Kohmann Bosshard Financial Services, LLC Portfolio Holdings

Kohmann Bosshard Financial Services, LLC

  • $801 Million
  • Q3 2024

Kohmann Bosshard Financial Services, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $801 Million distributed in 203 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 $123M, Schwab Us Aggregate Bond ETF with a value of $55M, Vanguard Sht Term Corp Bd ETF with a value of $52.1M, Vanguard Ftse Developed Market with a value of $45.1M, and Vanguard Dividend Appreciation with a value of $35.7M.

Examining the 13F form we can see an increase of $59.4M in the current position value, from $742M to 801M.

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

Portfolio value $801 Million
ETFs: $741 Million
Technology: $18.5 Million
Financial Services: $13.4 Million
Industrials: $7.02 Million
Consumer Cyclical: $3.99 Million
Communication Services: $3.69 Million
Basic Materials: $3.35 Million
Healthcare: $3.23 Million
Other: $6.77 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$219M
$176,000 0.02% of portfolio
34,605
Q3 2024 Added 1.15%

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $801 Million
  • Prior Value $742 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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