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
PAYX
Paychex Inc

Industrials
18
+ 0.22%
$136.06 - $154.52 $2.45K - $2.78K
8.21K $1.27M
VXF
Vanguard Extended Market ETF

ETFs
1.14K
+ 25.19%
$170.36 - $201.04 $194K - $229K
5.65K $973K
VO
Vanguard Mid Cap ETF

ETFs
486
+ 21.21%
$251.87 - $277.95 $122K - $135K
2.78K $718K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.77K
+ 13.25%
$62.72 - $71.92 $111K - $127K
15.1K $952K
XLU
Utilities Sector Spdr

ETFs
784
+ 6.87%
$74.7 - $80.27 $58.6K - $62.9K
12.2K $961K
XLE
Energy Sector Spdr

ETFs
358
+ 4.54%
$85.7 - $93.96 $30.7K - $33.6K
8.25K $770K
RTX
Raytheon Technologies Corp

Industrials
132
+ 3.03%
$114.1 - $135.66 $15.1K - $17.9K
4.49K $594K
MO
Altria Group, Inc.

Consumer Defensive
20
+ 0.17%
$50.81 - $60.02 $1.02K - $1.2K
11.6K $696K
PCF
High Income Securities Fund

Financial Services
13.8K
New
$6.51 - $6.86 $89.9K - $94.8K
13.8K $91K
XLV
Select Sector Spdr Fund Health

ETFs
250
+ 3.94%
$137.61 - $149.68 $34.4K - $37.4K
6.59K $962K
PANW
Palo Alto Networks Inc

Technology
725
+ 19.2%
$167.82 - $208.28 $122K - $151K
4.5K $768K
RSG
Republic Services, Inc.

Industrials
145
+ 13.93%
$200.09 - $242.16 $29K - $35.1K
1.19K $287K
CTAS
Cintas Corp

Industrials
147
+ 7.01%
$182.09 - $208.14 $26.8K - $30.6K
2.25K $461K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.45K
+ 23.33%
$49.22 - $51.73 $71.5K - $75.2K
7.68K $388K
VTV
Vanguard Value ETF

ETFs
358
+ 13.97%
$167.73 - $179.21 $60K - $64.2K
2.92K $504K
O
Realty Income Corp

Real Estate
27
+ 0.19%
$51.67 - $58.49 $1.4K - $1.58K
14.6K $847K
RDVY
First Trust Rising Dividend Ac

ETFs
1.53K
+ 3.11%
$57.22 - $63.39 $87.5K - $97K
50.8K $2.97M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
464
+ 10.45%
$97.38 - $104.52 $45.2K - $48.5K
4.91K $501K
AIQ
Global X Funds Global X Artifi

ETFs
2.07K
+ 26.71%
$36.38 - $42.77 $75.1K - $88.3K
9.8K $356K
VLO
Valero Energy Corp

Energy
38
+ 0.69%
$121.76 - $142.99 $4.63K - $5.43K
5.53K $730K
OKE
Oneok Inc

Energy
570
+ 23.17%
$89.57 - $109.85 $51.1K - $62.6K
3.03K $300K
MLPA
Global X Mlp ETF

ETFs
600
+ 12.38%
$49.83 - $54.53 $29.9K - $32.7K
5.45K $289K
FGB
First Trust Specialty Finance & Financial Opportunities Fund

Financial Services
11.8K
New
$4.12 - $4.64 $48.6K - $54.8K
11.8K $50K
CPRI
Capri Holdings LTD

Consumer Cyclical
3.18K
+ 28.56%
$19.02 - $25.84 $60.5K - $82.2K
14.3K $282K
ABT
Abbott Laboratories

Healthcare
6
+ 0.26%
$111.1 - $140.22 $667 - $841
2.29K $303K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.24K
+ 3.05%
$28.92 - $29.24 $35.9K - $36.3K
41.9K $1.22M
TDG
Trans Digm Group Inc

Industrials
10
+ 4.17%
$1251.32 - $1394.11 $12.5K - $13.9K
250 $345K
CHWY
Chewy, Inc.

Consumer Cyclical
1.54K
+ 17.35%
$31.83 - $39.8 $49.1K - $61.5K
10.4K $339K
CAH
Cardinal Health Inc

Healthcare
5
+ 0.26%
$118.02 - $137.77 $590 - $689
1.96K $270K
BMY
Bristol Myers Squibb CO

Healthcare
10
+ 0.14%
$53.9 - $63.11 $539 - $631
7.37K $449K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
397
+ 4.85%
$78.12 - $83.7 $31K - $33.2K
8.59K $692K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
459
+ 2.01%
$59.78 - $60.03 $27.4K - $27.6K
23.3K $1.39M
CIF
Mfs Intermediate High Income Fund

Financial Services
16K
New
$1.68 - $1.75 $26.9K - $28K
16K $27K
MPLX
Mplx LP

Energy
33
+ 0.78%
$47.88 - $54.65 $1.58K - $1.8K
4.27K $228K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
2.3K
+ 23.82%
$27.98 - $33.9 $64.2K - $77.8K
11.9K $333K
IVV
Ishares Core S&P 500 ETF

ETFs
113
+ 7.75%
$554.06 - $615.85 $62.6K - $69.6K
1.57K $883K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.31K
+ 15.61%
$32.49 - $37.99 $42.7K - $49.9K
9.72K $325K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
1.1K
+ 6.23%
$5.37 - $6.09 $5.89K - $6.68K
18.7K $113K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
559
+ 6.94%
$64.6 - $69.89 $36.1K - $39.1K
8.62K $565K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
99
+ 0.58%
$42.4 - $44.11 $4.2K - $4.37K
17.2K $755K
AFL
Aflac Inc

Financial Services
1
+ 0.04%
$100.99 - $111.19 $101 - $111
2.23K $247K
KMI
Kinder Morgan, Inc.

Energy
53
+ 0.5%
$26.1 - $31.22 $1.38K - $1.65K
10.6K $302K
VUG
Vanguard Growth ETF

ETFs
177
+ 13.79%
$369.1 - $427.61 $65.3K - $75.7K
1.46K $541K
IHDG
Wisdomtree Tr

ETFs
284
+ 4.17%
$43.4 - $47.51 $12.3K - $13.5K
7.1K $308K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
66
+ 0.51%
$27.64 - $28.58 $1.82K - $1.89K
13K $370K
BME
Black Rock Health Sciences Trust

Financial Services
2
+ 0.03%
$37.49 - $41.0 $75 - $82
6.65K $257K
FIW
First Trust Water ETF

ETFs
73
+ 3.32%
$99.48 - $106.74 $7.26K - $7.79K
2.27K $228K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
728
+ 10.68%
$102.49 - $119.96 $74.6K - $87.3K
7.55K $789K
XLP
Consumer Staples Sector Spdr

ETFs
51
+ 0.46%
N/A
11K $838K
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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