L.M. Kohn & Company Incresed Positions in Q2 2025

L.M. Kohn & Company

  • $359 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
3.46K
+ 17.16%
$243.75 - $303.93 $842K - $1.05M
23.6K $7.17M
VEU
Vanguard Ftse All World Ex Us

ETFs
19.1K
+ 215.25%
$54.19 - $67.22 $1.04M - $1.29M
28K $1.88M
IAU
Ishares Gold Trust

ETFs
9.36K
+ 49.98%
$56.1 - $64.74 $525K - $606K
28.1K $1.75M
NOW
Service Now, Inc.

Technology
67
+ 3.45%
$721.65 - $1040.18 $48.4K - $69.7K
2.01K $2.07M
PLTR
Palantir Technologies Inc.

Technology
260
+ 3.67%
$74.01 - $144.25 $19.2K - $37.5K
7.34K $1M
FTGC
First Trust Global Tactical CO

ETFs
15.2K
+ 85.07%
$23.09 - $25.91 $350K - $393K
33K $814K
CASY
Caseys General Stores Inc

Consumer Cyclical
577
+ 110.54%
$415.82 - $510.91 $240K - $295K
1.1K $560K
GLD
Spdr Gold Trust

ETFs
866
+ 22.81%
$273.71 - $316.29 $237K - $274K
4.66K $1.42M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.19K
+ 19.61%
$17.76 - $22.1 $145K - $181K
50K $1.1M
QLC
Flexshares Tr Us Quality Large

ETFs
33
+ 0.09%
$56.84 - $71.22 $1.88K - $2.35K
36.1K $2.57M
BX
Blackstone Inc.

Financial Services
9
+ 0.07%
$120.07 - $151.11 $1.08K - $1.36K
12.9K $1.93M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
657
+ 5.77%
$58.41 - $72.69 $38.4K - $47.8K
12K $874K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
258
+ 20.91%
$180.84 - $240.32 $46.7K - $62K
1.49K $358K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.38K
+ 25.11%
$41.45 - $54.46 $57.1K - $75K
6.87K $357K
VNQ
Vanguard Specialized Funds Van

ETFs
1.29K
+ 10.53%
$79.79 - $91.42 $103K - $118K
13.5K $1.21M
AIQ
Global X Funds Global X Artifi

ETFs
425
+ 4.34%
$31.5 - $43.69 $13.4K - $18.6K
10.2K $446K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
4.72K
+ 33.14%
$12.25 - $15.47 $57.8K - $73K
19K $293K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
76
+ 0.56%
$45.98 - $56.15 $3.49K - $4.27K
13.6K $765K
CM
Canadian Imperial Bank Of Commerce

Financial Services
230
+ 5.96%
$54.6 - $70.83 $12.6K - $16.3K
4.09K $289K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
1.17K
+ 13.63%
$58.95 - $66.19 $69.2K - $77.7K
9.79K $636K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
1.32K
+ 11.08%
$24.54 - $30.41 $32.4K - $40.2K
13.3K $403K
SRLN
Ssga Active Trust

ETFs
1.52K
+ 18.38%
$39.47 - $41.59 $59.8K - $63.1K
9.77K $406K
BOTZ
Global X Fds

ETFs
589
+ 5.4%
$24.51 - $32.65 $14.4K - $19.2K
11.5K $375K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
100
+ 0.19%
$8.65 - $10.52 $865 - $1.05K
51.6K $543K
CTAS
Cintas Corp

Industrials
29
+ 1.29%
$190.11 - $227.66 $5.51K - $6.6K
2.27K $506K
T
At&T Inc.

Communication Services
1.01K
+ 5.1%
$26.33 - $28.94 $26.7K - $29.3K
20.9K $604K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.67K
+ 14.18%
$22.68 - $23.28 $37.9K - $38.9K
13.4K $312K
AOA
Ishares Tr Core Aggressive All

ETFs
221
+ 7.28%
$69.46 - $83.4 $15.4K - $18.4K
3.26K $271K
JEPI
J P Morgan Exchange Traded Fd

ETFs
632
+ 13.02%
$51.14 - $57.0 $32.3K - $36K
5.49K $311K
XLU
Utilities Sector Spdr

ETFs
2
+ 0.02%
$73.09 - $82.77 $146 - $166
12.2K $995K
CVS
Cvs Health Corp

Healthcare
381
+ 9.9%
$60.04 - $70.18 $22.9K - $26.7K
4.23K $291K
CHW
Calamos Global Dynamic Income Fund

Financial Services
947
+ 4.05%
$5.59 - $7.13 $5.29K - $6.75K
24.3K $173K
KMI
Kinder Morgan, Inc.

Energy
360
+ 3.4%
$25.21 - $29.4 $9.08K - $10.6K
10.9K $321K
XLP
Consumer Staples Sector Spdr

ETFs
241
+ 2.18%
N/A
11.3K $857K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.02K
+ 14.66%
$45.92 - $50.78 $47K - $51.9K
8K $373K
KMB
Kimberly Clark Corp

Consumer Defensive
287
+ 18.93%
$126.84 - $145.22 $36.4K - $41.7K
1.8K $232K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
94
+ 3.52%
$69.8 - $85.28 $6.56K - $8.02K
2.77K $229K
LVHI
Franklin International Low Vol

ETFs
152
+ 0.46%
$28.91 - $33.28 $4.39K - $5.06K
33.5K $1.09M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
202
+ 1.17%
$42.72 - $44.24 $8.63K - $8.94K
17.4K $765K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
1.44K
+ 5.0%
$3.25 - $3.85 $4.68K - $5.54K
30.3K $115K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2
+ 0.02%
$72.71 - $82.56 $145 - $165
8.59K $700K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
95
+ 0.51%
$5.32 - $6.56 $505 - $623
18.8K $118K
MCR
Mfs Charter Income Trust

Financial Services
138
+ 0.4%
$5.89 - $6.36 $813 - $878
34.8K $221K
AEE
Ameren Corp

Utilities
176
+ 6.22%
$94.23 - $101.68 $16.6K - $17.9K
3.01K $288K
CL
Colgate Palmolive CO

Consumer Defensive
91
+ 3.94%
$87.57 - $96.0 $7.97K - $8.74K
2.4K $218K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.17K
+ 5.73%
$44.37 - $50.04 $52K - $58.6K
21.6K $1.03M
MIN
Mfs Intermediate Income Trust

Financial Services
113
+ 0.44%
$2.63 - $2.72 $297 - $307
25.7K $69K
Wisdomtree Tr Us Quality Grow
1.38K
+ 3.62%
N/A
39.6K $0
Series Portfolios Tr Eldridge Aaa Clo
22K
+ 46.76%
N/A
68.9K $0
Activity Summary
Buys All Purchases 98 New Holdings 38 Increased Positions 60 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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