Koss Olinger Consulting, LLC New Holdings in Q3 2024

Koss Olinger Consulting, LLC

  • $1.14 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
1.04K
New
$488.01 - $604.18 $509K - $631K
1.04K $610K
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
IEMG
Ishares Inc

ETFs
6.73K
New
$53.64 - $53.64 $361K - $361K
6.73K $360K
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
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
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
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.72K
New
$111.9 - $124.28 $193K - $214K
1.72K $212K
IWM
Ishares Russell 2000 ETF

ETFs
922
New
$200.87 - $224.6 $185K - $207K
922 $203K
PANW
Palo Alto Networks Inc

Technology
592
New
$294.18 - $368.01 $174K - $218K
592 $202K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.45K
New
$127.29 - $141.5 $185K - $205K
1.45K $202K
LYG
Lloyds Banking Group PLC

Financial Services
20.3K
New
$2.73 - $3.17 $55.3K - $64.3K
20.3K $63K
Ge Healthcare Technologies I
2.57K
New
N/A
2.57K $0
Wheels Up Experience Inc
10.8K
New
N/A
10.8K $0
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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