Kohmann Bosshard Financial Services, LLC New Holdings in Q4 2024

Kohmann Bosshard Financial Services, LLC

  • $826 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
12.2K
New
$25.25 - $26.34 $307K - $320K
12.2K $307K
TDG
Trans Digm Group Inc

Industrials
200
New
$1239.0 - $1442.53 $248K - $289K
200 $253K
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
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
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
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
MTUM
Ishares Msci Usa Momentum Fact

ETFs
743
New
$201.32 - $217.44 $150K - $162K
743 $153K
OSTK
Overstock.Com, Inc

Consumer Cyclical
6K
New
N/A
6K $153K
DIS
Walt Disney CO

Communication Services
1.38K
New
$92.39 - $117.6 $128K - $163K
1.38K $153K
SYY
Sysco Corp

Consumer Defensive
1.91K
New
$73.63 - $81.77 $141K - $156K
1.91K $146K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
6.29K
New
$23.25 - $23.37 $146K - $147K
6.29K $146K
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
EWX
Spdr S&P Emerging Markets Smal

ETFs
2.32K
New
$58.61 - $64.79 $136K - $151K
2.32K $136K
PPG
Ppg Industries Inc

Basic Materials
1.12K
New
$119.09 - $131.37 $133K - $147K
1.12K $133K
OKE
Oneok Inc

Energy
1.32K
New
$92.28 - $117.05 $122K - $155K
1.32K $132K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
2.28K
New
$55.73 - $61.23 $127K - $140K
2.28K $128K
BHP
Bhp Group LTD

Basic Materials
2.61K
New
$48.78 - $62.43 $127K - $163K
2.61K $127K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.21K
New
$100.18 - $109.1 $121K - $132K
1.21K $126K
ROK
Rockwell Automation, Inc

Industrials
442
New
$264.65 - $302.92 $117K - $134K
442 $126K
DTE
Dte Energy CO

Utilities
1K
New
$117.04 - $129.77 $117K - $130K
1K $120K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
4.45K
New
$26.65 - $29.34 $119K - $131K
4.45K $120K
TROW
Price T Rowe Group Inc

Financial Services
1.06K
New
$106.48 - $124.69 $112K - $132K
1.06K $119K
ENB
Enbridge Inc

Energy
2.82K
New
$40.4 - $43.92 $114K - $124K
2.82K $119K
TSCO
Tractor Supply CO

Consumer Cyclical
2.25K
New
$52.59 - $303.74 $118K - $683K
2.25K $119K
MQBKY
Macquarie Group, Ltd. Sponsore

Financial Services
870
New
$136.56 - $161.99 $119K - $141K
870 $118K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.36K
New
$33.92 - $36.6 $114K - $123K
3.36K $116K
COP
Conocophillips

Energy
1.16K
New
$95.12 - $114.72 $110K - $133K
1.16K $115K
XLY
Select Sector Spdr Consumer Di

ETFs
504
New
$194.8 - $239.43 $98.2K - $121K
504 $113K
CUT
Invesco ETF Tr Ii Msci Global

ETFs
3.55K
New
$31.57 - $35.55 $112K - $126K
3.55K $112K
WM
Waste Management Inc

Industrials
559
New
$201.79 - $228.46 $113K - $128K
559 $112K
ELV
Elevance Health, Inc.

Healthcare
300
New
$365.96 - $514.62 $110K - $154K
300 $110K
IWD
Ishares Russell 1000 Val ETF

ETFs
593
New
$183.23 - $199.79 $109K - $118K
593 $109K
TKR
Timken CO

Industrials
1.53K
New
$70.76 - $87.24 $108K - $133K
1.53K $109K
PSA
Public Storage

Real Estate
366
New
$289.33 - $360.21 $106K - $132K
366 $109K
WFC
Wells Fargo & Company

Financial Services
1.56K
New
$54.98 - $77.35 $86K - $121K
1.56K $109K
WDS
Woodside Energy Group LTD

Energy
6.96K
New
$14.38 - $18.32 $100K - $128K
6.96K $108K
NVO
Novo Nordisk A S

Healthcare
1.25K
New
$85.0 - $120.04 $106K - $150K
1.25K $107K
VZ
Verizon Communications Inc

Communication Services
2.66K
New
$39.6 - $45.21 $105K - $120K
2.66K $106K
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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