KESTRA PRIVATE WEALTH SERVICES, LLC
Top Portfolio Positions
966 positions ·
$4,399,094,598 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,062,035 | $269,533,862 | 6.13% | |
| NVDA |
Nvidia Corp
Technology
|
1,481,992 | $258,459,404 | 5.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
775,545 | $161,522,757 | 3.67% | |
| MSFT |
Microsoft Corp
Technology
|
387,641 | $143,493,068 | 3.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
435,688 | $125,286,441 | 2.85% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
179,861 | $103,812,171 | 2.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
345,829 | $101,729,058 | 2.31% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
174,339 | $83,543,248 | 1.90% | |
| SPY |
Spdr S&P 500 ETF Trust
|
125,932 | $81,898,616 | 1.86% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
79,754 | $79,469,278 | 1.81% |
Portfolio Trend
23 quarters · across all stocks
Holdings in USA
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,004,516 | 180,994 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,068,102 | 170,080 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,077,039 | 169,880 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,024,632 | 150,460 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,012,741 | 154,617 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,043,334 | 150,120 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,087,322 | 153,144 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,166,043 | 171,477 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,210,952 | 169,364 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,057,918 | 165,818 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $954,262 | 161,193 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $982,915 | 151,919 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $915,188 | 147,611 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $806,453 | 141,483 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $758,008 | 137,072 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $809,535 | 128,907 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $924,683 | 114,441 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $990,985 | 118,256 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $613,171 | 71,299 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $637,229 | 70,490 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $532,078 | 69,735 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $505,638 | 73,281 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $442,432 | 73,616 | Shares | Sole | 2022-07-28 | |
| No 13F history on record for this holder in this stock. | ||||||