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L.m. Kohn & Company

Latest statistics and disclosures from L.m. Kohn & Company's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, GABC, AMZN, COST, and represent 28.50% of L.m. Kohn & Company's stock portfolio.
Added to shares of these 10 stocks: SPLV, SPHD, XLK, TLT, AVGO, IGSB, USFR, SPTI, XLP, BUFR.
Started 43 new stock positions in XLRE, FCX, IAK, LHX, FGB, PPLT, PFFD, VEU, MUB, SDVY.
Reduced shares in these 10 stocks: BIL, SPY, FTGC, MTUM, RSP, PG, MDY, , , .
Sold out of its positions in EXPD, FDN, QTEC, FVD, FDD, FEM, EMLP, FPE, FTGC, IDXX.
L.m. Kohn & Company was a net buyer of stock by $6.3M.
L.m. Kohn & Company has $395M in assets under management (AUM), dropping by 6.81%.
Central Index Key (CIK): 0000870260

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Portfolio Holdings for L.m. Kohn & Company

L.m. Kohn & Company holds 285 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	10.3	$41M		174k	233.00	View chart
Nvidia Corporation Common Stock (NVDA)	5.7	$23M	+2%	186k	121.44	View chart
German Amern Bancorp Common Stock (GABC)	4.8	$19M		492k	38.75	View chart
Amazon Common Stock (AMZN)	4.2	$17M	-2%	88k	186.33	View chart
Costco Whsl Corp Common Stock (COST)	3.5	$14M		16k	886.50	View chart
Microsoft Corp Common Stock (MSFT)	3.0	$12M	+2%	27k	430.30	View chart
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)	2.7	$11M	-13%	18k	573.76	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	1.9	$7.5M		16k	460.26	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	1.9	$7.4M	-3%	45k	165.85	View chart
Spdr Ser Tr Bloomberg 1-3 Mo Exchange Traded Fund (BIL)	1.7	$6.8M	-27%	74k	91.81	View chart
Wisdomtree Tr Floatng Rat Trea Exchange Traded Fund (USFR)	1.6	$6.3M	+15%	126k	50.22	View chart
Vanguard Index Fds Total Stk Mkt Exchange Traded Fund (VTI)	1.5	$5.8M		20k	283.16	View chart
Visa Inc Com Cl A Common Stock (V)	1.3	$5.3M	+2%	19k	274.95	View chart
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)	1.3	$5.1M		9.7k	527.65	View chart
Home Depot Common Stock (HD)	1.3	$5.1M	+3%	13k	405.21	View chart
Mastercard Incorporated Cl A Common Stock (MA)	1.3	$5.0M	+6%	10k	493.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered Exchange Traded Fund (BUFR)	1.1	$4.5M	+12%	150k	29.89	View chart
Jpmorgan Chase & Co Common Stock (JPM)	1.0	$3.8M		18k	210.86	View chart
First Tr Exchange-traded Fd Risng Divd Achiv Exchange Traded Fund (RDVY)	0.8	$3.1M	-9%	52k	59.21	View chart
Oracle Corp Common Stock (ORCL)	0.8	$3.1M	+3%	18k	170.40	View chart
Unitedhealth Group Common Stock (UNH)	0.7	$2.9M		5.0k	584.65	View chart
Pepsico Common Stock (PEP)	0.7	$2.9M		17k	170.05	View chart
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)	0.7	$2.8M	-12%	5.8k	488.04	View chart
Select Sector Spdr Tr Technology Exchange Traded Fund (XLK)	0.7	$2.8M	+95%	12k	225.76	View chart
Procter And Gamble Common Stock (PG)	0.7	$2.7M	-23%	16k	173.21	View chart
Lockheed Martin Corp Common Stock (LMT)	0.7	$2.6M	+2%	4.5k	584.53	View chart
Abbvie Common Stock (ABBV)	0.7	$2.6M		13k	197.48	View chart
Flexshares Tr Us Quality Cap Exchange Traded Fund (QLC)	0.7	$2.6M	+7%	40k	65.04	View chart
