Kohmann Bosshard Financial Services
Latest statistics and disclosures from Kohmann Bosshard Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, SCHZ, VCSH, VEA, VIG, and represent 40.27% of Kohmann Bosshard Financial Services's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$94M), SCHZ (+$30M), SCHD (+$20M), SCHP (+$16M), SCHA (+$16M), VEA (+$9.1M), VCSH, SCHM, SCHG, BIL.
- Started 584 new stock positions in Altaba, WTW, BITW, SCI, BAYRY, EMR, Quanta Svcs, MPWR, RRDMF, MTB.
- Reduced shares in these 10 stocks: SCHY, Bsco etf, VSS, QQQ, VIG, VOE, VUG, HDV, VBR, AAPL.
- Sold out of its positions in FTCS, QQQ, Bsco etf.
- Kohmann Bosshard Financial Services was a net buyer of stock by $213M.
- Kohmann Bosshard Financial Services has $833M in assets under management (AUM), dropping by 3.46%.
- Central Index Key (CIK): 0001696615
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Portfolio Holdings for Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services holds 784 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Kohmann Bosshard Financial Services has 784 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Kohmann Bosshard Financial Services Dec. 31, 2024 positions
- Download the Kohmann Bosshard Financial Services December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Us Large Cap Etf Eqty (SCHX) | 16.3 | $136M | +222% | 5.9M | 23.18 |
|
| Schwab Us Aggregate Bond Eqty (SCHZ) | 6.7 | $56M | +113% | 2.5M | 22.70 |
|
| Vanguard Short Term Cor Eqty (VCSH) | 6.7 | $56M | +9% | 719k | 78.01 |
|
| Vanguard Ftse Developed Eqty (VEA) | 6.0 | $50M | +22% | 1.0M | 47.82 |
|
| Vanguard Dividend Eqty (VIG) | 4.4 | $37M | -3% | 189k | 195.83 |
|
| Schwab Us Tips Etf Eqty (SCHP) | 3.7 | $31M | +114% | 1.2M | 25.83 |
|
| Schwab Us Dividend Eqty (SCHD) | 3.7 | $31M | +187% | 1.1M | 27.32 |
|
| Schwab Us Small Cap Etf Eqty (SCHA) | 3.2 | $27M | +144% | 1.0M | 25.86 |
|
| Ishares 0 To 3 Mnth Eqty (SGOV) | 2.6 | $22M | 215k | 100.32 |
|
|
| Spdr Portfolio High Eqty (SPHY) | 2.4 | $20M | +4% | 865k | 23.47 |
|
| Vanguard Real Estate Eqty (VNQ) | 2.4 | $20M | +5% | 226k | 89.08 |
|
| Vanguard Small Cap Etf Eqty (VB) | 2.4 | $20M | 83k | 240.28 |
|
|
| Vanguard Growth Etf Eqty (VUG) | 2.4 | $20M | -5% | 48k | 410.44 |
|
| Ishares Core High Eqty (HDV) | 2.0 | $17M | -4% | 147k | 112.26 |
|
| Spdr Portfolio S&p 500 Eqty (SPLG) | 1.9 | $16M | 233k | 68.94 |
|
|
| Vanguard S&p 500 Etf Eqty (VOO) | 1.8 | $15M | +8% | 28k | 538.81 |
|
| Vanguard Ftse Emerging Eqty (VWO) | 1.6 | $14M | +5% | 307k | 44.04 |
|
| Spdr Bloomberg 1 3 Mnth Eqty (BIL) | 1.3 | $11M | +40% | 115k | 91.43 |
