The Analysis of Koesten, Hirschmann & Crabtree, INC.'s Holdings
Currently, Koesten, Hirschmann & Crabtree, INC. holds 262 types of securities in its portfolio with a total value $209.5M. In the most recent quarter, they have increased their positions in IEFA (+18.8K shares, valued at $1.6M), VV (+5.3K shares, valued at $1.6M), USRT (+4.6K shares, valued at $271.0K); decreased their positions in SCHX (-13.5K shares, valued at $356.6K), NVDA (-1.3K shares, valued at $248.8K), FNDX (-9.2K shares, valued at $241.6K); initiated new positions in IBTO (+8.1K shares, valued at $213.5K), ASML (+15 shares, valued at $14.5K), AVEM (+139 shares, valued at $10.4K); completely sold out of MCD (previously valued at $4.9K), XLRE (previously valued at $1.3K). Stock Holdings
TickerCompany NameSharesShares โณ%Event DateReport DateHistory
FNDX SCHWAB STRATEGIC TR1.8M shares-0.50%2025-09-302025-11-05
VV VANGUARD INDEX FDS121.5K shares4.55%2025-09-302025-11-05
SCHF SCHWAB STRATEGIC TR982.5K shares-0.11%2025-09-302025-11-05
SCHX SCHWAB STRATEGIC TR867.8K shares-1.54%2025-09-302025-11-05
VB VANGUARD INDEX FDS85.6K shares0.92%2025-09-302025-11-05
IEFA ISHARES TR171.2K shares12.37%2025-09-302025-11-05
IVV ISHARES TR6.8K shares-0.15%2025-09-302025-11-05
IEMG ISHARES INC60.7K shares1.89%2025-09-302025-11-05
IJR ISHARES TR32.5K shares-0.42%2025-09-302025-11-05
SCHA SCHWAB STRATEGIC TR126.8K shares-0.26%2025-09-302025-11-05
SCHE SCHWAB STRATEGIC TR97.6K shares0.23%2025-09-302025-11-05
AAPL APPLE INC9.3K shares-1.11%2025-09-302025-11-05
SCHM SCHWAB STRATEGIC TR58.4K shares0.00%2025-09-302025-11-05
IJH ISHARES TR19.6K shares0.00%2025-09-302025-11-05
SCHV SCHWAB STRATEGIC TR43.0K shares-4.79%2025-09-302025-11-05
NFLX NETFLIX INC709 shares-11.49%2025-09-302025-11-05
VEA VANGUARD TAX-MANAGED FDS13.7K shares0.07%2025-09-302025-11-05
IBDW ISHARES TR32.5K shares0.67%2025-09-302025-11-05
ADTN ADTRAN HOLDINGS INC70.4K shares0.00%2025-09-302025-11-05
IVW ISHARES TR4.0K shares0.00%2025-09-302025-11-05
IVE ISHARES TR2.3K shares0.00%2025-09-302025-11-05
IUSV ISHARES TR4.6K shares0.00%2025-09-302025-11-05
TSLA TESLA INC953 shares8.05%2025-09-302025-11-05
UMBF UMB FINL CORP3.4K shares0.00%2025-09-302025-11-05
VTEB VANGUARD MUN BD FDS7.0K shares40.48%2025-09-302025-11-05
PPA INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2025-09-302025-11-05
PG PROCTER AND GAMBLE CO2.1K shares0.00%2025-09-302025-11-05
COST COSTCO WHSL CORP NEW327 shares0.00%2025-09-302025-11-05
USRT ISHARES TR4.9K shares1955.51%2025-09-302025-11-05
SPY SPDR S&P 500 ETF TR413 shares0.00%2025-09-302025-11-05
JKHY HENRY JACK & ASSOC INC1.8K shares-7.46%2025-09-302025-11-05
MSFT MICROSOFT CORP470 shares0.21%2025-09-302025-11-05
