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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 18 of 87  ·  1,726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CLS CELESTICA INC Technology 14,976.0 $4.4M 0.06% NEW $295.61 +15.7%
342 XLE SELECT SECTOR SPDR TR 98,997.0 $4.4M 0.06% NEW $44.71 +36.7%
343 NEM NEWMONT CORP Basic Materials 44,281.0 $4.4M 0.06% NEW $99.85 +5.8%
344 VBK VANGUARD INDEX FDS 14,377.0 $4.3M 0.05% NEW $302.10 +9.9%
345 XLU SELECT SECTOR SPDR TR 101,606.0 $4.3M 0.05% NEW $42.69 +3.9%
346 OC OWENS CORNING NEW Industrials 38,499.0 $4.3M 0.05% NEW $111.91 -2.4%
347 IYW ISHARES TR 21,543.0 $4.3M 0.05% NEW $199.68 +18.0%
348 GARP ISHARES TR 62,392.0 $4.2M 0.05% NEW $68.10 +11.6%
349 CLOI VANECK ETF TRUST 80,284.0 $4.2M 0.05% NEW $52.81 +0.1%
350 HYMB SPDR SERIES TRUST 167,154.0 $4.2M 0.05% NEW $24.94 -1.0%
351 ATO ATMOS ENERGY CORP Utilities 24,689.0 $4.1M 0.05% NEW $167.63 +7.1%
352 SHYG ISHARES TR 95,718.0 $4.1M 0.05% NEW $42.87 -1.6%
353 QGRO AMERICAN CENTY ETF TR 35,543.0 $4.1M 0.05% NEW $114.52 -3.3%
354 COP CONOCOPHILLIPS Energy 43,437.0 $4.1M 0.05% NEW $93.61 +33.9%
355 ITA ISHARES TR 18,733.0 $4.0M 0.05% NEW $214.69 +2.0%
356 SHLD GLOBAL X FDS 61,887.0 $4.0M 0.05% NEW $64.79 -1.2%
357 DECK DECKERS OUTDOOR CORP Consumer Cyclical 38,567.0 $4.0M 0.05% NEW $103.67 -8.3%
358 TLTW ISHARES TR 175,826.0 $4.0M 0.05% NEW $22.67 -4.6%
359 TGT TARGET CORP Consumer Defensive 40,362.0 $3.9M 0.05% NEW $97.75 +29.2%
360 EPD ENTERPRISE PRODS PARTNERS L Energy 122,458.0 $3.9M 0.05% NEW $32.06 +24.4%
Page 18 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%