HoldingsChannel.com
Kestra Private Wealth Services LLC Top Holdings
As of  06/30/2023, below is a summary of the Kestra Private Wealth Services LLC top holdings by largest position size, as per the latest 13f filing made by Kestra Private Wealth Services LLC. In the Kestra Private Wealth Services LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Kestra Private Wealth Services LLC in that top holding, then the share count change between reporting periods, and finally the Kestra Private Wealth Services LLC top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
APPLE INC 892,418 +28,038 $173,102
     AAPL892,418+28,038$173,102
MICROSOFT CORP 231,898 +23,440 $78,971
     MSFT231,898+23,440$78,971
AMAZON COM INC 492,701 +71,393 $64,229
     AMZN492,701+71,393$64,229
WISDOMTREE TR 933,583 +282,939 $46,978
     USFR933,583+282,939$46,978
BERKSHIRE HATHAWAY INC DEL      $45,620
     BRK.B130,744+20,358$44,584
     BRK.A2UNCH$1,036
ALPHABET INC 265,035 +22,315 $31,725
     GOOGL265,035+22,315$31,725
ISHARES TR (IVV) 69,495 +8,501 $30,975
     IVV69,495+8,501$30,975
NVIDIA CORPORATION 70,831 -1,489 $29,963
     NVDA70,831-1,489$29,963
JPMORGAN CHASE &CO 202,210 +21,433 $29,409
     JPM202,210+21,433$29,409
VANGUARD INDEX FDS (VTV) 206,959 +27,184 $29,409
     VTV206,959+27,184$29,409
VANGUARD INDEX FDS (VUG) 97,453 +12,718 $27,575
     VUG97,453+12,718$27,575
COSTCO WHSL CORP NEW 50,256 +8,184 $27,057
     COST50,256+8,184$27,057
VISA INC 100,617 +15,576 $23,895
     V100,617+15,576$23,895
HOME DEPOT INC 76,645 +15,471 $23,809
     HD76,645+15,471$23,809
ISHARES TR (AGG) 240,037 +55,329 $23,512
     AGG240,037+55,329$23,512
JOHNSON &JOHNSON 132,152 +15,076 $21,874
     JNJ132,152+15,076$21,874
PROCTER AND GAMBLE CO 131,255 +4,027 $19,917
     PG131,255+4,027$19,917
MERCK &CO INC 167,308 +23,090 $19,306
     MRK167,308+23,090$19,306
VANGUARD WORLD FD (MGK) 80,359 -10,033 $18,910
     MGK80,359-10,033$18,910
FIRST TR VALUE LINE DIVID IN (FVD) 456,997 +11,095 $18,321
     FVD456,997+11,095$18,321
FIRST TR EXCHANGE TRADED FD (FTSM) 303,513 -10,165 $18,032
     FTSM303,513-10,165$18,032
VANGUARD INDEX FDS (VTI) 81,691 +1,767 $17,995
     VTI81,691+1,767$17,995
EXXON MOBIL CORP 159,131 +12,329 $17,067
     XOM159,131+12,329$17,067
ALPHABET INC 141,002 +26,809 $17,057
     GOOG141,002+26,809$17,057
SPDR S&P 500 ETF TR (SPY) 38,343 +3,931 $16,997
     SPY38,343+3,931$16,997
INVESCO QQQ TR 45,728 +8,057 $16,893
     QQQ45,728+8,057$16,893
CHEVRON CORP NEW 105,558 +11,486 $16,610
     CVX105,558+11,486$16,610
FIRST TR EXCHNG TRADED FD VI (FIXD) 374,065 +124,670 $16,522
     FIXD374,065+124,670$16,522
ISHARES TR (DGRO) 319,489 -89,059 $16,463
     DGRO319,489-89,059$16,463
VANGUARD INDEX FDS (VOO) 40,355 +1,736 $16,436
     VOO40,355+1,736$16,436
WALMART INC 104,234 +6,631 $16,384
     WMT104,234+6,631$16,384
ISHARES TR (IEFA) 241,067 +35,517 $16,272
     IEFA241,067+35,517$16,272
META PLATFORMS INC 55,530 +3,467 $15,936
     META55,530+3,467$15,936
CISCO SYS INC 307,377 +35,829 $15,904
     CSCO307,377+35,829$15,904
FIRST TR EXCHANGE TRADED FD (FTCS) 209,449 -14,470 $15,725
     FTCS209,449-14,470$15,725
ISHARES TR (IJH) 60,065 +4,730 $15,706
     IJH60,065+4,730$15,706
ISHARES TR (IUSV) 196,935 +73,293 $15,412
     IUSV196,935+73,293$15,412
BROADCOM INC 17,563 +793 $15,235
     AVGO17,563+793$15,235
TESLA INC 57,944 +1,513 $15,168
     TSLA57,944+1,513$15,168
LOCKHEED MARTIN CORP 32,583 +3,362 $15,001
     LMT32,583+3,362$15,001
ISHARES TR (TLT) 142,605 +17,757 $14,680
     TLT142,605+17,757$14,680
FIRST TR NAS100 EQ WEIGHTED (QQEW) 133,122 +7,816 $14,231
     QQEW133,122+7,816$14,231
UNITEDHEALTH GROUP INC 29,329 +289 $14,097
     UNH29,329+289$14,097
MCDONALDS CORP 46,902 +3,864 $13,996
     MCD46,902+3,864$13,996
ABBVIE INC 100,006 +1,371 $13,474
     ABBV100,006+1,371$13,474
UNITED PARCEL SERVICE INC 74,176 +4,614 $13,296
     UPS74,176+4,614$13,296
NEXTERA ENERGY INC      $13,229
     NEE153,379+22,832$11,381
     NEE.PRR40,800+5,850$1,848
FIRST TR EXCHANGE TRADED FD (RDVY) 280,411 -106,193 $13,207
     RDVY280,411-106,193$13,207
FIRST TR EXCHNG TRADED FD VI (XSEP) 381,116 -7,301 $12,920
     XSEP381,116-7,301$12,920
RAYTHEON TECHNOLOGIES CORP 127,989 +24,652 $12,538
     RTX127,989+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

Size ($ in 1000's)
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

Kestra Private Wealth Services LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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