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Kestra Advisory Services

Latest statistics and disclosures from Kestra Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, PH, MSFT, IVV, VOO, and represent 11.09% of Kestra Advisory Services's stock portfolio.
Added to shares of these 10 stocks: IJH (+$62M), VOO (+$42M), AAPL (+$38M), SPY (+$35M), NVDA (+$34M), MSFT (+$31M), USFR (+$29M), MDYV (+$29M), WMT (+$28M), QQQ (+$26M).
Started 288 new stock positions in BFST, NSA, WULF, IXG, WOMN, PAGP, CODI, VMO, FLIN, SILJ.
Reduced shares in these 10 stocks: SPGP (-$22M), IWR (-$14M), NBTB (-$13M), BIL (-$13M), EDOW (-$12M), QJUN (-$11M), SPSM (-$9.6M), , GMAR (-$7.8M), .
Sold out of its positions in AMC, AOD, American Equity Investment Life Holding, AMSWA, CNBS, Ares Capital Corp convertible security, ARW, Aurora Cannabis, CAR, BCV.
Kestra Advisory Services was a net buyer of stock by $1.8B.
Kestra Advisory Services has $15B in assets under management (AUM), dropping by 20.49%.
Central Index Key (CIK): 0001830819

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Positions held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kestra Advisory Services

Kestra Advisory Services holds 2450 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Kestra Advisory Services has 2450 total positions. Only the first 250 positions are shown.