AVGO BROADCOM INC680 shares0.00%2025-09-302025-11-05
IBDX ISHARES TR8.5K shares16.13%2025-09-302025-11-05
IBTO ISHARES TR8.1K sharesnew addition2025-09-302025-11-05
CL COLGATE PALMOLIVE CO2.7K shares0.00%2025-09-302025-11-05
VTI VANGUARD INDEX FDS607 shares0.00%2025-09-302025-11-05
IBDU ISHARES TR8.4K shares0.00%2025-09-302025-11-05
GRMN GARMIN LTD792 shares0.00%2025-09-302025-11-05
FNDB SCHWAB STRATEGIC TR7.5K shares0.00%2025-09-302025-11-05
WMT WALMART INC1.8K shares0.00%2025-09-302025-11-05
QQQ INVESCO QQQ TR294 shares-22.02%2025-09-302025-11-05
PEP PEPSICO INC1.2K shares0.00%2025-09-302025-11-05
IWS ISHARES TR1.1K shares0.00%2025-09-302025-11-05
IBDV ISHARES TR6.8K shares0.00%2025-09-302025-11-05
VGT VANGUARD WORLD FD203 shares0.00%2025-09-302025-11-05
DELL DELL TECHNOLOGIES INC1.0K shares0.00%2025-09-302025-11-05
META META PLATFORMS INC193 shares-9.39%2025-09-302025-11-05
VTHR VANGUARD SCOTTSDALE FDS454 shares0.44%2025-09-302025-11-05
VTV VANGUARD INDEX FDS713 shares-10.65%2025-09-302025-11-05
IBDT ISHARES TR5.1K shares0.00%2025-09-302025-11-05
IBDQ ISHARES TR5.1K shares0.00%2025-09-302025-11-05
IBDS ISHARES TR5.2K shares0.00%2025-09-302025-11-05
IBDR ISHARES TR5.1K shares0.00%2025-09-302025-11-05
GOOGL ALPHABET INC501 shares0.00%2025-09-302025-11-05
IWM ISHARES TR500 shares0.00%2025-09-302025-11-05
MDY SPDR S&P MIDCAP 400 ETF TR200 shares0.00%2025-09-302025-11-05
IWF ISHARES TR242 shares0.00%2025-09-302025-11-05
VYM VANGUARD WHITEHALL FDS750 shares0.00%2025-09-302025-11-05
IAU ISHARES GOLD TR1.4K shares0.00%2025-09-302025-11-05
ANET ARISTA NETWORKS INC676 shares0.00%2025-09-302025-11-05
IWR ISHARES TR1.0K shares0.00%2025-09-302025-11-05
IWP ISHARES TR672 shares0.00%2025-09-302025-11-05
IBDZ ISHARES TR3.3K shares0.00%2025-09-302025-11-05
XLV SELECT SECTOR SPDR TR594 shares0.00%2025-09-302025-11-05
ORCL ORACLE CORP291 shares5.43%2025-09-302025-11-05
AMZN AMAZON COM INC329 shares0.30%2025-09-302025-11-05
AMGN AMGEN INC251 shares0.00%2025-09-302025-11-05
PANW PALO ALTO NETWORKS INC344 shares0.00%2025-09-302025-11-05
EAOA ISHARES TR1.7K shares0.00%2025-09-302025-11-05
AGG ISHARES TR669 shares2.14%2025-09-302025-11-05
EPD ENTERPRISE PRODS PARTNERS L2.1K shares0.00%2025-09-302025-11-05
EFV ISHARES TR954 shares0.00%2025-09-302025-11-05
IWB ISHARES TR177 shares0.00%2025-09-302025-11-05
DNP DNP SELECT INCOME FD INC6.3K shares0.00%2025-09-302025-11-05
SCHW SCHWAB CHARLES CORP659 shares0.00%2025-09-302025-11-05
BMY BRISTOL-MYERS SQUIBB CO1.4K shares0.00%2025-09-302025-11-05
DIS DISNEY WALT CO542 shares-13.28%2025-09-302025-11-05
LOW LOWES COS INC233 shares0.00%2025-09-302025-11-05
SOXX ISHARES TR214 shares0.00%2025-09-302025-11-05