Walmart Common Stock (WMT)	0.6	$2.5M	+6%	31k	80.75	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Exchange Traded Fund (SPHD)	0.6	$2.5M	+147%	49k	50.57	View chart
Fifth Third Bancorp Common Stock (FITB)	0.6	$2.4M		56k	42.84	View chart
Eli Lilly & Co Common Stock (LLY)	0.6	$2.4M	+13%	2.7k	885.83	View chart
Salesforce Common Stock (CRM)	0.6	$2.3M		8.3k	273.70	View chart
Booking Holdings Common Stock (BKNG)	0.6	$2.3M		539.00	4212.22	View chart
Exxon Mobil Corp Common Stock (XOM)	0.6	$2.2M		19k	117.22	View chart
Blackstone Common Stock (BX)	0.5	$2.0M		13k	153.13	View chart
Vanguard Specialized Funds Div App Etf Exchange Traded Fund (VIG)	0.5	$2.0M	+30%	10k	198.06	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$2.0M	-4%	12k	162.06	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.5	$1.9M	+11%	3.3k	572.36	View chart
Adobe Common Stock (ADBE)	0.5	$1.8M		3.5k	517.78	View chart
Servicenow Common Stock (NOW)	0.4	$1.7M	+3%	1.9k	894.39	View chart
Disney Walt Common Stock (DIS)	0.4	$1.7M	+3%	17k	96.19	View chart
Qualcomm Common Stock (QCOM)	0.4	$1.6M	+7%	9.6k	170.05	View chart
Spdr Ser Tr Portfli Intrmdit Exchange Traded Fund (SPTI)	0.4	$1.6M	+84%	56k	29.06	View chart
Mcdonalds Corp Common Stock (MCD)	0.4	$1.6M	+3%	5.3k	304.50	View chart
United Parcel Service Inc Cl B Common Stock (UPS)	0.4	$1.6M	-3%	12k	136.34	View chart
Southern Common Stock (SO)	0.4	$1.6M	+9%	18k	90.18	View chart
Ishares Tr Msci India Etf Exchange Traded Fund (INDA)	0.4	$1.6M	+6%	27k	58.53	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol Exchange Traded Fund (SPLV)	0.4	$1.5M	NEW	21k	71.73	View chart
First Tr Exchange-traded Fd First Tr Enh Exchange Traded Fund (FTSM)	0.4	$1.5M	+9%	25k	59.87	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt Exchange Traded Fund (VEA)	0.4	$1.5M	-4%	29k	52.81	View chart
Select Sector Spdr Tr Sbi Int-utils Exchange Traded Fund (XLU)	0.4	$1.5M	-13%	19k	80.78	View chart
Spdr Ser Tr Portfolio Sh Tsr Exchange Traded Fund (SPTS)	0.4	$1.5M		51k	29.41	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.4	$1.5M		6.6k	220.88	View chart
Ishares Tr 20 Yr Tr Bd Etf Exchange Traded Fund (TLT)	0.4	$1.4M	+257%	15k	98.10	View chart
Select Sector Spdr Tr Sbi Cons Stpls Exchange Traded Fund (XLP)	0.4	$1.4M	+58%	17k	83.00	View chart
Tesla Common Stock (TSLA)	0.4	$1.4M	+8%	5.3k	261.63	View chart
Spdr Ser Tr Prtflo S&p500 Gw Exchange Traded Fund (SPYG)	0.4	$1.4M		17k	82.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt Exchange Traded Fund (RSP)	0.3	$1.3M	-40%	7.3k	179.16	View chart
Parker-hannifin Corp Common Stock (PH)	0.3	$1.3M		2.1k	631.82	View chart
WD 40 Common Stock (WDFC)	0.3	$1.3M		5.0k	257.88	View chart
Nextera Energy Common Stock (NEE)	0.3	$1.3M	+6%	15k	84.53	View chart
Lowes Cos Common Stock (LOW)	0.3	$1.3M	-17%	4.7k	270.87	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.3	$1.2M		7.4k	167.18	View chart
Union Pac Corp Common Stock (UNP)	0.3	$1.2M	+4%	4.9k	246.49	View chart
Philip Morris Intl Common Stock (PM)	0.3	$1.2M	+37%	9.8k	121.40	View chart
Ishares Tr Msci Usa Qlt Fct Exchange Traded Fund (QUAL)	0.3	$1.2M	+52%	6.5k	179.31	View chart
Merck & Co Common Stock (MRK)	0.3	$1.1M		10k	113.56	View chart
