Kohmann Bosshard Financial Services, LLC Portfolio Holdings

Kohmann Bosshard Financial Services, LLC

  • $826 Million
  • Q4 2024

Kohmann Bosshard Financial Services, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $826 Million distributed in 784 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $136M, Schwab Us Aggregate Bond ETF with a value of $56.2M, Vanguard Sht Term Corp Bd ETF with a value of $56.1M, Vanguard Ftse Developed Market with a value of $50M, and Vanguard Dividend Appreciation with a value of $34.5M.

Examining the 13F form we can see an increase of $24.4M in the current position value, from $801M to 826M.

Below you can find more details about Kohmann Bosshard Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $826 Million
ETFs: $754 Million
Technology: $19.4 Million
Financial Services: $15.5 Million
Industrials: $8.84 Million
Consumer Cyclical: $4.88 Million
Basic Materials: $4.68 Million
Communication Services: $4.51 Million
Healthcare: $3.76 Million
Other: $9.16 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$96,000 0.01% of portfolio
400
Q4 2024 New
$0
$45,000 0.01% of portfolio
900
Q4 2024 New
$0
$113,000 0.01% of portfolio
504
Q4 2024 New
$0
$5,000 0.0% of portfolio
55
Q4 2024 New
$0
$25,000 0.0% of portfolio
1,000
Q4 2024 New
$0
$6,000 0.0% of portfolio
75
Q4 2024 New
$0
$2,000 0.0% of portfolio
31
Q4 2024 New
$0
$23,000 0.0% of portfolio
602
Q4 2024 New
$0
$9,000 0.0% of portfolio
38
Q4 2024 New
$0
$41,000 0.0% of portfolio
461
Q4 2024 New
$0
$4,000 0.0% of portfolio
74
Q4 2024 New
$0
$32,000 0.0% of portfolio
953
Q4 2024 New
$0
$0 0.0% of portfolio
2
Q4 2024 New
$0
$35,000 0.0% of portfolio
1,059
Q4 2024 New
$0
$1,000 0.0% of portfolio
19
Q4 2024 New
$0
$29,000 0.0% of portfolio
1,296
Q4 2024 New
$0
$21,000 0.0% of portfolio
252
Q4 2024 New
$0
$39,000 0.0% of portfolio
1,400
Q4 2024 New
$0
$22,000 0.0% of portfolio
768
Q4 2024 New
$0
$8,000 0.0% of portfolio
290
Q4 2024 New
$0
$26,000 0.0% of portfolio
200
Q4 2024 New
$0
$11,000 0.0% of portfolio
154
Q4 2024 New
$0
$29,000 0.0% of portfolio
611
Q4 2024 New
$0
$23,000 0.0% of portfolio
329
Q4 2024 New
$0
$1,000 0.0% of portfolio
14
Q4 2024 New
$0
$28,000 0.0% of portfolio
317
Q4 2024 New
$0
$39,000 0.0% of portfolio
300
Q4 2024 New
$0
$28,000 0.0% of portfolio
245
Q4 2024 New
$0
$14,000 0.0% of portfolio
259
Q4 2024 New
$0
$26,000 0.0% of portfolio
435
Q4 2024 New
$0
$19,000 0.0% of portfolio
205
Q4 2024 New
$0
$38,000 0.0% of portfolio
447
Q4 2024 New
$0
$29,000 0.0% of portfolio
825
Q4 2024 New
$0
$2,000 0.0% of portfolio
81
Q4 2024 New
$0
$1,000 0.0% of portfolio
89
Q4 2024 New
$0
$18,000 0.0% of portfolio
630
Q4 2024 New
$0
$0 0.0% of portfolio
22
Q4 2024 New
$0
$41,000 0.0% of portfolio
600
Q4 2024 New
$0
$2,000 0.0% of portfolio
29
Q4 2024 New
$0
$0 0.0% of portfolio
10
Q4 2024 New
$0
$1,000 0.0% of portfolio
70
Q4 2024 New
$0
$1,000 0.0% of portfolio
23
Q4 2024 New
$0
$5,000 0.0% of portfolio
88
Q4 2024 New
$0
$0 0.0% of portfolio
26
Q4 2024 New
$0
$0 0.0% of portfolio
1
Q4 2024 New
$0
$26,000 0.0% of portfolio
248
Q4 2024 New
$0
$0 0.0% of portfolio
0
Q4 2024 New
$0
$1,000 0.0% of portfolio
10
Q4 2024 New
$0
$1,000 0.0% of portfolio
5
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 784
  • Current Value $826 Million
  • Prior Value $801 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 584 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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