|
| Apple Eqty (AAPL) | 1.2 | $10M | -5% | 41k | 250.42 |
|
| Vanguard Intl Dividend Eqty (VIGI) | 1.0 | $8.6M | -4% | 107k | 79.99 |
|
| Vanguard Small Cap Value Eqty (VBR) | 1.0 | $8.3M | -7% | 42k | 198.18 |
|
| Charles Schwab Us Mc Eqty (SCHM) | 0.9 | $7.6M | +162% | 273k | 27.71 |
|
| Charles Schwab Corp Eqty (SCHW) | 0.9 | $7.5M | -6% | 102k | 74.01 |
|
| Vanguard Mid Cap Value Eqty (VOE) | 0.8 | $6.3M | -15% | 39k | 161.77 |
|
| Vgrd Ftse All Wrld Ex Us Eqty (VSS) | 0.7 | $5.8M | -22% | 51k | 114.48 |
|
| Schwab International Eqty (SCHF) | 0.7 | $5.8M | +95% | 314k | 18.50 |
|
| Schwab Emerging Markets Eqty (SCHE) | 0.6 | $4.8M | -3% | 180k | 26.63 |
|
| Vanguard Total Eqty (VTI) | 0.6 | $4.7M | 16k | 289.81 |
|
|
| Schwab International Eqty (SCHY) | 0.6 | $4.6M | -35% | 200k | 23.12 |
|
| Schwab Us Large Cap Eqty (SCHG) | 0.5 | $4.5M | +299% | 162k | 27.87 |
|
| Vanguard High Dividend Eqty (VYM) | 0.4 | $3.7M | -11% | 29k | 127.59 |
|
| Ishares Core Dividend Eqty (DGRO) | 0.4 | $3.6M | 58k | 61.34 |
|
|
| Microsoft Corp Eqty (MSFT) | 0.4 | $3.4M | -7% | 8.0k | 421.51 |
|
| Schwab Internatnal Small Eqty (SCHC) | 0.4 | $3.2M | -11% | 94k | 34.33 |
|
| Vanguard Large Cap Etf Eqty (VV) | 0.4 | $3.1M | 12k | 269.70 |
|
|
| Ishares S&p 500 Growth Eqty (IVW) | 0.4 | $3.0M | -15% | 29k | 101.53 |
|
| Ishares Core S&p 500 Eqty (IVV) | 0.3 | $2.9M | +2% | 4.9k | 588.68 |
|
| Schwab Us Broad Market Eqty (SCHB) | 0.3 | $2.7M | +195% | 120k | 22.70 |
|
| Spdr Portfolio S&p 400 Eqty (SPMD) | 0.3 | $2.6M | -2% | 48k | 54.69 |
|
| Invsc Bulletshares 2025 Eqty (BSCP) | 0.3 | $2.5M | 123k | 20.65 |
|
|
| Charles Schwab Us Reit Eqty (SCHH) | 0.3 | $2.4M | -5% | 113k | 21.06 |
|
| Nvidia Corp Eqty (NVDA) | 0.3 | $2.3M | -3% | 17k | 134.29 |
|
| Ishares Core S&p Small Eqty (IJR) | 0.3 | $2.1M | -6% | 18k | 115.22 |
|
| Ishares Core S&p Mid Cap Eqty (IJH) | 0.2 | $2.0M | -7% | 32k | 62.31 |
|
| Spdr Short Term Treasury Eqty (SPTS) | 0.2 | $2.0M | +45% | 69k | 29.01 |
|
| Ishares Core Us Reit Eqty (USRT) | 0.2 | $2.0M | -4% | 34k | 57.31 |
|
| Spdr Portfolio Dvlpd Eqty (SPDW) | 0.2 | $2.0M | -8% | 57k | 34.13 |
|
| Spdr S&p 500 Etf Iv Eqty (SPY) | 0.2 | $1.9M | 3.3k | 586.08 |
|
|
| Ishares Dividend Growth Eqty (IGRO) | 0.2 | $1.9M | -2% | 29k | 67.96 |
|
| Spdr Index Shares Emerg Eqty (SPEM) | 0.2 | $1.9M | 50k | 38.37 |
|
|
| Firstenergy Corp Eqty (FE) | 0.2 | $1.9M | 47k | 39.78 |
|
|
| Vanguard Mid Cap Etf Eqty (VO) | 0.2 | $1.8M | 6.8k | 264.12 |
|
|
| Spdr Portfolio S&p 600 Eqty (SPSM) | 0.2 | $1.8M | -4% | 40k | 44.92 |
|
