Kelman-Lazarov, Inc. Buys Schwab U.S. Large-Cap Value, Schwab U.S. Large-Cap Growth, Berkshire Hathaway Inc, Sells CVS Health Corp, Morgan Stanley Emerg Mkts Debt Fd Inc, Adams Diversified Equity Fund Inc

Investment company Kelman-Lazarov, Inc. buys Schwab U.S. Large-Cap Value, Schwab U.S. Large-Cap Growth, Berkshire Hathaway Inc, iShares Core S&P Mid-Cap, iShares Core S&P Small-Cap, Boeing Co, Thermo Fisher Scientific Inc, Union Pacific Corp, JPMorgan Chase, SPDR DJ Euro STOXX 50 Etf, Amgen Inc, sells CVS Health Corp, Morgan Stanley Emerg Mkts Debt Fd Inc, Adams Diversified Equity Fund Inc, Wells Fargo, Tri-Continental Corp, Cracker Barrel Old Country Store Inc, General American Investors Company Inc, Visa Inc, MFS Charter Income Trust, Compass Minerals International Inc, Carnival Corp, AutoZone Inc, The Walt Disney Co, CarMax Inc, Aberdeen Emerging Markets Equity Income Inc, PIMCO Active Bond Exchange-Traded Fund Exchange-Tr during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Kelman-Lazarov, Inc.. As of 2019Q1, Kelman-Lazarov, Inc. owns 84 stocks with a total value of $151 million. These are the details of the buys and sells.

For the details of Kelman-Lazarov, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/kelman-lazarov%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Kelman-Lazarov, Inc.
  1. Schwab U.S. Large-Cap Value (SCHV) - 385,730 shares, 14.02% of the total portfolio. Shares added by 35.99%
  2. VanEck Vectors Morningstar Wide Moat (MOAT) - 286,562 shares, 8.87% of the total portfolio. Shares added by 6.40%
  3. Schwab U.S. Large-Cap Growth (SCHG) - 152,647 shares, 8.05% of the total portfolio. Shares added by 27.60%
  4. Berkshire Hathaway Inc (BRK.B) - 47,546 shares, 6.34% of the total portfolio. Shares added by 2.17%
  5. Schwab Fundamental U.S. Large Company Index (FNDX) - 230,552 shares, 5.81% of the total portfolio. Shares reduced by 4.42%
New Purchase: Berkshire Hathaway Inc (BRK.A)

Kelman-Lazarov, Inc. initiated holding in Berkshire Hathaway Inc. The purchase prices were between $287000 and $313875, with an estimated average price of $302958. The stock is now traded at around $315105.00. The impact to a portfolio due to this purchase was 1%. The holding were 5 shares as of .

New Purchase: Boeing Co (BA)

Kelman-Lazarov, Inc. initiated holding in Boeing Co. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $359.75. The impact to a portfolio due to this purchase was 0.15%. The holding were 588 shares as of .

New Purchase: SPDR DJ Euro STOXX 50 Etf (FEZ)

Kelman-Lazarov, Inc. initiated holding in SPDR DJ Euro STOXX 50 Etf. The purchase prices were between $32.6 and $37.47, with an estimated average price of $35.41. The stock is now traded at around $37.44. The impact to a portfolio due to this purchase was 0.14%. The holding were 5,601 shares as of .

New Purchase: Thermo Fisher Scientific Inc (TMO)

Kelman-Lazarov, Inc. initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $212.17 and $273.72, with an estimated average price of $248.4. The stock is now traded at around $270.44. The impact to a portfolio due to this purchase was 0.14%. The holding were 748 shares as of .

New Purchase: JPMorgan Chase & Co (JPM)

Kelman-Lazarov, Inc. initiated holding in JPMorgan Chase & Co. The purchase prices were between $97.11 and $107.19, with an estimated average price of $103. The stock is now traded at around $112.61. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,095 shares as of .

New Purchase: Union Pacific Corp (UNP)

Kelman-Lazarov, Inc. initiated holding in Union Pacific Corp. The purchase prices were between $132.68 and $171.33, with an estimated average price of $160.69. The stock is now traded at around $175.62. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,279 shares as of .

Added: Schwab U.S. Large-Cap Value (SCHV)

Kelman-Lazarov, Inc. added to a holding in Schwab U.S. Large-Cap Value by 35.99%. The purchase prices were between $48.54 and $55.48, with an estimated average price of $53.19. The stock is now traded at around $55.20. The impact to a portfolio due to this purchase was 3.71%. The holding were 385,730 shares as of .

Added: Schwab U.S. Large-Cap Growth (SCHG)

Kelman-Lazarov, Inc. added to a holding in Schwab U.S. Large-Cap Growth by 27.60%. The purchase prices were between $66.84 and $80.15, with an estimated average price of $75.54. The stock is now traded at around $81.37. The impact to a portfolio due to this purchase was 1.74%. The holding were 152,647 shares as of .

Added: iShares Core S&P Mid-Cap (IJH)

Kelman-Lazarov, Inc. added to a holding in iShares Core S&P Mid-Cap by 102.26%. The purchase prices were between $162.23 and $192.69, with an estimated average price of $184.06. The stock is now traded at around $193.20. The impact to a portfolio due to this purchase was 0.85%. The holding were 13,402 shares as of .

Added: iShares Core S&P Small-Cap (IJR)

Kelman-Lazarov, Inc. added to a holding in iShares Core S&P Small-Cap by 26.80%. The purchase prices were between $68.11 and $80.91, with an estimated average price of $76.57. The stock is now traded at around $79.24. The impact to a portfolio due to this purchase was 0.78%. The holding were 71,932 shares as of .

Added: Amgen Inc (AMGN)

Kelman-Lazarov, Inc. added to a holding in Amgen Inc by 41.93%. The purchase prices were between $180.87 and $203.88, with an estimated average price of $191.19. The stock is now traded at around $172.15. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,557 shares as of .

Sold Out: Compass Minerals International Inc (CMP)

Kelman-Lazarov, Inc. sold out a holding in Compass Minerals International Inc. The sale prices were between $39.75 and $56.46, with an estimated average price of $50.49.

Sold Out: Carnival Corp (CCL)

Kelman-Lazarov, Inc. sold out a holding in Carnival Corp. The sale prices were between $47.37 and $58.85, with an estimated average price of $55.33.

Sold Out: AutoZone Inc (AZO)

Kelman-Lazarov, Inc. sold out a holding in AutoZone Inc. The sale prices were between $811.37 and $1024.12, with an estimated average price of $896.18.

Sold Out: Aberdeen Emerging Markets Equity Income Inc (AEF)

Kelman-Lazarov, Inc. sold out a holding in Aberdeen Emerging Markets Equity Income Inc. The sale prices were between $6.35 and $7.38, with an estimated average price of $7.06.



Here is the complete portfolio of Kelman-Lazarov, Inc.. Also check out:

1. Kelman-Lazarov, Inc.'s Undervalued Stocks
2. Kelman-Lazarov, Inc.'s Top Growth Companies, and
3. Kelman-Lazarov, Inc.'s High Yield stocks
4. Stocks that Kelman-Lazarov, Inc. keeps buying