Kuhn & CO Investment Counsel Purchases in Q3 2024

Kuhn & CO Investment Counsel

  • $117 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.4K
New
$54.98 - $59.51 $297K - $321K
5.4K $321M
CGDV
Capital Group Divid Value ETF

ETFs
2.6K
+ 4.88%
$32.96 - $36.48 $85.8K - $94.9K
56K $2.04B
FSMD
Fidelity Covington Tr Small Mi

ETFs
6.29K
New
$37.22 - $41.47 $234K - $261K
6.29K $260M
HCA
Hca Healthcare, Inc.

Healthcare
591
New
$315.12 - $406.43 $186K - $240K
591 $240M
CGGR
Capital Group Growth ETF Shs C

ETFs
987
+ 0.95%
$30.71 - $34.79 $30.3K - $34.3K
104K $3.63B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
17.8K
+ 53.34%
$12.67 - $14.36 $225K - $255K
51.1K $686M
ZTS
Zoetis Inc.

Healthcare
1.09K
New
$172.58 - $196.48 $187K - $213K
1.09K $212M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.02%
$99.55 - $123.34 $199 - $247
10K $1.22B
XEL
Xcel Energy Inc

Utilities
3.16K
New
$52.11 - $65.3 $165K - $206K
3.16K $206M
TSLA
Tesla, Inc.

Consumer Cyclical
50
+ 1.87%
$191.76 - $263.26 $9.59K - $13.2K
2.73K $713M
NVDA
Nvidia Corp

Technology
1.65K
+ 4.52%
$98.91 - $134.91 $163K - $223K
38.2K $4.63B
META
Meta Platforms, Inc.

Communication Services
53
+ 4.61%
$453.41 - $572.44 $24K - $30.3K
1.2K $688M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.4K
+ 3.99%
$49.93 - $51.15 $69.8K - $71.5K
36.4K $1.86B
GS
Goldman Sachs Group Inc

Financial Services
6
+ 0.25%
$459.02 - $510.25 $2.75K - $3.06K
2.41K $1.19B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
2.99K
+ 4.5%
$24.07 - $24.62 $71.9K - $73.6K
69.3K $1.71B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.64K
+ 11.93%
$51.78 - $52.98 $84.9K - $86.9K
15.4K $815M
VO
Vanguard Mid Cap ETF

ETFs
23
+ 0.62%
$237.84 - $263.83 $5.47K - $6.07K
3.74K $986M
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.02%
$72.51 - $98.6 $72.5 - $98.6
4.14K $404M
MODL
Victory Portfolios Ii Victorys
575
+ 2.14%
N/A
27.5K $1.08B
Fidelity Covington Trust
1.9K
+ 16.07%
N/A
13.7K $455M
FNDX
Schwab Fundamental U S Large C

ETFs
402
+ 4.57%
$65.36 - $71.76 $26.3K - $28.8K
9.2K $660M
CSCO
Cisco Systems, Inc.

Technology
41
+ 0.35%
$44.74 - $53.22 $1.83K - $2.18K
11.7K $623M
SPYG
Spdr Portfolio

ETFs
30
+ 0.16%
$73.38 - $84.1 $2.2K - $2.52K
18.5K $1.53B
HYGV
Flexshares Tr High Yield Value

ETFs
856
+ 6.55%
$40.11 - $41.67 $34.3K - $35.7K
13.9K $580M
JGRO
J P Morgan Exchange Traded Fd
471
+ 9.73%
N/A
5.31K $408M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.29%
$333.64 - $405.2 $667 - $810
693 $281M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
813
+ 3.6%
$25.38 - $26.27 $20.6K - $21.4K
23.4K $614M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.02%
$62.69 - $73.01 $62.7 - $73
4.83K $347M
NFLX
Netflix Inc

Communication Services
8
+ 0.86%
$598.55 - $722.26 $4.79K - $5.78K
935 $663M
JPM
Jpmorgan Chase & CO

Financial Services
123
+ 10.68%
$194.9 - $224.8 $24K - $27.7K
1.28K $269M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
524
+ 6.13%
$49.69 - $50.5 $26K - $26.5K
9.08K $458M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
890
+ 2.96%
$11.72 - $12.38 $10.4K - $11K
30.9K $383M
VTWG
Vanguard Russell 2000 Growth E

ETFs
4
+ 0.24%
$186.75 - $211.16 $747 - $845
1.69K $350M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
376
+ 3.65%
$50.61 - $50.96 $19K - $19.2K
10.7K $544M
HYMU
Blackrock ETF Tr Ii High Yield
585
+ 6.27%
$22.51 - $23.25 $13.2K - $13.6K
9.92K $230M
CGCP
Capital Group Core Plus Income

ETFs
256
+ 1.84%
$22.12 - $23.31 $5.66K - $5.97K
14.2K $328M
XOM
Exxon Mobil Corp

Energy
27
+ 0.48%
$109.72 - $119.0 $2.96K - $3.21K
5.65K $662M
COP
Conocophillips

Energy
2
+ 0.05%
$102.3 - $116.61 $205 - $233
3.77K $396M
MSFT
Microsoft Corp

Technology
33
+ 1.02%
$395.15 - $467.56 $13K - $15.4K
3.26K $1.4B
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 0.36%
$217.89 - $392.15 $872 - $1.57K
1.13K $316M
Activity Summary
Buys All Purchases 41 New Holdings 5 Increased Positions 36 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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