| Ishares S&p 500 Value Eqty (IVE) | 0.2 | $1.8M | -8% | 9.3k | 190.88 |
|
| Invsc Bulletshars 2026 Eqty (BSCQ) | 0.2 | $1.8M | -17% | 91k | 19.43 |
|
| Schwab 1000 Index Etf Eqty (SCHK) | 0.2 | $1.7M | +100% | 61k | 28.31 |
|
| Amazon Eqty (AMZN) | 0.2 | $1.7M | 7.6k | 219.39 |
|
|
| Fedex Corp Eqty (FDX) | 0.2 | $1.6M | -2% | 5.7k | 281.33 |
|
| Invesco Bulletshars 2028 Eqty (BSCS) | 0.2 | $1.5M | +36% | 73k | 20.13 |
|
| Invsc Qqq Trust Srs 1 Eqty | 0.2 | $1.4M | NEW | 2.8k | 511.30 |
|
| Vanguard Extended Market Eqty (VXF) | 0.2 | $1.4M | 7.5k | 189.98 |
|
|
| Alphabet Eqty (GOOG) | 0.2 | $1.4M | -6% | 7.4k | 190.45 |
|
| Vanguard Internatnl Hgh Eqty (VYMI) | 0.2 | $1.4M | -2% | 21k | 67.88 |
|
| Sherwin-williams Eqty (SHW) | 0.2 | $1.4M | +3% | 4.0k | 339.97 |
|
| Ishares Russell Mid Cap Eqty (IWR) | 0.2 | $1.4M | +2% | 16k | 88.40 |
|
| Alphabet Eqty (GOOGL) | 0.2 | $1.3M | 7.0k | 189.31 |
|
|
| Ishares Core Us Eqty (AGG) | 0.2 | $1.3M | +57% | 13k | 96.90 |
|
| Vaneck Ig Floating Rate Eqty (FLTR) | 0.2 | $1.3M | -4% | 50k | 25.45 |
|
| Ishares Morn Small Cap Eqty (ISCV) | 0.1 | $1.2M | 20k | 63.41 |
|
|
| Ishares Select Dividend Eqty (DVY) | 0.1 | $1.2M | -6% | 9.2k | 131.29 |
|
| Invsc Bltshrs 2029 Corp Eqty (BSCT) | 0.1 | $1.2M | +65% | 65k | 18.34 |
|
| Global X Us Preferred Eqty (PFFD) | 0.1 | $1.1M | -22% | 58k | 19.51 |
|
| Vanguard Value Etf Eqty (VTV) | 0.1 | $1.1M | +35% | 6.6k | 169.31 |
|
| Vanguard Muni Bnd Tax Eqty (VTEB) | 0.1 | $1.1M | +37% | 22k | 50.13 |
|
| Invsc Bulletshares 2027 Eqty (BSCR) | 0.1 | $1.1M | 55k | 19.48 |
|
|
| Spdr Short Term Eqty (SPSB) | 0.1 | $1.0M | 34k | 29.86 |
|
|
| Jpmorgan Chase & Co Eqty (JPM) | 0.1 | $1.0M | -8% | 4.3k | 239.74 |
|
| Invesco Bulletshares Eqty (BSCX) | 0.1 | $1.0M | NEW | 49k | 20.62 |
|
| Ishares Core Msci Totl Eqty (IXUS) | 0.1 | $960k | 15k | 66.14 |
|
|
| Wabtec Eqty (WAB) | 0.1 | $928k | -4% | 4.9k | 189.59 |
|
| Vanguard Ftse All World Eqty (VEU) | 0.1 | $897k | 16k | 57.41 |
|
|
| Technology Select Sector Eqty (XLK) | 0.1 | $886k | 3.8k | 232.52 |
|
|
| Broadcom Eqty (AVGO) | 0.1 | $866k | 3.7k | 231.83 |
|
|
| Ishares Russell Top 200 Eqty (IWY) | 0.1 | $849k | +5% | 3.6k | 235.27 |
|
| Spdr S&p 500 High Eqty (SPYD) | 0.1 | $818k | -14% | 19k | 43.24 |
|
| Progressive Corp Oh Eqty (PGR) | 0.1 | $816k | -5% | 3.4k | 239.61 |
|
| Spdr Bloomberg 3 12 Mth Eqty (BILS) | 0.1 | $813k | -32% | 8.2k | 99.14 |
|
| Ishares Msci Germany Eqty (EWG) | 0.1 | $807k | 25k | 31.82 |
|
|
| Ishares S&p Mid Cap 400 Eqty (IJJ) | 0.1 | $794k | 6.4k | 124.96 |
|
|
| Berkshire Hathaway Eqty (BRK.B) | 0.1 | $785k | +3% | 1.7k | 453.28 |
