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Kestra Private Wealth Services

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

Top 5 stock holdings are AAPL, MSFT, AMZN, BRK.B, IVV, and represent 12.40% of Kestra Private Wealth Services's stock portfolio.
Added to shares of these 10 stocks: BSCO (+$20M), AGG (+$19M), VCSH (+$16M), IVV (+$13M), IWF (+$12M), RDVY (+$11M), VOO (+$10M), MSFT (+$8.1M), QQQ (+$7.7M), AAPL (+$7.4M).
Started 144 new stock positions in Spirit Airls, AMCR, YLD, FUN, XMHQ, WMS, FTSD, RENT, EG, BOXX.
Reduced shares in these 10 stocks: Guggenheim Bulletshrs 2023 Corp Bd Etf (-$17M), FVD, MGK, IEF, USFR, XDEC, VB, GM, FTSM, OCTT.
Sold out of its positions in ASX, Activision Blizzard, AVK, OCTT, ALGN, APO, Aquabounty Technologies, BOH, BNS, BTZ.
Kestra Private Wealth Services was a net buyer of stock by $428M.
Kestra Private Wealth Services has $3.9B in assets under management (AUM), dropping by 23.21%.
Central Index Key (CIK): 0001649451

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Portfolio Holdings for Kestra Private Wealth Services

Kestra Private Wealth Services holds 1219 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Kestra Private Wealth Services has 1219 total positions. Only the first 250 positions are shown.

Sign up to view all of the Kestra Private Wealth Services Dec. 31, 2023 positions
Download the Kestra Private Wealth Services December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.9	$190M	+4%	988k	192.53	View chart
Microsoft Corporation (MSFT)	2.7	$105M	+8%	279k	376.04	View chart
Amazon (AMZN)	2.1	$84M	+3%	551k	151.94	View chart
Berkshire Hathaway Inc Del Cl A (BRK.B)	1.5	$58M	+13%	161k	356.66	View chart
Ishares Tr Msci Ac Asia Etf (IVV)	1.3	$49M	+36%	103k	477.63	View chart
Ishares Tr Msci Ac Asia Etf (AGG)	1.2	$46M	+69%	464k	99.25	View chart
NVIDIA Corporation (NVDA)	1.1	$44M	+13%	90k	495.22	View chart
Alphabet Cap Stk Cl C (GOOGL)	1.1	$41M	+6%	296k	139.69	View chart
Jpmorgan Chase & Co Alerian Ml Etn (JPM)	1.0	$41M	+2%	242k	170.10	View chart
Vanguard Index Fds Small Cp Etf (VTV)	1.0	$41M	+14%	272k	149.50	View chart
Wisdomtree Tr Yield Enhancd Us (USFR)	1.0	$40M	-8%	800k	50.24	View chart
Costco Wholesale Corporation (COST)	1.0	$39M	+2%	59k	660.08	View chart
Vanguard Index Fds Small Cp Etf (VUG)	1.0	$39M	+11%	124k	310.88	View chart
Visa Com Cl A (V)	0.9	$36M	+12%	136k	260.35	View chart
Vanguard Index Fds Small Cp Etf (VOO)	0.8	$33M	+44%	76k	436.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$31M	+33%	75k	409.52	View chart
Home Depot (HD)	0.8	$30M	+8%	86k	346.55	View chart
First Tr Exchange-traded Rba Indl Etf (RDVY)	0.7	$29M	+63%	556k	51.67	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (VCSH)	0.7	$28M	+144%	358k	77.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$26M	+7%	188k	140.93	View chart
