Kohmann Bosshard Financial Services, LLC Reduced Holdings in Q1 2025

Kohmann Bosshard Financial Services, LLC

  • $827 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-129K
- 64.47%
$22.91 - $25.71 $2.95M - $3.31M
70.9K $1.8M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-19.9K
- 39.07%
$110.75 - $119.78 $2.2M - $2.38M
31K $3.59M
VUG
Vanguard Growth ETF

ETFs
-136
- 0.28%
$369.1 - $427.61 $50.2K - $58.2K
47.9K $17.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-43.8K
- 16.04%
$25.58 - $29.24 $1.12M - $1.28M
230K $6.01M
VOE
Vanguard Mid Cap Value Index F

ETFs
-7.8K
- 20.03%
$156.61 - $168.02 $1.22M - $1.31M
31.1K $5M
AAPL
Apple Inc.

Technology
-523
- 1.28%
$209.68 - $247.1 $110K - $129K
40.4K $8.98M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.4K
- 1.89%
$64.88 - $72.1 $285K - $317K
228K $15M
VBR
Vanguard Small Cap Value ETF

ETFs
-727
- 1.74%
$183.02 - $207.75 $133K - $151K
41K $7.64M
NVDA
Nvidia Corp

Technology
-935
- 5.51%
$106.98 - $149.43 $100K - $140K
16K $1.74M
MSFT
Microsoft Corp

Technology
-216
- 2.71%
$375.39 - $447.2 $81.1K - $96.6K
7.76K $2.91M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-16.5K
- 33.21%
$25.44 - $25.58 $421K - $423K
33.3K $849K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-15.5K
- 16.44%
$33.57 - $37.22 $521K - $577K
78.9K $2.83M
SPMD
Spdr Portfolio

ETFs
-2.35K
- 4.89%
$50.21 - $57.73 $118K - $136K
45.7K $2.34M
GOOG
Alphabet Inc.

Communication Services
-170
- 2.28%
$156.06 - $207.71 $26.5K - $35.3K
7.28K $1.14M
FDX
Fedex Corp

Industrials
-251
- 4.37%
$230.33 - $281.53 $57.8K - $70.7K
5.49K $1.34M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.38K
- 5.98%
$40.03 - $46.81 $95.2K - $111K
37.4K $1.52M
AMZN
Amazon Com Inc

Consumer Cyclical
-42
- 0.55%
$190.26 - $242.06 $7.99K - $10.2K
7.57K $1.44M
SCHO
Schwab Short Term Us Treasury

ETFs
-7.42K
- 41.75%
$24.1 - $24.34 $179K - $181K
10.4K $251K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-4.9K
- 33.05%
$30.71 - $30.87 $151K - $151K
9.93K $305K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.45K
- 4.93%
$126.11 - $135.06 $182K - $195K
27.8K $3.59M
VONG
Vanguard Russell 1000 Growth E

ETFs
-976
- 18.82%
$92.71 - $107.38 $90.5K - $105K
4.21K $390K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-89
- 0.27%
$57.21 - $65.8 $5.09K - $5.86K
32.3K $1.89M
BX
Blackstone Inc.

Financial Services
-6
- 0.16%
$136.53 - $186.74 $819 - $1.12K
3.8K $531K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-4.91K
- 8.41%
$19.04 - $20.15 $93.5K - $99K
53.5K $1.02M
HBAN
Huntington Bancshares Inc

Financial Services
-3.44K
- 12.73%
$14.28 - $17.39 $49.1K - $59.8K
23.6K $353K
RJF
Raymond James Financial Inc

Financial Services
-323
- 16.47%
$137.62 - $172.64 $44.5K - $55.8K
1.64K $227K
SHW
Sherwin Williams CO

Basic Materials
-320
- 7.92%
$330.16 - $365.55 $106K - $117K
3.72K $1.3M
HON
Honeywell International Inc

Industrials
-167
- 6.93%
$202.75 - $226.52 $33.9K - $37.8K
2.24K $474K
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.35K
- 3.94%
$55.14 - $60.29 $74.6K - $81.6K
33K $1.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.85K
- 5.75%
$37.07 - $40.63 $106K - $116K
46.7K $1.84M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-101
- 19.09%
$497.6 - $606.74 $50.3K - $61.3K
428 $212K
MA
Mastercard Inc

Financial Services
-143
- 17.79%
$504.67 - $576.31 $72.2K - $82.4K
661 $362K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.39K
- 2.39%
$60.46 - $64.42 $83.8K - $89.3K
56.6K $3.5M
MAR
Marriott International Inc

Consumer Cyclical
-2
- 0.15%
$237.01 - $304.45 $474 - $609
1.36K $324K
ADI
Analog Devices Inc

Technology
-214
- 17.74%
$201.56 - $243.82 $43.1K - $52.2K
992 $200K
EPI
Wisdomtree Tr India Earnings F

ETFs
-1K
- 14.71%
$40.08 - $45.85 $40.1K - $45.9K
5.8K $253K
CAT
Caterpillar Inc

Industrials
-2
- 0.13%
$326.75 - $407.63 $654 - $815
1.58K $521K
DVY
Ishares Tr

ETFs
-525
- 5.69%
$128.58 - $138.1 $67.5K - $72.5K
8.7K $1.17M
VTV
Vanguard Value ETF

ETFs
-375
- 5.68%
$167.73 - $179.21 $62.9K - $67.2K
6.23K $1.08M
ORCL
Oracle Corp

Technology
-9
- 0.59%
$139.81 - $186.47 $1.26K - $1.68K
1.5K $210K
MRK
Merck & Co., Inc.

Healthcare
-110
- 3.84%
$83.01 - $101.02 $9.13K - $11.1K
2.75K $247K
CMI
Cummins Inc

Industrials
-3
- 0.32%
$312.92 - $386.07 $939 - $1.16K
941 $294K
WMT
Walmart Inc.

Consumer Defensive
-85
- 1.24%
$84.5 - $105.05 $7.18K - $8.93K
6.78K $595K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-632
- 11.07%
$48.43 - $49.9 $30.6K - $31.5K
5.08K $253K
MS
Morgan Stanley

Financial Services
-15
- 0.76%
$111.68 - $141.08 $1.68K - $2.12K
1.97K $229K
CVX
Chevron Corp

Energy
-370
- 19.14%
$146.71 - $167.97 $54.3K - $62.1K
1.56K $261K
PEP
Pepsico Inc

Consumer Defensive
-89
- 4.05%
$142.64 - $156.42 $12.7K - $13.9K
2.11K $316K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-1.62K
- 2.48%
$18.18 - $18.58 $29.4K - $30K
63.5K $1.18M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-260
- 2.25%
$36.63 - $37.45 $9.52K - $9.74K
11.3K $416K
Activity Summary
Buys All Purchases 144 New Holdings 84 Increased Positions 60 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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