Kestra Private Wealth Services, LLC Portfolio Holdings
Kestra Private Wealth Services, LLC
- $5.74 Billion
- Q1 2025
Kestra Private Wealth Services, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.74 Billion distributed in 1506 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $225M, Nvidia Corp with a value of $153M, Amazon Com Inc with a value of $138M, Microsoft Corp with a value of $129M, and Berkshire Hathaway Inc Class B with a value of $93.8M.
Examining the 13F form we can see an increase of $69M in the current position value, from $5.67B to 5.74B.
Below you can find more details about Kestra Private Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.74 Billion
ETFs: $2.58 Billion
Technology: $889 Million
Financial Services: $510 Million
Consumer Cyclical: $366 Million
Healthcare: $296 Million
Industrials: $272 Million
Communication Services: $246 Million
Consumer Defensive: $220 Million
Other: $325 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,506
- Current Value $5.74 Billion
- Prior Value $5.67 Billion
- Filing
- Period Q1 2025
- Filing Date May 05, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 164 stocks
- Additional Purchases 818 stocks
- Sold out of 0 stocks
- Reduced holdings in 453 stocks