Kelman Lazarov, Inc. Sells in Q4 2024

Kelman Lazarov, Inc.

  • $507 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDE
Schwab Fundamental Emerging Mk

ETFs
-12.9K
- 2.22%
$28.89 - $33.95 $373K - $439K
570K $16.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.02K
- 71.4%
$521.84 - $558.82 $2.1M - $2.25M
1.61K $868K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-22.5K
- 4.1%
N/A
526K $45.1M
GNMA
Ishares Gnma Bond ETF

ETFs
-33.5K
- 18.25%
$42.8 - $44.74 $1.43M - $1.5M
150K $6.45M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.5K
- 4.66%
$113.92 - $127.38 $1.08M - $1.21M
194K $22.4M
AVEM
American Centy ETF Tr Avantis

ETFs
-6.61K
- 6.01%
$58.59 - $66.14 $387K - $437K
103K $6.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.74K
- 5.21%
$442.29 - $483.08 $771K - $842K
31.8K $14.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.3K
- 8.83%
$49.79 - $51.14 $413K - $424K
85.7K $4.3M
SPMD
Spdr Portfolio

ETFs
-7.9K
- 21.01%
$54.13 - $59.56 $427K - $470K
29.7K $1.62M
IVV
Ishares Core S&P 500 ETF

ETFs
-676
- 21.66%
$570.51 - $610.59 $386K - $413K
2.45K $1.44M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-5.07K
- 3.56%
$52.19 - $52.87 $265K - $268K
137K $7.19M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.01K
- 4.44%
$74.5 - $78.37 $149K - $157K
43.1K $3.22M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-508
- 15.09%
$563.99 - $620.12 $287K - $315K
2.86K $1.63M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-2.48K
- 4.77%
$31.92 - $36.14 $79.3K - $89.7K
49.6K $1.58M
XOM
Exxon Mobil Corp

Energy
-1.43K
- 25.63%
$105.51 - $125.37 $151K - $180K
4.16K $447K
MCHI
Ishares Msci China ETF

ETFs
-1.03K
- 3.23%
$46.1 - $59.67 $47.6K - $61.6K
30.9K $1.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
-371
- 5.95%
$567.81 - $607.81 $211K - $225K
5.87K $3.44M
YUM
Yum Brands Inc

Consumer Cyclical
-675
- 7.73%
$130.36 - $139.54 $88K - $94.2K
8.06K $1.08M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.08K
- 6.07%
$77.86 - $79.27 $84.3K - $85.8K
16.8K $1.31M
JNJ
Johnson & Johnson

Healthcare
-195
- 4.7%
$143.34 - $165.86 $28K - $32.3K
3.95K $571K
FNDF
Schwab Fundamental Intl Large

ETFs
-240
- 1.44%
$32.92 - $37.15 $7.9K - $8.92K
16.4K $545K
IBB
Ishares Biotechnology ETF

ETFs
-80
- 1.94%
$131.21 - $148.85 $10.5K - $11.9K
4.05K $535K
VTV
Vanguard Value ETF

ETFs
-96
- 1.09%
$168.32 - $181.87 $16.2K - $17.5K
8.72K $1.48M
NSC
Norfolk Southern Corp

Industrials
-3
- 0.09%
$230.6 - $277.0 $692 - $831
3.42K $803K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-675
- 9.0%
$38.96 - $43.28 $26.3K - $29.2K
6.82K $268K
LOW
Lowes Companies Inc

Consumer Cyclical
-69
- 6.23%
$244.52 - $284.07 $16.9K - $19.6K
1.04K $256K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-249
- 9.32%
$99.0 - $99.5 $24.7K - $24.8K
2.42K $240K
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 0.66%
$385.02 - $431.37 $2.7K - $3.02K
1.06K $410K
MKC
Mccormick & CO Inc

Consumer Defensive
-8
- 0.27%
$73.97 - $84.09 $592 - $673
2.96K $225K
NVDA
Nvidia Corp

Technology
-248
- 14.09%
$117.0 - $148.88 $29K - $36.9K
1.51K $203K
MCH
Matthews Asia Fds China Active
-56.8K
- 12.1%
N/A
412K $0
2023 ETF Series Trust Ii
-10.6K
- 3.08%
N/A
334K $0
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-102
- 1.56%
$69.3 - $74.3 $7.07K - $7.58K
6.45K $461K
JPM
Jpmorgan Chase & CO

Financial Services
-6
- 0.59%
$205.18 - $250.29 $1.23K - $1.5K
1.02K $244K
GOOGL
Alphabet Inc.

Communication Services
-1.66K
- 11.26%
$161.86 - $196.66 $269K - $326K
13.1K $2.48M
AXP
American Express CO

Financial Services
-3
- 0.19%
$267.35 - $305.57 $802 - $917
1.58K $467K
DIS
Walt Disney CO

Communication Services
-14
- 0.36%
$92.39 - $117.6 $1.29K - $1.65K
3.87K $431K
AMZN
Amazon Com Inc

Consumer Cyclical
-112
- 4.06%
$180.88 - $232.93 $20.3K - $26.1K
2.65K $580K
VUG
Vanguard Growth ETF

ETFs
-377
- 4.05%
$378.79 - $428.11 $143K - $161K
8.94K $3.67M
WMT
Walmart Inc.

Consumer Defensive
-43
- 0.38%
$79.1 - $95.7 $3.4K - $4.12K
11.2K $1.02M
MA
Mastercard Inc

Financial Services
-33
- 0.81%
$491.3 - $536.15 $16.2K - $17.7K
4.06K $2.14M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-3.35K
- 0.91%
$111.85 - $120.71 $375K - $405K
364K $41.9M
TSLA
Tesla, Inc.

Consumer Cyclical
-182
- 2.66%
$213.65 - $479.86 $38.9K - $87.3K
6.65K $2.69M
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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