Kelman Lazarov, Inc. Purchases in Q1 2025

Kelman Lazarov, Inc.

  • $517 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ILCG
Ishares Morningstar Growth ETF
1
+ 0.03%
N/A
2.96K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.58K
+ 10.31%
$23.16 - $27.04 $36.5K - $42.6K
16.9K $395K
2023 ETF Series Trust Ii
14.6K
+ 4.37%
N/A
349K $0
American Centy ETF Tr
12.2K
+ 39.89%
N/A
42.9K $0
Vanguard Mun Bd Fds
3.84K
New
N/A
3.84K $0
MOTE
Vaneck ETF Tr Morningstar Esg

ETFs
1.02K
+ 5.34%
$26.4 - $29.18 $27K - $29.8K
20.1K $537K
PKW
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.2%
$109.15 - $120.99 $437 - $484
1.98K $223K
AVSU
American Centy ETF Tr Avantis

ETFs
491
+ 4.57%
$61.4 - $69.08 $30.1K - $33.9K
11.2K $700K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5
+ 0.21%
$408.78 - $448.82 $2.04K - $2.24K
2.43K $1.02M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.29%
$222.66 - $268.42 $668 - $805
1.04K $243K
XLG
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.04%
$45.72 - $51.73 $91.4 - $103
4.82K $221K
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.38%
$347.25 - $424.87 $1.39K - $1.7K
1.06K $388K
WMT
Walmart Inc.

Consumer Defensive
20
+ 0.18%
$84.5 - $105.05 $1.69K - $2.1K
11.3K $989K
MSFT
Microsoft Corp

Technology
285
+ 9.43%
$375.39 - $447.2 $107K - $127K
3.31K $1.24M
AXP
American Express CO

Financial Services
9
+ 0.57%
$255.39 - $325.87 $2.3K - $2.93K
1.59K $426K
DIS
Walt Disney CO

Communication Services
56
+ 1.45%
$96.87 - $114.0 $5.42K - $6.38K
3.93K $387K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
129
+ 0.31%
$25.58 - $29.24 $3.3K - $3.77K
41.1K $1.08M
IYY
Ishares Tr

ETFs
21
+ 0.24%
$134.05 - $149.75 $2.82K - $3.14K
8.87K $1.21M
GOOG
Alphabet Inc.

Communication Services
197
+ 5.68%
$156.06 - $207.71 $30.7K - $40.9K
3.67K $572K
AAPL
Apple Inc.

Technology
267
+ 2.36%
$209.68 - $247.1 $56K - $66K
11.6K $2.57M
VUG
Vanguard Growth ETF

ETFs
136
+ 1.52%
$369.1 - $427.61 $50.2K - $58.2K
9.08K $3.37M
GOOGL
Alphabet Inc.

Communication Services
161
+ 1.23%
$154.33 - $206.19 $24.8K - $33.2K
13.2K $2.05M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.01K
+ 1.6%
$57.21 - $65.8 $229K - $264K
254K $14.8M
TSLA
Tesla, Inc.

Consumer Cyclical
139
+ 2.09%
$222.15 - $428.22 $30.9K - $59.5K
6.79K $1.76M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.87K
+ 4.05%
$102.49 - $119.96 $807K - $944K
202K $21.2M
Activity Summary
Buys All Purchases 76 New Holdings 14 Increased Positions 62 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kelman Lazarov, Inc. Portfolio

Follow Kelman Lazarov, Inc. 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 Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email