Coca Cola Common Stock (KO)	0.3	$1.1M	+15%	16k	71.86	View chart
Advanced Micro Devices Common Stock (AMD)	0.3	$1.1M	+12%	6.9k	164.08	View chart
Paychex Common Stock (PAYX)	0.3	$1.1M	+3%	8.4k	134.19	View chart
Broadcom Common Stock (AVGO)	0.3	$1.1M	+991%	6.5k	172.49	View chart
Deere & Co Common Stock (DE)	0.3	$1.1M	-5%	2.6k	417.27	View chart
Chevron Corp Common Stock (CVX)	0.3	$1.1M	+4%	7.4k	147.28	View chart
Vanguard Index Fds Real Estate Etf Exchange Traded Fund (VNQ)	0.3	$1.1M	+8%	11k	97.42	View chart
First Tr Exchange Traded Fd Dj Glbl Divid Exchange Traded Fund (FGD)	0.3	$1.1M		44k	24.35	View chart
Pfizer Common Stock (PFE)	0.3	$1.1M	+14%	36k	28.94	View chart
Spdr Ser Tr Prtflo S&p500 Vl Exchange Traded Fund (SPYV)	0.3	$1.0M	-30%	20k	52.86	View chart
Caterpillar Common Stock (CAT)	0.3	$1.0M	+8%	2.7k	391.15	View chart
Spdr Ser Tr Portfoli S&p1500 Exchange Traded Fund (SPTM)	0.3	$1.0M	+16%	15k	70.06	View chart
Applied Matls Common Stock (AMAT)	0.3	$1.0M		5.1k	202.06	View chart
Spdr Ser Tr Bbg Conv Sec Etf Exchange Traded Fund (CWB)	0.3	$1.0M	-24%	14k	76.59	View chart
Select Sector Spdr Tr Sbi Healthcare Exchange Traded Fund (XLV)	0.3	$1.0M	+2%	6.7k	154.02	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.3	$1.0M	-2%	4.9k	207.61	View chart
Legg Mason Etf Invt Franklin Intl Lw Exchange Traded Fund (LVHI)	0.3	$1.0M		33k	31.08	View chart
Uber Technologies Common Stock (UBER)	0.3	$1.0M	+18%	13k	75.16	View chart
Stryker Corporation Common Stock (SYK)	0.3	$1.0M		2.8k	361.26	View chart
Csx Corp Common Stock (CSX)	0.3	$993k		29k	34.53	View chart
Flexshares Tr Mornstar Upstr Exchange Traded Fund (GUNR)	0.2	$966k	+2%	23k	41.25	View chart
Realty Income Corp Common Stock (O)	0.2	$959k		15k	63.42	View chart
Verizon Communications Common Stock (VZ)	0.2	$926k		21k	44.91	View chart
Wisdomtree Tr India Erngs Exchange Traded Fund (EPI)	0.2	$925k	+12%	18k	50.46	View chart
Goldman Sachs Group Common Stock (GS)	0.2	$905k		1.8k	495.07	View chart
Ishares Tr Ishs 1-5yr Invs Exchange Traded Fund (IGSB)	0.2	$902k	NEW	17k	52.66	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.2	$893k	+2%	4.8k	184.86	View chart
Global X Fds 1-3 Month T-bill Exchange Traded Fund (CLIP)	0.2	$889k	-5%	8.9k	100.50	View chart
Blackrock Common Stock (BLK)	0.2	$889k	-9%	936.00	950.00	View chart
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)	0.2	$886k	+34%	1.5k	576.77	View chart
Sherwin Williams Common Stock (SHW)	0.2	$886k	+19%	2.3k	381.69	View chart
First Tr Exchange Traded Fd Nasdaq Cyb Etf Exchange Traded Fund (CIBR)	0.2	$849k		14k	59.23	View chart
Spdr Dow Jones Indl Average Ut Ser 1 Exchange Traded Fund (DIA)	0.2	$848k	-2%	2.0k	423.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered Exchange Traded Fund (BUFD)	0.2	$844k	+2%	34k	25.04	View chart
Vanguard Index Fds Extend Mkt Etf Exchange Traded Fund (VXF)	0.2	$841k	+10%	4.6k	182.01	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis Exchange Traded Fund (FIXD)	0.2	$834k	+20%	18k	45.24	View chart
First Tr Exchange-traded Fd Dorsey Wrt 5 Etf Exchange Traded Fund (FV)	0.2	$819k	-18%	14k	58.27	View chart
Nike Inc Cl B Common Stock (NKE)	0.2	$798k	+2%	9.0k	88.40	View chart
