Koss Olinger Consulting, LLC Portfolio Holdings
Koss Olinger Consulting, LLC
- $1.14 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 276
- Current Value $1.14 Billion
- Prior Value $1.07 Billion
- Filing
- Period Q3 2024
- Filing Date October 18, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 18 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 78 stocks