Kestra Advisory Services, LLC

CIK

1830819

City

AUSTIN

State / Country

Stock

Top Portfolio Positions

1,465 positions · $11,353,471,383 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	3,156,209	$801,014,282	7.06%
PH	Parker-Hannifin Corp Industrials	603,127	$539,943,415	4.76%
NVDA	Nvidia Corp Technology	3,091,888	$539,225,267	4.75%
QQQ	Invesco Qqq Trust, Series 1	818,509	$472,427,024	4.16%
MSFT	Microsoft Corp Technology	1,061,804	$393,047,986	3.46%
SPY	Spdr S&P 500 ETF Trust	551,533	$358,683,971	3.16%
AMZN	Amazon Com Inc Consumer Cyclical	1,627,419	$338,942,555	2.99%
BRK-B	Berkshire Hathaway Inc Financial Services	487,192	$233,462,406	2.06%
GOOGL	Alphabet Inc. Communication Services	715,285	$205,687,354	1.81%
GLD	Spdr Gold Trust	427,919	$184,129,266	1.62%

23 quarters · across all stocks

19 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$496,156	9,200	0.0%	Shares	Sole	2026-04-30
2025-12-31	$499,560	9,200	0.0%	Shares	Sole	2026-02-13
2025-09-30	$471,592	9,200	0.0%	Shares	Sole	2025-11-14
2025-06-30	$466,072	9,200	0.0%	Shares	Sole	2025-08-15
2025-03-31	$433,780	9,200	0.0%	Shares	Sole	2025-05-14
2024-12-31	$425,868	9,200	0.0%	Shares	Sole	2025-02-10
2024-09-30	$419,428	9,200	0.0%	Shares	Sole	2024-11-13
2024-06-30	$340,308	9,200	0.0%	Shares	Sole	2024-08-14
2024-03-31	$345,000	9,200	0.0%	Shares	Sole	2024-05-15
2023-12-31	$368,920	9,200	0.0%	Shares	Sole	2024-02-14
2023-09-30	$276,092	9,200	0.0%	Shares	Sole	2023-11-13
2023-06-30	$271,308	9,200	0.0%	Shares	Sole	2023-08-11
2023-03-31	$280,692	9,200	0.0%	Shares	Sole	2023-05-12
2022-12-31	$336,260	9,200	0.0%	Shares	Sole	2023-01-31
2022-09-30	$297,252	9,200	0.0%	Shares	Sole	2022-11-01
2022-06-30	$286,948	9,200	0.0%	Shares	Sole	2022-08-12
2022-03-31	$301,852	9,200	0.0%	Shares	Sole	2022-07-20
2021-12-31	$268,364	9,200	0.0%	Shares	Sole	2022-07-25
2021-09-30	$264,132	9,200	—	Shares	Sole	2022-07-25
No 13F history on record for this holder in this stock.