L.M. Kohn & Company Sells in Q1 2025

L.M. Kohn & Company

  • $373 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
-303
- 1.97%
$66.96 - $76.16 $20.3K - $23.1K
15.1K $1.07M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-131
- 2.05%
$57.21 - $65.8 $7.49K - $8.62K
6.25K $364K
SO
Southern CO

Utilities
-2.13K
- 12.28%
$80.96 - $92.96 $172K - $198K
15.2K $1.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
-36
- 1.22%
$92.45 - $106.69 $3.33K - $3.84K
2.92K $270K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-26
- 3.69%
$497.6 - $606.74 $12.9K - $15.8K
678 $337K
CMCSA
Comcast Corp

Communication Services
-532
- 6.42%
$33.19 - $38.23 $17.7K - $20.3K
7.76K $286K
QCOM
Qualcomm Inc

Technology
-149
- 1.61%
$151.94 - $175.86 $22.6K - $26.2K
9.1K $1.4M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-54
- 0.41%
$75.99 - $81.58 $4.1K - $4.41K
13K $996K
BNDX
Vanguard Total International B

ETFs
-365
- 6.16%
$48.33 - $49.5 $17.6K - $18.1K
5.56K $271K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-325
- 7.75%
$71.17 - $73.66 $23.1K - $23.9K
3.87K $284K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-235
- 7.13%
$76.94 - $78.28 $18.1K - $18.4K
3.06K $239K
F
Ford Motor CO

Consumer Cyclical
-1.78K
- 6.14%
$9.12 - $10.43 $16.2K - $18.6K
27.2K $272K
TXN
Texas Instruments Inc

Technology
-69
- 4.31%
N/A
1.53K $298K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
-35
- 0.17%
$6.12 - $6.74 $214 - $236
21K $128K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
-2.06K
- 6.67%
$3.71 - $3.96 $7.64K - $8.16K
28.8K $107K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
-20
- 0.15%
$11.83 - $13.03 $237 - $261
13.1K $158K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-6
- 0.48%
$196.12 - $229.48 $1.18K - $1.38K
1.23K $249K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
-70
- 0.38%
$3.27 - $3.68 $229 - $258
18.6K $61K
KMB
Kimberly Clark Corp

Consumer Defensive
-159
- 9.49%
$124.46 - $147.4 $19.8K - $23.4K
1.52K $215K
CVS
Cvs Health Corp

Healthcare
-2.05K
- 34.76%
$44.22 - $68.64 $90.7K - $141K
3.85K $260K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-82
- 2.02%
$105.1 - $109.61 $8.62K - $8.99K
3.97K $431K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-28
- 0.24%
$30.71 - $30.87 $860 - $864
11.7K $359K
FTXL
First Tr ETF Vi Nasdaq Semicon
-3
- 0.07%
N/A
4.39K $0
Ea Series Trust Strive Enhanced
-95.7K
- 63.72%
N/A
54.5K $0
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-270
- 0.78%
$3.75 - $4.08 $1.01K - $1.1K
34.2K $132K
ZTS
Zoetis Inc.

Healthcare
-9
- 0.63%
$156.48 - $175.67 $1.41K - $1.58K
1.41K $232K
SYK
Stryker Corp

Healthcare
-68
- 2.61%
$355.18 - $399.9 $24.2K - $27.2K
2.54K $944K
IEF
Ishares Barclays

ETFs
-123
- 1.86%
$91.17 - $95.39 $11.2K - $11.7K
6.5K $620K
YUM
Yum Brands Inc

Consumer Cyclical
-309
- 12.28%
$123.25 - $162.53 $38.1K - $50.2K
2.21K $347K
MA
Mastercard Inc

Financial Services
-363
- 3.67%
$504.67 - $576.31 $183K - $209K
9.53K $5.22M
PDI
Pimco Dynamic Income Fund

Financial Services
-120
- 1.01%
$18.51 - $20.05 $2.22K - $2.41K
11.8K $233K
WMB
Williams Companies, Inc.

Energy
-219
- 4.12%
$54.02 - $61.09 $11.8K - $13.4K
5.09K $304K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-16
- 0.23%
$45.62 - $51.12 $730 - $818
6.98K $355K
MMM
3 M CO

Industrials
-55
- 3.48%
$129.7 - $155.12 $7.13K - $8.53K
1.53K $224K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
-53
- 0.23%
$23.17 - $24.25 $1.23K - $1.29K
23K $556K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-260
- 5.35%
$56.12 - $68.15 $14.6K - $17.7K
4.6K $311K
UNP
Union Pacific Corp

Industrials
-76
- 1.53%
$225.21 - $254.42 $17.1K - $19.3K
4.89K $1.16M
CSCO
Cisco Systems, Inc.

Technology
-111
- 0.8%
$58.74 - $64.87 $6.52K - $7.2K
13.8K $850K
DE
Deere & CO

Industrials
-157
- 7.01%
$408.57 - $509.27 $64.1K - $80K
2.08K $978K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-227
- 1.1%
$47.08 - $50.67 $10.7K - $11.5K
20.4K $1.03M
GE
General Electric CO

Industrials
-50
- 4.05%
$168.59 - $212.13 $8.43K - $10.6K
1.19K $237K
AEP
American Electric Power CO Inc

Utilities
-93
- 3.56%
$90.32 - $109.27 $8.4K - $10.2K
2.52K $275K
PLTR
Palantir Technologies Inc.

Technology
-195
- 2.68%
$64.98 - $124.62 $12.7K - $24.3K
7.08K $597K
IBM
International Business Machines Corp

Technology
-69
- 3.05%
$217.4 - $264.74 $15K - $18.3K
2.19K $545K
LVHI
Franklin International Low Vol

ETFs
-68
- 0.2%
$30.53 - $32.85 $2.08K - $2.23K
33.4K $1.08M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-39
- 0.15%
$36.6 - $39.56 $1.43K - $1.54K
25.5K $989K
VZ
Verizon Communications Inc

Communication Services
-1.12K
- 5.38%
$37.81 - $46.49 $42.2K - $51.9K
19.7K $891K
AMT
American Tower Corp

Real Estate
-113
- 4.15%
$173.46 - $217.6 $19.6K - $24.6K
2.61K $567K
DUK
Duke Energy Corp

Utilities
-193
- 2.69%
$105.87 - $121.97 $20.4K - $23.5K
6.99K $852K
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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