Kestra Private Wealth Services, LLC
CIK Number: 0001649451
5.45B
Market Value
1,156
# of Holdings
9 months
Avg. Holding Period
71.32%
Win Rate
42.35%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc | 248.10 | +0.65% | 1.08M | +3.37% | 252.28M | 140.13 | 4.63% | |
| 2 | Nvidia Corporat... | 137.55 | -1.26% | 1.42M | +4.24% | 172.82M | 134.41 | 3.17% | |
| 3 | Amazon Com Inc | 229.01 | -0.54% | 681.09K | +6.23% | 126.96M | 128.88 | 2.33% | |
| 4 | Microsoft Corp | 449.67 | +0.15% | 274.06K | -12.45% | 117.99M | 282.93 | 2.16% | |
| 5 | Berkshire Hatha... | 458.90 | -0.54% | 174.54K | +3.13% | 80.33M | 280.82 | 1.47% |
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