KERR FINANCIAL PLANNING Corp 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KF KERR FINANCIAL PLANNING Corp | Institutional Filer | ▲ 10.02% | $81.4M | 522 |
Current Portfolio Holdings
Showing all 522 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust | — | 8K | $5.0M | 6.19% |
| 2 | NVDA | NVIDIA Corporation | Technology | 22K | $4.7M | 5.76% |
| 3 | TSLA | Tesla, Inc. | Consumer Cyclical | 12K | $4.3M | 5.32% |
| 4 | AAPL | Apple Inc. | Technology | 15K | $3.9M | 4.84% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 12K | $3.1M | 3.85% |
| 6 | ARKK | ARK INNOVATION ETF | — | 35K | $2.6M | 3.22% |
| 7 | IVV | ISHARES CORE S&P 500 ETF | — | 3K | $2.3M | 2.84% |
| 8 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | — | 38K | $2.2M | 2.65% |
| 9 | IYY | ISHARES DOW JONES U.S. ETF | — | 10K | $1.7M | 2.08% |
| 10 | AMD | Advanced Micro Devices, Inc. | Technology | 5K | $1.6M | 1.95% |
| 11 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | — | 59K | $1.6M | 1.91% |
| 12 | PLTR | Palantir Technologies Inc. | Technology | 11K | $1.5M | 1.87% |
| 13 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | — | 5K | $1.3M | 1.57% |
| 14 | IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | — | 26K | $1.2M | 1.45% |
| 15 | SMH | VANECK SEMICONDUCTOR ETF | — | 2K | $1.1M | 1.41% |
Showing 1 to 15 of 522 holdings