Kuhn & CO Investment Counsel Reduced Holdings in Q3 2024

Kuhn & CO Investment Counsel

  • $117 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Linde PLC
-840
- 16.41%
N/A
4.28K $2.04B
WFC
Wells Fargo & Company

Financial Services
-88
- 0.2%
$51.58 - $60.97 $4.54K - $5.37K
44.9K $2.54B
PG
Procter & Gamble CO

Consumer Defensive
-1.14K
- 14.08%
$160.76 - $177.82 $183K - $203K
6.95K $1.2B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-3.25K
- 15.48%
$45.87 - $48.53 $149K - $158K
17.8K $857M
SCHO
Schwab Short Term Us Treasury

ETFs
-2.53K
- 12.96%
$47.93 - $49.06 $121K - $124K
17K $832M
LLY
Eli Lilly & CO

Healthcare
-31
- 0.84%
$772.14 - $960.02 $23.9K - $29.8K
3.67K $3.25B
ADBE
Adobe Inc.

Technology
-8
- 0.44%
$508.13 - $586.55 $4.07K - $4.69K
1.81K $936M
PEP
Pepsico Inc

Consumer Defensive
-557
- 7.72%
$161.9 - $179.3 $90.2K - $99.9K
6.66K $1.13B
VUG
Vanguard Growth ETF

ETFs
-341
- 3.59%
$341.08 - $391.94 $116K - $134K
9.15K $3.51B
VGSH
Vanguard

ETFs
-676
- 4.15%
$57.74 - $59.13 $39K - $40K
15.6K $922M
CVX
Chevron Corp

Energy
-4
- 0.18%
$137.88 - $161.97 $552 - $648
2.22K $327M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-575
- 4.97%
$76.94 - $79.54 $44.2K - $45.7K
11K $873M
ROP
Roper Technologies Inc

Industrials
-15
- 2.17%
$515.25 - $576.55 $7.73K - $8.65K
675 $376M
STZ
Constellation Brands, Inc.

Consumer Defensive
-4
- 0.44%
$236.42 - $259.82 $946 - $1.04K
900 $232M
UBER
Uber Technologies, Inc

Technology
-100
- 2.21%
$58.48 - $77.47 $5.85K - $7.75K
4.42K $332M
UNH
Unitedhealth Group Inc

Healthcare
-45
- 8.52%
$488.01 - $604.18 $22K - $27.2K
483 $282M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-518
- 1.65%
$44.65 - $47.21 $23.1K - $24.5K
30.8K $1.44B
VB
Vanguard Small Cap ETF

ETFs
-103
- 2.6%
$214.77 - $237.72 $22.1K - $24.5K
3.85K $914M
SPY
Spdr S&P 500 ETF Trust

ETFs
-21
- 0.93%
$517.38 - $573.86 $10.9K - $12.1K
2.25K $1.29B
DUK
Duke Energy Corp

Utilities
-117
- 2.02%
$99.35 - $117.71 $11.6K - $13.8K
5.68K $654M
VNQ
Vanguard Specialized Funds Van

ETFs
-273
- 3.47%
$82.97 - $98.97 $22.7K - $27K
7.59K $739M
AEP
American Electric Power CO Inc

Utilities
-150
- 2.23%
$87.11 - $104.95 $13.1K - $15.7K
6.57K $674M
PNW
Pinnacle West Capital Corp

Utilities
-150
- 1.72%
$75.52 - $91.31 $11.3K - $13.7K
8.6K $762M
ITW
Illinois Tool Works Inc

Industrials
-165
- 2.47%
$233.14 - $263.97 $38.5K - $43.6K
6.53K $1.71B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-86
- 0.53%
$117.9 - $128.2 $10.1K - $11K
16.2K $2.08B
DHR
Danaher Corp

Healthcare
-24
- 0.4%
$239.25 - $280.76 $5.74K - $6.74K
5.93K $1.65B
FNDF
Schwab Fundamental Intl Large

ETFs
-2.84K
- 2.38%
$33.67 - $37.71 $95.7K - $107K
117K $4.35B
NEE
Nextera Energy Inc

Utilities
-675
- 3.45%
$69.9 - $84.97 $47.2K - $57.4K
18.9K $1.6B
VTV
Vanguard Value ETF

ETFs
-40
- 0.22%
$159.75 - $174.57 $6.39K - $6.98K
18.5K $3.23B
ACN
Accenture PLC

Technology
-40
- 0.64%
$295.44 - $355.81 $11.8K - $14.2K
6.21K $2.19B
AAPL
Apple Inc.

Technology
-67
- 0.34%
$207.23 - $234.82 $13.9K - $15.7K
19.4K $4.53B
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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