Koss Olinger Consulting, LLC Incresed Positions in Q4 2024

Koss Olinger Consulting, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
410K
+ 158.86%
$90.42 - $94.5 $37M - $38.7M
668K $60.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.61M
+ 205.43%
$22.4 - $68.28 $148M - $452M
9.83M $228M
MSFT
Microsoft Corp

Technology
6.25K
+ 124.94%
$406.35 - $454.46 $2.54M - $2.84M
11.3K $4.74M
AMZN
Amazon Com Inc

Consumer Cyclical
8.41K
+ 41.1%
$180.88 - $232.93 $1.52M - $1.96M
28.9K $6.33M
AVGO
Broadcom Inc.

Technology
7.79K
+ 72.49%
$159.67 - $250.0 $1.24M - $1.95M
18.5K $4.3M
AAPL
Apple Inc.

Technology
8.49K
+ 47.15%
$221.69 - $259.02 $1.88M - $2.2M
26.5K $6.64M
PACB
Pacific Biosciences Of California, Inc.

Healthcare
1.2M
+ 150.0%
$1.55 - $2.65 $1.86M - $3.18M
2M $3.66M
Gsk PLC
5.58K
+ 8.95%
N/A
68K $2.3M
NVDA
Nvidia Corp

Technology
10.1K
+ 18.67%
$117.0 - $148.88 $1.18M - $1.5M
63.9K $8.58M
GOOG
Alphabet Inc.

Communication Services
6.94K
+ 27.09%
$163.08 - $198.16 $1.13M - $1.37M
32.5K $6.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31.6K
+ 10.69%
$96.64 - $101.23 $3.05M - $3.2M
327K $31.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
12.5K
+ 21.5%
$77.25 - $91.3 $963K - $1.14M
70.5K $6.01M
IVV
Ishares Core S&P 500 ETF

ETFs
1.9K
+ 16.26%
$570.51 - $610.59 $1.08M - $1.16M
13.6K $7.98M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
37.3K
+ 7.14%
$51.09 - $55.27 $1.9M - $2.06M
559K $28.6M
NKE
Nike, Inc.

Consumer Cyclical
16.6K
+ 65.43%
$73.36 - $89.13 $1.22M - $1.48M
41.9K $3.17M
GILD
Gilead Sciences, Inc.

Healthcare
6.78K
+ 21.55%
$83.95 - $97.9 $569K - $664K
38.2K $3.53M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
6.68K
+ 1.12%
$52.0 - $55.66 $347K - $372K
602K $32.2M
PLTR
Palantir Technologies Inc.

Technology
630
+ 3.28%
$36.46 - $82.38 $23K - $51.9K
19.9K $1.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
650
+ 0.54%
$94.43 - $105.47 $61.4K - $68.6K
121K $12.3M
ROKU
Roku, Inc

Communication Services
9.99K
+ 19.98%
$64.08 - $84.12 $640K - $841K
60K $4.46M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
47.1K
+ 3.77%
$36.54 - $37.53 $1.72M - $1.77M
1.3M $47.8M
Jakks Pac Inc
2.61K
+ 13.02%
N/A
22.6K $636K
IEFA
Ishares Tr

ETFs
9.11K
+ 310.21%
$70.06 - $77.43 $638K - $705K
12K $847K
CRSP
Crispr Therapeutics Ag

Healthcare
18.3K
+ 115.3%
$38.65 - $55.15 $707K - $1.01M
34.2K $1.35M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
55.7K
+ 4.66%
$19.42 - $19.79 $1.08M - $1.1M
1.25M $24.4M
Lithium Amers Corp New
57K
+ 44.14%
N/A
186K $553K
DIS
Walt Disney CO

Communication Services
1.8K
+ 7.88%
$92.39 - $117.6 $166K - $211K
24.6K $2.74M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
26.2K
+ 225.15%
$20.08 - $20.61 $525K - $539K
37.8K $760K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
2.58K
+ 0.73%
$55.05 - $58.86 $142K - $152K
357K $20.2M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
16.7K
+ 3.56%
$47.58 - $48.56 $794K - $811K
486K $23.2M
BBW
Build A Bear Workshop Inc

Consumer Cyclical
1.18K
+ 5.87%
$32.66 - $47.94 $38.7K - $56.8K
21.4K $984K
BAC
Bank Of America Corp

Financial Services
5.64K
+ 72.96%
$39.22 - $47.77 $221K - $269K
13.4K $587K
LYG
Lloyds Banking Group PLC

Financial Services
80.3K
+ 396.31%
$2.67 - $3.23 $214K - $259K
101K $274K
GVI
Ishares Tr

ETFs
8.48K
+ 3.57%
$103.89 - $107.05 $881K - $907K
246K $25.7M
PRDO
Perdoceo Education Corp

Consumer Defensive
2.22K
+ 8.19%
$20.61 - $28.08 $45.7K - $62.2K
29.3K $775K
REPX
Riley Exploration Permian, Inc.

Energy
2.13K
+ 11.64%
$25.96 - $36.88 $55.4K - $78.7K
20.5K $653K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.91K
+ 10.62%
$101.77 - $113.02 $195K - $216K
19.9K $2.11M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.82K
+ 19.45%
$19.38 - $19.58 $151K - $153K
48K $933K
SD
Sandridge Energy Inc

Energy
7.79K
+ 21.62%
$10.5 - $12.95 $81.8K - $101K
43.8K $513K
IXN
Ishares Global Information Tec

ETFs
246
+ 1.45%
$80.67 - $87.84 $19.8K - $21.6K
17.2K $1.45M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.56K
+ 6.0%
$20.6 - $20.71 $52.6K - $52.9K
45.1K $932K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2.12K
+ 14.05%
$23.25 - $23.56 $49.3K - $50K
17.2K $401K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.19K
+ 5.91%
$19.42 - $19.76 $42.5K - $43.2K
39.2K $763K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.92K
+ 15.35%
$18.28 - $18.87 $35K - $36.2K
14.4K $264K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.5K
+ 300.0%
$25.93 - $105.3 $194K - $790K
10K $279K
T
At&T Inc.

Communication Services
100
+ 0.76%
$21.22 - $23.88 $2.12K - $2.39K
13.2K $300K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
275
+ 1.61%
$23.02 - $23.23 $6.33K - $6.39K
17.3K $400K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
662
+ 3.04%
$22.1 - $22.59 $14.6K - $15K
22.4K $498K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
410
+ 1.78%
$22.72 - $23.0 $9.32K - $9.43K
23.5K $535K
Activity Summary
Buys All Purchases 105 New Holdings 26 Increased Positions 79 Sells All Sells 64 Reductions 64 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