Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES LLC | 02-05-2024 | 12-31-2023 | 1220 | 3,919,018,814 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $190,230,614 | 988,057 | 0.00 | 0.01 | 95,639 | 10.72 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $105,065,200 | 279,399 | 0.00 | 0.00 | 47,501 | 20.48 | 12-31-2023 |
| AMAZON COM INC | COM | 3 | $83,783,363 | 551,424 | 0.00 | 0.00 | 58,723 | 11.92 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 4 | $57,570,274 | 161,415 | 0.00 | 161,415 | +Inf | 12-31-2023 |
