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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 $20,663,398,875
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 4,555 $3,636,901,488 17.6%
2.
Apple Inc.
 AAPL 2,404,075 $534,017,180 2.58%
3.
Parker-Hannifin Corp
 PH 604,387 $367,376,638 1.78%
4.
Ishares Trust
 IEF 628,358 $353,074,360 1.71%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 587,897 $302,126,147 1.46%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)