Terminal · Institutions

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. 13F Holdings -- Portfolio & Top Positions (2022-12-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$18.4M18.72%141,999New
2VHTVANGUARD WORLD FDS$6.2M6.33%25,170New
3VPUVANGUARD WORLD FDS$6.2M6.30%40,505New
4LQDISHARES TR$6.2M6.29%58,824New
5VUGVANGUARD INDEX FDS$6.1M6.21%28,707New
6VIGVANGUARD SPECIALIZED FUNDS$5.9M5.98%38,837New
7VYMVANGUARD WHITEHALL FDS$5.9M5.98%54,461New
8VGTVANGUARD WORLD FDS$5.2M5.23%16,137New
9CGGRCAPITAL GROUP GROWTH ETF$4.8M4.87%240,663New
10XLFSELECT SECTOR SPDR TR$4.2M4.22%121,724New
11CGDVCAPITAL GROUP DIVIDEND VALUE$3.8M3.90%163,088New
12VBRVANGUARD INDEX FDS$3.2M3.27%20,303New
13VOEVANGUARD INDEX FDS$3.2M3.23%23,542New
14MSFTMICROSOFT CORP$2.4M2.47%10,141New
15CGUSCAPITAL GROUP CORE EQUITY ET$2.2M2.19%95,992New
16NVDANVIDIA CORPORATION$2.1M2.18%14,680New
17VOTVANGUARD INDEX FDS$2.1M2.13%11,668New
18VBKVANGUARD INDEX FDS$2.1M2.08%10,224New
19AMZNAMAZON COM INC$2.0M1.98%23,244New
20GOOGALPHABET INC$1.7M1.72%19,144New
21SCHDSCHWAB STRATEGIC TR$944,0050.96%12,497New
22AMATAPPLIED MATLS INC$808,2120.82%8,300New
23IWNISHARES TR$405,2610.41%2,922New
24IWPISHARES TR$365,6920.37%4,374New
25IWSISHARES TR$356,0100.36%3,380New

Source: SEC Form 13F filings · as of 2022-12-31