L.M. Kohn & Company Reduced Holdings in Q2 2025

L.M. Kohn & Company

  • $359 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc Com Added
-38
- 4.02%
N/A
907 $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-15
- 0.49%
$77.74 - $78.78 $1.17K - $1.18K
3.05K $239K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-6
- 0.05%
$30.29 - $30.83 $182 - $185
11.7K $359K
FTXL
First Tr ETF Vi Nasdaq Semicon
-416
- 9.47%
N/A
3.98K $0
Linde PLC Shs
-42
- 2.83%
N/A
1.44K $0
Vanguard Malvern Fds Core Plus Bd ETF
-6.12K
- 51.79%
N/A
5.7K $0
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-85
- 4.44%
$376.48 - $440.65 $32K - $37.5K
1.83K $806K
IHDG
Wisdomtree Tr

ETFs
-174
- 2.45%
$38.54 - $46.0 $6.71K - $8K
6.92K $311K
MPC
Marathon Petroleum Corp

Energy
-142
- 9.98%
$118.55 - $170.08 $16.8K - $24.2K
1.28K $212K
AMT
American Tower Corp

Real Estate
-3
- 0.11%
$203.96 - $228.19 $612 - $685
2.61K $576K
CMI
Cummins Inc

Industrials
-3
- 0.36%
$267.12 - $336.65 $801 - $1.01K
820 $268K
FIW
First Trust Water ETF

ETFs
-46
- 2.02%
$90.26 - $108.05 $4.15K - $4.97K
2.23K $240K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-1.28K
- 4.34%
$23.45 - $26.56 $30K - $34K
28.2K $749K
SKYY
First Trust Cloud Computing Et

ETFs
-309
- 11.86%
$89.46 - $121.64 $27.6K - $37.6K
2.3K $279K
CHY
Calamos Convertible & High Income Fund

Financial Services
-555
- 2.46%
$9.18 - $10.99 $5.09K - $6.1K
22K $241K
NSC
Norfolk Southern Corp

Industrials
-2
- 0.2%
$206.34 - $257.46 $413 - $515
975 $249K
XLY
Select Sector Spdr Consumer Di

ETFs
-125
- 5.27%
$176.34 - $218.59 $22K - $27.3K
2.25K $488K
XLF
Financial Sector Spdr

ETFs
-137
- 1.06%
$43.92 - $52.37 $6.02K - $7.17K
12.8K $668K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-84
- 0.33%
$33.77 - $41.16 $2.84K - $3.46K
25.4K $1.02M
KKR
Kkr & Co. Inc.

Financial Services
-258
- 6.86%
$92.79 - $134.29 $23.9K - $34.6K
3.51K $466K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-118
- 2.34%
$149.76 - $186.42 $17.7K - $22K
4.92K $917K
IVW
Ishares S&P 500 Growth ETF

ETFs
-164
- 5.62%
$82.96 - $110.1 $13.6K - $18.1K
2.75K $302K
MTB
M&T Bank Corp

Financial Services
-3
- 0.12%
$156.58 - $193.99 $470 - $582
2.59K $501K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-13
- 1.81%
$320.42 - $424.58 $4.17K - $5.52K
704 $298K
CAH
Cardinal Health Inc

Healthcare
-74
- 3.77%
$125.0 - $168.0 $9.25K - $12.4K
1.89K $317K
TT
Trane Technologies PLC

Industrials
-54
- 7.62%
$315.21 - $437.41 $17K - $23.6K
655 $286K
CSCO
Cisco Systems, Inc.

Technology
-795
- 5.77%
$53.19 - $69.38 $42.3K - $55.2K
13K $900K
SPYG
Spdr Portfolio

ETFs
-2.48K
- 12.96%
$71.83 - $95.32 $178K - $236K
16.6K $1.58M
GS
Goldman Sachs Group Inc

Financial Services
-453
- 19.68%
$462.22 - $707.75 $209K - $321K
1.85K $1.31M
BA
Boeing CO

Industrials
-221
- 8.38%
$136.59 - $217.51 $30.2K - $48.1K
2.42K $506K
FV
First Trust Dorsey Wright Focu

ETFs
-73
- 0.52%
$48.43 - $59.26 $3.54K - $4.33K
14K $827K
GE
General Electric CO

Industrials
-28
- 2.36%
$166.81 - $257.39 $4.67K - $7.21K
1.16K $298K
IRM
Iron Mountain Inc

Real Estate
-25
- 0.6%
$76.93 - $105.25 $1.92K - $2.63K
4.15K $425K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-42
- 1.11%
$60.61 - $87.72 $2.55K - $3.68K
3.73K $316K
DE
Deere & CO

Industrials
-16
- 0.77%
$412.99 - $531.48 $6.61K - $8.5K
2.07K $1.05M
CHWY
Chewy, Inc.

Consumer Cyclical
-380
- 3.64%
$31.21 - $48.21 $11.9K - $18.3K
10.1K $428K
EMR
Emerson Electric CO

Industrials
-123
- 2.64%
$94.15 - $133.33 $11.6K - $16.4K
4.54K $605K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.26K
- 8.33%
$57.46 - $75.58 $72.3K - $95.2K
13.9K $1.05M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.06K
- 8.2%
$456.74 - $568.03 $483K - $600K
11.8K $6.72M
FITB
Fifth Third Bancorp

Financial Services
-65
- 0.12%
$33.32 - $41.51 $2.17K - $2.7K
54.3K $2.23M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-1.09K
- 2.42%
$21.8 - $27.71 $23.8K - $30.3K
44.1K $1.21M
PM
Philip Morris International Inc.

Consumer Defensive
-145
- 1.86%
$149.23 - $184.95 $21.6K - $26.8K
7.65K $1.39M
CRWD
Crowd Strike Holdings, Inc.

Technology
-550
- 19.48%
$321.63 - $509.31 $177K - $280K
2.27K $1.16M
AMAT
Applied Materials Inc

Technology
-14
- 0.3%
$126.95 - $183.52 $1.78K - $2.57K
4.59K $840K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-19
- 0.22%
$40.51 - $71.03 $770 - $1.35K
8.47K $595K
WMT
Walmart Inc.

Consumer Defensive
-528
- 1.72%
$81.79 - $99.98 $43.2K - $52.8K
30.1K $2.94M
NFLX
Netflix Inc

Communication Services
-4
- 0.54%
$855.86 - $1339.13 $3.42K - $5.36K
731 $978K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.41K
- 6.97%
$496.48 - $617.85 $700K - $871K
18.8K $11.6M
UBER
Uber Technologies, Inc

Technology
-183
- 1.13%
$64.62 - $93.3 $11.8K - $17.1K
16K $1.49M
Activity Summary
Buys All Purchases 98 New Holdings 38 Increased Positions 60 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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