L.M. Kohn & Company Incresed Positions in Q4 2024

L.M. Kohn & Company

  • $378 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
656
+ 0.74%
$180.88 - $232.93 $119K - $153K
89K $19.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.46K
+ 94.67%
$481.22 - $538.17 $2.63M - $2.94M
11.2K $5.74M
GOOGL
Alphabet Inc.

Communication Services
737
+ 1.64%
$161.86 - $196.66 $119K - $145K
45.5K $8.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.57K
+ 16.2%
$521.84 - $558.82 $821K - $880K
11.3K $6.08M
CRM
Salesforce, Inc.

Technology
15
+ 0.18%
$270.87 - $367.87 $4.06K - $5.52K
8.36K $2.8M
XLF
Financial Sector Spdr

ETFs
9.66K
+ 66.79%
$44.89 - $51.34 $434K - $496K
24.1K $1.17M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.75K
+ 42.56%
$176.42 - $186.91 $485K - $514K
9.21K $1.64M
CRWD
Crowd Strike Holdings, Inc.

Technology
689
+ 38.09%
$275.15 - $388.2 $190K - $267K
2.5K $854K
NOW
Service Now, Inc.

Technology
13
+ 0.68%
$867.18 - $1148.42 $11.3K - $14.9K
1.92K $2.04M
META
Meta Platforms, Inc.

Communication Services
424
+ 12.93%
$554.08 - $632.68 $235K - $268K
3.7K $2.18M
SPYG
Spdr Portfolio

ETFs
1.56K
+ 9.36%
$81.74 - $91.38 $128K - $143K
18.2K $1.6M
VIG
Vanguard Dividend Appreciation

ETFs
1.12K
+ 11.0%
N/A
11.3K $2.06M
XLK
Technology Sector Spdr

ETFs
372
+ 3.04%
$220.26 - $241.44 $81.9K - $89.8K
12.6K $2.93M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.52K
+ 14.85%
$66.77 - $71.52 $101K - $108K
11.7K $807K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.39K
+ 62.26%
$50.06 - $55.0 $120K - $131K
6.23K $312K
AZO
Autozone Inc

Consumer Cyclical
30
+ 29.13%
$2981.19 - $3370.27 $89.4K - $101K
133 $425K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.53K
+ 12.79%
$51.09 - $55.27 $129K - $140K
22.3K $1.14M
MS
Morgan Stanley

Financial Services
180
+ 5.96%
$104.42 - $134.99 $18.8K - $24.3K
3.2K $402K
ORCL
Oracle Corp

Technology
875
+ 4.84%
$165.41 - $192.43 $145K - $168K
19K $3.16M
PANW
Palo Alto Networks Inc

Technology
1.99K
+ 110.83%
$181.96 - $405.9 $361K - $806K
3.78K $687K
PNC
Pnc Financial Services Group, Inc.

Financial Services
181
+ 3.75%
$178.39 - $215.0 $32.3K - $38.9K
5.01K $965K
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.4K
+ 25.78%
$30.67 - $30.84 $73.5K - $73.9K
11.7K $359K
RSP
Invesco S&P 500 Equal Weight E

ETFs
583
+ 7.97%
$174.22 - $187.62 $102K - $109K
7.9K $1.38M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.1K
+ 33.22%
$35.45 - $40.33 $74.3K - $84.6K
8.41K $301K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
536
+ 4.22%
$55.73 - $66.16 $29.9K - $35.5K
13.2K $798K
HON
Honeywell International Inc

Industrials
18
+ 0.6%
$202.84 - $236.0 $3.65K - $4.25K
3.01K $679K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.46K
+ 33.8%
$57.29 - $63.1 $83.5K - $92K
5.77K $331K
VO
Vanguard Mid Cap ETF

ETFs
223
+ 10.78%
$261.5 - $284.63 $58.3K - $63.5K
2.29K $605K
MO
Altria Group, Inc.

Consumer Defensive
846
+ 7.88%
$49.06 - $57.74 $41.5K - $48.8K
11.6K $605K
ET
Energy Transfer LP

Energy
36
+ 0.23%
$16.05 - $19.86 $578 - $715
15.8K $309K
KMI
Kinder Morgan, Inc.

Energy
19
+ 0.18%
$22.59 - $28.54 $429 - $542
10.5K $288K
FV
First Trust Dorsey Wright Focu

ETFs
773
+ 5.5%
$57.47 - $62.82 $44.4K - $48.6K
14.8K $875K
VUG
Vanguard Growth ETF

ETFs
53
+ 4.31%
$378.79 - $428.11 $20.1K - $22.7K
1.28K $527K
SKYY
First Trust Cloud Computing Et

ETFs
25
+ 1.07%
$99.98 - $130.46 $2.5K - $3.26K
2.37K $282K
GLD
Spdr Gold Trust

ETFs
161
+ 14.44%
$236.59 - $257.5 $38.1K - $41.5K
1.28K $308K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11
+ 1.68%
$1146.59 - $1270.6 $12.6K - $14K
665 $788K
PH
Parker Hannifin Corp

Industrials
40
+ 1.94%
$621.74 - $709.46 $24.9K - $28.4K
2.1K $1.34M
OKE
Oneok Inc

Energy
105
+ 4.46%
$92.28 - $117.05 $9.69K - $12.3K
2.46K $246K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
2.02K
+ 9.63%
$23.17 - $24.12 $46.8K - $48.7K
23K $535K
T
At&T Inc.

Communication Services
240
+ 0.84%
$21.22 - $23.88 $5.09K - $5.73K
28.9K $658K
CMI
Cummins Inc

Industrials
13
+ 1.49%
$324.93 - $383.42 $4.22K - $4.98K
886 $308K
AIQ
Global X Funds Global X Artifi

ETFs
283
+ 3.8%
$36.57 - $40.57 $10.3K - $11.5K
7.73K $298K
MLPA
Global X Mlp ETF

ETFs
300
+ 6.6%
$47.44 - $52.61 $14.2K - $15.8K
4.85K $239K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
475
+ 6.51%
$48.96 - $52.85 $23.3K - $25.1K
7.78K $382K
IWM
Ishares Russell 2000 ETF

ETFs
85
+ 1.29%
$216.13 - $242.4 $18.4K - $20.6K
6.67K $1.47M
CAH
Cardinal Health Inc

Healthcare
5
+ 0.26%
$107.89 - $125.33 $539 - $627
1.96K $231K
TXN
Texas Instruments Inc

Technology
64
+ 4.16%
N/A
1.6K $311K
JEPI
J P Morgan Exchange Traded Fd

ETFs
345
+ 7.83%
$57.53 - $60.83 $19.8K - $21K
4.75K $273K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
862
+ 11.19%
$44.04 - $49.49 $38K - $42.7K
8.57K $377K
Activity Summary
Buys All Purchases 110 New Holdings 18 Increased Positions 92 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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