Koesten, Hirschmann & Crabtree, Inc. Incresed Positions in Q4 2024

Koesten, Hirschmann & Crabtree, Inc.

  • $174 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
40
+ 4000.0%
$270.87 - $367.87 $10.8K - $14.7K
41 $13K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
10
+ 100.0%
$27.45 - $55.56 $275 - $556
20 $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6
+ 18.18%
$44.04 - $49.49 $264 - $297
39 $1K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
56
+ 200.0%
$22.01 - $66.82 $1.23K - $3.74K
84 $1K
VTRS
Viatris Inc

Healthcare
2
+ 1.2%
$11.32 - $13.37 $22.6 - $26.7
168 $2K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
25
+ 30.12%
$20.55 - $23.26 $514 - $582
108 $2K
VBR
Vanguard Small Cap Value ETF

ETFs
3
+ 20.0%
$197.36 - $217.3 $592 - $652
18 $3K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
80
+ 101.27%
$22.63 - $47.53 $1.81K - $3.8K
159 $3K
BNDX
Vanguard Total International B

ETFs
7
+ 6.25%
$48.91 - $50.61 $342 - $354
119 $5K
USRT
Ishares Core U.S. Reit ETF

ETFs
192
+ 195.92%
$55.97 - $62.75 $10.7K - $12K
290 $16K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
23
+ 12.11%
$44.87 - $46.86 $1.03K - $1.08K
213 $9K
Ishares Tr
2.9K
+ 725.0%
N/A
3.3K $0
ARCC
Ares Capital Corp

Financial Services
13
+ 2.26%
$20.74 - $22.27 $270 - $290
589 $12K
NVDA
Nvidia Corp

Technology
160
+ 160.0%
$117.0 - $148.88 $18.7K - $23.8K
260 $34K
USXF
Ishares Esg Advanced Msci Usa

Technology
1
+ 0.36%
$48.45 - $52.57 $48.5 - $52.6
281 $13K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2
+ 0.36%
$55.86 - $60.21 $112 - $120
551 $31K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.57K
+ 1318.46%
$49.79 - $51.14 $427K - $438K
9.22K $462K
DVY
Ishares Tr

ETFs
5
+ 2.04%
$129.55 - $143.41 $648 - $717
250 $32K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.09K
+ 300.55%
$25.93 - $105.3 $28.2K - $115K
1.45K $40K
T
At&T Inc.

Communication Services
1
+ 0.06%
$21.22 - $23.88 $21.2 - $23.9
1.76K $40K
PFE
Pfizer Inc

Healthcare
22
+ 1.6%
$24.8 - $30.19 $546 - $664
1.4K $37K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1K
+ 200.0%
$26.93 - $84.95 $26.9K - $85K
1.5K $40K
PANW
Palo Alto Networks Inc

Technology
172
+ 100.0%
$181.96 - $405.9 $31.3K - $69.8K
344 $62K
VTHR
Vanguard Russell 3000 ETF

ETFs
1
+ 0.36%
$251.33 - $271.45 $251 - $271
277 $71K
AVGO
Broadcom Inc.

Technology
60
+ 10.34%
$159.67 - $250.0 $9.58K - $15K
640 $148K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
95
+ 6.42%
$75.65 - $83.47 $7.19K - $7.93K
1.58K $119K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.07K
+ 37.94%
$22.71 - $23.47 $47K - $48.6K
7.53K $171K
IBDV
Ishares Tr

Technology
1K
+ 17.09%
$21.24 - $22.15 $21.2K - $22.2K
6.85K $146K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
700
+ 13.73%
$24.5 - $25.72 $17.2K - $18K
5.8K $142K
Ishares Tr
900
+ 18.11%
N/A
5.87K $0
VTV
Vanguard Value ETF

ETFs
7
+ 0.9%
$168.32 - $181.87 $1.18K - $1.27K
785 $132K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.35%
$481.22 - $538.17 $481 - $538
284 $145K
FNDB
Schwab Fundamental U S Broad M

ETFs
5.02K
+ 200.0%
$23.07 - $70.32 $116K - $353K
7.53K $175K
VEA
Vanguard Ftse Developed Market

ETFs
2.43K
+ 63.06%
$47.57 - $52.44 $116K - $127K
6.28K $300K
JKHY
Henry Jack & Associates Inc

Technology
2
+ 0.1%
$171.12 - $186.18 $342 - $372
1.93K $337K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3.03K
+ 10.51%
$20.28 - $21.2 $61.4K - $64.2K
31.8K $647K
MSFT
Microsoft Corp

Technology
140
+ 6.87%
$406.35 - $454.46 $56.9K - $63.6K
2.18K $917K
SCHV
Schwab Strategic Tr Us Large C

ETFs
29.9K
+ 189.67%
$25.79 - $80.4 $772K - $2.41M
45.7K $1.19M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
39K
+ 200.0%
$27.54 - $83.04 $1.07M - $3.24M
58.4K $1.62M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.02%
$113.92 - $127.38 $570 - $637
24.3K $2.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
63.3K
+ 99.53%
$25.33 - $51.16 $1.6M - $3.24M
127K $3.28M
IEFA
Ishares Tr

ETFs
9.8K
+ 6.22%
$70.06 - $77.43 $687K - $759K
168K $11.8M
VB
Vanguard Small Cap ETF

ETFs
9.2K
+ 14.47%
$233.76 - $261.58 $2.15M - $2.41M
72.8K $17.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
566K
+ 199.98%
$22.4 - $68.28 $12.7M - $38.6M
848K $19.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
494K
+ 94.91%
$18.41 - $40.87 $9.1M - $20.2M
1.01M $18.8M
VV
Vanguard Large Cap ETF

ETFs
4.84K
+ 4.7%
$260.27 - $280.65 $1.26M - $1.36M
108K $29.1M
FNDX
Schwab Fundamental U S Large C

ETFs
1.19M
+ 208.92%
$23.49 - $71.77 $28M - $85.6M
1.76M $41.8M
Activity Summary
Buys All Purchases 62 New Holdings 14 Increased Positions 48 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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