Koss Olinger Consulting, LLC Incresed Positions 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
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
PLTR
Palantir Technologies Inc.

Technology
1
+ 0.0%
$74.01 - $144.25 $74 - $144
20.2K $2.75M
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
PACB
Pacific Biosciences Of California, Inc.

Healthcare
300K
+ 10.0%
$0.91 - $1.45 $273K - $435K
3.3M $4.09M
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
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
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.45K
+ 14.93%
$60.34 - $74.89 $87.4K - $109K
11.2K $835K
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
VB
Vanguard Small Cap ETF

ETFs
234
+ 20.69%
$193.73 - $237.37 $45.3K - $55.5K
1.37K $323K
IJS
Ishares S&P Smallcap 600 Value

ETFs
564
+ 20.46%
$83.54 - $100.04 $47.1K - $56.4K
3.32K $330K
CSCO
Cisco Systems, Inc.

Technology
62
+ 0.83%
$53.19 - $69.38 $3.3K - $4.3K
7.52K $522K
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
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
393
+ 1.67%
$23.29 - $23.38 $9.15K - $9.19K
23.9K $558K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
335
+ 1.39%
$22.81 - $22.97 $7.64K - $7.69K
24.4K $559K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5
+ 0.29%
$103.88 - $123.68 $519 - $618
1.76K $217K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
208
+ 0.9%
$22.3 - $22.57 $4.64K - $4.69K
23.2K $522K
VGIT
Vanguard Intermediate Term Tre

ETFs
49
+ 0.65%
$58.63 - $59.9 $2.87K - $2.94K
7.64K $457K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
74
+ 0.32%
$22.09 - $22.44 $1.63K - $1.66K
22.9K $512K
SO
Southern CO

Utilities
51
+ 0.74%
$84.91 - $92.56 $4.33K - $4.72K
6.93K $636K
AMT
American Tower Corp

Real Estate
2
+ 0.17%
$203.96 - $228.19 $408 - $456
1.19K $262K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
22
+ 0.24%
$49.73 - $51.44 $1.09K - $1.13K
9.35K $480K
SPSB
Spdr Portfolio Short Term Corp

ETFs
13
+ 0.04%
$29.82 - $30.19 $388 - $392
29.6K $894K
PII
Polaris Inc.

Consumer Cyclical
304
+ 0.75%
$31.97 - $42.61 $9.72K - $13K
40.7K $1.65M
LLY
Eli Lilly & CO

Healthcare
28
+ 5.96%
$713.71 - $898.95 $20K - $25.2K
498 $388K
Lam Research Corp
19
+ 0.12%
N/A
15.7K $0
DUK
Duke Energy Corp

Utilities
3
+ 0.12%
$112.46 - $124.05 $337 - $372
2.42K $285K
AEP
American Electric Power CO Inc

Utilities
1
+ 0.05%
$98.59 - $109.11 $98.6 - $109
2.11K $219K
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 0.81%
$285.55 - $321.23 $3.14K - $3.53K
1.37K $399K
MRK
Merck & Co., Inc.

Healthcare
5
+ 0.11%
$73.47 - $87.12 $367 - $436
4.69K $371K
TMUS
T Mobile Us, Inc.

Communication Services
16
+ 0.78%
$220.99 - $268.54 $3.54K - $4.3K
2.07K $493K
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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