Kelman Lazarov, Inc. Portfolio Holdings

Kelman Lazarov, Inc.

  • $507 Million
  • Q4 2024

Kelman Lazarov, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $507 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental U S Large C with a value of $54.2M, Schwab Strategic Tr Us Large C with a value of $51.8M, Vaneck Morningstar Wide Moat E with a value of $45.1M, Goldman Sachs ETF Tr Activebet with a value of $41.9M, and Goldman Sachs ETF Tr Activebet with a value of $30.3M.

Examining the 13F form we can see an decrease of $18.1M in the current position value, from $525M to 507M.

Kelman Lazarov, Inc. is based out at Memphis, TN

Below you can find more details about Kelman Lazarov, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $507 Million
ETFs: $465 Million
Financial Services: $18.6 Million
Consumer Cyclical: $5.63 Million
Communication Services: $4.65 Million
Technology: $4.57 Million
Consumer Defensive: $2.97 Million
Industrials: $2.18 Million
Healthcare: $2.08 Million
Other: $958,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.2 Million 10.7% of portfolio
2,289,225
Q4 2024 Added 182.7%
$0
$51.8 Million 10.22% of portfolio
1,858,695
Q4 2024 Added 278.57%
$0
$45.1 Million 8.9% of portfolio
525,528
Q4 2024 Reduced 4.1%
$0
$41.9 Million 8.28% of portfolio
364,141
Q4 2024 Reduced 0.91%
$0
$30.3 Million 5.98% of portfolio
961,175
Q4 2024 Added 0.16%
$0
$25.5 Million 5.02% of portfolio
252,997
Q4 2024 Added 2.8%
$0
$22.4 Million 4.42% of portfolio
194,455
Q4 2024 Reduced 4.66%
$0
$21.2 Million 4.19% of portfolio
234,930
Q4 2024 Added 1.86%
$0
$18.3 Million 3.61% of portfolio
236,633
Q4 2024 Added 0.94%
$0
$16.6 Million 3.27% of portfolio
570,000
Q4 2024 Reduced 2.22%
$0
$15.8 Million 3.11% of portfolio
461,488
Q4 2024 Added 1.38%
$0
$15.6 Million 3.07% of portfolio
250,000
Q4 2024 Added 0.42%
$0
$14.6 Million 2.88% of portfolio
159,356
Q4 2024 Added 12.5%
$0
$7.19 Million 1.42% of portfolio
137,385
Q4 2024 Reduced 3.56%
$0
$6.83 Million 1.35% of portfolio
369,312
Q4 2024 Added 78.06%
$0
$6.45 Million 1.27% of portfolio
150,218
Q4 2024 Reduced 18.25%
$0
$4.59 Million 0.91% of portfolio
92,189
Q4 2024 Added 16.93%
$0
$4.55 Million 0.9% of portfolio
74,079
Q4 2024 Added 1.08%
$0
$4.51 Million 0.89% of portfolio
87,157
Q4 2024 Added 2.16%
$0
$4.3 Million 0.85% of portfolio
85,711
Q4 2024 Reduced 8.83%
$0
$3.67 Million 0.72% of portfolio
8,942
Q4 2024 Reduced 4.05%
$0
$3.44 Million 0.68% of portfolio
5,865
Q4 2024 Reduced 5.95%
$0
$3.3 Million 0.65% of portfolio
33,659
Q4 2024 Added 1.24%
$0
$3.22 Million 0.64% of portfolio
43,143
Q4 2024 Reduced 4.44%
$0
$2.02 Million 0.4% of portfolio
22,716
Q4 2024 Added 10.41%
$0
$1.99 Million 0.39% of portfolio
67,026
Q4 2024 Added 101.93%
$0
$1.62 Million 0.32% of portfolio
29,683
Q4 2024 Reduced 21.01%
$0
$1.63 Million 0.32% of portfolio
2,858
Q4 2024 Reduced 15.09%
$0
$1.58 Million 0.31% of portfolio
49,609
Q4 2024 Reduced 4.77%
$0
$1.45 Million 0.29% of portfolio
30,947
Q4 2024 Reduced 3.23%
$0
$1.48 Million 0.29% of portfolio
8,721
Q4 2024 Reduced 1.09%
$0
$1.44 Million 0.28% of portfolio
2,445
Q4 2024 Reduced 21.66%
$0
$1.31 Million 0.26% of portfolio
16,771
Q4 2024 Reduced 6.07%
$0
$1.3 Million 0.26% of portfolio
7,139
Q4 2024 Added 2.85%
$0
$1.27 Million 0.25% of portfolio
8,850
Q4 2020 Added 100.0%
$0
$1.27 Million 0.25% of portfolio
12,685
Q4 2024 Added 9.41%
$0
$1.14 Million 0.22% of portfolio
40,971
Q4 2024 Added 205.66%
$0
$1.03 Million 0.2% of portfolio
2,425
Q2 2024 Reduced 0.04%
$0
$868,000 0.17% of portfolio
1,612
Q4 2024 Reduced 71.4%
$0
$780,000 0.15% of portfolio
19,048
Q4 2024 Added 4.72%
$0
$710,000 0.14% of portfolio
10,741
Q4 2024 Added 7.57%
$0
$689,000 0.14% of portfolio
6,469
Q3 2024 Reduced 0.6%
$0
$683,000 0.13% of portfolio
2,589
Q4 2024 Added 14.15%
$0
$653,000 0.13% of portfolio
29,984
Q4 2024 Added 0.34%
$0
$649,000 0.13% of portfolio
3,405
Q2 2022 Reduced 2.71%
$0
$538,000 0.11% of portfolio
19,125
Q4 2024 Added 0.36%
$0
$545,000 0.11% of portfolio
16,415
Q4 2024 Reduced 1.44%
$0
$535,000 0.11% of portfolio
4,053
Q4 2024 Reduced 1.94%
$0
$570,000 0.11% of portfolio
25,123
Q4 2024 Added 98.08%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $507 Million
  • Prior Value $525 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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