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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Kestra Investment Management, LLC

Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001962449-24-000007

Total Value
$2.33B
Positions
343
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (343)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642876632,303,707$220.0M9.45%
2ISHARES TR46434V6134,620,587$217.7M9.35%
3SPDR SER TR78464A4092,251,726$186.8M8.02%
4ISHARES TR464287671839,295$110.7M4.75%
5VANGUARD INTL EQUITY INDEX F9220427751,617,215$101.9M4.38%
6ISHARES TR46432F339531,906$95.4M4.10%
7DIMENSIONAL ETF TRUST25434V7992,644,018$74.4M3.20%
8SSGA ACTIVE ETF TR78467V8481,269,077$52.5M2.26%
9ISHARES TR464288885462,334$49.8M2.14%
10WISDOMTREE TRWT1,032,362$45.4M1.95%
11ISHARES TR464288414393,988$42.8M1.84%
12DIMENSIONAL ETF TRUST25434V8071,064,220$40.5M1.74%
13CAPITAL GROUP GROWTH ETF14020G1011,099,493$38.3M1.64%
14ISHARES TR46434V2741,203,074$37.8M1.62%
15ISHARES INC46434G103651,256$37.4M1.61%
16BLACKROCK ETF TRUST IIBLK674,663$36.1M1.55%
17VANGUARD INDEX FDS922908629136,270$36.0M1.54%
18VANGUARD MUN BD FDS922907746696,520$35.6M1.53%
19CAPITAL GROUP DIVIDEND VALUE14020W106947,287$34.5M1.48%
20ISHARES TR464288521548,867$33.8M1.45%
21VANGUARD SCOTTSDALE FDS92206C771648,805$30.6M1.32%
22FIDELITY COVINGTON TRUST316092808168,770$29.5M1.26%
23ISHARES TR464287408122,491$24.2M1.04%
24ISHARES TR464288588249,363$23.9M1.03%
25ISHARES TR464289511441,372$23.7M1.02%
26ISHARES TR464288620439,778$23.1M0.99%
27ISHARES TR46435G268330,255$22.4M0.96%
28ISHARES TR46434V282375,104$22.0M0.95%
29SPDR SER TR78468R853481,245$21.9M0.94%
30JANUS DETROIT STR TR47103U845424,315$21.6M0.93%
31VANGUARD WHITEHALL FDS921946885322,710$21.4M0.92%
32FIDELITY MERRIMACK STR TR316188309454,820$21.3M0.91%
33ISHARES TR46435G250431,738$20.7M0.89%
34MICROSOFT CORPMSFT41,624$17.9M0.77%
35VANGUARD INDEX FDS92290861185,661$17.2M0.74%
36NVIDIA CORPORATIONNVDA136,949$16.6M0.71%
37FIDELITY COVINGTON TRUST31609A305444,752$14.8M0.63%
38FIRST TR EXCHANGE-TRADED FD33738R118181,751$14.6M0.63%
39ISHARES TR46435U713309,606$14.5M0.62%
40FIDELITY COVINGTON TRUST316092840272,247$13.8M0.59%
41APPLE INCAAPL58,797$13.7M0.59%
42JANUS DETROIT STR TR47103U852288,059$13.4M0.58%
43AMERICAN CENTY ETF TR025072349195,263$12.9M0.55%
44ISHARES U S ETF TR46431W838242,807$12.2M0.52%
45ISHARES TR464288877185,401$10.7M0.46%
46CAPITAL GRP FIXED INCM ETF T14020Y102457,895$10.6M0.45%
47SPDR INDEX SHS FDS78463X509242,218$10.0M0.43%
48PIMCO ETF TR72201R866174,688$9.3M0.40%
49VANECK ETF TRUST92189H409163,570$8.7M0.37%
