Kelman Lazarov, Inc. Portfolio Holdings

Kelman Lazarov, Inc.

  • $525 Million
  • Q3 2024

Kelman Lazarov, Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $525 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental U S Large C with a value of $58.1M, Schwab Strategic Tr Us Large C with a value of $51.1M, Vaneck Morningstar Wide Moat E with a value of $47M, Goldman Sachs ETF Tr Activebet with a value of $41.5M, and Goldman Sachs ETF Tr Activebet with a value of $30.2M.

Examining the 13F form we can see an increase of $30.4M in the current position value, from $494M to 525M.

Kelman Lazarov, Inc. is based out at Memphis, TN

Below you can find more details about Kelman Lazarov, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $525 Million
ETFs: $484 Million
Financial Services: $19.8 Million
Consumer Cyclical: $4.89 Million
Technology: $4.34 Million
Communication Services: $4.26 Million
Industrials: $2.72 Million
Consumer Defensive: $2.22 Million
Healthcare: $1.76 Million
Other: $655,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $525 Million
  • Prior Value $494 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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