Koss Olinger Consulting, LLC Purchases in Q3 2024

Koss Olinger Consulting, LLC

  • $1.14 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
508K
+ 3702.38%
$48.51 - $52.86 $24.6M - $26.8M
522K $27.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.5K
+ 0.48%
$61.11 - $67.85 $946K - $1.05M
3.22M $218M
JPSE
J P Morgan Diversified Return

ETFs
15.5K
+ 1.3%
$43.03 - $48.28 $669K - $750K
1.21M $58.2M
NVDA
Nvidia Corp

Technology
31.3K
+ 139.06%
$98.91 - $134.91 $3.1M - $4.23M
53.9K $6.54M
SPMD
Spdr Portfolio

ETFs
19.8K
+ 2.53%
$50.29 - $54.92 $997K - $1.09M
805K $44M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.7K
+ 1.58%
$36.02 - $41.68 $459K - $531K
819K $33.8M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
364
+ 0.06%
$69.16 - $76.64 $25.2K - $27.9K
660K $49.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.3K
+ 3.96%
$96.25 - $101.98 $1.08M - $1.15M
296K $29.9M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
14.2K
+ 1.14%
$36.06 - $37.66 $511K - $533K
1.25M $47.1M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
33.1K
+ 2.84%
$19.08 - $19.89 $631K - $658K
1.2M $23.8M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
2.88K
+ 0.82%
$50.43 - $55.76 $145K - $161K
355K $19.8M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.37K
+ 0.72%
$47.18 - $48.74 $159K - $164K
469K $22.9M
ROKU
Roku, Inc

Communication Services
8
+ 0.02%
$51.67 - $77.48 $413 - $620
50K $3.73M
EFG
Msci Eafe Growth ETF

ETFs
670
+ 0.62%
$96.84 - $108.77 $64.9K - $72.9K
109K $11.7M
UNH
Unitedhealth Group Inc

Healthcare
1.04K
New
$488.01 - $604.18 $509K - $631K
1.04K $610K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
4.12K
+ 2.91%
$38.71 - $42.43 $160K - $175K
146K $6.17M
CRGY
Crescent Energy CO

Energy
48.7K
New
$10.19 - $12.5 $496K - $609K
48.7K $532K
HD
Home Depot, Inc.

Consumer Cyclical
1.17K
New
$333.64 - $405.2 $390K - $473K
1.17K $473K
AAPL
Apple Inc.

Technology
262
+ 1.48%
$207.23 - $234.82 $54.3K - $61.5K
18K $4.19M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
1.11K
+ 1.9%
$54.75 - $61.2 $60.7K - $67.9K
59.3K $3.63M
MSFT
Microsoft Corp

Technology
1.08K
+ 27.46%
$395.15 - $467.56 $426K - $504K
5K $2.15M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
3.06K
+ 0.82%
$21.61 - $22.87 $66K - $69.9K
374K $8.49M
IVV
Ishares Core S&P 500 ETF

ETFs
45
+ 0.39%
$520.18 - $576.82 $23.4K - $26K
11.7K $6.73M
IEMG
Ishares Inc

ETFs
6.73K
New
$53.64 - $53.64 $361K - $361K
6.73K $360K
MMM
3 M CO

Industrials
337
+ 4.19%
$99.69 - $139.42 $33.6K - $47K
8.38K $1.14M
MO
Altria Group, Inc.

Consumer Defensive
5.72K
New
$45.95 - $54.71 $263K - $313K
5.72K $292K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.5K
New
$92.63 - $105.69 $232K - $264K
2.5K $260K
KO
Coca Cola CO

Consumer Defensive
2.67K
+ 47.89%
$62.69 - $73.01 $167K - $195K
8.24K $592K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
485
+ 0.65%
$32.04 - $37.11 $15.5K - $18K
75.5K $2.75M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
12.5K
New
$18.12 - $18.92 $226K - $236K
12.5K $234K
IEFA
Ishares Tr

ETFs
2.94K
New
$70.09 - $78.74 $206K - $231K
2.94K $229K
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
115
+ 3.5%
$136.85 - $238.3 $15.7K - $27.4K
3.4K $695K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
65
+ 0.93%
$475.2 - $527.7 $30.9K - $34.3K
7.02K $3.7M
GE
General Electric CO

Industrials
7
+ 0.09%
$156.66 - $189.66 $1.1K - $1.33K
7.52K $1.42M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.03K
+ 8.3%
$51.58 - $53.79 $156K - $163K
39.5K $2.12M
DUK
Duke Energy Corp

Utilities
1.91K
New
$99.35 - $117.71 $190K - $225K
1.91K $220K
AEP
American Electric Power CO Inc

Utilities
2.11K
New
$87.11 - $104.95 $184K - $221K
2.11K $216K
UBER
Uber Technologies, Inc

Technology
2.85K
New
$58.48 - $77.47 $167K - $221K
2.85K $214K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.72K
New
$111.9 - $124.28 $193K - $214K
1.72K $212K
USLM
United States Lime & Minerals Inc

Basic Materials
7.84K
+ 376.55%
$69.25 - $395.38 $543K - $3.1M
9.92K $968K
WMT
Walmart Inc.

Consumer Defensive
2.05K
+ 68.3%
$66.91 - $81.4 $137K - $166K
5.04K $406K
CMCSA
Comcast Corp

Communication Services
930
+ 1.48%
$37.33 - $41.78 $34.7K - $38.9K
63.9K $2.67M
IWM
Ishares Russell 2000 ETF

ETFs
922
New
$200.87 - $224.6 $185K - $207K
922 $203K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.45K
New
$127.29 - $141.5 $185K - $205K
1.45K $202K
PANW
Palo Alto Networks Inc

Technology
592
New
$294.18 - $368.01 $174K - $218K
592 $202K
AMRK
A Mark Precious Metals, Inc.

Financial Services
90
+ 0.54%
$32.3 - $46.92 $2.91K - $4.22K
16.6K $734K
JNJ
Johnson & Johnson

Healthcare
765
+ 16.38%
$145.48 - $167.38 $111K - $128K
5.43K $880K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
259
+ 1.3%
$23.94 - $34.37 $6.2K - $8.9K
20.2K $693K
AVGO
Broadcom Inc.

Technology
9.71K
+ 933.56%
$136.27 - $1745.86 $1.32M - $17M
10.7K $1.85M
Activity Summary
Buys All Purchases 146 New Holdings 18 Increased Positions 128 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Koss Olinger Consulting, LLC Portfolio

Follow Koss Olinger Consulting, 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 Koss Olinger Consulting, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Koss Olinger Consulting, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email