KERR FINANCIAL PLANNING Corp
Latest statistics and disclosures from KERR FINANCIAL PLANNING Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSLA, AAPL, NVDA, AMZN, IVV, and represent 22.95% of KERR FINANCIAL PLANNING Corp's stock portfolio.
- Added to shares of these 10 stocks: SMH, USMV, JEPI, VOO, GRNY, XLE, SPY, Vanguard Value Etf, IYY, BKT.
- Started 46 new stock positions in METC, NGD, BJ, DLTR, SPYI, DE, TMFC, HL, PATH, WULF.
- Reduced shares in these 10 stocks: QQQ, , DDIV, Merck & Co, , NKE, DELL, V, FDL, ETY.
- Sold out of its positions in Amc Entmt Hldgs, ACM, Airbnb, AAL, APH, AR, Deere & Co, ADSK, BJ's Wholesale Club, BAX.
- KERR FINANCIAL PLANNING Corp was a net buyer of stock by $4.2M.
- KERR FINANCIAL PLANNING Corp has $74M in assets under management (AUM), dropping by 4.20%.
- Central Index Key (CIK): 0002095947
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Portfolio Holdings for KERR FINANCIAL PLANNING Corp
KERR FINANCIAL PLANNING Corp holds 508 positions in its portfolio as reported in the December 2025 quarterly 13F filing
KERR FINANCIAL PLANNING Corp has 508 total positions. Only the first 250 positions are shown.
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- Download the KERR FINANCIAL PLANNING Corp December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 6.1 | $4.5M | 12k | 395.39 |
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| Apple (AAPL) | 5.4 | $4.0M | 15k | 276.49 |
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| NVIDIA Corporation (NVDA) | 5.0 | $3.7M | 21k | 172.83 |
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| Amazon (AMZN) | 3.6 | $2.7M | +3% | 12k | 222.35 |
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| Ivv Etf (IVV) | 2.8 | $2.1M | 3.1k | 681.83 |
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| Jepi Etf (JEPI) | 2.7 | $2.0M | +40% | 35k | 58.37 |
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| Arkk Etf (ARKK) | 2.7 | $2.0M | +9% | 30k | 66.48 |
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| SMH Etf (SMH) | 2.4 | $1.8M | +100% | 4.6k | 381.48 |
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| Iyy Etf (IYY) | 2.1 | $1.6M | +27% | 9.5k | 165.05 |
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| PLTR Class A (PLTR) | 2.0 | $1.5M | 12k | 130.06 |
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| Grny Etf (GRNY) | 1.8 | $1.4M | +65% | 56k | 24.06 |
|
| Voo Etf (VOO) | 1.7 | $1.3M | +78% | 2.0k | 624.17 |
|
| Usmv Etf (USMV) | 1.6 | $1.2M | +114% | 13k | 95.20 |
|
| Iwy Etf (IWY) | 1.6 | $1.2M | +6% | 4.4k | 261.37 |
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| Iusb Etf (IUSB) | 1.4 | $1.1M | 23k | 46.62 |
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| Advanced Micro Devices (AMD) | 1.3 | $943k | +2% | 4.9k | 191.05 |
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| Microsoft Corporation (MSFT) | 1.2 | $872k | 2.2k | 398.26 |
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| Spy Etf (SPY) | 1.1 | $817k | +100% | 1.2k | 679.18 |
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| VTV Etf | 1.1 | $789k | +98% | 3.9k | 202.69 |
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| Rambus (RMBS) | 1.1 | $787k | 8.0k | 98.94 |
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| Itot Etf (ITOT) | 1.0 | $742k | -4% | 5.0k | 148.22 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $741k | 2.4k | 309.11 |
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| Googl Class A (GOOGL) | 1.0 | $723k | +20% | 2.2k | 327.69 |
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| Agg Etf (AGG) | 0.9 | $695k | +6% | 6.9k | 100.05 |
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| Xle Etf (XLE) | 0.9 | $656k | +375% | 13k | 52.31 |
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| Meta Class A (META) | 0.8 | $596k | +12% | 882.00 | 675.71 |
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| Ive Etf (IVE) | 0.8 | $576k | +17% | 2.6k | 219.46 |
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| Applied Materials (AMAT) | 0.8 | $560k | 1.9k | 300.63 |
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| Soxx Etf (SOXX) | 0.7 | $528k | +82% | 1.6k | 330.74 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $522k | +12% | 3.6k | 146.18 |
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| Goog Class C (GOOG) | 0.7 | $518k | 1.6k | 328.21 |
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| Jqua Etf (JQUA) | 0.7 | $516k | -8% | 8.2k | 63.03 |