|
| Exxon Mobil Corp Eqty (XOM) | 0.1 | $761k | -3% | 7.1k | 107.57 |
|
| Ishares Russell Top 200 Eqty (IWX) | 0.1 | $743k | 9.4k | 79.03 |
|
|
| Meta Platforms Eqty (META) | 0.1 | $742k | 1.3k | 585.51 |
|
|
| Home Depot Eqty (HD) | 0.1 | $733k | 1.9k | 389.02 |
|
|
| Ishares Russell 1000 Eqty (IWB) | 0.1 | $710k | 2.2k | 322.13 |
|
|
| Marsh & Mclennan Cos Eqty (MMC) | 0.1 | $689k | 3.2k | 212.41 |
|
|
| Blackstone Eqty (BX) | 0.1 | $656k | 3.8k | 172.42 |
|
|
| Netflix Eqty (NFLX) | 0.1 | $638k | +3% | 716.00 | 891.32 |
|
| Alamos Gold Inc New F Eqty (AGI) | 0.1 | $632k | +7% | 34k | 18.44 |
|
| Walmart Eqty (WMT) | 0.1 | $620k | 6.9k | 90.36 |
|
|
| Spdr Gold Shares Etf Eqty (GLD) | 0.1 | $620k | 2.6k | 242.13 |
|
|
| Invsc S P 500 Equal Eqty (RSP) | 0.1 | $599k | 3.4k | 175.25 |
|
|
| Invesco Bulltshr 2030 Eqty (BSCU) | 0.1 | $596k | +73% | 36k | 16.37 |
|
| Invesco Bulltshr 2031 Eqty (BSCV) | 0.1 | $596k | 37k | 16.05 |
|
|
| Caterpillar Eqty (CAT) | 0.1 | $575k | 1.6k | 362.76 |
|
|
| Spdr Dow Jones Reit Etf Eqty (RWR) | 0.1 | $569k | -5% | 5.8k | 98.86 |
|
| Vanguard Energy Etf Eqty (VDE) | 0.1 | $561k | -11% | 4.6k | 121.31 |
|
| Invsc S P 500 Top 50 Eqty (XLG) | 0.1 | $554k | 11k | 49.96 |
|
|
| Honeywell Intl Eqty (HON) | 0.1 | $544k | -15% | 2.4k | 225.89 |
|
| Ishares S&p Mid Cap 400 Eqty (IJK) | 0.1 | $537k | 5.9k | 90.93 |
|
|
| Vanguard Russell 1000 Eqty (VONG) | 0.1 | $536k | +31% | 5.2k | 103.29 |
|
| Agnico Eagle Mines Ltd F Eqty (AEM) | 0.1 | $516k | +10% | 6.6k | 78.21 |
|
| Procter & Gamble Eqty (PG) | 0.1 | $488k | 2.9k | 167.65 |
|
|
| Ishares Russell 2000 Eqty (IWM) | 0.1 | $482k | +6% | 2.2k | 220.96 |
|
| Ishares S&p 100 Etf Eqty (OEF) | 0.1 | $475k | 1.6k | 288.85 |
|
|
| Spdr Bloomberg Int Grd Eqty (FLRN) | 0.1 | $456k | -46% | 15k | 30.73 |
|
| Ishares Core Msci Eafe Eqty (IEFA) | 0.1 | $454k | 6.5k | 70.28 |
|
|
| Abbvie Eqty (ABBV) | 0.1 | $446k | +5% | 2.5k | 177.69 |
|
| Dimensional Us Equity Eqty (DFUS) | 0.1 | $440k | 6.9k | 63.75 |
|
|
| Huntington Bancshares In Eqty (HBAN) | 0.1 | $440k | 27k | 16.27 |
|
|
| Johnson & Johnson Eqty (JNJ) | 0.1 | $432k | +5% | 3.0k | 144.64 |
|
| Ishares Msci Usa Qlty Eqty (QUAL) | 0.1 | $432k | 2.4k | 178.08 |
|
|
| Schwab Short Term Us Eqty (SCHO) | 0.1 | $428k | +103% | 18k | 24.06 |
|
| Ishares Broad Usd Hg Yld Eqty (USHY) | 0.1 | $426k | +69% | 12k | 36.79 |
|
| Cisco Sys Eqty (CSCO) | 0.1 | $425k | +27% | 7.2k | 59.20 |
|
| Mastercard Eqty (MA) | 0.1 | $423k | -33% | 804.00 | 526.57 |
|
| Mcdonalds Corp Eqty (MCD) | 0.1 | $417k | 1.4k | 289.89 |
|
|
