• 13F History

KESTRA PRIVATE WEALTH SERVICES, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$5.88B
Signature - Title
Stephen Smith - Head of Advisory Compliance
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by KESTRA PRIVATE WEALTH SERVICES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KESTRA PRIVATE WEALTH SERVICES, LLC reported 1410 stock holdings with total value $5.88B as of Q4 2024. Top holdings included AAPL, NVDA, AMZN, MSFT, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,410 $5.88B +$625M -$251M +$374M AAPL, NVDA, AMZN, MSFT, QQQ 13F-HR 1/28/2025, 04:02 PM
Q3 2024 1,367 $5.45B +$565M -$333M +$232M AAPL, NVDA, AMZN, MSFT, BRKB 13F-HR 11/13/2024, 02:55 PM
Q2 2024 1,347 $4.99B +$727M -$154M +$573M AAPL, NVDA, MSFT, AMZN, GOOGL 13F-HR 8/12/2024, 01:01 PM
Q1 2024 1,301 $4.43B +$443M -$184M +$258M AAPL, MSFT, AMZN, NVDA, BRKB 13F-HR 5/2/2024, 12:16 PM
Q4 2023 1,218 $3.92B +$568M -$139M +$429M AAPL, MSFT, AMZN, BRKB, IVV 13F-HR 2/5/2024, 02:52 PM
Q3 2023 1,220 $3.17B +$452M -$87.9M +$364M AAPL, MSFT, AMZN, BRKB, USFR 13F-HR 11/7/2023, 07:04 PM
Q2 2023 1,086 $2.92B +$369M -$80.9M +$288M AAPL, MSFT, AMZN, USFR, BRKB 13F-HR 8/8/2023, 04:57 PM
Q1 2023 1,055 $2.51B +$489M -$37.5M +$451M AAPL, MSFT, AMZN, BRKB, USFR 13F-HR 5/12/2023, 04:38 PM
Q4 2022 896 $1.97B +$297M -$108M +$189M AAPL, MSFT, BRKB, AMZN, JPM 13F-HR 1/31/2023, 04:58 PM
Q3 2022 905 $1.73B +$185M -$53.6M +$132M AAPL, MSFT, AMZN, BRKB, GOOGL 13F-HR 11/14/2022, 10:28 AM
Q2 2022 916 $1.75B +$265M -$111M +$154M AAPL, MSFT, AMZN, BRKB, GOOGL 13F-HR 8/12/2022, 04:11 PM
Q1 2022 977 $2.01B +$169M -$100M +$68.7M AAPL, AMZN, MSFT, BRKB, GOOGL Restatement 7/21/2022, 04:06 PM
Q4 2021 983 $2.08B +$271M -$43.1M +$228M AAPL, AMZN, MSFT, BRKB, META Restatement 7/21/2022, 05:13 PM
Q3 2021 921 $1.79B +$236M -$62.5M +$174M AAPL, AMZN, MSFT, META, BRKB Restatement 7/26/2022, 11:39 AM
Q2 2021 888 $1.64B +$188M -$71M +$117M AAPL, AMZN, MSFT, FVD, META Restatement 7/27/2022, 11:23 AM
Q1 2021 794 $1.44B +$157M -$142M +$15.4M AAPL, AMZN, MSFT, FVD, BRKB Restatement 7/27/2022, 04:18 PM
Q4 2020 737 $1.36B +$199M -$65.1M +$134M AAPL, AMZN, MSFT, FVD, BRKB Restatement 7/28/2022, 03:27 PM
Q3 2020 682 $1.15B AAPL, AMZN, MSFT, FVD, BRKB Restatement 7/28/2022, 04:08 PM