Kearns & Associates LLC Portfolio Holdings
Kearns & Associates LLC
- $154 Million
- Q1 2025
Kearns & Associates LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $154 Million distributed in 42 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $47M, Vanguard Total Stock Market Et with a value of $45M, Vanguard Ftse Developed Market with a value of $15.2M, Vanguard Small Cap ETF with a value of $8.63M, and Spdr S&P 500 ETF Trust with a value of $5.38M.
Examining the 13F form we can see an decrease of $577K in the current position value, from $155M to 154M.
Below you can find more details about Kearns & Associates LLC portfolio as well as his latest detailed transactions.
Portfolio value
$154 Million
ETFs: $133 Million
Technology: $6.51 Million
Financial Services: $6.21 Million
Healthcare: $3.14 Million
Communication Services: $1.79 Million
Energy: $1.12 Million
Consumer Cyclical: $1.12 Million
Industrials: $572,000
Other: $804,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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