L.M. Kohn & Company Sells in Q3 2024

L.M. Kohn & Company

  • $390 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-1.81K
- 3.87%
$148.65 - $191.18 $268K - $345K
44.8K $7.43M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.2K
- 2.43%
$161.02 - $200.0 $354K - $440K
88.3K $16.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.87K
- 13.59%
$517.38 - $573.86 $1.48M - $1.65M
18.2K $10.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-4.69K
- 79.08%
$175.46 - $203.3 $822K - $953K
1.24K $251K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.43K
- 51.09%
$523.84 - $572.02 $750K - $819K
1.37K $780K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.95K
- 40.34%
$162.83 - $179.16 $806K - $886K
7.32K $1.31M
PG
Procter & Gamble CO

Consumer Defensive
-4.9K
- 23.84%
$160.76 - $177.82 $788K - $872K
15.7K $2.71M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-4.49K
- 43.13%
$79.58 - $91.64 $357K - $411K
5.92K $536K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-8.86K
- 30.94%
$48.51 - $52.86 $430K - $468K
19.8K $1.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-795
- 12.12%
$434.77 - $502.96 $346K - $400K
5.77K $2.81M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-4.4K
- 24.65%
$71.19 - $76.59 $314K - $337K
13.5K $1.03M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-5.15K
- 57.29%
$50.02 - $54.5 $258K - $281K
3.84K $209K
FV
First Trust Dorsey Wright Focu

ETFs
-3.15K
- 18.29%
$51.35 - $59.82 $162K - $188K
14.1K $819K
CVS
Cvs Health Corp

Healthcare
-3.45K
- 25.25%
$55.81 - $63.18 $193K - $218K
10.2K $642K
ADBE
Adobe Inc.

Technology
-50
- 1.4%
$508.13 - $586.55 $25.4K - $29.3K
3.52K $1.82M
BA
Boeing CO

Industrials
-70
- 1.79%
$152.04 - $190.6 $10.6K - $13.3K
3.84K $583K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-1.3K
- 23.4%
$103.09 - $113.83 $134K - $148K
4.24K $474K
XLE
Energy Sector Spdr

ETFs
-720
- 7.37%
$84.35 - $93.39 $60.7K - $67.2K
9.05K $794K
RDVY
First Trust Rising Dividend Ac

ETFs
-5.69K
- 9.85%
$53.68 - $59.24 $305K - $337K
52.1K $3.08M
UPS
United Parcel Service Inc

Industrials
-410
- 3.38%
$123.32 - $147.38 $50.6K - $60.4K
11.7K $1.6M
WM
Waste Management Inc

Industrials
-148
- 2.91%
$196.96 - $223.45 $29.2K - $33.1K
4.94K $1.03M
IHDG
Wisdomtree Tr

ETFs
-1.23K
- 15.43%
$42.42 - $46.78 $52.2K - $57.6K
6.75K $308K
PANW
Palo Alto Networks Inc

Technology
-107
- 5.64%
$294.18 - $368.01 $31.5K - $39.4K
1.79K $612K
SKYY
First Trust Cloud Computing Et

ETFs
-465
- 16.54%
$86.45 - $102.48 $40.2K - $47.7K
2.35K $240K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-710
- 14.96%
$58.03 - $65.37 $41.2K - $46.4K
4.04K $261K
MIN
Mfs Intermediate Income Trust

Financial Services
-8.39K
- 26.57%
$2.65 - $2.79 $22.2K - $23.4K
23.2K $63K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-677
- 6.79%
$30.55 - $30.85 $20.7K - $20.9K
9.29K $286K
MPC
Marathon Petroleum Corp

Energy
-31
- 2.23%
$158.61 - $180.75 $4.92K - $5.6K
1.36K $221K
FTCS
First Trust Capital Strength E

ETFs
-699
- 9.58%
$83.58 - $90.94 $58.4K - $63.6K
6.6K $598K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-62
- 7.96%
$332.02 - $382.76 $20.6K - $23.7K
717 $269K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-904
- 9.88%
$39.47 - $49.4 $35.7K - $44.7K
8.24K $391K
PDI
Pimco Dynamic Income Fund

Financial Services
-1.41K
- 10.81%
$18.7 - $20.25 $26.4K - $28.6K
11.6K $235K
SRLN
Ssga Active Trust

ETFs
-186
- 2.21%
$40.93 - $41.85 $7.61K - $7.78K
8.22K $343K
BME
Black Rock Health Sciences Trust

Financial Services
-296
- 4.18%
$39.94 - $42.41 $11.8K - $12.6K
6.79K $284K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
-160
- 1.56%
$29.62 - $34.42 $4.74K - $5.51K
10.1K $337K
TGT
Target Corp

Consumer Defensive
-134
- 5.4%
$133.47 - $159.25 $17.9K - $21.3K
2.35K $365K
Global X Fds 1 3 Month T Bill
-500
- 5.35%
N/A
8.85K $0
VGSH
Vanguard

ETFs
-200
- 1.69%
$57.74 - $59.13 $11.5K - $11.8K
11.6K $687K
BFB
Brown Forman Corp Cl B
-145
- 1.19%
N/A
12.1K $0
Wisdomtree Tr Us Quality Grow
-6.08K
- 45.34%
N/A
7.34K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
-170
- 3.26%
N/A
5.04K $0
FIW
First Trust Water ETF

ETFs
-184
- 7.72%
$98.0 - $109.33 $18K - $20.1K
2.2K $240K
CSCO
Cisco Systems, Inc.

Technology
-1.62K
- 10.42%
$44.74 - $53.22 $72.5K - $86.3K
13.9K $741K
GLD
Spdr Gold Trust

ETFs
-109
- 8.91%
$215.56 - $246.98 $23.5K - $26.9K
1.12K $271K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
-1.51K
- 7.12%
$3.34 - $4.14 $5.03K - $6.24K
19.7K $80K
BCE
Bce Inc

Communication Services
-600
- 4.45%
$31.33 - $36.08 $18.8K - $21.6K
12.9K $447K
CMCSA
Comcast Corp

Communication Services
-271
- 2.84%
$37.33 - $41.78 $10.1K - $11.3K
9.26K $386K
LOW
Lowes Companies Inc

Consumer Cyclical
-980
- 17.28%
$213.3 - $270.78 $209K - $265K
4.69K $1.27M
VEA
Vanguard Ftse Developed Market

ETFs
-1.48K
- 4.94%
$47.6 - $53.31 $70.4K - $78.9K
28.5K $1.5M
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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