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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1
+ 0.02%
$51.52 - $52.37 $51.5 - $52.4
6.02K $315K
JEPI
J P Morgan Exchange Traded Fd

ETFs
104
+ 2.19%
$56.17 - $59.71 $5.84K - $6.21K
4.85K $277K
VB
Vanguard Small Cap ETF

ETFs
119
+ 9.72%
$217.89 - $252.64 $25.9K - $30.1K
1.34K $297K
SYY
Sysco Corp

Consumer Defensive
188
+ 2.43%
$70.0 - $77.13 $13.2K - $14.5K
7.93K $594K
MIN
Mfs Intermediate Income Trust

Financial Services
488
+ 1.94%
$2.64 - $2.72 $1.29K - $1.33K
25.6K $68K
Vanguard Malvern Fds Core Plus Bd ETF
11.8K
New
N/A
11.8K $0
Blackrock Inc Com Added
5
+ 0.53%
N/A
945 $0
Wisdomtree Tr Us Quality Grow
9.88K
+ 34.85%
N/A
38.2K $0
Series Portfolios Tr Eldridge Aaa Clo
46.9K
New
N/A
46.9K $0
RBLD
First Tr Exchange Traded Fd Ii
1.3K
+ 30.66%
N/A
5.54K $0
Fidelity Wise Origin Bitcoin Shs
5.11K
+ 163.0%
N/A
8.25K $0
First Tr Exch Traded Fd Iii Ft Vest Smid
11.1K
New
N/A
11.1K $0
Linde PLC Shs
8
+ 0.54%
N/A
1.49K $0
Ge Vernova Inc Com
1.39K
New
N/A
1.39K $0
BTO
John Hancock Financial Opportunities Fund

Financial Services
550
+ 4.47%
$32.12 - $38.37 $17.7K - $21.1K
12.9K $438K
XLI
Industrial Sector Spdr

ETFs
2
+ 0.13%
$128.78 - $141.67 $258 - $283
1.6K $209K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
513
+ 1.77%
$24.66 - $26.1 $12.7K - $13.4K
29.5K $736K
MCR
Mfs Charter Income Trust

Financial Services
102
+ 0.3%
$6.24 - $6.47 $636 - $660
34.6K $217K
SRLN
Ssga Active Trust

ETFs
8
+ 0.1%
$41.02 - $41.99 $328 - $336
8.25K $339K
CHW
Calamos Global Dynamic Income Fund

Financial Services
545
+ 2.38%
$6.39 - $7.05 $3.48K - $3.84K
23.4K $149K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
7
+ 0.04%
$25.93 - $29.28 $182 - $205
15.9K $430K
BA
Boeing CO

Industrials
21
+ 0.8%
$148.15 - $186.25 $3.11K - $3.91K
2.64K $449K
ET
Energy Transfer LP

Energy
136
+ 0.86%
$17.26 - $21.08 $2.35K - $2.87K
15.9K $296K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
100
+ 3.89%
$81.1 - $94.7 $8.11K - $9.47K
2.67K $216K
SKYY
First Trust Cloud Computing Et

ETFs
233
+ 9.82%
$102.23 - $131.18 $23.8K - $30.6K
2.61K $266K
CHY
Calamos Convertible & High Income Fund

Financial Services
1.1K
+ 5.12%
$10.1 - $12.0 $11.1K - $13.2K
22.6K $227K
META
Meta Platforms, Inc.

Communication Services
26
+ 0.7%
$576.36 - $736.67 $15K - $19.2K
3.73K $2.15M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
601
+ 7.62%
$47.25 - $67.02 $28.4K - $40.3K
8.49K $403K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
8
+ 0.59%
$522.96 - $601.18 $4.18K - $4.81K
1.35K $721K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.02%
$222.66 - $268.42 $223 - $268
4.42K $1.03M
EMR
Emerson Electric CO

Industrials
44
+ 0.95%
$108.64 - $131.17 $4.78K - $5.77K
4.66K $511K
SPYG
Spdr Portfolio

ETFs
864
+ 4.74%
$80.05 - $92.39 $69.2K - $79.8K
19.1K $1.53M
AMD
Advanced Micro Devices Inc

Technology
539
+ 7.73%
$96.63 - $129.55 $52.1K - $69.8K
7.51K $771K
VTI
Vanguard Total Stock Market Et

ETFs
782
+ 4.04%
$271.18 - $303.12 $212K - $237K
20.1K $5.54M
CSX
Csx Corp

Industrials
69
+ 0.25%
$29.11 - $33.67 $2.01K - $2.32K
28K $824K
QLC
Flexshares Tr Us Quality Large

ETFs
212
+ 0.59%
$62.78 - $69.86 $13.3K - $14.8K
36.1K $2.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
33
+ 0.66%
$168.84 - $202.89 $5.57K - $6.7K
5.04K $886K
KKR
Kkr & Co. Inc.

Financial Services
28
+ 0.75%
$108.17 - $167.07 $3.03K - $4.68K
3.76K $435K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
304
+ 2.3%
$47.79 - $59.89 $14.5K - $18.2K
13.5K $680K
AVGO
Broadcom Inc.

Technology
449
+ 7.01%
$167.43 - $244.7 $75.2K - $110K
6.86K $1.15M
CRM
Salesforce, Inc.

Technology
626
+ 7.49%
$268.36 - $359.95 $168K - $225K
8.99K $2.41M
NOW
Service Now, Inc.

Technology
21
+ 1.09%
$783.83 - $1170.39 $16.5K - $24.6K
1.94K $1.55M
TSLA
Tesla, Inc.

Consumer Cyclical
338
+ 6.54%
$222.15 - $428.22 $75.1K - $145K
5.51K $1.43M
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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