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
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.24K
+ 3.05%
$28.92 - $29.24 $35.9K - $36.3K
41.9K $1.22M
ABT
Abbott Laboratories

Healthcare
6
+ 0.26%
$111.1 - $140.22 $667 - $841
2.29K $303K
CHWY
Chewy, Inc.

Consumer Cyclical
1.54K
+ 17.35%
$31.83 - $39.8 $49.1K - $61.5K
10.4K $339K
TDG
Trans Digm Group Inc

Industrials
10
+ 4.17%
$1251.32 - $1394.11 $12.5K - $13.9K
250 $345K
CAH
Cardinal Health Inc

Healthcare
5
+ 0.26%
$118.02 - $137.77 $590 - $689
1.96K $270K
BMY
Bristol Myers Squibb CO

Healthcare
10
+ 0.14%
$53.9 - $63.11 $539 - $631
7.37K $449K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
397
+ 4.85%
$78.12 - $83.7 $31K - $33.2K
8.59K $692K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
459
+ 2.01%
$59.78 - $60.03 $27.4K - $27.6K
23.3K $1.39M
MPLX
Mplx LP

Energy
33
+ 0.78%
$47.88 - $54.65 $1.58K - $1.8K
4.27K $228K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
2.3K
+ 23.82%
$27.98 - $33.9 $64.2K - $77.8K
11.9K $333K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.31K
+ 15.61%
$32.49 - $37.99 $42.7K - $49.9K
9.72K $325K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
1.1K
+ 6.23%
$5.37 - $6.09 $5.89K - $6.68K
18.7K $113K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
559
+ 6.94%
$64.6 - $69.89 $36.1K - $39.1K
8.62K $565K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
99
+ 0.58%
$42.4 - $44.11 $4.2K - $4.37K
17.2K $755K
AFL
Aflac Inc

Financial Services
1
+ 0.04%
$100.99 - $111.19 $101 - $111
2.23K $247K
VUG
Vanguard Growth ETF

ETFs
177
+ 13.79%
$369.1 - $427.61 $65.3K - $75.7K
1.46K $541K
KMI
Kinder Morgan, Inc.

Energy
53
+ 0.5%
$26.1 - $31.22 $1.38K - $1.65K
10.6K $302K
IHDG
Wisdomtree Tr

ETFs
284
+ 4.17%
$43.4 - $47.51 $12.3K - $13.5K
7.1K $308K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
66
+ 0.51%
$27.64 - $28.58 $1.82K - $1.89K
13K $370K
BME
Black Rock Health Sciences Trust

Financial Services
2
+ 0.03%
$37.49 - $41.0 $75 - $82
6.65K $257K
FIW
First Trust Water ETF

ETFs
73
+ 3.32%
$99.48 - $106.74 $7.26K - $7.79K
2.27K $228K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
728
+ 10.68%
$102.49 - $119.96 $74.6K - $87.3K
7.55K $789K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1
+ 0.02%
$51.52 - $52.37 $51.5 - $52.4
6.02K $315K
XLP
Consumer Staples Sector Spdr

ETFs
51
+ 0.46%
N/A
11K $838K
JEPI
J P Morgan Exchange Traded Fd

ETFs
104
+ 2.19%
$56.17 - $59.71 $5.84K - $6.21K
4.85K $277K
SYY
Sysco Corp

Consumer Defensive
188
+ 2.43%
$70.0 - $77.13 $13.2K - $14.5K
7.93K $594K
VB
Vanguard Small Cap ETF

ETFs
119
+ 9.72%
$217.89 - $252.64 $25.9K - $30.1K
1.34K $297K
MIN
Mfs Intermediate Income Trust

Financial Services
488
+ 1.94%
$2.64 - $2.72 $1.29K - $1.33K
25.6K $68K
Wisdomtree Tr Us Quality Grow
9.88K
+ 34.85%
N/A
38.2K $0
Schwab Strategic Tr High Yield Bd Et
23K
+ 193.4%
N/A
34.9K $0
Linde PLC Shs
8
+ 0.54%
N/A
1.49K $0
Blackrock Inc Com Added
5
+ 0.53%
N/A
945 $0
Fidelity Wise Origin Bitcoin Shs
5.11K
+ 163.0%
N/A
8.25K $0
RBLD
First Tr Exchange Traded Fd Ii
1.3K
+ 30.66%
N/A
5.54K $0
XLI
Industrial Sector Spdr

ETFs
2
+ 0.13%
$128.78 - $141.67 $258 - $283
1.6K $209K
BTO
John Hancock Financial Opportunities Fund

Financial Services
550
+ 4.47%
$32.12 - $38.37 $17.7K - $21.1K
12.9K $438K
MCR
Mfs Charter Income Trust

Financial Services
102
+ 0.3%
$6.24 - $6.47 $636 - $660
34.6K $217K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
513
+ 1.77%
$24.66 - $26.1 $12.7K - $13.4K
29.5K $736K
SRLN
Ssga Active Trust

ETFs
8
+ 0.1%
$41.02 - $41.99 $328 - $336
8.25K $339K
CHW
Calamos Global Dynamic Income Fund

Financial Services
545
+ 2.38%
$6.39 - $7.05 $3.48K - $3.84K
23.4K $149K
ET
Energy Transfer LP

Energy
136
+ 0.86%
$17.26 - $21.08 $2.35K - $2.87K
15.9K $296K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
7
+ 0.04%
$25.93 - $29.28 $182 - $205
15.9K $430K
BA
Boeing CO

Industrials
21
+ 0.8%
$148.15 - $186.25 $3.11K - $3.91K
2.64K $449K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
100
+ 3.89%
$81.1 - $94.7 $8.11K - $9.47K
2.67K $216K
SKYY
First Trust Cloud Computing Et

ETFs
233
+ 9.82%
$102.23 - $131.18 $23.8K - $30.6K
2.61K $266K
CHY
Calamos Convertible & High Income Fund

Financial Services
1.1K
+ 5.12%
$10.1 - $12.0 $11.1K - $13.2K
22.6K $227K
META
Meta Platforms, Inc.

Communication Services
26
+ 0.7%
$576.36 - $736.67 $15K - $19.2K
3.73K $2.15M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
601
+ 7.62%
$47.25 - $67.02 $28.4K - $40.3K
8.49K $403K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
8
+ 0.59%
$522.96 - $601.18 $4.18K - $4.81K
1.35K $721K
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
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