L.M. Kohn & Company Purchases in Q2 2025

L.M. Kohn & Company

  • $359 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
42.2K
New
$91.43 - $91.74 $3.86M - $3.87M
42.2K $3.87M
VTI
Vanguard Total Stock Market Et

ETFs
3.46K
+ 17.16%
$243.75 - $303.93 $842K - $1.05M
23.6K $7.17M
HEQT
Simplify Exchange Traded Fds H
49.2K
New
$27.22 - $30.05 $1.34M - $1.48M
49.2K $1.48M
VEU
Vanguard Ftse All World Ex Us

ETFs
19.1K
+ 215.25%
$54.19 - $67.22 $1.04M - $1.29M
28K $1.88M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
18.9K
New
$55.54 - $69.09 $1.05M - $1.31M
18.9K $1.31M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.8K
New
$96.84 - $99.46 $1.24M - $1.27M
12.8K $1.27M
GOOG
Alphabet Inc.

Communication Services
7.04K
New
$146.58 - $180.01 $1.03M - $1.27M
7.04K $1.25M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
9.97K
New
$82.32 - $112.47 $820K - $1.12M
9.97K $1.12M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
10.4K
New
$68.13 - $74.77 $706K - $775K
10.4K $754K
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.05K
New
$273.67 - $366.17 $561K - $750K
2.05K $750K
FNDE
Schwab Fundamental Emerging Mk

ETFs
18.7K
New
$26.66 - $33.09 $498K - $619K
18.7K $617K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
32.2K
New
$17.61 - $21.46 $567K - $691K
32.2K $569K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
17.1K
New
$29.44 - $33.91 $505K - $581K
17.1K $560K
NOW
Service Now, Inc.

Technology
67
+ 3.45%
$721.65 - $1040.18 $48.4K - $69.7K
2.01K $2.07M
IGV
Ishares Expanded Tech Software

ETFs
4.63K
New
$80.15 - $109.5 $371K - $507K
4.63K $507K
VPU
Vanguard Utilities ETF

ETFs
2.57K
New
$158.36 - $178.82 $408K - $460K
2.57K $454K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17.3K
New
N/A
17.3K $411K
PLTR
Palantir Technologies Inc.

Technology
260
+ 3.67%
$74.01 - $144.25 $19.2K - $37.5K
7.34K $1M
ISRG
Intuitive Surgical Inc

Healthcare
705
New
$451.58 - $565.94 $318K - $399K
705 $383K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
31.3K
New
$11.69 - $13.91 $366K - $435K
31.3K $375K
FTGC
First Trust Global Tactical CO

ETFs
15.2K
+ 85.07%
$23.09 - $25.91 $350K - $393K
33K $814K
COIN
Coinbase Global, Inc.

Technology
1.02K
New
$151.47 - $375.07 $154K - $383K
1.02K $357K
CASY
Caseys General Stores Inc

Consumer Cyclical
577
+ 110.54%
$415.82 - $510.91 $240K - $295K
1.1K $560K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
18.7K
New
$16.99 - $17.74 $317K - $331K
18.7K $329K
SNOW
Snowflake Inc.

Technology
1.47K
New
$130.53 - $223.77 $191K - $328K
1.47K $328K
GLD
Spdr Gold Trust

ETFs
866
+ 22.81%
$273.71 - $316.29 $237K - $274K
4.66K $1.42M
VDE
Vanguard Energy ETF

ETFs
2.72K
New
$105.87 - $130.56 $288K - $355K
2.72K $323K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
5.72K
New
$49.79 - $50.59 $285K - $289K
5.72K $289K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.19K
+ 19.61%
$17.76 - $22.1 $145K - $181K
50K $1.1M
QLC
Flexshares Tr Us Quality Large

ETFs
33
+ 0.09%
$56.84 - $71.22 $1.88K - $2.35K
36.1K $2.57M
GWW
W.W. Grainger, Inc.

Industrials
229
New
$919.93 - $1101.66 $211K - $252K
229 $238K
RSG
Republic Services, Inc.

Industrials
931
+ 78.5%
$227.2 - $258.07 $212K - $240K
2.12K $522K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.22K
New
$100.35 - $100.71 $223K - $223K
2.22K $223K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.38K
New
$89.87 - $92.93 $213K - $221K
2.38K $218K
CUBE
Cube Smart

Real Estate
5.13K
New
$35.88 - $43.68 $184K - $224K
5.13K $218K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.03K
New
$144.94 - $210.94 $149K - $217K
1.03K $217K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.97K
New
$45.88 - $54.4 $182K - $216K
3.97K $216K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
13.3K
New
$13.96 - $16.51 $186K - $220K
13.3K $216K
LHX
L3 Harris Technologies, Inc.

Industrials
850
New
$200.21 - $256.99 $170K - $218K
850 $213K
CELH
Celsius Holdings, Inc.

Consumer Defensive
4.46K
New
$33.89 - $46.39 $151K - $207K
4.46K $207K
EPD
Enterprise Products Partners L.P.

Energy
6.67K
New
$28.95 - $34.22 $193K - $228K
6.67K $206K
BUG
Global X Fds Cybersecurity ETF

ETFs
5.53K
New
$29.9 - $37.1 $165K - $205K
5.53K $205K
AVK
Advent Convertible & Income Fund

Financial Services
13.2K
New
$10.01 - $12.11 $132K - $159K
13.2K $159K
BX
Blackstone Inc.

Financial Services
9
+ 0.07%
$120.07 - $151.11 $1.08K - $1.36K
12.9K $1.93M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
657
+ 5.77%
$58.41 - $72.69 $38.4K - $47.8K
12K $874K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
258
+ 20.91%
$180.84 - $240.32 $46.7K - $62K
1.49K $358K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.38K
+ 25.11%
$41.45 - $54.46 $57.1K - $75K
6.87K $357K
VNQ
Vanguard Specialized Funds Van

ETFs
1.29K
+ 10.53%
$79.79 - $91.42 $103K - $118K
13.5K $1.21M
AIQ
Global X Funds Global X Artifi

ETFs
425
+ 4.34%
$31.5 - $43.69 $13.4K - $18.6K
10.2K $446K
Activity Summary
Buys All Purchases 98 New Holdings 38 Increased Positions 60 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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