Koss Olinger Consulting, LLC Incresed Positions in Q4 2024

Koss Olinger Consulting, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
36.2K
+ 101.71%
$18.41 - $40.87 $666K - $1.48M
71.7K $1.33M
PFE
Pfizer Inc

Healthcare
2.02K
+ 2.58%
$24.8 - $30.19 $50.1K - $61K
80.4K $2.13M
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
ST
Sensata Technologies Holding PLC

Technology
2.51K
+ 4.05%
$27.12 - $36.49 $68K - $91.4K
64.3K $1.76M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
862
+ 2.35%
$49.78 - $66.55 $42.9K - $57.4K
37.6K $1.88M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
36.4K
+ 4.44%
$38.37 - $42.82 $1.4M - $1.56M
856K $32.8M
EFG
Msci Eafe Growth ETF

ETFs
640
+ 0.59%
$96.83 - $106.88 $62K - $68.4K
109K $10.6M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
17.4K
+ 2.63%
$68.25 - $75.42 $1.19M - $1.31M
677K $46.4M
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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