50META PLATFORMS INCMETA14,333$8.2M0.35%
51VANECK ETF TRUST92189F536414,848$7.6M0.33%
52SPDR SER TR78468R77067,027$7.5M0.32%
53JPMORGAN CHASE & CO.VYLD31,458$6.6M0.28%
54AMAZON COM INCAMZN33,439$6.2M0.27%
55ISHARES TR46429B267261,409$6.1M0.26%
56DIMENSIONAL ETF TRUST25434V203192,435$6.1M0.26%
57UNITEDHEALTH GROUP INCUNH9,500$5.6M0.24%
58VANGUARD WORLD FD92191087325,759$5.3M0.23%
59BROADCOM INCAVGO28,563$4.9M0.21%
60CAPITAL GROUP GBL GROWTH EQT14020X104149,633$4.5M0.19%
61ORACLE CORPORCL-PD22,686$3.9M0.17%
62JOHNSON &JOHNSONJNJ20,923$3.4M0.15%
63VERIZON COMMUNICATIONS INCVZ75,182$3.4M0.15%
64SPDR SER TR78464A383144,495$3.3M0.14%
65ALPHABET INCGOOG19,167$3.2M0.14%
66VANGUARD INDEX FDS92290876911,198$3.2M0.14%
67EXXON MOBIL CORPXOM26,094$3.1M0.13%
68MERCK & CO INCMRK23,418$2.7M0.11%
69ISHARES TR46428734165,086$2.6M0.11%
70ELI LILLY &COLLY2,972$2.6M0.11%
71CAL MAINE FOODS INCCALM34,729$2.6M0.11%
72ACCENTURE PLC IRELANDACN7,257$2.6M0.11%
73COMCAST CORP NEWCCZ60,844$2.5M0.11%
74INNOVATIVE INDL PPTYS INCINHD17,328$2.3M0.10%
75VERTIV HOLDINGS COVRT22,740$2.3M0.10%
76STARWOOD PPTY TR INCSTHO110,380$2.2M0.10%
77INVESCO EXCH TRADED FD TR IIIVZ42,750$2.2M0.09%
78ISHARES TR46435G10224,258$2.0M0.09%
79VISA INCV7,208$2.0M0.09%
80VISTRA CORPVST15,836$1.9M0.08%
81PFIZER INCPFE63,530$1.8M0.08%
82ARBOR REALTY TRUST INCABR-PF117,132$1.8M0.08%
83SPDR SER TR78468R40869,634$1.8M0.08%
84TFS FINL CORP87240R107131,674$1.7M0.07%
85DELL TECHNOLOGIES INCDELL14,270$1.7M0.07%
86ISHARES TR46428766317,681$1.7M0.07%
87LINDE PLCLIN3,416$1.6M0.07%
88CISCO SYS INCCSCO29,848$1.6M0.07%
89FOOT LOCKER INC34484910461,462$1.6M0.07%
90NETFLIX INCNFLX2,139$1.5M0.07%
91SCHWAB STRATEGIC TR80852479717,639$1.5M0.06%
92TE CONNECTIVITY PLCTEL9,744$1.5M0.06%
93RTX CORPORATIONRTX12,097$1.5M0.06%
94PROCTER AND GAMBLE CO7427181098,334$1.4M0.06%
95BEST BUY INCBBY13,740$1.4M0.06%
963M COMMM10,261$1.4M0.06%
97JACKSON FINANCIAL INCJXN-PA15,268$1.4M0.06%
98ARTISAN PARTNERS ASSET MGMT04316A10831,391$1.4M0.06%
99ISHARES TR4642872002,353$1.4M0.06%
100HOME DEPOT INCHD3,282$1.3M0.06%
101ERIE INDTY CO29530P1022,461$1.3M0.06%
102S&P GLOBAL INCSPGI2,552$1.3M0.06%
103VANGUARD INTL EQUITY INDEX F92204277520,761$1.3M0.06%
104MOTOROLA SOLUTIONS INCMSI2,895$1.3M0.06%
105GENTEX CORPGNTX43,568$1.3M0.06%
106TRAVELERS COMPANIES INCTRV5,140$1.2M0.05%
107APOLLO GLOBAL MGMT INC03769M1069,543$1.2M0.05%
108CAPITAL GRP FIXED INCM ETF T14020Y40945,389$1.2M0.05%
109SABRA HEALTH CARE REIT INCSBRA63,102$1.2M0.05%
110ARISTA NETWORKS INCANET2,982$1.1M0.05%
111AMERIPRISE FINL INC03076C1062,433$1.1M0.05%
