L.M. Kohn & Company Incresed Positions in Q1 2025

L.M. Kohn & Company

  • $373 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
22.4K
+ 186.9%
$142.06 - $167.7 $3.19M - $3.76M
34.5K $5.71M
GABC
German American Bancorp, Inc.

Financial Services
126K
+ 34.66%
$37.21 - $41.71 $4.7M - $5.27M
490K $18.4M
PG
Procter & Gamble CO

Consumer Defensive
15.8K
+ 102.05%
$158.56 - $176.26 $2.5M - $2.78M
31.3K $5.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
132
+ 0.83%
$442.66 - $534.52 $58.4K - $70.6K
16.1K $8.58M
USFR
Wisdomtree Floating Rate Treas

ETFs
22.3K
+ 28.73%
$50.29 - $50.5 $1.12M - $1.13M
100K $5.04M
GLD
Spdr Gold Trust

ETFs
2.52K
+ 197.57%
$243.19 - $288.14 $613K - $726K
3.8K $1.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.18K
+ 12.1%
$551.42 - $612.93 $1.2M - $1.34M
20.2K $11.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.6K
+ 14.15%
$507.05 - $563.67 $810K - $901K
12.9K $6.62M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9.59K
+ 71.19%
$50.87 - $51.09 $488K - $490K
23.1K $1.18M
MCD
Mcdonalds Corp

Consumer Cyclical
1.05K
+ 20.43%
$279.74 - $321.29 $295K - $339K
6.21K $1.94M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.76K
+ 22.23%
$169.43 - $182.84 $298K - $321K
9.66K $1.67M
VNQ
Vanguard Specialized Funds Van

ETFs
2.59K
+ 26.8%
$85.55 - $94.34 $222K - $244K
12.3K $1.11M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12.1K
+ 8.09%
$29.34 - $31.31 $356K - $380K
162K $4.82M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.61K
+ 50.57%
$81.83 - $82.73 $213K - $216K
7.77K $642K
GS
Goldman Sachs Group Inc

Financial Services
479
+ 26.28%
$524.81 - $672.19 $251K - $322K
2.3K $1.26M
VIG
Vanguard Dividend Appreciation

ETFs
1.14K
+ 10.09%
N/A
12.4K $2.27M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.96K
+ 21.75%
$67.03 - $74.61 $265K - $295K
22.1K $1.51M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.11K
+ 53.96%
$56.51 - $62.98 $176K - $196K
8.89K $538K
IWM
Ishares Russell 2000 ETF

ETFs
1.74K
+ 26.03%
$198.1 - $229.79 $344K - $399K
8.4K $1.68M
NFLX
Netflix Inc

Communication Services
190
+ 34.86%
$828.4 - $1058.6 $157K - $201K
735 $685K
JPM
Jpmorgan Chase & CO

Financial Services
350
+ 1.94%
$225.19 - $279.95 $78.8K - $98K
18.4K $4.51M
CVX
Chevron Corp

Energy
32
+ 0.43%
$146.71 - $167.97 $4.69K - $5.38K
7.41K $1.24M
LLY
Eli Lilly & CO

Healthcare
41
+ 1.61%
$725.72 - $929.72 $29.8K - $38.1K
2.59K $2.14M
WMT
Walmart Inc.

Consumer Defensive
2.52K
+ 8.98%
$84.5 - $105.05 $213K - $265K
30.6K $2.69M
CRWD
Crowd Strike Holdings, Inc.

Technology
325
+ 13.01%
$308.86 - $455.36 $100K - $148K
2.82K $995K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.41K
+ 15.75%
$42.18 - $45.16 $101K - $109K
17.7K $782K
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
XLV
Select Sector Spdr Fund Health

ETFs
250
+ 3.94%
$137.61 - $149.68 $34.4K - $37.4K
6.59K $962K
AQWA
Global X Fds Clean Water ETF (

ETFs
4.7K
+ 30.13%
$16.27 - $17.51 $76.5K - $82.3K
20.3K $345K
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
CPRI
Capri Holdings LTD

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