KerberRose Wealth Management, LLC

13F Filings History

Latest 13F report
Q2 2022 - Aug 11, 2022
Value $
$123M
Signature - Title
Gery Sadzewicz - CCO
Location
Shawano, WI
Summary
This page shows a list of all the recent 13F filings made by KerberRose Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KerberRose Wealth Management, LLC reported 115 stock holdings with total value $123M as of Q2 2022. Top holdings included SCHD, IVV, SPTM, TIP, and SCHX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2022 115 $123M $0 $0 SCHD, IVV, SPTM, TIP, SCHX 13F-HR 8/11/2022, 11:53 AM