| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 13 | Q3 2023 | 4.2% |
| ISHARES TR | 13 | Q3 2023 | 3.2% |
| MICROSOFT CORP | 13 | Q3 2023 | 2.1% |
| AMAZON COM INC | 13 | Q3 2023 | 2.0% |
| INVESCO QQQ TR | 13 | Q3 2023 | 1.7% |
| VANGUARD INDEX FDS | 13 | Q3 2023 | 1.6% |
| SPDR S&P 500 ETF TR | 13 | Q3 2023 | 1.8% |
| BERKSHIRE HATHAWAY INC DEL | 13 | Q3 2023 | 1.3% |
| ISHARES TR | 13 | Q3 2023 | 1.3% |
| VANGUARD WHITEHALL FDS | 13 | Q3 2023 | 1.2% |
View Kestra Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-12 |
| 13F-HR/A | 2022-07-29 |
| 13F-HR/A | 2022-07-28 |
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.