Ishares Tr 7-10 Yr Trsy Bd Exchange Traded Fund (IEF)	0.2	$795k	+34%	8.1k	98.12	View chart
Select Sector Spdr Tr Energy Exchange Traded Fund (XLE)	0.2	$795k	-7%	9.1k	87.80	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$792k	+10%	6.9k	115.30	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp Exchange Traded Fund (MDY)	0.2	$780k	-51%	1.4k	569.48	View chart
Ishares Tr Core S&p Scp Etf Exchange Traded Fund (IJR)	0.2	$779k	+63%	6.7k	116.96	View chart
Valero Energy Corp Common Stock (VLO)	0.2	$763k		5.7k	135.02	View chart
Oreilly Automotive Common Stock (ORLY)	0.2	$753k		654.00	1151.60	View chart
Cisco Sys Common Stock (CSCO)	0.2	$741k	-10%	14k	53.22	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.2	$732k	+2%	13k	57.62	View chart
Proshares Tr S&p Mdcp 400 Div Exchange Traded Fund (REGL)	0.2	$713k	+2%	8.7k	81.78	View chart
Linde Common Stock (LIN)	0.2	$705k	+4%	1.5k	477.00	View chart
Amgen Common Stock (AMGN)	0.2	$701k		2.2k	322.27	View chart
Spdr Ser Tr Portfolio S&p500 Exchange Traded Fund (SPLG)	0.2	$689k	+7%	10k	67.51	View chart
Vanguard Scottsdale Fds Short Term Treas Exchange Traded Fund (VGSH)	0.2	$688k		12k	59.02	View chart
Spdr Ser Tr Prtflo S&p500 Hi Exchange Traded Fund (SPYD)	0.2	$686k		15k	45.65	View chart
Ishares Tr Iboxx Inv Cp Etf Exchange Traded Fund (LQD)	0.2	$684k	+64%	6.1k	112.99	View chart
Select Sector Spdr Tr Financial Exchange Traded Fund (XLF)	0.2	$655k		15k	45.32	View chart
American Tower Corp Common Stock (AMT)	0.2	$645k		2.8k	232.58	View chart
Cvs Health Corp Common Stock (CVS)	0.2	$642k	-25%	10k	62.88	View chart
Calamos Conv Opportunities & Sh Ben Int Common Stock (CHI)	0.2	$642k		55k	11.64	View chart
At&t Common Stock (T)	0.2	$631k	+47%	29k	22.00	View chart
Honeywell Intl Common Stock (HON)	0.2	$618k	+2%	3.0k	206.68	View chart
Palo Alto Networks Common Stock (PANW)	0.2	$612k	-5%	1.8k	341.80	View chart
Sysco Corp Common Stock (SYY)	0.2	$604k	+2%	7.7k	78.06	View chart
First Tr Exchange-traded Fd Cap Strength Etf Exchange Traded Fund (FTCS)	0.2	$599k	-9%	6.6k	90.79	View chart
Brown Forman Corp Cl B Common Stock (BF.B)	0.2	$594k		12k	49.20	View chart
Proshares Tr Russ 2000 Divd Exchange Traded Fund (SMDV)	0.1	$591k	+5%	8.5k	69.26	View chart
Boeing Common Stock (BA)	0.1	$583k		3.8k	152.05	View chart
Deckers Outdoor Corp Common Stock (DECK)	0.1	$566k	+598%	3.6k	159.45	View chart
Altria Group Common Stock (MO)	0.1	$548k	-4%	11k	51.04	View chart
Vanguard Index Fds Mid Cap Etf Exchange Traded Fund (VO)	0.1	$546k	+55%	2.1k	263.88	View chart
Ishares Tr Ibonds Dec25 Etf Exchange Traded Fund (IBDQ)	0.1	$543k	+41%	22k	25.10	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm Exchange Traded Fund (SPMO)	0.1	$537k	-43%	5.9k	90.64	View chart
Rtx Corporation Common Stock (RTX)	0.1	$526k		4.3k	121.16	View chart
Kkr & Co Common Stock (KKR)	0.1	$521k	+11%	4.0k	130.58	View chart
Proshares Tr S&p 500 Dv Arist Exchange Traded Fund (NOBL)	0.1	$511k	+7%	4.8k	106.76	View chart
Crowdstrike Hldgs Inc Cl A Common Stock (CRWD)	0.1	$507k	+121%	1.8k	280.47	View chart
Flexshares Tr Iboxx 5yr Trgt Exchange Traded Fund (TDTF)	0.1	$506k		21k	24.10	View chart
