Kelman Lazarov, Inc. Portfolio Holdings by Sector
Kelman Lazarov, Inc.
- $483 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
FNDX MOAT SCHG GSLC GSIE STIP BOND FNDE 67 stocks |
$444,412
91.98% of portfolio
|
  25  
|
  30  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$15,056
3.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$3,035
0.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,636
0.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA AXP V 3 stocks |
$2,622
0.54% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$1,704
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
NSC CNI 2 stocks |
$1,491
0.31% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ MRK PFE AMGN 4 stocks |
$1,462
0.3% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
YUM 1 stocks |
$1,386
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,382
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,209
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1,187
0.25% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$803
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$768
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$712
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$616
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
TSCO AZO 2 stocks |
$594
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$520
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$420
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$377
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
QCOM 1 stocks |
$276
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$266
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$225
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|