Kelman Lazarov, Inc. Incresed Positions in Q4 2024

Kelman Lazarov, Inc.

  • $507 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
17.7K
+ 12.5%
$91.26 - $95.82 $1.62M - $1.7M
159K $14.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.37M
+ 278.57%
$25.93 - $105.3 $35.5M - $144M
1.86M $51.8M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
13.4K
+ 16.93%
$49.74 - $50.43 $664K - $673K
92.2K $4.59M
UNH
Unitedhealth Group Inc

Healthcare
1.22K
+ 190.5%
$485.52 - $625.25 $594K - $765K
1.87K $943K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.9K
+ 2.8%
$100.24 - $101.35 $691K - $699K
253K $25.5M
AAPL
Apple Inc.

Technology
23
+ 0.2%
$221.69 - $259.02 $5.1K - $5.96K
11.3K $2.83M
AMGN
Amgen Inc

Healthcare
676
+ 99.71%
$258.78 - $328.31 $175K - $222K
1.35K $352K
PG
Procter & Gamble CO

Consumer Defensive
820
+ 17.68%
$161.05 - $179.7 $132K - $147K
5.46K $915K
GBIL
Goldman Sachs Access Treasury

ETFs
1.09K
+ 9.41%
$99.85 - $100.22 $109K - $109K
12.7K $1.27M
EMB
Ishares Tr

ETFs
2.14K
+ 10.41%
$88.94 - $93.46 $191K - $200K
22.7K $2.02M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.05K
+ 0.42%
$61.68 - $67.87 $64.5K - $71K
250K $15.6M
AVSU
American Centy ETF Tr Avantis

ETFs
756
+ 7.57%
$64.29 - $69.59 $48.6K - $52.6K
10.7K $710K
MSFT
Microsoft Corp

Technology
182
+ 6.41%
$406.35 - $454.46 $74K - $82.7K
3.02K $1.27M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.5K
+ 0.16%
N/A
961K $30.3M
VIG
Vanguard Dividend Appreciation

ETFs
198
+ 2.85%
N/A
7.14K $1.3M
RWL
Invesco Exchange Traded Fd Tr

ETFs
412
+ 1.24%
$97.11 - $104.1 $40K - $42.9K
33.7K $3.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
27.6K
+ 205.66%
$27.54 - $83.04 $759K - $2.29M
41K $1.14M
FNDA
Schwab Fundamental U S Small C

ETFs
33.8K
+ 101.93%
$29.26 - $59.11 $990K - $2M
67K $1.99M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.65K
+ 100.0%
$25.33 - $51.16 $194K - $391K
15.3K $395K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
859
+ 4.72%
$40.84 - $42.74 $35.1K - $36.7K
19K $780K
American Centy ETF Tr
9.95K
+ 47.92%
N/A
30.7K $0
Pimco ETF Tr
30K
+ 3.71%
N/A
838K $0
NUSC
Nuveen Esg Small Cap ETF

ETFs
120
+ 2.29%
$41.74 - $46.2 $5.01K - $5.54K
5.35K $224K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.85K
+ 2.16%
$51.58 - $52.91 $95.2K - $97.6K
87.2K $4.51M
MOTE
Vaneck ETF Tr Morningstar Esg

ETFs
68
+ 0.36%
$28.16 - $30.02 $1.91K - $2.04K
19.1K $538K
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.97K
+ 197.78%
$25.79 - $80.4 $257K - $802K
15K $391K
PEP
Pepsico Inc

Consumer Defensive
84
+ 5.39%
$151.29 - $176.1 $12.7K - $14.8K
1.64K $249K
MRK
Merck & Co., Inc.

Healthcare
88
+ 4.28%
$96.31 - $114.76 $8.48K - $10.1K
2.14K $213K
QCOM
Qualcomm Inc

Technology
36
+ 2.21%
$150.4 - $178.04 $5.41K - $6.41K
1.67K $256K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
103
+ 0.34%
$21.66 - $22.69 $2.23K - $2.34K
30K $653K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12.4K
+ 98.08%
$22.63 - $47.53 $282K - $591K
25.1K $570K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
113
+ 2.11%
$75.65 - $83.47 $8.55K - $9.43K
5.47K $416K
TSCO
Tractor Supply CO

Consumer Cyclical
6.02K
+ 400.0%
$52.59 - $303.74 $316K - $1.83M
7.52K $399K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.21K
+ 0.94%
$77.02 - $78.58 $170K - $174K
237K $18.3M
AVDE
American Centy ETF Tr Avantis

ETFs
790
+ 1.08%
$60.9 - $66.69 $48.1K - $52.7K
74.1K $4.55M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.28K
+ 1.86%
$90.42 - $94.5 $387K - $405K
235K $21.2M
FNDC
Schwab Fundamental Intl Small

ETFs
6.27K
+ 1.38%
$33.92 - $38.03 $213K - $238K
461K $15.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
162K
+ 78.06%
$18.41 - $40.87 $2.98M - $6.62M
369K $6.83M
FNDX
Schwab Fundamental U S Large C

ETFs
1.48M
+ 182.7%
$23.49 - $71.77 $34.8M - $106M
2.29M $54.2M
Activity Summary
Buys All Purchases 44 New Holdings 4 Increased Positions 40 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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