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
RPRX
Royalty Pharma PLC

Healthcare
10.5K
New
$24.28 - $28.39 $256K - $299K
10.5K $269K
CMP
Compass Minerals International Inc

Basic Materials
23.4K
New
$10.59 - $15.7 $248K - $367K
23.4K $263K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
10.2K
New
$23.48 - $23.73 $239K - $242K
10.2K $240K
LYG
Lloyds Banking Group PLC

Financial Services
80.3K
+ 396.31%
$2.67 - $3.23 $214K - $259K
101K $274K
GVI
Ishares Tr

ETFs
8.48K
+ 3.57%
$103.89 - $107.05 $881K - $907K
246K $25.7M
PRDO
Perdoceo Education Corp

Consumer Defensive
2.22K
+ 8.19%
$20.61 - $28.08 $45.7K - $62.2K
29.3K $775K
REPX
Riley Exploration Permian, Inc.

Energy
2.13K
+ 11.64%
$25.96 - $36.88 $55.4K - $78.7K
20.5K $653K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.91K
+ 10.62%
$101.77 - $113.02 $195K - $216K
19.9K $2.11M
PX
P10, Inc.

Financial Services
12.5K
New
$10.75 - $14.17 $134K - $177K
12.5K $158K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.82K
+ 19.45%
$19.38 - $19.58 $151K - $153K
48K $933K
FF
Future Fuel Corp.

Basic Materials
18.9K
New
$5.0 - $6.29 $94.5K - $119K
18.9K $100K
MDXG
Mimedx Group, Inc.

Healthcare
10.4K
New
$5.51 - $9.75 $57.1K - $101K
10.4K $100K
SB
Safe Bulkers, Inc.

Industrials
27.7K
New
$3.48 - $5.15 $96.4K - $143K
27.7K $99K
EGY
Vaalco Energy Inc

Energy
20.1K
New
$4.24 - $6.38 $85.4K - $129K
20.1K $88K
SD
Sandridge Energy Inc

Energy
7.79K
+ 21.62%
$10.5 - $12.95 $81.8K - $101K
43.8K $513K
IXN
Ishares Global Information Tec

ETFs
246
+ 1.45%
$80.67 - $87.84 $19.8K - $21.6K
17.2K $1.45M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.56K
+ 6.0%
$20.6 - $20.71 $52.6K - $52.9K
45.1K $932K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2.12K
+ 14.05%
$23.25 - $23.56 $49.3K - $50K
17.2K $401K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.19K
+ 5.91%
$19.42 - $19.76 $42.5K - $43.2K
39.2K $763K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.92K
+ 15.35%
$18.28 - $18.87 $35K - $36.2K
14.4K $264K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.5K
+ 300.0%
$25.93 - $105.3 $194K - $790K
10K $279K
T
At&T Inc.

Communication Services
100
+ 0.76%
$21.22 - $23.88 $2.12K - $2.39K
13.2K $300K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
275
+ 1.61%
$23.02 - $23.23 $6.33K - $6.39K
17.3K $400K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
662
+ 3.04%
$22.1 - $22.59 $14.6K - $15K
22.4K $498K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
410
+ 1.78%
$22.72 - $23.0 $9.32K - $9.43K
23.5K $535K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
220
+ 0.97%
$23.25 - $23.37 $5.12K - $5.14K
22.9K $535K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.24K
+ 99.27%
$25.33 - $51.16 $234K - $473K
18.5K $479K
HRL
Hormel Foods Corp

Consumer Defensive
145
+ 0.94%
$29.21 - $33.55 $4.24K - $4.86K
15.5K $488K
BSJR
Invesco Indx Tr

ETFs
141
+ 0.89%
$22.37 - $22.7 $3.15K - $3.2K
15.9K $357K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.24K
+ 0.85%
$41.64 - $45.75 $51.7K - $56.8K
147K $6.16M
RSP
Invesco S&P 500 Equal Weight E

ETFs
362
+ 1.56%
$174.22 - $187.62 $63.1K - $67.9K
23.6K $4.13M
VEA
Vanguard Ftse Developed Market

ETFs
232
+ 2.3%
$47.57 - $52.44 $11K - $12.2K
10.3K $493K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
2.4K
+ 14.52%
$27.34 - $35.73 $65.7K - $85.9K
19K $520K
INTC
Intel Corp

Technology
1K
+ 4.84%
$19.07 - $26.23 $19.1K - $26.2K
21.6K $434K
ASC
Ardmore Shipping Corp

Industrials
9.72K
+ 30.35%
$11.09 - $18.59 $108K - $181K
41.7K $507K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
393
+ 0.81%
$30.48 - $34.2 $12K - $13.4K
49.2K $1.5M
VIRC
Virco Mfg Corporation

Consumer Cyclical
5.94K
+ 12.05%
$10.21 - $16.74 $60.6K - $99.4K
55.2K $566K
VTV
Vanguard Value ETF

ETFs
370
+ 0.99%
$168.32 - $181.87 $62.3K - $67.3K
37.7K $6.38M
PFE
Pfizer Inc

Healthcare
2.02K
+ 2.58%
$24.8 - $30.19 $50.1K - $61K
80.4K $2.13M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
36.2K
+ 101.71%
$18.41 - $40.87 $666K - $1.48M
71.7K $1.33M
IFF
International Flavors & Fragrances Inc

Basic Materials
1.59K
+ 10.97%
$83.96 - $106.19 $134K - $169K
16.1K $1.36M
CMCSA
Comcast Corp

Communication Services
1.69K
+ 2.65%
$37.39 - $45.14 $63.3K - $76.4K
65.6K $2.46M
SCHP
Schwab Strategic Us Tips ETF

ETFs
34.4K
+ 87.11%
$25.74 - $53.78 $885K - $1.85M
73.9K $1.91M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
7
+ 0.01%
$20.55 - $23.26 $144 - $163
106K $2.23M
JPSE
J P Morgan Diversified Return

ETFs
26K
+ 2.15%
$46.77 - $51.7 $1.22M - $1.34M
1.24M $57.9M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
3.4K
+ 0.91%
$21.66 - $22.69 $73.6K - $77.1K
377K $8.22M
CPB
Campbell Soup CO

Consumer Defensive
380
+ 0.73%
$41.42 - $48.71 $15.7K - $18.5K
52.4K $2.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.1K
+ 4.94%
$44.04 - $49.49 $487K - $548K
235K $10.4M
PII
Polaris Inc.

Consumer Cyclical
3.24K
+ 13.59%
$56.74 - $83.06 $184K - $269K
27K $1.56M
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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