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 2021 quarterly 13F filing

Kestra Private Wealth Services has 794 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.4 $91M 747k 122.15
Amazon (AMZN) 3.3 $47M -5% 15k 3094.10
Microsoft Corporation (MSFT) 2.4 $35M +5% 148k 235.77
First Tr Value Line Divid In SHS (FVD) 1.8 $26M +4% 689k 37.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $22M 87k 255.47
Facebook Cl A (FB) 1.3 $19M 66k 294.53
JPMorgan Chase & Co. (JPM) 1.1 $16M +2% 102k 152.23
Visa Com Cl A (V) 1.0 $14M 66k 211.73
Alphabet Cap Stk Cl A (GOOGL) 1.0 $14M 6.8k 2062.52
Ishares Tr Core S&p500 Etf (IVV) 0.9 $14M 34k 397.83
Costco Wholesale Corporation (COST) 0.9 $12M 35k 352.49
Ishares Tr Core Div Grwth (DGRO) 0.8 $12M +3% 249k 48.27
Verizon Communications (VZ) 0.8 $12M +15% 205k 58.15
Walt Disney Company (DIS) 0.8 $12M -4% 64k 184.52

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Johnson & Johnson (JNJ) 0.8 $12M 70k 164.35
Home Depot (HD) 0.8 $11M +2% 36k 305.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $11M 52k 206.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $10M +19% 26k 396.34
Procter & Gamble Company (PG) 0.7 $10M 75k 135.43
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $9.9M 91k 108.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $9.6M -17% 26k 364.31
Tesla Motors (TSLA) 0.7 $9.6M +8% 14k 667.95
Bank of America Corporation (BAC) 0.6 $9.3M 241k 38.69
Lockheed Martin Corporation (LMT) 0.6 $9.1M +11% 25k 369.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $9.1M +46% 29k 319.12
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $9.0M -7% 80k 113.83
Amgen (AMGN) 0.6 $8.7M -8% 35k 248.82
Alphabet Cap Stk Cl C (GOOG) 0.6 $8.3M +12% 4.0k 2068.96
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $8.3M 101k 82.19
Alpha Architect Etf Tr Merlyn Ai Sector (DUDE) 0.6 $8.0M NEW 298k 26.70
Cisco Systems (CSCO) 0.6 $7.9M 154k 51.71
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $7.6M +4% 124k 61.52
Nike CL B (NKE) 0.5 $7.6M +5% 57k 132.88
Alibaba Group Hldg Sponsored Ads (BABA) 0.5 $7.4M +41% 32k 226.74
NVIDIA Corporation (NVDA) 0.5 $7.2M +2% 14k 533.90
McDonald's Corporation (MCD) 0.5 $7.2M 32k 224.12
Spdr Gold Tr Gold Shs (GLD) 0.5 $7.1M -7% 45k 159.95
At&t (T) 0.5 $7.1M -10% 234k 30.27
Boeing Company (BA) 0.5 $7.0M -3% 27k 254.73
Merck & Co (MRK) 0.5 $6.8M +5% 89k 77.09
Wal-Mart Stores (WMT) 0.5 $6.7M +37% 50k 135.82
Ishares Tr Blackrock Ultra (ICSH) 0.5 $6.7M +10% 132k 50.52
Pfizer (PFE) 0.5 $6.7M +5% 184k 36.23
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.5 $6.6M 94k 70.82
Ishares Tr Barclays 7 10 Yr (IEF) 0.5 $6.6M +4% 59k 112.94
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $6.6M +2% 25k 260.27
Ishares Tr Ibonds Dec21 Etf (IBDM) 0.5 $6.6M -4% 264k 24.85
United Parcel Service CL B (UPS) 0.4 $6.3M -8% 37k 170.00
Alpha Architect Etf Tr Merlyn Ai Bull (WIZ) 0.4 $6.3M +12% 188k 33.49
Chevron Corporation (CVX) 0.4 $6.3M 60k 104.79
