Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Robbie L. Kennerson P.A., Inc. (CIK 1965657) reported $98.6M across 31 reported positions in its SEC 13F filing for 2022-12-31. Largest positions: AAPL ($18.4M, 18.72%), VHT ($6.2M, 6.33%), VPU ($6.2M, 6.30%), LQD ($6.2M, 6.29%), VUG ($6.1M, 6.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $18.4M | 18.72% | 141,999 | New |
| 2 | VHT | VANGUARD WORLD FDS | $6.2M | 6.33% | 25,170 | New |
| 3 | VPU | VANGUARD WORLD FDS | $6.2M | 6.30% | 40,505 | New |
| 4 | LQD | ISHARES TR | $6.2M | 6.29% | 58,824 | New |
| 5 | VUG | VANGUARD INDEX FDS | $6.1M | 6.21% | 28,707 | New |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $5.9M | 5.98% | 38,837 | New |
| 7 | VYM | VANGUARD WHITEHALL FDS | $5.9M | 5.98% | 54,461 | New |
| 8 | VGT | VANGUARD WORLD FDS | $5.2M | 5.23% | 16,137 | New |
| 9 | CGGR | CAPITAL GROUP GROWTH ETF | $4.8M | 4.87% | 240,663 | New |
| 10 | XLF | SELECT SECTOR SPDR TR | $4.2M | 4.22% | 121,724 | New |
| 11 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.8M | 3.90% | 163,088 | New |
| 12 | VBR | VANGUARD INDEX FDS | $3.2M | 3.27% | 20,303 | New |
| 13 | VOE | VANGUARD INDEX FDS | $3.2M | 3.23% | 23,542 | New |
| 14 | MSFT | MICROSOFT CORP | $2.4M | 2.47% | 10,141 | New |
| 15 | CGUS | CAPITAL GROUP CORE EQUITY ET | $2.2M | 2.19% | 95,992 | New |
| 16 | NVDA | NVIDIA CORPORATION | $2.1M | 2.18% | 14,680 | New |
| 17 | VOT | VANGUARD INDEX FDS | $2.1M | 2.13% | 11,668 | New |
| 18 | VBK | VANGUARD INDEX FDS | $2.1M | 2.08% | 10,224 | New |
| 19 | AMZN | AMAZON COM INC | $2.0M | 1.98% | 23,244 | New |
| 20 | GOOG | ALPHABET INC | $1.7M | 1.72% | 19,144 | New |
| 21 | SCHD | SCHWAB STRATEGIC TR | $944,005 | 0.96% | 12,497 | New |
| 22 | AMAT | APPLIED MATLS INC | $808,212 | 0.82% | 8,300 | New |
| 23 | IWN | ISHARES TR | $405,261 | 0.41% | 2,922 | New |
| 24 | IWP | ISHARES TR | $365,692 | 0.37% | 4,374 | New |
| 25 | IWS | ISHARES TR | $356,010 | 0.36% | 3,380 | New |
Source: SEC Form 13F filings · as of 2022-12-31