Kestra Private Wealth Services, LLC Portfolio Holdings
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
Kestra Private Wealth Services, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.67 Billion distributed in 1416 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $249M, Nvidia Corp with a value of $185M, Amazon Com Inc with a value of $150M, Microsoft Corp with a value of $137M, and Invesco Qqq Trust, Series 1 with a value of $82.5M.
Examining the 13F form we can see an increase of $370M in the current position value, from $5.3B to 5.67B.
Below you can find more details about Kestra Private Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.67 Billion
ETFs: $2.52 Billion
Technology: $970 Million
Financial Services: $470 Million
Consumer Cyclical: $398 Million
Industrials: $276 Million
Healthcare: $267 Million
Communication Services: $258 Million
Consumer Defensive: $210 Million
Other: $272 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,416
- Current Value $5.67 Billion
- Prior Value $5.3 Billion
- Filing
- Period Q4 2024
- Filing Date January 28, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 149 stocks
- Additional Purchases 829 stocks
- Sold out of 0 stocks
- Reduced holdings in 381 stocks