KESTRA PRIVATE WEALTH SERVICES, LLC
CIK
1649451
City
AUSTIN
State / Country
TX
Top Portfolio Positions
966 positions ·
$4,384,245,100 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,062,035 | $269,533,862 | 6.15% | |
| NVDA |
Nvidia Corp
Technology
|
1,481,992 | $258,459,404 | 5.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
775,545 | $161,522,757 | 3.68% | |
| MSFT |
Microsoft Corp
Technology
|
387,641 | $143,493,068 | 3.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
435,688 | $125,286,441 | 2.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
179,861 | $103,812,171 | 2.37% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
345,829 | $101,729,058 | 2.32% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
174,339 | $83,543,248 | 1.91% | |
| SPY |
Spdr S&P 500 ETF Trust
|
125,932 | $81,898,616 | 1.87% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
79,754 | $79,469,278 | 1.81% |
Portfolio Trend
23 quarters · across all stocks
Holdings in FTHY
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $661,698 | 48,906 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $698,941 | 49,676 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $713,125 | 49,215 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $798,662 | 53,782 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $886,536 | 61,352 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $713,053 | 49,244 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,106,073 | 73,153 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,193,758 | 83,363 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,282,398 | 88,198 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,259,787 | 90,437 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,225,093 | 91,974 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $292,345 | 21,308 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $507,850 | 36,379 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $965,356 | 71,614 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,328,748 | 98,645 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,376,107 | 94,708 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,643,382 | 94,393 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $1,938,572 | 95,874 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $1,970,210 | 95,874 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $1,972,398 | 98,374 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $1,828,383 | 92,110 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $838,200 | 41,250 | Shares | Sole | 2022-07-28 | |
| No 13F history on record for this holder in this stock. | ||||||