Kestra Advisory Services, LLC Portfolio Holdings
Kestra Advisory Services, LLC
- $19.6 Billion
- Q1 2025
Kestra Advisory Services, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $19.6 Billion distributed in 2747 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $3.64B, Apple Inc. with a value of $534M, Parker Hannifin Corp with a value of $367M, Ishares Core S&P 500 ETF with a value of $353M, and Vanguard Index Fds S&P 500 ETF with a value of $302M.
Examining the 13F form we can see an increase of $2.48B in the current position value, from $17.2B to 19.6B.
Below you can find more details about Kestra Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$19.6 Billion
ETFs: $9.3 Billion
Financial Services: $4.67 Billion
Technology: $1.7 Billion
Industrials: $960 Million
Consumer Cyclical: $604 Million
Healthcare: $587 Million
Communication Services: $438 Million
Consumer Defensive: $405 Million
Other: $741 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 2,747
- Current Value $19.6 Billion
- Prior Value $17.2 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 285 stocks
- Additional Purchases 989 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,417 stocks