L.M. Kohn & Company Purchases in Q1 2025

L.M. Kohn & Company

  • $373 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
77.8K
New
$91.45 - $91.75 $7.11M - $7.13M
77.8K $7.13M
JNJ
Johnson & Johnson

Healthcare
22.4K
+ 186.9%
$142.06 - $167.7 $3.19M - $3.76M
34.5K $5.71M
GABC
German American Bancorp, Inc.

Financial Services
126K
+ 34.66%
$37.21 - $41.71 $4.7M - $5.27M
490K $18.4M
PG
Procter & Gamble CO

Consumer Defensive
15.8K
+ 102.05%
$158.56 - $176.26 $2.5M - $2.78M
31.3K $5.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
132
+ 0.83%
$442.66 - $534.52 $58.4K - $70.6K
16.1K $8.58M
GOOG
Alphabet Inc.

Communication Services
7.25K
New
$156.06 - $207.71 $1.13M - $1.51M
7.25K $1.13M
USFR
Wisdomtree Floating Rate Treas

ETFs
22.3K
+ 28.73%
$50.29 - $50.5 $1.12M - $1.13M
100K $5.04M
IAU
Ishares Gold Trust

ETFs
18.7K
New
$49.74 - $58.96 $931K - $1.1M
18.7K $1.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
41.8K
New
$18.36 - $20.51 $767K - $857K
41.8K $826K
GLD
Spdr Gold Trust

ETFs
2.52K
+ 197.57%
$243.19 - $288.14 $613K - $726K
3.8K $1.09M
SCHV
Schwab Strategic Tr Us Large C

ETFs
24.3K
New
$25.77 - $27.6 $625K - $670K
24.3K $644K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.6K
+ 14.15%
$507.05 - $563.67 $810K - $901K
12.9K $6.62M
VFMV
Vanguard Wellington Fd

ETFs
3.91K
New
$119.38 - $128.27 $466K - $501K
3.91K $495K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9.59K
+ 71.19%
$50.87 - $51.09 $488K - $490K
23.1K $1.18M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
3.81K
New
$122.86 - $137.9 $468K - $526K
3.81K $481K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
6.64K
New
$63.07 - $73.5 $419K - $488K
6.64K $466K
FTGC
First Trust Global Tactical CO

ETFs
17.8K
New
$23.95 - $25.86 $427K - $461K
17.8K $455K
MCD
Mcdonalds Corp

Consumer Cyclical
1.05K
+ 20.43%
$279.74 - $321.29 $295K - $339K
6.21K $1.94M
UBER
Uber Technologies, Inc

Technology
2.79K
+ 20.85%
$63.17 - $81.49 $176K - $228K
16.2K $1.18M
CTA
Simplify Exch Traded Fds Simpl

ETFs
11.4K
New
$27.81 - $30.21 $318K - $345K
11.4K $338K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
18.2K
New
$17.66 - $18.84 $322K - $344K
18.2K $322K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.76K
+ 22.23%
$169.43 - $182.84 $298K - $321K
9.66K $1.67M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
11.8K
New
$22.46 - $23.26 $264K - $274K
11.8K $272K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.57K
New
$27.01 - $28.54 $258K - $273K
9.57K $267K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.49K
New
$34.58 - $45.97 $190K - $252K
5.49K $252K
VNQ
Vanguard Specialized Funds Van

ETFs
2.59K
+ 26.8%
$85.55 - $94.34 $222K - $244K
12.3K $1.11M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.78K
New
$62.43 - $84.12 $236K - $318K
3.78K $246K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12.1K
+ 8.09%
$29.34 - $31.31 $356K - $380K
162K $4.82M
AOA
Ishares Tr Core Aggressive All

ETFs
3.04K
New
$75.7 - $80.01 $230K - $243K
3.04K $232K
CASY
Caseys General Stores Inc

Consumer Cyclical
522
New
$378.71 - $442.54 $198K - $231K
522 $226K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.95K
New
$113.13 - $127.79 $221K - $249K
1.95K $220K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.61K
+ 50.57%
$81.83 - $82.73 $213K - $216K
7.77K $642K
GS
Goldman Sachs Group Inc

Financial Services
479
+ 26.28%
$524.81 - $672.19 $251K - $322K
2.3K $1.26M
VIG
Vanguard Dividend Appreciation

ETFs
1.14K
+ 10.09%
N/A
12.4K $2.27M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.11K
+ 53.96%
$56.51 - $62.98 $176K - $196K
8.89K $538K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.96K
+ 21.75%
$67.03 - $74.61 $265K - $295K
22.1K $1.51M
MPC
Marathon Petroleum Corp

Energy
1.42K
New
$134.72 - $159.03 $192K - $226K
1.42K $207K
WFC
Wells Fargo & Company

Financial Services
2.84K
New
$66.78 - $81.42 $189K - $231K
2.84K $203K
IWM
Ishares Russell 2000 ETF

ETFs
1.74K
+ 26.03%
$198.1 - $229.79 $344K - $399K
8.4K $1.68M
NFLX
Netflix Inc

Communication Services
190
+ 34.86%
$828.4 - $1058.6 $157K - $201K
735 $685K
JPM
Jpmorgan Chase & CO

Financial Services
350
+ 1.94%
$225.19 - $279.95 $78.8K - $98K
18.4K $4.51M
CVX
Chevron Corp

Energy
32
+ 0.43%
$146.71 - $167.97 $4.69K - $5.38K
7.41K $1.24M
LLY
Eli Lilly & CO

Healthcare
41
+ 1.61%
$725.72 - $929.72 $29.8K - $38.1K
2.59K $2.14M
OXLC
Oxford Lane Capital Corp.

Financial Services
32.7K
New
$4.3 - $5.17 $141K - $169K
32.7K $154K
WMT
Walmart Inc.

Consumer Defensive
2.52K
+ 8.98%
$84.5 - $105.05 $213K - $265K
30.6K $2.69M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
13.2K
New
$11.13 - $11.61 $147K - $153K
13.2K $147K
CRWD
Crowd Strike Holdings, Inc.

Technology
325
+ 13.01%
$308.86 - $455.36 $100K - $148K
2.82K $995K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.41K
+ 15.75%
$42.18 - $45.16 $101K - $109K
17.7K $782K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
14.6K
New
$8.24 - $8.68 $121K - $127K
14.6K $120K
Activity Summary
Buys All Purchases 144 New Holdings 30 Increased Positions 114 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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