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
INDA
Ishares Msci India Index Fund

ETFs
1.54K
+ 6.02%
$54.86 - $59.22 $84.6K - $91.4K
27.2K $1.59M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.95K
+ 62.05%
$41.9 - $48.26 $124K - $142K
7.7K $368K
PNC
Pnc Financial Services Group, Inc.

Financial Services
103
+ 2.18%
$156.14 - $187.2 $16.1K - $19.3K
4.83K $892K
IBM
International Business Machines Corp

Technology
255
+ 12.86%
$175.1 - $223.38 $44.7K - $57K
2.24K $494K
KKR
Kkr & Co. Inc.

Financial Services
420
+ 11.76%
$104.51 - $133.23 $43.9K - $56K
3.99K $521K
UNP
Union Pacific Corp

Industrials
202
+ 4.29%
$221.78 - $256.09 $44.8K - $51.7K
4.92K $1.21M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 0.37%
$3305.62 - $4268.05 $6.61K - $8.54K
539 $2.27M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.28K
+ 9.93%
$59.61 - $60.15 $136K - $137K
25.3K $1.51M
AMD
Advanced Micro Devices Inc

Technology
763
+ 12.48%
$128.67 - $183.96 $98.2K - $140K
6.88K $1.13M
EPI
Wisdomtree Tr India Earnings F

ETFs
2K
+ 12.24%
$47.41 - $50.82 $94.8K - $102K
18.3K $925K
NKE
Nike, Inc.

Consumer Cyclical
223
+ 2.53%
$71.09 - $89.44 $15.9K - $19.9K
9.03K $797K
VXF
Vanguard Extended Market ETF

ETFs
423
+ 10.08%
$163.98 - $182.92 $69.4K - $77.4K
4.62K $840K
VUG
Vanguard Growth ETF

ETFs
316
+ 34.54%
$341.08 - $391.94 $108K - $124K
1.23K $472K
MUSA
Murphy Usa Inc.

Consumer Cyclical
230
+ 36.92%
$452.85 - $536.35 $104K - $123K
853 $419K
GIS
General Mills Inc

Consumer Defensive
764
+ 13.35%
$62.5 - $75.15 $47.8K - $57.4K
6.49K $478K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
781
+ 1.83%
$22.11 - $24.64 $17.3K - $19.2K
43.5K $1.06M
NVDA
Nvidia Corp

Technology
3.95K
+ 2.17%
$98.91 - $134.91 $391K - $533K
186K $22.6M
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.07%
$99.55 - $123.34 $299 - $370
4.34K $525K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
249
+ 2.94%
$72.52 - $82.35 $18.1K - $20.5K
8.71K $712K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
466
+ 5.78%
$61.04 - $71.27 $28.4K - $33.2K
8.53K $590K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
160
+ 1.08%
$39.95 - $45.86 $6.39K - $7.34K
15K $685K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
331
+ 7.43%
$95.1 - $106.76 $31.5K - $35.3K
4.79K $510K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
723
+ 7.63%
$60.84 - $67.51 $44K - $48.8K
10.2K $688K
AZO
Autozone Inc

Consumer Cyclical
20
+ 24.1%
$2815.0 - $3212.87 $56.3K - $64.3K
103 $324K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
3.05K
+ 30.2%
$25.04 - $25.21 $76.3K - $76.8K
13.1K $331K
XLV
Select Sector Spdr Fund Health

ETFs
149
+ 2.29%
$143.3 - $157.24 $21.4K - $23.4K
6.67K $1.03M
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.76K
+ 12.35%
$26.69 - $29.87 $46.8K - $52.4K
16K $463K
BTO
John Hancock Financial Opportunities Fund

Financial Services
425
+ 3.46%
$27.89 - $33.45 $11.9K - $14.2K
12.7K $420K
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.04K
+ 598.82%
$150.73 - $974.56 $459K - $2.96M
3.55K $565K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9
+ 1.4%
$1015.62 - $1159.62 $9.14K - $10.4K
654 $753K
MDLZ
Mondelez International, Inc.

Consumer Defensive
415
+ 9.28%
$64.35 - $75.71 $26.7K - $31.4K
4.89K $360K
SYY
Sysco Corp

Consumer Defensive
179
+ 2.37%
$69.16 - $78.98 $12.4K - $14.1K
7.74K $604K
VB
Vanguard Small Cap ETF

ETFs
191
+ 18.49%
$214.77 - $237.72 $41K - $45.4K
1.22K $290K
MCR
Mfs Charter Income Trust

Financial Services
8.26K
+ 27.58%
$6.28 - $6.57 $51.9K - $54.3K
38.2K $251K
IVW
Ishares S&P 500 Growth ETF

ETFs
548
+ 22.8%
$84.77 - $97.13 $46.5K - $53.2K
2.95K $282K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
1.1K
+ 17.74%
$45.75 - $50.32 $50.3K - $55.4K
7.3K $361K
SYK
Stryker Corp

Healthcare
3
+ 0.11%
$315.94 - $371.96 $948 - $1.12K
2.77K $1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
+ 1.27%
$531.86 - $624.21 $5.32K - $6.24K
798 $493K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
279
+ 1.98%
$52.1 - $59.66 $14.5K - $16.6K
14.3K $849K
MS
Morgan Stanley

Financial Services
344
+ 12.85%
$92.07 - $106.96 $31.7K - $36.8K
3.02K $315K
VTV
Vanguard Value ETF

ETFs
123
+ 5.18%
$159.75 - $174.57 $19.6K - $21.5K
2.5K $435K
LVHI
Franklin International Low Vol

ETFs
204
+ 0.62%
$28.72 - $31.28 $5.86K - $6.38K
33K $1.02M
GUNR
Flexshares Tr Morningstar Glob

ETFs
675
+ 2.97%
$38.51 - $41.48 $26K - $28K
23.4K $965K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
3.14K
+ 28.28%
$13.24 - $14.64 $41.6K - $46K
14.2K $208K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
451
+ 7.33%
$57.32 - $62.65 $25.9K - $28.3K
6.6K $411K
BOTZ
Global X Fds

ETFs
1.12K
+ 9.97%
$27.68 - $32.27 $31K - $36.2K
12.4K $397K
ABT
Abbott Laboratories

Healthcare
250
+ 12.18%
$100.07 - $118.13 $25K - $29.5K
2.3K $262K
CMI
Cummins Inc

Industrials
3
+ 0.34%
$266.63 - $326.4 $800 - $979
873 $282K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
694
+ 2.1%
$23.78 - $25.04 $16.5K - $17.4K
33.7K $843K
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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