Koss Olinger Consulting, LLC Incresed Positions 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
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
4.12K
+ 2.91%
$38.71 - $42.43 $160K - $175K
146K $6.17M
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
MMM
3 M CO

Industrials
337
+ 4.19%
$99.69 - $139.42 $33.6K - $47K
8.38K $1.14M
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
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
USLM
United States Lime & Minerals Inc

Basic Materials
7.84K
+ 376.55%
$69.25 - $395.38 $543K - $3.1M
9.92K $968K
CMCSA
Comcast Corp

Communication Services
930
+ 1.48%
$37.33 - $41.78 $34.7K - $38.9K
63.9K $2.67M
WMT
Walmart Inc.

Consumer Defensive
2.05K
+ 68.3%
$66.91 - $81.4 $137K - $166K
5.04K $406K
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
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.82K
+ 3.88%
$29.23 - $33.51 $53.3K - $61.1K
48.8K $1.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
40
+ 0.83%
$517.38 - $573.86 $20.7K - $23K
4.87K $2.79M
NFLX
Netflix Inc

Communication Services
140
+ 7.5%
$598.55 - $722.26 $83.8K - $101K
2.01K $1.42M
IFF
International Flavors & Fragrances Inc

Basic Materials
128
+ 0.89%
$93.14 - $105.12 $11.9K - $13.5K
14.5K $1.52M
ABBV
Abb Vie Inc.

Healthcare
400
+ 18.47%
$163.84 - $199.33 $65.5K - $79.7K
2.57K $506K
IBM
International Business Machines Corp

Technology
63
+ 2.79%
$175.1 - $223.38 $11K - $14.1K
2.32K $512K
PFE
Pfizer Inc

Healthcare
1.6K
+ 2.08%
$27.7 - $31.39 $44.3K - $50.2K
78.4K $2.27M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
297
+ 1.83%
$25.91 - $34.55 $7.7K - $10.3K
16.5K $565K
PEP
Pepsico Inc

Consumer Defensive
621
+ 35.49%
$161.9 - $179.3 $101K - $111K
2.37K $403K
HRL
Hormel Foods Corp

Consumer Defensive
2.87K
+ 22.88%
$30.04 - $33.14 $86.2K - $95K
15.4K $488K
BELFB
Bel Fuse Inc.

Technology
49
+ 0.64%
$61.07 - $81.01 $2.99K - $3.97K
7.65K $600K
XCEM
Columbia ETF Tr Ii

ETFs
2.86K
+ 21.82%
$30.17 - $33.79 $86.3K - $96.6K
16K $521K
EBAY
Ebay Inc

Consumer Cyclical
111
+ 1.34%
$52.61 - $65.44 $5.84K - $7.26K
8.4K $546K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
76
+ 0.21%
$36.98 - $41.55 $2.81K - $3.16K
35.6K $1.46M
TMUS
T Mobile Us, Inc.

Communication Services
174
+ 9.3%
$175.14 - $206.36 $30.5K - $35.9K
2.04K $421K
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
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