Abbvie (ABBV) 0.4 $6.3M +3% 58k 108.22
Mastercard Incorporated Cl A (MA) 0.4 $6.1M +3% 17k 356.03
Intel Corporation (INTC) 0.4 $5.8M -8% 91k 64.00
First Tr Exchange-traded Dj Internt Idx (FDN) 0.4 $5.7M 26k 218.07
Starbucks Corporation (SBUX) 0.4 $5.6M +3% 52k 109.26
Netflix (NFLX) 0.4 $5.6M -3% 11k 521.70
Abbott Laboratories (ABT) 0.4 $5.4M -2% 45k 119.84
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $5.4M +111% 30k 176.92
Altria (MO) 0.4 $5.3M -6% 104k 51.16
Union Pacific Corporation (UNP) 0.4 $5.3M +6% 24k 220.39
Broadcom (AVGO) 0.4 $5.2M 11k 463.65
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $5.2M +67% 32k 160.85
salesforce (CRM) 0.4 $5.2M +2% 25k 211.87
CVS Caremark Corporation (CVS) 0.4 $5.2M +18% 69k 75.23
Pepsi (PEP) 0.4 $5.2M +2% 37k 141.45
Qualcomm (QCOM) 0.4 $5.1M +13% 38k 132.58
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $5.0M -8% 34k 147.07
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $5.0M -22% 94k 52.83
Ishares Tr Esg Awre Usd Etf (SUSC) 0.3 $4.9M NEW 181k 26.95
Exxon Mobil Corporation (XOM) 0.3 $4.9M -8% 87k 55.83
Paypal Holdings (PYPL) 0.3 $4.8M +35% 20k 242.86
Ishares Tr Msci Eafe Etf (EFA) 0.3 $4.7M +2% 62k 75.86
Northrop Grumman Corporation (NOC) 0.3 $4.7M +2% 14k 323.62
Coca-Cola Company (KO) 0.3 $4.6M 88k 52.71
Caterpillar (CAT) 0.3 $4.6M -2% 20k 231.86
Cohen & Steers Slt Pfd Incm (PSF) 0.3 $4.5M -19% 161k 27.70
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $4.3M +5% 13k 330.36
Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.3M +110% 20k 214.10
UnitedHealth (UNH) 0.3 $4.3M +7% 11k 372.05
Bristol Myers Squibb (BMY) 0.3 $4.2M +8% 67k 63.13
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.3 $4.2M -11% 43k 97.64
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $4.1M +12% 50k 82.50
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $4.1M -45% 59k 69.19
Dominion Energy Unit 99/99/9999 (DCUE) 0.3 $4.0M -25% 40k 98.83
Female Health (VERU) 0.3 $4.0M -36% 368k 10.78
International Business Machines (IBM) 0.3 $3.9M +16% 30k 133.27
Kimberly-Clark Corporation (KMB) 0.3 $3.9M +17% 28k 139.05
Ark Etf Tr Innovation Etf (ARKK) 0.3 $3.8M +30% 31k 119.95
Flexshares Tr Qlt Div Def Idx (QDEF) 0.3 $3.7M +849% 73k 51.14
Twilio Cl A (TWLO) 0.3 $3.7M 11k 340.81
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.3 $3.6M -51% 81k 44.80
Lowe's Companies (LOW) 0.3 $3.6M 19k 190.20
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.2 $3.5M +5% 55k 63.65
Medtronic SHS (MDT) 0.2 $3.5M +9% 30k 118.12
Eli Lilly & Co. (LLY) 0.2 $3.5M +10% 19k 186.84
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $3.5M -12% 135k 25.85
Palantir Technologies Cl A (PLTR) 0.2 $3.5M +162% 148k 23.29
Goldman Sachs (GS) 0.2 $3.5M -9% 11k 326.99
Nexpoint Strategic Opportes Com New (NHF) 0.2 $3.5M -69% 303k 11.39
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $3.4M 16k 221.33
AutoZone (AZO) 0.2 $3.4M -3% 2.4k 1404.44
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $3.3M +3% 36k 91.86
