Kelman Lazarov, Inc. Reduced Holdings in Q3 2024

Kelman Lazarov, Inc.

  • $525 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GNMA
Ishares Gnma Bond ETF

ETFs
-19.5K
- 9.61%
$42.68 - $45.25 $834K - $884K
184K $8.23M
GBIL
Goldman Sachs Access Treasury

ETFs
-2.55K
- 18.02%
$99.7 - $100.3 $254K - $256K
11.6K $1.16M
FDX
Fedex Corp

Industrials
-366
- 6.35%
$254.64 - $313.52 $93.2K - $115K
5.4K $1.48M
MKC
Mccormick & CO Inc

Consumer Defensive
-2.5K
- 45.79%
$69.44 - $84.76 $174K - $212K
2.97K $244K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-153
- 19.82%
$332.02 - $382.76 $50.8K - $58.6K
619 $232K
AMZN
Amazon Com Inc

Consumer Cyclical
-146
- 5.03%
$161.02 - $200.0 $23.5K - $29.2K
2.76K $513K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-531
- 23.43%
$108.44 - $120.37 $57.6K - $63.9K
1.74K $208K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-4.06K
- 2.77%
$51.45 - $52.96 $209K - $215K
142K $7.52M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-283
- 9.57%
$98.97 - $99.59 $28K - $28.2K
2.67K $266K
DIS
Walt Disney CO

Communication Services
-117
- 2.92%
$85.6 - $98.61 $10K - $11.5K
3.89K $373K
YUM
Yum Brands Inc

Consumer Cyclical
-506
- 5.47%
$125.95 - $139.96 $63.7K - $70.8K
8.74K $1.22M
MCH
Matthews Asia Fds China Active
-5.68K
- 1.2%
N/A
469K $0
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-13
- 0.13%
$24.38 - $25.2 $317 - $328
10.2K $257K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-286
- 5.07%
$75.63 - $84.89 $21.6K - $24.3K
5.36K $450K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-32
- 1.9%
$283.28 - $314.39 $9.06K - $10.1K
1.66K $520K
NFLX
Netflix Inc

Communication Services
-35
- 2.8%
$598.55 - $722.26 $20.9K - $25.3K
1.22K $861K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-108
- 1.39%
$46.9 - $51.96 $5.07K - $5.61K
7.65K $394K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-369
- 2.68%
$75.47 - $83.18 $27.8K - $30.7K
13.4K $1.11M
JNJ
Johnson & Johnson

Healthcare
-29
- 0.69%
$145.48 - $167.38 $4.22K - $4.85K
4.15K $671K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-39
- 0.6%
$98.85 - $111.3 $3.86K - $4.34K
6.47K $719K
NSC
Norfolk Southern Corp

Industrials
-195
- 5.38%
$213.75 - $259.69 $41.7K - $50.6K
3.43K $851K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-1.47K
- 2.75%
$31.15 - $35.67 $45.9K - $52.5K
52.1K $1.83M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-85
- 0.09%
$49.93 - $51.15 $4.24K - $4.35K
94K $4.81M
VUG
Vanguard Growth ETF

ETFs
-3
- 0.03%
$341.08 - $391.94 $1.02K - $1.18K
9.32K $3.58M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-12
- 0.36%
$523.84 - $572.02 $6.29K - $6.86K
3.37K $1.92M
FNDA
Schwab Fundamental U S Small C

ETFs
-129
- 0.39%
$54.26 - $60.01 $7K - $7.74K
33.2K $1.98M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-292
- 0.87%
$90.36 - $98.07 $26.4K - $28.6K
33.2K $3.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
-15
- 0.24%
$517.38 - $573.86 $7.76K - $8.61K
6.24K $3.58M
AAPL
Apple Inc.

Technology
-7
- 0.06%
$207.23 - $234.82 $1.45K - $1.64K
11.3K $2.63M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-227
- 0.11%
$36.98 - $41.55 $8.39K - $9.43K
207K $8.53M
FNDC
Schwab Fundamental Intl Small

ETFs
-13.3K
- 2.83%
$33.85 - $38.5 $449K - $510K
455K $17.4M
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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