Emerson Elec Common Stock (EMR)	0.1	$505k		4.6k	109.36	View chart
Iron Mtn Inc Del Common Stock (IRM)	0.1	$504k	-5%	4.2k	118.83	View chart
Interpublic Group Cos Common Stock (IPG)	0.1	$501k		16k	31.63	View chart
International Business Machs Common Stock (IBM)	0.1	$495k	+12%	2.2k	221.10	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$494k		798.00	618.95	View chart
First Tr Exchange Traded Fd Utilities Alph Exchange Traded Fund (FXU)	0.1	$491k	+30%	13k	38.48	View chart
General Mls Common Stock (GIS)	0.1	$479k	+13%	6.5k	73.84	View chart
Select Sector Spdr Tr Sbi Cons Discr Exchange Traded Fund (XLY)	0.1	$476k		2.4k	200.37	View chart
First Tr Exchange Traded Fd Hlth Care Alph Exchange Traded Fund (FXH)	0.1	$475k	-23%	4.2k	111.86	View chart
Vanguard Index Fds Growth Etf Exchange Traded Fund (VUG)	0.1	$473k	+34%	1.2k	383.86	View chart
First Tr Exchange-traded Fd Nasdq Semcndtr Exchange Traded Fund (FTXL)	0.1	$470k	-3%	5.0k	93.28	View chart
Spdr Ser Tr Portfolio Ln Tsr Exchange Traded Fund (SPTL)	0.1	$464k	+12%	16k	29.07	View chart
M & T Bk Corp Common Stock (MTB)	0.1	$461k	-5%	2.6k	178.14	View chart
The Trade Desk Inc Com Cl A Common Stock (TTD)	0.1	$460k	+41%	4.2k	109.65	View chart
Select Sector Spdr Tr Rl Est Sel Sec Exchange Traded Fund (XLRE)	0.1	$459k	NEW	10k	44.67	View chart
Spdr Index Shs Fds Portfolio Emg Mk Exchange Traded Fund (SPEM)	0.1	$459k	NEW	11k	41.28	View chart
Bce Common Stock (BCE)	0.1	$448k	-4%	13k	34.80	View chart
Diageo Common Stock (DEO)	0.1	$448k		3.2k	140.35	View chart
Cintas Corp Common Stock (CTAS)	0.1	$440k	NEW	2.1k	205.88	View chart
Vanguard Index Fds Value Etf Exchange Traded Fund (VTV)	0.1	$436k	+5%	2.5k	174.58	View chart
Ishares Tr 1 3 Yr Treas Bd Exchange Traded Fund (SHY)	0.1	$424k	+4%	5.1k	83.15	View chart
Hancock John Finl Opptys Fd Sh Ben Int Common Stock (BTO)	0.1	$421k	+3%	13k	33.16	View chart
Murphy Usa Common Stock (MUSA)	0.1	$420k	+36%	853.00	492.87	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Fund (IJH)	0.1	$411k	+7%	6.6k	62.32	View chart
Bristol-myers Squibb Common Stock (BMY)	0.1	$401k	-3%	7.8k	51.74	View chart
First Tr S&p Reit Index Exchange Traded Fund (FRI)	0.1	$400k	NEW	14k	29.64	View chart
Yum Brands Common Stock (YUM)	0.1	$399k	+3%	2.9k	139.70	View chart
Global X Fds Rbtcs Artfl Inte Exchange Traded Fund (BOTZ)	0.1	$397k	+9%	12k	32.15	View chart
Ark Etf Tr Innovation Etf Exchange Traded Fund (ARKK)	0.1	$392k	-9%	8.2k	47.53	View chart
Ishares Tr Pfd And Incm Sec Exchange Traded Fund (PFF)	0.1	$387k	+4%	12k	33.23	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.1	$387k	-2%	9.3k	41.77	View chart
Innovator Etfs Trust S&p Invt Grd P Exchange Traded Fund (EPRF)	0.1	$385k	+6%	20k	19.65	View chart
Global X Fds Clean Wtr Etf Exchange Traded Fund (AQWA)	0.1	$376k		20k	18.51	View chart
First Tr Exchange-traded Fd Alerian Us Nxtgn Exchange Traded Fund (RBLD)	0.1	$375k		5.5k	67.74	View chart
Vanguard Bd Index Fds Total Bnd Mrkt Exchange Traded Fund (BND)	0.1	$374k	+6%	5.0k	75.11	View chart
Kraneshares Trust Quadrtc Int Rt Exchange Traded Fund (IVOL)	0.1	$371k	NEW	19k	19.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Exchange Traded Fund (VWO)	0.1	$369k	+62%	7.7k	47.85	View chart
