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
$25,000 0.0% of portfolio
200
Q4 2024 New
$0
$14,000 0.0% of portfolio
115
Q4 2024 New
$0
$5,000 0.0% of portfolio
27
Q4 2024 New
$0
$25,000 0.0% of portfolio
240
Q4 2024 New
$0
$13,000 0.0% of portfolio
261
Q4 2024 New
$0
$11,000 0.0% of portfolio
100
Q4 2024 New
$0
$5,000 0.0% of portfolio
120
Q4 2024 New
$0
$36,000 0.0% of portfolio
628
Q4 2024 New
$0
$28,000 0.0% of portfolio
752
Q4 2024 New
$0
$13,000 0.0% of portfolio
257
Q4 2024 New
$0
$0 0.0% of portfolio
2
Q4 2024 New
$0
$19,000 0.0% of portfolio
554
Q4 2024 New
$0
$11,000 0.0% of portfolio
242
Q4 2024 New
$0
$2,000 0.0% of portfolio
25
Q4 2024 New
$0
$2,000 0.0% of portfolio
24
Q4 2024 New
$0
$25,000 0.0% of portfolio
425
Q4 2024 New
$45.8B
$22,000 0.0% of portfolio
450
Q4 2024 New
$0
$2,000 0.0% of portfolio
36
Q4 2024 New
$0
$0 0.0% of portfolio
1
Q4 2024 New
$0
$27,000 0.0% of portfolio
360
Q4 2024 New
$0
$1,000 0.0% of portfolio
21
Q4 2024 New
$0
$20,000 0.0% of portfolio
333
Q4 2024 New
$0
$8,000 0.0% of portfolio
100
Q4 2024 New
$0
$14,000 0.0% of portfolio
718
Q4 2024 New
$0
$14,000 0.0% of portfolio
370
Q4 2024 New
$0
$14,000 0.0% of portfolio
345
Q4 2024 New
$0
$41,000 0.0% of portfolio
989
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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