RL

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 %
Countries:
Top Holdings: AAPL(18.72%)VHT(6.33%)VPU(6.30%)LQD(6.29%)VUG(6.21%)
Portfolio Report
Summary Stock Picks Current Portfolio
Robbie L. Kennerson P.A., Inc.... Top Holdings of 2022-12-31 View Full List
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
18449.880
0%
18.720
0%
0.000
+3.37%
+17.23%
3389420.990
Hardware
VHT 		Vanguard Health Care ETF
25,170
6243.410
0%
6.330
0%
0.040
-0.49%
+8.56%
17861.989
 
VPU 		Vanguard Utilities ETF
40,505
6211.900
0%
6.300
0%
0.110
+6.17%
+23.68%
5959.964
 
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF
58,824
6201.770
0%
6.290
0%
0.020
-1.17%
-1.82%
28194.920
 
VUG 		Vanguard Growth ETF
28,707
6117.760
0%
6.210
0%
0.010
+14.71%
+31.48%
132870.526
 
VIG 		Vanguard Dividend Appreciation FTF
38,837
5897.350
0%
5.980
0%
0.010
+8.87%
+18.32%
81537.784
 
VYM 		Vanguard High Dividend Yield Indx ETF
54,461
5893.200
0%
5.980
0%
0.010
+9.84%
+18.01%
56396.084
 
VGT 		Vanguard Information Technology ETF
16,137
5154.370
0%
5.230
0%
0.010
+15.70%
+28.71%
74135.781
 
CGGR 		Capital Group Growth ETF
240,663
4798.830
0%
4.870
0%
0.320
+17.36%
+32.78%
8028.501
 
XLF 		Financial Select Sector SPDR
121,724
4162.970
0%
4.220
0%
0.010
+17.85%
+32.21%
47293.733
 

Robbie L. Kennerson P.A., Inc.'s Historical Top Holdings Breakdowns

Robbie L. Kennerson P.A., Inc. Total Holding History ($B)

To

Robbie L. Kennerson P.A., Inc.'s Asset Allocation

To

Robbie L. Kennerson P.A., Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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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 %

Robbie L. Kennerson P.A., Inc.'s Holdings Heat Map

Size field:

Robbie L. Kennerson P.A., Inc.'s Holdings Bubble Chart

Robbie L. Kennerson P.A., Inc. News

  • 1

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