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Kestra Private Wealth Services

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

Top 5 stock holdings are AAPL, MSFT, AMZN, NVDA, BRK.B, and represent 12.21% of Kestra Private Wealth Services's stock portfolio.
Added to shares of these 10 stocks: BUFR (+$19M), IJH (+$16M), WMT (+$15M), VOO (+$14M), IWY (+$9.6M), MOAT (+$9.1M), SDVY (+$8.6M), CGDV (+$7.2M), RDVY (+$7.0M), FBCG (+$6.9M).
Started 157 new stock positions in APP, RHP, NKLA, HAS, CIEN, VGLT, NXG, IEV, WFIG, CINF.
Reduced shares in these 10 stocks: DGRO (-$7.9M), ICSH (-$5.8M), PAYX (-$5.6M), MGK, XMAR, STIP, IVV, IJR, PSX, RDVI.
Sold out of its positions in BTAL, Aes Corp, BCI, DWSH, Ageagle Aerial Sys, AFB, Alteryx, AAL, Atlantic Coastal Acquistn, BIDU.
Kestra Private Wealth Services was a net buyer of stock by $258M.
Kestra Private Wealth Services has $4.4B in assets under management (AUM), dropping by 13.12%.
Central Index Key (CIK): 0001649451

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Portfolio Holdings for Kestra Private Wealth Services

Kestra Private Wealth Services holds 1307 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Kestra Private Wealth Services has 1307 total positions. Only the first 250 positions are shown.

