Kuhn & CO Investment Counsel Incresed Positions in Q4 2024

Kuhn & CO Investment Counsel

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
71
+ 0.55%
$180.88 - $232.93 $12.8K - $16.5K
12.9K $2.83B
MODL
Victory Portfolios Ii Victorys
7.91K
+ 28.8%
N/A
35.4K $1.42B
AAPL
Apple Inc.

Technology
1
+ 0.01%
$221.69 - $259.02 $222 - $259
19.4K $4.87B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.22K
+ 38.4%
$77.86 - $79.27 $329K - $335K
15.2K $1.19B
CGGR
Capital Group Growth ETF Shs C

ETFs
153
+ 0.15%
$34.49 - $39.24 $5.28K - $6K
105K $3.89B
GS
Goldman Sachs Group Inc

Financial Services
115
+ 4.78%
$486.1 - $608.57 $55.9K - $70K
2.52K $1.44B
VGSH
Vanguard

ETFs
3.46K
+ 22.11%
$58.02 - $58.88 $200K - $203K
19.1K $1.11B
GOOGL
Alphabet Inc.

Communication Services
173
+ 3.22%
$161.86 - $196.66 $28K - $34K
5.55K $1.05B
SPYG
Spdr Portfolio

ETFs
599
+ 3.24%
$81.74 - $91.38 $49K - $54.7K
19.1K $1.68B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
12K
+ 38.96%
$11.39 - $12.41 $137K - $149K
43K $501M
CGDV
Capital Group Divid Value ETF

ETFs
4.86K
+ 8.68%
$35.16 - $37.12 $171K - $180K
60.8K $2.14B
FSMD
Fidelity Covington Tr Small Mi

ETFs
2.33K
+ 37.09%
$40.75 - $44.85 $95K - $105K
8.62K $355M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.87K
+ 17.48%
$50.67 - $50.9 $94.7K - $95.1K
12.6K $637M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
1.79K
+ 19.72%
$49.74 - $50.43 $89K - $90.3K
10.9K $542M
HYMU
Blackrock ETF Tr Ii High Yield
3.83K
+ 38.63%
$22.59 - $23.2 $86.5K - $88.9K
13.7K $311M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.46K
+ 14.81%
$25.3 - $26.31 $87.6K - $91.1K
26.8K $687M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2K
+ 5.49%
$49.79 - $51.14 $99.5K - $102K
38.4K $1.93B
HON
Honeywell International Inc

Industrials
40
+ 1.52%
$202.84 - $236.0 $8.11K - $9.44K
2.68K $604M
JPM
Jpmorgan Chase & CO

Financial Services
80
+ 6.27%
$205.18 - $250.29 $16.4K - $20K
1.36K $325M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
511
+ 3.16%
$126.68 - $134.74 $64.7K - $68.9K
16.7K $2.13B
VTV
Vanguard Value ETF

ETFs
802
+ 4.34%
$168.32 - $181.87 $135K - $146K
19.3K $3.27B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
755
+ 5.57%
$63.01 - $68.55 $47.6K - $51.8K
14.3K $906M
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 0.4%
$567.81 - $607.81 $5.11K - $5.47K
2.25K $1.32B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1K
+ 6.5%
$51.58 - $52.91 $51.6K - $52.9K
16.4K $847M
JGRO
J P Morgan Exchange Traded Fd
112
+ 2.11%
N/A
5.42K $439M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
2.65K
+ 3.82%
$23.99 - $24.55 $63.5K - $65K
72K $1.73B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.67K
+ 5.23%
$12.74 - $14.23 $34K - $38K
53.7K $698M
GTO
Invesco Actively Managed ETF T

ETFs
843
+ 5.51%
$46.33 - $48.41 $39.1K - $40.8K
16.1K $749M
FNDX
Schwab Fundamental U S Large C

ETFs
18.9K
+ 205.81%
$23.49 - $71.77 $445K - $1.36M
28.1K $667M
VTWG
Vanguard Russell 2000 Growth E

ETFs
3
+ 0.18%
$202.91 - $229.76 $609 - $689
1.69K $355M
VO
Vanguard Mid Cap ETF

ETFs
16
+ 0.43%
$261.5 - $284.63 $4.18K - $4.55K
3.75K $991M
INTU
Intuit Inc

Technology
1
+ 0.18%
$602.01 - $706.25 $602 - $706
548 $344M
ABT
Abbott Laboratories

Healthcare
16
+ 0.82%
$111.93 - $119.39 $1.79K - $1.91K
1.98K $224M
SCHO
Schwab Short Term Us Treasury

ETFs
17.5K
+ 103.06%
$24.06 - $48.88 $421K - $856K
34.5K $830M
PG
Procter & Gamble CO

Consumer Defensive
140
+ 2.01%
$161.05 - $179.7 $22.5K - $25.2K
7.09K $1.19B
SBUX
Starbucks Corp

Consumer Cyclical
96
+ 2.32%
$87.44 - $102.5 $8.39K - $9.84K
4.24K $387M
MSFT
Microsoft Corp

Technology
25
+ 0.77%
$406.35 - $454.46 $10.2K - $11.4K
3.29K $1.39B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
863
+ 2.8%
$44.87 - $46.86 $38.7K - $40.4K
31.7K $1.42B
PFE
Pfizer Inc

Healthcare
240
+ 1.65%
$24.8 - $30.19 $5.95K - $7.25K
14.8K $393M
CEG
Constellation Energy Corp

Utilities
100
+ 6.98%
$224.28 - $285.52 $22.4K - $28.6K
1.53K $343M
KO
Coca Cola CO

Consumer Defensive
3
+ 0.06%
$61.74 - $71.71 $185 - $215
4.83K $301M
XOM
Exxon Mobil Corp

Energy
65
+ 1.15%
$105.51 - $125.37 $6.86K - $8.15K
5.71K $615M
SO
Southern CO

Utilities
60
+ 0.55%
$81.5 - $94.15 $4.89K - $5.65K
11K $905M
PEP
Pepsico Inc

Consumer Defensive
110
+ 1.65%
$151.29 - $176.1 $16.6K - $19.4K
6.77K $1.03B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
132
+ 0.62%
$67.29 - $73.38 $8.88K - $9.69K
21.3K $1.45B
Linde PLC
10
+ 0.23%
N/A
4.29K $1.8B
FNDF
Schwab Fundamental Intl Large

ETFs
5.1K
+ 4.38%
$32.92 - $37.15 $168K - $189K
122K $4.04B
Activity Summary
Buys All Purchases 55 New Holdings 7 Increased Positions 48 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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