CRWD CROWDSTRIKE HLDGS INC112 shares0.00%2025-09-302025-11-05
MMM 3M CO330 shares0.00%2025-09-302025-11-05
T AT&T INC1.8K shares-18.29%2025-09-302025-11-05
TMUS T-MOBILE US INC208 shares0.00%2025-09-302025-11-05
DBEF DBX ETF TR1.1K shares0.00%2025-09-302025-11-05
GEV GE VERNOVA INC80 shares-11.11%2025-09-302025-11-05
NVDA NVIDIA CORPORATION260 shares-83.68%2025-09-302025-11-05
MDLZ MONDELEZ INTL INC761 shares-6.17%2025-09-302025-11-05
SCHG SCHWAB STRATEGIC TR1.5K shares0.07%2025-09-302025-11-05
GE GE AEROSPACE143 shares0.00%2025-09-302025-11-05
SCHD SCHWAB STRATEGIC TR1.5K shares0.00%2025-09-302025-11-05
USXF ISHARES TR689 shares107.53%2025-09-302025-11-05
BP BP PLC1.1K shares-0.45%2025-09-302025-11-05
PFE PFIZER INC1.5K shares1.73%2025-09-302025-11-05
CHD CHURCH & DWIGHT CO INC414 shares0.00%2025-09-302025-11-05
TXT TEXTRON INC421 shares0.00%2025-09-302025-11-05
RDNT RADNET INC467 shares0.00%2025-09-302025-11-05
JQUA J P MORGAN EXCHANGE TRADED F555 shares0.18%2025-09-302025-11-05
AXON AXON ENTERPRISE INC47 shares0.00%2025-09-302025-11-05
CVX CHEVRON CORP NEW200 shares0.00%2025-09-302025-11-05
CLX CLOROX CO DEL250 shares0.00%2025-09-302025-11-05
AEE AMEREN CORP275 shares0.00%2025-09-302025-11-05
ARM ARM HOLDINGS PLC200 shares0.00%2025-09-302025-11-05
TSM TAIWAN SEMICONDUCTOR MFG LTD100 shares0.00%2025-09-302025-11-05
RBLX ROBLOX CORP200 shares0.00%2025-09-302025-11-05
CFFN CAPITOL FED FINL INC4.3K shares0.00%2025-09-302025-11-05
CI THE CIGNA GROUP94 shares-4.08%2025-09-302025-11-05
AMD ADVANCED MICRO DEVICES INC161 shares61.00%2025-09-302025-11-05
ESGD ISHARES TR275 shares816.67%2025-09-302025-11-05
ABBV ABBVIE INC110 shares-7.56%2025-09-302025-11-05
DVY ISHARES TR178 shares-29.64%2025-09-302025-11-05
UNH UNITEDHEALTH GROUP INC70 shares16.67%2025-09-302025-11-05
HD HOME DEPOT INC57 shares-51.28%2025-09-302025-11-05
XOM EXXON MOBIL CORP200 shares0.00%2025-09-302025-11-05
ETN EATON CORP PLC60 shares0.00%2025-09-302025-11-05
SBUX STARBUCKS CORP257 shares0.00%2025-09-302025-11-05
HIG HARTFORD INSURANCE GROUP INC159 shares0.00%2025-09-302025-11-05
SUB ISHARES TR187 shares-25.79%2025-09-302025-11-05
DDS DILLARDS INC32 shares0.00%2025-09-302025-11-05
ITA ISHARES TR92 shares1.10%2025-09-302025-11-05
MU MICRON TECHNOLOGY INC100 shares-31.97%2025-09-302025-11-05
EWG ISHARES INC400 shares0.00%2025-09-302025-11-05
IDXX IDEXX LABS INC25 shares0.00%2025-09-302025-11-05
QCOM QUALCOMM INC95 shares35.71%2025-09-302025-11-05
XEL XCEL ENERGY INC192 shares0.00%2025-09-302025-11-05
KMI KINDER MORGAN INC DEL537 shares0.00%2025-09-302025-11-05
ASML ASML HOLDING N V15 sharesnew addition2025-09-302025-11-05
