Kestra Private Wealth Services

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$69.61M11.52165,525+2.55%+$1.73M1.57
First Industrial Realty Trust, Inc.
FR
$173.4M0.0229,490+10.8%+$16.9M3.91
QUALCOMM Incorporated
QCOM
$25.85M0.01152,692+1.1%+$281,883.940.58
Costco Wholesale Corporation
COST
$40.27M0.0154,964-6.6%-$2.84M0.91
The Home Depot, Inc.
HD
$33.68M0.0187,810+1.97%+$652,120.440.76
JPMorgan Chase & Co.
JPM
$48.74M0.01243,339+0.77%+$373,559.821.1
Chevron Corporation
CVX
$22.86M0.01144,910+3.92%+$862,682.120.52
Merck & Co., Inc.
MRK
$28.37M0.01214,981-0.25%-$71,252.840.64
AbbVie Inc.
ABBV
$21.24M0.01116,613+0.26%+$55,904.470.48
Visa Inc.
V
$39.78M0.01142,533+4.58%+$1.74M0.9
The Procter & Gamble Company
PG
$22.14M0.01136,453-3.52%-$807,843.730.5
Apple Inc.
AAPL
$167.73M0.01978,146-1%-$1.7M3.78
Salesforce, Inc.
CRM
$18.83M0.0162,530+5.1%+$914,388.040.42
Amazon.com, Inc.
AMZN
$101.05M0.01560,188+1.59%+$1.58M2.28
Johnson & Johnson
JNJ
$19.38M0.01122,484-1.55%-$304,675.140.44
Walmart Inc.
WMT
$22.61M0.01375,747+197.05%+$15M0.51
Broadcom Inc.
AVGO
$24.1M<0.0118,180+2.16%+$510,274.410.54
NVIDIA Corporation
NVDA
$83.63M<0.0192,560+3.47%+$2.81M1.88
Microsoft Corporation
MSFT
$119.17M<0.01283,251+1.38%+$1.62M2.69
UnitedHealth Group Incorporated
UNH
$18.48M<0.0137,366+4.58%+$810,315.740.42
Exxon Mobil Corporation
XOM
$23.21M<0.01199,708+7.69%+$1.66M0.52
Meta Platforms, Inc.
META
$35.08M<0.0172,239+1.64%+$565,217.270.79
Eli Lilly and Company
LLY
$23.81M<0.0130,601+3.83%+$878,325.880.54
Alphabet Inc.
GOOGL
$46.07M<0.01305,222+3.3%+$1.47M1.04
Alphabet Inc.
GOOG
$30.72M<0.01201,737+7.59%+$2.17M0.69
First Trust Rising Dividend Achievers ETF
RDVY
$38.27M<0.01681,304+22.5%+$7.03M0.86
Vanguard Value Index Fund
VTV
$45.84M<0.01281,451+3.51%+$1.56M1.03
Invesco QQQ Trust
QQQ
$38.06M<0.0185,713+14.5%+$4.82M0.86
First Trust TCW Opportunistic Fixed Income ETF
FIXD
$19.72M<0.01452,203+11.55%+$2.04M0.44
Vanguard Total Stock Market Index Fund
VTI
$23.82M<0.0191,651-5.46%-$1.38M0.54
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$19.25M<0.01155,332+0.62%+$118,696.270.43
iShares Core U.S. Aggregate Bond ETF
AGG
$47.84M<0.01488,475+5.3%+$2.41M1.08
iShares Russell Top 200 Growth ETF
IWY
$25.53M<0.01130,838+60.14%+$9.59M0.58
WisdomTree U.S. Quality Dividend Growth Fund
DGRW
$21.77M<0.01285,752+43.45%+$6.59M0.49
Vanguard 500 Index Fund
VOO
$50.3M<0.01104,645+37.26%+$13.66M1.13
iShares Russell 1000 Growth ETF
IWF
$32.34M<0.0195,955+10.79%+$3.15M0.73
Vanguard Developed Markets Index Fund
VEA
$19.54M<0.01389,407+10.12%+$1.8M0.44
iShares Core S&P 500 ETF
IVV
$49.98M<0.0195,070-7.63%-$4.13M1.13
Vanguard Short-Term Corporate Bond Index Fund
VCSH
$31.3M<0.01404,800+12.98%+$3.6M0.71
iShares Core S&P U.S. Value ETF
IUSV
$28.32M<0.01313,082+12.08%+$3.05M0.64
Pacer US Cash Cows 100 ETF
COWZ
$20.32M<0.01349,625+37.56%+$5.55M0.46
iShares Core S&P Mid-Cap ETF
IJH
$21.06M<0.01346,776+352.51%+$16.41M0.48
WisdomTree Floating Rate Treasury Fund
USFR
$43.77M<0.01870,450+8.87%+$3.57M0.99
iShares Core MSCI EAFE ETF
IEFA
$21.76M<0.01293,144-2.66%-$593,760.830.49
First Trust Cboe Vest Fund of Buffer ETFs
BUFR
$35.3M<0.011.26M+113.94%+$18.8M0.8
VanEck Morningstar Wide Moat ETF
MOAT
$18.79M<0.01209,015+93.28%+$9.07M0.42
iShares 20+ Year Treasury Bond ETF
TLT
$21.48M<0.01227,037+5.92%+$1.2M0.48
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$25.45M<0.011.21M+5.78%+$1.39M0.57
SPDR S&P 500 ETF Trust
SPY
$29.07M<0.0155,578+1.76%+$502,666.340.66
Vanguard Growth Index Fund
VUG
$43.61M<0.01126,698+2.06%+$882,181.430.98