Koss Olinger Consulting, LLC Incresed Positions in Q1 2025

Koss Olinger Consulting, LLC

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
109K
+ 30.59%
$52.53 - $58.51 $5.74M - $6.4M
467K $25M
NVDA
Nvidia Corp

Technology
57.1K
+ 89.38%
$106.98 - $149.43 $6.11M - $8.54M
121K $13.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
12.3K
+ 1.85%
$89.27 - $92.9 $1.1M - $1.15M
680K $62.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17K
+ 5.19%
$95.85 - $99.25 $1.63M - $1.69M
344K $34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
993
+ 4.85%
$442.66 - $534.52 $440K - $531K
21.5K $11.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
38.3K
+ 6.85%
$49.78 - $53.19 $1.9M - $2.04M
597K $30.5M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
7.16K
+ 1.06%
$66.9 - $71.57 $479K - $512K
685K $48.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.7K
+ 2.66%
$37.07 - $40.63 $843K - $924K
878K $34.6M
DVN
Devon Energy Corp

Energy
40K
+ 197.47%
$33.15 - $38.55 $1.33M - $1.54M
60.2K $2.25M
CTVA
Corteva, Inc.

Basic Materials
22K
+ 202.64%
$55.94 - $66.15 $1.23M - $1.45M
32.8K $2.07M
AMN
Amn Healthcare Services Inc

Healthcare
53.3K
+ 315.9%
$23.07 - $28.1 $1.23M - $1.5M
70.2K $1.72M
RTO
Rentokil Initial PLC

Industrials
55.9K
+ 235.92%
$20.76 - $27.11 $1.16M - $1.52M
79.6K $1.82M
MSFT
Microsoft Corp

Technology
4.14K
+ 36.82%
$375.39 - $447.2 $1.56M - $1.85M
15.4K $5.78M
INCY
Incyte Corp

Healthcare
19.2K
+ 78.99%
$60.0 - $75.26 $1.15M - $1.44M
43.5K $2.63M
LYG
Lloyds Banking Group PLC

Financial Services
207K
+ 205.5%
$2.58 - $3.9 $533K - $806K
307K $1.17M
GVI
Ishares Tr

ETFs
2.84K
+ 1.15%
$103.49 - $106.02 $294K - $301K
249K $26.4M
RPRX
Royalty Pharma PLC

Healthcare
21.2K
+ 201.55%
$25.75 - $33.86 $547K - $719K
31.8K $988K
WTRG
Essential Utilities, Inc.

Utilities
16.6K
+ 150.97%
$33.49 - $40.57 $557K - $674K
27.6K $1.09M
APA
Apa Corp

Energy
31.8K
+ 271.83%
$18.54 - $25.45 $589K - $809K
43.5K $913K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
100
+ 0.78%
$80.53 - $147.57 $8.05K - $14.8K
12.9K $1.7M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
20K
+ 1.6%
$19.43 - $19.9 $389K - $398K
1.27M $25M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.24K
+ 1.28%
$47.59 - $48.35 $297K - $302K
492K $23.8M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.8K
+ 41.61%
$48.43 - $49.9 $523K - $539K
36.8K $1.84M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
14.9K
+ 1.15%
$36.63 - $37.45 $545K - $557K
1.31M $48.4M
SB
Safe Bulkers, Inc.

Industrials
152K
+ 548.61%
$3.31 - $3.9 $503K - $593K
180K $662K
CMP
Compass Minerals International Inc

Basic Materials
61.5K
+ 263.14%
$9.29 - $14.21 $571K - $874K
84.9K $788K
PK
Park Hotels & Resorts Inc.

Real Estate
54.2K
+ 272.62%
$10.68 - $14.19 $579K - $769K
74.1K $791K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
947
+ 2.52%
$46.15 - $63.53 $43.7K - $60.2K
38.5K $2.37M
IFF
International Flavors & Fragrances Inc

Basic Materials
7.61K
+ 47.22%
$76.48 - $87.72 $582K - $667K
23.7K $1.84M
MDXG
Mimedx Group, Inc.

Healthcare
62.7K
+ 605.39%
$7.54 - $9.28 $473K - $582K
73.1K $555K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
96.5K
+ 494.53%
$4.75 - $5.7 $458K - $550K
116K $552K
EGY
Vaalco Energy Inc

Energy
121K
+ 598.57%
$3.71 - $4.74 $447K - $572K
141K $529K
EFG
Msci Eafe Growth ETF

ETFs
336
+ 0.31%
$96.1 - $106.37 $32.3K - $35.7K
110K $11M
FF
Future Fuel Corp.

Basic Materials
82.5K
+ 436.96%
$3.9 - $5.65 $322K - $466K
101K $395K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
4.51K
+ 1.2%
$21.49 - $22.24 $97K - $100K
382K $8.47M
VEA
Vanguard Ftse Developed Market

ETFs
3.93K
+ 38.11%
$47.4 - $52.99 $186K - $208K
14.2K $723K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.51K
+ 7.46%
$25.69 - $26.89 $142K - $148K
79.4K $2.13M
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
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
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
638
+ 1.69%
$20.05 - $20.4 $12.8K - $13K
38.4K $781K
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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