GOOG ALPHABET INC57 shares850.00%2025-09-302025-11-05
MA MASTERCARD INCORPORATED24 shares4.35%2025-09-302025-11-05
FREL FIDELITY COVINGTON TRUST468 shares0.00%2025-09-302025-11-05
PCG PG&E CORP856 shares0.00%2025-09-302025-11-05
ARCC ARES CAPITAL CORP629 shares2.28%2025-09-302025-11-05
XLF SELECT SECTOR SPDR TR233 shares0.00%2025-09-302025-11-05
EVRG EVERGY INC151 shares0.00%2025-09-302025-11-05
RACE FERRARI N V23 shares0.00%2025-09-302025-11-05
JNJ JOHNSON & JOHNSON60 shares-43.93%2025-09-302025-11-05
MSI MOTOROLA SOLUTIONS INC23 shares0.00%2025-09-302025-11-05
MO ALTRIA GROUP INC160 shares-17.10%2025-09-302025-11-05
AVEM AMERICAN CENTY ETF TR139 sharesnew addition2025-09-302025-11-05
IBB ISHARES TR72 shares0.00%2025-09-302025-11-05
ZTS ZOETIS INC70 shares0.00%2025-09-302025-11-05
ROKU ROKU INC100 shares0.00%2025-09-302025-11-05
NKE NIKE INC140 shares0.00%2025-09-302025-11-05
JPM JPMORGAN CHASE & CO.31 shares0.00%2025-09-302025-11-05
BSX BOSTON SCIENTIFIC CORP93 shares0.00%2025-09-302025-11-05
IBCA ISHARES TR338 sharesnew addition2025-09-302025-11-05
VDE VANGUARD WORLD FD68 shares0.00%2025-09-302025-11-05
CCJ CAMECO CORP100 shares0.00%2025-09-302025-11-05
CROX CROCS INC100 shares0.00%2025-09-302025-11-05
SLQT SELECTQUOTE INC4.2K sharesnew addition2025-09-302025-11-05
DKS DICKS SPORTING GOODS INC37 shares0.00%2025-09-302025-11-05
NEE NEXTERA ENERGY INC100 shares0.00%2025-09-302025-11-05
PYPL PAYPAL HLDGS INC111 shares-16.54%2025-09-302025-11-05
COR CENCORA INC23 shares0.00%2025-09-302025-11-05
VFC V F CORP500 shares0.00%2025-09-302025-11-05
ITOT ISHARES TR48 shares0.00%2025-09-302025-11-05
INTC INTEL CORP200 shares0.00%2025-09-302025-11-05
APLD APPLIED DIGITAL CORP275 shares37.50%2025-09-302025-11-05
SAN BANCO SANTANDER S.A.600 shares0.00%2025-09-302025-11-05
IBIT ISHARES BITCOIN TRUST ETF96 sharesnew addition2025-09-302025-11-05
XLU SELECT SECTOR SPDR TR70 shares0.00%2025-09-302025-11-05
SOLV SOLVENTUM CORP82 shares0.00%2025-09-302025-11-05
UNP UNION PAC CORP25 shares0.00%2025-09-302025-11-05
PLTR PALANTIR TECHNOLOGIES INC30 sharesnew addition2025-09-302025-11-05
MRVL MARVELL TECHNOLOGY INC65 sharesnew addition2025-09-302025-11-05
VBR VANGUARD INDEX FDS25 shares4.17%2025-09-302025-11-05
FBND FIDELITY MERRIMACK STR TR93 shares10.71%2025-09-302025-11-05
OXY OCCIDENTAL PETE CORP88 shares0.00%2025-09-302025-11-05
CEG CONSTELLATION ENERGY CORP12 sharesnew addition2025-09-302025-11-05
ARKK ARK ETF TR45 sharesnew addition2025-09-302025-11-05
TXRH TEXAS ROADHOUSE INC23 shares0.00%2025-09-302025-11-05
UUUU ENERGY FUELS INC250 sharesnew addition2025-09-302025-11-05
SCHZ SCHWAB STRATEGIC TR163 shares1.24%2025-09-302025-11-05
SMR NUSCALE PWR CORP100 shares0.00%2025-09-302025-11-05
