Robbie L. Kennerson P.A

Latest statistics and disclosures from Robbie L. Kennerson P.A's latest quarterly 13F-HR filing:

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Positions held by Robbie L. Kennerson P.A consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Robbie L. Kennerson P.A

Robbie L. Kennerson P.A holds 31 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 18.7 $18M 142k 129.93
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Vanguard World Fds Health Car Etf (VHT) 6.3 $6.2M 25k 248.05
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Vanguard World Fds Utilities Etf (VPU) 6.3 $6.2M 41k 153.36
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Ishares Tr Iboxx Inv Cp Etf (LQD) 6.3 $6.2M 59k 105.43
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Vanguard Index Fds Growth Etf (VUG) 6.2 $6.1M 29k 213.11
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Vanguard Specialized Funds Div App Etf (VIG) 6.0 $5.9M 39k 151.85
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Vanguard Whitehall Fds High Div Yld (VYM) 6.0 $5.9M 55k 108.21
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Vanguard World Fds Inf Tech Etf (VGT) 5.2 $5.2M 16k 319.41
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Capital Group Growth Etf Shs Creation Uni (CGGR) 4.9 $4.8M 241k 19.94
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Select Sector Spdr Tr Financial (XLF) 4.2 $4.2M 122k 34.20
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Capital Group Dividend Value Shs Creation Uni (CGDV) 3.9 $3.8M 163k 23.59
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Vanguard Index Fds Sm Cp Val Etf (VBR) 3.3 $3.2M 20k 158.80
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.2 $3.2M 24k 135.24
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Microsoft Corporation (MSFT) 2.5 $2.4M 10k 239.83
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 2.2 $2.2M 96k 22.46
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NVIDIA Corporation (NVDA) 2.2 $2.1M 15k 146.14
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.1 $2.1M 12k 179.76
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.1 $2.1M 10k 200.53
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Amazon (AMZN) 2.0 $2.0M 23k 84.00
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Alphabet Cap Stk Cl C (GOOG) 1.7 $1.7M 19k 88.73
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $944k 13k 75.54
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Applied Materials (AMAT) 0.8 $808k 8.3k 97.37
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Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $405k 2.9k 138.69
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $366k 4.4k 83.61
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.4 $356k 3.4k 105.33
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Costco Wholesale Corporation (COST) 0.3 $339k 742.00 456.38
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Dow (DOW) 0.3 $333k 6.6k 50.39
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Verizon Communications (VZ) 0.3 $313k 7.9k 39.40
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $275k 1.3k 214.59
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Meta Platforms Cl A (META) 0.3 $265k 2.2k 120.34
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Tesla Motors (TSLA) 0.3 $248k 2.0k 123.18
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Past Filings by Robbie L. Kennerson P.A

SEC 13F filings are viewable for Robbie L. Kennerson P.A going back to 2022