Fund HoldingsKESTRA PRIVATE WEALTH SERVICES, LLC

Total Portfolio Value
$8.06B
Total Bought
$3.53B
Total Sold
$3.16B
Net Transaction
+$364.89M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
INVESCO QQQ TR0170,152+170,1520104,5261.30%+104,526
JPMORGAN CHASE & CO.(JPM)0315,624+315,6240101,7001.26%+101,700
META PLATFORMS INC(META)0128,995+128,995085,1481.06%+85,148
SPDR S&P 500 ETF TR(SPY)0112,418+112,418076,6600.95%+76,660
ISHARES TR0105,833+105,833072,4890.90%+72,489
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
01,968,773+1,968,773067,4500.84%+67,450
ISHARES TR0621,290+621,290062,0540.77%+62,054
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
0881,129+881,129061,2120.76%+61,212
ISHARES TR0104,269+104,269049,3510.61%+49,351
ISHARES TR0164,867+164,867045,6580.57%+45,658
SPDR SERIES TRUST
ST STR P500GRW
0400,791+400,791042,7640.53%+42,764
SPDR GOLD TR(GLD)0106,866+106,866042,3520.53%+42,352
ISHARES TR0189,623+189,623039,8850.49%+39,885
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0657,514+657,514037,6360.47%+37,636
RTX CORPORATION(RTX)0205,010+205,010037,5990.47%+37,599
MORGAN STANLEY ETF TRUST
EATO VAN MTG ETF
0714,503+714,503036,2500.45%+36,250
ISHARES TR
CORE MSCI EAFE
0396,467+396,467035,4680.44%+35,468
ISHARES TR0340,869+340,869034,9530.43%+34,953
EXXON MOBIL CORP0287,184+287,184034,5600.43%+34,560
ALPHABET INC(GOOG)432,313441,100+8,787105,095138,0641.71%+32,969
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0737,930+737,930032,2030.40%+32,203
ISHARES TR0250,540+250,540030,8820.38%+30,882
MFS ACTIVE EXCHANGE TRADED F
INTERNATINL ETF
01,005,457+1,005,457030,6160.38%+30,616
PACER FDS TR
US CASH COWS 100
0503,696+503,696030,3070.38%+30,307
INTUITIVE SURGICAL INC0106,747+106,747029,8550.37%+29,855
GOLDMAN SACHS GROUP INC(GS)032,708+32,708028,7500.36%+28,750
MERCK & CO INC(MRK)0256,402+256,402026,9890.33%+26,989
CROWDSTRIKE HLDGS INC(CRWD)055,265+55,265025,9060.32%+25,906
PGIM ETF TR
AAA CLO ETF
0501,731+501,731025,7190.32%+25,719
ISHARES TR0288,894+288,894025,1800.31%+25,180
ISHARES TR0381,272+381,272025,1640.31%+25,164
JANUS DETROIT STR TR
HENDRSON AAA CL
0483,882+483,882024,4750.30%+24,475
NEXTERA ENERGY INC(NEE)0282,804+282,804022,7040.28%+22,704
ISHARES TR
MSCI USA QLT FCT
0108,164+108,164021,4840.27%+21,484
ISHARES TR062,574+62,574021,4610.27%+21,461
ISHARES TR0299,946+299,946021,4190.27%+21,419
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
083,370+83,370021,0860.26%+21,086
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
0473,869+473,869021,0730.26%+21,073
ISHARES TR096,200+96,200020,4010.25%+20,401
ISHARES TR0147,839+147,839020,2450.25%+20,245
ISHARES TR0138,390+138,390019,5350.24%+19,535
ISHARES TR0169,657+169,657019,2930.24%+19,293
APPLE INC(AAPL)1,039,4461,043,828+4,382264,674283,7753.52%+19,101
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
0376,414+376,414018,8170.23%+18,817
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0715,210+715,210018,0020.22%+18,002
MASTERCARD INCORPORATED(MA)030,951+30,951017,6690.22%+17,669
SPDR SERIES TRUST
ST STR P500VAL
0306,778+306,778017,4280.22%+17,428
SPDR SERIES TRUST
ST STR BLO 1 ETF
0186,186+186,186017,0140.21%+17,014
CAPITAL GROUP CORE BALANCED
SHS
0479,872+479,872016,9540.21%+16,954
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
0433,476+433,476016,8580.21%+16,858
ISHARES TR0181,839+181,839016,7040.21%+16,704