Target Corp Common Stock (TGT)	0.1	$366k	-5%	2.3k	155.83	View chart
Pacer Fds Tr Lunt Lrgcp Multi Common Stock (PALC)	0.1	$362k	+17%	7.3k	49.54	View chart
Goldman Sachs Physical Gold Unit Exchange Traded Fund (AAAU)	0.1	$360k	NEW	14k	26.02	View chart
Gaming & Leisure Pptys Common Stock (GLPI)	0.1	$360k		7.0k	51.45	View chart
Mondelez Intl Inc Cl A Common Stock (MDLZ)	0.1	$360k	+9%	4.9k	73.67	View chart
Spdr Ser Tr Nuveen Blmbrg Mu Exchange Traded Fund (TFI)	0.1	$357k		7.6k	46.83	View chart
Dow Common Stock (DOW)	0.1	$344k	+4%	6.3k	54.63	View chart
Ssga Active Etf Tr Blackstone Senr Exchange Traded Fund (SRLN)	0.1	$343k	-2%	8.2k	41.76	View chart
Transdigm Group Common Stock (TDG)	0.1	$343k		240.00	1427.13	View chart
Alps Etf Tr Alerian M Exchange Traded Fund (AMLP)	0.1	$341k	NEW	7.2k	47.13	View chart
Columbia Seligm Prem Tech Gr Common Stock (STK)	0.1	$338k		10k	33.49	View chart
Wisdomtree Tr Us Quality Grow Exchange Traded Fund (QGRW)	0.1	$335k	-45%	7.3k	45.62	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Common Stock (SUN)	0.1	$333k		6.2k	53.68	View chart
Ishares Tr Ibonds Dec24 Etf Exchange Traded Fund (IBDP)	0.1	$331k	+30%	13k	25.21	View chart
Ford Mtr Common Stock (F)	0.1	$330k	+17%	31k	10.56	View chart
Autozone Common Stock (AZO)	0.1	$325k	+24%	103.00	3150.04	View chart
Texas Instrs Common Stock (TXN)	0.1	$317k	+3%	1.5k	206.51	View chart
Morgan Stanley Common Stock (MS)	0.1	$315k	+12%	3.0k	104.26	View chart
Wisdomtree Tr Itl Hdg Qtly Div Exchange Traded Fund (IHDG)	0.1	$308k	-15%	6.7k	45.70	View chart
First Tr Morningstar Divid L Exchange Traded Fund (FDL)	0.1	$305k	-55%	7.3k	41.95	View chart
Abrdn Platinum Etf Trust Physcl Platm Exchange Traded Fund (PPLT)	0.1	$300k	NEW	3.3k	89.80	View chart
Vanguard Charlotte Fds Total Int Bd Etf Exchange Traded Fund (BNDX)	0.1	$300k	+7%	6.0k	50.28	View chart
Centene Corp Del Common Stock (CNC)	0.1	$297k		3.9k	75.28	View chart
Vanguard Index Fds Small Cp Etf Exchange Traded Fund (VB)	0.1	$290k	+18%	1.2k	237.16	View chart
Spdr Ser Tr Bloomberg Invt Exchange Traded Fund (FLRN)	0.1	$287k	-6%	9.3k	30.85	View chart
Blackrock Health Sciences Tr Common Stock (BME)	0.1	$285k	-4%	6.8k	41.93	View chart
Cummins Common Stock (CMI)	0.1	$283k		873.00	323.87	View chart
Ishares Tr S&p 500 Grwt Etf Exchange Traded Fund (IVW)	0.1	$283k	+22%	3.0k	95.75	View chart
Williams Cos Common Stock (WMB)	0.1	$282k	+6%	6.2k	45.65	View chart
Zoetis Inc Cl A Common Stock (ZTS)	0.1	$278k		1.4k	195.40	View chart
Global X Fds Artificial Etf Exchange Traded Fund (AIQ)	0.1	$277k	+7%	7.4k	37.17	View chart
Trane Technologies Common Stock (TT)	0.1	$276k		709.00	388.77	View chart
Enbridge Common Stock (ENB)	0.1	$273k		6.7k	40.61	View chart
Vanguard Intl Equity Index F Allwrld Ex Us Exchange Traded Fund (VEU)	0.1	$272k	NEW	4.3k	63.00	View chart
Ishares Tr New Zealand Etf Exchange Traded Fund (ENZL)	0.1	$271k	NEW	5.5k	49.41	View chart
Spdr Gold Tr Gold Exchange Traded Fund (GLD)	0.1	$271k	-8%	1.1k	243.06	View chart
Ishares Tr Rus 1000 Grw Etf Exchange Traded Fund (IWF)	0.1	$269k	-7%	717.00	375.21	View chart
Ishares Tr Core Us Aggbd Et Exchange Traded Fund (AGG)	0.1	$263k	NEW	2.6k	101.28	View chart
