L.M. Kohn & Company Reduced Holdings in Q3 2025

L.M. Kohn & Company

  • $80.6 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-125K
- 86.45%
$202.38 - $256.87 $25.3M - $32.2M
19.6K $5M
NVDA
Nvidia Corp

Technology
-145K
- 92.59%
$153.3 - $186.58 $22.2M - $27.1M
11.6K $2.17M
AMZN
Amazon Com Inc

Consumer Cyclical
-64.6K
- 82.98%
$211.65 - $238.24 $13.7M - $15.4M
13.2K $2.91M
COST
Costco Wholesale Corp

Consumer Defensive
-11.6K
- 85.63%
$915.95 - $994.57 $10.7M - $11.6M
1.95K $1.81M
SPY
Spdr S&P 500 ETF Trust

ETFs
-17.4K
- 92.6%
$617.65 - $666.84 $10.8M - $11.6M
1.39K $927K
MSFT
Microsoft Corp

Technology
-17.5K
- 69.05%
$491.09 - $535.64 $8.59M - $9.37M
7.84K $4.06M
VTI
Vanguard Total Stock Market Et

ETFs
-20.6K
- 87.14%
$303.93 - $329.86 $6.25M - $6.78M
3.04K $995K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12.5K
- 80.52%
$459.11 - $506.91 $5.75M - $6.35M
3.03K $1.52M
V
Visa Inc.

Financial Services
-14.2K
- 91.96%
$332.09 - $358.86 $4.72M - $5.1M
1.24K $423K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8.36K
- 70.63%
$567.77 - $614.76 $4.74M - $5.14M
3.48K $2.13M
GOOGL
Alphabet Inc.

Communication Services
-29.1K
- 75.4%
$174.36 - $254.72 $5.08M - $7.42M
9.5K $2.31M
USFR
Wisdomtree Floating Rate Treas

ETFs
-81.1K
- 95.17%
$50.23 - $50.48 $4.08M - $4.1M
4.12K $207K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-129K
- 79.83%
$31.79 - $33.42 $4.1M - $4.31M
32.6K $1.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.23K
- 78.62%
$546.99 - $602.2 $3.95M - $4.35M
1.97K $1.18M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-37.2K
- 88.16%
$91.44 - $91.77 $3.4M - $3.41M
5K $458K
ORCL
Oracle Corp

Technology
-14.4K
- 78.13%
$218.96 - $328.33 $3.15M - $4.73M
4.03K $1.13M
RDVY
First Trust Rising Dividend Ac

ETFs
-43.6K
- 92.16%
$62.38 - $67.29 $2.72M - $2.93M
3.71K $249K
JPM
Jpmorgan Chase & CO

Financial Services
-9.86K
- 55.08%
$282.78 - $316.06 $2.79M - $3.12M
8.04K $2.54M
HD
Home Depot, Inc.

Consumer Cyclical
-7.04K
- 85.97%
$357.4 - $423.42 $2.52M - $2.98M
1.15K $465K
WMT
Walmart Inc.

Consumer Defensive
-22.6K
- 74.98%
$94.4 - $104.27 $2.13M - $2.35M
7.53K $776K
META
Meta Platforms, Inc.

Communication Services
-2.33K
- 84.3%
$695.21 - $791.73 $1.62M - $1.84M
434 $318K
LLY
Eli Lilly & CO

Healthcare
-2.06K
- 81.77%
$625.65 - $812.69 $1.29M - $1.68M
460 $350K
PG
Procter & Gamble CO

Consumer Defensive
-7.5K
- 24.58%
$150.47 - $161.22 $1.13M - $1.21M
23K $3.53M
GS
Goldman Sachs Group Inc

Financial Services
-1.54K
- 83.29%
$696.56 - $806.32 $1.07M - $1.24M
309 $246K
GOOG
Alphabet Inc.

Communication Services
-6.05K
- 85.93%
$175.16 - $255.24 $1.06M - $1.54M
990 $241K
PEP
Pepsico Inc

Consumer Defensive
-7.65K
- 63.7%
$133.81 - $152.16 $1.02M - $1.16M
4.36K $612K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-14.3K
- 75.65%
$68.24 - $73.73 $978K - $1.06M
4.61K $338K
PM
Philip Morris International Inc.

Consumer Defensive
-4.23K
- 55.33%
$157.77 - $183.27 $668K - $776K
3.42K $554K
DE
Deere & CO

Industrials
-1.57K
- 75.77%
$457.26 - $524.37 $717K - $822K
501 $229K
XOM
Exxon Mobil Corp

Energy
-7.82K
- 44.59%
$105.83 - $117.22 $827K - $917K
9.72K $1.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.73K
- 54.7%
$291.67 - $316.99 $797K - $866K
2.26K $687K
PLTR
Palantir Technologies Inc.

Technology
-5.87K
- 79.99%
$130.68 - $186.97 $767K - $1.1M
1.47K $267K
KO
Coca Cola CO

Consumer Defensive
-8.52K
- 58.93%
$65.67 - $71.67 $560K - $611K
5.94K $393K
UNP
Union Pacific Corp

Industrials
-2.67K
- 57.21%
$214.91 - $237.16 $575K - $634K
2K $472K
VNQ
Vanguard Specialized Funds Van

ETFs
-6.09K
- 44.94%
$88.47 - $93.24 $538K - $567K
7.46K $681K
CSCO
Cisco Systems, Inc.

Technology
-6.78K
- 52.22%
$66.2 - $71.79 $449K - $487K
6.2K $424K
LMT
Lockheed Martin Corp

Industrials
-1.06K
- 40.25%
$410.74 - $499.21 $435K - $529K
1.57K $784K
ABBV
Abb Vie Inc.

Healthcare
-3.16K
- 43.89%
$184.85 - $231.54 $584K - $731K
4.04K $934K
DUK
Duke Energy Corp

Utilities
-3.48K
- 51.87%
$116.31 - $125.93 $404K - $438K
3.23K $399K
NEE
Nextera Energy Inc

Utilities
-5.11K
- 65.39%
$69.77 - $77.54 $356K - $396K
2.7K $203K
PFE
Pfizer Inc

Healthcare
-14.9K
- 43.47%
$23.29 - $25.88 $346K - $385K
19.3K $492K
MRK
Merck & Co., Inc.

Healthcare
-4.38K
- 57.23%
$77.6 - $87.37 $340K - $383K
3.28K $274K
XLF
Financial Sector Spdr

ETFs
-6.1K
- 47.81%
$51.37 - $54.25 $313K - $331K
6.66K $358K
BX
Blackstone Inc.

Financial Services
-3.3K
- 25.52%
$152.77 - $188.68 $504K - $622K
9.63K $1.65M
SHW
Sherwin Williams CO

Basic Materials
-845
- 36.27%
$330.88 - $375.23 $280K - $317K
1.49K $514K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-689
- 37.65%
$435.72 - $463.74 $300K - $320K
1.14K $529K
VZ
Verizon Communications Inc

Communication Services
-5.99K
- 32.01%
$40.84 - $45.06 $244K - $270K
12.7K $558K
CVX
Chevron Corp

Energy
-1.99K
- 29.11%
$145.57 - $161.83 $290K - $322K
4.85K $753K
AMD
Advanced Micro Devices Inc

Technology
-1.97K
- 38.2%
$134.8 - $184.42 $265K - $363K
3.19K $515K
Activity Summary
Buys All Purchases 15 New Holdings 3 Increased Positions 12 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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