Kestra Advisory Services

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

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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

Companies in the Kestra Advisory Services portfolio as of the March 2022 quarterly 13F filing

Kestra Advisory Services has 1997 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.0 $383M 2.2M 174.61
Ishares Tr Core S&p500 Etf (IVV) 3.2 $306M +5% 673k 453.69
Microsoft Corporation (MSFT) 1.9 $185M 601k 308.31
Amazon (AMZN) 1.6 $152M +4% 47k 3259.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $146M 402k 362.54
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $130M +2% 570k 227.67
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $115M +2% 1.1M 107.88
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $110M +4% 982k 112.25
First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.1 $107M +57% 2.2M 49.00
Ishares Tr Esg Awr Msci Usa (ESGU) 1.1 $102M +14% 1.0M 101.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $100M -4% 283k 352.91
Vanguard Index Fds Value Etf (VTV) 0.9 $87M +17% 589k 147.72
Vanguard Index Fds Growth Etf (VUG) 0.9 $85M 297k 287.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $84M +3% 186k 451.64

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NVIDIA Corporation (NVDA) 0.7 $68M -2% 249k 272.86
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.7 $63M +13% 805k 78.20
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $60M +19% 995k 59.74
Alphabet Cap Stk Cl A (GOOGL) 0.6 $59M +8% 21k 2781.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $57M +14% 137k 415.22
Ishares Tr Tips Bd Etf (TIP) 0.6 $55M +2% 440k 124.57
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $52M 1.1M 48.03
UnitedHealth (UNH) 0.5 $52M +2% 101k 509.97
JPMorgan Chase & Co. (JPM) 0.5 $51M -2% 376k 136.32
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $50M -8% 311k 162.16
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $50M 742k 67.09
Johnson & Johnson (JNJ) 0.5 $48M 270k 177.23
Tesla Motors (TSLA) 0.5 $48M +16% 44k 1077.60
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $48M +22% 602k 78.89
First Tr Value Line Divid In SHS (FVD) 0.5 $48M +2% 1.1M 42.30
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $47M +7% 177k 268.34
Vanguard Index Fds Small Cp Etf (VB) 0.5 $47M +3% 222k 212.35
Alphabet Cap Stk Cl C (GOOG) 0.5 $47M -4% 17k 2793.06
Abbvie (ABBV) 0.5 $44M -17% 272k 162.11
Chevron Corporation (CVX) 0.4 $43M -6% 265k 162.83
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.4 $43M -2% 252k 170.86
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $42M +9% 666k 63.67
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $42M +22% 177k 237.84
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $42M -4% 251k 165.98
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $40M -7% 519k 77.57
Verizon Communications (VZ) 0.4 $39M -10% 755k 50.94
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.4 $38M -3% 723k 53.11
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $37M +6% 1.4M 27.58
Ishares Tr Eafe Value Etf (EFV) 0.4 $37M -5% 739k 50.26
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $37M +3% 367k 100.94
Exxon Mobil Corporation (XOM) 0.4 $37M -10% 444k 82.59
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $37M -3% 132k 277.63
Procter & Gamble Company (PG) 0.4 $36M 237k 152.80
Ishares Tr Core Total Usd (IUSB) 0.4 $36M +61% 730k 49.63
Walt Disney Company (DIS) 0.4 $36M -5% 262k 137.16
Home Depot (HD) 0.4 $35M 117k 299.33
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $35M -4% 326k 107.10
Wal-Mart Stores (WMT) 0.4 $34M -5% 230k 148.92
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $34M +97% 455k 74.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $34M +24% 435k 77.90
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $33M +2% 80k 416.47
Costco Wholesale Corporation (COST) 0.3 $33M +3% 57k 575.86
Select Sector Spdr Tr Technology (XLK) 0.3 $33M +4% 206k 158.93
Visa Com Cl A (V) 0.3 $32M 143k 221.77
