Long-term investor
Kestra Advisory Services, LLC @kestraadvisoryservicesll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001830819).
Record
- Tracked since 2025-06-30 (446 days), 31 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months n/a · 1 year +16.6% · all +16.6%
- Max drawdown n/a · win rate 8% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 2.8% · long · since 2025-06-30
- NVDA · 2.0% · long · since 2025-06-30
- PH · 1.9% · long · since 2025-06-30
- 46090E103 · 1.9% · long · since 2025-06-30
- 464287200 · 1.9% · long · since 2025-06-30
- MSFT · 1.4% · long · since 2025-06-30
- 78462F103 · 1.3% · long · since 2025-06-30
- AMZN · 1.2% · long · since 2025-06-30
- 14020W106 · 1.1% · long · since 2025-06-30
- 922908363 · 1.1% · long · since 2025-06-30
- 922908736 · 1.1% · long · since 2025-06-30
- 02079K107 · 0.9% · long · since 2025-06-30