SCHH SCHWAB STRATEGIC TR160 shares12.68%2025-09-302025-11-05
CSCO CISCO SYS INC50 sharesnew addition2025-09-302025-11-05
PINS PINTEREST INC100 shares0.00%2025-09-302025-11-05
FFC FLAHERTY & CRUMRINE PFD SECS186 shares0.00%2025-09-302025-11-05
IXUS ISHARES TR38 shares0.00%2025-09-302025-11-05
BNDX VANGUARD CHARLOTTE FDS61 shares12.96%2025-09-302025-11-05
IWD ISHARES TR14 shares0.00%2025-09-302025-11-05
VOLT TEMA ETF TRUST100 sharesnew addition2025-09-302025-11-05
ARKQ ARK ETF TR25 sharesnew addition2025-09-302025-11-05
VWO VANGUARD INTL EQUITY INDEX F49 shares4.26%2025-09-302025-11-05
BOTZ GLOBAL X FDS70 sharesnew addition2025-09-302025-11-05
SOUN SOUNDHOUND AI INC150 sharesnew addition2025-09-302025-11-05
SMCI SUPER MICRO COMPUTER INC50 sharesnew addition2025-09-302025-11-05
F FORD MTR CO200 shares-48.32%2025-09-302025-11-05
JCI JOHNSON CTLS INTL PLC22 shares-82.26%2025-09-302025-11-05
KD KYNDRYL HLDGS INC76 shares0.00%2025-09-302025-11-05
SCHB SCHWAB STRATEGIC TR84 shares0.00%2025-09-302025-11-05
QTUM ETF SER SOLUTIONS20 sharesnew addition2025-09-302025-11-05
GSLC GOLDMAN SACHS ETF TR16 shares0.00%2025-09-302025-11-05
VIG VANGUARD SPECIALIZED FUNDS9 shares0.00%2025-09-302025-11-05
SPGP INVESCO EXCHANGE TRADED FD T16 shares0.00%2025-09-302025-11-05
VTRS VIATRIS INC174 shares1.16%2025-09-302025-11-05
CHAT TIDAL TRUST II27 shares0.00%2025-09-302025-11-05
SMH VANECK ETF TRUST5 shares0.00%2025-09-302025-11-05
CDC VICTORY PORTFOLIOS II24 shares0.00%2025-09-302025-11-05
SONO SONOS INC100 shares0.00%2025-09-302025-11-05
QQQM INVESCO EXCH TRADED FD TR II6 shares0.00%2025-09-302025-11-05
ORBS EIGHTCO HOLDINGS INC160 sharesnew addition2025-09-302025-11-05
PRU PRUDENTIAL FINL INC14 shares0.00%2025-09-302025-11-05
NVTS NAVITAS SEMICONDUCTOR CORP200 sharesnew addition2025-09-302025-11-05
PHYS SPROTT ASSET MANAGEMENT LP47 shares0.00%2025-09-302025-11-05
CRWV COREWEAVE INC10 sharesnew addition2025-09-302025-11-05
QBTS D-WAVE QUANTUM INC55 sharesnew addition2025-09-302025-11-05
SYM SYMBOTIC INC25 sharesnew addition2025-09-302025-11-05
OSCR OSCAR HEALTH INC70 sharesnew addition2025-09-302025-11-05
FIG FIGMA INC25 sharesnew addition2025-09-302025-11-05
BBAI BIGBEAR AI HLDGS INC175 sharesnew addition2025-09-302025-11-05
KO COCA COLA CO17 shares-73.44%2025-09-302025-11-05
USB US BANCORP DEL23 shares0.00%2025-09-302025-11-05
LUMN LUMEN TECHNOLOGIES INC170 shares0.00%2025-09-302025-11-05
HRB BLOCK H & R INC20 shares0.00%2025-09-302025-11-05
KVUE KENVUE INC56 shares0.00%2025-09-302025-11-05
IQLT ISHARES TR20 shares0.00%2025-09-302025-11-05
FRDM EA SERIES TRUST19 shares0.00%2025-09-302025-11-05
HOND HCM II ACQUISITION CORP50 sharesnew addition2025-09-302025-11-05
