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
LOW
Lowes Companies Inc

Consumer Cyclical
253
New
$215.01 - $273.02 $54.4K - $69.1K
253 $57.5M
MCD
Mcdonalds Corp

Consumer Cyclical
186
New
$291.67 - $316.99 $54.3K - $59K
186 $56.8M
SMR
Nuscale Power Corp

Industrials
2.6K
New
$32.65 - $51.67 $84.9K - $134K
2.6K $56.2M
Ge Vernova Inc
94
New
N/A
94 $55.1M
PRU
Prudential Financial Inc

Financial Services
514
New
$100.68 - $109.89 $51.7K - $56.5K
514 $54.2M
VEA
Vanguard Ftse Developed Market

ETFs
884
New
$56.02 - $60.3 $49.5K - $53.3K
884 $54M
CINF
Cincinnati Financial Corp

Financial Services
324
New
$145.8 - $158.1 $47.2K - $51.2K
324 $52.9M
SBUX
Starbucks Corp

Consumer Cyclical
617
New
$81.9 - $96.86 $50.5K - $59.8K
617 $52.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.68K
New
$38.58 - $58.24 $64.6K - $97.6K
1.68K $52M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
4.17K
New
$11.79 - $13.23 $49.2K - $55.2K
4.17K $51.7M
DG
Dollar General Corp

Consumer Defensive
480
New
$101.86 - $116.32 $48.9K - $55.8K
480 $50.8M
VPU
Vanguard Utilities ETF

ETFs
261
New
$175.25 - $189.41 $45.7K - $49.4K
261 $50.7M
VTI
Vanguard Total Stock Market Et

ETFs
153
New
$303.93 - $329.86 $46.5K - $50.5K
153 $50.5M
PSX
Phillips 66

Energy
361
New
$118.37 - $139.46 $42.7K - $50.3K
361 $50.4M
Ishares Us Aerospace Defense ETF
243
New
N/A
243 $49.9M
OXY
Occidental Petroleum Corp

Energy
1.16K
New
$42.54 - $48.1 $49.3K - $55.7K
1.16K $49.4M
DWAC
Digital World Acquisition Corp.

Financial Services
4.56K
New
N/A
4.56K $49.3M
MO
Altria Group, Inc.

Consumer Defensive
820
New
$57.75 - $67.68 $47.4K - $55.5K
820 $47.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2K
New
$21.69 - $23.34 $43.4K - $46.7K
2K $47.7M
SPGI
S&P Global Inc.

Financial Services
95
New
$484.94 - $564.15 $46.1K - $53.6K
95 $46.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
79
New
$404.94 - $499.99 $32K - $39.5K
79 $45.6M
MNST
Monster Beverage Corp

Consumer Defensive
614
New
$58.65 - $67.31 $36K - $41.3K
614 $44.8M
IP
International Paper CO

Consumer Cyclical
1.21K
New
$45.32 - $55.68 $54.6K - $67.1K
1.21K $44.6M
VBR
Vanguard Small Cap Value ETF

ETFs
211
New
$195.41 - $212.37 $41.2K - $44.8K
211 $43.2M
BAC
Bank Of America Corp

Financial Services
826
New
$44.92 - $52.42 $37.1K - $43.3K
826 $43.2M
HD
Home Depot, Inc.

Consumer Cyclical
118
New
$357.4 - $423.42 $42.2K - $50K
118 $42.7M
ABT
Abbott Laboratories

Healthcare
325
New
$120.51 - $136.62 $39.2K - $44.4K
325 $42.6M
PCG
Pg&E Corp

Utilities
2.56K
New
$13.0 - $15.73 $33.2K - $40.2K
2.56K $42.4M
TT
Trane Technologies PLC

Industrials
102
New
$398.96 - $472.54 $40.7K - $48.2K
102 $42.3M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
4.83K
New
$8.88 - $9.09 $42.9K - $43.9K
4.83K $42.2M
NKE
Nike, Inc.

Consumer Cyclical
1.64K
New
$69.24 - $79.24 $113K - $130K
1.64K $41.9M
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.65K
New
$24.69 - $25.26 $40.6K - $41.6K
1.65K $41.3M
PFE
Pfizer Inc

Healthcare
1.61K
New
$23.29 - $25.88 $37.4K - $41.6K
1.61K $41M
ISRG
Intuitive Surgical Inc

Healthcare
74
New
$433.66 - $544.47 $32.1K - $40.3K
74 $40.9M
APH
Amphenol Corp

Technology
300
New
$97.39 - $125.4 $29.2K - $37.6K
300 $40.2M
LMT
Lockheed Martin Corp

Industrials
85
New
$410.74 - $499.21 $34.9K - $42.4K
85 $40.1M
MPC
Marathon Petroleum Corp

Energy
198
New
$158.59 - $198.69 $31.4K - $39.3K
198 $39.4M
IGM
Ishares Expanded Tech Sector E

ETFs
301
New
$110.96 - $127.67 $33.4K - $38.4K
301 $38.5M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
602
New
N/A
602 $38.4M
ARKW
Ark Next Generation Internet E

ETFs
247
New
$144.46 - $174.76 $35.7K - $43.2K
247 $37.8M
FANG
Diamondback Energy, Inc.

Energy
254
New
$134.53 - $152.5 $34.2K - $38.7K
254 $37.7M
ARKQ
Ark Autonomous Technology & Ro

ETFs
345
New
$86.2 - $111.56 $29.7K - $38.5K
345 $37.3M
VGT
Vanguard Information Technolog

ETFs
48
New
$656.44 - $753.15 $31.5K - $36.2K
48 $36.1M
CL
Colgate Palmolive CO

Consumer Defensive
456
New
$79.36 - $93.33 $36.2K - $42.6K
456 $36M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
2.42K
New
$14.12 - $14.91 $34.2K - $36.1K
2.42K $35.8M
Arista Networks Inc
275
New
N/A
275 $35.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.3K
New
$26.38 - $27.95 $34.3K - $36.3K
1.3K $35.5M
BMY
Bristol Myers Squibb CO

Healthcare
742
New
$43.31 - $48.98 $32.1K - $36.3K
742 $35.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
387
New
$85.01 - $90.35 $32.9K - $35K
387 $34.5M
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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