Kestra Private Wealth Services

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

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Portfolio Holdings for Kestra Private Wealth Services

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

Kestra Private Wealth Services has 977 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.6 $133M -2% 764k 174.61
Amazon (AMZN) 2.8 $56M 17k 3259.89
Microsoft Corporation (MSFT) 2.5 $51M 167k 308.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $31M 89k 352.91
Alphabet Cap Stk Cl A (GOOGL) 1.1 $23M 8.1k 2781.39
Costco Wholesale Corporation (COST) 1.1 $22M 38k 575.86
NVIDIA Corporation (NVDA) 1.0 $21M +6% 76k 272.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $18M +23% 49k 362.53
Visa Com Cl A (V) 0.9 $18M -2% 79k 221.77
Tesla Motors (TSLA) 0.9 $17M 16k 1077.60
Meta Platforms Cl A (FB) 0.8 $17M +3% 74k 222.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $16M +13% 36k 451.65
Alphabet Cap Stk Cl C (GOOG) 0.8 $16M +17% 5.8k 2792.89
Ishares Tr Core S&p500 Etf (IVV) 0.8 $16M -12% 36k 453.67

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Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $16M +18% 93k 168.28
Abbvie (ABBV) 0.8 $15M +4% 95k 162.11
JPMorgan Chase & Co. (JPM) 0.8 $15M 113k 136.32
Ishares Tr Core Div Grwth (DGRO) 0.7 $14M -4% 268k 53.41
Johnson & Johnson (JNJ) 0.7 $14M -6% 78k 177.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $14M +2% 60k 227.68
First Tr Value Line Divid In SHS (FVD) 0.7 $13M -19% 314k 42.30
Home Depot (HD) 0.6 $13M -3% 43k 299.32
Procter & Gamble Company (PG) 0.6 $13M 84k 152.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $12M -7% 30k 415.16
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.6 $12M +22% 165k 71.86
Vanguard Index Fds Value Etf (VTV) 0.6 $12M +30% 79k 147.78
Lockheed Martin Corporation (LMT) 0.6 $12M -2% 26k 441.40
Bank of America Corporation (BAC) 0.6 $12M +2% 281k 41.22
Walt Disney Company (DIS) 0.6 $12M -3% 84k 137.16
Chevron Corporation (CVX) 0.6 $11M -3% 70k 162.83
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.6 $11M +62% 231k 49.00
Alpha Architect Etf Tr Merlyn Ai Sector (DUDE) 0.5 $11M -3% 391k 27.07
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $11M -4% 79k 132.08
Ishares Tr Blackrock Ultra (ICSH) 0.5 $10M +15% 208k 50.15
Verizon Communications (VZ) 0.5 $10M +4% 202k 50.94
Exxon Mobil Corporation (XOM) 0.5 $10M -14% 123k 82.59
Pfizer (PFE) 0.5 $9.9M -3% 192k 51.77
Ishares Tr Core Msci Eafe (IEFA) 0.5 $9.8M +4% 141k 69.51
United Parcel Service CL B (UPS) 0.5 $9.5M -3% 45k 214.46
Spdr Gold Tr Gold Shs (GLD) 0.5 $9.5M +11% 53k 180.66
Ishares Tr U.s. Med Dvc Etf (IHI) 0.5 $9.5M +6% 155k 60.96
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.5 $9.4M +11% 442k 21.22
Amgen (AMGN) 0.5 $9.2M -4% 38k 241.83
Cisco Systems (CSCO) 0.5 $9.1M 164k 55.76
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.4 $8.9M +26% 160k 55.80
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $8.9M +10% 54k 165.66
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $8.8M -11% 33k 268.35
Merck & Co (MRK) 0.4 $8.8M +6% 107k 82.05
Nike CL B (NKE) 0.4 $8.7M +2% 65k 134.56
McDonald's Corporation (MCD) 0.4 $8.6M +3% 35k 247.27
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $8.3M -19% 77k 107.88
UnitedHealth (UNH) 0.4 $8.3M 16k 509.95
Alpha Architect Etf Tr Merlyn Ai Bull (WIZ) 0.4 $8.2M -8% 239k 34.55
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.4 $8.2M +4% 174k 47.05
Broadcom (AVGO) 0.4 $7.6M 12k 629.72
Wal-Mart Stores (WMT) 0.4 $7.5M -9% 51k 148.92
Union Pacific Corporation (UNP) 0.4 $7.4M 27k 273.21
Pepsi (PEP) 0.4 $7.4M -2% 44k 167.39
Mastercard Incorporated Cl A (MA) 0.4 $7.4M 21k 357.40
Abbott Laboratories (ABT) 0.4 $7.4M 62k 118.36
CVS Caremark Corporation (CVS) 0.4 $7.3M 73k 101.21
Vanguard Index Fds Growth Etf (VUG) 0.4 $7.2M +7% 25k 287.59
