Kelman Lazarov, Inc. Portfolio Holdings

Kelman Lazarov, Inc.

  • $507 Million
  • Q4 2024

Kelman Lazarov, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $507 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 $54.2M, Schwab Strategic Tr Us Large C with a value of $51.8M, Vaneck Morningstar Wide Moat E with a value of $45.1M, Goldman Sachs ETF Tr Activebet with a value of $41.9M, and Goldman Sachs ETF Tr Activebet with a value of $30.3M.

Examining the 13F form we can see an decrease of $18.1M in the current position value, from $525M to 507M.

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 $507 Million
ETFs: $465 Million
Financial Services: $18.6 Million
Consumer Cyclical: $5.63 Million
Communication Services: $4.65 Million
Technology: $4.57 Million
Consumer Defensive: $2.97 Million
Industrials: $2.18 Million
Healthcare: $2.08 Million
Other: $958,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $507 Million
  • Prior Value $525 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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