
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
892,418 | +28,038 | $173,102 |
AAPL | 892,418 | +28,038 | $173,102 |
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231,898 | +23,440 | $78,971 |
MSFT | 231,898 | +23,440 | $78,971 |
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492,701 | +71,393 | $64,229 |
AMZN | 492,701 | +71,393 | $64,229 |
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933,583 | +282,939 | $46,978 |
USFR | 933,583 | +282,939 | $46,978 |
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$45,620 | ||
BRK.B | 130,744 | +20,358 | $44,584 |
BRK.A | 2 | UNCH | $1,036 |
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265,035 | +22,315 | $31,725 |
GOOGL | 265,035 | +22,315 | $31,725 |
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69,495 | +8,501 | $30,975 |
IVV | 69,495 | +8,501 | $30,975 |
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70,831 | -1,489 | $29,963 |
NVDA | 70,831 | -1,489 | $29,963 |
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202,210 | +21,433 | $29,409 |
JPM | 202,210 | +21,433 | $29,409 |
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206,959 | +27,184 | $29,409 |
VTV | 206,959 | +27,184 | $29,409 |
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97,453 | +12,718 | $27,575 |
VUG | 97,453 | +12,718 | $27,575 |
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50,256 | +8,184 | $27,057 |
COST | 50,256 | +8,184 | $27,057 |
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100,617 | +15,576 | $23,895 |
V | 100,617 | +15,576 | $23,895 |
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76,645 | +15,471 | $23,809 |
HD | 76,645 | +15,471 | $23,809 |
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240,037 | +55,329 | $23,512 |
AGG | 240,037 | +55,329 | $23,512 |
![]() |
132,152 | +15,076 | $21,874 |
JNJ | 132,152 | +15,076 | $21,874 |
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131,255 | +4,027 | $19,917 |
PG | 131,255 | +4,027 | $19,917 |
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167,308 | +23,090 | $19,306 |
MRK | 167,308 | +23,090 | $19,306 |
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80,359 | -10,033 | $18,910 |
MGK | 80,359 | -10,033 | $18,910 |
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456,997 | +11,095 | $18,321 |
FVD | 456,997 | +11,095 | $18,321 |
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303,513 | -10,165 | $18,032 |
FTSM | 303,513 | -10,165 | $18,032 |
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81,691 | +1,767 | $17,995 |
VTI | 81,691 | +1,767 | $17,995 |
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159,131 | +12,329 | $17,067 |
XOM | 159,131 | +12,329 | $17,067 |
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141,002 | +26,809 | $17,057 |
GOOG | 141,002 | +26,809 | $17,057 |
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38,343 | +3,931 | $16,997 |
SPY | 38,343 | +3,931 | $16,997 |
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45,728 | +8,057 | $16,893 |
QQQ | 45,728 | +8,057 | $16,893 |
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105,558 | +11,486 | $16,610 |
CVX | 105,558 | +11,486 | $16,610 |
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374,065 | +124,670 | $16,522 |
FIXD | 374,065 | +124,670 | $16,522 |
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319,489 | -89,059 | $16,463 |
DGRO | 319,489 | -89,059 | $16,463 |
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40,355 | +1,736 | $16,436 |
VOO | 40,355 | +1,736 | $16,436 |
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104,234 | +6,631 | $16,384 |
WMT | 104,234 | +6,631 | $16,384 |
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241,067 | +35,517 | $16,272 |
IEFA | 241,067 | +35,517 | $16,272 |
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55,530 | +3,467 | $15,936 |
META | 55,530 | +3,467 | $15,936 |
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307,377 | +35,829 | $15,904 |
CSCO | 307,377 | +35,829 | $15,904 |
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209,449 | -14,470 | $15,725 |
FTCS | 209,449 | -14,470 | $15,725 |
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60,065 | +4,730 | $15,706 |
IJH | 60,065 | +4,730 | $15,706 |
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196,935 | +73,293 | $15,412 |
IUSV | 196,935 | +73,293 | $15,412 |
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17,563 | +793 | $15,235 |
AVGO | 17,563 | +793 | $15,235 |
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57,944 | +1,513 | $15,168 |
TSLA | 57,944 | +1,513 | $15,168 |
![]() |
32,583 | +3,362 | $15,001 |
LMT | 32,583 | +3,362 | $15,001 |
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142,605 | +17,757 | $14,680 |
TLT | 142,605 | +17,757 | $14,680 |
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133,122 | +7,816 | $14,231 |
QQEW | 133,122 | +7,816 | $14,231 |
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29,329 | +289 | $14,097 |
UNH | 29,329 | +289 | $14,097 |
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46,902 | +3,864 | $13,996 |
MCD | 46,902 | +3,864 | $13,996 |
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100,006 | +1,371 | $13,474 |
ABBV | 100,006 | +1,371 | $13,474 |
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74,176 | +4,614 | $13,296 |
UPS | 74,176 | +4,614 | $13,296 |
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$13,229 | ||
NEE | 153,379 | +22,832 | $11,381 |
NEE.PRR | 40,800 | +5,850 | $1,848 |
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280,411 | -106,193 | $13,207 |
RDVY | 280,411 | -106,193 | $13,207 |
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381,116 | -7,301 | $12,920 |
XSEP | 381,116 | -7,301 | $12,920 |
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127,989 | +24,652 | $12,538 |
RTX | 127,989 | +24,652 | $12,538 |
See Full List: All Stocks Held By Kestra Private Wealth Services LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Kestra Private Wealth Services LLC
![]() At 06/30/2023: $2,920,615 At 03/31/2023: $2,513,434 Kestra Private Wealth Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kestra Private Wealth Services LLC 13F filings. Link to 13F filings: SEC filings |