Koss Olinger Consulting, LLC New Holdings in Q1 2025

Koss Olinger Consulting, LLC

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
2.55K
New
$142.64 - $156.42 $363K - $398K
2.55K $381K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.36K
New
$40.03 - $46.81 $375K - $438K
9.36K $381K
PANW
Palo Alto Networks Inc

Technology
2.19K
New
$167.82 - $208.28 $367K - $455K
2.19K $373K
BNDX
Vanguard Total International B

ETFs
7.42K
New
$48.33 - $49.5 $359K - $367K
7.42K $362K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.9K
New
$50.39 - $50.66 $347K - $349K
6.9K $349K
AOR
Ishares Tr Core Growth Allocat

ETFs
5.87K
New
$56.63 - $59.39 $332K - $349K
5.87K $337K
ETN
Eaton Corp PLC

Industrials
1.23K
New
$271.83 - $371.23 $335K - $457K
1.23K $334K
TMO
Thermo Fisher Scientific Inc.

Healthcare
662
New
$497.6 - $606.74 $329K - $402K
662 $329K
JBL
Jabil Inc

Technology
2.41K
New
$130.51 - $173.33 $315K - $418K
2.41K $328K
HCA
Hca Healthcare, Inc.

Healthcare
943
New
$296.7 - $345.55 $280K - $326K
943 $325K
IWM
Ishares Russell 2000 ETF

ETFs
1.6K
New
$198.1 - $229.79 $317K - $367K
1.6K $318K
BX
Blackstone Inc.

Financial Services
2.23K
New
$136.53 - $186.74 $304K - $416K
2.23K $311K
ADBE
Adobe Inc.

Technology
795
New
$377.84 - $464.11 $300K - $369K
795 $304K
DUK
Duke Energy Corp

Utilities
2.41K
New
$105.87 - $121.97 $255K - $294K
2.41K $294K
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
AMT
American Tower Corp

Real Estate
1.19K
New
$173.46 - $217.6 $206K - $258K
1.19K $258K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.52K
New
$71.17 - $73.66 $250K - $259K
3.52K $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
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
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
ABG
Asbury Automotive Group Inc

Consumer Cyclical
911
New
$218.17 - $305.86 $199K - $279K
911 $201K
UBER
Uber Technologies, Inc

Technology
2.76K
New
$63.17 - $81.49 $175K - $225K
2.76K $201K
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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