Abbott Labs Common Stock (ABT)	0.1	$263k	+12%	2.3k	114.03	View chart
J P Morgan Exchange Traded F Equity Premium Exchange Traded Fund (JEPI)	0.1	$262k		4.4k	59.50	View chart
Vanguard Star Fds Vg Tl Intl Stk F Exchange Traded Fund (VXUS)	0.1	$261k	-14%	4.0k	64.74	View chart
Calamos Conv & High Income F Common Stock (CHY)	0.1	$261k		22k	11.93	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income Exchange Traded Fund (EIPI)	0.1	$261k		14k	19.35	View chart
Chewy Inc Cl A Common Stock (CHWY)	0.1	$261k	NEW	8.9k	29.29	View chart
Vanguard Bd Index Fds Short Trm Bond Exchange Traded Fund (BSV)	0.1	$260k	+4%	3.3k	78.69	View chart
Ge Aerospace Common Stock (GE)	0.1	$255k	NEW	1.4k	188.59	View chart
American Elec Pwr Common Stock (AEP)	0.1	$254k		2.5k	102.60	View chart
Energy Transfer L P Com Ut Ltd Ptn Common Stock (ET)	0.1	$253k		16k	16.05	View chart
Spdr Ser Tr S&p Biotech Exchange Traded Fund (XBI)	0.1	$252k		2.5k	98.81	View chart
Ishares Tr Msci Usa Mmentm Exchange Traded Fund (MTUM)	0.1	$251k	-79%	1.2k	202.76	View chart
Mfs Charter Income Tr Sh Ben Int Exchange Traded Fund (MCR)	0.1	$251k	+27%	38k	6.57	View chart
Ishares Tr U.s. Insrnce Etf Exchange Traded Fund (IAK)	0.1	$250k	NEW	1.9k	129.05	View chart
Aflac Common Stock (AFL)	0.1	$249k	NEW	2.2k	111.78	View chart
Ameren Corp Common Stock (AEE)	0.1	$248k		2.8k	87.47	View chart
Norfolk Southn Corp Common Stock (NSC)	0.1	$243k		977.00	248.53	View chart
First Tr Exchange-traded Fd Wtr Etf Exchange Traded Fund (FIW)	0.1	$240k	-7%	2.2k	109.33	View chart
First Tr Exchange Traded Fd Cloud Computing Exchange Traded Fund (SKYY)	0.1	$240k	-16%	2.3k	102.27	View chart
Colgate Palmolive Common Stock (CL)	0.1	$240k		2.3k	103.79	View chart
Canadian Imperial Bk Comm Common Stock (CM)	0.1	$237k	NEW	3.9k	61.34	View chart
Ishares Tr Micro-cap Etf Exchange Traded Fund (IWC)	0.1	$236k		1.9k	123.32	View chart
Pimco Dynamic Income Exchange Traded Fund (PDI)	0.1	$236k	-10%	12k	20.27	View chart
Freeport-mcmoran Inc Cl B Common Stock (FCX)	0.1	$236k	NEW	4.7k	49.92	View chart
Public Storage Oper Common Stock (PSA)	0.1	$235k	NEW	645.00	363.98	View chart
Eaton Corp Common Stock (ETN)	0.1	$234k		705.00	331.47	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.1	$232k		11k	22.09	View chart
Kimberly-clark Corp Common Stock (KMB)	0.1	$231k	NEW	1.6k	142.31	View chart
First Tr Exchange-traded Fd Smid Risng Etf Exchange Traded Fund (SDVY)	0.1	$230k	NEW	6.3k	36.38	View chart
First Tr Exchange Traded Fd Nasdq Cln Edge Exchange Traded Fund (GRID)	0.1	$227k	NEW	1.8k	127.25	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity Exchange Traded Fund (RSJN)	0.1	$226k		7.0k	32.21	View chart
First Tr Exchange-traded Fd Multi Asset Di Exchange Traded Fund (MDIV)	0.1	$224k	NEW	13k	16.63	View chart
Ppg Inds Common Stock (PPG)	0.1	$223k	+4%	1.7k	132.48	View chart
Marathon Pete Corp Common Stock (MPC)	0.1	$222k	-2%	1.4k	162.96	View chart
Global X Fds Glbl X Mlp Etf Exchange Traded Fund (MLPA)	0.1	$218k		4.5k	47.98	View chart
H & E Equipment Services Common Stock (HEES)	0.1	$217k	NEW	4.5k	48.68	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.1	$217k		206.00	1051.24	View chart