Ishares Tr Msci Ac Asia Etf (IWF)	0.7	$26M	+79%	87k	303.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$26M	+13%	55k	475.31	View chart
Meta Platforms Cl A (META)	0.6	$25M	+19%	71k	353.96	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.6	$24M	+521%	1.1M	20.89	View chart
Ishares Tr Msci Ac Asia Etf (IUSV)	0.6	$24M	+13%	279k	84.33	View chart
Merck & Co (MRK)	0.6	$24M	+6%	216k	109.02	View chart
Vanguard Index Fds Small Cp Etf (VTI)	0.6	$23M	+7%	97k	237.22	View chart
Qualcomm (QCOM)	0.6	$22M	+5%	151k	144.63	View chart
Tesla Motors (TSLA)	0.5	$21M	+11%	86k	248.48	View chart
Ishares Tr Msci Ac Asia Etf (IJH)	0.5	$21M	+5%	77k	277.15	View chart
Ishares Tr Msci Ac Asia Etf (TLT)	0.5	$21M	+9%	214k	98.88	View chart
Ishares Tr Msci Ac Asia Etf (IEFA)	0.5	$21M	+23%	301k	70.35	View chart
Chevron Corporation (CVX)	0.5	$21M	+9%	139k	149.16	View chart
Procter & Gamble Company (PG)	0.5	$21M		141k	146.54	View chart
Wal-Mart Stores (WMT)	0.5	$20M	+14%	127k	157.65	View chart
Broadcom (AVGO)	0.5	$20M		18k	1116.25	View chart
Johnson & Johnson (JNJ)	0.5	$20M	-4%	124k	156.74	View chart
UnitedHealth (UNH)	0.5	$19M	+7%	36k	526.47	View chart
Exxon Mobil Corporation (XOM)	0.5	$19M	+7%	185k	99.98	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.5	$18M		154k	117.45	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (FIXD)	0.5	$18M		405k	44.60	View chart
Abbvie (ABBV)	0.5	$18M	+6%	116k	154.97	View chart
Cisco Systems (CSCO)	0.5	$18M	+6%	351k	50.52	View chart
Vanguard World Extended Dur (MGK)	0.4	$18M	-19%	67k	259.51	View chart
Eli Lilly & Co. (LLY)	0.4	$17M	+3%	30k	582.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$17M	+18%	354k	47.90	View chart
First Tr Exchange-traded Rba Indl Etf (FTSM)	0.4	$17M	-11%	283k	59.66	View chart
First Tr Exchange-traded Rba Indl Etf (FTCS)	0.4	$17M	-8%	210k	80.04	View chart
Lockheed Martin Corporation (LMT)	0.4	$17M		37k	453.24	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$16M	-20%	402k	40.56	View chart
Ishares Tr Msci Ac Asia Etf (IJR)	0.4	$16M	+10%	148k	108.25	View chart
Phillips 66 (PSX)	0.4	$16M		119k	133.14	View chart
Amgen (AMGN)	0.4	$16M	+9%	55k	288.02	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (BUFR)	0.4	$16M	+77%	590k	26.57	View chart
salesforce (CRM)	0.4	$16M	+25%	60k	263.14	View chart
Bank of America Corporation (BAC)	0.4	$16M		465k	33.67	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$16M	+21%	44k	350.91	View chart
Ishares Tr Msci Ac Asia Etf (DGRO)	0.4	$15M		287k	53.82	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.4	$15M	+44%	634k	24.34	View chart
McDonald's Corporation (MCD)	0.4	$15M		52k	296.51	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (VONG)	0.4	$15M	+13%	197k	78.02	View chart
J P Morgan Exchange Traded F Betabuilders Dev (JEPI)	0.4	$15M	+89%	267k	54.98	View chart
