Kestra Private Wealth Services, LLC Portfolio Holdings
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
Kestra Private Wealth Services, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.16 Billion distributed in 1667 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $281M, Apple Inc. with a value of $265M, Microsoft Corp with a value of $181M, Amazon Com Inc with a value of $177M, and Alphabet Inc. with a value of $105M.
Examining the 13F form we can see an increase of $596M in the current position value, from $6.57B to 7.16B.
Below you can find more details about Kestra Private Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$7.16 Billion
ETFs: $3.16 Billion
Technology: $1.3 Billion
Financial Services: $588 Million
Consumer Cyclical: $471 Million
Industrials: $353 Million
Communication Services: $349 Million
Healthcare: $305 Million
Consumer Defensive: $237 Million
Other: $360 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,667
- Current Value $7.16 Billion
- Prior Value $6.57 Billion
- Filing
- Period Q3 2025
- Filing Date November 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 157 stocks
- Additional Purchases 787 stocks
- Sold out of 0 stocks
- Reduced holdings in 643 stocks