Kelman Lazarov, Inc. Purchases and Sells in Q3 2025

Kelman Lazarov, Inc.

$624 Million
Q3 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDX	11.5K + 0.49%	$24.38 - $26.34 $281K - $303K	2.35M $61.7M
VUG	6.17K + 68.26%	$433.97 - $484.08 $2.68M - $2.99M	15.2K $7.29M
SPLG	11.3K + 3.06%	$72.65 - $78.68 $821K - $889K	381K $29.9M
IJR	1.95K + 0.96%	$108.46 - $120.63 $212K - $236K	204K $24.3M
FNDE	2.04K + 0.34%	$33.13 - $36.31 $67.6K - $74.1K	605K $21.9M
STIP	15K + 5.61%	$102.4 - $103.88 $1.53M - $1.55M	282K $29.1M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SRCE	23.4K New	$58.3 - $65.7 $1.37M - $1.54M	23.4K $1.44M
IWR	7.28K New	$92.26 - $97.51 $672K - $710K	7.28K $703K
VB	2.38K New	$237.58 - $259.17 $566K - $618K	2.38K $605K
EFG	5.3K New	$106.99 - $114.46 $567K - $606K	5.3K $602K
SPDW	12.3K New	$39.8 - $42.86 $491K - $529K	12.3K $527K
AVDV	5.6K New	$79.24 - $89.03 $444K - $499K	5.6K $498K

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSIE	-23K - 2.4%	N/A	934K $29.4M
GNMA	-7.57K - 13.29%	$43.21 - $44.75 $327K - $339K	49.4K $2.19M
YUM	-1.53K - 19.75%	$139.5 - $153.94 $213K - $235K	6.2K $942K
VTEB	-5.78K - 6.84%	$48.5 - $50.19 $280K - $290K	78.8K $3.94M
BIV	-2.09K - 4.85%	$76.16 - $78.59 $159K - $164K	41K $3.2M
NVDA	-1.26K - 23.81%	$153.3 - $186.58 $193K - $235K	4.03K $751K

Activity Summary All Purchases 80 New Holdings 15 Increased Positions 65 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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