Kelman Lazarov, Inc. Portfolio Holdings

Kelman Lazarov, Inc.

  • $517 Million
  • Q1 2025

Kelman Lazarov, Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $517 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental U S Large C with a value of $53.8M, Vaneck Morningstar Wide Moat E with a value of $46.1M, Schwab Strategic Tr Us Large C with a value of $45.8M, Goldman Sachs ETF Tr Activebet with a value of $30.3M, and Goldman Sachs ETF Tr Activebet with a value of $27.9M.

Examining the 13F form we can see an increase of $10.6M in the current position value, from $507M to 517M.

Kelman Lazarov, Inc. is based out at Memphis, TN

Below you can find more details about Kelman Lazarov, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $517 Million
ETFs: $475 Million
Financial Services: $21.1 Million
Consumer Cyclical: $4.86 Million
Technology: $4.42 Million
Communication Services: $4.11 Million
Consumer Defensive: $3.37 Million
Healthcare: $2.04 Million
Industrials: $2 Million
Other: $259,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.8 Million 10.41% of portfolio
2,280,290
Q1 2025 Reduced 0.39%
$0
$46.1 Million 8.91% of portfolio
537,081
Q1 2025 Added 2.2%
$0
$45.8 Million 8.85% of portfolio
1,827,134
Q1 2025 Reduced 1.7%
$0
$30.3 Million 5.85% of portfolio
960,243
Q1 2025 Reduced 0.1%
$0
$27.9 Million 5.39% of portfolio
253,153
Q1 2025 Reduced 30.48%
$0
$27.3 Million 5.27% of portfolio
263,406
Q1 2025 Added 4.11%
$0
$22.8 Million 4.4% of portfolio
246,315
Q1 2025 Added 4.85%
$0
$21.2 Million 4.09% of portfolio
202,327
Q1 2025 Added 4.05%
$0
$20.9 Million 4.04% of portfolio
317,912
Q1 2025 New
$0
$19.4 Million 3.76% of portfolio
207,381
Q1 2025 Added 30.14%
$0
$19.1 Million 3.7% of portfolio
244,516
Q1 2025 Added 3.33%
$0
$18.1 Million 3.51% of portfolio
589,030
Q1 2025 Added 3.34%
$0
$17.1 Million 3.31% of portfolio
473,260
Q1 2025 Added 2.55%
$631B
$16.6 Million 3.21% of portfolio
31,189
Q1 2025 Reduced 1.79%
$0
$14.8 Million 2.87% of portfolio
254,011
Q1 2025 Added 1.6%
$0
$7.39 Million 1.43% of portfolio
136,869
Q1 2025 Reduced 0.38%
$0
$6.14 Million 1.19% of portfolio
102,082
Q1 2025 Reduced 1.33%
$0
$5.25 Million 1.01% of portfolio
104,895
Q1 2025 Added 13.78%
$0
$4.95 Million 0.96% of portfolio
99,659
Q1 2025 Added 16.27%
$0
$4.89 Million 0.95% of portfolio
73,814
Q1 2025 Reduced 0.36%
$0
$4.64 Million 0.9% of portfolio
90,098
Q1 2025 Added 3.37%
$0
$3.43 Million 0.66% of portfolio
44,858
Q1 2025 Added 3.98%
$0
$3.37 Million 0.65% of portfolio
9,078
Q1 2025 Added 1.52%
$0
$3.34 Million 0.65% of portfolio
33,660
Q1 2025 Added 0.0%
$0
$3.25 Million 0.63% of portfolio
5,807
Q1 2025 Reduced 0.99%
$0
$3.03 Million 0.59% of portfolio
69,041
Q1 2025 Reduced 54.04%
$3.35T
$2.57 Million 0.5% of portfolio
11,583
Q1 2025 Added 2.36%
$527B
$2.23 Million 0.43% of portfolio
4,066
Q1 2025 Added 0.17%
$1.07T
$2.05 Million 0.4% of portfolio
13,242
Q1 2025 Added 1.23%
$0
$1.83 Million 0.35% of portfolio
66,779
Q1 2025 Reduced 0.37%
$1T
$1.76 Million 0.34% of portfolio
6,789
Q1 2025 Added 2.09%
$0
$1.65 Million 0.32% of portfolio
3,100
Q1 2025 Added 8.47%
$427B
$1.6 Million 0.31% of portfolio
2
Q4 2023 Reduced 33.33%
$0
$1.53 Million 0.3% of portfolio
2,717
Q1 2025 Added 11.12%
$0
$1.51 Million 0.29% of portfolio
29,509
Q1 2025 Reduced 0.59%
$0
$1.44 Million 0.28% of portfolio
43,505
Q1 2025 Reduced 12.3%
$0
$1.38 Million 0.27% of portfolio
7,602
Q1 2025 Added 6.49%
$0
$1.37 Million 0.26% of portfolio
7,920
Q1 2025 Reduced 9.18%
$0
$1.29 Million 0.25% of portfolio
16,398
Q1 2025 Reduced 2.22%
$41.9B
$1.23 Million 0.24% of portfolio
7,785
Q1 2025 Reduced 3.44%
$3.75T
$1.24 Million 0.24% of portfolio
3,307
Q1 2025 Added 9.43%
$0
$1.21 Million 0.23% of portfolio
8,871
Q1 2025 Added 0.24%
$0
$1.19 Million 0.23% of portfolio
11,865
Q1 2025 Reduced 6.46%
$562B
$1.1 Million 0.21% of portfolio
1,183
Q1 2025 Reduced 2.63%
$0
$1.08 Million 0.21% of portfolio
41,100
Q1 2025 Added 0.31%
$0
$1.04 Million 0.2% of portfolio
24,880
Q1 2025 Added 30.62%
$0
$1.02 Million 0.2% of portfolio
2,430
Q1 2025 Added 0.21%
$281B
$957,000 0.19% of portfolio
1,829
Q1 2025 Reduced 1.93%
$260B
$989,000 0.19% of portfolio
11,267
Q1 2025 Added 0.18%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $517 Million
  • Prior Value $507 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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