Kestra Private Wealth Services, LLC Portfolio Holdings
Kestra Private Wealth Services, LLC
- $5.3 Billion
- Q3 2024
Kestra Private Wealth Services, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.3 Billion distributed in 1368 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $252M, Nvidia Corp with a value of $173M, Amazon Com Inc with a value of $127M, Microsoft Corp with a value of $118M, and Berkshire Hathaway Inc Class B with a value of $80.3M.
Examining the 13F form we can see an increase of $401M in the current position value, from $4.9B to 5.3B.
Below you can find more details about Kestra Private Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.3 Billion
ETFs: $2.35 Billion
Technology: $892 Million
Financial Services: $427 Million
Consumer Cyclical: $336 Million
Healthcare: $289 Million
Industrials: $252 Million
Communication Services: $252 Million
Consumer Defensive: $197 Million
Other: $270 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 1,368
- Current Value $5.3 Billion
- Prior Value $4.9 Billion
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 132 stocks
- Additional Purchases 608 stocks
- Sold out of 0 stocks
- Reduced holdings in 566 stocks