVINGTON TRUST
$34.5M
VTEBVANGUARD MUN BD FDS
$32.9M
LRGFISHARES TR
$25.3M
ONEYSPDR SER TR
$23.9M
MLNVANECK ETF TRUST
$23.2M
CGCPCAPITAL GRP FIXED INCM ETF T
$20.3M
MEARISHARES U S ETF TR
$20.0M
JMBSJANUS DETROIT STR TR
$16.8M
DFAIDIMENSIONAL ETF TRUST
$16.4M
IVEISHARES TR
$14.5M
AAPLAPPLE INC
$14.3M
NVDANVIDIA CORPORATION
$14.2M
FELGFIDELITY COVINGTON TRUST
$14.1M
TDIVFIRST TR EXCHANGE TRADED FD
$13.3M
USRTISHARES TR
$13.0M
SPEMSPDR INDEX SHS FDS
$12.6M
AVLVAMERICAN CENTY ETF TR
$11.9M
SHYMBLACKROCK ETF TRUST II
$9.2M
AMZNAMAZON COM INC
$8.8M
MUNIPIMCO ETF TR
$8.6M
METAMETA PLATFORMS INC
$8.2M
VWOBVANGUARD WHITEHALL FDS
$7.8M
MTUMISHARES TR
$6.9M
MSFTMICROSOFT CORP
$6.4M
JPMJPMORGAN CHASE & CO.
$6.1M
INFLLISTED FD TR
$5.9M
CGGOCAPITAL GROUP GBL GROWTH EQT
$5.6M
GOOGLALPHABET INC
$5.3M
FBNDFIDELITY MERRIMACK STR TR
$4.5M
FDVVFIDELITY COVINGTON TRUST
$4.2M
JMSTJ P MORGAN EXCHANGE TRADED F
$4.2M
BACVERIZON COMMUNICATIONS INC
$4.0M
UNHUNITEDHEALTH GROUP INC
$3.9M
VOOVANGUARD INDEX FDS
$3.8M
AVGOBROADCOM INC
$3.6M
IVVISHARES TR
$3.4M
SPMBSPDR SER TR
$3.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.2M
CSCOCISCO SYS INC
$3.1M
CALMCAL MAINE FOODS INC
$3.0M
HYDBISHARES TR
$2.8M
STWDSTARWOOD PPTY TR INC
$2.8M
DFUSDIMENSIONAL ETF TRUST
$2.7M
ACNACCENTURE PLC IRELAND
$2.7M
XOMEXXON MOBIL CORP
$2.7M
ORCLORACLE CORP
$2.7M
TFSLTFS FINL CORP
$2.6M
APAMARTISAN PARTNERS ASSET MGMT
$2.5M
W3UWESTERN UN CO
$2.5M
HYDVANECK ETF TRUST
$2.4M
AWMSKYWORKS SOLUTIONS INC
$2.4M
VVISA INC
$2.4M
JNJJOHNSON & JOHNSON
$2.4M
AVUSAMERICAN CENTY ETF TR
$2.3M
CPACOPA HOLDINGS SA
$2.2M
OGSONE GAS INC
$2.2M
NFLXNETFLIX INC
$2.1M
LNGCHENIERE ENERGY INC
$2.1M
PFEPFIZER INC
$2.1M
PGRPROGRESSIVE CORP
$2.0M
AVIGAMERICAN CENTY ETF TR
$2.0M
PPCPILGRIMS PRIDE CORP
$2.0M
CWCURTISS WRIGHT CORP
$1.9M
ABRARBOR REALTY TRUST INC
$1.9M
MRKMERCK & CO INC
$1.9M
ANETARISTA NETWORKS INC
$1.8M
TSLATESLA INC
$1.8M
AMANTERO MIDSTREAM CORP
$1.8M
VUGVANGUARD INDEX FDS
$1.8M
TPRTAPESTRY INC
$1.8M
TDCTERADATA CORP DEL
$1.7M
AQLTISHARES TR
$1.7M
SKAASKECHERS U S A INC
$1.7M
TROWPRICE T ROWE GROUP INC
$1.6M
BENFRANKLIN RESOURCES INC
$1.6M
NDQINVESCO QQQ TR
$1.6M
Page 1 of 4Next