Koss Olinger Consulting, LLC Purchases in Q2 2025

Koss Olinger Consulting, LLC

  • $1.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
3.54K
+ 2.93%
$94.31 - $157.99 $334K - $560K
125K $19.7M
TSLA
Tesla, Inc.

Consumer Cyclical
121
+ 0.15%
$221.86 - $362.89 $26.8K - $43.9K
81.2K $25.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
64K
+ 10.72%
$45.11 - $52.34 $2.89M - $3.35M
661K $34.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
31.8K
New
$102.02 - $103.5 $3.24M - $3.29M
31.8K $3.27M
SPMD
Spdr Portfolio

ETFs
6.85K
+ 0.79%
$44.89 - $54.38 $308K - $373K
875K $47.6M
AVGO
Broadcom Inc.

Technology
160
+ 1.02%
$146.29 - $275.65 $23.4K - $44.1K
15.9K $4.38M
META
Meta Platforms, Inc.

Communication Services
1.07K
+ 21.35%
$484.66 - $738.09 $520K - $791K
6.09K $4.5M
SPYG
Spdr Portfolio

ETFs
11.8K
+ 162.68%
$71.83 - $95.32 $848K - $1.13M
19.1K $1.82M
AMZN
Amazon Com Inc

Consumer Cyclical
2.14K
+ 8.25%
$167.32 - $223.3 $357K - $477K
28K $6.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.27K
+ 23.77%
$496.48 - $617.85 $632K - $787K
6.63K $4.1M
CRSP
Crispr Therapeutics Ag

Healthcare
9.69K
+ 29.79%
$31.27 - $48.64 $303K - $471K
42.2K $2.05M
NFLX
Netflix Inc

Communication Services
1
+ 0.05%
$855.86 - $1339.13 $856 - $1.34K
2.02K $2.7M
VTI
Vanguard Total Stock Market Et

ETFs
1.95K
+ 32.01%
$243.75 - $303.93 $474K - $591K
8.02K $2.44M
COIN
Coinbase Global, Inc.

Technology
1
+ 0.02%
$151.47 - $375.07 $151 - $375
4.07K $1.42M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.9K
New
$91.43 - $91.74 $722K - $725K
7.9K $724K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
28K
New
$22.66 - $23.35 $634K - $653K
28K $650K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
28.6K
New
$22.22 - $22.92 $634K - $654K
28.6K $648K
BSMU
Invesco Exchange Self Ind Tr

ETFs
30.2K
New
$20.97 - $21.71 $633K - $655K
30.2K $648K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
27.5K
New
$23.03 - $23.64 $634K - $650K
27.5K $645K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
300K
+ 10.0%
$0.91 - $1.45 $273K - $435K
3.3M $4.09M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
26K
New
$20.08 - $20.98 $523K - $546K
26K $537K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
20.4K
+ 188.77%
$23.2 - $23.63 $473K - $482K
31.2K $734K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
19.5K
+ 187.4%
$24.37 - $24.56 $475K - $478K
29.9K $732K
IEFA
Ishares Tr

ETFs
4.77K
+ 54.74%
$67.83 - $84.09 $324K - $401K
13.5K $1.13M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
4.38K
New
$65.04 - $82.18 $285K - $360K
4.38K $360K
FDUS
Fidus Investment Corp

Financial Services
16.2K
New
$17.32 - $20.65 $280K - $334K
16.2K $326K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.84K
+ 19.68%
$77.74 - $78.78 $299K - $303K
23.4K $1.84M
INTU
Intuit Inc

Technology
1
+ 0.06%
$544.07 - $787.63 $544 - $788
1.73K $1.36M
TRU
Trans Union

Industrials
3.15K
New
$69.26 - $91.89 $218K - $290K
3.15K $277K
JCI
Johnson Controls International PLC

Industrials
2.44K
New
$71.14 - $105.62 $174K - $258K
2.44K $257K
ARCC
Ares Capital Corp

Financial Services
11.5K
New
$18.91 - $22.43 $218K - $259K
11.5K $253K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.51K
New
$59.24 - $71.39 $208K - $251K
3.51K $250K
IEMG
Ishares Inc

ETFs
4.64K
New
N/A
4.64K $248K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.3K
New
$73.7 - $90.98 $170K - $210K
2.3K $209K
VMC
Vulcan Materials CO

Basic Materials
775
New
$226.49 - $276.01 $176K - $214K
775 $202K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.45K
+ 14.93%
$60.34 - $74.89 $87.4K - $109K
11.2K $835K
BSCU
Invesco Exc Self Ind Tr

ETFs
10.4K
New
$16.31 - $16.78 $170K - $175K
10.4K $174K
GOOGL
Alphabet Inc.

Communication Services
160
+ 3.05%
$144.7 - $178.6 $23.2K - $28.6K
5.4K $951K
VEA
Vanguard Ftse Developed Market

ETFs
835
+ 5.87%
$45.65 - $57.01 $38.1K - $47.6K
15.1K $859K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.82K
+ 4.96%
$49.57 - $50.27 $90.4K - $91.7K
38.6K $1.94M
NTLA
Intellia Therapeutics, Inc.

Healthcare
10K
New
$6.28 - $9.67 $62.8K - $96.7K
10K $93K
VB
Vanguard Small Cap ETF

ETFs
234
+ 20.69%
$193.73 - $237.37 $45.3K - $55.5K
1.37K $323K
CSCO
Cisco Systems, Inc.

Technology
62
+ 0.83%
$53.19 - $69.38 $3.3K - $4.3K
7.52K $522K
IJS
Ishares S&P Smallcap 600 Value

ETFs
564
+ 20.46%
$83.54 - $100.04 $47.1K - $56.4K
3.32K $330K
EBAY
Ebay Inc

Consumer Cyclical
4
+ 0.05%
$59.52 - $79.36 $238 - $317
8.41K $625K
HYLB
Xtrackers Usd High Yield Corp

ETFs
919
+ 6.59%
$34.72 - $36.92 $31.9K - $33.9K
14.9K $548K
SCHG
Schwab Strategic Tr Us Large C

ETFs
45
+ 0.45%
$22.27 - $29.21 $1K - $1.31K
10K $293K
TM
Toyota Motor Corp

Consumer Cyclical
500
+ 4.56%
$158.63 - $195.39 $79.3K - $97.7K
11.5K $1.97M
BSX
Boston Scientific Corp

Healthcare
15
+ 0.3%
$89.7 - $107.41 $1.35K - $1.61K
4.96K $532K
Activity Summary
Buys All Purchases 75 New Holdings 22 Increased Positions 53 Sells All Sells 218 Reductions 218 Sold out 0 Options Calls 0 Puts 0
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