KERR FINANCIAL PLANNING Corp Q3 2025 Filing

Filed November 25, 2025

Portfolio Value

$71.0M

Holdings

562

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (562 positions)

StockValue
LPLALPL FINL HLDGS INC
$15K
MARMARRIOTT INTL INC NEW CLASS A
$14K
FTHIFIRST TRUST BUYWRITE INCOME ETF
$14K
KNSLKINSALE CAP GROUP INC
$14K
ITBISHARES US HOME CONSTRUCT ETF
$14K
PGZPRINCIPAL REAL ESTATE IN
$14K
CRMSALESFORCE INC
$14K
BIVVANGUARD INTERMEDIATE TERM BOND ETF
$14K
CMECME GROUP INC CLASS A
$14K
NRANRG ENERGY INC
$14K
PGPROCTER & GAMBLE CO
$13K
POOLPOOL CORP
$13K
KEYSKEYSIGHT TECHNOLOGIES IN
$13K
QQAINVESCO QQQ INC ADV ETF
$13K
KNFKNIFE RIV CORP
$13K
WMTWALMART INC
$13K
SONYSONY GROUP CORP FTRADES WITH DUE BILLS
$13K
FDXFEDEX CORP
$13K
ODFLOLD DOMINION FREIGHT LIN
$13K
FCXFREEPORT-MCMORAN INC
$13K
SUNSUNOCO LP LP
$13K
JCIJOHNSON CONTROLS INT F
$13K
PYPLPAYPAL HLDGS INC
$13K
GILDGILEAD SCIENCES INC
$13K
AGNCAGNC INVT CORP REIT
$12K
FEFIRSTENERGY CORP
$12K
TMCTMC THE METALS CO INC F
$12K
BACVERIZON COMMUNICATIONS I
$12K
MCHPMICROCHIP TECHNOLOGY INC
$12K
ICEINTERCONTINENTAL EXCHANG
$12K
BKRBAKER HUGHES CO. A CLASS CLASS A
$12K
HYBBISHARES BB RATED CORPORATE BOND ETF
$12K
MCKMCKESSON CORP
$12K
FOXFOX CORP CLASS B
$12K
ARANTERO MIDSTREAM CORP
$12K
QQNITY ELECTRONICS INC
$12K
TRUTRANSUNION
$12K
TRVTRAVELERS COS INC
$11K
MPMP MATLS CORP CLASS A
$11K
MDTMEDTRONIC PLC F
$11K
LHXL3HARRIS TECHNOLOGIES IN
$11K
DDDUPONT DE NEMOURS INC
$11K
CHRWC H ROBINSON WORLDWIDE I
$11K
AKREAKRE FOCUS ETF
$11K
CITHE CIGNA GROUP
$11K
UBERUBER TECHNOLOGIES INC
$11K
PNCPNC FINL SERVICES
$11K
SOXQINVESCO PHLX SEMICONDUCTOR ETF
$11K
MBBISHARES MBS ETF
$11K
SCHXSCHWAB US LARGE CAP ETF
$11K
PG4PRINCIPAL FINL GROUP INC
$11K
KHCKRAFT HEINZ CO
$10K
BABOEING CO
$10K
BNTXBIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
$10K
HLTHILTON WORLDWIDE HLDGS I
$10K
SHELSHELL PLC FTENDER OFFER EXP:
$10K
KOMPST SRT SPDR S&P KNSH NW ECM C ETF IV
$10K
KMXCARMAX INC
$10K
DGXQUEST DIAGNOSTICS INC
$10K
TTWOTAKE-TWO INTERACTIVE SOF
$10K
EMOCLEARBRIDGE ENRGY MDSTRA
$10K
PODDINSULET CORP
$10K
ARRARMOUR RESIDENTIAL REIT
$10K
NKENIKE INC CLASS CLASS B
$10K
VEEVVEEVA SYS INC CLASS CLASS A
$10K
EFAISHARES MSCI EAFE ETF
$9K
DISDISNEY WALT CO
$9K
NOWSERVICENOW INC
$9K
HASHASBRO INC
$9K
IQVIQVIA HLDGS INC
$9K
TMUST-MOBILE US INC
$9K
BSVVANGUARD SHORT-TERM BONDETF
$9K
EBKDYERSTE GROUP BK A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
$9K
DGROISHARES CORE DIVIDEND GROWTH ETF
$9K
HXLHEXCEL CORP NEW
$8K
XRNPXCOHEN STEERS REIT PREFER
$8K
IWOISHARES RUSSELL 2000 GROWTH ETF
$8K
SPYVST STRT SPDR PRTFL S&P 500 VL ETF IV
$8K
NXENEXGEN ENERGY LTD F
$8K
OGIGALPS O SHARES GLBL INRNTGNTS ETF
$8K
APOAPOLLO GLOBAL MGMT INC N
$8K
IXNISHARES GLOBAL TECH ETF
$8K
YUMYUM BRANDS INC
$8K
PTCPTC INC
$8K
CVSCVS HEALTH CORP
$8K
PDBCINVSC ACTVLY MNG OPTM YDDVRS ETF
$8K
ORLYO REILLY AUTOMOTIVE INC
$7K
NIONIO INC F
$7K
SNYSANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
$7K
AQLTISHARES US TREASURY BONDETF
$7K
ALBALBEMARLE CORP
$7K
CEGCONSTELLATION ENERGY COR
$7K
ESTCELASTIC N V F
$7K
METMETLIFE INC
$7K
IWSISHARES RUSSELL MID CAP VALUE ETF
$7K
GLPIGAMING & LEISURE PPTYS IREIT
$7K
IWNISHARES RUSSELL 2000 VALUE ETF
$7K
PHMPULTEGROUP INC
$7K
AESAES CORP
$7K
BJS WHSL CLUB HLDGS INC
$7K
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