Kestra Advisory Services

Latest statistics and disclosures from Kestra Advisory Services's latest quarterly 13F-HR filing:

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Positions held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kestra Advisory Services

Kestra Advisory Services holds 2099 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Kestra Advisory Services has 2099 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.6 $338M 2.4M 138.20
Ishares Tr Core S&p500 Etf (IVV) 2.9 $271M +17% 756k 358.65
Microsoft Corporation (MSFT) 1.8 $172M +8% 736k 232.90
Amazon (AMZN) 1.4 $130M +8% 1.1M 113.00
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $126M +4% 704k 179.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $118M -6% 441k 267.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $113M +6% 424k 267.02
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $92M -17% 967k 94.88
Vanguard Index Fds Growth Etf (VUG) 0.9 $86M -10% 403k 213.95
Vanguard Index Fds Value Etf (VTV) 0.9 $86M -21% 695k 123.48
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $85M +5% 1.1M 79.41
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $83M -3% 952k 87.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $77M -19% 216k 357.18
UnitedHealth (UNH) 0.7 $65M +8% 128k 505.04

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.7 $62M +45% 679k 91.60
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.6 $61M -15% 1.6M 38.88
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $56M +31% 255k 219.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $56M +22% 835k 66.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $55M -13% 169k 328.30
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $54M -13% 817k 66.42
Johnson & Johnson (JNJ) 0.6 $53M +4% 327k 163.36
Ishares Tr Select Divid Etf (DVY) 0.5 $51M +208% 473k 107.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $51M -2% 1.1M 45.77
Alphabet Cap Stk Cl A (GOOGL) 0.5 $50M +475% 517k 95.65
JPMorgan Chase & Co. (JPM) 0.5 $48M +6% 462k 104.50
Abbvie (ABBV) 0.5 $48M +24% 358k 134.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $47M -19% 632k 74.82
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $46M 797k 57.83
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $45M -5% 330k 135.16
Exxon Mobil Corporation (XOM) 0.5 $44M +3% 500k 87.31
Alphabet Cap Stk Cl C (GOOG) 0.5 $44M +688% 453k 96.15
Chevron Corporation (CVX) 0.5 $43M +2% 299k 143.67
Ishares Tr Core Msci Eafe (IEFA) 0.5 $43M +54% 807k 52.67
Ishares Tr Core Total Usd (IUSB) 0.4 $42M +18% 939k 44.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $42M -35% 1.1M 36.36
Ishares Tr Tips Bd Etf (TIP) 0.4 $41M -16% 391k 104.90
Vanguard Index Fds Small Cp Etf (VB) 0.4 $41M -24% 238k 170.91
First Tr Value Line Divid In SHS (FVD) 0.4 $41M -25% 1.1M 35.79
Tesla Motors (TSLA) 0.4 $41M +145% 153k 265.25
Procter & Gamble Company (PG) 0.4 $39M +9% 308k 126.25
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $38M +23% 1.7M 22.24
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.4 $37M +10% 270k 138.77
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $37M +48% 1.6M 22.76
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $36M +2% 262k 135.99
First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $36M +24% 598k 59.32
Home Depot (HD) 0.4 $35M +2% 128k 275.94
Verizon Communications (VZ) 0.4 $35M +14% 929k 37.97
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $35M +62% 691k 50.28
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) 0.4 $34M +11% 1.0M 34.03
Costco Wholesale Corporation (COST) 0.4 $34M +8% 72k 472.27
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $34M +2% 351k 96.34
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $33M -3% 504k 66.10
NVIDIA Corporation (NVDA) 0.4 $33M +11% 273k 121.39
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.4 $33M -20% 1.3M 25.34
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $33M -32% 174k 187.98
Pfizer (PFE) 0.3 $32M +13% 738k 43.76
Visa Com Cl A (V) 0.3 $31M -4% 173k 177.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $31M +8% 145k 210.40
