Kalos Management, Inc.
13F Portfolio Filings
- Most recent 13FQ3 2023
- Locationalpharetta, GA
- CIK0001666788
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1 | $0 | 0 | 13F-HR | Oct 16, 2023 | 000139834423019296 | ||
129 | $46.57M | SCHB, SCHX, SPY, SCHO | 13F-HR | Aug 9, 2023 | 000139834423014351 | ||
406 | $49.88M | SCHB, SCHX, SPY, SCHO | 13F-HR | May 5, 2023 | 000139834423008864 | ||
126 | $44.38M | SCHB, SCHX, SCHD, VTV | 13F-HR | Feb 27, 2023 | 000139834423004889 | ||
42 | $40.52M | SCHB, SCHX, SPY, VTV | 13F-HR | Nov 21, 2022 | 000166678822000005 | ||
138 | $74.44M | SCHB, SPY, VTV, SCHX | 13F-HR | Aug 12, 2022 | 000166678822000004 | ||
177 | $146.18M | PECO, BDVC, CMRF, FSK | 13F-HR | Jun 21, 2022 | 000166678822000003 | ||
286 | $369.31M | BILL, FSK, PHEC, BDVC | 13F-HR | Feb 3, 2022 | 000166678822000001 | ||
296 | $353.59M | BILL, FSK, PHEC, BDVC | 13F-HR | Nov 10, 2021 | 000166678821000004 | ||
268 | $246.45M | SCHB, FSK, SCHX, SPY | 13F-HR | Aug 11, 2021 | 000166678821000003 | ||
301 | $321.26M | PHILLIPS EDISON & COMPANY INC, BDVC, FSKR, SCHB | 13F-HR | May 13, 2021 | 000166678821000002 | ||
252 | $234.12M | SCHB, AVGO, FSK, NDQ | 13F-HR | Feb 11, 2021 | 000166678821000001 | ||
233 | $224.19M | SCHB, NDQ, FSK, SPY | 13F-HR | Nov 12, 2020 | 000166678820000005 | ||
218 | $237.39M | SCHB, NDQ, IVW, AVGO | 13F-HR | Aug 13, 2020 | 000166678820000004 | ||
204 | $224.28M | PHILLIPS EDISON & COMPANY INC, BDVC, SCHB, CMRF | 13F-HR | May 13, 2020 | 000166678820000002 | ||
203 | $274.39M | IVW, SCHX, NDQ, SCHB | 13F-HR | Feb 13, 2020 | 000166678820000001 | ||
200 | $250.87M | IVW, SCHB, SCHX, SPY | 13F-HR | Nov 14, 2019 | 000166678819000004 | ||
194 | $220.05M | IVW, SCHB, NDQ, SCHX | 13F-HR | Aug 14, 2019 | 000166678819000003 | ||
152 | $154.72M | IVW, AVGO, SPY, NDQ | 13F-HR | May 15, 2019 | 000166678819000002 | ||
194 | $205.36M | IVW, SCHX, AVGO, SPY | 13F-HR | Feb 13, 2019 | 000166678819000001 | ||
163 | $186.47M | IVW, INVESCO QQQ TR, IJT, IWM | 13F-HR | Nov 14, 2018 | 000166678818000005 | ||
202 | $220.57M | BROADCOM LTD, SCHX, EHC, SPY | 13F-HR | Aug 14, 2018 | 000166678818000004 | ||
126 | $169.15M | BROADCOM LTD, SPY, VOO, 1848782D | RESTATEMENT | May 14, 2018 | 000166678818000003 | ||
213 | $212.65M | BROADCOM LTD, VOO, IVW, VER | 13F-HR | Feb 14, 2018 | 000166678818000001 | ||
147 | $155.33M | BROADCOM LTD, IVW, VOO, 1848782D | 13F-HR | Nov 14, 2017 | 000166678817000005 | ||
100 | $109.41M | BROADCOM LTD, HEALTHSOUTH CORP, WFC, 1848782D | 13F-HR | Aug 15, 2017 | 000166678817000004 | ||
130 | $141.09M | BROADCOM LTD, VOO, IVW, 1848782D | 13F-HR | May 15, 2017 | 000166678817000003 | ||
126 | $123.84M | IWM, VOO, BROADCOM LTD, MDY | 13F-HR | Feb 14, 2017 | 000166678817000001 | ||
137 | $117.33M | VOO, BROADCOM LTD, OTX, O | 13F-HR | Nov 15, 2016 | 000166678816000004 | ||
153 | $129.27M | VOO, VWO, WMT, O | 13F-HR | Aug 1, 2016 | 000166678816000003 | ||
143 | $120.19M | IVW, VOO, WMT, VWO | 13F-HR | May 4, 2016 | 000166678816000002 | ||
707 | $133.98M | IVW, VOO, VWO, MCK | 13F-HR | Feb 17, 2016 | 000166678816000001 |