Kelman Lazarov, Inc. Closed Holding Positions

Kelman Lazarov, Inc.

  • $525 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q2 2022 Filed on Aug 08, 2022
1,800
$101.11 - $126.58 $182K - $228K
UNP
Union Pacific Corp

Industrials
Q2 2022 Filed on Aug 08, 2022
862
$206.45 - $259.96 $178K - $224K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
Q2 2022 Filed on Aug 08, 2022
5,101
$45.82 - $49.76 $234K - $254K
MET
Metlife Inc

Financial Services
Q2 2022 Filed on Aug 08, 2022
3,061
$60.87 - $72.44 $186K - $222K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q2 2022 Filed on Aug 08, 2022
6,303
$69.6 - $87.62 $439K - $552K
MMM
3 M CO

Industrials
Q2 2022 Filed on Aug 08, 2022
1,705
$129.41 - $154.23 $221K - $263K
DEO
Diageo PLC

Consumer Defensive
Q1 2022 Filed on May 10, 2022
963
$175.64 - $222.11 $169K - $214K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
Q1 2022 Filed on May 10, 2022
3,500
$49.11 - $61.67 $172K - $216K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q4 2021 Filed on Feb 09, 2022
5,276
$47.29 - $48.28 $250K - $255K
VZ
Verizon Communications Inc

Communication Services
Q4 2021 Filed on Feb 09, 2022
3,781
$49.77 - $54.53 $188K - $206K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q3 2021 Filed on Nov 04, 2021
1,760
$169.43 - $196.28 $298K - $345K
World Gold Tr
Q2 2021 Filed on Aug 10, 2021
445,248
N/A
T
At&T Inc.

Communication Services
Q2 2021 Filed on Aug 10, 2021
7,440
$21.64 - $24.65 $161K - $183K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2021 Filed on Aug 10, 2021
4,153
$86.11 - $86.32 $358K - $358K
Antares Pharma Inc
Q2 2021 Filed on Aug 10, 2021
15,000
N/A
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q2 2021 Filed on Aug 10, 2021
5,412
$46.72 - $51.33 $253K - $278K
ALGN
Align Technology Inc

Healthcare
Q1 2021 Filed on May 07, 2021
400
$496.07 - $620.45 $198K - $248K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 12, 2020
5,425
$50.26 - $59.01 $273K - $320K
WTRG
Essential Utilities, Inc.

Utilities
Q3 2020 Filed on Nov 12, 2020
5,438
$38.53 - $47.81 $210K - $260K
SCHO
Schwab Short Term Us Treasury

ETFs
Q2 2020 Filed on Jul 29, 2020
7,839
$51.53 - $51.71 $404K - $405K
TEI
Templeton Emerging Markets Income Fund

Financial Services
Q2 2020 Filed on Jul 29, 2020
55,543
$7.3 - $7.93 $405K - $440K
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2020 Filed on Apr 27, 2020
1,604
$111.91 - $172.17 $180K - $276K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2020 Filed on Apr 27, 2020
748
$255.3 - $340.05 $191K - $254K
TY
Tri Continental Corp

Financial Services
Q1 2020 Filed on Apr 27, 2020
17,350
$17.61 - $29.05 $306K - $504K
WFC
Wells Fargo & Company

Financial Services
Q1 2020 Filed on Apr 27, 2020
9,126
$25.25 - $53.75 $230K - $491K
Aqua America Inc
Q1 2020 Filed on Apr 27, 2020
9,613
N/A
KMX
Carmax Inc

Consumer Cyclical
Q1 2020 Filed on Apr 27, 2020
2,746
$44.27 - $101.9 $122K - $280K
BLK
Black Rock Inc.

Financial Services
Q1 2020 Filed on Apr 27, 2020
740
$327.42 - $572.48 $242K - $424K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
Q1 2020 Filed on Apr 27, 2020
19,586
$6.25 - $10.0 $122K - $196K
NVS
Novartis Ag

Healthcare
Q1 2020 Filed on Apr 27, 2020
2,430
$70.67 - $99.01 $172K - $241K
GAM
General American Investors CO Inc

Financial Services
Q1 2020 Filed on Apr 27, 2020
11,904
$22.71 - $39.01 $270K - $464K
RGA
Reinsurance Group Of America Inc

Financial Services
Q1 2020 Filed on Apr 27, 2020
1,750
$57.29 - $164.65 $100K - $288K
CLX
Clorox CO

Consumer Defensive
Q1 2020 Filed on Apr 27, 2020
5,853
$151.52 - $197.88 $887K - $1.16M
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2020 Filed on Apr 27, 2020
2,501
$112.34 - $148.25 $281K - $371K
MDT
Medtronic PLC

Healthcare
Q1 2020 Filed on Apr 27, 2020
2,500
$72.92 - $121.3 $182K - $303K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q1 2020 Filed on Apr 27, 2020
10,936
$10.43 - $16.6 $114K - $182K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q4 2019 Filed on Jan 29, 2020
1,304
$151.13 - $165.36 $197K - $216K
BA
Boeing CO

Industrials
Q4 2019 Filed on Jan 29, 2020
548
$325.76 - $376.54 $179K - $206K
BIDU
Baidu, Inc.

Communication Services
Q3 2019 Filed on Oct 15, 2019
2,021
$94.35 - $119.35 $191K - $241K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q3 2019 Filed on Oct 15, 2019
8,417
$20.76 - $32.1 $175K - $270K
CVS
Cvs Health Corp

Healthcare
Q2 2019 Filed on Jul 22, 2019
6,154
$52.13 - $57.33 $321K - $353K
Oppenheimer ETF Tr
Q2 2019 Filed on Jul 22, 2019
77,339
N/A
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q2 2019 Filed on Jul 22, 2019
5,601
N/A
MCR
Mfs Charter Income Trust

Financial Services
Q2 2019 Filed on Jul 22, 2019
13,934
$7.82 - $8.15 $109K - $114K
CMP
Compass Minerals International Inc

Basic Materials
Q1 2019 Filed on May 08, 2019
8,813
$39.75 - $56.46 $350K - $498K
CCL
Carnival Corp

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
6,827
$47.37 - $58.85 $323K - $402K
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
Q1 2019 Filed on May 08, 2019
15,461
$6.35 - $7.38 $98.2K - $114K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
2,463
N/A
VTR
Ventas, Inc.

Real Estate
Q4 2018 Filed on Feb 11, 2019
11,014
$52.86 - $65.47 $582K - $721K
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