Sign up to view all of the Kestra Advisory Services March 31, 2024 positions
Download the Kestra Advisory Services March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	2.8	$423M	+9%	2.5M	171.48	View chart
Parker-Hannifin Corporation (PH)	2.3	$345M		621k	555.79	View chart
Microsoft Corporation (MSFT)	2.2	$325M	+10%	771k	420.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$312M	+7%	593k	525.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$250M	+19%	521k	480.70	View chart
NVIDIA Corporation (NVDA)	1.6	$245M	+16%	271k	903.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$245M	+11%	551k	444.01	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$236M	+17%	451k	523.07	View chart
Amazon (AMZN)	1.3	$201M	+5%	1.1M	180.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$201M	+9%	774k	259.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$177M	+12%	420k	420.52	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$143M	+7%	417k	344.20	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.0	$143M	+17%	2.5M	56.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$136M	+14%	837k	162.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$115M	+5%	1.0M	110.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$114M	+3%	938k	120.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$109M	+7%	1.3M	80.63	View chart
JPMorgan Chase & Co. (JPM)	0.7	$104M	+6%	518k	200.30	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$103M	+4%	551k	186.81	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.7	$101M	+40%	2.0M	50.29	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$88M	+28%	1.5M	58.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$83M	+6%	491k	169.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$81M	+16%	493k	164.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$81M	+9%	533k	150.93	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$77M	+423%	1.3M	60.74	View chart
Exxon Mobil Corporation (XOM)	0.5	$76M	+12%	651k	116.24	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$75M	+30%	359k	208.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$70M	+11%	460k	152.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$66M	+5%	361k	182.61	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$63M	+8%	1.0M	60.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$63M	+21%	253k	249.86	View chart
Meta Platforms Cl A (META)	0.4	$63M	+21%	129k	485.58	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.4	$62M	+22%	1.6M	38.47	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$61M	+29%	1.3M	45.31	View chart
Procter & Gamble Company (PG)	0.4	$60M	+13%	371k	162.25	View chart
Eli Lilly & Co. (LLY)	0.4	$59M	+15%	76k	777.96	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$59M	+6%	1.8M	31.95	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$57M	+3%	929k	61.53	View chart
Abbvie (ABBV)	0.4	$56M	+5%	306k	182.10	View chart
Johnson & Johnson (JNJ)	0.4	$56M	+7%	352k	158.19	View chart
Home Depot (HD)	0.4	$55M	+10%	144k	383.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$55M	+23%	241k	228.59	View chart
Caterpillar (CAT)	0.4	$55M	+10%	149k	366.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$54M	+8%	161k	337.05	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$53M	+31%	1.6M	32.50	View chart
Visa Com Cl A (V)	0.3	$51M	+7%	184k	279.08	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$51M		699k	73.15	View chart
UnitedHealth (UNH)	0.3	$50M	+6%	101k	494.70	View chart
Chevron Corporation (CVX)	0.3	$50M	+15%	317k	157.74	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.3	$50M	+17%	1.1M	43.60	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$50M	+3%	1.2M	42.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.3	$49M	+4%	1.8M	27.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$49M	+16%	654k	74.22	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$48M	+23%	828k	57.86	View chart
Costco Wholesale Corporation (COST)	0.3	$48M	+6%	65k	732.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$48M	+3%	515k	92.72	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$46M	+119%	1.5M	30.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$45M	+38%	215k	210.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$45M	+9%	888k	50.17	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$44M	+4%	666k	65.87	View chart
Tesla Motors (TSLA)	0.3	$42M	+8%	240k	175.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$42M	+16%	500k	84.44	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.3	$42M	+18%	1.6M	25.63	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$41M		359k	115.30	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$41M		479k	85.65	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$40M	+8%	298k	135.06	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.3	$40M	+242%	529k	76.00	View chart
Wal-Mart Stores (WMT)	0.3	$40M	+239%	657k	60.17	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.3	$39M	+16%	346k	113.37	View chart
Verizon Communications (VZ)	0.3	$39M	+7%	919k	41.96	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$38M	+21%	213k	179.11	View chart
Broadcom (AVGO)	0.3	$38M	+11%	29k	1325.39	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$38M	+4%	494k	76.19	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$37M	+127%	752k	49.16	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$37M	+4%	2.1M	17.32	View chart
McDonald's Corporation (MCD)	0.2	$37M	+11%	130k	281.95	View chart
Merck & Co (MRK)	0.2	$36M	+5%	276k	131.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$36M		175k	205.72	View chart
Eaton Corp SHS (ETN)	0.2	$36M	+5%	115k	312.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$35M	+18%	341k	103.79	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$35M	+4%	294k	119.51	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$34M	+13%	187k	182.69	View chart
Deere & Company (DE)	0.2	$34M	+7%	82k	410.74	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$33M	+64%	733k	45.59	View chart
International Business Machines (IBM)	0.2	$33M	+23%	174k	190.96	View chart
Stryker Corporation (SYK)	0.2	$33M		93k	357.87	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$33M	+22%	1.0M	31.99	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.2	$32M	+6%	563k	56.98	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$32M	+62%	565k	56.39	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.2	$32M	+6%	779k	40.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$31M	+3%	60k	524.34	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.2	$31M	+5%	541k	57.70	View chart
Pepsi (PEP)	0.2	$31M	+9%	178k	175.01	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$31M	+8%	132k	235.79	View chart
Coca-Cola Company (KO)	0.2	$31M	+12%	506k	61.18	View chart
Lockheed Martin Corporation (LMT)	0.2	$31M	+8%	68k	454.87	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.2	$31M	+16%	523k	58.94	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$31M	+15%	566k	54.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.2	$30M	+75%	1.2M	24.85	View chart
Mastercard Incorporated Cl A (MA)	0.2	$30M	+10%	62k	481.57	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$30M	+50%	645k	45.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$29M	-15%	365k	79.86	View chart
salesforce (CRM)	0.2	$29M		97k	301.18	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$29M	+31%	493k	58.55	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$29M	-43%	268k	106.49	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$28M	+13%	437k	64.40	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$28M	+28%	297k	94.41	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$28M	+40%	618k	45.31	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$28M		96k	288.03	View chart
Pfizer (PFE)	0.2	$27M	+41%	987k	27.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$27M	+5%	327k	83.58	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$27M	+13%	184k	147.73	View chart
Cisco Systems (CSCO)	0.2	$27M	+6%	542k	49.91	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$27M	-5%	450k	59.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$27M		274k	97.94	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$27M	+49%	764k	34.82	View chart
Netflix (NFLX)	0.2	$26M	+9%	43k	607.33	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$26M	+95%	219k	117.21	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$26M	+10%	470k	54.40	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$25M		259k	94.62	View chart
Raytheon Technologies Corp (RTX)	0.2	$24M	+6%	250k	97.53	View chart
Vanguard World Health Car Etf (VHT)	0.2	$24M		89k	270.52	View chart
Walt Disney Company (DIS)	0.2	$24M	+8%	195k	122.36	View chart