Aurinia Pharmaceuticals (AUPH) 0.4 $7.2M NEW 582k 12.38
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $7.2M +49% 101k 71.36
salesforce (CRM) 0.4 $7.2M +5% 34k 212.31
Ishares Tr Barclays 7 10 Yr (IEF) 0.4 $7.1M +14% 66k 107.47
Vanguard Index Fds Small Cp Etf (VB) 0.3 $7.0M +8% 33k 212.51
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $6.8M +15% 68k 100.50
Coca-Cola Company (KO) 0.3 $6.8M 110k 62.00
Paramount Global 5.75% Conv Pfd A (PARAP) 0.3 $6.7M +5% 121k 55.55
Northrop Grumman Corporation (NOC) 0.3 $6.7M 15k 447.21
Advanced Micro Devices (AMD) 0.3 $6.7M -14% 61k 109.34
Boeing Company (BA) 0.3 $6.6M +7% 34k 191.49
Altria (MO) 0.3 $6.4M +22% 123k 52.25
Qualcomm (QCOM) 0.3 $6.4M +9% 42k 152.81
Caterpillar (CAT) 0.3 $6.4M +2% 29k 222.80
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $6.3M -16% 59k 107.10
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $6.2M 38k 162.15
Bristol Myers Squibb (BMY) 0.3 $6.1M +7% 84k 73.03
Ishares Tr Esg Awre Usd Etf (SUSC) 0.3 $6.1M +2% 241k 25.13
Blackstone Group Inc Com Cl A (BX) 0.3 $6.0M +8% 47k 126.94
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $5.9M +21% 50k 119.63
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $5.9M 75k 78.20
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.3 $5.6M 265k 21.26
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.3 $5.4M +2% 258k 21.10
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $5.4M +391% 171k 31.52
Flexshares Tr Qlt Div Def Idx (QDEF) 0.3 $5.4M 95k 56.51
AutoZone (AZO) 0.3 $5.3M +7% 2.6k 2044.70
Nextera Energy (NEE) 0.3 $5.3M 63k 84.71
Ishares Core Msci Emkt (IEMG) 0.3 $5.2M +3% 94k 55.55
Eli Lilly & Co. (LLY) 0.3 $5.2M -2% 18k 286.37
Ark Etf Tr Innovation Etf (ARKK) 0.3 $5.1M +50% 77k 66.29
International Business Machines (IBM) 0.3 $5.1M +3% 39k 130.03
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $5.1M -3% 102k 49.58
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $5.0M -11% 27k 187.89
Starbucks Corporation (SBUX) 0.2 $5.0M -9% 55k 90.98
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $5.0M +3% 235k 21.07
Netflix (NFLX) 0.2 $4.9M 13k 374.58
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $4.9M +5% 44k 112.24
Adobe Systems Incorporated (ADBE) 0.2 $4.9M +4% 11k 455.66
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $4.9M -3% 101k 48.03
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $4.8M +11% 32k 152.50
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $4.8M -50% 61k 77.90
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.2 $4.8M NEW 200k 23.77
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $4.5M +20% 13k 346.84
American Express Company (AXP) 0.2 $4.5M +22% 24k 187.01
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $4.5M -14% 75k 59.53
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $4.5M +893% 160k 27.87
Kimberly-Clark Corporation (KMB) 0.2 $4.4M +29% 36k 123.17
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $4.3M +13% 43k 100.93
Ishares Tr Msci Eafe Etf (EFA) 0.2 $4.3M 59k 73.59
Lowe's Companies (LOW) 0.2 $4.3M -14% 22k 202.20
Clorox Company (CLX) 0.2 $4.3M +111% 31k 139.04
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $4.3M 40k 108.36
Goldman Sachs (GS) 0.2 $4.3M +12% 13k 330.08
Zoetis Cl A (ZTS) 0.2 $4.2M -4% 22k 188.60
Paypal Holdings (PYPL) 0.2 $4.2M 36k 115.65
Intel Corporation (INTC) 0.2 $4.1M -5% 84k 49.56
At&t (T) 0.2 $4.1M -10% 174k 23.63
Ford Motor Company (F) 0.2 $4.0M +5% 237k 16.91
3M Company (MMM) 0.2 $4.0M +91% 27k 148.87
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.2 $4.0M +3% 57k 70.51
Select Sector Spdr Tr Energy (XLE) 0.2 $3.9M 52k 76.44
Ishares Tr Usd Grn Bond Etf (BGRN) 0.2 $3.9M +2% 77k 50.59
Honeywell International (HON) 0.2 $3.9M +4% 20k 194.57
Select Sector Spdr Tr Technology (XLK) 0.2 $3.8M -6% 24k 158.92
