RL
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Robbie L. Kennerson P.A., Inc.13F | |
Robbie L. Kennerson P.A., Inc. | |
Last update 2023-02-20 | 31 Stocks (0 new) |
Value $99.00 Mil | Turnover 0 % |
Robbie L. Kennerson P.A., Inc.... Top Holdings of 2022-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 141,999 | 18,449.9 | 0% | 18.720 | 0% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
VHT | Vanguard Health Care ETF | 25,170 | 6,243.4 | 0% | 6.330 | 0% | 0.040 | -0.75% | -3.37% | 14,687.9 | ||
VPU | Vanguard Utilities ETF | 40,505 | 6,211.9 | 0% | 6.300 | 0% | 0.110 | +8.06% | +12.41% | 7,053.2 | ||
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 58,824 | 6,201.8 | 0% | 6.290 | 0% | 0.020 | +2.60% | +3.68% | 29,227.8 | ||
VUG | Vanguard Growth ETF | 28,707 | 6,117.8 | 0% | 6.210 | 0% | 0.010 | +27.48% | +9.52% | 167,127.0 | ||
VIG | Vanguard Dividend Appreciation FTF | 38,837 | 5,897.4 | 0% | 5.980 | 0% | 0.010 | +12.58% | +6.21% | 89,349.2 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 54,461 | 5,893.2 | 0% | 5.980 | 0% | 0.010 | +12.20% | +6.97% | 58,807.4 | ||
VGT | Vanguard Information Technology ETF | 16,137 | 5,154.4 | 0% | 5.230 | 0% | 0.010 | +35.75% | +10.51% | 87,513.6 | ||
CGGR | Capital Group Growth ETF | 240,663 | 4,798.8 | 0% | 4.870 | 0% | 0.320 | +27.19% | +11.11% | 13,544.8 | ||
XLF | Financial Select Sector SPDR | 121,724 | 4,163.0 | 0% | 4.220 | 0% | 0.010 | +13.01% | +9.48% | 51,226.3 |
Robbie L. Kennerson P.A., Inc.'s Historical Top Holdings Breakdowns
Robbie L. Kennerson P.A., Inc. Total Holding History ($B)
Robbie L. Kennerson P.A., Inc.'s Asset Allocation
Robbie L. Kennerson P.A., Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Robbie L. Kennerson P.A., Inc.'s Hypothetical Growth since 2022-12-31
Robbie L. Kennerson P.A., Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Robbie L. Kennerson P.A., Inc.'s Holdings Heat Map
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Robbie L. Kennerson P.A., Inc.'s Holdings Bubble Chart
Robbie L. Kennerson P.A., Inc. News
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