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| Costco Wholesale Corporation (COST) | 0.7 | $501k | 505.00 | 991.80 |
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| Ousa Etf (OUSA) | 0.7 | $498k | -4% | 8.4k | 59.41 |
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| Wells Fargo & Company (WFC) | 0.6 | $440k | 4.8k | 91.95 |
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| Iwf Etf (IWF) | 0.6 | $439k | -6% | 982.00 | 447.39 |
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| VMBS Etf (VMBS) | 0.6 | $436k | +100% | 9.2k | 47.18 |
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| Vym Etf (VYM) | 0.6 | $435k | +87% | 2.9k | 152.24 |
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| AFLAC Incorporated (AFL) | 0.6 | $433k | 3.7k | 117.84 |
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| CRWD Class A (CRWD) | 0.6 | $430k | +4% | 1.1k | 389.67 |
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| Mtum Etf (MTUM) | 0.6 | $429k | +9% | 1.8k | 244.45 |
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| Bond Etf | 0.6 | $424k | +6% | 4.5k | 93.39 |
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| BRKB Class B (BRK.B) | 0.6 | $414k | +2% | 821.00 | 504.29 |
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| FTCS Etf (FTCS) | 0.6 | $410k | +10% | 4.2k | 98.28 |
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| Rdvy Etf (RDVY) | 0.5 | $394k | +150% | 5.5k | 71.64 |
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| Qual Etf (QUAL) | 0.5 | $388k | +5% | 1.9k | 199.68 |
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| Sempra Energy (SRE) | 0.5 | $378k | 4.4k | 86.91 |
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| Marvell Technology (MRVL) | 0.5 | $373k | 5.1k | 73.85 |
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| SCHG Etf (SCHG) | 0.5 | $364k | 12k | 30.54 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.5 | $355k | 2.0k | 177.11 |
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| Corning Incorporated (GLW) | 0.5 | $351k | -14% | 3.1k | 111.96 |
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| Amgen (AMGN) | 0.5 | $335k | 913.00 | 366.68 |
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| CGDV Etf (CGDV) | 0.5 | $334k | 7.5k | 44.46 |
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| Jepq Etf (JEPQ) | 0.4 | $324k | +57% | 5.7k | 57.03 |
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| Arm Spons Ads (ARM) | 0.4 | $302k | 2.7k | 112.99 |
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| Blackrock Income Trust (BKT) | 0.4 | $298k | NEW | 282.00 | 1057.90 |
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| AutoZone (AZO) | 0.4 | $292k | -8% | 81.00 | 3604.40 |
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| Ivlu Etf | 0.4 | $274k | 6.7k | 41.05 |
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| Arty Etf (ARTY) | 0.4 | $273k | -14% | 5.7k | 47.94 |
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| Oracle Corporation (ORCL) | 0.4 | $271k | +23% | 2.0k | 138.00 |
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| Micron Technology (MU) | 0.4 | $270k | -3% | 709.00 | 380.77 |
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| Broadcom (AVGO) | 0.3 | $258k | +41050% | 823.00 | 313.01 |
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| Vde Etf (VDE) | 0.3 | $257k | +150% | 1.8k | 146.78 |
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| Taiwan Semiconductor Mfg (TSM) | 0.3 | $255k | -4% | 777.00 | 328.19 |
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| MGK Etf (MGK) | 0.3 | $252k | -9% | 651.00 | 386.39 |
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| Qqqi Etf (QQQI) | 0.3 | $251k | +53333% | 4.8k | 52.10 |
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| VV Etf (VV) | 0.3 | $248k | +100% | 794.00 | 312.07 |
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| Lululemon Athletica (LULU) | 0.3 | $247k | 1.4k | 171.67 |
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| Vymi Etf (VYMI) | 0.3 | $241k | +100% | 2.5k | 96.50 |
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| Energy Transfer Equity (ET) | 0.3 | $238k | 13k | 18.29 |
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| Spem Etf (SPEM) | 0.3 | $234k | +100% | 4.8k | 48.93 |
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| Arthur J. Gallagher & Co. (AJG) | 0.3 | $232k | 955.00 | 243.39 |
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| Xcem Etf (XCEM) | 0.3 | $231k | +100% | 5.5k | 41.81 |