112TARGET CORPTGT7,234$1.1M0.05%
113AMGEN INCAMGN3,431$1.1M0.05%
114ANTERO MIDSTREAM CORPAM73,314$1.1M0.05%
115ABBVIE INCABBV5,529$1.1M0.05%
116COCA COLA COKO15,105$1.1M0.05%
117VANGUARD INDEX FDS9229087362,813$1.1M0.05%
118COLGATE PALMOLIVE COCL10,395$1.1M0.05%
119VERTEX PHARMACEUTICALS INCVRTX2,315$1.1M0.05%
120BANK AMERICA CORP06050510426,946$1.1M0.05%
121AMERICAN EXPRESS COAXP3,912$1.1M0.05%
122COMFORT SYS USA INC1999081042,717$1.1M0.05%
123CHEVRON CORP NEWCVX7,080$1.0M0.04%
124ISHARES TR46432F84213,063$1.0M0.04%
125WILLIAMS COS INC96945710021,899$999,6890.04%
126PROGRESSIVE CORP7433151033,918$994,2320.04%
127AIR PRODS & CHEMS INCAIIR3,331$991,7720.04%
128WESTERN UN COWU81,639$973,9540.04%
129UNITED PARCEL SERVICE INCUPS7,026$957,9250.04%
130ISHARES TR4642884148,746$950,0780.04%
131VANGUARD INDEX FDS9229087445,401$942,8530.04%
132SKECHERS U S A INC83056610513,909$930,7900.04%
133CONSTELLATION ENERGY CORPCEG3,561$925,9310.04%
134UNION PAC CORPUNP3,744$922,8210.04%
135FASTENAL COFAST12,722$908,6060.04%
136SITIO ROYALTIES CORP82983N10842,941$894,8910.04%
137MASTERCARD INCORPORATEDMA1,809$893,2840.04%
138PEGASYSTEMS INCPEGA12,219$893,0870.04%
139MEDICAL PPTYS TRUST INC58463J304150,967$883,1570.04%
140TAPESTRY INCTPR18,794$882,9420.04%
141SL GREEN RLTY CORP78440X88712,584$875,9730.04%
142TESLA INCTSLA3,344$874,8910.04%
143ONE GAS INCOGS11,681$869,3010.04%
144VULCAN MATLS CO9291601093,443$862,2310.04%
145CONAGRA BRANDS INCCAG26,084$848,2520.04%
146CASEYS GEN STORES INC1475281032,231$838,2090.04%
147ADOBE INCADBE1,576$816,0210.04%
148WALMART INCWMT9,993$806,9350.03%
149ISHARES TR4642886127,461$799,0730.03%
150COPA HOLDINGS SACPA8,468$794,6380.03%
151FIRST INTST BANCSYSTEM INC32055Y20125,727$789,3050.03%
152HA SUSTAINABLE INFRA CAP INC41068X10022,888$788,9500.03%
153SPOTIFY TECHNOLOGY S ASPOT2,117$780,1780.03%
154VANGUARD INDEX FDS9229083631,478$779,8960.03%
155QUALCOMM INCQCOM4,555$774,5780.03%
156SALESFORCE INCCRM2,800$766,3880.03%
157COLUMBIA BKG SYS INC19723610228,748$750,6110.03%
158EMCOR GROUP INCEME1,684$725,0130.03%
159MARSH &MCLENNAN COS INC5717481023,249$724,8190.03%
160TEGNA INC87901J10545,116$711,9300.03%
161ELEVANCE HEALTH INCELV1,365$709,8000.03%
162HIGHWOODS PPTYS INC43128410821,135$708,2340.03%
163THE CIGNA GROUP1255231002,016$698,4230.03%
164NEXTERA ENERGY INCNEE-PW8,168$690,4410.03%
165OMEGA HEALTHCARE INVS INC68193610016,951$689,9060.03%
166CURTISS WRIGHT CORPCW2,070$680,3880.03%
167INTERNATIONAL BUSINESS MACHSINTR3,041$672,3040.03%
168DECKERS OUTDOOR CORPDECK4,212$671,6030.03%
169BERKSHIRE HATHAWAY INC DELBRK-A1,457$670,5990.03%