Ishares Tr Russell 2000 Etf (IWM) 0.3 $30M +16% 183k 164.92
Ishares Tr Core High Dv Etf (HDV) 0.3 $30M +65% 328k 91.29
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $30M +82% 232k 128.52
Pepsi (PEP) 0.3 $29M +10% 180k 163.26
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $29M +22% 242k 121.11
Ishares Tr Eafe Value Etf (EFV) 0.3 $29M 755k 38.53
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $28M +4% 292k 96.05
Select Sector Spdr Tr Technology (XLK) 0.3 $28M +9% 236k 118.78
Wal-Mart Stores (WMT) 0.3 $28M -21% 216k 129.70
Select Sector Spdr Tr Energy (XLE) 0.3 $28M +9% 385k 72.02
Nextera Energy (NEE) 0.3 $28M +17% 354k 78.41
Walt Disney Company (DIS) 0.3 $27M +11% 290k 94.33
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $27M +13% 244k 111.50
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $27M -19% 566k 47.73
First Tr Morningstar Divid L SHS (FDL) 0.3 $27M +30% 830k 32.13
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $26M +34% 361k 72.56
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.3 $26M +565% 1.3M 20.39
Vanguard World Fds Health Car Etf (VHT) 0.3 $26M +110% 115k 223.70
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $26M -10% 478k 53.91
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $25M -39% 317k 79.54
Cisco Systems (CSCO) 0.3 $25M +26% 630k 40.00
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $25M +95% 604k 41.02
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $25M +34% 654k 37.67
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $25M +117% 480k 51.23
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.3 $25M -5% 1.3M 18.37
United Parcel Service CL B (UPS) 0.3 $25M +6% 151k 161.54
Merck & Co (MRK) 0.3 $24M +6% 284k 86.12
Coca-Cola Company (KO) 0.3 $24M +10% 434k 56.02
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.3 $24M +6% 1.2M 20.87
McDonald's Corporation (MCD) 0.3 $24M 104k 230.74
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $24M -6% 428k 55.81
Ishares Tr Rus 1000 Etf (IWB) 0.2 $23M +24% 116k 197.33
Ishares Tr Cohen Steer Reit (ICF) 0.2 $22M +7% 406k 53.66
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $22M +44% 433k 50.16
Select Sector Spdr Tr Financial (XLF) 0.2 $22M +22% 713k 30.36
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $22M +6% 348k 62.15
Ishares Tr Msci Eafe Etf (EFA) 0.2 $22M +17% 385k 56.01
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $21M 69k 307.37
Eli Lilly & Co. (LLY) 0.2 $21M -13% 66k 323.35
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $21M -22% 547k 38.82
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $21M +40% 261k 81.21
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.2 $21M +9% 262k 80.27
CVS Caremark Corporation (CVS) 0.2 $21M +26% 219k 95.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $21M -14% 566k 36.49
Kellogg Company (K) 0.2 $21M +274% 294k 69.66
Spdr Gold Tr Gold Shs (GLD) 0.2 $20M -14% 132k 154.67
Meta Platforms Cl A (META) 0.2 $20M -13% 147k 135.68
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $20M +10% 298k 66.73
Lockheed Martin Corporation (LMT) 0.2 $20M +16% 51k 386.29
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $20M -19% 156k 127.28
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $20M -9% 268k 73.48
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $20M +123% 391k 50.10
Fs Kkr Capital Corp (FSK) 0.2 $20M -2% 1.2M 16.95
Starboard Invt Tr Adaptive Alpha (AGOX) 0.2 $19M -26% 1.0M 19.18
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $19M +4% 241k 78.43
Wisdomtree Tr Us Smallcap Fund (EES) 0.2 $19M +1862% 480k 39.17
Raytheon Technologies Corp (RTX) 0.2 $19M +25% 228k 81.86
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $19M +925% 930k 19.94
At&t (T) 0.2 $19M +12% 1.2M 15.34
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $19M +46% 129k 143.40
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $18M 107k 171.79
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $18M -23% 183k 98.86
Abbott Laboratories (ABT) 0.2 $18M +12% 185k 96.76
Texas Instruments Incorporated (TXN) 0.2 $18M -3% 115k 154.78
Bristol Myers Squibb (BMY) 0.2 $18M +34% 250k 71.09