Cardinal Health Common Stock (CAH)	0.1	$216k	NEW	2.0k	110.53	View chart
Oneok Common Stock (OKE)	0.1	$215k	NEW	2.4k	91.13	View chart
First Tr Exchange-traded Fd Ft Vest S&p 500 Exchange Traded Fund (KNG)	0.1	$209k	-57%	3.8k	54.48	View chart
3M Common Stock (MMM)	0.1	$209k	NEW	1.5k	136.68	View chart
Republic Svcs Common Stock (RSG)	0.1	$209k	NEW	1.0k	200.87	View chart
Global X Fds Us Pfd Etf Exchange Traded Fund (PFFD)	0.1	$209k	NEW	10k	20.78	View chart
Eaton Vance Tax-managed Dive Exchange Traded Fund (ETY)	0.1	$209k	+28%	14k	14.65	View chart
Select Sector Spdr Tr Indl Exchange Traded Fund (XLI)	0.1	$208k	NEW	1.5k	135.44	View chart
Newmont Corp Common Stock (NEM)	0.1	$205k	NEW	3.8k	53.45	View chart
Ishares Tr Grwt Allocat Etf Exchange Traded Fund (AOR)	0.1	$204k	NEW	3.4k	59.24	View chart
L3harris Technologies Common Stock (LHX)	0.1	$202k	NEW	850.00	237.87	View chart
General Dynamics Corp Common Stock (GD)	0.1	$201k	NEW	665.00	302.40	View chart
Ishares Tr National Mun Etf Exchange Traded Fund (MUB)	0.1	$201k	NEW	1.9k	108.63	View chart
Oxford Lane Cap Corp Common Stock (OXLC)	0.0	$175k	NEW	33k	5.24	View chart
Cohen & Steers Closed-end Op Common Stock (FOF)	0.0	$174k		13k	13.00	View chart
Calamos Gbl Dyn Income Fund Common Stock (CHW)	0.0	$164k		23k	7.17	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int Common Stock (AWP)	0.0	$160k		35k	4.62	View chart
Nuveen Amt Free Qlty Mun Exchange Traded Fund (NEA)	0.0	$158k	NEW	13k	11.97	View chart
Madison Covered Call & Equit Common Stock (MCN)	0.0	$157k	+29%	22k	7.12	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int Exchange Traded Fund (GGN)	0.0	$137k		32k	4.28	View chart
Eaton Vance Tax-managed Glob Exchange Traded Fund (ETW)	0.0	$125k	NEW	14k	8.68	View chart
Gabelli Conv & Inc Secs Fd I Closed End Fund (GCV)	0.0	$121k		33k	3.67	View chart
Gamco Nat Res Gold & Income Sh Ben Int Exchange Traded Fund (GNT)	0.0	$103k		18k	5.87	View chart
High Income Secs Fd Shs Ben Int Exchange Traded Fund (PCF)	0.0	$94k	NEW	14k	6.83	View chart
Neuberger Berman Real Estate Common Stock (NRO)	0.0	$81k	-7%	20k	4.11	View chart
Mfs Govt Mkts Income Tr Sh Ben Int Exchange Traded Fund (MGF)	0.0	$78k	NEW	24k	3.31	View chart
Mfs Inter Income Tr Sh Ben Int Exchange Traded Fund (MIN)	0.0	$63k	-26%	23k	2.72	View chart
First Tr Specialty Fin & Fin Com Ben Intr Exchange Traded Fund (FGB)	0.0	$48k	NEW	12k	4.07	View chart
Mfs Inter High Income Fd Sh Ben Int Exchange Traded Fund (CIF)	0.0	$29k	NEW	16k	1.78	View chart

Past Filings by L.m. Kohn & Company

SEC 13F filings are viewable for L.m. Kohn & Company going back to 2022

L.m. Kohn & Company 2024 Q3 filed Nov. 14, 2024
L.m. Kohn & Company 2024 Q2 filed July 31, 2024
L.m. Kohn & Company 2024 Q1 filed April 25, 2024
L.m. Kohn & Company 2023 Q4 filed Feb. 9, 2024
L.m. Kohn & Company 2023 Q3 filed Nov. 6, 2023
L.m. Kohn & Company 2023 Q2 filed Aug. 8, 2023
L.m. Kohn & Company 2023 Q1 filed May 8, 2023
L.m. Kohn & Company 2022 Q4 filed Feb. 8, 2023
L.m. Kohn & Company 2022 Q3 filed Oct. 19, 2022
L.m. Kohn & Company 2022 Q2 filed Aug. 5, 2022
L.m. Kohn & Company 2022 Q1 filed May 25, 2022

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