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Home > Institutional Investor > Kestra Advisory Services, Llc > Profile

Instuitional Investor - Kestra Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Kestra Advisory Services, Llc
Portfolio Value $12,339,060,436
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 2,243,498 $431,940,760 3.68%
2.
Parker Hannifin Corp
 PH 624,330 $287,628,728 2.45%
3.
Microsoft Corp
 MSFT 697,246 $262,192,145 2.23%
4.
Invesco Qqq Tr
 492,517 $201,695,450 1.72%
5.
Vanguard Index Fds
 434,178 $189,648,818 1.62%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)