Koss Olinger Consulting, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 276 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $218M, J P Morgan Diversified Return with a value of $58.2M, Vanguard Bd Index Fd Inc Long with a value of $49.6M, Ishares Tr Broad Usd High Yiel with a value of $47.1M, and Spdr Portfolio with a value of $44M.
Examining the 13F form we can see an increase of $68.6M in the current position value, from $1.07B to 1.14B.
Below you can find more details about Koss Olinger Consulting, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
ETFs: $913 Million
Consumer Cyclical: $67.5 Million
Technology: $29.8 Million
Financial Services: $28.3 Million
Communication Services: $23.7 Million
Healthcare: $22.8 Million
Consumer Defensive: $13.2 Million
Industrials: $11.9 Million
Other: $12.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