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $31M +18% 593k 52.44
Starboard Invt Tr Adaptive Alpha (AGOX) 0.3 $31M +56% 1.3M 23.86
Ishares Tr Russell 2000 Etf (IWM) 0.3 $30M -8% 145k 205.27
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.3 $29M +1068% 1.5M 19.41
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $29M -25% 183k 157.71
Pfizer (PFE) 0.3 $29M -12% 556k 51.77
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $29M +64% 241k 119.64
Ishares Tr Msci Eafe Etf (EFA) 0.3 $28M -12% 385k 73.60
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $28M -24% 291k 96.27
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.3 $28M +78% 979k 28.43
Fs Kkr Capital Corp (FSK) 0.3 $27M +2% 1.2M 22.82
Ishares Tr Cohen Steer Reit (ICF) 0.3 $27M +2% 380k 71.01
Meta Platforms Cl A (FB) 0.3 $27M +13% 119k 222.36
Cisco Systems (CSCO) 0.3 $26M -19% 469k 55.76
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $26M +4% 566k 46.13
Vanguard World Fds Consum Stp Etf (VDC) 0.3 $25M +16% 128k 195.50
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $25M +37% 999k 24.91
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $25M +3% 317k 78.04
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $25M +3% 323k 76.38
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.3 $25M 1.2M 21.26
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $25M +8% 1.3M 19.02
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $24M +42% 410k 58.50
Select Sector Spdr Tr Energy (XLE) 0.2 $24M +30% 310k 76.44
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $24M 184k 128.11
Pepsi (PEP) 0.2 $23M -7% 140k 167.38
At&t (T) 0.2 $23M -5% 977k 23.63
Ishares Tr Rus 1000 Etf (IWB) 0.2 $23M -4% 91k 250.07
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.2 $23M +6% 1.1M 21.10
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $23M +19% 507k 44.42
United Parcel Service CL B (UPS) 0.2 $22M -6% 102k 214.46
McDonald's Corporation (MCD) 0.2 $22M 88k 247.28
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $22M -57% 438k 49.58
Vanguard World Fds Health Car Etf (VHT) 0.2 $21M +6% 83k 254.37
Mastercard Incorporated Cl A (MA) 0.2 $21M +8% 59k 357.39
Merck & Co (MRK) 0.2 $21M 257k 82.05
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $21M 365k 57.59
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $21M +15% 254k 81.90
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $21M +164% 375k 55.56
Nextera Energy (NEE) 0.2 $21M -3% 246k 84.71
Ishares Tr Core Msci Eafe (IEFA) 0.2 $21M 297k 69.51
salesforce (CRM) 0.2 $21M +23% 97k 212.32
Spdr Gold Tr Gold Shs (GLD) 0.2 $20M -12% 113k 180.65
Ark Etf Tr Innovation Etf (ARKK) 0.2 $20M -5% 307k 66.29
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $20M +22% 130k 155.72
Select Sector Spdr Tr Financial (XLF) 0.2 $20M +45% 522k 38.32
Coca-Cola Company (KO) 0.2 $20M -3% 322k 62.00
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $20M +64% 143k 136.99
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $20M +17% 130k 149.67
Ishares Msci Gbl Min Vol (ACWV) 0.2 $19M -12% 186k 104.82
Intel Corporation (INTC) 0.2 $19M +4% 383k 49.56
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $18M +15% 376k 48.95
Qualcomm (QCOM) 0.2 $18M -18% 120k 152.82
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $18M +82% 182k 100.50
Texas Instruments Incorporated (TXN) 0.2 $18M -6% 99k 183.48
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $18M -3% 495k 36.42
Comcast Corp Cl A (CMCSA) 0.2 $18M -22% 382k 46.82
Vanguard World Mega Cap Val Etf (MGV) 0.2 $18M +8% 166k 107.32
Broadcom (AVGO) 0.2 $18M 28k 629.70
Ishares Tr U.s. Energy Etf (IYE) 0.2 $18M +42% 431k 40.92
Lockheed Martin Corporation (LMT) 0.2 $18M +2% 40k 441.40
Netflix (NFLX) 0.2 $18M +2% 47k 374.59
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $18M +5% 193k 91.24
Ishares Tr Core Div Grwth (DGRO) 0.2 $18M -49% 328k 53.41
Caterpillar (CAT) 0.2 $17M +6% 77k 222.82
Raytheon Technologies Corp (RTX) 0.2 $17M -18% 174k 99.07
Adobe Systems Incorporated (ADBE) 0.2 $17M +15% 38k 455.62
Abbott Laboratories (ABT) 0.2 $17M -3% 144k 118.36