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| Citigroup (C) | 0.3 | $223k | 1.9k | 115.70 |
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| International Business Machines (IBM) | 0.3 | $217k | 750.00 | 289.01 |
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| JBND Etf (JBND) | 0.3 | $213k | +86% | 3.9k | 54.13 |
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| VNQ Etf (VNQ) | 0.3 | $213k | +95% | 2.3k | 91.12 |
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| SCHV Etf (SCHV) | 0.3 | $211k | +100% | 6.7k | 31.45 |
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| XLK Etf (XLK) | 0.3 | $210k | +165% | 1.5k | 136.08 |
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| Cowg Etf (COWG) | 0.3 | $203k | 6.0k | 34.05 |
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| Chevron Corporation (CVX) | 0.3 | $202k | +16% | 1.1k | 179.73 |
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| Iefa Etf (IEFA) | 0.3 | $201k | -3% | 2.1k | 93.87 |
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| Abbvie (ABBV) | 0.3 | $197k | 903.00 | 218.44 |
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| FDL Etf (FDL) | 0.3 | $196k | -28% | 3.9k | 49.70 |
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| Axcelis Technologies (ACLS) | 0.3 | $195k | 2.4k | 80.36 |
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| Coin Class A (COIN) | 0.3 | $190k | +15% | 1.3k | 150.30 |
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| VB Etf (VB) | 0.3 | $186k | +188% | 689.00 | 269.39 |
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| General Electric (GE) | 0.2 | $185k | 602.00 | 306.84 |
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| XLF Etf (XLF) | 0.2 | $178k | +185% | 3.3k | 53.34 |
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| Merck & Co (MRK) | 0.2 | $174k | NEW | 1.5k | 120.24 |
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| Iwd Etf (IWD) | 0.2 | $174k | 785.00 | 221.15 |
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| Efg Etf (EFG) | 0.2 | $173k | 1.5k | 116.87 |
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| Aiq Etf (AIQ) | 0.2 | $163k | -16% | 3.4k | 48.62 |
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| Johnson & Johnson (JNJ) | 0.2 | $159k | 670.00 | 237.96 |
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| Soun Class A (SOUN) | 0.2 | $155k | -4% | 21k | 7.39 |
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| Vug Etf (VUG) | 0.2 | $155k | +119% | 336.00 | 459.74 |
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| Hygv Etf (HYGV) | 0.2 | $152k | 3.7k | 40.72 |
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| Maga Etf (MAGA) | 0.2 | $151k | 2.7k | 54.93 |
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| Hydb Etf (SGOV) | 0.2 | $147k | +21% | 3.1k | 47.38 |
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| Eli Lilly & Co. (LLY) | 0.2 | $144k | 141.00 | 1020.48 |
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| Scully Royalty (SRL) | 0.2 | $134k | 15k | 8.96 |
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| Intel Corporation (INTC) | 0.2 | $132k | -9% | 2.7k | 48.53 |
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| Caterpillar (CAT) | 0.2 | $131k | 193.00 | 679.32 |
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| Dell Class C (DELL) | 0.2 | $130k | -41% | 1.1k | 115.28 |
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| Veu Etf (VEU) | 0.2 | $130k | +100% | 1.7k | 77.57 |
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| Iau Etf (IAU) | 0.2 | $128k | 1.4k | 91.11 |
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| Ivw Etf (IVW) | 0.2 | $124k | 1.0k | 118.52 |
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| BND Etf (BND) | 0.2 | $124k | -15% | 1.7k | 74.20 |
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| American Express Company (AXP) | 0.2 | $122k | 343.00 | 355.53 |
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| Qualcomm (QCOM) | 0.2 | $121k | 888.00 | 136.69 |
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| Enb Financial Corp Pa (ENBP) | 0.2 | $120k | 5.0k | 24.05 |
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| BCTK Etf (BCTK) | 0.2 | $118k | NEW | 5.1k | 23.08 |
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| Cowz Etf (COWZ) | 0.2 | $118k | -9% | 1.9k | 62.99 |
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| First Solar (FSLR) | 0.2 | $117k | 500.00 | 234.68 |
