Kelman Lazarov, Inc. Incresed Positions in Q3 2025

Kelman Lazarov, Inc.

  • $624 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
11.5K
+ 0.49%
$24.38 - $26.34 $281K - $303K
2.35M $61.7M
VUG
Vanguard Growth ETF

ETFs
6.17K
+ 68.26%
$433.97 - $484.08 $2.68M - $2.99M
15.2K $7.29M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.3K
+ 3.06%
$72.65 - $78.68 $821K - $889K
381K $29.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.95K
+ 0.96%
$108.46 - $120.63 $212K - $236K
204K $24.3M
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.04K
+ 0.34%
$33.13 - $36.31 $67.6K - $74.1K
605K $21.9M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
15K
+ 5.61%
$102.4 - $103.88 $1.53M - $1.55M
282K $29.1M
MBB
Ishares Tr

ETFs
13.5K
+ 6.32%
$92.46 - $95.73 $1.25M - $1.29M
227K $21.6M
VTV
Vanguard Value ETF

ETFs
7.62K
+ 96.17%
$175.51 - $186.57 $1.34M - $1.42M
15.5K $2.9M
BOND
Pimco Active Bond Exchange Tra

ETFs
11.4K
+ 4.77%
$90.83 - $93.81 $1.04M - $1.07M
251K $23.5M
AVDE
American Centy ETF Tr Avantis

ETFs
9.35K
+ 12.95%
$73.24 - $79.04 $685K - $739K
81.5K $6.43M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11.5K
+ 4.73%
$78.11 - $79.07 $897K - $908K
254K $20.1M
GOOGL
Alphabet Inc.

Communication Services
153
+ 1.16%
$174.36 - $254.72 $26.7K - $39K
13.3K $3.24M
TSLA
Tesla, Inc.

Consumer Cyclical
92
+ 1.35%
$293.94 - $444.72 $27K - $40.9K
6.9K $3.07M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
15.3K
+ 12.85%
$50.09 - $50.73 $769K - $779K
135K $6.82M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
564
+ 1.81%
$459.11 - $506.91 $259K - $286K
31.7K $15.9M
VV
Vanguard Large Cap ETF

ETFs
2.14K
+ 49.54%
$285.05 - $309.14 $609K - $660K
6.45K $1.99M
AAPL
Apple Inc.

Technology
621
+ 5.46%
$202.38 - $256.87 $126K - $160K
12K $3.05M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
13.3K
+ 33.28%
$41.18 - $42.48 $547K - $565K
53.2K $2.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
667
+ 31.07%
$567.77 - $614.76 $379K - $410K
2.81K $1.72M
SPY
Spdr S&P 500 ETF Trust

ETFs
339
+ 5.92%
$617.65 - $666.84 $209K - $226K
6.07K $4.04M
PEP
Pepsico Inc

Consumer Defensive
3.38K
+ 196.56%
$133.81 - $152.16 $452K - $514K
5.09K $715K
MINO
Pimco ETF Tr Municipal Income

ETFs
9.94K
+ 130.24%
$43.6 - $45.33 $433K - $450K
17.6K $795K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
16K
+ 57.45%
$25.21 - $25.99 $403K - $415K
43.8K $1.13M
IWB
Ishares Tr Russell 1000 ETF

ETFs
757
+ 45.99%
$339.37 - $366.46 $257K - $277K
2.4K $878K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.64K
+ 0.66%
N/A
551K $47.3M
FNDA
Schwab Fundamental U S Small C

ETFs
1.17K
+ 1.69%
$28.75 - $31.93 $33.6K - $37.3K
70.2K $2.19M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
324
+ 13.27%
$435.72 - $463.74 $141K - $150K
2.77K $1.28M
MSFT
Microsoft Corp

Technology
245
+ 7.22%
$491.09 - $535.64 $120K - $131K
3.64K $1.88M
SCHA
Schwab Strategic Tr Us Small C

ETFs
70
+ 0.11%
$25.29 - $28.33 $1.77K - $1.98K
64K $1.78M
JNJ
Johnson & Johnson

Healthcare
362
+ 12.53%
$155.17 - $185.42 $56.2K - $67.1K
3.25K $602K
ORCL
Oracle Corp

Technology
251
+ 21.94%
$218.96 - $328.33 $55K - $82.4K
1.4K $392K
AVSU
American Centy ETF Tr Avantis

ETFs
1.16K
+ 10.69%
$68.72 - $74.09 $79.6K - $85.9K
12K $883K
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.39%
$620.67 - $670.08 $6.21K - $6.7K
2.6K $1.74M
WMT
Walmart Inc.

Consumer Defensive
622
+ 5.43%
$94.4 - $104.27 $58.7K - $64.9K
12.1K $1.24M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
57
+ 1.86%
$567.09 - $607.37 $32.3K - $34.6K
3.11K $1.86M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
1.41K
+ 1.07%
$53.57 - $54.48 $75.6K - $76.9K
133K $7.19M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.13K
+ 2.24%
$28.15 - $30.13 $31.9K - $34.1K
51.8K $1.54M
IVE
Ishares S&P 500 Value ETF

ETFs
365
+ 10.68%
$194.44 - $206.51 $71K - $75.4K
3.78K $781K
AZO
Autozone Inc

Consumer Cyclical
17
+ 27.87%
$3649.42 - $4354.54 $62K - $74K
78 $334K
FDX
Fedex Corp

Industrials
307
+ 9.61%
$217.1 - $243.2 $66.6K - $74.7K
3.5K $825K
AXP
American Express CO

Financial Services
235
+ 14.8%
$294.27 - $342.31 $69.2K - $80.4K
1.82K $605K
MRK
Merck & Co., Inc.

Healthcare
792
+ 28.62%
$77.6 - $87.37 $61.5K - $69.2K
3.56K $298K
AMZN
Amazon Com Inc

Consumer Cyclical
344
+ 11.67%
$211.65 - $238.24 $72.8K - $82K
3.29K $722K
LOW
Lowes Companies Inc

Consumer Cyclical
163
+ 15.52%
$215.01 - $273.02 $35K - $44.5K
1.21K $304K
AVGO
Broadcom Inc.

Technology
89
+ 11.77%
$264.74 - $369.57 $23.6K - $32.9K
845 $278K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.1K
+ 22.06%
$40.43 - $44.52 $44.6K - $49.1K
6.1K $268K
IEFA
Ishares Tr

ETFs
380
+ 4.61%
$81.7 - $87.53 $31K - $33.3K
8.63K $753K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.09%
$279.83 - $293.74 $839 - $881
3.3K $968K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
254
+ 6.49%
$92.97 - $100.18 $23.6K - $25.4K
4.17K $414K
Activity Summary
Buys All Purchases 80 New Holdings 15 Increased Positions 65 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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