• 13F History

Koss-Olinger Consulting, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$1.14B
Signature - Title
Eddie Mordujovich - Chief Compliance Officer
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 185 stock holdings with total value $1.14B as of Q4 2024. Top holdings included SCHX, BOND, JPSE, USHY, and BLV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 185 $1.14B +$246M -$111M +$135M SCHX, BOND, JPSE, USHY, BLV 13F-HR 2/10/2025, 08:22 PM
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 -$78.5M +$26.3M USHY, JPSE, BLV, IVE, TSLA 13F-HR 10/10/2023, 07:25 PM
Q2 2023 283 $861M +$25M -$3.68M +$21.3M SCHX, AGG, USHY, JPSE, IVE 13F-HR 7/28/2023, 05:52 PM
Q1 2023 262 $802M +$180M -$6.49M +$173M SCHX, AGG, USHY, JPSE, IVE 13F-HR 5/12/2023, 04:23 PM
Q4 2022 237 $695M +$226M -$81.8M +$144M SCHX, SGOV, AGG, JPSE, IVE 13F-HR 2/13/2023, 05:15 PM
Q3 2022 226 $586M +$146M -$78.7M +$67M SCHX, SGOV, STPZ, IVE, SPMD 13F-HR 11/14/2022, 02:53 PM
Q2 2022 186 $548M +$144M -$133M +$10.4M SCHX, STIP, SGOV, PTLC, IVE 13F-HR 7/8/2022, 01:45 PM
Q1 2022 204 $620M +$167M -$59.1M +$107M SCHX, PTBD, PTLC, BND, STIP 13F-HR 5/6/2022, 01:51 PM
Q4 2021 214 $648M +$91.5M -$59.8M +$31.7M SCHX, PTBD, RSP, BND, STIP 13F-HR 2/7/2022, 03:17 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 243 $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