L.M. Kohn & Company Reduced Holdings in Q1 2025

L.M. Kohn & Company

  • $373 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.82K
- 2.22%
$209.68 - $247.1 $800K - $943K
168K $37.3M
NVDA
Nvidia Corp

Technology
-3.92K
- 2.11%
$106.98 - $149.43 $420K - $586K
182K $19.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.86K
- 3.21%
$190.26 - $242.06 $544K - $692K
86.1K $16.4M
GOOGL
Alphabet Inc.

Communication Services
-707
- 1.55%
$154.33 - $206.19 $109K - $146K
44.8K $6.93M
MSFT
Microsoft Corp

Technology
-517
- 1.93%
$375.39 - $447.2 $194K - $231K
26.2K $9.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.25K
- 11.16%
$468.34 - $539.52 $587K - $676K
9.97K $4.68M
XLK
Technology Sector Spdr

ETFs
-3.31K
- 26.26%
$206.38 - $242.18 $683K - $801K
9.29K $1.92M
HD
Home Depot, Inc.

Consumer Cyclical
-1.97K
- 15.89%
$347.25 - $424.87 $684K - $837K
10.4K $3.82M
ADBE
Adobe Inc.

Technology
-954
- 27.0%
$377.84 - $464.11 $360K - $443K
2.58K $989K
ORCL
Oracle Corp

Technology
-238
- 1.25%
$139.81 - $186.47 $33.3K - $44.4K
18.7K $2.62M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-9.04K
- 40.53%
$49.78 - $53.19 $450K - $481K
13.3K $677K
DIS
Walt Disney CO

Communication Services
-2.48K
- 15.54%
$96.87 - $114.0 $240K - $282K
13.5K $1.33M
BX
Blackstone Inc.

Financial Services
-100
- 0.77%
$136.53 - $186.74 $13.7K - $18.7K
12.9K $1.81M
WDFC
Wd 40 CO

Basic Materials
-1.78K
- 36.17%
$226.67 - $250.92 $402K - $445K
3.13K $764K
UPS
United Parcel Service Inc

Industrials
-2.28K
- 21.24%
$109.66 - $136.26 $250K - $310K
8.45K $929K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-42
- 7.79%
$4295.4 - $5141.88 $180K - $216K
497 $2.29M
COST
Costco Wholesale Corp

Consumer Defensive
-849
- 5.49%
$890.62 - $1076.86 $756K - $914K
14.6K $13.8M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-20
- 0.56%
$111.56 - $223.11 $2.23K - $4.46K
3.53K $394K
UNH
Unitedhealth Group Inc

Healthcare
-707
- 15.87%
$461.52 - $548.18 $326K - $388K
3.75K $1.96M
VGSH
Vanguard

ETFs
-4.93K
- 43.44%
$58.07 - $58.69 $286K - $289K
6.42K $376K
FITB
Fifth Third Bancorp

Financial Services
-2K
- 3.55%
$37.48 - $44.96 $75K - $89.9K
54.4K $2.13M
VEA
Vanguard Ftse Developed Market

ETFs
-6.42K
- 25.16%
$47.4 - $52.99 $304K - $340K
19.1K $971K
LMT
Lockheed Martin Corp

Industrials
-98
- 2.24%
$423.19 - $506.29 $41.5K - $49.6K
4.28K $1.91M
NKE
Nike, Inc.

Consumer Cyclical
-1.48K
- 16.15%
$63.29 - $81.72 $93.9K - $121K
7.7K $489K
MRK
Merck & Co., Inc.

Healthcare
-1.26K
- 13.32%
$83.01 - $101.02 $104K - $127K
8.18K $734K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-3.27K
- 5.96%
$9.59 - $11.83 $31.3K - $38.6K
51.5K $494K
CAT
Caterpillar Inc

Industrials
-144
- 5.44%
$326.75 - $407.63 $47.1K - $58.7K
2.51K $826K
AMAT
Applied Materials Inc

Technology
-256
- 5.27%
$145.06 - $195.51 $37.1K - $50.1K
4.61K $668K
FV
First Trust Dorsey Wright Focu

ETFs
-788
- 5.31%
$53.91 - $63.03 $42.5K - $49.7K
14K $770K
T
At&T Inc.

Communication Services
-9.07K
- 31.35%
$21.56 - $28.28 $196K - $256K
19.9K $561K
TGT
Target Corp

Consumer Defensive
-154
- 6.47%
$103.65 - $142.5 $16K - $21.9K
2.23K $232K
FTCS
First Trust Capital Strength E

ETFs
-935
- 14.61%
$86.39 - $91.35 $80.8K - $85.4K
5.47K $489K
PFE
Pfizer Inc

Healthcare
-987
- 2.6%
$25.01 - $27.13 $24.7K - $26.8K
36.9K $935K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.7K
- 19.87%
$42.5 - $46.71 $72.3K - $79.5K
6.86K $310K
PEP
Pepsico Inc

Consumer Defensive
-204
- 1.19%
$142.64 - $156.42 $29.1K - $31.9K
16.9K $2.54M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.84K
- 22.42%
$37.07 - $40.63 $68.1K - $74.6K
6.36K $250K
XLY
Select Sector Spdr Consumer Di

ETFs
-3
- 0.13%
$192.6 - $233.2 $578 - $700
2.37K $468K
BOTZ
Global X Fds

ETFs
-682
- 5.88%
$28.46 - $34.53 $19.4K - $23.5K
10.9K $310K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-2.59K
- 21.28%
$27.77 - $31.75 $71.8K - $82.1K
9.56K $289K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-334
- 2.85%
$64.88 - $72.1 $21.7K - $24.1K
11.4K $748K
HON
Honeywell International Inc

Industrials
-69
- 2.29%
$202.75 - $226.52 $14K - $15.6K
2.94K $622K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-2.12K
- 9.81%
$25.05 - $25.16 $53.2K - $53.4K
19.5K $490K
CMI
Cummins Inc

Industrials
-63
- 7.11%
$312.92 - $386.07 $19.7K - $24.3K
823 $257K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.37K
- 11.78%
$30.73 - $32.26 $42.2K - $44.3K
10.3K $316K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-441
- 14.15%
$102.5 - $112.02 $45.2K - $49.4K
2.68K $277K
GIS
General Mills Inc

Consumer Defensive
-326
- 5.02%
$57.56 - $65.3 $18.8K - $21.3K
6.17K $368K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-460
- 11.86%
$114.57 - $118.14 $52.7K - $54.3K
3.42K $403K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-65
- 3.28%
$408.78 - $448.82 $26.6K - $29.2K
1.92K $804K
MS
Morgan Stanley

Financial Services
-81
- 2.53%
$111.68 - $141.08 $9.05K - $11.4K
3.12K $364K
Activity Summary
Buys All Purchases 144 New Holdings 30 Increased Positions 114 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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