Kestra Investment Management, LLC Portfolio Holdings
Kestra Investment Management, LLC
- $2.33 Trillion
- Q3 2024
Kestra Investment Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.33 Trillion distributed in 343 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S. Value Et with a value of $222B, Ishares Core Total Usd Bond Ma with a value of $218B, Spdr Portfolio with a value of $187B, Ishares Core S&P U.S Growth Et with a value of $111B, and Vanguard Ftse All World Ex Us with a value of $103B.
Examining the 13F form we can see an increase of $860B in the current position value, from $1.47T to 2.33T.
Kestra Investment Management, LLC is based out at Austin, TX
Below you can find more details about Kestra Investment Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 343
- Current Value $2.33 Trillion
- Prior Value $1.47 Trillion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 244 stocks
- Additional Purchases 77 stocks
- Sold out of 0 stocks
- Reduced holdings in 16 stocks