Kelman Lazarov, Inc. Purchases and Sells in Q1 2025

Kelman Lazarov, Inc.

$517 Million
Q1 2025

Top Buys

Incresed Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MBB	48K + 30.14%	$90.37 - $94.08 $4.34M - $4.52M	207K $19.4M
STIP	10.4K + 4.11%	$100.59 - $103.47 $1.05M - $1.08M	263K $27.3M
FNDE	19K + 3.34%	$28.11 - $32.0 $535K - $609K	589K $18.1M
BOND	11.4K + 4.85%	$89.27 - $92.9 $1.02M - $1.06M	246K $22.8M
FNDC	11.8K + 2.55%	$33.34 - $37.44 $392K - $441K	473K $17.1M
MOAT	11.6K + 2.2%	N/A	537K $46.1M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	318K New	$64.88 - $72.1 $20.6M - $22.9M	318K $20.9M
IWD	4.05K New	$182.82 - $196.21 $740K - $794K	4.05K $761K
IEFA	7.97K New	$69.57 - $78.65 $554K - $626K	7.97K $602K
SCHX	26.3K New	$21.75 - $24.28 $572K - $639K	26.3K $581K
IWM	1.82K New	$198.1 - $229.79 $360K - $417K	1.82K $362K
SPAB	11.8K New	$24.73 - $25.62 $292K - $303K	11.8K $302K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSLC	-111K - 30.48%	$108.02 - $120.45 $12M - $13.4M	253K $27.9M
SCHG	-31.6K - 1.7%	$24.91 - $29.02 $786K - $916K	1.83M $45.8M
GNMA	-81.2K - 54.04%	$42.17 - $44.04 $3.42M - $3.58M	69K $3.03M
MCHI	-26.5K - 85.5%	$43.71 - $58.65 $1.16M - $1.55M	4.49K $244K
FDX	-980 - 24.37%	$230.33 - $281.53 $226K - $276K	3.04K $741K
FNDX	-8.94K - 0.39%	$23.03 - $25.01 $206K - $223K	2.28M $53.8M

Activity Summary All Purchases 76 New Holdings 14 Increased Positions 62 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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