Institutional manager
KESTRA PRIVATE WEALTH SERVICES, LLC
Holds positions in 418 of the S&P 500, worth $4.07bn as reported for the quarter ended 31-mar-2026.
Positions held418of 488 index companies covered
Reported value$4.07bnS&P 500 positions only
Top ten weight41%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 418 held. The rest are smaller than every one of these.
Apple Inc.AAPL1.1m$270mInformation TechnologyNvidiaNVDA1.5m$257mInformation TechnologyState Street CorporationSTT2.6m$256mFinancialsAlphabet Inc. (Class A)GOOGL669,568$192mCommunication ServicesAmazonAMZN775,545$162mConsumer DiscretionaryMicrosoftMSFT387,641$143mInformation TechnologyInvescoIVZ222,753$104mFinancialsJPMorgan ChaseJPM345,829$102mFinancialsBerkshire HathawayBRK.B174,343$86mFinancialsCostcoCOST79,754$79mConsumer StaplesBroadcomAVGO231,330$72mInformation TechnologyMeta PlatformsMETA119,715$68mCommunication ServicesTesla, Inc.TSLA177,956$66mConsumer DiscretionaryVisa Inc.V198,162$60mFinancialsWalmartWMT426,647$53mConsumer StaplesPalantir TechnologiesPLTR357,641$52mInformation TechnologyLilly (Eli)LLY54,306$50mHealth CareExxonMobilXOM274,673$47mEnergyChevron CorporationCVX222,204$46mEnergyRTX CorporationRTX208,954$40mIndustrialsAbbVieABBV177,186$39mHealth CareHome Depot (The)HD117,118$39mConsumer DiscretionaryGoldman SachsGS166,623$36mFinancialsMerck & Co.MRK260,145$31mHealth CareMicron TechnologyMU91,948$31mInformation TechnologyNetflixNFLX317,853$31mCommunication ServicesJohnson & JohnsonJNJ123,487$30mHealth CareAmgenAMGN79,323$28mHealth CareLockheed MartinLMT46,016$28mIndustrialsCaterpillar Inc.CAT39,023$28mIndustrialsCiscoCSCO356,101$28mInformation TechnologyNextEra EnergyNEE286,459$27mUtilitiesMorgan StanleyMS151,390$25mFinancialsPepsiCoPEP151,617$24mConsumer StaplesIntuitive SurgicalISRG51,002$24mHealth CareProcter & GamblePG150,097$22mConsumer StaplesPhillips 66PSX118,118$22mEnergyAdvanced Micro DevicesAMD103,018$21mInformation TechnologyIBMIBM85,914$21mInformation TechnologyMcDonald'sMCD66,289$21mConsumer DiscretionaryCrowdStrikeCRWD51,123$20mInformation TechnologyGeneral DynamicsGD57,673$20mIndustrialsCoca-Cola Company (The)KO247,905$19mConsumer StaplesEaton CorporationETN52,345$19mIndustrialsBank of AmericaBAC378,388$18mFinancialsQualcommQCOM142,075$18mInformation TechnologyVerizonVZ343,088$17mCommunication ServicesParker HannifinPH17,615$16mIndustrialsEmerson ElectricEMR119,588$16mIndustrialsGE VernovaGEV17,827$16mIndustrialsAmerican ExpressAXP50,756$15mFinancialsMastercardMA30,687$15mFinancialsOracle CorporationORCL100,579$15mInformation TechnologyPalo Alto NetworksPANW91,496$15mInformation TechnologyAnalog DevicesADI43,393$14mInformation TechnologyArista NetworksANET111,441$14mInformation TechnologyGE AerospaceGE47,788$14mIndustrialsSalesforceCRM70,011$13mInformation TechnologyUnion Pacific CorporationUNP53,172$13mIndustrialsL3HarrisLHX36,960$13mIndustrials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.