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Download the Kestra Private Wealth Services March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.8	$168M		978k	171.48	View chart
Microsoft Corporation (MSFT)	2.7	$119M		283k	420.72	View chart
Amazon (AMZN)	2.3	$101M		560k	180.38	View chart
NVIDIA Corporation (NVDA)	1.9	$84M	+3%	93k	903.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$70M	+2%	166k	420.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$50M	+37%	105k	480.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$50M	-7%	95k	525.73	View chart
JPMorgan Chase & Co. (JPM)	1.1	$49M		243k	200.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$48M	+5%	489k	97.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$46M	+3%	305k	150.93	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$46M	+3%	282k	162.86	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.0	$44M	+8%	871k	50.29	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$44M	+2%	127k	344.20	View chart
Costco Wholesale Corporation (COST)	0.9	$40M	-6%	55k	732.63	View chart
Visa Com Cl A (V)	0.9	$40M	+4%	143k	279.08	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.9	$38M	+22%	681k	56.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$38M	+14%	86k	444.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.8	$35M	+113%	1.3M	27.96	View chart
Meta Platforms Cl A (META)	0.8	$35M		72k	485.58	View chart
Home Depot (HD)	0.8	$34M		88k	383.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$32M	+10%	96k	337.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$31M	+12%	405k	77.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$31M	+7%	202k	152.26	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$29M		56k	523.07	View chart
Merck & Co (MRK)	0.6	$28M		215k	131.95	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$28M	+12%	313k	90.44	View chart
Qualcomm (QCOM)	0.6	$26M		153k	169.30	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$26M	+60%	131k	195.10	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.6	$25M	+5%	1.2M	20.97	View chart
Broadcom (AVGO)	0.5	$24M	+2%	18k	1325.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$24M	-5%	92k	259.90	View chart
Eli Lilly & Co. (LLY)	0.5	$24M	+3%	31k	777.97	View chart
Exxon Mobil Corporation (XOM)	0.5	$23M	+7%	200k	116.24	View chart
Chevron Corporation (CVX)	0.5	$23M	+3%	145k	157.74	View chart
Wal-Mart Stores (WMT)	0.5	$23M	+197%	376k	60.17	View chart
Procter & Gamble Company (PG)	0.5	$22M	-3%	137k	162.25	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$22M	+43%	286k	76.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$22M	-2%	293k	74.22	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$22M	+5%	227k	94.62	View chart
Abbvie (ABBV)	0.5	$21M		117k	182.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$21M	+352%	347k	60.74	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$20M	+37%	350k	58.11	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.4	$20M	+11%	452k	43.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$20M	+10%	389k	50.17	View chart
Johnson & Johnson (JNJ)	0.4	$19M		123k	158.19	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.4	$19M		155k	123.90	View chart
salesforce (CRM)	0.4	$19M	+5%	63k	301.18	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$19M	+93%	209k	89.90	View chart
UnitedHealth (UNH)	0.4	$19M	+4%	37k	494.70	View chart
Pepsi (PEP)	0.4	$18M	+33%	104k	175.01	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$18M	+37%	243k	73.15	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.4	$17M	+7%	680k	25.63	View chart
Bank of America Corporation (BAC)	0.4	$17M		460k	37.92	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.4	$17M	+99%	498k	34.82	View chart
Amgen (AMGN)	0.4	$17M	+10%	61k	284.32	View chart
Lockheed Martin Corporation (LMT)	0.4	$17M	+2%	38k	454.87	View chart
Cisco Systems (CSCO)	0.4	$17M		344k	49.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$17M	+8%	290k	57.86	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$17M	-7%	194k	85.65	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$16M	+19%	175k	93.71	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$16M	-4%	269k	59.62	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$16M	-5%	379k	42.23	View chart
Phillips 66 (PSX)	0.4	$16M	-20%	95k	163.34	View chart
Tesla Motors (TSLA)	0.4	$16M	+3%	89k	175.79	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$15M	+14%	304k	50.74	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$15M		44k	346.61	View chart
McDonald's Corporation (MCD)	0.3	$15M		53k	281.95	View chart
General Dynamics Corporation (GD)	0.3	$15M		52k	282.49	View chart
Raytheon Technologies Corp (RTX)	0.3	$15M		151k	97.53	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$15M	+2%	128k	114.14	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$15M		283k	51.60	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$15M	-14%	168k	86.67	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$15M	-24%	51k	286.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$14M	+11%	173k	80.63	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$14M	-3%	177k	76.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$14M	-4%	66k	205.72	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$13M	+12%	235k	56.39	View chart
Walt Disney Company (DIS)	0.3	$13M		107k	122.36	View chart
Starbucks Corporation (SBUX)	0.3	$13M		142k	91.39	View chart
Nextera Energy (NEE)	0.3	$13M	-2%	201k	63.91	View chart
International Business Machines (IBM)	0.3	$13M	-2%	67k	190.96	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$13M	+118%	331k	38.47	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$13M	+2%	71k	179.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$13M	-23%	113k	110.52	View chart
Mastercard Incorporated Cl A (MA)	0.3	$13M		26k	481.56	View chart
United Parcel Service CL B (UPS)	0.3	$12M	+2%	82k	148.63	View chart
Verizon Communications (VZ)	0.3	$12M		288k	41.96	View chart
Advanced Micro Devices (AMD)	0.3	$12M	+5%	67k	180.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$12M		65k	182.61	View chart
Abbott Laboratories (ABT)	0.3	$12M		103k	113.66	View chart
Oracle Corporation (ORCL)	0.3	$12M	+8%	93k	125.61	View chart
Morgan Stanley Com New (MS)	0.3	$12M	+9%	122k	94.16	View chart
Union Pacific Corporation (UNP)	0.3	$12M	-3%	47k	245.93	View chart
Coca-Cola Company (KO)	0.3	$12M		188k	61.18	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$11M		226k	50.74	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$11M	+5%	70k	158.81	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$11M	+101%	68k	164.35	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$11M	-11%	224k	48.25	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$11M	+12%	214k	50.10	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$11M	+18%	102k	104.73	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.2	$11M		139k	76.32	View chart
Caterpillar (CAT)	0.2	$11M	-12%	29k	366.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$10M	+63%	142k	72.63	View chart
Eaton Corp SHS (ETN)	0.2	$10M	-5%	33k	312.68	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$10M	+6%	108k	94.41	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$10M		81k	125.33	View chart
Texas Instruments Incorporated (TXN)	0.2	$10M	-7%	57k	174.21	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$9.8M	+6%	110k	89.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$9.8M		85k	115.30	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$9.7M	+59%	52k	186.81	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$9.7M	+35%	231k	42.11	View chart
Bristol Myers Squibb (BMY)	0.2	$9.7M	+16%	179k	54.23	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$9.6M	-25%	82k	117.21	View chart
Medtronic SHS (MDT)	0.2	$9.5M	+14%	109k	87.15	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.2	$9.5M	+30%	296k	32.19	View chart
Palo Alto Networks (PANW)	0.2	$9.5M	+80%	33k	284.13	View chart
Netflix (NFLX)	0.2	$9.5M	-13%	16k	607.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$9.2M	+30%	109k	84.44	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$9.1M	+2%	167k	54.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$8.9M	+162%	17k	524.34	View chart
Emerson Electric (EMR)	0.2	$8.9M	+14%	79k	113.42	View chart
Micron Technology (MU)	0.2	$8.9M	-2%	76k	117.89	View chart
American Express Company (AXP)	0.2	$8.9M	+4%	39k	227.69	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$8.9M	+3%	73k	120.99	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$8.8M	+6%	506k	17.32	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$8.7M	-47%	151k	58.06	View chart