FIRST TR EXCHANGE-TRADED FD
SHS
0361,535+361,535016,6600.21%+16,660
ELI LILLY & CO(LLY)051,525+51,525055,3730.69%+55,373
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
0222,254+222,254015,8800.20%+15,880
ALPHABET INC(GOOG)239,721236,514-3,20758,38474,2180.92%+15,834
ISHARES TR0138,105+138,105015,7330.20%+15,733
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
0552,791+552,791015,6110.19%+15,611
COLUMBIA ETF TR I
RESH ENHNC COR
0378,698+378,698015,4660.19%+15,466
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
0285,316+285,316015,4270.19%+15,427
ISHARES TR
CORE DIV GRWTH
0214,989+214,989014,9250.19%+14,925
CAPITAL GRP FIXED INCM ETF T
SHORT DURATION
0571,804+571,804014,8730.18%+14,873
ISHARES TR0148,046+148,046014,8610.18%+14,861
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
0556,321+556,321014,7590.18%+14,759
FIRST TR EXCHANGE-TRADED FD
WTR ETF
0134,599+134,599014,6230.18%+14,623
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
0385,236+385,236014,5890.18%+14,589
ISHARES TR091,309+91,309013,5770.17%+13,577
RBB FD INC
F/M US TREASURY
0269,250+269,250013,4300.17%+13,430
ISHARES TR053,499+53,499013,1690.16%+13,169
SELECT SECTOR SPDR TR
ST STR TECHN ETF
086,151+86,151012,4030.15%+12,403
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
0213,117+213,117012,3860.15%+12,386
ISHARES TR0115,172+115,172012,3360.15%+12,336
MICRON TECHNOLOGY INC(MU)88,63094,775+6,14514,83027,0500.34%+12,220
ISHARES TR0101,204+101,204012,1630.15%+12,163
INTERCONTINENTAL EXCHANGE IN(ICE)074,531+74,531012,0710.15%+12,071
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
0430,423+430,423011,7850.15%+11,785
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
0302,001+302,001011,5730.14%+11,573
FIRST TR EXCH TRADED FD III0626,213+626,213011,4100.14%+11,410
ISHARES TR079,540+79,540011,2190.14%+11,219
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
0566,822+566,822011,0960.14%+11,096
ISHARES TR065,209+65,209010,9510.14%+10,951
GE VERNOVA INC(GEV)016,681+16,681010,9020.14%+10,902
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0254,336+254,336010,4960.13%+10,496
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0173,636+173,636010,4060.13%+10,406
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0204,903+204,903010,3660.13%+10,366
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
0147,003+147,00309,7650.12%+9,765
PACER FDS TR
SWAN SOS FD OF
0300,320+300,32009,7090.12%+9,709
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
050,553+50,55309,6840.12%+9,684
OPENDOOR TECHNOLOGIES INC(OPEN)01,636,618+1,636,61809,5410.12%+9,541
ISHARES TR031,617+31,61709,5220.12%+9,522
ISHARES TR079,769+79,76909,5200.12%+9,520
FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
0377,979+377,97909,4000.12%+9,400
FIRST TR EXCHANGE-TRADED FD034,652+34,65209,3280.12%+9,328
ISHARES TR0140,652+140,65209,1440.11%+9,144
ISHARES TR
MSCI USA MMENTM
036,153+36,15309,0500.11%+9,050
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
0433,467+433,46708,5570.11%+8,557
DUKE ENERGY CORP NEW(DUK)072,876+72,87608,5420.11%+8,542
TIDAL TRUST III
FUND GRA MID ETF
0328,566+328,56608,3950.10%+8,395
ISHARES TR092,254+92,25408,2620.10%+8,262
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
071,472+71,47208,1840.10%+8,184
DAVIS FUNDAMENTAL ETF TR
SELECT US EQTY
0158,973+158,97308,1280.10%+8,128
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