Kestra Private Wealth Services, LLC Portfolio Holdings
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
Kestra Private Wealth Services, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.57 Billion distributed in 1615 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $237M, Apple Inc. with a value of $214M, Microsoft Corp with a value of $175M, Amazon Com Inc with a value of $166M, and Invesco Qqq Trust, Series 1 with a value of $99.9M.
Examining the 13F form we can see an increase of $832M in the current position value, from $5.74B to 6.57B.
Below you can find more details about Kestra Private Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$6.57 Billion
ETFs: $2.92 Billion
Technology: $1.14 Billion
Financial Services: $561 Million
Consumer Cyclical: $421 Million
Industrials: $325 Million
Communication Services: $303 Million
Healthcare: $285 Million
Consumer Defensive: $236 Million
Other: $334 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,615
- Current Value $6.57 Billion
- Prior Value $5.74 Billion
- Filing
- Period Q2 2025
- Filing Date August 07, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 187 stocks
- Additional Purchases 814 stocks
- Sold out of 0 stocks
- Reduced holdings in 542 stocks