Oracle Corporation (ORCL)	0.2	$24M	+23%	189k	125.61	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$24M	+7%	470k	50.45	View chart
Texas Instruments Incorporated (TXN)	0.2	$23M	+15%	134k	174.21	View chart
Intel Corporation (INTC)	0.2	$23M	+19%	527k	44.17	View chart
Fs Kkr Capital Corp (FSK)	0.2	$23M	+21%	1.2M	19.07	View chart
Goldman Sachs (GS)	0.2	$23M	+12%	55k	417.69	View chart
Amgen (AMGN)	0.2	$23M	+25%	81k	284.32	View chart
Nextera Energy (NEE)	0.2	$23M	+6%	352k	63.91	View chart
Fidelity Covington Trust Fidelity Fund Lr (FFLG)	0.2	$22M	+25%	1.0M	21.86	View chart
Boeing Company (BA)	0.1	$22M		116k	192.99	View chart
Union Pacific Corporation (UNP)	0.1	$22M	+13%	91k	245.93	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$22M	+35%	415k	53.71	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.1	$22M	+12%	330k	67.39	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$22M	+2%	175k	125.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$22M	+18%	367k	58.65	View chart
Advanced Micro Devices (AMD)	0.1	$21M	+36%	118k	180.49	View chart
Emerson Electric (EMR)	0.1	$21M	+9%	188k	113.42	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$21M	+7%	444k	47.72	View chart
At&t (T)	0.1	$21M	+11%	1.2M	17.60	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$21M	+441%	339k	61.90	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$21M	+11%	157k	131.37	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$20M	+5%	788k	25.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$20M	+6%	106k	191.88	View chart
Danaher Corporation (DHR)	0.1	$20M	+10%	81k	249.72	View chart
Southern Company (SO)	0.1	$20M	+17%	279k	71.74	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$20M	+125%	220k	90.44	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$20M	+10%	69k	286.61	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$20M	-14%	150k	131.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$20M	+15%	270k	72.63	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$20M	+44%	87k	224.99	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$20M	+6%	508k	38.47	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$19M	+9%	455k	42.12	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$19M	+3%	122k	155.91	View chart
Bank of America Corporation (BAC)	0.1	$19M	+5%	499k	37.92	View chart
Abbott Laboratories (ABT)	0.1	$19M	+6%	166k	113.66	View chart
United Parcel Service CL B (UPS)	0.1	$19M	+21%	126k	148.63	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$19M	+10%	591k	31.61	View chart
Qualcomm (QCOM)	0.1	$19M	+7%	110k	169.30	View chart
Honeywell International (HON)	0.1	$19M	+2%	90k	205.25	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$18M	+31%	185k	99.24	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$18M	+11%	307k	59.89	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$18M	+38%	171k	107.60	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$18M	+2%	181k	100.71	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.1	$18M		270k	67.33	View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT)	0.1	$18M	+43%	540k	32.98	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$18M	+7%	316k	56.18	View chart
Boston Scientific Corporation (BSX)	0.1	$18M		257k	68.49	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$18M	+9%	113k	155.84	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$18M	+8%	51k	346.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$18M	+5%	419k	41.77	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$17M	+9%	680k	25.44	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$17M	+10%	599k	28.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$17M	+10%	401k	42.01	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$17M	+17%	183k	92.42	View chart
Moody's Corporation (MCO)	0.1	$17M		43k	393.03	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$17M	+5%	343k	48.77	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$17M	-5%	301k	55.40	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$17M		62k	270.80	View chart
Thermo Fisher Scientific (TMO)	0.1	$17M	+8%	29k	581.20	View chart
Lowe's Companies (LOW)	0.1	$17M	+6%	65k	254.73	View chart
Illinois Tool Works (ITW)	0.1	$17M	+14%	62k	268.33	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$17M	+10%	836k	19.69	View chart
PNC Financial Services (PNC)	0.1	$16M	+6%	101k	161.60	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$16M	+2%	872k	18.54	View chart
Micron Technology (MU)	0.1	$16M		136k	117.89	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$16M	+13%	301k	53.39	View chart
Novo-nordisk A S Adr (NVO)	0.1	$16M	+23%	125k	128.40	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$16M	+11%	308k	51.60	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$16M		343k	46.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$16M	+34%	313k	50.60	View chart
Altria (MO)	0.1	$16M		363k	43.62	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$16M	+25%	694k	22.77	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$16M	+17%	128k	123.18	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$16M	+9%	243k	64.76	View chart
Palo Alto Networks (PANW)	0.1	$16M	+39%	55k	284.13	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$16M	+21%	391k	39.81	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$16M		136k	114.14	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$16M		189k	81.78	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$15M	+3%	593k	25.87	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$15M	+10%	197k	77.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$15M	+42%	112k	136.05	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$15M	+41%	200k	75.98	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$15M	+129%	429k	35.38	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.1	$15M	+589%	687k	22.03	View chart
Target Corporation (TGT)	0.1	$15M	+4%	85k	177.21	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$15M		73k	205.09	View chart
Adobe Systems Incorporated (ADBE)	0.1	$15M	+11%	30k	504.61	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$15M	+225%	66k	225.92	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$15M	-5%	73k	204.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$15M	-34%	428k	34.42	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$15M	+21%	782k	18.77	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$15M		23.00	634440.00	View chart
Dow (DOW)	0.1	$15M	+17%	250k	57.93	View chart
Duke Energy Corp Com New (DUK)	0.1	$15M	+25%	150k	96.71	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$14M	+7%	533k	27.01	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$14M	-15%	157k	91.25	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.1	$14M	+4%	367k	38.86	View chart
FedEx Corporation (FDX)	0.1	$14M	-4%	49k	289.74	View chart
Waste Management (WM)	0.1	$14M	+2%	67k	213.15	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$14M	+7%	36k	397.76	View chart
Key (KEY)	0.1	$14M	+13%	898k	15.81	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$14M		244k	58.06	View chart
Freeport-mcmoran CL B (FCX)	0.1	$14M	+7%	301k	47.02	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$14M	+14%	123k	114.61	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.1	$14M	+7%	676k	20.77	View chart
General Dynamics Corporation (GD)	0.1	$14M	+27%	50k	282.49	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$14M	+3%	74k	190.68	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$14M	+2%	284k	49.19	View chart
CVS Caremark Corporation (CVS)	0.1	$14M	+6%	174k	79.76	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$14M	-9%	147k	94.66	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$14M	+7%	429k	32.23	View chart
Cummins (CMI)	0.1	$14M	-3%	47k	294.65	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$14M	-50%	164k	84.09	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$14M	-15%	570k	23.72	View chart
Starbucks Corporation (SBUX)	0.1	$14M	+18%	148k	91.39	View chart
American Express Company (AXP)	0.1	$14M	+10%	59k	227.69	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$13M	+63%	621k	21.38	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$13M		120k	110.21	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$13M	+29%	142k	91.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$13M	+88%	587k	22.25	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$13M	+11%	121k	107.41	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$13M	NEW	248k	52.46	View chart
Uber Technologies (UBER)	0.1	$13M	+17%	169k	76.99	View chart
Medtronic SHS (MDT)	0.1	$13M	+17%	148k	87.15	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$13M		335k	38.48	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$13M		251k	51.36	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$13M	+363%	379k	33.96	View chart

