Kestra Advisory Services, LLC
Top Portfolio Positions
1,464 positions ·
$11,372,917,638 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 USA
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,774,862 | 319,795 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,059,343 | 327,921 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,120,970 | 334,538 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,372,167 | 201,493 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,227,640 | 187,426 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,331,091 | 191,524 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $808,150 | 113,824 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $915,252 | 134,596 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $934,697 | 130,727 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $516,728 | 80,992 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $388,002 | 65,541 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $501,657 | 77,536 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $303,378 | 48,932 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $279,186 | 48,980 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $248,053 | 44,856 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $229,075 | 36,477 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $120,577 | 14,923 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $188,214 | 22,460 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $154,043 | 17,912 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $156,138 | 17,272 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $121,652 | 15,944 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $84,359 | 12,226 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $73,814 | 12,282 | Shares | Sole | 2022-07-29 | |
| No 13F history on record for this holder in this stock. | ||||||