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Portfolio (Quarterly) Guide ↗

KESTRA PRIVATE WEALTH SERVICES, LLC

· CIK 0001649451
13F Portfolio $8.1B AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1726 New
Page 44 of 87  ·  1,726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CWB SPDR SERIES TRUST 9,900.0 $883K 0.01% NEW $89.20 +18.1%
862 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 9,006.0 $882K 0.01% NEW $97.90 +11.4%
863 SMCI SUPER MICRO COMPUTER INC Technology 30,074.0 $880K 0.01% NEW $29.27 +14.3%
864 MKC MCCORMICK & CO INC Consumer Defensive 12,922.0 $880K 0.01% NEW $68.11 -31.1%
865 TRP TC ENERGY CORP Energy 15,953.0 $878K 0.01% NEW $55.01 +27.4%
866 XOP SPDR SERIES TRUST 6,940.0 $876K 0.01% NEW $126.25 +35.2%
867 EIX EDISON INTL Utilities 14,573.0 $875K 0.01% NEW $60.02 +17.2%
868 VTS VITESSE ENERGY INC Energy 45,118.0 $869K 0.01% NEW $19.26 -4.7%
869 FORTINET INC 10,929.0 $868K 0.01% NEW $79.41
870 FOCT FIRST TR EXCHNG TRADED FD VI 17,618.0 $863K 0.01% NEW $48.99 +5.7%
871 TD TORONTO DOMINION BK ONT Financial Services 9,130.0 $860K 0.01% NEW $94.20 +16.3%
872 IMTM ISHARES TR 17,907.0 $859K 0.01% NEW $47.97 +10.0%
873 FJAN FIRST TR EXCHNG TRADED FD VI 16,555.0 $857K 0.01% NEW $51.75 +5.6%
874 SOLV SOLVENTUM CORP Healthcare 10,809.0 $857K 0.01% NEW $79.24 -3.9%
875 STAG STAG INDL INC Real Estate 23,292.0 $856K 0.01% NEW $36.76 +4.2%
876 REIT ALPS ETF TR 32,572.0 $856K 0.01% NEW $26.27 +14.2%
877 MEDP MEDPACE HLDGS INC Healthcare 1,523.0 $855K 0.01% NEW $561.65 -23.4%
878 SMR NUSCALE PWR CORP Utilities 60,039.0 $851K 0.01% NEW $14.17 -26.7%
879 CDX SIMPLIFY EXCHANGE TRADED FUN 38,161.0 $850K 0.01% NEW $22.27 -4.0%
880 NET CLOUDFLARE INC Technology 4,294.0 $847K 0.01% NEW $197.15 +7.9%
Page 44 of 87  ·  1,726 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.6%
Financial Services 19.5%
Consumer Cyclical 10.5%
Communication Services 8.8%
Industrials 8.5%
Healthcare 7.8%
Consumer Defensive 5.4%
Energy 3.7%
Utilities 2.2%
Real Estate 1.7%