Kohmann Bosshard Financial Services, LLC Incresed Positions in Q3 2025

Kohmann Bosshard Financial Services, LLC

  • $931 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
129K
+ 2.04%
$24.46 - $26.5 $3.16M - $3.42M
6.46M $170M
SCHA
Schwab Strategic Tr Us Small C

ETFs
41.1K
+ 3.22%
$25.29 - $28.33 $1.04M - $1.16M
1.31M $36.7M
AAPL
Apple Inc.

Technology
6.91K
+ 17.14%
$202.38 - $256.87 $1.4M - $1.77M
47.2K $12M
VEA
Vanguard Ftse Developed Market

ETFs
97
+ 0.01%
$56.02 - $60.3 $5.43K - $5.85K
1.25M $75.1M
NVDA
Nvidia Corp

Technology
14.9K
+ 99.52%
$153.3 - $186.58 $2.28M - $2.77M
29.8K $5.56M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
109K
+ 4.17%
$22.9 - $23.58 $2.49M - $2.57M
2.72M $63.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
27.2K
+ 3.45%
$78.96 - $80.04 $2.15M - $2.18M
816K $65.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
34.8K
+ 2.79%
$26.44 - $27.1 $919K - $942K
1.28M $34.5M
VNQ
Vanguard Specialized Funds Van

ETFs
6.72K
+ 2.77%
$88.47 - $93.24 $595K - $627K
250K $22.8M
IVV
Ishares Core S&P 500 ETF

ETFs
1.41K
+ 28.41%
$620.67 - $670.08 $873K - $942K
6.36K $4.25M
GOOG
Alphabet Inc.

Communication Services
1.58K
+ 21.77%
$175.16 - $255.24 $276K - $403K
8.83K $2.15M
META
Meta Platforms, Inc.

Communication Services
1.15K
+ 90.61%
$695.21 - $791.73 $798K - $909K
2.42K $1.77M
GOOGL
Alphabet Inc.

Communication Services
1.39K
+ 19.91%
$174.36 - $254.72 $243K - $355K
8.4K $2.04M
AMZN
Amazon Com Inc

Consumer Cyclical
3.54K
+ 46.73%
$211.65 - $238.24 $748K - $842K
11.1K $2.44M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
26.3K
+ 2.85%
$23.54 - $23.97 $619K - $630K
948K $22.7M
TSLA
Tesla, Inc.

Consumer Cyclical
924
+ 104.52%
$293.94 - $444.72 $272K - $411K
1.81K $804K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
5.09K
+ 94.89%
$99.12 - $99.52 $504K - $506K
10.5K $1.04M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.38K
+ 16.79%
$92.26 - $97.51 $219K - $232K
16.5K $1.6M
IWM
Ishares Russell 2000 ETF

ETFs
727
+ 33.43%
$214.92 - $244.84 $156K - $178K
2.9K $702K
JPM
Jpmorgan Chase & CO

Financial Services
348
+ 7.55%
$282.78 - $316.06 $98.4K - $110K
4.96K $1.56M
AVGO
Broadcom Inc.

Technology
63
+ 1.76%
$264.74 - $369.57 $16.7K - $23.3K
3.64K $1.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
330
+ 16.14%
$459.11 - $506.91 $152K - $167K
2.38K $1.19M
CAT
Caterpillar Inc

Industrials
124
+ 7.84%
$390.92 - $477.15 $48.5K - $59.2K
1.71K $814K
MSFT
Microsoft Corp

Technology
59
+ 0.76%
$491.09 - $535.64 $29K - $31.6K
7.78K $4.03M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.27K
+ 33.86%
$87.29 - $93.61 $110K - $118K
5K $466K
HD
Home Depot, Inc.

Consumer Cyclical
110
+ 5.57%
$357.4 - $423.42 $39.3K - $46.6K
2.09K $844K
XOM
Exxon Mobil Corp

Energy
730
+ 10.42%
$105.83 - $117.22 $77.3K - $85.6K
7.74K $872K
XLK
Technology Sector Spdr

ETFs
7
+ 0.18%
$250.97 - $282.66 $1.76K - $1.98K
3.82K $1.08M
VDE
Vanguard Energy ETF

ETFs
610
+ 13.19%
$118.37 - $129.65 $72.2K - $79.1K
5.24K $658K
JNJ
Johnson & Johnson

Healthcare
94
+ 3.71%
$155.17 - $185.42 $14.6K - $17.4K
2.63K $487K
QUAL
Ishares Msci Usa Quality Facto

ETFs
365
+ 15.05%
$182.33 - $194.5 $66.6K - $71K
2.79K $542K
TD
Toronto Dominion Bank

Financial Services
540
+ 9.64%
$72.55 - $79.95 $39.2K - $43.2K
6.14K $490K
WMT
Walmart Inc.

Consumer Defensive
360
+ 5.41%
$94.4 - $104.27 $34K - $37.5K
7.01K $722K
VTV
Vanguard Value ETF

ETFs
1
+ 0.02%
$175.51 - $186.57 $176 - $187
6.43K $1.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.05%
$339.37 - $366.46 $339 - $366
2.21K $805K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
200
+ 0.8%
$6.18 - $9.0 $1.24K - $1.8K
25.2K $226K
SFL
Sfl Corp Ltd.

Industrials
7.5K
+ 60.0%
$7.53 - $9.48 $56.5K - $71.1K
20K $150K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
281
+ 1.9%
$97.75 - $100.75 $27.5K - $28.3K
15.1K $1.51M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
643
+ 5.08%
$23.82 - $25.84 $15.3K - $16.6K
13.3K $341K
IEFA
Ishares Tr

ETFs
18
+ 0.22%
$81.7 - $87.53 $1.47K - $1.58K
8.18K $714K
ETN
Eaton Corp PLC

Industrials
28
+ 2.21%
$342.99 - $392.76 $9.6K - $11K
1.3K $485K
MCD
Mcdonalds Corp

Consumer Cyclical
35
+ 2.44%
$291.67 - $316.99 $10.2K - $11.1K
1.47K $447K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.03%
$181.56 - $190.33 $182 - $190
3.42K $648K
DUK
Duke Energy Corp

Utilities
25
+ 1.04%
$116.31 - $125.93 $2.91K - $3.15K
2.43K $300K
ENVX
Enovix Corp

Industrials
2K
+ 14.29%
$8.0 - $15.93 $16K - $31.9K
16K $159K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
419
+ 0.57%
$20.41 - $20.67 $8.55K - $8.66K
73.7K $1.52M
SPTS
Spdr Portfolio Short Term Trea

ETFs
316
+ 0.72%
$29.12 - $29.34 $9.2K - $9.27K
44K $1.29M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
355
+ 0.64%
$19.61 - $19.79 $6.96K - $7.03K
55.5K $1.09M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
74
+ 0.12%
$18.61 - $18.94 $1.38K - $1.4K
63.7K $1.2M
Activity Summary
Buys All Purchases 189 New Holdings 131 Increased Positions 58 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kohmann Bosshard Financial Services, LLC Portfolio

Follow Kohmann Bosshard Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kohmann Bosshard Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kohmann Bosshard Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email