Blackstone Group Inc Com Cl A (BX) 0.2 $17M +2% 135k 126.94
Boeing Company (BA) 0.2 $17M -4% 89k 191.50
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $17M -6% 75k 222.81
CVS Caremark Corporation (CVS) 0.2 $16M -26% 161k 101.21
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $16M -9% 86k 187.88
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $16M +13% 343k 47.05
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.2 $16M -29% 297k 54.15
Ishares Tr Select Divid Etf (DVY) 0.2 $16M +11% 123k 128.13
Spdr Ser Tr Bloomberg Conv (CWB) 0.2 $16M -11% 204k 76.95
International Business Machines (IBM) 0.2 $16M +2% 121k 130.02
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $16M +7% 626k 24.95
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $15M 60k 255.76
Stryker Corporation (SYK) 0.2 $15M 57k 267.35
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.2 $15M +3% 155k 98.12
Lowe's Companies (LOW) 0.2 $15M -14% 75k 202.19
Bank of America Corporation (BAC) 0.2 $15M -21% 368k 41.22
Ishares Esg Awr Msci Em (ESGE) 0.2 $15M +24% 410k 36.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $15M -3% 189k 79.54
Ishares Tr Msci Usa Value (VLUE) 0.2 $15M -7% 143k 104.57
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $15M +22% 196k 75.89
Eli Lilly & Co. (LLY) 0.2 $15M +8% 52k 286.36
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $15M +8% 302k 49.02
First Tr Exchange-traded Intl Dev Strngth (FICS) 0.2 $15M +395% 440k 33.12
Starbucks Corporation (SBUX) 0.1 $14M -22% 158k 90.97
Altria (MO) 0.1 $14M -14% 275k 52.25
Paypal Holdings (PYPL) 0.1 $14M +11% 124k 115.65
Fidelity Covington Trust Low Volity Etf (FDLO) 0.1 $14M -6% 285k 50.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $14M -4% 131k 108.37
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $14M +2% 93k 152.49
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $14M 214k 65.66
Moody's Corporation (MCO) 0.1 $14M +2% 41k 337.40
Danaher Corporation (DHR) 0.1 $14M 47k 293.34
Ishares Gold Tr Ishares New (IAU) 0.1 $14M +5% 377k 36.83
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $14M +442% 151k 91.43
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $14M 319k 42.94
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.1 $14M -28% 126k 109.08
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $14M -7% 83k 165.66
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $14M 350k 38.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $14M +4% 77k 175.93
Target Corporation (TGT) 0.1 $14M -14% 64k 212.22
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $14M -8% 178k 75.87
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $13M -45% 108k 123.08
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $13M +48% 38k 346.84
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.1 $13M +64% 783k 16.56
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $13M +60% 255k 50.27
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $13M -16% 106k 120.94
Nike CL B (NKE) 0.1 $13M +2% 95k 134.56
First Tr Exchange Traded Finls Alphadex (FXO) 0.1 $13M +23% 277k 45.91
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $13M +20% 24.00 528916.67
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $13M +12% 164k 77.27
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $13M +2% 119k 105.66
Honeywell International (HON) 0.1 $13M +6% 64k 194.58
Ishares Tr U.s. Tech Etf (IYW) 0.1 $12M +9% 120k 103.04
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $12M +101% 101k 122.05
Accenture Plc Ireland Shs Class A (ACN) 0.1 $12M 36k 337.23
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $12M +98% 436k 27.87
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $12M +8% 185k 65.72
Block Cl A (SQ) 0.1 $12M +4% 89k 135.60
Ford Motor Company (F) 0.1 $12M -6% 710k 16.91
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.1 $12M +3% 130k 91.57
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.1 $12M +1627% 469k 25.26
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $12M +46% 237k 49.78
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $12M -16% 222k 53.06
