Kelman Lazarov, Inc. Reduced Holdings in Q2 2024

Kelman Lazarov, Inc.

  • $494 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-133K
- 97.82%
$98.98 - $99.4 $13.1M - $13.2M
2.96K $293K
GNMA
Ishares Gnma Bond ETF

ETFs
-65.6K
- 24.4%
$42.04 - $43.45 $2.76M - $2.85M
203K $8.76M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.6K
- 0.66%
$83.97 - $89.72 $302K - $323K
541K $46.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-15K
- 27.78%
$73.13 - $75.43 $1.09M - $1.13M
38.9K $2.91M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-8.96K
- 4.14%
$37.19 - $39.82 $333K - $357K
208K $7.98M
FNDX
Schwab Fundamental U S Large C

ETFs
-135
- 0.02%
$63.87 - $67.55 $8.62K - $9.12K
800K $53.6M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-14K
- 3.7%
$98.05 - $107.78 $1.38M - $1.51M
365K $39.1M
NSC
Norfolk Southern Corp

Industrials
-500
- 12.13%
$209.9 - $253.39 $105K - $127K
3.62K $777K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-6.48K
- 46.35%
$36.61 - $38.62 $237K - $250K
7.5K $283K
AAPL
Apple Inc.

Technology
-4.07K
- 26.49%
$165.0 - $216.67 $672K - $882K
11.3K $2.38M
GBIL
Goldman Sachs Access Treasury

ETFs
-1.53K
- 9.78%
$99.66 - $100.12 $153K - $153K
14.1K $1.42M
YUM
Yum Brands Inc

Consumer Cyclical
-757
- 7.57%
$131.96 - $143.19 $99.9K - $108K
9.24K $1.22M
HD
Home Depot, Inc.

Consumer Cyclical
-300
- 22.03%
$325.1 - $368.03 $97.5K - $110K
1.06K $365K
MSFT
Microsoft Corp

Technology
-477
- 14.51%
$389.33 - $452.85 $186K - $216K
2.81K $1.26M
MCHI
Ishares Msci China ETF

ETFs
-4.57K
- 16.83%
$38.97 - $47.44 $178K - $217K
22.6K $952K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-962
- 2.79%
$89.19 - $93.47 $85.8K - $89.9K
33.5K $3.11M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.2K
- 17.53%
$76.22 - $82.36 $91.4K - $98.7K
5.64K $444K
IVV
Ishares Core S&P 500 ETF

ETFs
-288
- 9.23%
$497.53 - $549.64 $143K - $158K
2.83K $1.55M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.17K
- 6.36%
$76.35 - $77.35 $89.5K - $90.7K
17.3K $1.33M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-596
- 0.63%
$49.55 - $50.44 $29.5K - $30.1K
94.1K $4.72M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-6
- 0.18%
$516.55 - $556.17 $3.1K - $3.34K
3.38K $1.81M
MRK
Merck & Co., Inc.

Healthcare
-442
- 17.71%
$123.8 - $132.96 $54.7K - $58.8K
2.05K $254K
VTV
Vanguard Value ETF

ETFs
-278
- 3.07%
$154.57 - $163.65 $43K - $45.5K
8.77K $1.41M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-523
- 7.44%
$96.55 - $102.71 $50.5K - $53.7K
6.51K $649K
JNJ
Johnson & Johnson

Healthcare
-83
- 1.95%
$144.38 - $157.78 $12K - $13.1K
4.18K $610K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-140
- 1.01%
$75.69 - $81.19 $10.6K - $11.4K
13.8K $1.07M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-655
- 12.17%
$71.74 - $75.86 $47K - $49.7K
4.73K $350K
UNH
Unitedhealth Group Inc

Healthcare
-122
- 15.97%
$439.2 - $524.63 $53.6K - $64K
642 $326K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-251
- 3.13%
$45.24 - $49.04 $11.4K - $12.3K
7.76K $368K
JPM
Jpmorgan Chase & CO

Financial Services
-103
- 9.14%
$180.08 - $204.79 $18.5K - $21.1K
1.02K $207K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1
- 0.04%
$377.31 - $399.95 $377 - $400
2.43K $948K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-684
- 12.44%
$39.84 - $46.12 $27.3K - $31.5K
4.82K $220K
FNDF
Schwab Fundamental Intl Large

ETFs
-9
- 0.05%
$34.19 - $36.51 $308 - $329
16.7K $583K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-377
- 7.98%
$70.68 - $82.12 $26.6K - $31K
4.35K $352K
VIG
Vanguard Dividend Appreciation

ETFs
-32
- 0.46%
$173.33 - $185.29 $5.55K - $5.93K
6.94K $1.27M
PG
Procter & Gamble CO

Consumer Defensive
-95
- 2.01%
$155.33 - $168.56 $14.8K - $16K
4.64K $765K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-125
- 1.2%
$24.19 - $24.51 $3.02K - $3.06K
10.3K $251K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-48
- 1.18%
$68.68 - $73.31 $3.3K - $3.52K
4.03K $293K
ILCG
Ishares Morningstar Growth ETF
-99
- 3.23%
N/A
2.96K $0
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-61
- 2.62%
$102.41 - $112.98 $6.25K - $6.89K
2.27K $254K
GOOG
Alphabet Inc.

Communication Services
-700
- 16.79%
$151.94 - $186.86 $106K - $131K
3.47K $636K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-143
- 2.13%
$60.69 - $66.83 $8.68K - $9.56K
6.56K $434K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-13
- 1.66%
$316.15 - $367.33 $4.11K - $4.78K
772 $281K
AMGN
Amgen Inc

Healthcare
-10
- 1.36%
$262.75 - $319.31 $2.63K - $3.19K
724 $226K
FDX
Fedex Corp

Industrials
-118
- 2.01%
$245.11 - $299.84 $28.9K - $35.4K
5.77K $1.73M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-695
- 1.28%
$30.41 - $33.31 $21.1K - $23.2K
53.6K $1.75M
WMT
Walmart Inc.

Consumer Defensive
-560
- 4.73%
$58.85 - $68.9 $33K - $38.6K
11.3K $764K
NFLX
Netflix Inc

Communication Services
-4
- 0.32%
$550.64 - $686.12 $2.2K - $2.74K
1.25K $843K
TSLA
Tesla, Inc.

Consumer Cyclical
-111
- 1.61%
$142.05 - $197.88 $15.8K - $22K
6.77K $1.34M
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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