Kohmann Bosshard Financial Services, LLC Reduced Holdings in Q4 2024

Kohmann Bosshard Financial Services, LLC

  • $826 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-110K
- 35.56%
$23.01 - $26.06 $2.54M - $2.87M
200K $4.62M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-15.2K
- 22.95%
$114.08 - $125.68 $1.73M - $1.91M
51K $5.83M
HDV
Ishares Core High Dividend ETF

ETFs
-6.27K
- 4.09%
$110.82 - $121.28 $694K - $760K
147K $16.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
-7.28K
- 15.75%
$160.89 - $176.18 $1.17M - $1.28M
38.9K $6.3M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-5.17K
- 4.61%
$79.93 - $88.06 $413K - $455K
107K $8.56M
VIG
Vanguard Dividend Appreciation

ETFs
-6.43K
- 3.29%
N/A
189K $34.5M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-12.3K
- 11.56%
$33.93 - $38.37 $418K - $473K
94.4K $3.24M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.41K
- 7.55%
$197.36 - $217.3 $673K - $741K
41.8K $8.28M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-6.09K
- 3.27%
$26.63 - $30.23 $162K - $184K
180K $4.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.9K
- 11.76%
$126.68 - $134.74 $494K - $526K
29.3K $3.74M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-13K
- 46.8%
$30.67 - $30.84 $400K - $402K
14.8K $455K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-3.9K
- 32.21%
$99.0 - $99.5 $386K - $388K
8.2K $813K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.15K
- 8.25%
$34.13 - $37.35 $176K - $192K
57.2K $1.95M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-6.27K
- 5.25%
$20.55 - $23.26 $129K - $146K
113K $2.38M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-18.9K
- 17.28%
$19.38 - $19.58 $367K - $370K
90.6K $1.76M
MSFT
Microsoft Corp

Technology
-666
- 7.71%
$406.35 - $454.46 $271K - $303K
7.98K $3.36M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.4K
- 15.62%
$94.43 - $105.47 $510K - $570K
29.2K $2.96M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.48K
- 48.95%
$48.33 - $49.08 $265K - $269K
5.71K $276K
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.61K
- 4.49%
$55.97 - $62.75 $90.3K - $101K
34.4K $1.97M
IGRO
Ishares Tr International Divid

ETFs
-709
- 2.43%
$67.76 - $74.48 $48K - $52.8K
28.5K $1.94M
IVE
Ishares S&P 500 Value ETF

ETFs
-870
- 8.55%
$189.5 - $206.17 $165K - $179K
9.3K $1.78M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-270
- 33.79%
$501.29 - $612.85 $135K - $165K
529 $275K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-3.11K
- 14.14%
$43.02 - $47.32 $134K - $147K
18.9K $817K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.29K
- 6.58%
$113.92 - $127.38 $147K - $164K
18.3K $2.1M
STE
Steris PLC

Healthcare
-516
- 26.19%
$204.34 - $235.7 $105K - $122K
1.45K $298K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.81K
- 7.97%
$61.68 - $67.87 $173K - $191K
32.4K $2.02M
MA
Mastercard Inc

Financial Services
-410
- 33.77%
$491.3 - $536.15 $201K - $220K
804 $423K
ADI
Analog Devices Inc

Technology
-644
- 34.81%
$206.35 - $236.48 $133K - $152K
1.21K $256K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-628
- 2.93%
$67.29 - $73.38 $42.3K - $46.1K
20.8K $1.41M
NDSN
Nordson Corp

Industrials
-472
- 42.91%
$208.83 - $264.36 $98.6K - $125K
628 $131K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-2.91K
- 69.59%
$49.87 - $52.46 $145K - $153K
1.27K $63K
VB
Vanguard Small Cap ETF

ETFs
-1.68K
- 1.99%
$233.76 - $261.58 $392K - $439K
82.7K $19.9M
BMI
Badger Meter Inc

Technology
-534
- 42.86%
$199.06 - $237.67 $106K - $127K
712 $151K
CACI
Caci International Inc

Technology
-282
- 35.21%
N/A
519 $222K
DVY
Ishares Tr

ETFs
-620
- 6.3%
$129.55 - $143.41 $80.3K - $88.9K
9.22K $1.21M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.81K
- 4.35%
$44.33 - $49.55 $80.2K - $89.7K
39.8K $1.79M
SXI
Standex International Corp

Industrials
-600
- 35.99%
$172.48 - $211.52 $103K - $127K
1.07K $199K
XOM
Exxon Mobil Corp

Energy
-268
- 3.65%
$105.51 - $125.37 $28.3K - $33.6K
7.08K $761K
PGR
Progressive Corp

Financial Services
-196
- 5.44%
$239.6 - $268.88 $47K - $52.7K
3.4K $815K
BNDX
Vanguard Total International B

ETFs
-1.79K
- 27.37%
$48.91 - $50.61 $87.5K - $90.5K
4.75K $232K
EPI
Wisdomtree Tr India Earnings F

ETFs
-984
- 12.64%
$45.09 - $50.08 $44.4K - $49.3K
6.8K $307K
PEP
Pepsico Inc

Consumer Defensive
-267
- 10.82%
$151.29 - $176.1 $40.4K - $47K
2.2K $334K
RWR
Spdr Dow Jones Reit ETF

ETFs
-360
- 5.89%
$97.84 - $108.61 $35.2K - $39.1K
5.76K $568K
VDE
Vanguard Energy ETF

ETFs
-613
- 11.7%
$116.67 - $136.78 $71.5K - $83.8K
4.63K $561K
KEY
Keycorp

Financial Services
-5K
- 22.75%
$16.21 - $19.97 $81.1K - $99.9K
17K $291K
PAYX
Paychex Inc

Industrials
-582
- 35.27%
$135.86 - $148.73 $79.1K - $86.6K
1.07K $149K
SPMD
Spdr Portfolio

ETFs
-1.32K
- 2.66%
$54.13 - $59.56 $71.2K - $78.3K
48.1K $2.63M
LOW
Lowes Companies Inc

Consumer Cyclical
-216
- 28.61%
$244.52 - $284.07 $52.8K - $61.4K
539 $133K
ABT
Abbott Laboratories

Healthcare
-600
- 24.1%
$111.93 - $119.39 $67.2K - $71.6K
1.89K $213K
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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