Kuhn & CO Investment Counsel Purchases in Q1 2025

Kuhn & CO Investment Counsel

  • $119 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
5.49K
+ 4.51%
$32.9 - $37.45 $181K - $206K
127K $4.59B
CGXU
Capital Group Intl Focus Equit

ETFs
17K
New
$24.48 - $26.59 $416K - $452K
17K $416M
MODL
Victory Portfolios Ii Victorys
11.2K
+ 31.75%
N/A
46.6K $1.81B
JPM
Jpmorgan Chase & CO

Financial Services
1.48K
+ 109.37%
$225.19 - $279.95 $334K - $415K
2.84K $696M
AVEM
American Centy ETF Tr Avantis

ETFs
6.1K
New
$57.11 - $62.4 $349K - $381K
6.1K $367M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.46K
+ 23.55%
$44.41 - $45.98 $331K - $343K
39.1K $1.79B
VTV
Vanguard Value ETF

ETFs
1.51K
+ 7.82%
$167.73 - $179.21 $253K - $270K
20.8K $3.59B
XLV
Select Sector Spdr Fund Health

ETFs
1.83K
New
$137.61 - $149.68 $252K - $274K
1.83K $268M
CGDV
Capital Group Divid Value ETF

ETFs
6.85K
+ 11.27%
$34.95 - $37.36 $239K - $256K
67.7K $2.41B
AJG
Arthur J. Gallagher & Co.

Financial Services
686
New
$275.89 - $345.24 $189K - $237K
686 $237M
HCA
Hca Healthcare, Inc.

Healthcare
593
New
$296.7 - $345.55 $176K - $205K
593 $205M
QQQ
Invesco Qqq Trust, Series 1

ETFs
431
New
$468.34 - $539.52 $202K - $233K
431 $202M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.16K
+ 25.14%
$50.72 - $50.92 $160K - $161K
15.7K $799M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
9.08K
+ 16.91%
$13.05 - $13.97 $119K - $127K
62.8K $856M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.78K
+ 11.7%
$77.7 - $78.94 $138K - $141K
17K $1.34B
FSMD
Fidelity Covington Tr Small Mi

ETFs
4.18K
+ 48.46%
$38.04 - $43.22 $159K - $180K
12.8K $501M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.74K
+ 25.18%
$49.75 - $50.27 $136K - $138K
13.6K $680M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.09K
+ 12.76%
$51.26 - $52.53 $107K - $110K
18.5K $952M
SPY
Spdr S&P 500 ETF Trust

ETFs
286
+ 12.69%
$551.42 - $612.93 $158K - $175K
2.54K $1.42B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.28K
+ 5.93%
$49.25 - $50.66 $112K - $116K
40.7K $2.02B
VGSH
Vanguard

ETFs
1.32K
+ 6.9%
$58.07 - $58.69 $76.4K - $77.2K
20.4K $1.2B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.25K
+ 8.7%
$61.9 - $66.89 $77.1K - $83.3K
15.6K $989M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
7.37K
+ 17.17%
$11.4 - $11.96 $84.1K - $88.2K
50.3K $580M
WFC
Wells Fargo & Company

Financial Services
61
+ 0.14%
$66.78 - $81.42 $4.07K - $4.97K
45K $3.23B
XOM
Exxon Mobil Corp

Energy
31
+ 0.54%
$105.44 - $118.93 $3.27K - $3.69K
5.74K $683M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.01K
+ 11.22%
$25.12 - $26.05 $75.6K - $78.4K
29.9K $753M
UBER
Uber Technologies, Inc

Technology
98
+ 2.22%
$63.17 - $81.49 $6.19K - $7.99K
4.51K $328M
HYGV
Flexshares Tr High Yield Value

ETFs
1.54K
+ 11.56%
$40.21 - $41.29 $61.9K - $63.5K
14.9K $600M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
2.3K
+ 3.19%
$23.87 - $24.35 $54.9K - $56K
74.3K $1.78B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
71
+ 0.42%
$126.11 - $135.06 $8.95K - $9.59K
16.8K $2.16B
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.02%
$91.75 - $115.81 $91.8 - $116
4.24K $416M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
2.22K
+ 15.14%
$11.13 - $11.61 $24.7K - $25.8K
16.9K $189M
CRWD
Crowd Strike Holdings, Inc.

Technology
18
+ 1.6%
$308.86 - $455.36 $5.56K - $8.2K
1.15K $404M
JCPB
J P Morgan Exchange Traded Fd

ETFs
12
+ 0.07%
$45.56 - $47.23 $547 - $567
17.8K $836M
FNDX
Schwab Fundamental U S Large C

ETFs
566
+ 2.01%
$23.03 - $25.01 $13K - $14.2K
28.7K $678M
HYMU
Blackrock ETF Tr Ii High Yield
425
+ 3.09%
$22.43 - $23.19 $9.53K - $9.86K
14.2K $321M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.18%
$576.36 - $736.67 $1.15K - $1.47K
1.1K $636M
PEP
Pepsico Inc

Consumer Defensive
4
+ 0.06%
$142.64 - $156.42 $571 - $626
6.77K $1.02B
SPYG
Spdr Portfolio

ETFs
1.62K
+ 8.46%
$80.05 - $92.39 $129K - $149K
20.7K $1.66B
Fidelity Covington Trust
1.22K
+ 8.86%
N/A
14.9K $471M
NVO
Novo Nordisk A S

Healthcare
85
+ 2.24%
$69.3 - $90.95 $5.89K - $7.73K
3.89K $270M
AMRC
Ameresco, Inc.

Industrials
10K
+ 63.9%
$9.29 - $28.17 $92.9K - $282K
25.7K $310M
ADBE
Adobe Inc.

Technology
3
+ 0.17%
$377.84 - $464.11 $1.13K - $1.39K
1.8K $692M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.52K
+ 5.28%
$33.98 - $39.84 $188K - $220K
110K $3.77B
GOOGL
Alphabet Inc.

Communication Services
24
+ 0.43%
$154.33 - $206.19 $3.7K - $4.95K
5.57K $862M
VUG
Vanguard Growth ETF

ETFs
75
+ 0.83%
$369.1 - $427.61 $27.7K - $32.1K
9.12K $3.38B
TSLA
Tesla, Inc.

Consumer Cyclical
19
+ 0.7%
$222.15 - $428.22 $4.22K - $8.14K
2.75K $711M
AAPL
Apple Inc.

Technology
200
+ 1.03%
$209.68 - $247.1 $41.9K - $49.4K
19.6K $4.36B
Activity Summary
Buys All Purchases 49 New Holdings 7 Increased Positions 42 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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