| Vanguard Ftse Europe Eqty (VGK) | 0.0 | $396k | 6.2k | 63.47 |
|
|
| Marriott Intl Eqty (MAR) | 0.0 | $381k | 1.4k | 278.94 |
|
|
| Hyster Yale Eqty (HY) | 0.0 | $374k | 7.3k | 50.93 |
|
|
| Ishares 0-5 Year Tips Eqty (STIP) | 0.0 | $362k | 3.6k | 100.60 |
|
|
| Deere & Co Eqty (DE) | 0.0 | $360k | 850.00 | 423.70 |
|
|
| Ishares S&p Small Cap Eqty (IJS) | 0.0 | $356k | 3.3k | 108.60 |
|
|
| Eaton Corp Plc F Eqty (ETN) | 0.0 | $354k | 1.1k | 331.87 |
|
|
| Tesla Eqty (TSLA) | 0.0 | $351k | 869.00 | 403.84 |
|
|
| Ivanhoe Mines Ltd F Eqty (IVPAF) | 0.0 | $350k | NEW | 30k | 11.87 |
|
| Cambiar Aggressive Value Eqty (CAMX) | 0.0 | $337k | 12k | 29.30 |
|
|
| Pepsico Eqty (PEP) | 0.0 | $335k | -10% | 2.2k | 152.06 |
|
| Global X Funds Glb X Dax Eqty (DAX) | 0.0 | $334k | 10k | 33.32 |
|
|
| Ibm Corp Eqty (IBM) | 0.0 | $332k | 1.5k | 219.79 |
|
|
| Vanguard Small Cap Eqty (VBK) | 0.0 | $331k | 1.2k | 280.06 |
|
|
| Select Sector Health Eqty (XLV) | 0.0 | $330k | 2.4k | 137.57 |
|
|
| Cummins Eqty (CMI) | 0.0 | $329k | 944.00 | 348.70 |
|
|
| Eli Lilly And Eqty (LLY) | 0.0 | $319k | +5% | 413.00 | 772.04 |
|
| Kinder Morgan Inc Del Eqty (KMI) | 0.0 | $313k | +13% | 11k | 27.40 |
|
| Vanguard Intermediate Eqty (VCIT) | 0.0 | $310k | 3.9k | 80.27 |
|
|
| Transocean Ltd F Eqty (RIG) | 0.0 | $309k | +10% | 83k | 3.75 |
|
| Aon Plc F Eqty (AON) | 0.0 | $309k | 859.00 | 359.16 |
|
|
| Wisdomtree India Eqty (EPI) | 0.0 | $308k | -12% | 6.8k | 45.27 |
|
| Spdr Portfolio Tips Etf Eqty (SPIP) | 0.0 | $308k | NEW | 12k | 25.31 |
|
| Unitedhealth Group Eqty (UNH) | 0.0 | $308k | 608.00 | 505.86 |
|
|
| Raymond James Finl Eqty (RJF) | 0.0 | $305k | -32% | 2.0k | 155.33 |
|
| Phillips 66 Eqty (PSX) | 0.0 | $303k | 2.7k | 113.93 |
|
|
| Fidelity Msci Real Eqty (FREL) | 0.0 | $301k | +36% | 11k | 27.02 |
|
| Steris Plc F Eqty (STE) | 0.0 | $299k | -26% | 1.5k | 205.56 |
|
| Ishares S&p Smll Cap 600 Eqty (IJT) | 0.0 | $291k | 2.2k | 135.37 |
|
|
| Keycorp Eqty (KEY) | 0.0 | $291k | -22% | 17k | 17.14 |
|
| Merck & Co Eqty (MRK) | 0.0 | $285k | -6% | 2.9k | 99.48 |
|
| Ishares Msci Eafe Etf Eqty (EFA) | 0.0 | $283k | +5% | 3.7k | 75.61 |
|
| Chevron Corp Eqty (CVX) | 0.0 | $280k | 1.9k | 144.87 |
|
|
| Vanguard S&p 500 Growth Eqty (VOOG) | 0.0 | $279k | 763.00 | 366.06 |
|
|
| Vanguard Shrt Inf Prot Eqty (VTIP) | 0.0 | $277k | -48% | 5.7k | 48.42 |
|
| Thermo Fisher Scientific Eqty (TMO) | 0.0 | $275k | -33% | 529.00 | 520.23 |
|
| Duke Energy Corp Eqty (DUK) | 0.0 | $270k | 2.5k | 107.74 |
|
|
| Ametek Eqty (AME) | 0.0 | $269k | -7% | 1.5k | 180.26 |
|
| Rpm Intl Eqty (RPM) | 0.0 | $268k | 2.2k | 123.06 |
