Kestra Private Wealth Services, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-05
Total Holdings
1,503
Total Value
5922732863
Accession Number
0001649451-25-000004
Form Type
13F-HR
CIK
0001649451
Manager Name
Kestra Private Wealth Services, LLC
Data Enrichment
65% identified
982 identified521 unidentified

Holdings

1,503 positions
Manager:
SEC
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464287614
IWF|464287614
Shares:
103710(+4.0%)
Value:
$37.4B(-6.5%)
HOME DEPOT, INC.
HD|437076102
Shares:
101016(+6.1%)
Value:
$37.0B(-0.0%)
Alphabet Inc.
GOOG|02079K107
Shares:
235715(+1.8%)
Value:
$36.8B(-16.5%)
ELI LILLY & Co
LLY|532457108
Shares:
44072(+12.0%)
Value:
$36.4B(+19.8%)
69374H881
69374H881
Shares:
655134(+4.9%)
Value:
$35.9B(+1.7%)
Broadcom Inc.
AVGO|11135F101
Shares:
213655(-0.6%)
Value:
$35.8B(-28.2%)
Walmart Inc.
WMT|931142103
Shares:
387571(+2.3%)
Value:
$34.0B(-0.6%)
Palantir Technologies Inc.
PLTR|69608A108
Shares:
400575(+1.6%)
Value:
$33.8B(+13.3%)
464287663
IUSV|464287663
Shares:
361727(+0.8%)
Value:
$33.4B(+0.5%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
114759(+12.4%)
Value:
$33.1B(+33.8%)
464289438
464289438
Shares:
154832(+1.6%)
Value:
$32.7B(-8.9%)
46432F339
QUAL|46432F339
Shares:
190955(-6.7%)
Value:
$32.6B(-10.5%)
92206C409
92206C409
Shares:
408664(-0.5%)
Value:
$32.3B(+0.7%)
AbbVie Inc.
ABBV|00287Y109
Shares:
153525(+3.7%)
Value:
$32.2B(+22.2%)
46641Q332
46641Q332
Shares:
561244(+14.3%)
Value:
$32.1B(+13.6%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
257573(+6.7%)
Value:
$30.6B(+18.0%)
78464A409
SPYG|78464A409
Shares:
363477(+3.6%)
Value:
$29.2B(-5.3%)
97717X669
97717X669
Shares:
362101(+13.1%)
Value:
$28.9B(+11.6%)
CHEVRON CORP
CVX|166764100
Shares:
164553(+0.1%)
Value:
$27.5B(+15.6%)
46432F842
IEFA|46432F842
Shares:
356713(+8.4%)
Value:
$27.0B(+16.7%)