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Home > Institutional Investor > Kestra Advisory Services, Llc > Profile

Instuitional Investor - Kestra Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Kestra Advisory Services, Llc
Portfolio Value $20,519,359,900
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 1,258 $916,830,400 4.47%
2.
Apple Inc.
 AAPL 2,558,681 $524,964,536 2.56%
3.
Ishares Trust
 IEF 733,125 $455,197,141 2.22%
4.
Nvidia Corp
 NVDA 2,715,857 $429,078,264 2.09%
5.
Parker-Hannifin Corp
 PH 613,081 $428,218,871 2.09%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)