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Name: |
Koesten Hirschmann & Crabtree INC. |
City: |
OVERLAND PARK |
State: |
KS |
Zip: |
66210 |
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Holdings
Found :
14 |
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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 |
|
FNDX |
Schwab Fundamental US Large... |
1 |
- |
$67.38 |
$36,894,000 |
595,641 |
25.63% |
2,863,000 |
-12,386 |
0.051 |
N/A |
|
SCHX |
Schwab Strategic Trust |
4 |
- |
$62.84 |
$17,315,000 |
307,006 |
12.03% |
1,478,000 |
-5,974 |
0.011 |
Closed - End Fund - Debt |
|
IJR |
iShares Core S&P Small-Cap |
10 |
- |
$110.88 |
$2,567,000 |
23,712 |
1.78% |
57,000 |
-2,892 |
0.004 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
12 |
- |
$189.72 |
$2,073,000 |
10,768 |
1.44% |
182,000 |
-276 |
0 |
Personal Computers |
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SCHV |
Schwab Strategic Trust |
14 |
- |
$75.62 |
$1,167,000 |
16,649 |
0.81% |
61,000 |
-515 |
0.013 |
Closed - End Fund - Debt |
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IJH |
iShares S&P MidCap 400 Index |
15 |
- |
$60.79 |
$1,112,000 |
4,012 |
0.77% |
41,000 |
-283 |
0.002 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
16 |
- |
$423.08 |
$828,000 |
2,202 |
0.58% |
70,000 |
-200 |
0 |
Application Software |
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CL |
Colgate Palmolive Co |
18 |
- |
$94.53 |
$425,000 |
5,329 |
0.3% |
-25,000 |
-1,000 |
0.001 |
Personal Products |
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ARES |
Ares Management Lp |
59 |
- |
$0.00 |
$62,000 |
525 |
0.04% |
-10,000 |
-179 |
0 |
N/A |
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XLV |
SPDR Select Sector Health |
73 |
- |
$146.20 |
$42,000 |
306 |
0.03% |
-9,000 |
-91 |
0 |
Closed - End Fund - E... |
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UNP |
Union Pacific Corp |
108 |
- |
$246.54 |
$12,000 |
48 |
0.01% |
-13,000 |
-75 |
0 |
Railroads |
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GIB |
CGI Group Inc (USA) |
116 |
- |
$104.25 |
$9,000 |
84 |
0.01% |
-2,000 |
-23 |
0.002 |
Internet Software & S... |
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LUMN |
Lumen Technologies, Inc |
160 |
- |
$1.30 |
$1,000 |
307 |
0% |
0 |
-274 |
0 |
Telecom Services - Do... |
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WBD |
Warner Bros Discovery Ord S... |
199 |
- |
$8.20 |
$0 |
21 |
0% |
-5,000 |
-402 |
0 |
Broadcasting - TV |
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