Koesten, Hirschmann & Crabtree, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 223 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 $41B, Vanguard Large Cap ETF with a value of $27.1B, Schwab Strategic Tr Intl Eqty with a value of $21.4B, Schwab Strategic Tr Us Large C with a value of $19.2B, and Vanguard Small Cap ETF with a value of $15.1B.

Examining the 13F form we can see an increase of $15.9B in the current position value, from $156B to 172B.

Koesten, Hirschmann & Crabtree, Inc. is based out at Overland Park, KS

Below you can find more details about Koesten, Hirschmann & Crabtree, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
ETFs: $162 Billion
Technology: $4.43 Billion
Consumer Defensive: $1.63 Billion
Communication Services: $1.14 Billion
Financial Services: $604 Million
Energy: $246 Million
Healthcare: $246 Million
Industrials: $113 Million
Other: $194 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $172 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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