| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q2 2024 | 7.4% |
| AMAZON COM INC | 16 | Q2 2024 | 4.0% |
| MICROSOFT CORP | 16 | Q2 2024 | 2.8% |
| BERKSHIRE HATHAWAY INC DEL | 16 | Q2 2024 | 1.7% |
| ALPHABET INC | 16 | Q2 2024 | 1.4% |
| NVIDIA CORPORATION | 16 | Q2 2024 | 3.4% |
| JPMORGAN CHASE &CO | 16 | Q2 2024 | 1.1% |
| ISHARES TR | 16 | Q2 2024 | 1.3% |
| COSTCO WHSL CORP NEW | 16 | Q2 2024 | 1.1% |
| FIRST TR VALUE LINE DIVID IN | 16 | Q2 2024 | 1.8% |
View KESTRA PRIVATE WEALTH SERVICES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-07-15 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View KESTRA PRIVATE WEALTH SERVICES, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.