StockDriftsStockDriftsTop 50 KERR FINANCIAL PLANNING Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 6.19% | 7.7K | $5.0M | new | $577.67(+23.72%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 5.76% | 22.3K | $4.7M | +4.57%(+974) | $172.86(+30.65%) | 2026-03-31 | |
| TSLA | TESLA INC | 5.32% | 11.5K | $4.3M | +0.51%(+58) | $342.50(+30.00%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.84% | 14.6K | $3.9M | +0.62%(+90) | $234.54(+27.43%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 3.85% | 12.1K | $3.1M | +0.86%(+103) | $219.68(+22.96%) | 2026-03-31 | |
| ARKK | ARK INNOVATION ETF | 3.22% | 34.8K | $2.6M | +17.19%(+5.10K) | $77.51(+0.69%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.84% | 3.2K | $2.3M | +6.43%(+196) | $646.64(+15.33%) | 2026-03-31 | |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 2.65% | 37.7K | $2.2M | +8.80%(+3.05K) | $57.03(-1.92%) | 2026-03-31 | |
| IYY | ISHARES DOW JONES U.S. ETF | 2.08% | 9.8K | $1.7M | +3.19%(+303) | $158.39(+13.75%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVIC | 1.95% | 4.9K | $1.6M | -0.24%(-12) | $152.55(+192.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -9.82% | -26.66% |
| Top 20 Holdings Unweighted | -6.04% | -17.04% |
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