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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.9B
$2.68 Million 0.04% of portfolio
15,048
Q3 2025 Added 23.8%
$64.9B
$2.94 Million 0.04% of portfolio
94,311
Q3 2025 Added 9.59%
$73.7B
$2.76 Million 0.04% of portfolio
32,833
Q3 2025 Added 50.53%
$87.8B
$3.21 Million 0.04% of portfolio
6,729
Q3 2025 Reduced 1.06%
$0
$3.02 Million 0.04% of portfolio
97,338
Q3 2025 Added 1.96%
$283B
$2.73 Million 0.04% of portfolio
21,316
Q3 2025 Reduced 19.8%
$31.5B
$3.19 Million 0.04% of portfolio
43,751
Q3 2025 Reduced 9.35%
$0
$2.55 Million 0.04% of portfolio
64,412
Q3 2025 Added 2.45%
$102B
$2.83 Million 0.04% of portfolio
19,731
Q3 2025 Reduced 21.49%
$52.4B
$2.87 Million 0.04% of portfolio
83,389
Q3 2025 Reduced 12.33%
$0
$2.57 Million 0.04% of portfolio
10,745
Q3 2025 Reduced 4.72%
$270B
$2.56 Million 0.04% of portfolio
35,828
Q3 2025 Reduced 2.02%
$11.6B
$3.04 Million 0.04% of portfolio
28,008
Q3 2025 Added 3.71%
$0
$2.81 Million 0.04% of portfolio
4,718
Q3 2025 Added 12.36%
$0
$2.66 Million 0.04% of portfolio
87,904
Q3 2025 Reduced 0.51%
$0
$3.18 Million 0.04% of portfolio
102,969
Q3 2025 Added 1.61%
$3.5B
$2.96 Million 0.04% of portfolio
57,352
Q3 2025 Added 3.08%
$0
$2.65 Million 0.04% of portfolio
12,672
Q3 2025 Added 8.59%
$0
$3.22 Million 0.04% of portfolio
24,557
Q3 2025 Added 24.86%
$0
$2.64 Million 0.04% of portfolio
10,806
Q3 2025 Added 0.16%
$72.7B
$2.97 Million 0.04% of portfolio
15,183
Q3 2025 Added 88.05%
$0
$2.05 Million 0.03% of portfolio
59,771
Q3 2025 Added 2.33%
$0
$2.12 Million 0.03% of portfolio
56,771
Q3 2025 Added 1.47%
$46.9B
$2.13 Million 0.03% of portfolio
17,549
Q3 2025 Reduced 16.01%
$0
$1.9 Million 0.03% of portfolio
40,399
Q3 2025 Reduced 2.2%
$0
$2.19 Million 0.03% of portfolio
61,568
Q3 2025 Reduced 4.31%
$0
$1.8 Million 0.03% of portfolio
23,921
Q3 2025 Added 6.77%
$23.9B
$1.98 Million 0.03% of portfolio
14,213
Q3 2025 Reduced 7.41%
$8.69B
$2.04 Million 0.03% of portfolio
104,893
Q3 2025 Added 55.81%
$0
$2.03 Million 0.03% of portfolio
99,542
Q3 2025 Added 4.5%
$277B
$2.08 Million 0.03% of portfolio
27,121
Q3 2025 Reduced 2.78%
$53.1B
$2 Million 0.03% of portfolio
8,155
Q3 2025 Reduced 7.78%
$26.9B
$2.2 Million 0.03% of portfolio
5,834
Q3 2025 Reduced 14.47%
$53.8B
$1.85 Million 0.03% of portfolio
7,890
Q3 2025 Reduced 5.54%
$5.53B
$2.09 Million 0.03% of portfolio
171,289
Q3 2025 Reduced 0.94%
$100B
$1.96 Million 0.03% of portfolio
7,251
Q3 2025 Reduced 4.48%
$0
$1.98 Million 0.03% of portfolio
79,838
Q3 2025 Added 1.11%
$0
$2.14 Million 0.03% of portfolio
103,391
Q3 2025 Added 37.41%
$20.8B
$2.47 Million 0.03% of portfolio
18,354
Q3 2025 Reduced 9.73%
$47.4B
$2.16 Million 0.03% of portfolio
32,002
Q3 2025 Reduced 5.08%
$21.2B
$1.79 Million 0.03% of portfolio
12,313
Q3 2025 Reduced 30.72%
$65.2B
$1.93 Million 0.03% of portfolio
4,564
Q3 2025 Added 12.94%
$2.2B
$2.39 Million 0.03% of portfolio
23,559
Q3 2025 Added 23.44%
$45.5B
$2.49 Million 0.03% of portfolio
14,405
Q3 2025 Reduced 11.03%
$0
$1.92 Million 0.03% of portfolio
49,741
Q3 2025 Added 0.57%
$0
$2.07 Million 0.03% of portfolio
65,493
Q3 2025 Reduced 18.52%
$73.7B
$1.85 Million 0.03% of portfolio
6,755
Q3 2025 Reduced 0.34%
$78.2B
$2.51 Million 0.03% of portfolio
7,753
Q3 2025 Added 4.16%
$19.3B
$2.03 Million 0.03% of portfolio
21,809
Q3 2025 Added 2.66%

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
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