Kuhn & CO Investment Counsel Incresed Positions in Q2 2025

Kuhn & CO Investment Counsel

  • $132 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
12.6K
+ 11.49%
$30.53 - $40.65 $386K - $514K
123K $4.99B
MCD
Mcdonalds Corp

Consumer Cyclical
3.45K
+ 239.29%
$285.55 - $321.23 $986K - $1.11M
4.9K $1.43B
VUG
Vanguard Growth ETF

ETFs
788
+ 8.64%
$329.49 - $438.4 $260K - $345K
9.91K $4.34B
VTV
Vanguard Value ETF

ETFs
3.6K
+ 17.29%
$153.67 - $176.74 $553K - $636K
24.4K $4.31B
CGDV
Capital Group Divid Value ETF

ETFs
9.57K
+ 14.13%
$31.93 - $39.49 $305K - $378K
77.2K $3.05B
SPYG
Spdr Portfolio

ETFs
3.35K
+ 16.19%
$71.83 - $95.32 $241K - $319K
24K $2.29B
FNDF
Schwab Fundamental Intl Large

ETFs
1.35K
+ 1.06%
$32.25 - $40.02 $43.4K - $53.9K
128K $5.14B
FSMD
Fidelity Covington Tr Small Mi

ETFs
11.2K
+ 87.43%
$34.67 - $41.47 $388K - $464K
24K $994M
Lam Research Corp
77
+ 0.4%
N/A
19.2K $1.87B
META
Meta Platforms, Inc.

Communication Services
376
+ 34.06%
$484.66 - $738.09 $182K - $278K
1.48K $1.09B
CGXU
Capital Group Intl Focus Equit

ETFs
13K
+ 76.78%
$21.44 - $27.35 $280K - $357K
30K $814M
AMZN
Amazon Com Inc

Consumer Cyclical
18
+ 0.14%
$167.32 - $223.3 $3.01K - $4.02K
12.9K $2.83B
FNDX
Schwab Fundamental U S Large C

ETFs
9.45K
+ 32.9%
$20.84 - $24.54 $197K - $232K
38.2K $936M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.77K
+ 11.71%
$48.13 - $49.85 $229K - $238K
45.5K $2.23B
AVEM
American Centy ETF Tr Avantis

ETFs
2.21K
+ 36.26%
$53.08 - $68.54 $117K - $152K
8.32K $570M
SPY
Spdr S&P 500 ETF Trust

ETFs
26
+ 1.02%
$496.48 - $617.85 $12.9K - $16.1K
2.57K $1.59B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
66
+ 0.31%
$65.84 - $80.81 $4.35K - $5.33K
21.2K $1.7B
VB
Vanguard Small Cap ETF

ETFs
348
+ 9.42%
$193.73 - $237.37 $67.4K - $82.6K
4.04K $958M
XLK
Technology Sector Spdr

ETFs
62
+ 2.98%
$179.73 - $253.23 $11.1K - $15.7K
2.14K $543M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
11K
+ 17.54%
$12.21 - $13.9 $135K - $153K
73.8K $963M
Fidelity Covington Trust
430
+ 2.88%
N/A
15.4K $569M
PSX
Phillips 66

Energy
935
+ 23.56%
$92.87 - $125.73 $86.8K - $118K
4.9K $585M
VGSH
Vanguard

ETFs
1.54K
+ 7.54%
$58.32 - $58.95 $89.7K - $90.7K
21.9K $1.29B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
6.89K
+ 13.69%
$10.78 - $11.57 $74.3K - $79.7K
57.2K $646M
BA
Boeing CO

Industrials
4
+ 0.24%
$136.59 - $217.51 $546 - $870
1.65K $347M
Blackrock Inc
1
+ 0.16%
N/A
618 $648M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
2.91K
+ 3.92%
$23.36 - $24.11 $68K - $70.2K
77.2K $1.84B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.84K
+ 9.5%
$24.14 - $25.43 $68.4K - $72.1K
32.7K $810M
QQQ
Invesco Qqq Trust, Series 1

ETFs
35
+ 8.12%
$416.06 - $551.64 $14.6K - $19.3K
466 $257M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.03K
+ 5.55%
$50.34 - $51.86 $51.6K - $53.2K
19.5K $1B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
892
+ 6.56%
$49.18 - $50.17 $43.9K - $44.8K
14.5K $727M
HYMU
Blackrock ETF Tr Ii High Yield
1.8K
+ 12.72%
N/A
16K $356M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
661
+ 4.21%
$50.52 - $50.92 $33.4K - $33.7K
16.4K $834M
ECL
Ecolab Inc.

Basic Materials
2
+ 0.11%
$225.65 - $270.95 $451 - $542
1.75K $472M
HCA
Hca Healthcare, Inc.

Healthcare
3
+ 0.51%
$317.61 - $387.52 $953 - $1.16K
596 $228M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
127
+ 0.75%
$77.94 - $79.5 $9.9K - $10.1K
17.1K $1.36B
ABT
Abbott Laboratories

Healthcare
5
+ 0.25%
$123.95 - $138.08 $620 - $690
1.98K $270M
NVO
Novo Nordisk A S

Healthcare
85
+ 2.19%
$58.08 - $81.05 $4.94K - $6.89K
3.97K $274M
SCHO
Schwab Short Term Us Treasury

ETFs
1
+ 0.0%
$24.19 - $24.45 $24.2 - $24.5
32.7K $796M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.02%
$68.37 - $73.9 $68.4 - $73.9
4.83K $342M
NEE
Nextera Energy Inc

Utilities
4
+ 0.02%
$64.11 - $75.0 $256 - $300
18.9K $1.31B
PGR
Progressive Corp

Financial Services
13
+ 0.49%
$255.27 - $288.74 $3.32K - $3.75K
2.68K $715M
XOM
Exxon Mobil Corp

Energy
32
+ 0.56%
$99.93 - $119.04 $3.2K - $3.81K
5.78K $623M
JNJ
Johnson & Johnson

Healthcare
7
+ 0.13%
$146.36 - $159.82 $1.02K - $1.12K
5.52K $843M
AAPL
Apple Inc.

Technology
84
+ 0.43%
$172.42 - $223.89 $14.5K - $18.8K
19.7K $4.05B
Activity Summary
Buys All Purchases 54 New Holdings 8 Increased Positions 46 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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