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $12M +23% 106k 109.64
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $12M -15% 135k 86.04
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $12M 162k 71.39
Union Pacific Corporation (UNP) 0.1 $12M 42k 273.20
Thermo Fisher Scientific (TMO) 0.1 $11M 19k 590.64
Ishares Tr Exponential Tech (XT) 0.1 $11M +11% 194k 59.04
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $11M -52% 171k 66.21
Bristol Myers Squibb (BMY) 0.1 $11M -29% 154k 73.03
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $11M +8% 151k 73.73
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $11M 206k 53.96
Duke Energy Corp Com New (DUK) 0.1 $11M +5% 99k 111.66
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $11M +9% 120k 91.69
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $11M 130k 83.35
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $11M +29% 216k 50.10
PNC Financial Services (PNC) 0.1 $11M -8% 58k 184.44
Vanguard World Mega Grwth Ind (MGK) 0.1 $11M 46k 235.41
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) 0.1 $11M +932% 307k 34.89
Deere & Company (DE) 0.1 $11M +23% 26k 415.47
Southern Company (SO) 0.1 $11M -18% 146k 72.51
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $11M -37% 116k 90.52
Ishares Core Msci Emkt (IEMG) 0.1 $10M -5% 186k 55.55
Medtronic SHS (MDT) 0.1 $10M -6% 92k 110.95
Amgen (AMGN) 0.1 $10M -16% 42k 241.83
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.1 $10M -19% 133k 76.00
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $10M +7% 98k 102.98
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $10M 74k 134.63
Goldman Sachs (GS) 0.1 $10M +19% 30k 330.08
Ball Corporation (BLL) 0.1 $10M -2% 111k 90.00
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.1 $9.9M +74% 190k 52.27
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $9.9M +37% 247k 40.05
BlackRock (BLK) 0.1 $9.8M +4% 13k 764.12
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $9.7M +15% 321k 30.26
Waste Management (WM) 0.1 $9.7M -21% 61k 158.50
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $9.7M +75% 165k 58.94
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $9.7M 163k 59.53
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $9.5M -3% 299k 31.87
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $9.4M +9% 127k 74.46
Ishares Tr Core High Dv Etf (HDV) 0.1 $9.4M +31% 88k 106.89
Ishares Tr Core Msci Total (IXUS) 0.1 $9.4M -10% 141k 66.58
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.1 $9.4M +14% 184k 50.83
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.1 $9.3M +40% 152k 61.40
Applied Materials (AMAT) 0.1 $9.3M +11% 71k 131.80
Amplify Etf Tr Blackswan Grwt (SWAN) 0.1 $9.3M 298k 31.32
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $9.3M -53% 180k 51.72
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $9.3M +127% 306k 30.24
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $9.2M -13% 675k 13.57
Ishares Tr Global Tech Etf (IXN) 0.1 $9.1M -27% 157k 58.01
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $9.1M 19k 473.30
Crowdstrike Hldgs Cl A (CRWD) 0.1 $9.1M -5% 40k 227.09
Morgan Stanley Com New (MS) 0.1 $9.1M +28% 104k 87.40
Wells Fargo & Company (WFC) 0.1 $9.1M +10% 187k 48.46
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $9.0M +15% 72k 125.10
Automatic Data Processing (ADP) 0.1 $9.0M -6% 40k 227.54
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $9.0M -46% 181k 49.77
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $9.0M -29% 54k 168.26
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $9.0M 83k 107.47
First Tr Multi Cap Growth Al Com Shs (FAD) 0.1 $8.9M -16% 80k 112.22
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $8.8M -13% 165k 53.13
Zoetis Cl A (ZTS) 0.1 $8.7M +2% 46k 188.59
Osi Etf Tr Oshares Us Qualt (OUSA) 0.1 $8.7M -4% 197k 43.98
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $8.6M 18k 490.47
Dominion Resources (D) 0.1 $8.6M +7% 101k 84.97

Past Filings by Kestra Advisory Services

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