Kestra Advisory Services, LLC

CIK
0001830819
City
AUSTIN
State / Country
TX

Top Portfolio Positions

2,054 positions · $10,305,180,689 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
2,835,376 $770,825,319 7.48%
NVDA
Nvidia Corp
Technology
2,966,924 $553,331,326 5.37%
PH
Parker-Hannifin Corp
Industrials
619,041 $544,112,277 5.28%
MSFT
Microsoft Corp
Technology
971,165 $469,674,817 4.56%
QQQ
Invesco Qqq Trust, Series 1
678,225 $416,640,399 4.04%
SPY
Spdr S&P 500 Etf Trust
528,777 $360,583,611 3.50%
AMZN
Amazon Com Inc
Consumer Cyclical
1,469,897 $339,281,625 3.29%
GOOGL
Alphabet Inc.
Communication Services
726,895 $227,518,135 2.21%
JPM
Jpmorgan Chase & Co
Financial Services
540,771 $174,247,231 1.69%
GLD
Spdr Gold Trust
381,799 $151,310,761 1.47%

Portfolio Trend

22 quarters · across all stocks

Holdings in DLY

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Shares Held

Position Value (USD)

3 of 3 shown
Report Date Value (USD) Shares
2025-12-31 $268,233 18,448
2025-09-30 $274,848 18,226
2025-03-31 $109,834 6,822