L.M. Kohn & Company Sells in Q2 2025

L.M. Kohn & Company

  • $359 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-23.2K
- 13.83%
$172.42 - $223.89 $4.01M - $5.2M
145K $29.7M
JNJ
Johnson & Johnson

Healthcare
-28.2K
- 81.87%
$146.36 - $159.82 $4.13M - $4.51M
6.25K $954K
VIG
Vanguard Dividend Appreciation

ETFs
-7.58K
- 60.92%
N/A
4.86K $885K
ABBV
Abb Vie Inc.

Healthcare
-4.71K
- 39.54%
$170.16 - $206.27 $801K - $971K
7.2K $1.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-551
- 3.42%
$483.48 - $539.8 $266K - $297K
15.6K $7.56M
PEP
Pepsico Inc

Consumer Defensive
-4.93K
- 29.1%
$128.02 - $151.37 $631K - $746K
12K $1.59M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.94K
- 71.5%
$221.86 - $362.89 $873K - $1.43M
1.57K $498K
V
Visa Inc.

Financial Services
-2.73K
- 15.02%
$308.27 - $373.31 $842K - $1.02M
15.5K $5.49M
HD
Home Depot, Inc.

Consumer Cyclical
-2.24K
- 21.5%
$335.24 - $380.78 $752K - $854K
8.19K $3M
UNH
Unitedhealth Group Inc

Healthcare
-4
- 0.11%
$274.35 - $599.47 $1.1K - $2.4K
3.74K $1.17M
USFR
Wisdomtree Floating Rate Treas

ETFs
-14.8K
- 14.83%
$50.28 - $50.47 $747K - $749K
85.3K $4.29M
QCOM
Qualcomm Inc

Technology
-5.02K
- 55.21%
$124.66 - $159.48 $626K - $801K
4.08K $648K
LMT
Lockheed Martin Corp

Industrials
-1.65K
- 38.57%
$430.82 - $486.45 $712K - $804K
2.63K $1.22M
NEE
Nextera Energy Inc

Utilities
-7.24K
- 48.13%
$64.11 - $75.0 $464K - $543K
7.81K $541K
CSX
Csx Corp

Industrials
-18.7K
- 66.74%
$26.69 - $32.91 $499K - $615K
9.32K $304K
UPS
United Parcel Service Inc

Industrials
-4.34K
- 51.36%
$91.92 - $110.2 $399K - $478K
4.11K $414K
XLK
Technology Sector Spdr

ETFs
-3.73K
- 40.19%
$179.73 - $253.23 $671K - $946K
5.56K $1.41M
DIS
Walt Disney CO

Communication Services
-6.8K
- 50.46%
$81.72 - $124.01 $555K - $843K
6.67K $827K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.22K
- 19.59%
$285.55 - $321.23 $348K - $391K
5K $1.46M
PG
Procter & Gamble CO

Consumer Defensive
-781
- 2.5%
$157.66 - $172.39 $123K - $135K
30.5K $4.86M
PH
Parker Hannifin Corp

Industrials
-903
- 42.94%
$517.23 - $700.54 $467K - $633K
1.2K $838K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-9.43K
- 53.33%
$38.81 - $44.28 $366K - $418K
8.25K $350K
VEA
Vanguard Ftse Developed Market

ETFs
-9.55K
- 50.01%
$45.65 - $57.01 $436K - $545K
9.55K $544K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-7.93K
- 34.38%
$50.1 - $51.02 $397K - $405K
15.1K $772K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.78K
- 50.11%
$90.56 - $109.49 $342K - $414K
3.77K $411K
VO
Vanguard Mid Cap ETF

ETFs
-1.55K
- 55.85%
$228.54 - $279.83 $354K - $434K
1.23K $343K
COST
Costco Wholesale Corp

Consumer Defensive
-1.02K
- 6.99%
$908.13 - $1056.85 $928K - $1.08M
13.6K $13.5M
VXF
Vanguard Extended Market ETF

ETFs
-2.45K
- 43.36%
$150.43 - $192.71 $369K - $472K
3.2K $616K
IVV
Ishares Core S&P 500 ETF

ETFs
-718
- 45.67%
$498.8 - $620.9 $358K - $446K
854 $530K
ADBE
Adobe Inc.

Technology
-862
- 33.42%
$340.0 - $420.68 $293K - $363K
1.72K $664K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-5.9K
- 44.47%
$45.11 - $52.34 $266K - $309K
7.37K $385K
IEF
Ishares Barclays

ETFs
-3.05K
- 46.89%
$93.15 - $96.56 $284K - $295K
3.45K $330K
XOM
Exxon Mobil Corp

Energy
-686
- 3.77%
$99.93 - $119.04 $68.6K - $81.7K
17.5K $1.89M
CVX
Chevron Corp

Energy
-564
- 7.61%
$133.73 - $168.51 $75.4K - $95K
6.84K $979K
LLY
Eli Lilly & CO

Healthcare
-64
- 2.47%
$713.71 - $898.95 $45.7K - $57.5K
2.52K $1.97M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.84K
- 12.18%
$59.8 - $60.07 $170K - $170K
20.4K $1.22M
BMY
Bristol Myers Squibb CO

Healthcare
-594
- 8.07%
$44.12 - $59.6 $26.2K - $35.4K
6.77K $313K
MRK
Merck & Co., Inc.

Healthcare
-520
- 6.36%
$73.47 - $87.12 $38.2K - $45.3K
7.66K $606K
GOOGL
Alphabet Inc.

Communication Services
-6.21K
- 13.84%
$144.7 - $178.6 $898K - $1.11M
38.6K $6.81M
LOW
Lowes Companies Inc

Consumer Cyclical
-327
- 7.39%
$210.83 - $235.28 $68.9K - $76.9K
4.1K $908K
MA
Mastercard Inc

Financial Services
-432
- 4.53%
$479.92 - $590.74 $207K - $255K
9.09K $5.11M
META
Meta Platforms, Inc.

Communication Services
-965
- 25.88%
$484.66 - $738.09 $468K - $712K
2.76K $2.04M
PFE
Pfizer Inc

Healthcare
-2.71K
- 7.33%
$21.59 - $24.84 $58.5K - $67.3K
34.2K $829K
AMGN
Amgen Inc

Healthcare
-100
- 4.5%
$262.28 - $309.85 $26.2K - $31K
2.12K $593K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.78K
- 28.51%
$51.16 - $62.02 $91.2K - $111K
4.47K $277K
CRM
Salesforce, Inc.

Technology
-458
- 5.1%
$236.26 - $291.15 $108K - $133K
8.53K $2.33M
RTX
Raytheon Technologies Corp

Industrials
-1K
- 22.31%
$113.75 - $148.48 $114K - $149K
3.49K $509K
VZ
Verizon Communications Inc

Communication Services
-949
- 4.83%
$41.67 - $45.62 $39.5K - $43.3K
18.7K $809K
XLE
Energy Sector Spdr

ETFs
-117
- 1.42%
$76.44 - $94.13 $8.94K - $11K
8.13K $689K
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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