Fund Update: Kestra Investment Management, LLC Just Disclosed New Holdings

Fund Update: Kestra Investment Management, LLC Just Disclosed New Holdings

Kestra Investment Management, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-01-31 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

  • An increase of 9,845 shares of $PM (~$1,182,876). This was a increase of ~518.43% from their previous position.
  • An increase of 3,380 shares of $BRK.B (~$1,521,835). This was a increase of ~231.98% from their previous position.
  • A decrease of 548,837 shares of $USRT (~$33,792,049). This was a increase of ~-99.99% from their previous position.
  • A decrease of 3,012 shares of $MDLZ (~$222,510). This was a increase of ~-98.59% from their previous position.
  • An increase of 3,406 shares of $VOO (~$1,851,708). This was a increase of ~230.45% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Kestra Investment Management, LLC for more details.