170TEXAS INSTRS INC8825081043,240$669,2870.03%
171QORVO INCQRVO6,403$661,4300.03%
172REGENERON PHARMACEUTICALSREGN616$647,5640.03%
173AFFILIATED MANAGERS GROUP INMGRE3,585$637,4130.03%
174GLOBAL X FDS37954Y65730,646$636,8240.03%
175J P MORGAN EXCHANGE TRADED F46641Q33210,642$633,3050.03%
176KINSALE CAP GROUP INC49714P1081,339$623,3980.03%
177BRUKER CORPBRKRP8,996$621,2640.03%
178FREEPORT-MCMORAN INCFCX12,400$619,0080.03%
179ISHARES TR46435U85316,439$618,9280.03%
180EATON CORP PLCETN1,850$613,1640.03%
181FIRST TR EXCHNG TRADED FD VI33740F75520,474$611,9680.03%
182PRICE T ROWE GROUP INCTROW5,610$611,0980.03%
183COSTCO WHSL CORP NEW22160K105688$609,9260.03%
184LAM RESEARCH CORPLRCX736$600,6350.03%
185CARTERS INCCRI9,238$600,2860.03%
186PAYCHEX INCPAYX4,473$600,2320.03%
187CHEMED CORP NEWCHE998$599,7680.03%
188TERADATA CORP DELTDC19,596$594,5430.03%
189MATTEL INCMAT31,164$593,6740.03%
190CROWDSTRIKE HLDGS INCCRWD2,109$591,5110.03%
191APPLIED MATLS INC0382221052,925$590,9960.03%
192HERSHEY COHSY3,065$587,8060.03%
193ENERSYSENS5,746$586,3790.03%
194AUTONATION INCAN3,272$585,4260.03%
195NEWMARKET CORPNEU1,053$581,1400.02%
196LEGG MASON ETF INVT5246822007,885$575,7920.02%
197BROADSTONE NET LEASE INCBNL30,285$573,9010.02%
198KIMBERLY-CLARK CORPKMB4,021$572,1080.02%
199ZOETIS INCZTS2,928$572,0730.02%
200WESTLAKE CORPORATIONWLK3,763$565,5410.02%
201MANHATTAN ASSOCIATES INCMANH1,998$562,1970.02%
202AVANGRID INC05351W10315,455$553,1350.02%
203SPDR SER TR78468R6635,989$549,8500.02%
204GARMIN LTDGRMN3,110$547,4530.02%
205THERMO FISHER SCIENTIFIC INCTMO879$543,7230.02%
206MEDTRONIC PLCMDT5,959$536,4890.02%
207ILLINOIS TOOL WKS INC4523081092,044$535,6710.02%
208CENCORA INCCOR2,354$529,8380.02%
209PEPSICO INCPEP3,102$527,4950.02%
210ALPHABET INCGOOG3,149$526,4810.02%
211WILLIAMS SONOMA INCWSM3,378$523,3200.02%
212VALLEY NATL BANCORP91979410756,816$514,7530.02%
213SEAGATE TECHNOLOGY HLDNGS PLSE4,568$500,3330.02%
214LOCKHEED MARTIN CORPLMT852$498,0450.02%
215DIMENSIONAL ETF TRUST25434V70814,430$494,8050.02%
216AVALONBAY CMNTYS INCAWX2,196$494,6490.02%
217JOHNSON CTLS INTL PLCG515021056,288$488,0120.02%
218VEEVA SYS INCVEEV2,312$485,2190.02%
219CAPITAL GRP FIXED INCM ETF T14020Y30017,266$480,6850.02%
220VANGUARD TAX-MANAGED FDS9219438589,066$478,7750.02%
221HONEYWELL INTL INC4385161062,316$478,7400.02%
222PILGRIMS PRIDE CORPPPC10,288$473,7620.02%
223VANGUARD INDEX FDS9229086291,791$472,5200.02%
224OWENS CORNING NEWOC2,672$471,6610.02%
225SKYWORKS SOLUTIONS INCSWKS4,684$462,6390.02%
226BJS WHSL CLUB HLDGS INC05550J1015,192$428,2360.02%
