Kohmann Bosshard Financial Services, LLC Incresed Positions 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
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
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
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.72K
+ 1.28%
$100.16 - $100.7 $272K - $274K
215K $21.6M
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
VONG
Vanguard Russell 1000 Growth E

ETFs
1.25K
+ 31.67%
$95.27 - $107.82 $119K - $134K
5.19K $535K
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
TSLA
Tesla, Inc.

Consumer Cyclical
16
+ 1.88%
$213.65 - $479.86 $3.42K - $7.68K
869 $350K
CSCO
Cisco Systems, Inc.

Technology
1.53K
+ 27.02%
$52.45 - $60.02 $80.1K - $91.7K
7.18K $424K
VV
Vanguard Large Cap ETF

ETFs
152
+ 1.34%
$260.27 - $280.65 $39.6K - $42.7K
11.5K $3.11M
IWY
Ishares Tr Russell 200 Growth

ETFs
180
+ 5.25%
$216.72 - $244.71 $39K - $44K
3.61K $849K
KMI
Kinder Morgan, Inc.

Energy
1.32K
+ 13.1%
$22.59 - $28.54 $29.9K - $37.8K
11.4K $313K
BX
Blackstone Inc.

Financial Services
6
+ 0.16%
$148.45 - $199.05 $891 - $1.19K
3.81K $656K
WMT
Walmart Inc.

Consumer Defensive
66
+ 0.97%
$79.1 - $95.7 $5.22K - $6.32K
6.86K $620K
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.96K
+ 36.14%
$26.61 - $29.85 $78.6K - $88.2K
11.1K $300K
HBAN
Huntington Bancshares Inc

Financial Services
23
+ 0.09%
$14.18 - $18.2 $326 - $419
27K $439K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.15%
$246.06 - $292.59 $492 - $585
1.37K $381K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
30.5K
+ 100.0%
$27.45 - $55.56 $837K - $1.69M
61K $1.73M
AEM
Agnico Eagle Mines LTD

Basic Materials
600
+ 10.0%
$75.99 - $88.85 $45.6K - $53.3K
6.6K $516K
IWR
Ishares Russell Mid Cap ETF

ETFs
310
+ 2.05%
$87.25 - $95.52 $27K - $29.6K
15.5K $1.37M
META
Meta Platforms, Inc.

Communication Services
13
+ 1.04%
$554.08 - $632.68 $7.2K - $8.22K
1.27K $747K
IWM
Ishares Russell 2000 ETF

ETFs
133
+ 6.49%
$216.13 - $242.4 $28.7K - $32.2K
2.18K $481K
CMI
Cummins Inc

Industrials
2
+ 0.21%
$324.93 - $383.42 $650 - $767
944 $329K
NGD
New Gold Inc.

Basic Materials
15K
+ 42.86%
$2.47 - $3.08 $37.1K - $46.2K
50K $124K
IAUX
I 80 Gold Corp.
54K
+ 490.91%
$0.35 - $1.19 $18.9K - $64.3K
65K $32K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
79.5K
+ 195.14%
$22.01 - $66.82 $1.75M - $5.31M
120K $2.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
66
+ 3.96%
$442.29 - $483.08 $29.2K - $31.9K
1.73K $785K
ETN
Eaton Corp PLC

Industrials
18
+ 1.71%
$326.96 - $377.52 $5.89K - $6.8K
1.07K $354K
QUAL
Ishares Msci Usa Quality Facto

ETFs
38
+ 1.59%
$176.42 - $186.91 $6.7K - $7.1K
2.43K $432K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.03%
$104.59 - $118.05 $105 - $118
3.28K $356K
Linde PLC F
3
+ 0.49%
N/A
615 $0
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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