Ishares Msci Gbl Min Vol (ACWV) 0.2 $18M -32% 200k 88.56
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $18M +11% 306k 57.85
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN) 0.2 $18M +40% 1.0M 17.55
Lowe's Companies (LOW) 0.2 $18M +14% 94k 187.81
International Business Machines (IBM) 0.2 $18M +5% 147k 118.81
Altria (MO) 0.2 $17M +20% 430k 40.38
Mastercard Incorporated Cl A (MA) 0.2 $17M -3% 61k 284.34
salesforce (CRM) 0.2 $17M +3% 119k 143.84
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $17M -16% 438k 38.51
Bank of America Corporation (BAC) 0.2 $17M +14% 556k 30.20
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $17M -6% 353k 47.35
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $17M +93% 336k 49.28
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $16M -7% 133k 121.77
Qualcomm (QCOM) 0.2 $16M +25% 140k 112.98
Vanguard World Mega Cap Val Etf (MGV) 0.2 $16M -11% 175k 89.91
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $16M +211% 153k 102.45
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $16M -43% 237k 65.51
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $16M +46% 324k 47.76
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $15M +15% 345k 44.36
Ishares Tr Short Treas Bd (SHV) 0.2 $15M +12% 139k 110.00
Ishares Tr Core Div Grwth (DGRO) 0.2 $15M +4% 342k 44.47
Ishares Tr National Mun Etf (MUB) 0.2 $15M -19% 148k 102.58
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $15M +88% 301k 50.27
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $15M +23% 796k 18.89
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $15M -21% 891k 16.70
Amgen (AMGN) 0.2 $15M +3% 66k 225.41
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $15M 196k 74.83
Broadcom (AVGO) 0.2 $15M -11% 33k 444.02
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $14M 456k 31.67
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $14M -2% 327k 44.07
Caterpillar (CAT) 0.2 $14M -9% 86k 164.08
Boston Scientific Corporation (BSX) 0.1 $14M +112% 361k 38.73
Danaher Corporation (DHR) 0.1 $14M +5% 54k 258.29
Starbucks Corporation (SBUX) 0.1 $14M +16% 164k 84.26
ConocoPhillips (COP) 0.1 $14M +12% 135k 102.34
Target Corporation (TGT) 0.1 $14M +24% 93k 148.39
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $14M 362k 37.66
Comcast Corp Cl A (CMCSA) 0.1 $14M +20% 465k 29.33
Fidelity Covington Trust Low Volity Etf (FDLO) 0.1 $14M +32% 325k 41.99
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $14M +6% 79k 170.54
First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) 0.1 $14M 405k 33.23
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $13M -45% 280k 48.11
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $13M -2% 309k 43.54
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.1 $13M +20% 643k 20.84
Southern Company (SO) 0.1 $13M +25% 197k 68.00
Blackstone Group Inc Com Cl A (BX) 0.1 $13M +21% 159k 83.70
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $13M +6% 403k 33.02
Ishares Msci Emerg Mrkt (EEMV) 0.1 $13M -9% 262k 50.68
Waste Management (WM) 0.1 $13M +9% 83k 160.21
Stryker Corporation (SYK) 0.1 $13M +4% 64k 202.54
Boeing Company (BA) 0.1 $13M +5% 107k 121.08
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.1 $13M +40% 249k 51.48
PNC Financial Services (PNC) 0.1 $13M +20% 86k 149.42
Barclays Bank Ipth Sr B S&p (VXX) 0.1 $13M +53% 599k 21.21
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $13M 158k 80.18
Ishares Tr U.s. Energy Etf (IYE) 0.1 $13M -10% 322k 39.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $13M -70% 177k 71.33
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.1 $13M +499% 405k 31.07
Automatic Data Processing (ADP) 0.1 $13M +11% 56k 226.20
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $13M +28% 354k 35.47
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $13M 61k 206.59
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.1 $12M +387% 639k 19.11
Honeywell International (HON) 0.1 $12M +11% 73k 166.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $12M +103% 164k 74.28
Accenture Plc Ireland Shs Class A (ACN) 0.1 $12M +12% 46k 257.29
