L.M. Kohn & Company Purchases in Q4 2024

L.M. Kohn & Company

  • $378 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
85.8K
New
$91.29 - $91.8 $7.83M - $7.88M
85.8K $7.85M
AMZN
Amazon Com Inc

Consumer Cyclical
656
+ 0.74%
$180.88 - $232.93 $119K - $153K
89K $19.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.46K
+ 94.67%
$481.22 - $538.17 $2.63M - $2.94M
11.2K $5.74M
GOOG
Alphabet Inc.

Communication Services
7.43K
New
$163.08 - $198.16 $1.21M - $1.47M
7.43K $1.42M
GOOGL
Alphabet Inc.

Communication Services
737
+ 1.64%
$161.86 - $196.66 $119K - $145K
45.5K $8.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.57K
+ 16.2%
$521.84 - $558.82 $821K - $880K
11.3K $6.08M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
13.5K
New
$50.73 - $51.08 $683K - $688K
13.5K $685K
PLTR
Palantir Technologies Inc.

Technology
7.28K
New
$36.46 - $82.38 $265K - $599K
7.28K $550K
CRM
Salesforce, Inc.

Technology
15
+ 0.18%
$270.87 - $367.87 $4.06K - $5.52K
8.36K $2.8M
XLF
Financial Sector Spdr

ETFs
9.66K
+ 66.79%
$44.89 - $51.34 $434K - $496K
24.1K $1.17M
NFLX
Netflix Inc

Communication Services
545
New
$687.65 - $936.56 $375K - $510K
545 $485K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.75K
+ 42.56%
$176.42 - $186.91 $485K - $514K
9.21K $1.64M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.88K
New
$115.08 - $119.55 $446K - $464K
3.88K $448K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
12.1K
New
$27.48 - $32.37 $334K - $393K
12.1K $349K
CRWD
Crowd Strike Holdings, Inc.

Technology
689
+ 38.09%
$275.15 - $388.2 $190K - $267K
2.5K $854K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
18.2K
New
$18.1 - $19.97 $330K - $364K
18.2K $331K
NOW
Service Now, Inc.

Technology
13
+ 0.68%
$867.18 - $1148.42 $11.3K - $14.9K
1.92K $2.04M
META
Meta Platforms, Inc.

Communication Services
424
+ 12.93%
$554.08 - $632.68 $235K - $268K
3.7K $2.18M
RH
Rh

Consumer Cyclical
734
New
$311.9 - $446.04 $229K - $327K
734 $288K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.38K
+ 22.79%
$69.3 - $74.3 $234K - $251K
18.2K $1.3M
CPRI
Capri Holdings LTD

Consumer Cyclical
11.1K
New
$19.39 - $43.18 $216K - $481K
11.1K $234K
BAC
Bank Of America Corp

Financial Services
5.04K
New
$39.22 - $47.77 $198K - $241K
5.04K $221K
SPYG
Spdr Portfolio

ETFs
1.56K
+ 9.36%
$81.74 - $91.38 $128K - $143K
18.2K $1.6M
VIG
Vanguard Dividend Appreciation

ETFs
1.12K
+ 11.0%
N/A
11.3K $2.06M
MPLX
Mplx LP

Energy
4.24K
New
$43.77 - $51.66 $185K - $219K
4.24K $202K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.23K
New
$27.54 - $83.04 $199K - $600K
7.23K $200K
XLK
Technology Sector Spdr

ETFs
372
+ 3.04%
$220.26 - $241.44 $81.9K - $89.8K
12.6K $2.93M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.52K
+ 14.85%
$66.77 - $71.52 $101K - $108K
11.7K $807K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.39K
+ 62.26%
$50.06 - $55.0 $120K - $131K
6.23K $312K
AZO
Autozone Inc

Consumer Cyclical
30
+ 29.13%
$2981.19 - $3370.27 $89.4K - $101K
133 $425K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.53K
+ 12.79%
$51.09 - $55.27 $129K - $140K
22.3K $1.14M
MS
Morgan Stanley

Financial Services
180
+ 5.96%
$104.42 - $134.99 $18.8K - $24.3K
3.2K $402K
ORCL
Oracle Corp

Technology
875
+ 4.84%
$165.41 - $192.43 $145K - $168K
19K $3.16M
PANW
Palo Alto Networks Inc

Technology
1.99K
+ 110.83%
$181.96 - $405.9 $361K - $806K
3.78K $687K
PNC
Pnc Financial Services Group, Inc.

Financial Services
181
+ 3.75%
$178.39 - $215.0 $32.3K - $38.9K
5.01K $965K
RSP
Invesco S&P 500 Equal Weight E

ETFs
583
+ 7.97%
$174.22 - $187.62 $102K - $109K
7.9K $1.38M
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.4K
+ 25.78%
$30.67 - $30.84 $73.5K - $73.9K
11.7K $359K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.1K
+ 33.22%
$35.45 - $40.33 $74.3K - $84.6K
8.41K $301K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
536
+ 4.22%
$55.73 - $66.16 $29.9K - $35.5K
13.2K $798K
HON
Honeywell International Inc

Industrials
18
+ 0.6%
$202.84 - $236.0 $3.65K - $4.25K
3.01K $679K
VO
Vanguard Mid Cap ETF

ETFs
223
+ 10.78%
$261.5 - $284.63 $58.3K - $63.5K
2.29K $605K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.46K
+ 33.8%
$57.29 - $63.1 $83.5K - $92K
5.77K $331K
MO
Altria Group, Inc.

Consumer Defensive
846
+ 7.88%
$49.06 - $57.74 $41.5K - $48.8K
11.6K $605K
ET
Energy Transfer LP

Energy
36
+ 0.23%
$16.05 - $19.86 $578 - $715
15.8K $309K
KMI
Kinder Morgan, Inc.

Energy
19
+ 0.18%
$22.59 - $28.54 $429 - $542
10.5K $288K
FV
First Trust Dorsey Wright Focu

ETFs
773
+ 5.5%
$57.47 - $62.82 $44.4K - $48.6K
14.8K $875K
VUG
Vanguard Growth ETF

ETFs
53
+ 4.31%
$378.79 - $428.11 $20.1K - $22.7K
1.28K $527K
SKYY
First Trust Cloud Computing Et

ETFs
25
+ 1.07%
$99.98 - $130.46 $2.5K - $3.26K
2.37K $282K
GLD
Spdr Gold Trust

ETFs
161
+ 14.44%
$236.59 - $257.5 $38.1K - $41.5K
1.28K $308K
Activity Summary
Buys All Purchases 110 New Holdings 18 Increased Positions 92 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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