Koss Olinger Consulting, LLC Purchases in Q1 2025

Koss Olinger Consulting, LLC

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHOP
Shopify Inc.

Technology
3.06K
New
$90.59 - $129.31 $277K - $396K
3.06K $292K
BMY
Bristol Myers Squibb CO

Healthcare
4.61K
New
$53.9 - $63.11 $249K - $291K
4.61K $281K
FLRN
Spdr Bloomberg Investment Grad

ETFs
9.02K
New
$30.71 - $30.87 $277K - $278K
9.02K $277K
SNY
Sanofi

Healthcare
4.96K
New
$48.15 - $59.42 $239K - $295K
4.96K $275K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.76K
New
$96.3 - $112.23 $265K - $309K
2.76K $268K
BDX
Becton Dickinson & CO

Healthcare
1.16K
New
$222.79 - $249.08 $259K - $289K
1.16K $266K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.52K
New
$71.17 - $73.66 $250K - $259K
3.52K $258K
AMT
American Tower Corp

Real Estate
1.19K
New
$173.46 - $217.6 $206K - $258K
1.19K $258K
LMT
Lockheed Martin Corp

Industrials
571
New
$423.19 - $506.29 $242K - $289K
571 $255K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
10.4K
New
$24.41 - $24.65 $254K - $256K
10.4K $254K
EMB
Ishares Tr

ETFs
2.77K
New
$88.64 - $92.03 $246K - $255K
2.77K $251K
VB
Vanguard Small Cap ETF

ETFs
1.13K
New
$217.89 - $252.64 $246K - $286K
1.13K $250K
TZOO
Travelzoo

Communication Services
32.8K
New
N/A
32.8K $245K
FITB
Fifth Third Bancorp

Financial Services
6.17K
New
$37.48 - $44.96 $231K - $277K
6.17K $241K
CNC
Centene Corp

Healthcare
3.97K
New
$55.93 - $65.89 $222K - $261K
3.97K $240K
BLKB
Blackbaud Inc

Technology
3.8K
New
$61.9 - $80.79 $235K - $307K
3.8K $235K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
370
New
$634.14 - $744.83 $235K - $276K
370 $234K
GS
Goldman Sachs Group Inc

Financial Services
427
New
$524.81 - $672.19 $224K - $287K
427 $233K
MS
Morgan Stanley

Financial Services
2K
New
$111.68 - $141.08 $223K - $282K
2K $232K
ELV
Elevance Health, Inc.

Healthcare
534
New
$365.9 - $436.25 $195K - $233K
534 $232K
AEP
American Electric Power CO Inc

Utilities
2.11K
New
$90.32 - $109.27 $191K - $231K
2.11K $230K
VEA
Vanguard Ftse Developed Market

ETFs
3.93K
+ 38.11%
$47.4 - $52.99 $186K - $208K
14.2K $723K
VUG
Vanguard Growth ETF

ETFs
620
New
$369.1 - $427.61 $229K - $265K
620 $229K
MGK
Vanguard Mega Cap Growth ETF

ETFs
740
New
$307.43 - $357.48 $227K - $265K
740 $228K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.77K
New
$126.11 - $135.06 $224K - $239K
1.77K $228K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.51K
+ 7.46%
$25.69 - $26.89 $142K - $148K
79.4K $2.13M
CHTR
Charter Communications, Inc.

Communication Services
611
New
$334.89 - $384.77 $205K - $235K
611 $225K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.12K
New
$25.81 - $28.52 $210K - $232K
8.12K $223K
PECO
Phillips Edison & Company, Inc.

Real Estate
6.09K
New
$34.43 - $37.49 $210K - $228K
6.09K $222K
AOK
Ishares Tr Core Conservative A

ETFs
5.77K
New
$36.86 - $38.15 $213K - $220K
5.77K $217K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.75K
New
$117.4 - $131.02 $206K - $229K
1.75K $209K
SWKS
Skyworks Solutions, Inc.

Technology
3.22K
New
$64.12 - $93.96 $207K - $303K
3.22K $208K
MP
Mp Materials Corp.

Basic Materials
8.5K
New
$16.39 - $26.93 $139K - $229K
8.5K $207K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
4.32K
New
$43.6 - $49.84 $188K - $215K
4.32K $205K
GLD
Spdr Gold Trust

ETFs
711
New
$243.19 - $288.14 $173K - $205K
711 $204K
UBER
Uber Technologies, Inc

Technology
2.76K
New
$63.17 - $81.49 $175K - $225K
2.76K $201K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
911
New
$218.17 - $305.86 $199K - $279K
911 $201K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
454
+ 2.28%
$98.98 - $113.18 $44.9K - $51.4K
20.4K $2.31M
PLTR
Palantir Technologies Inc.

Technology
308
+ 1.55%
$64.98 - $124.62 $20K - $38.4K
20.2K $1.7M
CMCSA
Comcast Corp

Communication Services
5.03K
+ 7.67%
$33.19 - $38.23 $167K - $192K
70.6K $2.6M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
473
+ 0.63%
$32.74 - $36.2 $15.5K - $17.1K
75.7K $2.65M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.43K
+ 31.2%
$21.77 - $22.25 $118K - $121K
22.8K $507K
CHY
Calamos Convertible & High Income Fund

Financial Services
10K
New
$10.1 - $12.0 $101K - $120K
10K $101K
PII
Polaris Inc.

Consumer Cyclical
13.3K
+ 49.24%
$40.9 - $58.36 $545K - $777K
40.4K $1.65M
SD
Sandridge Energy Inc

Energy
6.77K
+ 15.45%
$10.94 - $12.67 $74.1K - $85.8K
50.6K $577K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2
+ 0.0%
$20.2 - $22.24 $40.4 - $44.5
106K $2.27M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.26K
+ 4.45%
$29.82 - $30.1 $37.6K - $38K
29.6K $891K
VIRC
Virco Mfg Corporation

Consumer Cyclical
7.61K
+ 13.78%
$9.3 - $11.69 $70.8K - $88.9K
62.8K $594K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
180
+ 0.37%
$29.72 - $31.94 $5.35K - $5.75K
49.4K $1.52M
Activity Summary
Buys All Purchases 236 New Holdings 154 Increased Positions 82 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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