L.M. Kohn & Company Incresed Positions in Q3 2024

L.M. Kohn & Company

  • $390 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
29K
+ 147.86%
$44.07 - $50.57 $1.28M - $1.47M
48.6K $2.46M
XLK
Technology Sector Spdr

ETFs
5.98K
+ 95.85%
$197.34 - $237.68 $1.18M - $1.42M
12.2K $2.76M
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.6K
+ 257.69%
$89.91 - $101.33 $953K - $1.07M
14.7K $1.44M
HD
Home Depot, Inc.

Consumer Cyclical
388
+ 3.2%
$333.64 - $405.2 $129K - $157K
12.5K $5.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 0.13%
$405.19 - $478.57 $8.91K - $10.5K
16.3K $7.52M
USFR
Wisdomtree Floating Rate Treas

ETFs
16.8K
+ 15.38%
$50.2 - $50.48 $841K - $846K
126K $6.32M
MA
Mastercard Inc

Financial Services
647
+ 6.83%
$429.6 - $500.99 $278K - $324K
10.1K $5M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
25.4K
+ 84.47%
$27.8 - $29.26 $707K - $744K
55.5K $1.61M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
17.1K
+ 12.83%
$28.1 - $29.89 $480K - $510K
150K $4.49M
ORCL
Oracle Corp

Technology
532
+ 3.03%
$125.9 - $170.35 $67K - $90.6K
18.1K $3.08M
WMT
Walmart Inc.

Consumer Defensive
1.97K
+ 6.74%
$66.91 - $81.4 $132K - $160K
31.2K $2.52M
PM
Philip Morris International Inc.

Consumer Defensive
2.7K
+ 37.86%
$101.25 - $127.45 $273K - $344K
9.83K $1.19M
XLP
Consumer Staples Sector Spdr

ETFs
6.27K
+ 58.62%
$76.04 - $76.04 $477K - $477K
17K $1.29M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.22K
+ 52.26%
$162.64 - $179.3 $361K - $398K
6.46K $1.16M
VIG
Vanguard Dividend Appreciation

ETFs
2.36K
+ 30.12%
$182.15 - $182.15 $429K - $429K
10.2K $1.85M
TSLA
Tesla, Inc.

Consumer Cyclical
427
+ 8.77%
$191.76 - $263.26 $81.9K - $112K
5.3K $1.39M
UNH
Unitedhealth Group Inc

Healthcare
81
+ 1.63%
$488.01 - $604.18 $39.5K - $48.9K
5.04K $2.95M
VTI
Vanguard Total Stock Market Et

ETFs
385
+ 1.93%
$255.18 - $283.2 $98.2K - $109K
20.3K $5.75M
BX
Blackstone Inc.

Financial Services
151
+ 1.15%
$120.77 - $159.66 $18.2K - $24.1K
13.3K $2.03M
META
Meta Platforms, Inc.

Communication Services
343
+ 11.68%
$453.41 - $572.44 $156K - $196K
3.28K $1.88M
V
Visa Inc.

Financial Services
477
+ 2.54%
$253.74 - $291.56 $121K - $139K
19.3K $5.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.57K
+ 63.01%
$105.53 - $118.34 $272K - $305K
6.66K $778K
SO
Southern CO

Utilities
1.48K
+ 9.13%
$77.0 - $90.52 $114K - $134K
17.7K $1.59M
MCD
Mcdonalds Corp

Consumer Cyclical
196
+ 3.85%
$245.82 - $304.51 $48.2K - $59.7K
5.28K $1.61M
SHW
Sherwin Williams CO

Basic Materials
386
+ 19.95%
$294.65 - $384.0 $114K - $148K
2.32K $885K
QLC
Flexshares Tr Us Quality Large

ETFs
2.67K
+ 7.26%
$58.69 - $65.04 $157K - $174K
39.5K $2.57M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.37K
+ 64.26%
$106.11 - $113.72 $251K - $269K
6.05K $683K
NEE
Nextera Energy Inc

Utilities
899
+ 6.28%
$69.9 - $84.97 $62.8K - $76.4K
15.2K $1.29M
KO
Coca Cola CO

Consumer Defensive
2.09K
+ 15.31%
$62.69 - $73.01 $131K - $152K
15.7K $1.13M
T
At&T Inc.

Communication Services
9.28K
+ 47.79%
$18.21 - $22.28 $169K - $207K
28.7K $631K
IVV
Ishares Core S&P 500 ETF

ETFs
391
+ 34.15%
$520.18 - $576.82 $203K - $226K
1.54K $885K
NOW
Service Now, Inc.

Technology
60
+ 3.25%
$730.87 - $937.36 $43.9K - $56.2K
1.91K $1.71M
LLY
Eli Lilly & CO

Healthcare
323
+ 13.45%
$772.14 - $960.02 $249K - $310K
2.73K $2.41M
IEF
Ishares Barclays

ETFs
2.07K
+ 34.31%
$92.67 - $99.14 $192K - $205K
8.1K $794K
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
VO
Vanguard Mid Cap ETF

ETFs
734
+ 55.02%
$237.84 - $263.83 $175K - $194K
2.07K $545K
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
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
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
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