Kerber Rose Wealth Management, LLC New Holdings in Q2 2022

Kerber Rose Wealth Management, LLC

  • $123 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
9.15K
New
$51.03 - $67.01 $467K - $613K
9.15K $489K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.76K
New
$99.01 - $106.84 $471K - $509K
4.76K $484K
DHR
Danaher Corp

Healthcare
1.87K
New
$237.11 - $299.66 $444K - $562K
1.87K $475K
ABBV
Abb Vie Inc.

Healthcare
3.06K
New
$137.62 - $174.96 $420K - $535K
3.06K $468K
LRCX
Lam Research Corp

Technology
1.05K
New
$418.3 - $535.55 $437K - $560K
1.05K $445K
CMCSA
Comcast Corp

Communication Services
10.8K
New
$37.91 - $48.11 $409K - $519K
10.8K $424K
JNJ
Johnson & Johnson

Healthcare
2.36K
New
$168.19 - $186.01 $398K - $440K
2.36K $420K
XEL
Xcel Energy Inc

Utilities
5.91K
New
$63.91 - $76.34 $378K - $451K
5.91K $418K
IDV
Ishares Tr

ETFs
15.3K
New
$26.84 - $32.0 $411K - $490K
15.3K $416K
FAST
Fastenal CO

Industrials
7.97K
New
$48.48 - $60.15 $386K - $479K
7.97K $398K
LNT
Alliant Energy Corp

Utilities
6.53K
New
$54.75 - $65.16 $357K - $425K
6.53K $383K
T
At&T Inc.

Communication Services
17.7K
New
$17.92 - $21.32 $317K - $377K
17.7K $370K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.17K
New
$82.0 - $100.06 $178K - $218K
2.17K $370K
ETN
Eaton Corp PLC

Industrials
2.93K
New
$125.52 - $151.81 $368K - $445K
2.93K $369K
HD
Home Depot, Inc.

Consumer Cyclical
1.33K
New
$268.98 - $315.31 $359K - $421K
1.33K $366K
WMT
Walmart Inc.

Consumer Defensive
2.98K
New
$118.29 - $159.87 $352K - $476K
2.98K $362K
SO
Southern CO

Utilities
5.08K
New
$65.39 - $76.51 $332K - $388K
5.08K $362K
PEP
Pepsico Inc

Consumer Defensive
2.17K
New
$156.12 - $177.5 $338K - $384K
2.17K $361K
CSCO
Cisco Systems, Inc.

Technology
8.04K
New
$41.72 - $55.87 $335K - $449K
8.04K $343K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
13.9K
New
$23.88 - $25.63 $333K - $357K
13.9K $338K
MRK
Merck & Co., Inc.

Healthcare
3.68K
New
$83.49 - $94.64 $307K - $348K
3.68K $335K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
7.31K
New
$41.6 - $49.41 $304K - $361K
7.31K $330K
MUB
Ishares National Muni Bond ETF

ETFs
3.08K
New
$104.73 - $109.51 $323K - $338K
3.08K $328K
SHV
Ishares Tr

ETFs
2.95K
New
$109.96 - $110.28 $324K - $325K
2.95K $325K
IWS
Ishares Russell Midcap Value E

ETFs
3.18K
New
$99.42 - $121.64 $316K - $387K
3.18K $323K
XLP
Consumer Staples Sector Spdr

ETFs
4.37K
New
N/A
4.37K $316K
SCHO
Schwab Short Term Us Treasury

ETFs
6.36K
New
$48.73 - $49.59 $310K - $316K
6.36K $313K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3.76K
New
$78.1 - $97.98 $294K - $369K
3.76K $304K
MCD
Mcdonalds Corp

Consumer Cyclical
1.23K
New
$229.0 - $255.85 $281K - $314K
1.23K $303K
IYH
Ishares Tr

ETFs
1.12K
New
$249.77 - $300.0 $281K - $337K
1.12K $302K
NEAR
Blackrock Short Maturity Bond

ETFs
6.12K
New
$49.22 - $49.57 $301K - $303K
6.12K $301K
SPY
Spdr S&P 500 ETF Trust

ETFs
776
New
$365.86 - $456.8 $284K - $354K
776 $293K
CVS
Cvs Health Corp

Healthcare
3.07K
New
$88.66 - $106.64 $272K - $327K
3.07K $284K
INTC
Intel Corp

Technology
7.56K
New
$36.97 - $49.2 $280K - $372K
7.56K $283K
RTX
Raytheon Technologies Corp

Industrials
2.89K
New
$88.88 - $104.97 $257K - $303K
2.89K $277K
SNDR
Schneider National, Inc.

Industrials
12.3K
New
$21.21 - $25.02 $261K - $308K
12.3K $275K
COP
Conocophillips

Energy
3.07K
New
$87.89 - $122.71 $269K - $376K
3.07K $275K
WEC
Wec Energy Group, Inc.

Utilities
2.73K
New
$90.37 - $108.28 $246K - $295K
2.73K $274K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.02K
New
$126.2 - $153.17 $255K - $310K
2.02K $262K
CAT
Caterpillar Inc

Industrials
1.46K
New
$178.67 - $235.08 $261K - $343K
1.46K $261K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
10.2K
New
$24.51 - $28.87 $251K - $295K
10.2K $260K
ASB
Associated Banc Corp

Financial Services
14.2K
New
$18.01 - $22.48 $256K - $319K
14.2K $259K
PRU
Prudential Financial Inc

Financial Services
2.64K
New
$91.33 - $121.06 $241K - $320K
2.64K $253K
MET
Metlife Inc

Financial Services
4K
New
$60.87 - $72.44 $243K - $289K
4K $251K
KO
Coca Cola CO

Consumer Defensive
3.98K
New
$59.07 - $66.21 $235K - $263K
3.98K $250K
NOW
Service Now, Inc.

Technology
525
New
$412.25 - $574.82 $216K - $302K
525 $250K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
10.6K
New
$22.84 - $24.92 $242K - $265K
10.6K $249K
USB
Us Bancorp \De\

Financial Services
5.34K
New
$45.41 - $53.07 $243K - $283K
5.34K $246K
PM
Philip Morris International Inc.

Consumer Defensive
2.48K
New
$95.66 - $108.57 $237K - $269K
2.48K $244K
Activity Summary
Buys All Purchases 115 New Holdings 115 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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