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| Vea Etf (VEA) | 0.2 | $117k | +100% | 1.8k | 66.06 |
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| FDRR Etf (FDRR) | 0.2 | $114k | 1.8k | 61.90 |
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| Gto Etf (GTO) | 0.2 | $113k | 2.4k | 47.53 |
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| Cisco Systems (CSCO) | 0.2 | $112k | +10% | 1.4k | 82.86 |
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| Lam Research (LRCX) | 0.1 | $110k | 516.00 | 213.99 |
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| Bito Etf (BITO) | 0.1 | $110k | +56% | 12k | 9.06 |
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| Ddiv Etf (DDIV) | 0.1 | $109k | -62% | 2.6k | 42.50 |
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| BP Spons Ads (BP) | 0.1 | $108k | -25% | 2.8k | 38.21 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $107k | 480.00 | 223.70 |
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| Pepsi (PEP) | 0.1 | $107k | 641.00 | 167.45 |
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| V Class A (V) | 0.1 | $105k | -45% | 318.00 | 331.28 |
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| Vti Etf (VTI) | 0.1 | $102k | +100% | 306.00 | 334.45 |
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| CSX Corporation (CSX) | 0.1 | $101k | 2.5k | 39.91 |
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| GBTC Etf (GBTC) | 0.1 | $97k | +26% | 1.9k | 51.05 |
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| Iwp Etf (IWP) | 0.1 | $96k | 731.00 | 131.33 |
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| Pimco Energy & Tactical (PDX) | 0.1 | $92k | NEW | 5.0k | 18.47 |
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| Vpu Etf (VPU) | 0.1 | $92k | +88% | 492.00 | 187.00 |
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| Nvo Adr (NVO) | 0.1 | $92k | +8011% | 2.1k | 43.56 |
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| UnitedHealth (UNH) | 0.1 | $90k | -2% | 336.00 | 267.82 |
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| Bbre Etf (BBRE) | 0.1 | $89k | -24% | 925.00 | 96.69 |
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| Cibr Etf (CIBR) | 0.1 | $88k | 1.4k | 65.47 |
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| Iemg Etf (IEMG) | 0.1 | $86k | 1.2k | 72.05 |
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| Ijr Etf (IJR) | 0.1 | $86k | 664.00 | 128.70 |
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| W.W. Grainger (GWW) | 0.1 | $84k | -2% | 70.00 | 1200.43 |
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| Nextera Energy (NEE) | 0.1 | $84k | 938.00 | 89.20 |
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| Uber Technologies (UBER) | 0.1 | $83k | +816% | 1.1k | 75.30 |
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| SCHR Etf (SCHR) | 0.1 | $82k | +100% | 3.3k | 25.05 |
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| Teradyne (TER) | 0.1 | $82k | 300.00 | 273.04 |
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| Shop Class A (SHOP) | 0.1 | $80k | 720.00 | 111.60 |
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| At&t (T) | 0.1 | $80k | -11% | 2.9k | 27.21 |
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| Sixg Etf (SIXG) | 0.1 | $78k | +99% | 1.2k | 65.12 |
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| Qtum Etf (QTUM) | 0.1 | $78k | 701.00 | 110.69 |
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| Iat Etf (IAT) | 0.1 | $74k | 1.2k | 61.48 |
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| Kre Etf (KRE) | 0.1 | $72k | -4% | 998.00 | 72.02 |
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| Lowe's Companies (LOW) | 0.1 | $70k | 253.00 | 277.53 |
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| SMLF Etf (SMLF) | 0.1 | $70k | +100% | 907.00 | 77.25 |
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| Open Class A (OPEN) | 0.1 | $69k | -3% | 14k | 4.95 |
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| Ge Vernova (GEV) | 0.1 | $69k | 94.00 | 735.46 |
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| VGT Etf (VGT) | 0.1 | $68k | +100% | 96.00 | 711.31 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $68k | -27% | 665.00 | 102.45 |
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| Oef Etf (OEF) | 0.1 | $68k | 202.00 | 336.01 |
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| Capital One Financial (COF) | 0.1 | $66k | -18% | 303.00 | 217.10 |
