Keener Financial Planning LLC New Holdings in Q2 2025

Keener Financial Planning LLC

  • $201 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
3.74K
New
$71.83 - $95.32 $269K - $357K
3.74K $356K
AMD
Advanced Micro Devices Inc

Technology
2K
New
$78.21 - $143.81 $156K - $288K
2K $283K
IBM
International Business Machines Corp

Technology
473
New
$221.03 - $294.78 $105K - $139K
473 $139K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.51K
New
$65.84 - $80.81 $99.4K - $122K
1.51K $120K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.29K
New
$75.29 - $91.16 $97K - $118K
1.29K $116K
META
Meta Platforms, Inc.

Communication Services
150
New
$484.66 - $738.09 $72.7K - $111K
150 $110K
HON
Honeywell International Inc

Industrials
350
New
$182.86 - $232.88 $64K - $81.5K
350 $81K
WFC
Wells Fargo & Company

Financial Services
1K
New
$60.98 - $80.12 $61K - $80.1K
1K $80K
IYG
Ishares Tr

ETFs
900
New
$68.9 - $85.6 $62K - $77K
900 $77K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
481
New
$107.61 - $119.09 $51.8K - $57.3K
481 $57K
PHO
Invesco Exchange Traded Fd Tr

ETFs
600
New
$58.13 - $69.92 $34.9K - $42K
600 $41K
BA
Boeing CO

Industrials
200
New
$136.59 - $217.51 $27.3K - $43.5K
200 $41K
EOG
Eog Resources Inc

Energy
300
New
$104.61 - $129.97 $31.4K - $39K
300 $35K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.23K
New
$23.55 - $27.67 $29K - $34.1K
1.23K $34K
QUAL
Ishares Msci Usa Quality Facto

ETFs
160
New
$152.42 - $182.82 $24.4K - $29.3K
160 $29K
BWX
Spdr Bloomberg International T

ETFs
1.16K
New
$21.87 - $23.49 $25.4K - $27.3K
1.16K $27K
PEG
Public Service Enterprise Group Inc

Utilities
332
New
$77.13 - $84.18 $25.6K - $27.9K
332 $27K
IAU
Ishares Gold Trust

ETFs
413
New
$56.1 - $64.74 $23.2K - $26.7K
413 $25K
VBK
Vanguard Small Cap Growth ETF

ETFs
87
New
$219.76 - $276.94 $19.1K - $24.1K
87 $24K
MFC
Manulife Financial Corp

Financial Services
722
New
$26.93 - $32.44 $19.4K - $23.4K
722 $23K
FNDF
Schwab Fundamental Intl Large

ETFs
555
New
$32.25 - $40.02 $17.9K - $22.2K
555 $22K
HPQ
Hp Inc

Technology
700
New
$21.88 - $29.32 $15.3K - $20.5K
700 $17K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
491
New
$26.69 - $33.44 $13.1K - $16.4K
491 $16K
AEE
Ameren Corp

Utilities
168
New
$94.23 - $101.68 $15.8K - $17.1K
168 $16K
VGLT
Vanguard Long Term Treasury Et

ETFs
263
New
$53.66 - $58.71 $14.1K - $15.4K
263 $14K
FNDE
Schwab Fundamental Emerging Mk

ETFs
436
New
$26.66 - $33.09 $11.6K - $14.4K
436 $14K
IQLT
Ishares Msci Intl Quality Fact

ETFs
339
New
$35.9 - $43.76 $12.2K - $14.8K
339 $14K
YUM
Yum Brands Inc

Consumer Cyclical
100
New
$138.36 - $161.45 $13.8K - $16.1K
100 $14K
VGIT
Vanguard Intermediate Term Tre

ETFs
221
New
$58.63 - $59.9 $13K - $13.2K
221 $13K
LNT
Alliant Energy Corp

Utilities
228
New
$58.79 - $64.85 $13.4K - $14.8K
228 $13K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
118
New
$100.35 - $100.71 $11.8K - $11.9K
118 $11K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
170
New
$51.1 - $53.29 $8.69K - $9.06K
170 $9K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
100
New
N/A
100 $6K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
28
New
$93.75 - $114.45 $2.63K - $3.2K
28 $3K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
39
New
$71.94 - $86.02 $2.81K - $3.35K
39 $3K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
New
$15.5 - $20.28 $1.55K - $2.03K
100 $2K
KD
Kyndryl Holdings, Inc.

Technology
34
New
$27.77 - $41.96 $944 - $1.43K
34 $1K
WBD
Warner Bros. Discovery, Inc.

Communication Services
0
New
$7.69 - $11.46 $0 - $0
0 $0
Activity Summary
Buys All Purchases 86 New Holdings 39 Increased Positions 47 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Keener Financial Planning LLC Portfolio

Follow Keener Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keener Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keener Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email