Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 16 | Q2 2024 | 4.2% |
ISHARES TR | 16 | Q2 2024 | 3.2% |
MICROSOFT CORP | 16 | Q2 2024 | 2.2% |
INVESCO QQQ TR | 16 | Q2 2024 | 1.7% |
AMAZON COM INC | 16 | Q2 2024 | 2.0% |
VANGUARD INDEX FDS | 16 | Q2 2024 | 1.6% |
SPDR S&P 500 ETF TR | 16 | Q2 2024 | 1.8% |
BERKSHIRE HATHAWAY INC DEL | 16 | Q2 2024 | 1.3% |
ISHARES TR | 16 | Q2 2024 | 1.3% |
VANGUARD WHITEHALL FDS | 16 | Q2 2024 | 1.2% |
View Kestra Advisory Services, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-14 |
N-PX | 2024-07-15 |
13F-HR | 2024-05-15 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-12 |
13F-HR | 2023-01-31 |
13F-HR/A | 2022-11-01 |
13F-HR | 2022-11-01 |
View Kestra Advisory 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.