Ishares Tr Msci Ac Asia Etf (IWY)	0.4	$14M	+9%	82k	175.22	View chart
Ishares Msci Gbl Min Vol (IEMG)	0.4	$14M	+8%	279k	50.58	View chart
Vanguard Bd Index Fds Intermed Term (BSV)	0.4	$14M	+16%	183k	77.02	View chart
Wisdomtree Tr Yield Enhancd Us (DGRW)	0.4	$14M	+31%	199k	70.28	View chart
General Dynamics Corporation (GD)	0.3	$14M	+10%	53k	259.67	View chart
Starbucks Corporation (SBUX)	0.3	$14M	+18%	142k	96.01	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$13M	+86%	265k	50.30	View chart
Pepsi (PEP)	0.3	$13M	+5%	78k	169.84	View chart
Pacer Fds Tr Lunt Lrg Cp Altr (COWZ)	0.3	$13M	+12%	254k	51.99	View chart
American Centy Etf Tr Intl Eqt Etf (AVUV)	0.3	$13M	+12%	147k	89.80	View chart
Ishares Tr Msci Ac Asia Etf (IWP)	0.3	$13M	+5%	126k	104.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$13M	+8%	68k	191.17	View chart
Raytheon Technologies Corp (RTX)	0.3	$13M	-3%	152k	84.14	View chart
United Parcel Service CL B (UPS)	0.3	$13M	-2%	80k	157.23	View chart
Nextera Energy (NEE)	0.3	$13M	+8%	206k	60.74	View chart
First Tr Exchange-traded Rba Indl Etf (LMBS)	0.3	$12M		254k	48.32	View chart
Union Pacific Corporation (UNP)	0.3	$12M		49k	245.62	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (SCHD)	0.3	$12M	+156%	155k	76.13	View chart
J P Morgan Exchange Traded F Betabuilders Dev (JMUB)	0.3	$12M	+14%	229k	50.96	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (SPYG)	0.3	$12M	+116%	177k	65.06	View chart
Ishares Tr Msci Ac Asia Etf (IUSG)	0.3	$12M	+7%	111k	104.10	View chart
Ishares Tr Msci Ac Asia Etf (IWD)	0.3	$12M	+46%	69k	165.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$11M	-8%	67k	170.40	View chart
Abbott Laboratories (ABT)	0.3	$11M		102k	110.07	View chart
First Tr Exchange Traded S Netwrk Fut Veh (CIBR)	0.3	$11M	+175%	209k	53.84	View chart
International Business Machines (IBM)	0.3	$11M	+23%	68k	163.55	View chart
Coca-Cola Company (KO)	0.3	$11M		185k	58.93	View chart
Mastercard Incorporated Cl A (MA)	0.3	$11M	+8%	25k	426.51	View chart
Verizon Communications (VZ)	0.3	$11M		287k	37.70	View chart
Texas Instruments Incorporated (TXN)	0.3	$11M	+13%	62k	170.46	View chart
Boeing Company (BA)	0.3	$11M		40k	260.66	View chart
Morgan Stanley Com New (MS)	0.3	$10M	+21%	112k	93.25	View chart
Ishares Tr Msci Ac Asia Etf (IWN)	0.3	$10M	+70%	66k	155.33	View chart
Ishares Tr Msci Ac Asia Etf (ICSH)	0.3	$10M	+2%	199k	50.36	View chart
Walt Disney Company (DIS)	0.3	$9.8M	+6%	109k	90.29	View chart
Caterpillar (CAT)	0.2	$9.7M	+8%	33k	295.67	View chart
Ishares Tr Msci Ac Asia Etf (IWX)	0.2	$9.7M	+7%	138k	70.17	View chart
Ishares Tr Msci Ac Asia Etf (IWS)	0.2	$9.5M		81k	116.29	View chart
Advanced Micro Devices (AMD)	0.2	$9.4M	+14%	64k	147.41	View chart
Vaneck Etf Trust Fallen Angel Hg (MOAT)	0.2	$9.2M	+162%	108k	84.87	View chart
Ishares Tr Msci Ac Asia Etf (SUB)	0.2	$9.1M	+129%	86k	105.43	View chart