SPMD SPDR SERIES TRUST14 shares0.00%2025-09-302025-11-05
NIO NIO INC100 shares0.00%2025-09-302025-11-05
DIVI FRANKLIN TEMPLETON ETF TR20 shares0.00%2025-09-302025-11-05
SCHK SCHWAB STRATEGIC TR20 shares0.00%2025-09-302025-11-05
RTX RTX CORPORATION3 sharesnew addition2025-09-302025-11-05
C CITIGROUP INC4 shares-82.61%2025-09-302025-11-05
FUBO FUBOTV INC100 shares0.00%2025-09-302025-11-05
WBD WARNER BROS DISCOVERY INC21 shares-81.90%2025-09-302025-11-05
SNAP SNAP INC50 shares0.00%2025-09-302025-11-05
PLUG PLUG POWER INC150 sharesnew addition2025-09-302025-11-05
YUM YUM BRANDS INC2 shares0.00%2025-09-302025-11-05
FBTC FIDELITY WISE ORIGIN BITCOIN3 shares0.00%2025-09-302025-11-05
OXY.WS OCCIDENTAL PETE CORP11 shares0.00%2025-09-302025-11-05
ALHC ALIGNMENT HEALTHCARE INC15 shares0.00%2025-09-302025-11-05
CRM SALESFORCE INC1 shares0.00%2025-09-302025-11-05
GTO INVESCO ACTIVELY MANAGED EXC5 shares0.00%2025-09-302025-11-05
CYCU CYCURION INC550 sharesnew addition2025-09-302025-11-05
UPS UNITED PARCEL SERVICE INC3 shares0.00%2025-09-302025-11-05
CMG CHIPOTLE MEXICAN GRILL INC5 sharesnew addition2025-09-302025-11-05
V VISA INC1 sharesnew addition2025-09-302025-11-05
CHPT CHARGEPOINT HOLDINGS INC15 sharesnew addition2025-09-302025-11-05
IQST IQSTEL INC25 sharesnew addition2025-09-302025-11-05
CGEN COMPUGEN LTD100 shares0.00%2025-09-302025-11-05
MDT MEDTRONIC PLC1 shares-97.83%2025-09-302025-11-05
GS GOLDMAN SACHS GROUP INCN/A sharesnew addition2025-09-302025-11-05
CLNE CLEAN ENERGY FUELS CORP40 shares0.00%2025-09-302025-11-05
KR KROGER CO2 shares0.00%2025-09-302025-11-05
DXCM DEXCOM INC1 shares0.00%2025-09-302025-11-05
VRTX VERTEX PHARMACEUTICALS INCN/A sharesnew addition2025-09-302025-11-05
BKNG BOOKING HOLDINGS INCN/A sharesnew addition2025-09-302025-11-05
MAR MARRIOTT INTL INC NEWN/A sharesnew addition2025-09-302025-11-05
DAL DELTA AIR LINES INC DEL1 shares0.00%2025-09-302025-11-05
SLYV SPDR SERIES TRUST1 sharesnew addition2025-09-302025-11-05
BIIB BIOGEN INCN/A sharesnew addition2025-09-302025-11-05
DKNG DRAFTKINGS INC NEW1 shares0.00%2025-09-302025-11-05
MCD MCDONALDS CORPN/A sharesSold allโโ2025-09-302025-11-05
RDW REDWIRE CORPORATION3 sharesnew addition2025-09-302025-11-05
UNIT UNITI GROUP LLC4 sharesnew addition2025-09-302025-11-05
DCTH DELCATH SYS INC1 sharesnew addition2025-09-302025-11-05
NOW SERVICENOW INCN/A sharesnew addition2025-09-302025-11-05
ADAPY ADAPTIMMUNE THERAPEUTICS PLC47 shares0.00%2025-09-302025-11-05
NSPR INSPIREMD INC2 sharesnew addition2025-09-302025-11-05
XLRE SELECT SECTOR SPDR TRN/A sharesSold allโโ2025-09-302025-11-05
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available