Pfizer (PFE)	0.2	$8.7M	+7%	313k	27.75	View chart
Northrop Grumman Corporation (NOC)	0.2	$8.7M		18k	478.66	View chart
Analog Devices (ADI)	0.2	$8.6M		44k	197.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$8.4M		37k	228.59	View chart
Intercontinental Exchange (ICE)	0.2	$8.4M		61k	137.43	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$8.4M	+193%	37k	225.92	View chart
Chubb (CB)	0.2	$8.2M		32k	259.13	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$8.1M	+853%	249k	32.50	View chart
Altria (MO)	0.2	$8.0M	+7%	184k	43.62	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$8.0M		25k	320.59	View chart
Dbx Etf Tr Xtrack Msci Emrg (DBEM)	0.2	$8.0M	+3%	333k	23.92	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$7.9M	-6%	61k	131.37	View chart
AutoZone (AZO)	0.2	$7.9M		2.5k	3152.07	View chart
Honeywell International (HON)	0.2	$7.8M		38k	205.25	View chart
Goldman Sachs (GS)	0.2	$7.8M	+2%	19k	417.69	View chart
Linde SHS (LIN)	0.2	$7.8M		17k	464.32	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$7.7M	+3%	75k	103.79	View chart
Lowe's Companies (LOW)	0.2	$7.6M		30k	254.73	View chart
Adobe Systems Incorporated (ADBE)	0.2	$7.6M	+6%	15k	504.61	View chart
BlackRock (BLK)	0.2	$7.6M	+32%	9.1k	833.71	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.2	$7.6M	-18%	294k	25.87	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$7.5M	-7%	19k	397.75	View chart
CVS Caremark Corporation (CVS)	0.2	$7.5M	-3%	94k	79.76	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$7.5M		36k	208.27	View chart
Automatic Data Processing (ADP)	0.2	$7.4M	-5%	30k	249.74	View chart
Ford Motor Company (F)	0.2	$7.3M		547k	13.28	View chart
Uber Technologies (UBER)	0.2	$7.2M	-9%	94k	76.99	View chart
Nike CL B (NKE)	0.2	$7.1M	-3%	76k	93.98	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.2	$7.1M	-3%	78k	91.05	View chart
L3harris Technologies (LHX)	0.2	$6.7M		31k	213.10	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$6.6M	+6%	119k	55.67	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$6.6M	+5%	62k	107.60	View chart
Target Corporation (TGT)	0.1	$6.6M	-2%	37k	177.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$6.6M	-4%	27k	249.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$6.6M	+7%	32k	210.30	View chart
Stryker Corporation (SYK)	0.1	$6.5M		18k	357.86	View chart
Intel Corporation (INTC)	0.1	$6.5M	-3%	147k	44.17	View chart
Boeing Company (BA)	0.1	$6.4M	-17%	33k	192.99	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$6.4M	-9%	79k	81.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$6.4M	+5%	33k	191.88	View chart
Thermo Fisher Scientific (TMO)	0.1	$6.4M	+9%	11k	581.20	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$6.3M	+3%	48k	130.73	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$6.2M	+24%	118k	52.16	View chart
Canadian Natural Resources (CNQ)	0.1	$6.2M		81k	76.32	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$6.1M	+4%	60k	102.76	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$6.1M	-8%	77k	79.86	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$6.0M	+8%	103k	58.65	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$5.9M		141k	42.01	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$5.9M	+79%	74k	80.51	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$5.8M	+23%	71k	81.53	View chart
Duke Energy Corp Com New (DUK)	0.1	$5.7M	+3%	59k	96.71	View chart
American Tower Reit (AMT)	0.1	$5.7M	+657%	29k	197.59	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$5.7M	-2%	24k	239.76	View chart
S&p Global (SPGI)	0.1	$5.7M	+11%	13k	425.45	View chart
Applied Materials (AMAT)	0.1	$5.6M	-4%	27k	206.23	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$5.6M	+29%	42k	134.82	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$5.6M	+13%	21k	270.80	View chart
At&t (T)	0.1	$5.5M	+10%	315k	17.60	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$5.5M	-16%	27k	205.09	View chart
Broadridge Financial Solutions (BR)	0.1	$5.5M		27k	204.86	View chart
Wells Fargo & Company (WFC)	0.1	$5.5M		95k	57.96	View chart
Waste Management (WM)	0.1	$5.5M		26k	213.15	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.4M	+2%	35k	155.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$5.4M	+6%	129k	41.77	View chart
General Electric Com New (GE)	0.1	$5.3M	-2%	30k	175.53	View chart
Novo-nordisk A S Adr (NVO)	0.1	$5.3M	+6%	41k	128.40	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$5.3M		105k	50.08	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$5.2M	+29%	35k	147.73	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$5.2M		48k	108.92	View chart
Arista Networks (ANET)	0.1	$5.2M	+19%	18k	289.98	View chart
Zoetis Cl A (ZTS)	0.1	$5.2M	+3%	31k	169.21	View chart
Constellation Brands Cl A (STZ)	0.1	$5.1M	+2%	19k	271.76	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.1	$5.1M	-13%	45k	113.37	View chart
AmerisourceBergen (COR)	0.1	$5.0M	+2%	21k	242.99	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$4.9M	+10%	355k	13.87	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$4.9M		5.0k	970.51	View chart
Tractor Supply Company (TSCO)	0.1	$4.9M	+8%	19k	261.72	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$4.8M	+38%	98k	49.41	View chart
Comcast Corp Cl A (CMCSA)	0.1	$4.8M	+10%	112k	43.35	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$4.8M	+56%	96k	50.60	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$4.8M	+33%	114k	42.12	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$4.8M	+31%	40k	120.28	View chart
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)	0.1	$4.7M	+38%	586k	8.07	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$4.7M	+8%	65k	72.19	View chart
Trex Company (TREX)	0.1	$4.7M	-6%	47k	99.75	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$4.6M	+2%	40k	115.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$4.6M	+17%	27k	169.37	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$4.6M	+32%	101k	45.31	View chart
AFLAC Incorporated (AFL)	0.1	$4.6M		53k	85.86	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$4.6M	-44%	67k	67.86	View chart
Air Products & Chemicals (APD)	0.1	$4.5M	+9%	19k	242.26	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$4.5M	-31%	90k	50.45	View chart
Kla Corp Com New (KLAC)	0.1	$4.5M	-6%	6.5k	698.58	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.5M	+7%	197k	23.01	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$4.5M	-3%	8.6k	522.88	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$4.5M	+19%	61k	73.46	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$4.4M		193k	22.77	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$4.4M	-50%	44k	99.43	View chart
Cadence Design Systems (CDNS)	0.1	$4.4M	+18%	14k	311.28	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$4.2M	-57%	84k	50.56	View chart
Marathon Petroleum Corp (MPC)	0.1	$4.2M	-2%	21k	201.50	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$4.2M	+61%	46k	92.42	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$4.2M	NEW	67k	63.17	View chart
Ally Financial (ALLY)	0.1	$4.2M	+7%	103k	40.59	View chart
FedEx Corporation (FDX)	0.1	$4.1M	-9%	14k	289.74	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$4.1M	+49%	77k	53.46	View chart
Colgate-Palmolive Company (CL)	0.1	$4.1M		46k	90.05	View chart
Southern Company (SO)	0.1	$4.1M	-2%	57k	71.74	View chart
Deere & Company (DE)	0.1	$4.0M	-3%	9.8k	410.76	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$4.0M	-12%	53k	75.40	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$4.0M	+40%	81k	49.19	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$4.0M		61k	65.32	View chart
Servicenow (NOW)	0.1	$4.0M	+123%	5.2k	762.40	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$4.0M	+85%	81k	49.16	View chart
American Electric Power Company (AEP)	0.1	$3.9M	+10%	46k	86.10	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$3.9M	-18%	52k	76.38	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$3.9M	+5%	220k	17.91	View chart
Church & Dwight (CHD)	0.1	$3.9M	-3%	38k	104.31	View chart
Anthem (ELV)	0.1	$3.9M	+11%	7.5k	518.53	View chart
Citigroup Com New (C)	0.1	$3.9M	-5%	62k	63.24	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$3.9M	+3%	56k	68.80	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$3.9M	+24%	91k	42.57	View chart
ConocoPhillips (COP)	0.1	$3.8M	-6%	30k	127.28	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$3.8M	+6%	66k	58.07	View chart