Oracle Corporation (ORCL)	0.2	$9.0M	+20%	85k	105.43	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (SPYV)	0.2	$8.9M	+79%	190k	46.63	View chart
Ishares Tr Msci Ac Asia Etf (ITOT)	0.2	$8.8M	+3%	84k	105.23	View chart
Ishares Tr Msci Ac Asia Etf (STIP)	0.2	$8.8M	-8%	90k	98.59	View chart
Netflix (NFLX)	0.2	$8.7M		18k	486.88	View chart
Analog Devices (ADI)	0.2	$8.6M		44k	198.56	View chart
Nike CL B (NKE)	0.2	$8.6M	+20%	79k	108.57	View chart
Select Sector Spdr Tr Sbi Materials (XLE)	0.2	$8.5M	+5%	102k	83.84	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$8.5M		65k	130.92	View chart
Adobe Systems Incorporated (ADBE)	0.2	$8.5M	+36%	14k	596.60	View chart
Ishares Tr Msci Ac Asia Etf (EFV)	0.2	$8.4M	+14%	162k	52.10	View chart
Eaton Corp SHS (ETN)	0.2	$8.4M		35k	240.82	View chart
Northrop Grumman Corporation (NOC)	0.2	$8.4M	+6%	18k	468.14	View chart
Pfizer (PFE)	0.2	$8.4M	+2%	290k	28.79	View chart
Ishares Tr Msci Ac Asia Etf (IOO)	0.2	$8.3M	+12%	103k	80.52	View chart
Fidelity Covington Trust Blue Chip Grwth (FENY)	0.2	$8.3M	-6%	360k	23.04	View chart
First Tr Exchange-traded Rba Indl Etf (SDVY)	0.2	$8.2M	-13%	250k	32.77	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (XMAR)	0.2	$8.1M	-3%	246k	32.88	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FPE)	0.2	$8.0M	+35%	475k	16.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$7.9M	-28%	37k	213.33	View chart
Honeywell International (HON)	0.2	$7.9M	-3%	38k	209.71	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VYM)	0.2	$7.9M	+11%	71k	111.63	View chart
Ishares Tr Msci Ac Asia Etf (IXUS)	0.2	$7.9M	-20%	121k	64.93	View chart
Medtronic SHS (MDT)	0.2	$7.9M	+13%	95k	82.38	View chart
Bristol Myers Squibb (BMY)	0.2	$7.8M	+9%	153k	51.31	View chart
Intercontinental Exchange (ICE)	0.2	$7.7M	+10%	60k	128.43	View chart
CVS Caremark Corporation (CVS)	0.2	$7.7M	+9%	98k	78.96	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$7.7M		20k	376.87	View chart
Intel Corporation (INTC)	0.2	$7.6M		152k	50.25	View chart
Dbx Etf Tr Xtrack Hrvst Csi (DBEM)	0.2	$7.4M	+16%	322k	23.07	View chart
Ishares Tr Msci Ac Asia Etf (SOXX)	0.2	$7.3M	+15%	13k	576.10	View chart
Automatic Data Processing (ADP)	0.2	$7.2M		31k	232.97	View chart
Chubb (CB)	0.2	$7.2M	+10%	32k	226.00	View chart
First Tr Exchange-traded Rba Indl Etf (QQXT)	0.2	$7.1M	-2%	81k	88.13	View chart
Ssga Active Etf Tr Globl Allo Etf (SRLN)	0.2	$7.1M	+1186%	170k	41.93	View chart
Ishares Tr Msci Ac Asia Etf (SHY)	0.2	$7.1M	+6%	86k	82.04	View chart
Goldman Sachs (GS)	0.2	$7.1M	+4%	18k	385.77	View chart
American Express Company (AXP)	0.2	$7.0M	+2%	37k	187.34	View chart
Franklin Templeton Etf Tr Disrptve Com Etf (DIVI)	0.2	$7.0M	+74%	226k	30.74	View chart
Ishares Tr Msci Ac Asia Etf (EFG)	0.2	$6.9M	+6%	72k	96.85	View chart
Altria (MO)	0.2	$6.9M		172k	40.34	View chart
