Koss Olinger Consulting, LLC Portfolio Holdings
Koss Olinger Consulting, LLC
- $1.07 Billion
- Q2 2024
Koss Olinger Consulting, LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.07 Billion distributed in 267 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 $206M, Ishares S&P 500 Value ETF with a value of $55.9M, J P Morgan Diversified Return with a value of $52.2M, Vanguard Bd Index Fd Inc Long with a value of $46.4M, and Tesla, Inc. with a value of $46.1M.
Examining the 13F form we can see an increase of $898M in the current position value, from $176M to 1.07B.
Below you can find more details about Koss Olinger Consulting, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 267
- Current Value $1.07 Billion
- Prior Value $176 Million
- Filing
- Period Q2 2024
- Filing Date August 06, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 248 stocks
- Additional Purchases 7 stocks
- Sold out of 0 stocks
- Reduced holdings in 12 stocks