L.M. Kohn & Company Incresed Positions in Q4 2024

L.M. Kohn & Company

  • $378 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
160
+ 2.4%
$113.92 - $127.38 $18.2K - $20.4K
6.82K $785K
XLI
Industrial Sector Spdr

ETFs
67
+ 4.37%
$131.76 - $143.99 $8.83K - $9.65K
1.6K $210K
ETN
Eaton Corp PLC

Industrials
9
+ 1.28%
$326.96 - $377.52 $2.94K - $3.4K
714 $236K
IBM
International Business Machines Corp

Technology
23
+ 1.03%
$204.9 - $238.04 $4.71K - $5.47K
2.26K $497K
MIN
Mfs Intermediate Income Trust

Financial Services
1.91K
+ 8.24%
$2.62 - $2.77 $5.01K - $5.29K
25.1K $66K
Linde PLC Shs
1
+ 0.07%
N/A
1.48K $0
Wisdomtree Tr Us Quality Grow
21K
+ 286.46%
N/A
28.4K $0
SRLN
Ssga Active Trust

ETFs
17
+ 0.21%
$41.48 - $42.08 $705 - $715
8.24K $343K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
57
+ 1.12%
$81.68 - $82.93 $4.66K - $4.73K
5.16K $422K
VTV
Vanguard Value ETF

ETFs
67
+ 2.68%
$168.32 - $181.87 $11.3K - $12.2K
2.56K $433K
MMM
3 M CO

Industrials
51
+ 3.33%
$124.74 - $137.12 $6.36K - $6.99K
1.58K $204K
LVHI
Franklin International Low Vol

ETFs
464
+ 1.41%
$29.98 - $31.57 $13.9K - $14.6K
33.4K $1.02M
CHW
Calamos Global Dynamic Income Fund

Financial Services
42
+ 0.18%
$6.75 - $7.33 $284 - $308
22.9K $154K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
98
+ 0.56%
$5.26 - $6.15 $515 - $603
17.6K $92K
KMB
Kimberly Clark Corp

Consumer Defensive
52
+ 3.2%
$130.37 - $146.09 $6.78K - $7.6K
1.68K $219K
IHDG
Wisdomtree Tr

ETFs
68
+ 1.01%
$43.38 - $46.0 $2.95K - $3.13K
6.81K $296K
AEP
American Electric Power CO Inc

Utilities
139
+ 5.62%
$90.91 - $102.21 $12.6K - $14.2K
2.61K $240K
SYY
Sysco Corp

Consumer Defensive
2
+ 0.03%
$73.63 - $81.77 $147 - $164
7.74K $591K
FIW
First Trust Water ETF

ETFs
1
+ 0.05%
$102.02 - $110.91 $102 - $111
2.2K $224K
PDI
Pimco Dynamic Income Fund

Financial Services
270
+ 2.32%
$18.33 - $20.85 $4.95K - $5.63K
11.9K $218K
DUK
Duke Energy Corp

Utilities
317
+ 4.62%
$105.76 - $120.76 $33.5K - $38.3K
7.19K $774K
PFF
Ishares Trust Ishares Pfd And

ETFs
17
+ 0.15%
$31.23 - $33.51 $531 - $570
11.7K $366K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
25
+ 0.98%
$89.81 - $104.0 $2.25K - $2.6K
2.57K $231K
RTX
Raytheon Technologies Corp

Industrials
18
+ 0.42%
$114.45 - $127.21 $2.06K - $2.29K
4.36K $503K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
254
+ 1.69%
$43.02 - $47.32 $10.9K - $12K
15.3K $660K
GUNR
Flexshares Tr Morningstar Glob

ETFs
2.12K
+ 9.07%
$36.15 - $41.9 $76.7K - $89K
25.5K $928K
TGT
Target Corp

Consumer Defensive
35
+ 1.49%
$121.59 - $160.69 $4.26K - $5.62K
2.38K $321K
PFE
Pfizer Inc

Healthcare
1.6K
+ 4.4%
$24.8 - $30.19 $39.6K - $48.2K
37.9K $1.01M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
2.09K
+ 4.8%
$21.96 - $24.21 $45.9K - $50.6K
45.6K $1.01M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
6
+ 0.04%
$27.09 - $32.06 $163 - $192
15.8K $443K
GIS
General Mills Inc

Consumer Defensive
5
+ 0.08%
$62.78 - $74.62 $314 - $373
6.49K $413K
UNP
Union Pacific Corp

Industrials
55
+ 1.12%
$223.15 - $249.32 $12.3K - $13.7K
4.97K $1.13M
SHW
Sherwin Williams CO

Basic Materials
15
+ 0.65%
$338.75 - $399.71 $5.08K - $6K
2.34K $794K
VZ
Verizon Communications Inc

Communication Services
155
+ 0.75%
$39.6 - $45.21 $6.14K - $7.01K
20.8K $830K
NKE
Nike, Inc.

Consumer Cyclical
160
+ 1.77%
$73.36 - $89.13 $11.7K - $14.3K
9.19K $695K
AMGN
Amgen Inc

Healthcare
55
+ 2.53%
$258.78 - $328.31 $14.2K - $18.1K
2.23K $580K
KO
Coca Cola CO

Consumer Defensive
24
+ 0.15%
$61.74 - $71.71 $1.48K - $1.72K
15.7K $979K
XOM
Exxon Mobil Corp

Energy
52
+ 0.28%
$105.51 - $125.37 $5.49K - $6.52K
18.6K $2M
NEE
Nextera Energy Inc

Utilities
145
+ 0.95%
$69.77 - $85.43 $10.1K - $12.4K
15.4K $1.1M
ADBE
Adobe Inc.

Technology
16
+ 0.45%
$437.39 - $552.96 $7K - $8.85K
3.53K $1.57M
AMD
Advanced Micro Devices Inc

Technology
97
+ 1.41%
$118.88 - $172.8 $11.5K - $16.8K
6.97K $842K
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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