Artesian Res Corp Cl A (ARTNA) 0.1 $12M +204% 241k 48.12
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $12M +691% 208k 55.45
Ishares Core Msci Emkt (IEMG) 0.1 $12M +6% 268k 42.98
Thermo Fisher Scientific (TMO) 0.1 $11M -2% 22k 507.18
Intel Corporation (INTC) 0.1 $11M 438k 25.77
Netflix (NFLX) 0.1 $11M -9% 47k 235.45
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $11M -30% 173k 62.61
Deere & Company (DE) 0.1 $11M -11% 32k 333.89
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $11M -20% 85k 126.22
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $11M +17% 362k 29.61
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $11M +3% 170k 63.02
Union Pacific Corporation (UNP) 0.1 $11M +3% 54k 194.82
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $11M +7% 132k 80.17
Paypal Holdings (PYPL) 0.1 $11M -4% 122k 86.07
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $11M -4% 187k 56.13
Nike CL B (NKE) 0.1 $10M -16% 126k 83.12
Ishares Gold Tr Ishares New (IAU) 0.1 $10M -14% 328k 31.53
Medtronic SHS (MDT) 0.1 $10M +11% 128k 80.75
Duke Energy Corp Com New (DUK) 0.1 $10M +4% 111k 93.02
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $10M -29% 175k 58.51
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $10M -7% 162k 63.30
Moody's Corporation (MCO) 0.1 $10M -2% 42k 243.11
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $10M +29% 495k 20.42
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $10M +7% 182k 55.26
Aim Etf Products Trust Us Lrg Cp Bufr20 (OCTW) 0.1 $10M +3598% 377k 26.75
Philip Morris International (PM) 0.1 $10M +9% 121k 83.01
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $10M -24% 242k 41.44
BlackRock (BLK) 0.1 $9.9M +6% 18k 550.29
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.1 $9.9M -5% 464k 21.32
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $9.8M +5% 169k 57.65
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $9.8M +7% 135k 72.22
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.1 $9.7M +18% 234k 41.53
Ark Etf Tr Innovation Etf (ARKK) 0.1 $9.7M -14% 257k 37.73
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $9.7M +21% 121k 79.96
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $9.7M -16% 214k 45.09
Adobe Systems Incorporated (ADBE) 0.1 $9.6M -18% 35k 275.20
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $9.5M -23% 115k 82.45
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $9.4M +3% 33k 287.30
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $9.3M 23.00 406478.26
Chubb (CB) 0.1 $9.3M +40% 51k 181.88
Williams Companies (WMB) 0.1 $9.3M +75% 324k 28.63
Ishares Tr Mbs Etf (MBB) 0.1 $9.2M +2% 100k 91.58
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $9.0M +7% 88k 102.45
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $9.0M 200k 44.78
3M Company (MMM) 0.1 $8.9M +22% 81k 110.50
General Dynamics Corporation (GD) 0.1 $8.9M +12% 42k 212.18
Wells Fargo & Company (WFC) 0.1 $8.9M +11% 222k 40.22
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $8.8M +4% 107k 82.84
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.1 $8.8M +7% 109k 81.03
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $8.8M -10% 123k 71.95
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $8.7M +13% 337k 25.74
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $8.7M +38% 248k 34.88
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $8.7M 83k 104.85
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $8.6M -8% 76k 114.28
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.1 $8.6M -15% 215k 40.01
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $8.5M +10% 119k 71.39
General Mills (GIS) 0.1 $8.5M 111k 76.61
Alps Etf Tr Oshares Us Qualt (OUSA) 0.1 $8.5M +12% 229k 37.02
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $8.5M -53% 88k 95.99
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $8.4M -34% 235k 35.89
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $8.4M +5% 429k 19.49
Goldman Sachs (GS) 0.1 $8.3M +5% 29k 293.06

Past Filings by Kestra Advisory Services

SEC 13F filings are viewable for Kestra Advisory Services going back to 2020