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  Name: Kelman-Lazarov Inc.
  City: MEMPHIS
  State: TN
  Zip: 38137
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $511,684,000
  Total Value Change : $49,754,000
  Securities Held Change : 2
   
All Securities Held : 104
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 37
  Unchanged Positions : 19
  Decreased Positions : 44

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (QLTY)1 Year Chart         QLTY Gmo Us Quality Etf 33 New $0.00 $1,887,000 63,520 0.37% 1,887,000 63,520 0.706    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 99 New $202.11 $226,000 1,127 0.04% 226,000 1,127 0    Domestic Money Center...
   (V)1 Year Chart         V Visa Inc 102 New $281.50 $209,000 750 0.04% 209,000 750 0    Business Services
   (AZO)1 Year Chart         AZO Autozone Inc 104 New $2,930.17 $202,000 64 0.04% 202,000 64 0    Auto Parts Stores

      4 Records Found
  1    
Page 1 of 1
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