Select Sector Spdr Tr Sbi Materials (XLK)	0.2	$6.9M		36k	192.48	View chart
Linde SHS (LIN)	0.2	$6.8M	+5%	17k	410.71	View chart
Ford Motor Company (F)	0.2	$6.8M	-6%	557k	12.19	View chart
Emerson Electric (EMR)	0.2	$6.7M	+43%	69k	97.33	View chart
Lowe's Companies (LOW)	0.2	$6.7M	-6%	30k	222.55	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FLTB)	0.2	$6.7M	+2%	135k	49.19	View chart
Micron Technology (MU)	0.2	$6.6M	+2%	78k	85.34	View chart
J P Morgan Exchange Traded F Betabuilders Dev (JPST)	0.2	$6.6M	+26%	131k	50.23	View chart
L3harris Technologies (LHX)	0.2	$6.6M	+9%	31k	210.62	View chart
AutoZone (AZO)	0.2	$6.5M	-8%	2.5k	2585.61	View chart
Vanguard Index Fds Small Cp Etf (VO)	0.2	$6.5M	-3%	28k	232.64	View chart
Uber Technologies (UBER)	0.2	$6.4M	+3%	104k	61.57	View chart
Vanguard Bd Index Fds Intermed Term (BND)	0.2	$6.4M	+28%	87k	73.55	View chart
Ishares Tr Msci Ac Asia Etf (MUB)	0.2	$6.3M	+22%	58k	108.41	View chart
Ishares Tr Msci Ac Asia Etf (EFA)	0.2	$6.3M	+20%	83k	75.35	View chart
Ishares Tr Msci Ac Asia Etf (IVW)	0.2	$6.3M		83k	75.10	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$6.3M	+4%	25k	255.32	View chart
First Tr Exchange-traded Rba Indl Etf (FDN)	0.2	$6.0M	+16%	32k	186.55	View chart
Ishares Tr Msci Ac Asia Etf (AOR)	0.2	$6.0M	+646%	113k	53.19	View chart
Ishares Tr Msci Ac Asia Etf (IJS)	0.2	$5.9M	+15%	58k	103.07	View chart
Ishares Tr Msci Ac Asia Etf (IWM)	0.1	$5.9M	+19%	29k	200.71	View chart
Ishares Tr Msci Ac Asia Etf (IJT)	0.1	$5.9M	+14%	47k	125.14	View chart
Zoetis Cl A (ZTS)	0.1	$5.8M	+2%	30k	197.37	View chart
Vanguard Index Fds Small Cp Etf (VBR)	0.1	$5.7M	+33%	32k	179.97	View chart
Ishares Tr Msci Ac Asia Etf (IVE)	0.1	$5.7M	+18%	33k	173.89	View chart
Ark Etf Tr Fintech Innova (ARKK)	0.1	$5.6M	-11%	108k	52.37	View chart
BlackRock (BLK)	0.1	$5.6M	+2%	6.9k	811.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$5.6M	-3%	143k	39.03	View chart
Broadridge Financial Solutions (BR)	0.1	$5.6M		27k	205.75	View chart
Paychex (PAYX)	0.1	$5.6M	+7%	47k	119.11	View chart
Duke Energy Corp Com New (DUK)	0.1	$5.5M	+7%	57k	97.04	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.1	$5.5M	-4%	52k	104.45	View chart
Target Corporation (TGT)	0.1	$5.4M	+2%	38k	142.42	View chart
Palo Alto Networks (PANW)	0.1	$5.4M	+20%	19k	294.88	View chart
Stryker Corporation (SYK)	0.1	$5.4M	+16%	18k	299.46	View chart
Innovator Etfs Tr Prem Incm 20 Bar (BNOV)	0.1	$5.4M	+14%	153k	34.91	View chart
Ishares Tr Msci Ac Asia Etf (LQD)	0.1	$5.3M	+39%	48k	110.66	View chart
Vanguard Index Fds Small Cp Etf (VV)	0.1	$5.3M	-3%	24k	218.15	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$5.3M	+28%	95k	56.14	View chart
Thermo Fisher Scientific (TMO)	0.1	$5.3M	+14%	10k	530.79	View chart
S&p Global (SPGI)	0.1	$5.3M	+14%	12k	440.52	View chart
First Tr Exchange-traded Rba Indl Etf (RDVI)	0.1	$5.2M		227k	23.08	View chart
