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
NOW
Service Now, Inc.

Technology
60
+ 3.25%
$730.87 - $937.36 $43.9K - $56.2K
1.91K $1.71M
IAK
Ishares Tr

ETFs
1.93K
New
$112.0 - $130.47 $217K - $252K
1.93K $249K
AFL
Aflac Inc

Financial Services
2.22K
New
$88.52 - $111.8 $197K - $249K
2.22K $248K
LLY
Eli Lilly & CO

Healthcare
323
+ 13.45%
$772.14 - $960.02 $249K - $310K
2.73K $2.41M
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.86K
New
$47.28 - $62.24 $183K - $240K
3.86K $236K
FCX
Freeport Mcmoran Inc

Basic Materials
4.72K
New
$39.52 - $51.92 $187K - $245K
4.72K $235K
PSA
Public Storage

Real Estate
645
New
$283.13 - $365.01 $183K - $235K
645 $234K
IEF
Ishares Barclays

ETFs
2.07K
+ 34.31%
$92.67 - $99.14 $192K - $205K
8.1K $794K
KMB
Kimberly Clark Corp

Consumer Defensive
1.62K
New
$135.05 - $148.35 $219K - $241K
1.62K $230K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.31K
New
$32.65 - $36.69 $206K - $232K
6.31K $229K
CAT
Caterpillar Inc

Industrials
215
+ 8.81%
$316.8 - $391.12 $68.1K - $84.1K
2.66K $1.04M
VNQ
Vanguard Specialized Funds Van

ETFs
863
+ 8.41%
$82.97 - $98.97 $71.6K - $85.4K
11.1K $1.08M
MDIV
First Trust Multi Asset Divers

ETFs
13.4K
New
$15.69 - $16.76 $211K - $225K
13.4K $223K
VO
Vanguard Mid Cap ETF

ETFs
734
+ 55.02%
$237.84 - $263.83 $175K - $194K
2.07K $545K
HEES
H&E Equipment Services, Inc.

Industrials
4.45K
New
$42.22 - $54.23 $188K - $241K
4.45K $216K
CAH
Cardinal Health Inc

Healthcare
1.95K
New
$93.74 - $114.66 $183K - $224K
1.95K $215K
OKE
Oneok Inc

Energy
2.36K
New
$78.62 - $95.27 $185K - $224K
2.36K $214K
MMM
3 M CO

Industrials
1.53K
New
$99.69 - $139.42 $153K - $213K
1.53K $209K
RSG
Republic Services, Inc.

Industrials
1.04K
New
$189.34 - $208.21 $197K - $217K
1.04K $209K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
10K
New
$19.48 - $20.97 $196K - $211K
10K $208K
XLI
Industrial Sector Spdr

ETFs
1.53K
New
$120.56 - $135.44 $185K - $208K
1.53K $207K
NEM
Newmont Corp

Basic Materials
3.83K
New
$41.65 - $55.85 $159K - $214K
3.83K $204K
AOR
Ishares Tr Core Growth Allocat

ETFs
3.45K
New
$55.15 - $59.31 $190K - $204K
3.45K $204K
LHX
L3 Harris Technologies, Inc.

Industrials
850
New
$221.96 - $243.27 $189K - $207K
850 $202K
GD
General Dynamics Corp

Industrials
665
New
$279.51 - $308.09 $186K - $205K
665 $200K
MUB
Ishares National Muni Bond ETF

ETFs
1.85K
New
$106.13 - $108.7 $196K - $201K
1.85K $200K
CRWD
Crowd Strike Holdings, Inc.

Technology
993
+ 121.69%
$217.89 - $392.15 $216K - $389K
1.81K $507K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.08K
+ 16.29%
$63.28 - $70.06 $131K - $145K
14.8K $1.04M
UBER
Uber Technologies, Inc

Technology
2.07K
+ 18.21%
$58.48 - $77.47 $121K - $160K
13.4K $1.01M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
3.17K
+ 20.8%
$42.87 - $45.76 $136K - $145K
18.4K $834K
OXLC
Oxford Lane Capital Corp.

Financial Services
33.4K
New
$5.15 - $5.67 $172K - $190K
33.4K $174K
DUK
Duke Energy Corp

Utilities
678
+ 10.95%
$99.35 - $117.71 $67.4K - $79.8K
6.87K $791K
TTD
Trade Desk, Inc.

Technology
1.23K
+ 41.59%
$83.08 - $110.79 $102K - $136K
4.19K $459K
JPM
Jpmorgan Chase & CO

Financial Services
72
+ 0.4%
$194.9 - $224.8 $14K - $16.2K
18K $3.8M
FXU
First Tr Exchange Traded Fd Ut

ETFs
2.95K
+ 30.14%
$32.72 - $38.48 $96.7K - $114K
12.8K $490K
AVGO
Broadcom Inc.

Technology
5.86K
+ 991.88%
$136.27 - $1745.86 $799K - $10.2M
6.45K $1.11M
PAYX
Paychex Inc

Industrials
269
+ 3.32%
$116.17 - $135.19 $31.2K - $36.4K
8.36K $1.12M
PFE
Pfizer Inc

Healthcare
4.57K
+ 14.41%
$27.7 - $31.39 $127K - $144K
36.3K $1.05M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
6.31K
+ 41.15%
$24.78 - $25.11 $156K - $158K
21.6K $543K
INDA
Ishares Msci India Index Fund

ETFs
1.54K
+ 6.02%
$54.86 - $59.22 $84.6K - $91.4K
27.2K $1.59M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.95K
+ 62.05%
$41.9 - $48.26 $124K - $142K
7.7K $368K
PNC
Pnc Financial Services Group, Inc.

Financial Services
103
+ 2.18%
$156.14 - $187.2 $16.1K - $19.3K
4.83K $892K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
13.2K
New
$11.31 - $11.96 $149K - $158K
13.2K $157K
IBM
International Business Machines Corp

Technology
255
+ 12.86%
$175.1 - $223.38 $44.7K - $57K
2.24K $494K
KKR
Kkr & Co. Inc.

Financial Services
420
+ 11.76%
$104.51 - $133.23 $43.9K - $56K
3.99K $521K
UNP
Union Pacific Corp

Industrials
202
+ 4.29%
$221.78 - $256.09 $44.8K - $51.7K
4.92K $1.21M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.28K
+ 9.93%
$59.61 - $60.15 $136K - $137K
25.3K $1.51M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 0.37%
$3305.62 - $4268.05 $6.61K - $8.54K
539 $2.27M
AMD
Advanced Micro Devices Inc

Technology
763
+ 12.48%
$128.67 - $183.96 $98.2K - $140K
6.88K $1.13M
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
Track This Portfolio

Track L.M. Kohn & Company Portfolio

Follow L.M. Kohn & Company and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of L.M. Kohn & Company, based on Form 13F filings with the SEC.

News

Stay updated on L.M. Kohn & Company with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email