
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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2,062,589 | +67,293 | $400,080 |
AAPL | 2,062,589 | +67,293 | $400,080 |
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583,701 | -13,127 | $227,667 |
PH | 583,701 | -13,127 | $227,667 |
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497,134 | -14,732 | $221,578 |
IVV | 497,134 | -14,732 | $221,578 |
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622,859 | +15,223 | $212,108 |
MSFT | 622,859 | +15,223 | $212,108 |
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377,244 | -18,779 | $167,225 |
SPY | 377,244 | -18,779 | $167,225 |
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440,386 | +24,483 | $162,687 |
QQQ | 440,386 | +24,483 | $162,687 |
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666,013 | +14,664 | $146,709 |
VTI | 666,013 | +14,664 | $146,709 |
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$139,379 | ||
BRK.B | 373,809 | +47,007 | $127,469 |
BRK.A | 23 | -1 | $11,910 |
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958,487 | +20,596 | $124,948 |
AMZN | 958,487 | +20,596 | $124,948 |
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870,250 | -21,759 | $92,307 |
VYM | 870,250 | -21,759 | $92,307 |
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214,006 | -9,323 | $90,529 |
NVDA | 214,006 | -9,323 | $90,529 |
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891,135 | +50,391 | $88,802 |
IJR | 891,135 | +50,391 | $88,802 |
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1,850,266 | -3,688 | $87,148 |
RDVY | 1,850,266 | -3,688 | $87,148 |
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293,125 | +1,640 | $82,943 |
VUG | 293,125 | +1,640 | $82,943 |
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1,097,573 | -103,577 | $79,706 |
SCHD | 1,097,573 | -103,577 | $79,706 |
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1,465,531 | -237,713 | $73,746 |
USFR | 1,465,531 | -237,713 | $73,746 |
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174,435 | +9,629 | $71,044 |
VOO | 174,435 | +9,629 | $71,044 |
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481,557 | -29,833 | $68,429 |
VTV | 481,557 | -29,833 | $68,429 |
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450,182 | +31,113 | $65,474 |
JPM | 450,182 | +31,113 | $65,474 |
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227,088 | -29,709 | $59,379 |
IJH | 227,088 | -29,709 | $59,379 |
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342,650 | +31,325 | $56,715 |
JNJ | 342,650 | +31,325 | $56,715 |
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375,676 | +212,773 | $56,216 |
RSP | 375,676 | +212,773 | $56,216 |
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333,870 | -13,634 | $54,231 |
VIG | 333,870 | -13,634 | $54,231 |
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432,434 | +60,150 | $52,312 |
GOOG | 432,434 | +60,150 | $52,312 |
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428,924 | -24,939 | $51,342 |
GOOGL | 428,924 | -24,939 | $51,342 |
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472,749 | +64,156 | $50,702 |
XOM | 472,749 | +64,156 | $50,702 |
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1,247,132 | +501 | $49,998 |
FVD | 1,247,132 | +501 | $49,998 |
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309,828 | +98,270 | $49,941 |
IVE | 309,828 | +98,270 | $49,941 |
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856,211 | -191,354 | $48,016 |
VXUS | 856,211 | -191,354 | $48,016 |
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753,142 | +1,921 | $47,305 |
SPLV | 753,142 | +1,921 | $47,305 |
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337,026 | +41,499 | $45,408 |
ABBV | 337,026 | +41,499 | $45,408 |
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748,084 | -672,323 | $44,444 |
FTSM | 748,084 | -672,323 | $44,444 |
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291,948 | +13,746 | $44,300 |
PG | 291,948 | +13,746 | $44,300 |
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168,765 | +25,636 | $44,178 |
TSLA | 168,765 | +25,636 | $44,178 |
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90,247 | -592 | $43,376 |
UNH | 90,247 | -592 | $43,376 |
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252,299 | +11,932 | $41,289 |
PRF | 252,299 | +11,932 | $41,289 |
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861,277 | -266,267 | $41,229 |
COWZ | 861,277 | -266,267 | $41,229 |
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546,020 | -245,389 | $40,995 |
FTCS | 546,020 | -245,389 | $40,995 |
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564,127 | +74,344 | $40,899 |
EFA | 564,127 | +74,344 | $40,899 |
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536,123 | +44,418 | $40,515 |
BSV | 536,123 | +44,418 | $40,515 |
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249,848 | +14,997 | $39,314 |
CVX | 249,848 | +14,997 | $39,314 |
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141,632 | +7,370 | $38,974 |
IWF | 141,632 | +7,370 | $38,974 |
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223,686 | +29,438 | $38,890 |
XLK | 223,686 | +29,438 | $38,890 |
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823,880 | +507,899 | $37,462 |
IUSB | 823,880 | +507,899 | $37,462 |
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182,948 | +5,131 | $36,387 |
VB | 182,948 | +5,131 | $36,387 |
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116,153 | +5,365 | $36,082 |
HD | 116,153 | +5,365 | $36,082 |
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471,575 | -44,989 | $35,345 |
SCHG | 471,575 | -44,989 | $35,345 |
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1,280,561 | +1,322 | $34,767 |
DFAC | 1,280,561 | +1,322 | $34,767 |
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922,527 | +92,857 | $34,309 |
VZ | 922,527 | +92,857 | $34,309 |
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350,319 | -110,716 | $34,142 |
ESGU | 350,319 | -110,716 | $34,142 |
See Full List: All Stocks Held By Kestra Advisory Services LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Kestra Advisory Services LLC
![]() At 06/30/2023: $9,987,470 At 03/31/2023: $9,224,831 Kestra Advisory Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kestra Advisory Services LLC 13F filings. Link to 13F filings: SEC filings |