227WELLS FARGO CO NEW9497461017,570$427,6290.02%
228DBX ETF TR23305120010,145$426,2930.02%
229GAMING & LEISURE PPTYS INC36467J1088,216$422,7130.02%
230VANGUARD MUN BD FDS9229077468,268$422,6600.02%
231DICKS SPORTING GOODS INC2533931022,023$422,2000.02%
232JANUS HENDERSON GROUP PLCJHG11,053$420,7880.02%
233NETAPP INCNTAP3,373$416,5990.02%
234VALVOLINE INCVVV9,866$412,8920.02%
235MURPHY USA INCMUSA823$405,6330.02%
236CONOCOPHILLIPSCOP3,832$403,4330.02%
237L3HARRIS TECHNOLOGIES INCLHX1,654$393,4370.02%
238CATERPILLAR INCCAT1,005$393,0760.02%
239UBER TECHNOLOGIES INCUBER5,221$392,4100.02%
240MSCI INCMSCI667$388,8140.02%
241VAIL RESORTS INCMTN2,225$387,7960.02%
242LINCOLN NATL CORP IND53418710912,244$385,8090.02%
243AT&T INCT-PC17,376$382,2720.02%
244INTUITIVE SURGICAL INCISRG773$379,7520.02%
245UFP INDUSTRIES INCUFPI2,844$373,1610.02%
246AUTODESK INCADSK1,348$371,3470.02%
247RENAISSANCERE HLDGS LTDRNR-PG1,363$371,2810.02%
248MSC INDL DIRECT INC5535301064,260$366,6160.02%
249CAPITAL ONE FINL CORP14040H1052,410$360,8490.02%
250FRANKLIN RESOURCES INCBEN17,888$360,4440.02%
251ISHARES TR4642886386,651$357,2920.02%
252INTERPUBLIC GROUP COS INCINTR11,258$356,0910.02%
253PPG INDS INC6935061072,683$355,3900.02%
254FIRST TR EXCHNG TRADED FD VI33740U6619,714$349,9950.02%
255STRYKER CORPORATIONSYK958$346,0870.01%
256ISHARES TR4642886612,864$342,5490.01%
257CVS HEALTH CORPCVS5,422$340,9350.01%
258NORTHROP GRUMMAN CORPNOC645$340,6050.01%
259MICRON TECHNOLOGY INCMU3,259$337,9910.01%
260BRIXMOR PPTY GROUP INC11120U10512,109$337,3570.01%
261EDISON INTL2810201073,824$333,0330.01%
262COPART INCCPRT6,351$332,7920.01%
263TEREX CORP NEWTEX6,277$332,1160.01%
264ROKU INCROKU4,411$329,3250.01%
265GRAINGER W W INC384802104315$327,2250.01%
266ISHARES TR4642878042,790$326,3180.01%
267TJX COS INC NEW8725401092,745$322,6470.01%
268LYONDELLBASELL INDUSTRIES NLYB3,364$322,6080.01%
269FOUR CORNERS PPTY TR INC35086T10910,506$307,9310.01%
270ATMOS ENERGY CORPATO2,211$306,6880.01%
271VORNADO RLTY TR9290421097,766$305,9810.01%
272ISHARES TR4642873093,154$301,9960.01%
273SOUTHWESTERN ENERGY CO84546710942,017$298,7410.01%
274CROWN CASTLE INCCCI2,504$297,0500.01%
275SPROUTS FMRS MKT INC85208M1022,682$296,1200.01%
276VALARIS LTDVAL-WT5,286$294,6950.01%
277NUTANIX INCNTNX4,958$293,7620.01%
278FERGUSON ENTERPRISES INCFERG1,455$288,9190.01%
279RAYONIER INCRYN8,914$286,8530.01%
280ADVANCED MICRO DEVICES INCAMD1,746$286,4840.01%
281GATES INDL CORP PLCG3910810816,215$284,5730.01%
282ENTEGRIS INCENTG2,496$280,8750.01%
283QUALYS INCQLYS2,186$280,8140.01%
284ISHARES INC4642862857,073$275,9880.01%
