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Kkr & Co shares owned by Serenus Wealth Advisors

Quarter-by-quarter ownership of Kkr & Co (KKR) shares owned by Serenus Wealth Advisors from 13F filings

Historical chart of Serenus Wealth Advisors investment in Kkr & Co

Tip: Access up to 7 years of quarterly data

All positions including Kkr & Co held by Serenus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kkr & Co by Serenus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $235k 1.8k 129.95
2025-06-30 $240k 1.8k 133.03
2025-03-31 $209k 1.8k 115.61
2024-12-31 $267k 1.8k 147.91

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Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)
Vanguard S&p 500 Etf Etf (VOO)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Core S&p Small Cap Etf Etf (IJR)
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Vanguard Total Stock Market Etf Etf (VTI)
Apple Stock (AAPL)
Ishares Russell 1000 Value Etf Etf (IWD)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Serenus Wealth Advisors

Top funds holding Kkr & Co

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Wellington Management Company
FMR
Massachusetts Financial Services
Principal Financial Group
Geode Capital Management
Invesco
Capital World Investors
Akre Capital Management
First Manhattan
Brown Advisory Holdings Incorporated
Morgan Stanley

View all funds holding Kkr & Co