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| XLV Etf (XLV) | 0.1 | $66k | +100% | 422.00 | 155.56 |
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| Ares Capital Corporation (ARCC) | 0.1 | $66k | +2% | 3.5k | 18.85 |
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| TLT Etf (TLT) | 0.1 | $65k | +93% | 747.00 | 87.36 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $65k | 1.7k | 38.74 |
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| QCLN Etf (QCLN) | 0.1 | $65k | -45% | 1.4k | 47.55 |
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| VSS Etf (VSS) | 0.1 | $61k | +100% | 400.00 | 151.78 |
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| McDonald's Corporation (MCD) | 0.1 | $60k | 185.00 | 324.93 |
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| Starbucks Corporation (SBUX) | 0.1 | $60k | 618.00 | 96.58 |
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| BTC Etf (BTC) | 0.1 | $59k | +16% | 2.0k | 29.00 |
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| Xagg Etf (XAGG) | 0.1 | $58k | +100% | 1.1k | 51.02 |
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| Ryan Class A (RYAN) | 0.1 | $57k | 1.2k | 47.18 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $56k | 325.00 | 172.52 |
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| Ita Etf | 0.1 | $55k | 242.00 | 227.88 |
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| Altria (MO) | 0.1 | $55k | +2% | 837.00 | 65.40 |
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| Phillips 66 (PSX) | 0.1 | $54k | -3% | 348.00 | 153.68 |
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| Sdiv Etf (SDIV) | 0.1 | $53k | +105% | 2.1k | 25.69 |
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| International Paper Company (IP) | 0.1 | $53k | 1.2k | 44.10 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $53k | 85.00 | 617.74 |
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| VHT Etf (VHT) | 0.1 | $52k | +100% | 180.00 | 287.26 |
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| Prudential Financial (PRU) | 0.1 | $52k | 515.00 | 99.91 |
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| SCHF Etf (SCHF) | 0.1 | $51k | 2.0k | 25.45 |
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| Netflix (NFLX) | 0.1 | $50k | -6% | 620.00 | 81.10 |
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| STPZ Etf (STPZ) | 0.1 | $49k | +100% | 906.00 | 53.95 |
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| Monster Beverage Corp (MNST) | 0.1 | $48k | -4% | 584.00 | 82.10 |
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| Crown Castle Intl (CCI) | 0.1 | $48k | +72% | 597.00 | 80.04 |
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| Digital World Acquisition Co Class A (DJT) | 0.1 | $47k | -8% | 4.2k | 11.30 |
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| Home Depot (HD) | 0.1 | $46k | 118.00 | 386.99 |
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| Dollar Tree (DLTR) | 0.1 | $46k | NEW | 380.00 | 119.94 |
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| Bank of America Corporation (BAC) | 0.1 | $46k | 828.00 | 54.91 |
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| Bristol Myers Squibb (BMY) | 0.1 | $45k | 744.00 | 60.12 |
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| Target Corporation (TGT) | 0.1 | $45k | NEW | 400.00 | 111.26 |
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| TT SHS (TT) | 0.1 | $44k | 102.00 | 435.38 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $44k | -16% | 962.00 | 45.56 |
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| Pfizer (PFE) | 0.1 | $44k | 1.6k | 26.93 |
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| Vanguard Small Cap Valueetf Etf (VBR) | 0.1 | $43k | 211.00 | 204.84 |
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| Pave Etf (PAVE) | 0.1 | $43k | +97% | 813.00 | 52.91 |
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| Diamondback Energy (FANG) | 0.1 | $42k | 254.00 | 166.29 |
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| Wal-Mart Stores (WMT) | 0.1 | $42k | +156% | 328.00 | 127.34 |
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| PG&E Corporation (PCG) | 0.1 | $42k | 2.6k | 16.23 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $42k | -5% | 75.00 | 553.19 |
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| Palo Alto Networks (PANW) | 0.1 | $42k | -16% | 262.00 | 158.26 |
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| Walt Disney Company (DIS) | 0.1 | $41k | +337% | 389.00 | 105.52 |