Nextera Energy (NEE) 0.2 $3.3M +10% 44k 75.62
Honeywell International (HON) 0.2 $3.3M 15k 217.05
Zoetis Cl A (ZTS) 0.2 $3.3M +12% 21k 157.48
Vanguard Index Fds Growth Etf (VUG) 0.2 $3.3M +3% 13k 257.00
Southern Unit 08/01/2022 (SOLN) 0.2 $3.3M -27% 64k 50.92
Adobe Systems Incorporated (ADBE) 0.2 $3.2M +25% 6.8k 475.34
Vanguard Index Fds Value Etf (VTV) 0.2 $3.2M +4% 25k 131.48
Blackstone Group Inc Com Cl A (BX) 0.2 $3.2M +11% 43k 74.52
Advanced Micro Devices (AMD) 0.2 $3.2M +9% 41k 78.51
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.2 $3.2M +470% 34k 93.81
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $3.1M -40% 48k 65.11
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $3.0M +4% 19k 160.52
FLIR Systems (FLIR) 0.2 $3.0M +23% 54k 56.47
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $3.0M +8% 55k 54.69
Comcast Corp Cl A (CMCSA) 0.2 $3.0M +18% 56k 54.11
Select Sector Spdr Tr Technology (XLK) 0.2 $3.0M -5% 23k 132.81
Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.0M +5% 11k 276.27
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $2.9M -26% 32k 91.60
Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.9M -9% 41k 72.05
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $2.9M +2% 28k 105.86
Texas Instruments Incorporated (TXN) 0.2 $2.9M +31% 16k 189.01
Square Cl A (SQ) 0.2 $2.9M -7% 13k 227.03
First Tr Exchange Traded Materials Alph (FXZ) 0.2 $2.9M +168% 52k 55.15
Ishares Tr Gbl Green Etf (BGRN) 0.2 $2.9M NEW 53k 54.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $2.8M +28% 28k 101.10
Duke Energy Corp Com New (DUK) 0.2 $2.7M +10% 28k 96.54
Wynn Resorts (WYNN) 0.2 $2.7M -17% 22k 125.37
Ishares Tr North Amern Nat (IGE) 0.2 $2.7M +200% 98k 27.57
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $2.7M -34% 134k 20.15
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $2.7M +20% 19k 144.22
American Express Company (AXP) 0.2 $2.6M +3% 19k 141.46
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.2 $2.6M +2% 53k 49.32
Dbx Etf Tr Xtrack Msci Emrg (DBEM) 0.2 $2.6M +4% 91k 28.72
Osi Etf Tr Oshares Eur Qlt (OEUR) 0.2 $2.6M +7% 101k 25.46
Target Corporation (TGT) 0.2 $2.6M -16% 13k 198.07
Twitter (TWTR) 0.2 $2.6M +5% 40k 63.62
General Electric Company (GE) 0.2 $2.5M -17% 191k 13.13
Ishares Core Msci Emkt (IEMG) 0.2 $2.5M -3% 39k 64.36
Ishares Tr Broad Usd High (USHY) 0.2 $2.5M +212% 60k 41.18
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $2.5M -3% 21k 118.03
Diageo Spon Adr New (DEO) 0.2 $2.5M +2% 15k 164.18
Citigroup Com New (C) 0.2 $2.4M +5% 34k 72.76
Timberland Ban (TSBK) 0.2 $2.4M -19% 87k 27.81
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.2 $2.4M +21% 91k 26.38
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.2 $2.4M +2% 36k 65.96
Eaton Corp SHS (ETN) 0.2 $2.4M +12% 17k 138.26
Gilead Sciences (GILD) 0.2 $2.4M -3% 37k 64.62
Ford Motor Company (F) 0.2 $2.4M -5% 194k 12.25
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $2.4M +9% 48k 49.10
Wells Fargo & Company (WFC) 0.2 $2.3M +4% 60k 39.07
