Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Kestra Private Wealth Services, Llc > Profile

Instuitional Investor - Kestra Private Wealth Services, Llc

Fund Profile
Filing Period:
Fund Name: Kestra Private Wealth Services, Llc
Portfolio Value $9,370,127,116
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,005,620 $334,891,430 3.57%
2.
Nvidia Corp
 NVDA 1,454,339 $332,142,027 3.54%
3.
Microsoft Corp
 MSFT 385,091 $197,513,129 2.11%
4.
Amazon Com Inc
 AMZN 771,256 $192,158,337 2.05%
5.
Alphabet Inc.
 GOOGL 436,665 $150,247,769 1.6%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.