Koss-Olinger Consulting, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$1.15B
Signature - Title
Aryn Sands - Agent
Location
Gainesville, FL
Summary
This page shows a list of all the recent 13F filings made by Koss-Olinger Consulting, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Koss-Olinger Consulting, LLC reported 276 stock holdings with total value $1.15B as of Q3 2024. Top holdings included SCHX, JPSE, BLV, USHY, and SPMD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 276 $1.15B +$48.7M -$60.6M -$11.9M SCHX, JPSE, BLV, USHY, SPMD 13F-HR 10/18/2024, 07:09 PM
Q2 2024 267 $1.08B +$1.06B -$164M +$899M SCHX, IVE, JPSE, BLV, TSLA 13F-HR 8/6/2024, 02:45 PM
Q1 2024 46 $185M +$165M -$1B -$838M MSFT, AIG, APH, AMZN, MA 13F-HR 4/17/2024, 06:58 PM
Q4 2023 315 $1.02B +$379M -$98.1M +$281M SCHX, USHY, TSLA, JPSE, BLV 13F-HR 2/13/2024, 11:11 AM
Q3 2023 275 $678M +$105M -$261M -$157M USHY, JPSE, BLV, IVE, TSLA 13F-HR 10/10/2023, 07:25 PM
Q2 2023 283 $861M +$25M -$5.86M +$19.1M SCHX, AGG, USHY, JPSE, IVE 13F-HR 7/28/2023, 05:52 PM
Q1 2023 262 $802M +$180M -$104M +$75.8M SCHX, AGG, USHY, JPSE, IVE 13F-HR 5/12/2023, 04:23 PM
Q4 2022 237 $695M +$226M -$150M +$76.3M SCHX, SGOV, AGG, JPSE, IVE 13F-HR 2/13/2023, 06:15 PM
Q3 2022 228 $588M +$147M -$83.2M +$64M SCHX, SGOV, STPZ, IVE, SPMD 13F-HR 11/14/2022, 03:53 PM
Q2 2022 186 $548M +$144M -$143M +$523K SCHX, STIP, SGOV, PTLC, IVE 13F-HR 7/8/2022, 01:45 PM
Q1 2022 206 $620M +$167M -$95.3M +$71.3M SCHX, PTBD, PTLC, BND, STIP 13F-HR 5/6/2022, 01:51 PM
Q4 2021 215 $649M +$91.5M -$86.1M +$5.35M SCHX, PTBD, RSP, BND, STIP 13F-HR 2/7/2022, 04:17 PM
Q3 2021 229 $614M +$56.1M -$107M -$50.4M SCHX, PTBD, RSP, HYEM, STIP 13F-HR 11/9/2021, 01:21 PM
Q2 2021 244 $674M +$185M -$128M +$56.4M SCHX, PTBD, RSP, HYEM, STIP 13F-HR 8/11/2021, 02:35 PM
Q1 2021 233 $587M $0 $0 SCHX, ISTB, SPEM, RSP, JNK 13F-HR 5/14/2021, 02:43 PM