KESTRA PRIVATE WEALTH SERVICES, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Austin, TX
CIK
0001649451
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 1,219 3,919,018 AAPL, MSFT, AMZN, BRK-B 13F-HR 2/5/2024 000164945124000004
Q3 2023 1,168 3,180,784 AAPL, MSFT, AMZN, BRK-B 13F-HR 11/7/2023 000164945123000006
Q2 2023 1,086 2,920,617 AAPL, MSFT, AMZN, USFR 13F-HR 8/8/2023 000164945123000004
Q1 2023 1,057 2,513,442 AAPL, MSFT, AMZN, BRK-B 13F-HR 5/12/2023 000164945123000003
Q4 2022 896 1,973,528 AAPL, MSFT, BRK-B, AMZN 13F-HR 1/31/2023 000164945123000002
Q3 2022 905 1,727,613 AAPL, MSFT, AMZN, BRK-B 13F-HR 11/14/2022 000164945122000017
Q2 2022 918 1,752,331 AAPL, MSFT, AMZN, BRK-B 13F-HR 8/12/2022 000164945122000016
Q1 2022 977 2,016,291 AAPL, AMZN, MSFT, BRK-B RESTATEMENT 7/21/2022 000164945122000008
Q4 2021 985 2,089,713 AAPL, AMZN, MSFT, BRK-B RESTATEMENT 7/21/2022 000164945122000009
Q3 2021 921 1,792,004 AAPL, AMZN, MSFT, META RESTATEMENT 7/26/2022 000164945122000010
Q2 2021 888 1,644,149 AAPL, AMZN, MSFT, FVD RESTATEMENT 7/27/2022 000183081922000009
Q1 2021 794 1,435,420 AAPL, AMZN, MSFT, FVD RESTATEMENT 7/27/2022 000164945122000011
Q4 2020 737 1,357,679 AAPL, AMZN, MSFT, FVD RESTATEMENT 7/28/2022 000164945122000012
Q3 2020 684 1,152,340 AAPL, AMZN, MSFT, FVD RESTATEMENT 7/28/2022 000164945122000013
Additional filings from Kestra Private Wealth Services, LLC that have since been restated