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.2 $2.3M +5% 57k 40.65
Alpha Architect Etf Tr Merlyn Ai Etf (SNUG) 0.2 $2.3M -40% 84k 27.19
Southwest Airlines (LUV) 0.2 $2.3M -6% 37k 61.05
Waste Management (WM) 0.2 $2.3M +4% 18k 129.01
Cassava Sciences (SAVA) 0.2 $2.3M NEW 50k 44.94
Garmin SHS (GRMN) 0.2 $2.2M -7% 17k 131.86
Penn National Gaming (PENN) 0.2 $2.2M 21k 104.82
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $2.2M -49% 35k 64.03
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $2.2M +107% 13k 168.09
Ishares Tr Russell 2000 Etf (IWM) 0.2 $2.2M -3% 10k 220.90
Anthem (ANTM) 0.2 $2.2M +53% 6.1k 358.95
Raytheon Technologies Corp (RTX) 0.2 $2.2M +14% 28k 77.28
Draftkings Com Cl A (DKNG) 0.1 $2.1M -18% 34k 61.33
Sherwin-Williams Company (SHW) 0.1 $2.1M +138% 2.8k 738.10
C H Robinson Worldwide Com New (CHRW) 0.1 $2.1M +5% 22k 95.41
Franklin Unvl Tr Sh Ben Int (FT) 0.1 $2.0M 273k 7.50
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $2.0M +58% 24k 83.35
Deere & Company (DE) 0.1 $2.0M +7% 5.4k 374.17
Clorox Company (CLX) 0.1 $2.0M +19% 10k 192.91
Thermo Fisher Scientific (TMO) 0.1 $2.0M +3% 4.4k 456.27
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $2.0M -5% 58k 34.06
First Tr Exchange-traded Nasdq Semcndtr (FTXL) 0.1 $2.0M NEW 30k 64.66
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.9M -5% 8.0k 243.03
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $1.9M -9% 43k 44.63
Select Sector Spdr Tr Energy (XLE) 0.1 $1.9M +19% 39k 49.06
Dex (DXCM) 0.1 $1.9M -6% 5.4k 359.37
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.9M -3% 10k 185.27
Intercontinental Exchange (ICE) 0.1 $1.9M +13% 17k 111.66
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.1 $1.9M -53% 51k 36.84
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $1.9M -11% 25k 76.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.8M +5% 22k 84.72
First Tr High Yield Opprt 20 (FTHY) 0.1 $1.8M +123% 92k 19.85
Walgreen Boots Alliance (WBA) 0.1 $1.8M -6% 33k 54.89
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $1.8M -30% 30k 59.96
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.8M 21k 86.24
General Dynamics Corporation (GD) 0.1 $1.8M 9.8k 181.58
MetLife (MET) 0.1 $1.8M +7% 29k 60.79
3M Company (MMM) 0.1 $1.8M -3% 9.1k 192.72
Unilever Spon Adr New (UL) 0.1 $1.7M +26% 31k 55.85
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $1.7M -8% 29k 59.05
Wec Energy Group (WEC) 0.1 $1.7M +15% 18k 93.59
FedEx Corporation (FDX) 0.1 $1.7M 6.0k 284.06
Applied Materials (AMAT) 0.1 $1.7M +39% 13k 133.57
American Elec Pwr Unit 08/01/2021 (AEPPL) 0.1 $1.7M -30% 35k 48.25
Danaher Corporation (DHR) 0.1 $1.7M +59% 7.5k 225.09
BP Sponsored Adr (BP) 0.1 $1.7M +3% 70k 24.35
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $1.7M -8% 33k 51.30
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.7M 14k 118.31
PNC Financial Services (PNC) 0.1 $1.7M +10% 9.4k 175.44
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.1 $1.6M +70% 52k 31.93