Past Filings by Kestra Private Wealth Services

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

Kestra Private Wealth Services 2024 Q1 filed May 2, 2024
Kestra Private Wealth Services 2023 Q4 filed Feb. 5, 2024
Kestra Private Wealth Services 2023 Q3 filed Nov. 8, 2023
Kestra Private Wealth Services 2023 Q2 filed Aug. 8, 2023
Kestra Private Wealth Services 2023 Q1 filed May 12, 2023
Kestra Private Wealth Services 2022 Q4 filed Feb. 1, 2023
Kestra Private Wealth Services 2022 Q3 filed Nov. 14, 2022
Kestra Private Wealth Services 2022 Q2 filed Aug. 12, 2022
Kestra Private Wealth Services 2020 Q4 restated filed July 28, 2022
Kestra Private Wealth Services 2020 Q3 restated filed July 28, 2022
Kestra Private Wealth Services 2021 Q2 restated filed July 27, 2022
Kestra Private Wealth Services 2021 Q1 restated filed July 27, 2022
Kestra Private Wealth Services 2021 Q3 restated filed July 26, 2022
Kestra Private Wealth Services 2022 Q1 restated filed July 21, 2022
Kestra Private Wealth Services 2021 Q4 restated filed July 21, 2022
Kestra Private Wealth Services 2022 Q1 filed May 26, 2022

View all past filings

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