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KESTRA PRIVATE WEALTH SERVICES, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
AMAZON COM INC AMZNCommon17,206-32457,372,000-57,529,628,0002.750.00 Hist 12/31/2021
FIRST TR VALUE LINE DIVID IN FVDSHS391,127-120,22416,834,000-20,028,166,0000.81  Hist 12/31/2021
VERIZON COMMUNICATIONS INC VZCommon194,068-26,54010,084,000-11,904,916,0000.480.00 Hist 12/31/2021
iSHARES TRUST IJRS&P SMLCAP 60096,145-2,05711,010,000-10,711,990,0000.53  Hist 12/31/2021
EA Series Trust WIZCommon261,031-3,6879,627,000-9,188,373,0000.46  Hist 12/31/2021
VANGUARD EXTENDED STOCK MAKET INDEX FUND VXFCommon48,603-1,0408,888,000-9,044,112,0000.43  Hist 12/31/2021
Salesforce, Inc. CRMCommon31,913-3188,110,000-8,733,890,0000.390.00 Hist 12/31/2021
UNITED PARCEL SERVICE INC UPSCommon46,284-2889,920,000-8,471,080,0000.47  Hist 12/31/2021
AMGEN INC AMGNCommon39,722-1008,936,000-8,459,064,0000.430.01 Hist 12/31/2021
ADVANCED MICRO DEVICES INC AMDCommon70,993-9,34710,216,000-8,256,784,0000.490.01 Hist 12/31/2021
iSHARES TRUST IEFOPTION57,649-1,8346,630,000-6,847,370,0000.32  Hist 12/31/2021
VANGUARD INDEX FUNDS VBETF30,327-5806,854,000-6,751,146,0000.33  Hist 12/31/2021
VANGUARD SCOTTSDALE FUNDS VGSHCommon100,352-6,7036,104,000-6,567,896,0000.29  Hist 12/31/2021
FIRST TR LRG CP GRWTH ALPHAD FTCCOM SHS44,205-13,0095,316,000-6,350,684,0000.25  Hist 12/31/2021
CVS HEALTH Corp CVSCommon72,210-2,0567,449,000-6,294,551,0000.360.01 Hist 12/31/2021
FIRST TRUST EXCHANGE-TRADED FUND VIII FIXDCommon106,164-4865,650,000-5,705,350,0000.27  Hist 12/31/2021
iSHARES TRUST ISTBCommon101,794-7,3275,133,000-5,567,867,0000.25  Hist 12/31/2021
Blackstone Inc. BXStock43,335-2,1605,607,000-5,287,393,0000.270.01 Hist 12/31/2021
KIMBERLY CLARK CORP KMBCommon27,927-10,2033,991,000-5,046,009,0000.190.01 Hist 12/31/2021
QUALCOMM INC/DE QCOMCommon38,155-3276,977,000-4,956,023,0000.330.00 Hist 12/31/2021
NEXPOINT CR STRATEGIES FD NHFCOM NEW278,943-25,1163,788,000-4,225,212,0000.18  Hist 12/31/2021
AUTOZONE INC AZOCommon2,413-195,059,000-4,124,941,0000.240.01 Hist 12/31/2021
VANGUARD INDEX FDS MID CAP VOSTOCK14,904-2,1283,797,000-4,029,203,0000.18  Hist 12/31/2021
INVESCO EXCH TRADED FD TR II VRPCommon144,594-2,9813,748,000-3,865,252,0000.18  Hist 12/31/2021
VANGUARD SCOTTSDALE FUNDS VCSHCommon37,423-7,8253,041,000-3,725,959,0000.15  Hist 12/31/2021
WELLS FARGO & COMPANY/MN WFCCommon68,809-10,6433,301,000-3,683,699,0000.160.00 Hist 12/31/2021
FORD MOTOR CO FCommon223,933-18,7854,651,000-3,432,349,0000.220.01 Hist 12/31/2021
SOUTHERN CO SOLNStock65,014-1,9923,495,000-3,414,505,0000.17  Hist 12/31/2021
Accenture plc ACNCOM9,291-1,2133,852,000-3,357,148,0000.180.00 Hist 12/31/2021
ProShares Trust II VIXYCommon100,044-39,9271,518,000-3,189,482,0000.070.06 Hist 12/31/2021
COMCAST CORP CMCSACommon56,154-5392,826,000-3,168,174,0000.14  Hist 12/31/2021
Palantir Technologies Inc. PLTRCL A77,686-43,1691,415,000-2,903,585,0000.07  Hist 12/31/2021
VERU INC. VERUCommon317,768-17,8001,872,000-2,860,128,0000.090.40 Hist 12/31/2021
GILEAD SCIENCES, INC. GILDCommon27,056-13,4791,965,000-2,829,035,0000.090.00 Hist 12/31/2021
Alibaba Group Holding Ltd BABASPONSORED ADS16,963-1,4672,015,000-2,726,985,0000.10  Hist 12/31/2021
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