Kerr Financial Planning Corp Purchases in Q3 2025

Kerr Financial Planning Corp

  • $71 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
920
New
$271.18 - $309.22 $249K - $284K
920 $316M
IRBO
Ishares Robotics & Artificial

ETFs
6.62K
New
N/A
6.62K $310M
GLW
Corning Inc

Technology
3.66K
New
$51.6 - $82.03 $189K - $300K
3.66K $299M
BLK
Black Rock Inc.

Financial Services
283
New
$1046.16 - $1175.56 $296K - $333K
283 $296M
MGK
Vanguard Mega Cap Growth ETF

ETFs
719
New
$362.31 - $405.74 $261K - $292K
719 $294M
COIN
Coinbase Global, Inc.

Technology
1.1K
New
$297.99 - $419.78 $326K - $460K
1.1K $294M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
6.85K
New
$37.9 - $40.19 $260K - $275K
6.85K $271M
SOUN
Soundhound Ai, Inc.

Technology
22K
New
$10.11 - $18.05 $222K - $397K
22K $258M
SOXX
Ishares Semiconductor ETF

ETFs
877
New
$236.93 - $271.12 $208K - $238K
877 $253M
AJG
Arthur J. Gallagher & Co.

Financial Services
955
New
$284.17 - $319.49 $271K - $305K
955 $249M
XLE
Energy Sector Spdr

ETFs
2.64K
New
$84.25 - $91.99 $222K - $243K
2.64K $242M
DELL
Dell Technologies Inc.

Technology
1.93K
New
$120.96 - $141.77 $233K - $273K
1.93K $241M
FDL
First Tr Morningstar Dividend

ETFs
5.51K
New
$41.96 - $44.59 $231K - $246K
5.51K $241M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.44K
New
$159.87 - $247.68 $230K - $357K
1.44K $240M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
811
New
$224.68 - $282.71 $182K - $229K
811 $230M
IBM
International Business Machines Corp

Technology
746
New
$234.77 - $292.47 $175K - $218K
746 $225M
ET
Energy Transfer LP

Energy
12.8K
New
$17.11 - $18.16 $219K - $232K
12.8K $218M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.62K
New
$45.72 - $47.27 $211K - $218K
4.62K $217M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.53K
New
$132.9 - $142.03 $203K - $217K
1.53K $215M
ABBV
Abb Vie Inc.

Healthcare
903
New
$184.85 - $231.54 $167K - $209K
903 $212M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.61K
New
$53.81 - $57.52 $194K - $208K
3.61K $209M
Pacer Us Lrge Cap Csh Cows ETF
5.95K
New
N/A
5.95K $206M
AIQ
Global X Funds Global X Artifi

ETFs
4K
New
$43.2 - $49.66 $173K - $199K
4K $201M
ACLS
Axcelis Technologies Inc

Technology
2.43K
New
$67.69 - $100.44 $164K - $244K
2.43K $199M
IEFA
Ishares Tr

ETFs
2.22K
New
$81.7 - $87.53 $182K - $195K
2.22K $196M
V
Visa Inc.

Financial Services
585
New
$332.09 - $358.86 $194K - $210K
585 $193M
C
Citigroup Inc

Financial Services
1.92K
New
$85.57 - $103.49 $164K - $198K
1.92K $191M
MU
Micron Technology Inc

Technology
732
New
$104.88 - $168.89 $76.8K - $124K
732 $183M
GE
General Electric CO

Industrials
602
New
$244.75 - $305.63 $147K - $184K
602 $182M
EFG
Msci Eafe Growth ETF

ETFs
1.48K
New
$106.99 - $114.46 $158K - $169K
1.48K $169M
XLK
Technology Sector Spdr

ETFs
582
New
$250.97 - $282.66 $146K - $165K
582 $167M
IWD
Ishares Russell 1000 Val ETF

ETFs
784
New
$192.76 - $203.86 $151K - $160K
784 $161M
QCOM
Qualcomm Inc

Technology
901
New
$145.84 - $173.55 $131K - $156K
901 $153M
HYGV
Flexshares Tr High Yield Value

ETFs
3.72K
New
$40.55 - $41.28 $151K - $154K
3.72K $151M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.56K
New
$100.37 - $100.74 $257K - $258K
2.56K $150M
CVX
Chevron Corp

Energy
959
New
$145.57 - $161.83 $140K - $155K
959 $150M
LLY
Eli Lilly & CO

Healthcare
143
New
$625.65 - $812.69 $89.5K - $116K
143 $147M
RDVY
First Trust Rising Dividend Ac

ETFs
2.2K
New
$62.38 - $67.29 $137K - $148K
2.2K $147M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.98K
New
$72.57 - $74.72 $143K - $148K
1.98K $147M
BP
Bp PLC

Energy
3.78K
New
$30.25 - $35.69 $114K - $135K
3.78K $139M
MAGA
ETF Ser Solutions

ETFs
2.7K
New
$50.59 - $52.8 $137K - $143K
2.7K $138M
Merck & Co. Inc.
1.46K
New
N/A
1.46K $138M
JNJ
Johnson & Johnson

Healthcare
667
New
$155.17 - $185.42 $103K - $124K
667 $133M
PDI
Pimco Dynamic Income Fund

Financial Services
7.24K
New
$18.85 - $20.07 $136K - $145K
7.24K $129M
FSLR
First Solar, Inc.

Technology
500
New
$160.84 - $223.53 $80.4K - $112K
500 $128M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.05K
New
$108.97 - $121.65 $114K - $127K
1.05K $127M
VV
Vanguard Large Cap ETF

ETFs
397
New
$285.05 - $309.14 $113K - $123K
397 $123M
AXP
American Express CO

Financial Services
344
New
$294.27 - $342.31 $101K - $118K
344 $122M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.06K
New
$55.15 - $58.11 $113K - $120K
2.06K $121M
Activity Summary
Buys All Purchases 562 New Holdings 562 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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