Kohmann-Bosshard-Financial-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "ENVX", null, "AGI.TO", "RJF", null, null, null, "ABT", "ABBV", "VONG", "GOOGL", "VDE", "RIG", null, null, "SCHH", "CAT", "AVGO", null, null, "CMI", null, "DUK", null, null, "HON", "HD", null, "MCD", "RPM", "FE", null, "HSBC", "ITW", "META", "IVW", "IJH", null, null, null, "TSE", null, null, null, null, "KMI", "LIN", "SCHY", null, "MMC", null, "MA", null, null, null, "MSFT", null, "MS", "BX", "IJR", "ORCL", "VGIT", null, null, "PEP", null, "PGR", "IJK", "IVV", "IYR", "UNH", "AAPL", "SPY", "NVDA", "PG", "MRK", null, null, null, "IEFA", null, null, null, null, null, null, "SCHX", null, null, null, null, null, "SHW", null, null, null, "SPDW", "GLD", null, null, null, null, null, null, null, null, null, "SPLG", null, "IBM", "TD", "TMO", null, "TDG", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "VNQ", "VO", "VXF", "VV", "VOE", "SCHW", "EQX", null, "VWO", "VSS", "VCIT", "VIG", "PTON", null, "VYM", null, "AON", null, null, "WAB", "WEC", null, null, null, "IWR", null, null, null, null, "IAUX", "VIGI", "AMZN", "NEA", "SCHB", null, null, "IVE", null, null, "HBAN", "VEU", "VUG", "VEA", "VGK", null, "VYMI", "VOOV", null, "VOOG", "VBK", "BNDX", "VTEB", "VBR", "VT", "VB", "VOO", "VTV", "V", "WMT", "WELL", null, "HY", "AEM", "SCHD", "DVY", "SCHG", null, "SCHF", null, "SCHA", "KEY", null, "SJM", "PSX", "SFL", "IXUS", null, null, "DGRO", "NGD", null, "FDX", "AME", "STE", "BRK-B", "CVE", "CVX", "CSCO", "KO", "COST", "DE", null, "RSP", "IJT", "IJJ", "EFA", "ADI", "IWB", "MAR", "QQQ", "IWM", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "XLK", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 285
- Total Value
- 847887184
- Accession Number
- 0001696615-25-000002
- Form Type
- 13F-HR
- Manager Name
- Kohmann-Bosshard-Financial-Services
Data Enrichment
50% identified143 identified142 unidentified
Holdings
285 positions • $847.9M total value
Manager:
Search and click to pin securities to the top
Page 3 of 15
46435G524
Shares:28.5K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$847.9M)
78468R101
Shares:69.5K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$847.9M)
922908710
Shares:3.8K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$847.9M)
464288521
Shares:33.0K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$847.9M)
78463X509
Shares:46.7K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$847.9M)
46138J791
Shares:90.7K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$847.9M)
808524722
Shares:61.0K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$847.9M)
78468R853
Shares:37.4K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$847.9M)
46138J643
Shares:73.2K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$847.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 106.2K | All Managers (Combined) | $2.3M | 0.3% ($2.3M/$847.9M) | |||
| 57.6K | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$847.9M) | |||
(cusip46435G524)✕ | 28.5K | QoQ 0.00% (+0)YoY -2.42% (-709) | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$847.9M) | |
(cusip78468R101)✕ | 69.5K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$847.9M) | ||
(cusip922908710)✕ | 3.8K | QoQ NEW(+3.8K) YoY NEW(+3.8K) | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$847.9M) | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) |
FIRSTENERGY CORP(FEcusip337932107) | 48.2K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$847.9M) | ||
| 18.4K | QoQ +0.65% (-119)YoY -3.63% (-693) | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$847.9M) | ||
(cusip464288521)✕ | 33.0K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$847.9M) | ||
| 32.3K | QoQ -0.27% (-89) | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$847.9M) | ||
| 3.3K | QoQ 0.00% (-0)YoY +0.03% (+1) | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$847.9M) | ||
(cusip78463X509)✕ | 46.7K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$847.9M) | ||
| 70.9K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$847.9M) | |||
| 9.3K | QoQ 0.00% (-0)YoY -7.98% (-807) | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$847.9M) | ||
(cusip46138J791)✕ | 90.7K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$847.9M) | ||
| 6.8K | QoQ 0.00% (-0) | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$847.9M) | ||
NVIDIA CORP(NVDAcusip67066G104) | 16.0K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$847.9M) | ||
(cusip808524722)✕ | 61.0K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$847.9M) | ||
| 20.8K | QoQ 0.00% (+0)YoY -2.93% (-628) | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$847.9M) | ||
(cusip78468R853)✕ | 37.4K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$847.9M) | ||
(cusip46138J643)✕ | 73.2K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$847.9M) |