Canadian Natural Resources (CNQ)	0.1	$5.2M	+14%	80k	65.52	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$5.0M	+367%	151k	33.31	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VWO)	0.1	$5.0M	+22%	121k	41.10	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (SCHP)	0.1	$5.0M	+55%	95k	52.20	View chart
Ishares Tr Msci Ac Asia Etf (QUAL)	0.1	$5.0M	+159%	34k	147.14	View chart
Vanguard Index Fds Small Cp Etf (VOE)	0.1	$4.9M	+25%	34k	145.01	View chart
Invesco Exchange Traded Fd T Zacks Mult Ast (XMHQ)	0.1	$4.9M	NEW	56k	88.71	View chart
At&t (T)	0.1	$4.8M	+20%	285k	16.78	View chart
Air Products & Chemicals (APD)	0.1	$4.7M	+6%	17k	273.80	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$4.7M	+131%	61k	76.38	View chart
Applied Materials (AMAT)	0.1	$4.6M	+15%	29k	162.07	View chart
Wells Fargo & Company (WFC)	0.1	$4.6M	+9%	94k	49.22	View chart
Waste Management (WM)	0.1	$4.6M	+5%	26k	179.10	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$4.6M	+5%	58k	79.34	View chart
Ishares Tr Msci Ac Asia Etf (IWO)	0.1	$4.6M	+42%	18k	252.22	View chart
Ishares Tr Msci Ac Asia Etf (IEI)	0.1	$4.6M	+51%	39k	117.13	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$4.5M	-7%	63k	70.84	View chart
Constellation Brands Cl A (STZ)	0.1	$4.5M	+7%	18k	241.75	View chart
Comcast Corp Cl A (CMCSA)	0.1	$4.5M	+2%	102k	43.85	View chart
AFLAC Incorporated (AFL)	0.1	$4.4M	+10%	54k	82.50	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$4.4M	+76%	8.9k	489.99	View chart
Ishares Tr Msci Ac Asia Etf (ESGU)	0.1	$4.4M	-32%	42k	104.92	View chart
Ishares Tr Msci Ac Asia Etf (GOVT)	0.1	$4.4M	+283%	189k	23.04	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$4.3M	+35%	320k	13.30	View chart
Trex Company (TREX)	0.1	$4.1M	-16%	50k	82.79	View chart
AmerisourceBergen (COR)	0.1	$4.1M		20k	205.38	View chart
Vanguard Index Fds Small Cp Etf (VNQ)	0.1	$4.1M	+20%	47k	88.36	View chart
First Tr Exchange Traded S Netwrk Fut Veh (FXL)	0.1	$4.1M	+2%	32k	128.07	View chart
Southern Company (SO)	0.1	$4.1M	+4%	58k	70.12	View chart
Deere & Company (DE)	0.1	$4.1M	+2%	10k	399.87	View chart
Kla Corp Com New (KLAC)	0.1	$4.0M		6.9k	581.30	View chart
Novo-nordisk A S Adr (NVO)	0.1	$4.0M	+74%	39k	103.45	View chart
Wisdomtree Tr Yield Enhancd Us (DLN)	0.1	$4.0M	+7%	61k	66.38	View chart
FedEx Corporation (FDX)	0.1	$4.0M	-32%	16k	252.97	View chart
General Electric Com New (GE)	0.1	$4.0M	-3%	31k	127.63	View chart
First Tr Exchange-traded Rba Indl Etf (FSIG)	0.1	$3.8M	+7%	202k	18.96	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$3.8M	+14%	5.0k	756.92	View chart
Gilead Sciences (GILD)	0.1	$3.8M	+18%	47k	81.01	View chart
ConocoPhillips (COP)	0.1	$3.7M	+2%	32k	116.07	View chart
PPG Industries (PPG)	0.1	$3.7M		25k	149.55	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$3.7M		8.4k	446.29	View chart