|
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| Nike Eqty (NKE) | 0.0 | $264k | 3.5k | 75.67 |
|
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| Wec Energy Group Eqty (WEC) | 0.0 | $258k | 2.7k | 94.04 |
|
|
| Linde Plc F Eqty (LIN) | 0.0 | $258k | 615.00 | 418.67 |
|
|
| Analog Devices Eqty (ADI) | 0.0 | $256k | -34% | 1.2k | 212.46 |
|
| Invesco Bulletshs 2032 Eqty (BSCW) | 0.0 | $255k | 13k | 20.11 |
|
|
| Transdigm Group Eqty (TDG) | 0.0 | $254k | NEW | 200.00 | 1267.28 |
|
| Oracle Corp Eqty (ORCL) | 0.0 | $252k | 1.5k | 166.61 |
|
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| Morgan Stanley Eqty (MS) | 0.0 | $249k | -2% | 2.0k | 125.71 |
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| Invesco Bletshs 2025 Eqty (BSMP) | 0.0 | $247k | 10k | 24.51 |
|
|
| Invesco Bletshs 2026 Eqty (BSMQ) | 0.0 | $243k | 10k | 23.57 |
|
|
| Vanguard Total Eqty (BNDX) | 0.0 | $233k | -27% | 4.7k | 49.05 |
|
| Vanguard S&p 500 Value Eqty (VOOV) | 0.0 | $225k | 1.2k | 184.51 |
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|
| Ishares Us Real Estate Eqty (IYR) | 0.0 | $220k | 2.4k | 93.06 |
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|
| Abbott Labs Eqty (ABT) | 0.0 | $214k | -24% | 1.9k | 113.11 |
|
| Illinois Tool Wks Eqty (ITW) | 0.0 | $211k | 830.00 | 253.56 |
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| Caci Intl Eqty (CACI) | 0.0 | $210k | -35% | 519.00 | 404.06 |
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| Ishares Msci Emer Small Eqty (EEMS) | 0.0 | $209k | 3.6k | 58.14 |
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| Smucker J M Eqty (SJM) | 0.0 | $200k | 1.8k | 110.12 |
|
|
| Standex Intl Corp Eqty (SXI) | 0.0 | $200k | -35% | 1.1k | 186.99 |
|
| Visa Eqty (V) | 0.0 | $196k | NEW | 621.00 | 316.04 |
|
| HSBC HLDGS PLC F Eqty (HSBC) | 0.0 | $193k | NEW | 3.9k | 49.46 |
|
| The Coca-cola Eqty (KO) | 0.0 | $192k | 3.1k | 62.26 |
|
|
| Welltower Eqty (WELL) | 0.0 | $192k | NEW | 1.5k | 126.03 |
|
| Union Pac Corp Eqty (UNP) | 0.0 | $191k | 836.00 | 228.04 |
|
|
| Applied Indl Technologie Eqty (AIT) | 0.0 | $190k | NEW | 795.00 | 239.47 |
|
| Wisdomtree Us Largecap Eqty (DLN) | 0.0 | $190k | NEW | 2.4k | 77.79 |
|
| Darden Restaurants Eqty (DRI) | 0.0 | $189k | -34% | 1.0k | 186.69 |
|
| Ishares Russell 3000 Eqty (IWV) | 0.0 | $186k | NEW | 555.00 | 334.25 |
|
| American Express Eqty (AXP) | 0.0 | $182k | NEW | 613.00 | 296.79 |
|
| Cenovus Energy Inc F Eqty (CVE) | 0.0 | $182k | 12k | 15.15 |
|
|
| Equinox Gold Corp F Eqty (EQX) | 0.0 | $181k | +10% | 36k | 5.02 |
|