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $1.6M +8% 28k 58.98
Ishares Tr Msci Usa Value (VLUE) 0.1 $1.6M 16k 102.49
Cohen & Steers infrastucture Fund (UTF) 0.1 $1.6M -4% 58k 27.94
Public Service Enterprise (PEG) 0.1 $1.6M +27% 26k 60.22
Philip Morris International (PM) 0.1 $1.6M +34% 18k 88.72
Prospect Capital Corporation (PSEC) 0.1 $1.6M 203k 7.67
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.5M +100% 4.00 385750.00
American Electric Power Company (AEP) 0.1 $1.5M -3% 18k 84.69
Automatic Data Processing (ADP) 0.1 $1.5M +4% 8.1k 188.50
BlackRock (BLK) 0.1 $1.5M +11% 2.0k 753.70
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $1.5M +35% 27k 57.12
Kla Corp Com New (KLAC) 0.1 $1.5M +12% 4.6k 330.30
Morgan Stanley Com New (MS) 0.1 $1.5M +11% 20k 77.64
Ishares Tr Tips Bd Etf (TIP) 0.1 $1.5M -34% 12k 125.50
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $1.5M +5% 31k 48.66
First Tr Exchng Traded Fd Vi Ft Cboe Grwt100 (QDEC) 0.1 $1.5M NEW 74k 20.50
Truist Financial Corp equities (TFC) 0.1 $1.5M 26k 58.31
General Motors Company (GM) 0.1 $1.5M +46% 26k 57.45
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $1.5M +47% 16k 89.43
Micron Technology (MU) 0.1 $1.4M 16k 88.23
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.1 $1.4M +6% 50k 28.86
Bce Com New (BCE) 0.1 $1.4M +8% 32k 45.14
Oracle Corporation (ORCL) 0.1 $1.4M +7% 20k 70.17
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $1.4M +36% 22k 65.47
Novartis Sponsored Adr (NVS) 0.1 $1.4M +8% 17k 85.50
Charles River Laboratories (CRL) 0.1 $1.4M -25% 4.9k 289.84
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $1.4M NEW 67k 20.93
Social Capital Hedosopha Hld Shs Cl A (IPOE) 0.1 $1.4M NEW 82k 17.14
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $1.4M +2% 29k 48.96
ConocoPhillips (COP) 0.1 $1.4M -22% 26k 52.96
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.4M 20k 68.33
Capital One Financial (COF) 0.1 $1.4M +42% 11k 127.24
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.1 $1.4M +13% 391k 3.47
Tractor Supply Company (TSCO) 0.1 $1.4M 7.6k 177.12
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.1 $1.3M +6% 28k 47.35
Fs Kkr Capital Corp (FSK) 0.1 $1.3M 67k 19.83
TJX Companies (TJX) 0.1 $1.3M +8% 20k 66.16
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.3M -4% 10k 130.07
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.1 $1.3M +24% 21k 62.32
Constellation Brands Cl A (STZ) 0.1 $1.3M -16% 5.7k 228.00
Amplify Etf Tr Blockchain Ldr (BLOK) 0.1 $1.3M NEW 23k 55.86
Masco Corporation (MAS) 0.1 $1.3M NEW 21k 59.88
PPG Industries (PPG) 0.1 $1.3M +5% 8.5k 150.23
Yum! Brands (YUM) 0.1 $1.3M +4% 12k 108.21
Stone Hbr Emerg Mrkts (EDF) 0.1 $1.3M +2% 151k 8.42
Lululemon Athletica (LULU) 0.1 $1.3M -4% 4.1k 306.80
Cognizant Technology Solutio Cl A (CTSH) 0.1 $1.3M +10% 16k 78.10
General Mills (GIS) 0.1 $1.3M +20% 21k 61.32

Past Filings by Kestra Private Wealth Services

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