Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 13 | Q3 2023 | 7.4% |
AMAZON COM INC | 13 | Q3 2023 | 4.0% |
MICROSOFT CORP | 13 | Q3 2023 | 2.7% |
BERKSHIRE HATHAWAY INC DEL | 13 | Q3 2023 | 1.7% |
FIRST TR VALUE LINE DIVID IN | 13 | Q3 2023 | 1.8% |
ALPHABET INC | 13 | Q3 2023 | 1.2% |
COSTCO WHSL CORP NEW | 13 | Q3 2023 | 1.1% |
JPMORGAN CHASE &CO | 13 | Q3 2023 | 1.1% |
ISHARES TR | 13 | Q3 2023 | 1.1% |
META PLATFORMS INC | 13 | Q3 2023 | 1.5% |
View KESTRA PRIVATE WEALTH SERVICES, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR/A | 2022-07-28 |
13F-HR/A | 2022-07-28 |
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.