Kestra Advisory Services, LLC
Top Portfolio Positions
1,462 positions ·
$11,372,240,814 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
3,156,209 | $801,014,282 | 7.04% | |
| PH |
Parker-Hannifin Corp
Industrials
|
603,127 | $539,943,415 | 4.75% | |
| NVDA |
Nvidia Corp
Technology
|
3,091,888 | $539,225,267 | 4.74% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
818,509 | $472,427,024 | 4.15% | |
| MSFT |
Microsoft Corp
Technology
|
1,061,804 | $393,047,986 | 3.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
551,533 | $358,683,971 | 3.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,627,419 | $338,942,555 | 2.98% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
487,192 | $233,462,406 | 2.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
715,285 | $205,687,354 | 1.81% | |
| GLD |
Spdr Gold Trust
|
427,919 | $184,129,266 | 1.62% |
Portfolio Trend
23 quarters · across all stocks
Holdings in OPRA
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,033 | 14,799 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $206,863 | 14,609 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $674,102 | 32,660 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $611,774 | 32,369 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $527,900 | 33,118 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $400,069 | 21,123 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $325,516 | 21,069 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $393,583 | 28,033 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $433,715 | 27,433 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $348,041 | 26,307 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $292,603 | 25,963 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $345,780 | 34,000 | Shares | Sole | 2023-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||