| Trinseo Plc F Eqty (TSE) | 0.0 | $177k | 35k | 5.10 |
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| Toronto Dominion Bk On F Eqty (TD) | 0.0 | $176k | NEW | 3.3k | 53.24 |
|
| Wesdome Gold Mines Ltd F Eqty (WDOFF) | 0.0 | $175k | NEW | 20k | 8.97 |
|
| Wisdomtree Us Qlt Div Eqty (DGRW) | 0.0 | $175k | NEW | 2.2k | 80.93 |
|
| Ge Aerospace Eqty (GE) | 0.0 | $175k | NEW | 1.0k | 166.79 |
|
| Danaher Corp Eqty (DHR) | 0.0 | $165k | NEW | 718.00 | 229.55 |
|
| Vanguard Total World Eqty (VT) | 0.0 | $164k | NEW | 1.4k | 117.50 |
|
| Ing Groep Adr Rep 1 Or F Eqty (ING) | 0.0 | $162k | 10k | 15.67 |
|
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| Costco Whsl Corp Eqty (COST) | 0.0 | $160k | NEW | 175.00 | 916.46 |
|
| Disney Walt Eqty (DIS) | 0.0 | $154k | NEW | 1.4k | 111.33 |
|
| Ishares Msci Usa Momntum Eqty (MTUM) | 0.0 | $154k | NEW | 743.00 | 206.92 |
|
| Enovix Corp Eqty (ENVX) | 0.0 | $152k | -17% | 14k | 10.87 |
|
| Rtx Corp Eqty | 0.0 | $152k | NEW | 1.3k | 115.72 |
|
| Badger Meter Eqty (BMI) | 0.0 | $151k | -42% | 712.00 | 212.12 |
|
| Paychex Eqty (PAYX) | 0.0 | $150k | -35% | 1.1k | 140.22 |
|
| Ishares Ibonds Term Eqty (IBTF) | 0.0 | $147k | NEW | 6.3k | 23.32 |
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| Sysco Corp Eqty (SYY) | 0.0 | $146k | NEW | 1.9k | 76.46 |
|
| Intel Corp Eqty (INTC) | 0.0 | $142k | NEW | 7.1k | 20.05 |
|
| Ishares Micro Cap Etf Eqty (IWC) | 0.0 | $140k | NEW | 1.1k | 130.38 |
|
| Bristol Myers Squibb Eqty (BMY) | 0.0 | $139k | NEW | 2.4k | 56.57 |
|
| Spdr S&p Emerging Mrkt Eqty (EWX) | 0.0 | $136k | NEW | 2.3k | 58.61 |
|
| Ppg Inds Eqty (PPG) | 0.0 | $134k | NEW | 1.1k | 119.45 |
|
| Lowes Cos Eqty (LOW) | 0.0 | $133k | -28% | 539.00 | 246.80 |
|
| Oneok Eqty (OKE) | 0.0 | $133k | NEW | 1.3k | 100.40 |
|
| Nordson Corp Eqty (NDSN) | 0.0 | $131k | -42% | 628.00 | 209.24 |
|
| Peloton Interactive Eqty (PTON) | 0.0 | $131k | 15k | 8.70 |
|
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| Element Fleet Manageme F Eqty (ELEEF) | 0.0 | $130k | NEW | 6.4k | 20.22 |
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| Alps Sector Dividend Eqty (SDOG) | 0.0 | $129k | NEW | 2.3k | 56.51 |
|
| Sfl Corp Ltd F Eqty (SFL) | 0.0 | $128k | 13k | 10.22 |
|
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| Bhp Group Ltd F Eqty (BHP) | 0.0 | $127k | NEW | 2.6k | 48.83 |
|
| First Trust Capital Eqty | 0.0 | $127k | NEW | 1.4k | 87.82 |
|
| Vanguard Esg Us Eqty (ESGV) | 0.0 | $127k | NEW | 1.2k | 104.89 |
|
| Rockwell Automation Eqty (ROK) | 0.0 | $126k | NEW | 442.00 | 285.67 |
|
