Kelman Lazarov, Inc. Incresed Positions in Q1 2025

Kelman Lazarov, Inc.

  • $517 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
48K
+ 30.14%
$90.37 - $94.08 $4.34M - $4.52M
207K $19.4M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
10.4K
+ 4.11%
$100.59 - $103.47 $1.05M - $1.08M
263K $27.3M
FNDE
Schwab Fundamental Emerging Mk

ETFs
19K
+ 3.34%
$28.11 - $32.0 $535K - $609K
589K $18.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
11.4K
+ 4.85%
$89.27 - $92.9 $1.02M - $1.06M
246K $22.8M
FNDC
Schwab Fundamental Intl Small

ETFs
11.8K
+ 2.55%
$33.34 - $37.44 $392K - $441K
473K $17.1M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
11.6K
+ 2.2%
N/A
537K $46.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.88K
+ 3.33%
$76.94 - $78.28 $607K - $617K
245K $19.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.91K
+ 309.05%
$360.07 - $417.26 $689K - $798K
2.53K $914K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
12.7K
+ 13.78%
$49.75 - $50.27 $632K - $639K
105K $5.25M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.9K
+ 16.27%
$49.25 - $50.66 $687K - $707K
99.7K $4.95M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.72K
+ 3.98%
$73.78 - $76.59 $127K - $131K
44.9K $3.43M
VO
Vanguard Mid Cap ETF

ETFs
704
+ 27.19%
$251.87 - $277.95 $177K - $196K
3.29K $851K
NVDA
Nvidia Corp

Technology
1.68K
+ 111.38%
$106.98 - $149.43 $180K - $252K
3.2K $346K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.94K
+ 3.37%
$51.26 - $52.53 $151K - $154K
90.1K $4.64M
PM
Philip Morris International Inc.

Consumer Defensive
112
+ 3.98%
$117.15 - $158.79 $13.1K - $17.8K
2.93K $464K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
988
+ 56.95%
$113.22 - $126.36 $112K - $125K
2.72K $312K
MA
Mastercard Inc

Financial Services
7
+ 0.17%
$504.67 - $576.31 $3.53K - $4.03K
4.07K $2.23M
IVV
Ishares Core S&P 500 ETF

ETFs
272
+ 11.12%
$554.06 - $615.85 $151K - $168K
2.72K $1.53M
JNJ
Johnson & Johnson

Healthcare
19
+ 0.48%
$142.06 - $167.7 $2.7K - $3.19K
3.97K $658K
VIG
Vanguard Dividend Appreciation

ETFs
463
+ 6.49%
N/A
7.6K $1.38M
AMGN
Amgen Inc

Healthcare
6
+ 0.44%
$258.59 - $327.36 $1.55K - $1.96K
1.36K $423K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.65K
+ 6.58%
$22.46 - $23.26 $37.1K - $38.4K
26.8K $620K
RWL
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.0%
$96.9 - $104.39 $96.9 - $104
33.7K $3.34M
MMM
3 M CO

Industrials
43
+ 2.29%
$129.7 - $155.12 $5.58K - $6.67K
1.92K $282K
MO
Altria Group, Inc.

Consumer Defensive
10
+ 0.23%
$50.81 - $60.02 $508 - $600
4.43K $265K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
242
+ 8.47%
$522.96 - $601.18 $127K - $145K
3.1K $1.65M
MKC
Mccormick & CO Inc

Consumer Defensive
68
+ 2.3%
$71.24 - $84.73 $4.84K - $5.76K
3.03K $248K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
15
+ 0.23%
$104.87 - $112.53 $1.57K - $1.69K
6.48K $711K
AMZN
Amazon Com Inc

Consumer Cyclical
514
+ 19.43%
$190.26 - $242.06 $97.8K - $124K
3.16K $601K
JPM
Jpmorgan Chase & CO

Financial Services
57
+ 5.6%
$225.19 - $279.95 $12.8K - $16K
1.08K $263K
TSCO
Tractor Supply CO

Consumer Cyclical
20
+ 0.27%
$51.66 - $57.94 $1.03K - $1.16K
7.54K $415K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
103
+ 0.34%
$21.49 - $22.24 $2.21K - $2.29K
30.1K $667K
QCOM
Qualcomm Inc

Technology
59
+ 3.54%
$151.94 - $175.86 $8.96K - $10.4K
1.73K $265K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
5
+ 0.12%
$76.77 - $82.22 $384 - $411
4.03K $320K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
45
+ 0.67%
$47.59 - $48.35 $2.14K - $2.18K
6.78K $327K
IVE
Ishares S&P 500 Value ETF

ETFs
13
+ 0.38%
$185.78 - $198.58 $2.42K - $2.58K
3.42K $651K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.58K
+ 10.31%
$23.16 - $27.04 $36.5K - $42.6K
16.9K $395K
ILCG
Ishares Morningstar Growth ETF
1
+ 0.03%
N/A
2.96K $0
American Centy ETF Tr
12.2K
+ 39.89%
N/A
42.9K $0
2023 ETF Series Trust Ii
14.6K
+ 4.37%
N/A
349K $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
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.13%
$126.86 - $146.45 $254 - $293
1.59K $202K
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
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
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