Kohmann Bosshard Financial Services, LLC Purchases in Q4 2024

Kohmann Bosshard Financial Services, LLC

  • $826 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.06M
+ 222.96%
$22.4 - $68.28 $90.9M - $277M
5.88M $136M
SCHA
Schwab Strategic Tr Us Small C

ETFs
618K
+ 144.38%
$25.33 - $51.16 $15.6M - $31.6M
1.05M $27M
VEA
Vanguard Ftse Developed Market

ETFs
191K
+ 22.31%
$47.57 - $52.44 $9.07M - $10M
1.05M $50M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
62.1K
+ 9.46%
$77.86 - $79.27 $4.84M - $4.92M
719K $56.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
33.1K
+ 40.64%
$91.29 - $91.8 $3.02M - $3.04M
115K $10.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.26K
+ 8.95%
$521.84 - $558.82 $1.18M - $1.26M
27.5K $14.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.32M
+ 113.85%
$22.63 - $47.53 $29.8M - $62.6M
2.47M $56.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
631K
+ 114.5%
$25.74 - $53.78 $16.3M - $34M
1.18M $30.6M
SPTS
Spdr Portfolio Short Term Trea

ETFs
21.8K
+ 45.87%
$28.88 - $29.33 $629K - $639K
69.3K $2.01M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
25.9K
+ 65.93%
$18.28 - $18.87 $473K - $488K
65.2K $1.19M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
19.6K
+ 36.59%
$20.08 - $20.61 $393K - $403K
73K $1.47M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
548
+ 0.24%
$66.77 - $71.52 $36.6K - $39.2K
233K $16M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
35.9K
+ 4.33%
$23.29 - $23.93 $836K - $859K
865K $20.3M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
12.2K
New
$25.25 - $26.34 $307K - $320K
12.2K $307K
SCHG
Schwab Strategic Tr Us Large C

ETFs
121K
+ 299.96%
$25.93 - $105.3 $3.15M - $12.8M
162K $4.51M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.08K
+ 37.8%
$49.79 - $51.14 $302K - $311K
22.1K $1.11M
AMZN
Amazon Com Inc

Consumer Cyclical
139
+ 1.86%
$180.88 - $232.93 $25.1K - $32.4K
7.62K $1.67M
VTV
Vanguard Value ETF

ETFs
1.72K
+ 35.26%
$168.32 - $181.87 $290K - $313K
6.6K $1.12M
TDG
Trans Digm Group Inc

Industrials
200
New
$1239.0 - $1442.53 $248K - $289K
200 $253K
BSCU
Invesco Exc Self Ind Tr

ETFs
15.4K
+ 73.23%
$16.32 - $16.99 $251K - $262K
36.4K $596K
AVGO
Broadcom Inc.

Technology
6
+ 0.16%
$159.67 - $250.0 $958 - $1.5K
3.73K $865K
V
Visa Inc.

Financial Services
621
New
$273.87 - $320.91 $170K - $199K
621 $196K
HSBC
Hsbc Holdings PLC

Financial Services
3.9K
New
$43.83 - $49.51 $171K - $193K
3.9K $192K
WELL
Welltower Inc.

Real Estate
1.52K
New
$123.11 - $139.3 $187K - $212K
1.52K $191K
AIT
Applied Industrial Technologies Inc

Industrials
795
New
$220.05 - $280.49 $175K - $223K
795 $190K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.44K
New
$77.23 - $82.11 $188K - $200K
2.44K $189K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.72K
+ 1.28%
$100.16 - $100.7 $272K - $274K
215K $21.6M
IWV
Ishares Russell 3000 ETF

ETFs
555
New
$323.08 - $349.08 $179K - $194K
555 $185K
AXP
American Express CO

Financial Services
613
New
$267.35 - $305.57 $164K - $187K
613 $181K
TD
Toronto Dominion Bank

Financial Services
3.31K
New
$51.56 - $63.8 $171K - $211K
3.31K $176K
WDOFF
Wesdome Gold Mines LTD (Canada
19.5K
New
$7.86 - $10.15 $153K - $198K
19.5K $175K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.16K
New
$80.93 - $85.66 $175K - $185K
2.16K $174K
GE
General Electric CO

Industrials
1.05K
New
$159.95 - $194.23 $167K - $203K
1.05K $174K
GOOGL
Alphabet Inc.

Communication Services
36
+ 0.51%
$161.86 - $196.66 $5.83K - $7.08K
7.03K $1.33M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.75K
+ 69.52%
$36.54 - $37.53 $174K - $178K
11.6K $426K
VT
Vanguard Total World Stk Index

ETFs
1.4K
New
$117.09 - $123.07 $164K - $172K
1.4K $164K
DHR
Danaher Corp

Healthcare
718
New
$226.16 - $274.52 $162K - $197K
718 $164K
COST
Costco Wholesale Corp

Consumer Defensive
175
New
$873.59 - $994.69 $153K - $174K
175 $160K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.25K
+ 31.67%
$95.27 - $107.82 $119K - $134K
5.19K $535K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
743
New
$201.32 - $217.44 $150K - $162K
743 $153K
DIS
Walt Disney CO

Communication Services
1.38K
New
$92.39 - $117.6 $128K - $163K
1.38K $153K
OSTK
Overstock.Com, Inc

Consumer Cyclical
6K
New
N/A
6K $153K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
6.29K
New
$23.25 - $23.37 $146K - $147K
6.29K $146K
SYY
Sysco Corp

Consumer Defensive
1.91K
New
$73.63 - $81.77 $141K - $156K
1.91K $146K
NFLX
Netflix Inc

Communication Services
22
+ 3.17%
$687.65 - $936.56 $15.1K - $20.6K
716 $638K
IVV
Ishares Core S&P 500 ETF

ETFs
143
+ 2.98%
$570.51 - $610.59 $81.6K - $87.3K
4.95K $2.91M
INTC
Intel Corp

Technology
7.07K
New
$19.07 - $26.23 $135K - $185K
7.07K $141K
IWC
Russell Micro Cap ETF

ETFs
1.08K
New
$120.3 - $138.84 $129K - $149K
1.08K $140K
BMY
Bristol Myers Squibb CO

Healthcare
2.45K
New
$51.92 - $59.94 $127K - $147K
2.45K $138K
Activity Summary
Buys All Purchases 665 New Holdings 584 Increased Positions 81 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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