KESTRA PRIVATE WEALTH SERVICES, LLC
Top Portfolio Positions
964 positions ·
$4,315,187,892 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,062,035 | $269,533,862 | 6.25% | |
| NVDA |
Nvidia Corp
Technology
|
1,481,992 | $258,459,404 | 5.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
775,545 | $161,522,757 | 3.74% | |
| MSFT |
Microsoft Corp
Technology
|
387,641 | $143,493,068 | 3.33% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
435,688 | $125,286,441 | 2.90% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
179,861 | $103,812,171 | 2.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
345,829 | $101,729,058 | 2.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
125,932 | $81,898,616 | 1.90% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
79,754 | $79,469,278 | 1.84% | |
| AVGO |
Broadcom Inc.
Technology
|
231,330 | $71,598,948 | 1.66% |
Portfolio Trend
Holdings in PGY
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $652,912 | 56,044 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $710,244 | 33,983 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $735,154 | 24,761 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $385,422 | 18,078 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $126,629 | 12,083 | Shares | Sole | 2025-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||