Kuhn & CO Investment Counsel Purchases in Q3 2025

Kuhn & CO Investment Counsel

  • $126 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
15.6K
+ 291.22%
$76.16 - $78.59 $1.19M - $1.23M
21K $1.64B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.1K
+ 58.77%
$78.96 - $80.04 $794K - $805K
27.2K $2.17B
VGSH
Vanguard

ETFs
11.3K
+ 51.65%
$58.43 - $58.88 $662K - $667K
33.3K $1.96B
VTV
Vanguard Value ETF

ETFs
1.7K
+ 6.94%
$175.51 - $186.57 $297K - $316K
26.1K $4.87B
AVGO
Broadcom Inc.

Technology
1.39K
New
$264.74 - $369.57 $367K - $513K
1.39K $458M
GOOGL
Alphabet Inc.

Communication Services
34
+ 0.61%
$174.36 - $254.72 $5.93K - $8.66K
5.57K $1.35B
HYGV
Flexshares Tr High Yield Value

ETFs
7.18K
+ 71.0%
$40.55 - $41.28 $291K - $296K
17.3K $712M
SPYG
Spdr Portfolio

ETFs
184
+ 0.77%
$94.33 - $105.31 $17.4K - $19.4K
24.2K $2.53B
Jacobs Solutions Inc
1.52K
New
N/A
1.52K $227M
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
6.95K
New
$28.9 - $32.4 $201K - $225K
6.95K $218M
ADSK
Autodesk, Inc.

Technology
668
New
N/A
668 $212M
CGXU
Capital Group Intl Focus Equit

ETFs
3.93K
+ 13.08%
$26.49 - $29.62 $104K - $116K
33.9K $1.01B
FSMD
Fidelity Covington Tr Small Mi

ETFs
2.82K
+ 11.78%
$41.29 - $44.71 $117K - $126K
26.8K $1.18B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.4K
+ 8.68%
$45.26 - $46.63 $154K - $158K
42.5K $1.97B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
12.7K
+ 22.2%
$11.04 - $11.83 $140K - $150K
69.9K $817M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.76K
+ 14.13%
$50.9 - $52.37 $140K - $144K
22.3K $1.16B
AVEM
American Centy ETF Tr Avantis

ETFs
578
+ 6.95%
$68.33 - $75.41 $39.5K - $43.6K
8.89K $668M
HYMU
Blackrock ETF Tr Ii High Yield
4.15K
+ 25.98%
N/A
20.1K $450M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4.42K
+ 5.98%
$12.9 - $13.59 $57K - $60K
78.2K $1.05B
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.56K
+ 8.78%
$46.37 - $47.77 $72.3K - $74.5K
19.3K $919M
VB
Vanguard Small Cap ETF

ETFs
37
+ 0.92%
$237.58 - $259.17 $8.79K - $9.59K
4.08K $1.04B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
3K
+ 17.77%
$10.62 - $11.43 $31.9K - $34.3K
19.9K $226M
SCHO
Schwab Short Term Us Treasury

ETFs
916
+ 2.8%
$24.23 - $24.42 $22.2K - $22.4K
33.6K $819M
ADBE
Adobe Inc.

Technology
14
+ 0.78%
$333.65 - $392.1 $4.67K - $5.49K
1.81K $640M
Activity Summary
Buys All Purchases 25 New Holdings 5 Increased Positions 20 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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