285SPDR SER TR78464A4749,028$273,3680.01%
286HEXCEL CORP NEW4282911084,362$269,7020.01%
287DROPBOX INCDBX10,597$269,4820.01%
288BLACKROCK ETF TRUSTBLK4,276$268,2760.01%
289EBAY INC.EBAY4,101$267,0160.01%
290ISHARES TR4642874573,207$266,6620.01%
291ISHARES TR4642874322,715$266,3420.01%
292OMNICOM GROUP INCOMC2,538$262,4040.01%
293SPDR SER TR78468R7395,393$259,6190.01%
294ISHARES TR46434V8037,308$258,8490.01%
295LOUISIANA PAC CORPLPX2,400$257,9040.01%
296PULTE GROUP INC7458671011,782$255,7700.01%
297DISNEY WALT CO2546871062,656$255,4810.01%
298EPAM SYS INCEPAM1,262$251,1760.01%
299SPDR S&P 500 ETF TRSPY436$250,1590.01%
300INVESCO EXCH TRADED FD TR IIIVZ1,245$250,0580.01%
301SEMPRASREA2,952$246,8760.01%
302DOMINION ENERGY INCD4,075$235,4940.01%
303INTUITINTU379$235,3590.01%
304MEDPACE HLDGS INCMEDP698$232,9920.01%
305METLIFE INCMET-PF2,812$231,9340.01%
306PNC FINL SVCS GROUP INC6934751051,251$231,2470.01%
307PHILIP MORRIS INTL INC7181721091,899$230,5390.01%
308HUBSPOT INCHUBS433$230,1830.01%
309SHERWIN WILLIAMS COSHW595$227,0940.01%
310RINGCENTRAL INCRNG7,167$226,6920.01%
311PURE STORAGE INC74624M1024,512$226,6830.01%
312IDACORP INCIDA2,187$225,4580.01%
313MONDELEZ INTL INC6092071053,055$225,0620.01%
314FIDELITY COVINGTON TRUST3160928814,149$224,8820.01%
315AUTOMATIC DATA PROCESSING INADP811$224,4280.01%
316ISHARES TR4642876711,700$224,2470.01%
317GRACO INCGGG2,530$221,4010.01%
318ISHARES TR464287614585$219,5970.01%
319AMCOR PLCAMCCF19,369$219,4510.01%
320FIRST TR EXCHNG TRADED FD VI33740U7299,270$218,2160.01%
321MARATHON PETE CORPMARA1,336$217,6480.01%
322BLACKROCK INCBLK229$217,4380.01%
323EXELON CORPEXC5,299$214,8740.01%
324WASTE MGMT INC DEL94106L1091,030$213,8280.01%
325TAIWAN SEMICONDUCTOR MFG LTD8740391001,223$212,3980.01%
326CORPAY INCCPAY679$212,3640.01%
327GILEAD SCIENCES INCGILD2,508$210,2710.01%
328DUKE ENERGY CORP NEWDUKB1,819$209,7310.01%
329MUELLER INDS INC6247561022,827$209,4810.01%
330VANGUARD WORLD FD9219108401,630$209,0960.01%
331KINDER MORGAN INC DELEP-PC9,447$208,6840.01%
332ONEOK INC NEWOKE2,265$206,4090.01%
333BRISTOL-MYERS SQUIBB COCELG-RI3,976$205,7180.01%
334HANOVER INS GROUP INC4108671051,375$203,6510.01%
335HF SINCLAIR CORPDINO4,568$203,5960.01%
336INVESCO QQQ TRIVZ417$203,5250.01%
337MONOLITHIC PWR SYS INC609839105220$203,3900.01%
338SPDR SER TR78464A8543,009$203,1380.01%
339SYNOPSYS INCSNPS401$203,0620.01%
340NXP SEMICONDUCTORS N VNXPI843$202,3280.01%
341SCHWAB CHARLES CORPSCHW-PJ3,116$201,9480.01%
342CARDINAL HEALTH INCCAH1,827$201,9200.01%
343SCHWAB STRATEGIC TR8085248703,752$201,2200.01%