Kelman Lazarov, Inc. Incresed Positions in Q2 2025

Kelman Lazarov, Inc.

  • $575 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.02M
+ 3877.07%
$19.6 - $24.44 $20M - $24.9M
1.05M $25.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
40.5K
+ 2.22%
$22.27 - $29.21 $902K - $1.18M
1.87M $54.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
52K
+ 16.36%
$58.41 - $72.69 $3.04M - $3.78M
370K $26.9M
FNDX
Schwab Fundamental U S Large C

ETFs
53.9K
+ 2.36%
$20.84 - $24.54 $1.12M - $1.32M
2.33M $57.3M
FNDC
Schwab Fundamental Intl Small

ETFs
2.5K
+ 0.53%
$32.97 - $42.05 $82.5K - $105K
476K $20M
FNDE
Schwab Fundamental Emerging Mk

ETFs
14.4K
+ 2.44%
$26.66 - $33.09 $384K - $476K
603K $19.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
36.2K
+ 9.94%
$17.76 - $22.1 $643K - $800K
400K $8.85M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.27K
+ 3.25%
$51.16 - $62.02 $423K - $513K
262K $16.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
47K
+ 278.58%
$20.42 - $25.3 $960K - $1.19M
63.9K $1.62M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
74
+ 0.04%
$90.56 - $109.49 $6.7K - $8.1K
202K $22.1M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
14.6K
+ 13.89%
$49.18 - $50.17 $717K - $731K
119K $5.99M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
15.1K
+ 60.57%
$40.66 - $41.98 $613K - $633K
39.9K $1.67M
MBB
Ishares Tr

ETFs
5.7K
+ 2.75%
$91.41 - $94.22 $521K - $537K
213K $20M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
796
+ 58.92%
$456.74 - $568.03 $364K - $452K
2.15K $1.22M
NVDA
Nvidia Corp

Technology
2.09K
+ 65.46%
$94.31 - $157.99 $197K - $331K
5.29K $835K
MSFT
Microsoft Corp

Technology
86
+ 2.6%
$354.56 - $497.45 $30.5K - $42.8K
3.39K $1.69M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
16K
+ 135.03%
$24.98 - $25.66 $399K - $410K
27.8K $711K
TSLA
Tesla, Inc.

Consumer Cyclical
22
+ 0.32%
$221.86 - $362.89 $4.88K - $7.98K
6.81K $2.16M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.58K
+ 23.31%
$22.92 - $28.05 $220K - $269K
50.7K $1.42M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.3K
+ 1.25%
$102.02 - $103.5 $337K - $342K
267K $27.4M
FNDA
Schwab Fundamental U S Small C

ETFs
2.25K
+ 3.36%
$23.85 - $28.69 $53.5K - $64.4K
69K $1.98M
IYY
Ishares Tr

ETFs
19
+ 0.21%
$120.9 - $150.87 $2.3K - $2.87K
8.89K $1.34M
WMT
Walmart Inc.

Consumer Defensive
182
+ 1.62%
$81.79 - $99.98 $14.9K - $18.2K
11.4K $1.12M
GOOG
Alphabet Inc.

Communication Services
141
+ 3.85%
$146.58 - $180.01 $20.7K - $25.4K
3.81K $675K
JPM
Jpmorgan Chase & CO

Financial Services
182
+ 16.93%
$210.28 - $289.91 $38.3K - $52.8K
1.26K $364K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.05K
+ 6.4%
$77.94 - $79.5 $81.8K - $83.5K
17.4K $1.39M
PM
Philip Morris International Inc.

Consumer Defensive
100
+ 3.41%
$149.23 - $184.95 $14.9K - $18.5K
3.03K $551K
IEFA
Ishares Tr

ETFs
284
+ 3.57%
$67.83 - $84.09 $19.3K - $23.9K
8.25K $688K
AXP
American Express CO

Financial Services
3
+ 0.19%
$231.39 - $318.98 $694 - $957
1.59K $506K
IWB
Ishares Tr Russell 1000 ETF

ETFs
20
+ 1.23%
$272.36 - $339.57 $5.45K - $6.79K
1.65K $558K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
12
+ 0.49%
$376.48 - $440.65 $4.52K - $5.29K
2.44K $1.08M
HD
Home Depot, Inc.

Consumer Cyclical
139
+ 13.11%
$335.24 - $380.78 $46.6K - $52.9K
1.2K $439K
SCHV
Schwab Strategic Tr Us Large C

ETFs
778
+ 5.34%
$23.55 - $27.67 $18.3K - $21.5K
15.3K $424K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
28
+ 0.62%
$73.02 - $90.22 $2.04K - $2.53K
4.56K $407K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.19%
$113.67 - $150.4 $341 - $451
1.59K $239K
AVSE
American Centy ETF Tr Avantis

ETFs
16
+ 0.34%
$45.56 - $58.63 $729 - $938
4.74K $278K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$40.94 - $52.1 $40.9 - $52.1
4.82K $251K
MOTE
Vaneck ETF Tr Morningstar Esg

ETFs
289
+ 1.43%
$23.36 - $27.8 $6.75K - $8.03K
20.4K $566K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.02%
$166.82 - $194.23 $167 - $194
4.05K $786K
QCOM
Qualcomm Inc

Technology
58
+ 3.36%
$124.66 - $159.48 $7.23K - $9.25K
1.78K $284K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
70
+ 1.03%
$47.89 - $48.65 $3.35K - $3.41K
6.85K $333K
Vanguard Mun Bd Fds
1.84K
+ 47.94%
N/A
5.68K $0
American Centy ETF Tr
6.26K
+ 14.57%
N/A
49.2K $0
2023 ETF Series Trust Ii
20.2K
+ 5.79%
N/A
369K $0
PEP
Pepsico Inc

Consumer Defensive
134
+ 8.46%
$128.02 - $151.37 $17.2K - $20.3K
1.72K $226K
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.77%
$210.83 - $235.28 $1.69K - $1.88K
1.05K $232K
FDX
Fedex Corp

Industrials
153
+ 5.03%
$198.07 - $245.17 $30.3K - $37.5K
3.19K $726K
PG
Procter & Gamble CO

Consumer Defensive
145
+ 2.78%
$157.66 - $172.39 $22.9K - $25K
5.37K $855K
Activity Summary
Buys All Purchases 59 New Holdings 10 Increased Positions 49 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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