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| SMR Class A (SMR) | 0.1 | $40k | +2% | 2.7k | 15.04 |
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| Arkq Etf (ARKQ) | 0.1 | $40k | 345.00 | 116.03 |
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| S&p Global (SPGI) | 0.1 | $40k | -7% | 88.00 | 452.40 |
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| United Security Bancshares (UBFO) | 0.1 | $39k | 3.5k | 11.28 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $39k | 198.00 | 195.15 |
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| Verizon Communications (VZ) | 0.1 | $38k | +170% | 799.00 | 47.21 |
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| Xly Etf (XLY) | 0.1 | $37k | +200% | 315.00 | 118.11 |
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| TLH Etf (TLH) | 0.0 | $37k | +110% | 362.00 | 101.75 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $37k | 52.00 | 705.94 |
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| Igm Etf (IGM) | 0.0 | $37k | 300.00 | 122.30 |
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| Corteva (CTVA) | 0.0 | $37k | 501.00 | 72.92 |
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| SCZ Etf (SCZ) | 0.0 | $36k | +100% | 440.00 | 81.80 |
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| Abbott Laboratories (ABT) | 0.0 | $36k | 326.00 | 109.05 |
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| Arista Networks (ANET) | 0.0 | $36k | 275.00 | 129.27 |
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| Annaly Capital Management (NLY) | 0.0 | $35k | NEW | 1.5k | 23.12 |
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| Epr Properties (EPR) | 0.0 | $35k | 625.00 | 56.47 |
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| Chubb (CB) | 0.0 | $35k | 105.00 | 333.25 |
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| Denison Mines Corp (DNN) | 0.0 | $35k | 10k | 3.48 |
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| Ishg Etf (ISHG) | 0.0 | $34k | 450.00 | 76.11 |
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| Live Nation Entertainment (LYV) | 0.0 | $34k | 250.00 | 136.74 |
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| Ford Motor Company (F) | 0.0 | $34k | 2.4k | 13.78 |
|
|
| ConocoPhillips (COP) | 0.0 | $34k | 320.00 | 105.39 |
|
|
| Deere & Company (DE) | 0.0 | $34k | NEW | 59.00 | 569.53 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $34k | -22% | 354.00 | 94.65 |
|
| Intuitive Surgical (ISRG) | 0.0 | $33k | -5% | 70.00 | 477.49 |
|
| Iwr Etf (IWR) | 0.0 | $33k | 336.00 | 99.26 |
|
|
| Vxus Etf (VXUS) | 0.0 | $33k | +99% | 419.00 | 79.52 |
|
| Packaging Corporation of America (PKG) | 0.0 | $32k | 140.00 | 231.51 |
|
|
| Synopsys (SNPS) | 0.0 | $32k | 77.00 | 413.52 |
|
|
| Tecb Etf (TECB) | 0.0 | $32k | +69% | 554.00 | 57.15 |
|
| United Rentals (URI) | 0.0 | $32k | 37.00 | 850.54 |
|
|
| Coca-Cola Company (KO) | 0.0 | $32k | -8% | 399.00 | 78.84 |
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $31k | -68% | 2.1k | 14.80 |
|
| SCHD Etf (SCHD) | 0.0 | $31k | -23% | 1.0k | 31.00 |
|
| Qyld Etf (QYLD) | 0.0 | $31k | +3% | 1.8k | 17.35 |
|
| Waste Connections (WCN) | 0.0 | $30k | 179.00 | 170.08 |
|
|
| TJX Companies (TJX) | 0.0 | $30k | 194.00 | 155.87 |
|
|
| Arkw Etf (ARKW) | 0.0 | $30k | 250.00 | 118.43 |
|
|
| Paychex (PAYX) | 0.0 | $29k | 292.00 | 98.17 |
|
|
| Lin SHS (LIN) | 0.0 | $28k | 61.00 | 460.25 |
|
|
| Abnb Class A (ABNB) | 0.0 | $28k | NEW | 231.00 | 121.23 |
|
| Duke Energy (DUK) | 0.0 | $27k | 221.00 | 123.62 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $27k | -13% | 40.00 | 673.45 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $27k | 136.00 | 197.12 |
|
|
| Marsh & McLennan Companies | 0.0 | $27k | -6% | 141.00 | 189.12 |
|
| UMB Financial Corporation (UMBF) | 0.0 | $27k | +9% | 203.00 | 131.28 |
|
| MDLZ Class A (MDLZ) | 0.0 | $27k | 440.00 | 60.17 |
|
|
| Iwm Etf (IWM) | 0.0 | $26k | 102.00 | 256.56 |
|
|
| ZTS Class A (ZTS) | 0.0 | $26k | -2% | 204.00 | 126.77 |
|
| BLV Etf | 0.0 | $26k | +20% | 369.00 | 69.67 |
|
| Williams Companies (WMB) | 0.0 | $26k | 380.00 | 67.51 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $25k | -4% | 400.00 | 62.50 |
|
Past Filings by KERR FINANCIAL PLANNING Corp
SEC 13F filings are viewable for KERR FINANCIAL PLANNING Corp going back to 2025
- KERR FINANCIAL PLANNING Corp 2025 Q4 filed Feb. 10, 2026
- KERR FINANCIAL PLANNING Corp 2025 Q3 filed Nov. 25, 2025