Kestra Advisory Services, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $14.4 Billion distributed in 2644 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $423M, Parker Hannifin Corp with a value of $345M, Microsoft Corp with a value of $324M, Ishares Core S&P 500 ETF with a value of $312M, and Vanguard Index Fds S&P 500 ETF with a value of $250M.

Examining the 13F form we can see an increase of $2.46B in the current position value, from $11.9B to 14.4B.

Below you can find more details about Kestra Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $14.4 Billion
ETFs: $8.29 Billion
Technology: $1.57 Billion
Industrials: $923 Million
Financial Services: $900 Million
Healthcare: $600 Million
Consumer Cyclical: $573 Million
Communication Services: $377 Million
Consumer Defensive: $348 Million
Other: $656 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 2,644
  • Current Value $14.4 Billion
  • Prior Value $11.9 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 288 stocks
  • Additional Purchases 1,527 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 575 stocks
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