Koss Olinger Consulting, LLC Purchases in Q4 2024

Koss Olinger Consulting, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
410K
+ 158.86%
$90.42 - $94.5 $37M - $38.7M
668K $60.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.61M
+ 205.43%
$22.4 - $68.28 $148M - $452M
9.83M $228M
MSFT
Microsoft Corp

Technology
6.25K
+ 124.94%
$406.35 - $454.46 $2.54M - $2.84M
11.3K $4.74M
AMZN
Amazon Com Inc

Consumer Cyclical
8.41K
+ 41.1%
$180.88 - $232.93 $1.52M - $1.96M
28.9K $6.33M
AVGO
Broadcom Inc.

Technology
7.79K
+ 72.49%
$159.67 - $250.0 $1.24M - $1.95M
18.5K $4.3M
AAPL
Apple Inc.

Technology
8.49K
+ 47.15%
$221.69 - $259.02 $1.88M - $2.2M
26.5K $6.64M
PACB
Pacific Biosciences Of California, Inc.

Healthcare
1.2M
+ 150.0%
$1.55 - $2.65 $1.86M - $3.18M
2M $3.66M
Gsk PLC
5.58K
+ 8.95%
N/A
68K $2.3M
NVDA
Nvidia Corp

Technology
10.1K
+ 18.67%
$117.0 - $148.88 $1.18M - $1.5M
63.9K $8.58M
GOOG
Alphabet Inc.

Communication Services
6.94K
+ 27.09%
$163.08 - $198.16 $1.13M - $1.37M
32.5K $6.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31.6K
+ 10.69%
$96.64 - $101.23 $3.05M - $3.2M
327K $31.7M
SFST
Southern First Bancshares Inc

Financial Services
42.4K
New
$33.26 - $44.86 $1.41M - $1.9M
42.4K $1.69M
INCY
Incyte Corp

Healthcare
24.3K
New
$65.08 - $83.38 $1.58M - $2.02M
24.3K $1.68M
PYPL
Pay Pal Holdings, Inc.

Financial Services
12.5K
+ 21.5%
$77.25 - $91.3 $963K - $1.14M
70.5K $6.01M
IVV
Ishares Core S&P 500 ETF

ETFs
1.9K
+ 16.26%
$570.51 - $610.59 $1.08M - $1.16M
13.6K $7.98M
SQ
Block, Inc.

Technology
14.7K
New
$65.06 - $98.92 $954K - $1.45M
14.7K $1.25M
SSNC
Ss&C Technologies Holdings Inc

Technology
16.3K
New
$69.93 - $77.36 $1.14M - $1.26M
16.3K $1.23M
Lam Research Corp
15.8K
New
N/A
15.8K $1.14M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
12.8K
New
$82.28 - $117.52 $1.05M - $1.5M
12.8K $1.08M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
37.3K
+ 7.14%
$51.09 - $55.27 $1.9M - $2.06M
559K $28.6M
NKE
Nike, Inc.

Consumer Cyclical
16.6K
+ 65.43%
$73.36 - $89.13 $1.22M - $1.48M
41.9K $3.17M
GILD
Gilead Sciences, Inc.

Healthcare
6.78K
+ 21.55%
$83.95 - $97.9 $569K - $664K
38.2K $3.53M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
6.68K
+ 1.12%
$52.0 - $55.66 $347K - $372K
602K $32.2M
PLTR
Palantir Technologies Inc.

Technology
630
+ 3.28%
$36.46 - $82.38 $23K - $51.9K
19.9K $1.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
650
+ 0.54%
$94.43 - $105.47 $61.4K - $68.6K
121K $12.3M
ROKU
Roku, Inc

Communication Services
9.99K
+ 19.98%
$64.08 - $84.12 $640K - $841K
60K $4.46M
DVN
Devon Energy Corp

Energy
20.3K
New
$30.52 - $42.96 $618K - $870K
20.3K $663K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
47.1K
+ 3.77%
$36.54 - $37.53 $1.72M - $1.77M
1.3M $47.8M
Jakks Pac Inc
2.61K
+ 13.02%
N/A
22.6K $636K
IEFA
Ishares Tr

ETFs
9.11K
+ 310.21%
$70.06 - $77.43 $638K - $705K
12K $847K
CTVA
Corteva, Inc.

Basic Materials
10.8K
New
$55.21 - $64.13 $599K - $696K
10.8K $618K
CRSP
Crispr Therapeutics Ag

Healthcare
18.3K
+ 115.3%
$38.65 - $55.15 $707K - $1.01M
34.2K $1.35M
RTO
Rentokil Initial PLC

Industrials
23.7K
New
$22.92 - $26.98 $543K - $639K
23.7K $600K
KHC
Kraft Heinz CO

Consumer Defensive
19.4K
New
$30.1 - $36.02 $582K - $697K
19.4K $594K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
55.7K
+ 4.66%
$19.42 - $19.79 $1.08M - $1.1M
1.25M $24.4M
Lithium Amers Corp New
57K
+ 44.14%
N/A
186K $553K
DIS
Walt Disney CO

Communication Services
1.8K
+ 7.88%
$92.39 - $117.6 $166K - $211K
24.6K $2.74M
Teekay Corporation LTD
76.3K
New
N/A
76.3K $529K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
26.2K
+ 225.15%
$20.08 - $20.61 $525K - $539K
37.8K $760K
AMN
Amn Healthcare Services Inc

Healthcare
16.9K
New
$22.94 - $42.42 $387K - $716K
16.9K $404K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
2.58K
+ 0.73%
$55.05 - $58.86 $142K - $152K
357K $20.2M
WTRG
Essential Utilities, Inc.

Utilities
11K
New
$36.18 - $40.55 $398K - $446K
11K $400K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
17.4K
New
$21.81 - $22.48 $379K - $391K
17.4K $381K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
16.7K
+ 3.56%
$47.58 - $48.56 $794K - $811K
486K $23.2M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
16.4K
New
$21.68 - $22.16 $355K - $363K
16.4K $355K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
1.18K
+ 5.87%
$32.66 - $47.94 $38.7K - $56.8K
21.4K $984K
BAC
Bank Of America Corp

Financial Services
5.64K
+ 72.96%
$39.22 - $47.77 $221K - $269K
13.4K $587K
PK
Park Hotels & Resorts Inc.

Real Estate
19.9K
New
$13.68 - $15.82 $272K - $315K
19.9K $280K
APA
Apa Corp

Energy
11.7K
New
$20.47 - $27.07 $239K - $316K
11.7K $270K
Activity Summary
Buys All Purchases 105 New Holdings 26 Increased Positions 79 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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