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
IPG
Interpublic Group Of Companies, Inc.

Communication Services
6
+ 0.04%
$28.08 - $32.61 $168 - $196
15.8K $500K
SPTS
Spdr Portfolio Short Term Trea

ETFs
391
+ 0.78%
$28.75 - $29.46 $11.2K - $11.5K
50.8K $1.49M
BND
Vanguard Bd Index Fd Inc Total

ETFs
300
+ 6.41%
$71.45 - $75.64 $21.4K - $22.7K
4.98K $374K
AEP
American Electric Power CO Inc

Utilities
1
+ 0.04%
$87.11 - $104.95 $87.1 - $105
2.47K $253K
CSX
Csx Corp

Industrials
187
+ 0.65%
$32.48 - $35.45 $6.07K - $6.63K
28.7K $992K
PFF
Ishares Trust Ishares Pfd And

ETFs
512
+ 4.6%
$31.18 - $33.5 $16K - $17.2K
11.6K $386K
YUM
Yum Brands Inc

Consumer Cyclical
103
+ 3.74%
$125.95 - $139.96 $13K - $14.4K
2.85K $398K
WMB
Williams Companies, Inc.

Energy
356
+ 6.12%
$41.24 - $46.22 $14.7K - $16.5K
6.17K $281K
ZTS
Zoetis Inc.

Healthcare
15
+ 1.07%
$172.58 - $196.48 $2.59K - $2.95K
1.42K $278K
NSC
Norfolk Southern Corp

Industrials
2
+ 0.21%
$213.75 - $259.69 $428 - $519
977 $242K
AIQ
Global X Funds Global X Artifi

ETFs
500
+ 7.2%
$31.85 - $37.36 $15.9K - $18.7K
7.45K $276K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
5.05K
+ 29.69%
$7.07 - $7.41 $35.7K - $37.4K
22.1K $157K
KMI
Kinder Morgan, Inc.

Energy
105
+ 1.01%
$19.72 - $22.22 $2.07K - $2.33K
10.5K $232K
DOW
Dow Inc.

Basic Materials
258
+ 4.27%
$50.15 - $55.41 $12.9K - $14.3K
6.3K $344K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
203
+ 4.14%
$81.31 - $83.29 $16.5K - $16.9K
5.1K $424K
PPG
Ppg Industries Inc

Basic Materials
78
+ 4.85%
$118.32 - $134.55 $9.23K - $10.5K
1.69K $223K
IWC
Russell Micro Cap ETF

ETFs
15
+ 0.79%
$112.21 - $129.46 $1.68K - $1.94K
1.92K $236K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
106
+ 0.51%
$23.21 - $24.2 $2.46K - $2.57K
21K $506K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
130
+ 4.1%
$76.38 - $78.87 $9.93K - $10.3K
3.3K $259K
CL
Colgate Palmolive CO

Consumer Defensive
9
+ 0.39%
$95.54 - $108.77 $860 - $979
2.31K $239K
JEPI
J P Morgan Exchange Traded Fd

ETFs
8
+ 0.18%
$54.98 - $59.51 $440 - $476
4.41K $262K
ETN
Eaton Corp PLC

Industrials
3
+ 0.43%
$272.52 - $333.02 $818 - $999
705 $233K
TXN
Texas Instruments Inc

Technology
46
+ 3.09%
$194.6 - $194.6 $8.95K - $8.95K
1.54K $299K
CHW
Calamos Global Dynamic Income Fund

Financial Services
42
+ 0.18%
$6.41 - $7.17 $269 - $301
22.8K $163K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
70
+ 0.4%
$5.34 - $6.06 $374 - $424
17.5K $102K
DIS
Walt Disney CO

Communication Services
589
+ 3.55%
$85.6 - $98.61 $50.4K - $58.1K
17.2K $1.65M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
80
+ 0.15%
$10.91 - $12.02 $873 - $962
55.2K $643K
Linde PLC Shs
70
+ 4.98%
N/A
1.48K $0
EMR
Emerson Electric CO

Industrials
29
+ 0.63%
$98.19 - $118.87 $2.85K - $3.45K
4.62K $505K
ET
Energy Transfer LP

Energy
69
+ 0.44%
$15.43 - $16.44 $1.06K - $1.13K
15.8K $252K
F
Ford Motor CO

Consumer Cyclical
4.59K
+ 17.22%
$9.71 - $14.55 $44.6K - $66.8K
31.2K $329K
HON
Honeywell International Inc

Industrials
65
+ 2.22%
$196.73 - $220.21 $12.8K - $14.3K
2.99K $618K
CVX
Chevron Corp

Energy
290
+ 4.07%
$137.88 - $161.97 $40K - $47K
7.41K $1.09M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
359
+ 2.91%
$49.83 - $62.75 $17.9K - $22.5K
12.7K $732K
MRK
Merck & Co., Inc.

Healthcare
29
+ 0.29%
$111.15 - $128.97 $3.22K - $3.74K
10K $1.14M
VLO
Valero Energy Corp

Energy
13
+ 0.23%
$132.81 - $163.48 $1.73K - $2.13K
5.65K $763K
QCOM
Qualcomm Inc

Technology
705
+ 7.93%
$156.12 - $209.64 $110K - $148K
9.59K $1.63M
MSFT
Microsoft Corp

Technology
676
+ 2.56%
$395.15 - $467.56 $267K - $316K
27.1K $11.7M
AMAT
Applied Materials Inc

Technology
10
+ 0.2%
$174.88 - $254.97 $1.75K - $2.55K
5.11K $1.03M
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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