Independence Realty Trust In (IRT) 0.2 $3.8M NEW 145k 26.44
Duke Energy Corp Com New (DUK) 0.2 $3.8M +4% 34k 111.67
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.8M 14k 277.62
First Tr Exchange-traded Nasdq Semcndtr (FTXL) 0.2 $3.8M +795% 54k 70.40
First Tr Nasdaq Aba Cmnty Bk Ut Com Shs Etf (QABA) 0.2 $3.8M NEW 67k 56.18
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.2 $3.7M +90% 75k 50.28
First Tr Exchange Traded Materials Alph (FXZ) 0.2 $3.7M -7% 52k 71.62
Target Corporation (TGT) 0.2 $3.7M -11% 18k 212.22
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $3.6M 15k 237.85
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.2 $3.6M 70k 50.83
Raytheon Technologies Corp (RTX) 0.2 $3.6M +5% 36k 99.06
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $3.5M -17% 46k 76.38
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $3.5M 143k 24.44
Diageo Spon Adr New (DEO) 0.2 $3.5M 17k 203.17
Anthem (ANTM) 0.2 $3.5M 7.1k 491.31
FedEx Corporation (FDX) 0.2 $3.4M +93% 15k 231.40
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $3.4M NEW 33k 104.95
Wells Fargo & Company (WFC) 0.2 $3.4M 70k 48.46
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $3.4M -31% 70k 48.46
Medtronic SHS (MDT) 0.2 $3.3M -12% 30k 110.96
ConocoPhillips (COP) 0.2 $3.3M -18% 33k 99.99
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.2 $3.3M -4% 85k 38.64
BP Sponsored Adr (BP) 0.2 $3.2M 110k 29.40
Citigroup Com New (C) 0.2 $3.2M +3% 60k 53.40
Eaton Corp SHS (ETN) 0.2 $3.2M +2% 21k 151.75
Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $3.2M +8% 152k 20.97
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $3.1M -33% 29k 106.70
Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.1M 9.1k 337.16
Ishares Tr North Amern Nat (IGE) 0.1 $3.0M -11% 75k 40.45
Select Sector Spdr Tr Financial (XLF) 0.1 $3.0M -3% 77k 38.32
Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.0M 14k 205.28
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $2.9M 40k 74.46
Danaher Corporation (DHR) 0.1 $2.9M -12% 10k 293.31
General Dynamics Corporation (GD) 0.1 $2.9M -4% 12k 241.16
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $2.9M +16% 43k 67.62
Ishares Gold Tr Ishares New (IAU) 0.1 $2.9M +36% 78k 36.83
Comcast Corp Cl A (CMCSA) 0.1 $2.9M +9% 61k 46.82
Waste Management (WM) 0.1 $2.8M -6% 18k 158.50
Southern Unit 08/01/2022 (SOLN) 0.1 $2.8M -21% 51k 54.62
Dbx Etf Tr Xtrack Msci Emrg (DBEM) 0.1 $2.8M +8% 114k 24.45
Ishares Tr Tips Bd Etf (TIP) 0.1 $2.7M 22k 124.55
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $2.7M -31% 55k 48.95
Deere & Company (DE) 0.1 $2.7M +5% 6.4k 415.47
Block Cl A (SQ) 0.1 $2.7M +8% 20k 135.61
Osi Etf Tr Oshares Eur Qlt (OEUR) 0.1 $2.6M 102k 25.85
Ishares Tr Us Infrastruc (IFRA) 0.1 $2.6M +736% 68k 38.95
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $2.6M +5% 26k 102.80
Morgan Stanley Com New (MS) 0.1 $2.6M +27% 30k 87.39
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $2.6M -21% 137k 19.02
American Electric Power Company (AEP) 0.1 $2.6M +9% 26k 99.76
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.5M +11% 16k 157.73
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $2.5M -49% 53k 47.66
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $2.5M -8% 26k 94.90
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $2.5M +43% 29k 86.62
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $2.5M +3% 48k 52.44
Intercontinental Exchange (ICE) 0.1 $2.5M -2% 19k 132.10
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $2.5M 17k 149.65
Texas Instruments Incorporated (TXN) 0.1 $2.5M -22% 14k 183.46
General Electric Com New (GE) 0.1 $2.5M 27k 91.48
Thermo Fisher Scientific (TMO) 0.1 $2.4M -10% 4.1k 590.69
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $2.4M 20k 123.09
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.1 $2.4M +106% 41k 57.84
