Kelman Lazarov, Inc. Portfolio Holdings

Kelman Lazarov, Inc.

  • $517 Million
  • Q1 2025

Kelman Lazarov, Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $517 Million distributed in 116 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 $53.8M, Vaneck Morningstar Wide Moat E with a value of $46.1M, Schwab Strategic Tr Us Large C with a value of $45.8M, Goldman Sachs ETF Tr Activebet with a value of $30.3M, and Goldman Sachs ETF Tr Activebet with a value of $27.9M.

Examining the 13F form we can see an increase of $10.6M in the current position value, from $507M to 517M.

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 $517 Million
ETFs: $475 Million
Financial Services: $21.1 Million
Consumer Cyclical: $4.86 Million
Technology: $4.42 Million
Communication Services: $4.11 Million
Consumer Defensive: $3.37 Million
Healthcare: $2.04 Million
Industrials: $2 Million
Other: $259,000

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 116
  • Current Value $517 Million
  • Prior Value $507 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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