Koss Olinger Consulting, LLC Sells in Q2 2025

Koss Olinger Consulting, LLC

  • $1.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-59.7K
- 8.72%
$66.5 - $71.25 $3.97M - $4.25M
625K $43.5M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-101K
- 7.7%
$35.3 - $37.51 $3.57M - $3.79M
1.21M $45.5M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-107K
- 27.91%
$21.71 - $22.3 $2.31M - $2.38M
275K $6.13M
GVI
Ishares Tr

ETFs
-22.6K
- 9.08%
$104.82 - $106.79 $2.37M - $2.41M
226K $24.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
-20.6K
- 3.03%
$89.87 - $92.93 $1.85M - $1.91M
659K $60.8M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-25K
- 4.12%
$47.42 - $51.67 $1.18M - $1.29M
581K $29.5M
IVE
Ishares S&P 500 Value ETF

ETFs
-12.2K
- 7.19%
$168.34 - $195.42 $2.06M - $2.39M
158K $30.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-10.8K
- 16.66%
$272.36 - $339.57 $2.94M - $3.67M
54.1K $18.4M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-86.4K
- 6.79%
$18.65 - $19.82 $1.61M - $1.71M
1.19M $23.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-898
- 4.18%
$483.48 - $539.8 $434K - $485K
20.6K $9.99M
EFV
Msci Eafe Value ETF

ETFs
-27.2K
- 21.31%
$52.4 - $64.65 $1.43M - $1.76M
101K $6.38M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-24.3K
- 4.93%
$47.89 - $48.65 $1.16M - $1.18M
468K $22.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-10.3K
- 3.0%
$96.84 - $99.46 $999K - $1.03M
334K $33.1M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-52.7K
- 11.3%
$47.24 - $58.55 $2.49M - $3.09M
414K $24.2M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-15.8K
- 28.49%
$51.36 - $62.5 $809K - $984K
39.5K $2.47M
CPB
Campbell Soup CO

Consumer Defensive
-1.49K
- 2.75%
$30.65 - $39.9 $45.6K - $59.4K
52.7K $1.62M
AAPL
Apple Inc.

Technology
-532
- 2.14%
$172.42 - $223.89 $91.7K - $119K
24.3K $4.99M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-8.32K
- 12.75%
$66.87 - $79.47 $557K - $661K
57K $4.53M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-537
- 2.64%
$90.21 - $112.66 $48.4K - $60.5K
19.8K $1.81M
CATH
Global X Fds Global X S&P 500

ETFs
-10.1K
- 27.9%
$59.85 - $75.45 $603K - $760K
26K $1.96M
DVN
Devon Energy Corp

Energy
-2.09K
- 3.47%
$26.8 - $37.92 $56.1K - $79.3K
58.1K $1.85M
VFC
V F Corp

Consumer Cyclical
-855
- 0.86%
$9.74 - $16.39 $8.33K - $14K
98.1K $1.15M
GPN
Global Payments Inc

Industrials
-459
- 2.44%
$67.47 - $99.6 $31K - $45.7K
18.3K $1.47M
KHC
Kraft Heinz CO

Consumer Defensive
-1.31K
- 2.0%
$25.61 - $30.81 $33.5K - $40.3K
64.1K $1.66M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-8.3K
- 15.09%
$70.44 - $86.87 $585K - $721K
46.7K $4.06M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-9.26K
- 13.73%
$36.2 - $38.97 $335K - $361K
58.2K $2.27M
AMN
Amn Healthcare Services Inc

Healthcare
-1.25K
- 1.78%
$17.79 - $23.8 $22.2K - $29.7K
68.9K $1.43M
XOM
Exxon Mobil Corp

Energy
-1.48K
- 16.79%
$99.93 - $119.04 $147K - $176K
7.32K $788K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-14.3K
- 18.9%
$30.87 - $39.17 $442K - $560K
61.4K $2.4M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-4.14K
- 16.17%
$72.61 - $88.75 $300K - $367K
21.4K $1.9M
UNH
Unitedhealth Group Inc

Healthcare
-15
- 1.51%
$274.35 - $599.47 $4.12K - $8.99K
980 $305K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-13.9K
- 9.33%
$34.28 - $41.6 $477K - $579K
135K $5.61M
PFE
Pfizer Inc

Healthcare
-5.02K
- 5.98%
$21.59 - $24.84 $108K - $125K
78.9K $1.91M
SLB
Schlumberger Limited

Energy
-579
- 2.38%
$31.95 - $42.2 $18.5K - $24.4K
23.7K $802K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.54K
- 15.72%
$121.58 - $136.74 $187K - $210K
8.24K $1.12M
ALB
Albemarle Corp

Basic Materials
-614
- 4.05%
$50.76 - $72.25 $31.2K - $44.4K
14.5K $910K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
-3.36K
- 11.44%
$45.67 - $52.02 $154K - $175K
26K $1.35M
CMCSA
Comcast Corp

Communication Services
-2.18K
- 3.08%
$32.84 - $36.72 $71.4K - $79.9K
68.4K $2.44M
UPS
United Parcel Service Inc

Industrials
-38
- 0.23%
$91.92 - $110.2 $3.49K - $4.19K
16.8K $1.7M
VTV
Vanguard Value ETF

ETFs
-1.69K
- 4.52%
$153.67 - $176.74 $260K - $299K
35.8K $6.32M
AMGN
Amgen Inc

Healthcare
-28
- 0.66%
$262.28 - $309.85 $7.34K - $8.68K
4.2K $1.17M
MDXG
Mimedx Group, Inc.

Healthcare
-5.15K
- 7.05%
$5.88 - $7.69 $30.3K - $39.6K
67.9K $415K
TCMD
Tactile Systems Technology Inc

Healthcare
-2.35K
- 6.37%
$9.42 - $14.35 $22.1K - $33.7K
34.5K $350K
IFF
International Flavors & Fragrances Inc

Basic Materials
-514
- 2.17%
$66.85 - $79.33 $34.4K - $40.8K
23.2K $1.71M
APA
Apa Corp

Energy
-707
- 1.63%
$14.03 - $21.24 $9.92K - $15K
42.8K $782K
VIRC
Virco Mfg Corporation

Consumer Cyclical
-4.59K
- 7.3%
$7.89 - $10.42 $36.2K - $47.8K
58.2K $464K
JNJ
Johnson & Johnson

Healthcare
-252
- 3.7%
$146.36 - $159.82 $36.9K - $40.3K
6.57K $1M
VZ
Verizon Communications Inc

Communication Services
-1.67K
- 8.12%
$41.67 - $45.62 $69.8K - $76.4K
18.9K $819K
IWR
Ishares Russell Mid Cap ETF

ETFs
-15.6K
- 8.11%
$74.88 - $91.97 $1.16M - $1.43M
176K $16.2M
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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