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.1 $2.4M +7% 95k 25.26
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $2.4M +10% 15k 161.36
C H Robinson Worldwide Com New (CHRW) 0.1 $2.4M 22k 107.72
Southwest Airlines (LUV) 0.1 $2.4M 51k 45.81
Wec Energy Group (WEC) 0.1 $2.3M +4% 24k 99.80
Timberland Ban (TSBK) 0.1 $2.3M 87k 27.01
Analog Devices (ADI) 0.1 $2.3M 14k 165.18
Moody's Corporation (MCO) 0.1 $2.3M +610% 6.9k 337.44
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $2.3M -8% 13k 184.97
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $2.3M +7% 27k 83.52
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.1 $2.3M 50k 45.48
Linde SHS (LIN) 0.1 $2.3M 7.1k 319.44
Garmin SHS (GRMN) 0.1 $2.2M +4% 19k 118.63
Micron Technology (MU) 0.1 $2.2M 28k 77.87
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.2M -2% 11k 208.45
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $2.1M +7% 32k 66.34
Alpha Architect Etf Tr Merlyn Ai Etf (SNUG) 0.1 $2.1M -3% 79k 27.03
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $2.1M +32% 75k 28.43
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.1M 4.00 529000.00
Oracle Corporation (ORCL) 0.1 $2.1M 25k 82.72
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $2.1M +35% 28k 73.73
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $2.1M -3% 42k 49.03
Phillips 66 (PSX) 0.1 $2.1M +42% 24k 86.38
Ishares Tr Core Msci Total (IXUS) 0.1 $2.1M +82% 31k 66.58
Delta Air Lines Inc Del Com New (DAL) 0.1 $2.1M +6% 52k 39.58
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $2.0M -4% 26k 77.59
Constellation Brands Cl A (STZ) 0.1 $2.0M -4% 8.8k 230.36
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $2.0M +2% 67k 30.40
Bce Com New (BCE) 0.1 $2.0M +2% 36k 55.47
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $2.0M +6% 38k 53.11
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.1 $2.0M 21k 98.13
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $2.0M -5% 13k 158.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $2.0M +9% 44k 46.13
Fs Kkr Capital Corp (FSK) 0.1 $2.0M 88k 22.82
Vanguard World Mega Grwth Ind (MGK) 0.1 $2.0M +6% 8.4k 235.34
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $2.0M -38% 22k 90.50
Twilio Cl A (TWLO) 0.1 $2.0M +2% 12k 164.83
Automatic Data Processing (ADP) 0.1 $2.0M -7% 8.6k 227.55
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $2.0M +2% 36k 54.16
Paramount Global Class B Com (PARA) 0.1 $1.9M 51k 37.81
Kla Corp Com New (KLAC) 0.1 $1.9M 5.3k 366.13
MetLife (MET) 0.1 $1.9M -2% 27k 70.28
Gilead Sciences (GILD) 0.1 $1.9M +17% 32k 59.46
Truist Financial Corp equities (TFC) 0.1 $1.9M -6% 33k 56.71
Cohen & Steers infrastucture Fund (UTF) 0.1 $1.9M +7% 65k 28.95
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.9M +11% 7.3k 255.73
Prospect Capital Corporation (PSEC) 0.1 $1.8M +3% 223k 8.28
Public Service Enterprise (PEG) 0.1 $1.8M 26k 69.99
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $1.8M -17% 26k 69.64
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $1.8M 28k 65.66
Philip Morris International (PM) 0.1 $1.8M +12% 19k 93.93
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.1 $1.8M +34% 29k 61.38
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.1 $1.8M +7% 37k 48.84
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $1.8M 28k 63.66
Barclays Bank Ipth Sr B S&p (VXX) 0.1 $1.8M +3% 69k 25.70
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.1 $1.8M -6% 52k 33.86
General Motors Company (GM) 0.1 $1.7M -3% 40k 43.75
Spdr Ser Tr Bloomberg Conv (CWB) 0.1 $1.7M -5% 23k 76.95
Aes Corp Unit 99/99/9999 (AESC) 0.1 $1.7M NEW 18k 98.91
Emerson Electric (EMR) 0.1 $1.7M +5% 17k 98.04
Tractor Supply Company (TSCO) 0.1 $1.7M 7.3k 233.34
Proshares Tr Ii Vix Sh Trm Futrs (VIXY) 0.1 $1.7M 102k 16.57

Past Filings by Kestra Private Wealth Services

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