Long-term investor
Kestra Private Wealth Services, LLC @kestraprivatewealthservi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001649451).
Record
- Tracked since 2025-06-30 (449 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +12.2% · 1 year n/a · all +3.8%
- Max drawdown n/a · win rate 48% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.2% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- GOOGL · 1.7% · long · since 2025-06-30
- MSFT · 1.6% · long · since 2025-06-30
- 46090E103 · 1.4% · long · since 2025-06-30
- JPM · 1.2% · long · since 2025-06-30
- MU · 1.1% · long · since 2025-06-30
- 922908744 · 1.0% · long · since 2025-06-30
- 922908736 · 1.0% · long · since 2025-06-30
- 78462F103 · 1.0% · long · since 2025-06-30
- 464287200 · 0.9% · long · since 2025-06-30