Select Sector Spdr Tr Sbi Materials (XLV)	0.1	$3.7M	-7%	27k	136.38	View chart
Church & Dwight (CHD)	0.1	$3.7M	+806%	39k	94.56	View chart
Tractor Supply Company (TSCO)	0.1	$3.7M	+15%	17k	215.03	View chart
Invesco Exchange Traded Fd T Zacks Mult Ast (RSP)	0.1	$3.7M	+8%	23k	157.80	View chart
Amplify Etf Tr Amplify Lithium (DIVO)	0.1	$3.6M	-8%	100k	36.55	View chart
Colgate-Palmolive Company (CL)	0.1	$3.6M	+52%	46k	79.71	View chart
Global X Fds Aging Population (QYLD)	0.1	$3.6M		209k	17.34	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VYMI)	0.1	$3.6M		54k	66.49	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (VGSH)	0.1	$3.6M	+62%	62k	58.33	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$3.6M	+40%	100k	35.88	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$3.6M	+450%	62k	57.64	View chart
Fidelity Covington Trust Blue Chip Grwth (FDVV)	0.1	$3.6M		84k	42.28	View chart
Ishares Tr Msci Ac Asia Etf (SCZ)	0.1	$3.6M	+3%	58k	61.90	View chart
Ishares Tr Msci Ac Asia Etf (AOA)	0.1	$3.5M	NEW	51k	69.05	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$3.5M	+109%	76k	46.04	View chart
Arista Networks (ANET)	0.1	$3.5M	+234%	15k	235.51	View chart
American Electric Power Company (AEP)	0.1	$3.4M	+9%	42k	81.22	View chart
Citigroup Com New (C)	0.1	$3.4M		65k	51.44	View chart
Ally Financial (ALLY)	0.1	$3.3M	+4%	96k	34.92	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (VCIT)	0.1	$3.3M	+3%	41k	81.28	View chart
Proshares Tr Bitcoin Strate (NOBL)	0.1	$3.3M	+2%	35k	95.20	View chart
Alps Etf Tr Clean Energy (OUSA)	0.1	$3.3M	+17%	71k	46.09	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$3.2M	+3%	34k	95.08	View chart

Past Filings by Kestra Private Wealth Services

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

Kestra Private Wealth Services 2023 Q4 filed Feb. 5, 2024
Kestra Private Wealth Services 2023 Q3 filed Nov. 8, 2023
Kestra Private Wealth Services 2023 Q2 filed Aug. 8, 2023
Kestra Private Wealth Services 2023 Q1 filed May 12, 2023
Kestra Private Wealth Services 2022 Q4 filed Feb. 1, 2023
Kestra Private Wealth Services 2022 Q3 filed Nov. 14, 2022
Kestra Private Wealth Services 2022 Q2 filed Aug. 12, 2022
Kestra Private Wealth Services 2020 Q4 restated filed July 28, 2022
Kestra Private Wealth Services 2020 Q3 restated filed July 28, 2022
Kestra Private Wealth Services 2021 Q2 restated filed July 27, 2022
Kestra Private Wealth Services 2021 Q1 restated filed July 27, 2022
Kestra Private Wealth Services 2021 Q3 restated filed July 26, 2022
Kestra Private Wealth Services 2022 Q1 restated filed July 21, 2022
Kestra Private Wealth Services 2021 Q4 restated filed July 21, 2022
Kestra Private Wealth Services 2022 Q1 filed May 26, 2022
Kestra Private Wealth Services 2021 Q4 filed Jan. 21, 2022

View all past filings

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