| New Gold Inc Cda F Eqty (NGD) | 0.0 | $124k | +42% | 50k | 2.48 |
|
| Dte Energy Eqty (DTE) | 0.0 | $121k | NEW | 1.0k | 120.75 |
|
| Ishares Msci Intl Value Eqty (IVLU) | 0.0 | $121k | NEW | 4.5k | 27.11 |
|
| Enbridge Inc F Eqty (ENB) | 0.0 | $120k | NEW | 2.8k | 42.43 |
|
| Tractor Supply Eqty (TSCO) | 0.0 | $119k | NEW | 2.3k | 53.06 |
|
| Price T Rowe Group Eqty (TROW) | 0.0 | $119k | NEW | 1.1k | 113.09 |
|
| Macquarie Group Ltd F Eqty (MQBKY) | 0.0 | $119k | NEW | 870.00 | 136.56 |
|
| Dimensional U S Core Eqty (DFAC) | 0.0 | $116k | NEW | 3.4k | 34.59 |
|
| Conocophillips Eqty (COP) | 0.0 | $115k | NEW | 1.2k | 99.17 |
|
| Spdr Fund Consumer Eqty (XLY) | 0.0 | $113k | NEW | 504.00 | 224.35 |
|
| Waste Mgmt Inc Del Eqty (WM) | 0.0 | $113k | NEW | 559.00 | 201.93 |
|
| Invsc Msci Global Timber Eqty (CUT) | 0.0 | $112k | NEW | 3.6k | 31.67 |
|
| Elevance Health Eqty (ELV) | 0.0 | $111k | NEW | 300.00 | 368.90 |
|
| Wells Fargo & Co Eqty (WFC) | 0.0 | $110k | NEW | 1.6k | 70.24 |
|
| Ishares Russell 1000 Eqty (IWD) | 0.0 | $110k | NEW | 593.00 | 185.03 |
|
| Public Storage Eqty (PSA) | 0.0 | $110k | NEW | 366.00 | 299.44 |
|
| Timken Eqty (TKR) | 0.0 | $109k | NEW | 1.5k | 71.38 |
|
| Woodside Energy Group F Eqty (WDS) | 0.0 | $109k | NEW | 7.0k | 15.60 |
|
| Schwab Us Large Cap Eqty (SCHV) | 0.0 | $107k | +18% | 4.1k | 26.07 |
|
| Novo-nordisk A S F Eqty (NVO) | 0.0 | $107k | NEW | 1.2k | 86.02 |
|
Past Filings by Kohmann Bosshard Financial Services
SEC 13F filings are viewable for Kohmann Bosshard Financial Services going back to 2016
- Kohmann Bosshard Financial Services 2024 Q4 filed Feb. 5, 2025
- Kohmann Bosshard Financial Services 2024 Q3 filed Oct. 17, 2024
- Kohmann Bosshard Financial Services 2024 Q2 filed July 11, 2024
- Kohmann Bosshard Financial Services 2024 Q1 filed April 16, 2024
- Kohmann Bosshard Financial Services 2023 Q4 filed Jan. 9, 2024
- Kohmann Bosshard Financial Services 2023 Q3 filed Oct. 12, 2023
- Kohmann Bosshard Financial Services 2023 Q2 filed Aug. 14, 2023
- Kohmann Bosshard Financial Services 2023 Q1 filed April 28, 2023
- Kohmann Bosshard Financial Services 2022 Q4 filed Jan. 27, 2023
- Kohmann Bosshard Financial Services 2022 Q3 filed Oct. 13, 2022
- Kohmann Bosshard Financial Services 2022 Q2 filed July 8, 2022
- Kohmann Bosshard Financial Services 2022 Q1 filed April 12, 2022
- Kohmann Bosshard Financial Services 2021 Q4 filed Jan. 12, 2022
- Kohmann Bosshard Financial Services 2021 Q3 filed Oct. 12, 2021
- Kohmann Bosshard Financial Services 2021 Q2 filed July 13, 2021
- Kohmann Bosshard Financial Services 2021 Q1 filed May 4, 2021