Kestra Investment Management, LLC Q2 2025 Filing

Filed August 15, 2025

Portfolio Value

$3.2B

Holdings

897

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (897 positions)

StockValue
IUSVISHARES TR
$255.4M
IUSBISHARES TR
$190.6M
SPYGSPDR SER TR
$175.2M
QUALISHARES TR
$134.8M
DFICDIMENSIONAL ETF TRUST
$131.4M
VEUVANGUARD INTL EQUITY INDEX F
$129.9M
VOVANGUARD INDEX FDS
$113.1M
IUSGISHARES TR
$110.5M
TOTLSSGA ACTIVE ETF TR
$99.7M
DFIVDIMENSIONAL ETF TRUST
$94.8M
DEMWISDOMTREE TR
$89.1M
BINCBLACKROCK ETF TRUST II
$84.0M
JAAAJANUS DETROIT STR TR
$80.8M
INTFISHARES TR
$70.6M
IGLBISHARES TR
$65.9M
CGDGCAPITAL GROUP DIVIDEND VALUE
$64.9M
CGGRCAPITAL GROUP GROWTH ETF
$61.0M
IGSBISHARES TR
$54.2M
IEMGISHARES INC
$46.9M
ONEYSPDR SER TR
$46.0M
MBBISHARES TR
$41.7M
EFGISHARES TR
$41.6M
VMBSVANGUARD SCOTTSDALE FDS
$39.3M
VTEBVANGUARD MUN BD FDS
$39.1M
USIGISHARES TR
$38.6M
MUBISHARES TR
$37.6M
FTECFIDELITY COVINGTON TRUST
$34.5M
JMBSJANUS DETROIT STR TR
$29.1M
MLNVANECK ETF TRUST
$28.0M
LRGFISHARES TR
$25.3M
TDIVFIRST TR EXCHANGE TRADED FD
$25.2M
FELGFIDELITY COVINGTON TRUST
$24.8M
AAPLAPPLE INC
$23.6M
NVDANVIDIA CORPORATION
$23.4M
MEARISHARES U S ETF TR
$23.4M
AVLVAMERICAN CENTY ETF TR
$22.2M
CGCPCAPITAL GRP FIXED INCM ETF T
$20.3M
FBNDFIDELITY MERRIMACK STR TR
$18.2M
MSFTMICROSOFT CORP
$18.0M
DFAIDIMENSIONAL ETF TRUST
$16.4M
MUNIPIMCO ETF TR
$15.8M
FDVVFIDELITY COVINGTON TRUST
$14.6M
IVEISHARES TR
$14.5M
USRTISHARES TR
$13.0M
SPEMSPDR INDEX SHS FDS
$12.6M
AMZNAMAZON COM INC
$11.7M
METAMETA PLATFORMS INC
$11.5M
SHYMBLACKROCK ETF TRUST II
$11.5M
INFLLISTED FD TR
$11.3M
JPMJPMORGAN CHASE & CO.
$9.2M
VWOBVANGUARD WHITEHALL FDS
$8.1M
BACVERIZON COMMUNICATIONS INC
$8.0M
JMSTJ P MORGAN EXCHANGE TRADED F
$7.3M
UNHUNITEDHEALTH GROUP INC
$7.2M
MTUMISHARES TR
$6.9M
AVGOBROADCOM INC
$6.3M
GOOGLALPHABET INC
$6.2M
CGGOCAPITAL GROUP GBL GROWTH EQT
$5.6M
SPMBSPDR SER TR
$5.6M
CSCOCISCO SYS INC
$5.5M
ACNACCENTURE PLC IRELAND
$5.4M
AWMSKYWORKS SOLUTIONS INC
$4.4M
XOMEXXON MOBIL CORP
$4.2M
JNJJOHNSON & JOHNSON
$4.2M
VOOVANGUARD INDEX FDS
$3.8M
NFLXNETFLIX INC
$3.8M
ORCLORACLE CORP
$3.8M
MRKMERCK & CO INC
$3.7M
VTIVANGUARD INDEX FDS
$3.4M
IVVISHARES TR
$3.4M
VVISA INC
$3.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.3M
TROWPRICE T ROWE GROUP INC
$3.3M
CALMCAL MAINE FOODS INC
$3.0M
HYDBISHARES TR
$3.0M
STWDSTARWOOD PPTY TR INC
$2.8M
CRMSALESFORCE INC
$2.8M
DFUSDIMENSIONAL ETF TRUST
$2.7M
LLYELI LILLY & CO
$2.7M
CMCSACOMCAST CORP NEW
$2.6M
TSLATESLA INC
$2.6M
TFSLTFS FINL CORP
$2.6M
APAMARTISAN PARTNERS ASSET MGMT
$2.5M
W3UWESTERN UN CO
$2.5M
HYDVANECK ETF TRUST
$2.4M
AVUSAMERICAN CENTY ETF TR
$2.3M
GRMNGARMIN LTD
$2.2M
APDAIR PRODS & CHEMS INC
$2.2M
CPACOPA HOLDINGS SA
$2.2M
OGSONE GAS INC
$2.2M
BBYBEST BUY INC
$2.1M
MDTMEDTRONIC PLC
$2.1M
PGRPROGRESSIVE CORP
$2.1M
LNGCHENIERE ENERGY INC
$2.1M
PFEPFIZER INC
$2.1M
GOOGALPHABET INC
$2.0M
AMGNAMGEN INC
$2.0M
ABBVABBVIE INC
$2.0M
PPCPILGRIMS PRIDE CORP
$2.0M
AVIGAMERICAN CENTY ETF TR
$2.0M
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