L.M. Kohn & Company Purchases in Q3 2024

L.M. Kohn & Company

  • $390 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
74.2K
New
$91.42 - $91.82 $6.79M - $6.82M
74.2K $6.82M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
29K
+ 147.86%
$44.07 - $50.57 $1.28M - $1.47M
48.6K $2.46M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
21.2K
New
$64.57 - $71.76 $1.37M - $1.52M
21.2K $1.52M
XLK
Technology Sector Spdr

ETFs
5.98K
+ 95.85%
$197.34 - $237.68 $1.18M - $1.42M
12.2K $2.76M
GOOG
Alphabet Inc.

Communication Services
7.44K
New
$149.54 - $192.66 $1.11M - $1.43M
7.44K $1.24M
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.6K
+ 257.69%
$89.91 - $101.33 $953K - $1.07M
14.7K $1.44M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
17.1K
New
$51.02 - $52.74 $873K - $903K
17.1K $901K
HD
Home Depot, Inc.

Consumer Cyclical
388
+ 3.2%
$333.64 - $405.2 $129K - $157K
12.5K $5.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 0.13%
$405.19 - $478.57 $8.91K - $10.5K
16.3K $7.52M
USFR
Wisdomtree Floating Rate Treas

ETFs
16.8K
+ 15.38%
$50.2 - $50.48 $841K - $846K
126K $6.32M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
25.4K
+ 84.47%
$27.8 - $29.26 $707K - $744K
55.5K $1.61M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
17.1K
+ 12.83%
$28.1 - $29.89 $480K - $510K
150K $4.49M
ORCL
Oracle Corp

Technology
532
+ 3.03%
$125.9 - $170.35 $67K - $90.6K
18.1K $3.08M
LMT
Lockheed Martin Corp

Industrials
124
+ 2.83%
$460.3 - $584.56 $57.1K - $72.5K
4.51K $2.64M
WMT
Walmart Inc.

Consumer Defensive
1.97K
+ 6.74%
$66.91 - $81.4 $132K - $160K
31.2K $2.52M
PM
Philip Morris International Inc.

Consumer Defensive
2.7K
+ 37.86%
$101.25 - $127.45 $273K - $344K
9.83K $1.19M
XLP
Consumer Staples Sector Spdr

ETFs
6.27K
+ 58.62%
$76.04 - $76.04 $477K - $477K
17K $1.29M
XLRE
Select Sector Spdr Tr Real Est

ETFs
10.3K
New
$38.04 - $45.36 $391K - $466K
10.3K $459K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.1K
New
$36.02 - $41.68 $400K - $463K
11.1K $458K
CTAS
Cintas Corp

Industrials
2.14K
New
$201.38 - $819.83 $431K - $1.75M
2.14K $440K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.22K
+ 52.26%
$162.64 - $179.3 $361K - $398K
6.46K $1.16M
VIG
Vanguard Dividend Appreciation

ETFs
2.36K
+ 30.12%
$182.15 - $182.15 $429K - $429K
10.2K $1.85M
TSLA
Tesla, Inc.

Consumer Cyclical
427
+ 8.77%
$191.76 - $263.26 $81.9K - $112K
5.3K $1.39M
UNH
Unitedhealth Group Inc

Healthcare
81
+ 1.63%
$488.01 - $604.18 $39.5K - $48.9K
5.04K $2.95M
VTI
Vanguard Total Stock Market Et

ETFs
385
+ 1.93%
$255.18 - $283.2 $98.2K - $109K
20.3K $5.75M
BX
Blackstone Inc.

Financial Services
151
+ 1.15%
$120.77 - $159.66 $18.2K - $24.1K
13.3K $2.03M
FRI
First Tr S&P Reit Index Fd

ETFs
13.5K
New
$25.47 - $29.98 $344K - $405K
13.5K $400K
META
Meta Platforms, Inc.

Communication Services
343
+ 11.68%
$453.41 - $572.44 $156K - $196K
3.28K $1.88M
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
19.6K
New
$18.41 - $19.93 $361K - $390K
19.6K $384K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
19.3K
New
$18.55 - $19.57 $358K - $377K
19.3K $371K
V
Visa Inc.

Financial Services
477
+ 2.54%
$253.74 - $291.56 $121K - $139K
19.3K $5.3M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
13.8K
New
$23.06 - $26.41 $319K - $366K
13.8K $360K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.57K
+ 63.01%
$105.53 - $118.34 $272K - $305K
6.66K $778K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.23K
New
$44.66 - $49.15 $323K - $356K
7.23K $340K
SO
Southern CO

Utilities
1.48K
+ 9.13%
$77.0 - $90.52 $114K - $134K
17.7K $1.59M
MCD
Mcdonalds Corp

Consumer Cyclical
196
+ 3.85%
$245.82 - $304.51 $48.2K - $59.7K
5.28K $1.61M
SHW
Sherwin Williams CO

Basic Materials
386
+ 19.95%
$294.65 - $384.0 $114K - $148K
2.32K $885K
QLC
Flexshares Tr Us Quality Large

ETFs
2.67K
+ 7.26%
$58.69 - $65.04 $157K - $174K
39.5K $2.57M
PPLT
Abrdn Platinum ETF Trust

ETFs
3.34K
New
$89.83 - $89.83 $300K - $300K
3.34K $299K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.37K
+ 64.26%
$106.11 - $113.72 $251K - $269K
6.05K $683K
NEE
Nextera Energy Inc

Utilities
899
+ 6.28%
$69.9 - $84.97 $62.8K - $76.4K
15.2K $1.29M
ENZL
Ishares Tr Msci New Zealand Et

ETFs
5.49K
New
$44.95 - $50.32 $247K - $276K
5.49K $271K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.31K
New
$56.47 - $63.69 $244K - $275K
4.31K $271K
KO
Coca Cola CO

Consumer Defensive
2.09K
+ 15.31%
$62.69 - $73.01 $131K - $152K
15.7K $1.13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.6K
New
$96.25 - $101.98 $250K - $265K
2.6K $262K
CHWY
Chewy, Inc.

Consumer Cyclical
8.9K
New
$22.22 - $32.67 $198K - $291K
8.9K $260K
T
At&T Inc.

Communication Services
9.28K
+ 47.79%
$18.21 - $22.28 $169K - $207K
28.7K $631K
IVV
Ishares Core S&P 500 ETF

ETFs
391
+ 34.15%
$520.18 - $576.82 $203K - $226K
1.54K $885K
GE
General Electric CO

Industrials
1.35K
New
$156.66 - $189.66 $212K - $257K
1.35K $255K
Activity Summary
Buys All Purchases 186 New Holdings 46 Increased Positions 140 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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