Past Filings by Kestra Advisory Services

SEC 13F filings are viewable for Kestra Advisory Services going back to 2020

Kestra Advisory Services 2024 Q1 filed May 15, 2024
Kestra Advisory Services 2023 Q4 filed Feb. 14, 2024
Kestra Advisory Services 2023 Q3 filed Nov. 13, 2023
Kestra Advisory Services 2023 Q2 filed Aug. 11, 2023
Kestra Advisory Services 2023 Q1 filed May 12, 2023
Kestra Advisory Services 2022 Q4 filed Jan. 31, 2023
Kestra Advisory Services 2022 Q3 filed Nov. 1, 2022
Kestra Advisory Services 2022 Q3 restated filed Nov. 1, 2022
Kestra Advisory Services 2022 Q2 filed Aug. 12, 2022
Kestra Advisory Services 2020 Q3 restated filed July 29, 2022
Kestra Advisory Services 2020 Q4 restated filed July 28, 2022
Kestra Advisory Services 2021 Q1 restated filed July 27, 2022
Kestra Advisory Services 2021 Q2 restated filed July 26, 2022
Kestra Advisory Services 2021 Q4 restated filed July 25, 2022
Kestra Advisory Services 2021 Q3 restated filed July 25, 2022
Kestra Advisory Services 2022 Q1 restated filed July 20, 2022

View all past filings

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