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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, GABC, AMZN, NVDA, COST, and represent 26.27% of L.m. Kohn & Company's stock portfolio.
Added to shares of these 10 stocks: BUFR, MSFT, WMT, FTSM, RDVY, SPHB, MTUM, VTI, VOO, SPY.
Started 36 new stock positions in VUG, AGG, FXG, PANW, EMLP, CL, ITB, SHY, CALF, IWO.
Reduced shares in these 10 stocks: BIL, USFR, GABC, URA, BF.B, IHDG, FTXL, BUG, XLU, AAAU.
Sold out of its positions in FTXL, GCV, BUG, URA, AAAU, SPLV, MUB, ITA, MPW.
L.m. Kohn & Company was a net buyer of stock by $22M.
L.m. Kohn & Company has $356M in assets under management (AUM), dropping by 13.59%.
Central Index Key (CIK): 0000870260

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Portfolio Holdings for L.m. Kohn & Company

L.m. Kohn & Company holds 273 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	9.0	$32M		187k	171.48	View chart
German Amern Bancorp Common Stock (GABC)	4.8	$17M	-4%	492k	34.64	View chart
Amazon Common Stock (AMZN)	4.6	$16M		91k	180.38	View chart
Nvidia Corporation Common Stock (NVDA)	4.6	$16M		18k	903.58	View chart
Costco Whsl Corp Common Stock (COST)	3.3	$12M		16k	732.64	View chart
Microsoft Corp Common Stock (MSFT)	3.2	$12M	+16%	27k	420.72	View chart
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)	2.8	$10M	+9%	19k	523.07	View chart
Spdr Ser Tr Bloomberg 1-3 Mo Common Stock (BIL)	2.6	$9.1M	-22%	99k	91.80	View chart
Wisdomtree Tr Floatng Rat Trea Common Stock (USFR)	2.2	$7.8M	-11%	156k	50.29	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	2.0	$7.0M		47k	150.93	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	1.9	$6.9M	+6%	16k	420.52	View chart
Visa Inc Com Cl A Common Stock (V)	1.5	$5.3M		19k	279.08	View chart
Vanguard Index Fds Total Stk Mkt Common Stock (VTI)	1.4	$5.2M	+21%	20k	259.90	View chart
Mastercard Incorporated Cl A Common Stock (MA)	1.3	$4.7M		9.7k	481.55	View chart
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)	1.3	$4.5M	+24%	9.4k	480.68	View chart
Home Depot Common Stock (HD)	1.2	$4.3M	+3%	11k	383.59	View chart
Jpmorgan Chase & Co Common Stock (JPM)	1.0	$3.4M	+4%	17k	200.31	View chart
Procter And Gamble Common Stock (PG)	0.9	$3.3M		20k	162.25	View chart
First Tr Exchange-traded Fd Risng Divd Achiv Exchange Traded Fund (RDVY)	0.9	$3.3M	+49%	58k	56.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu Common Stock (BUFR)	0.9	$3.1M	+108%	112k	27.96	View chart
Pepsico Common Stock (PEP)	0.9	$3.0M	+2%	17k	175.01	View chart
Salesforce Common Stock (CRM)	0.7	$2.6M		8.7k	301.18	View chart
Abbvie Common Stock (ABBV)	0.7	$2.5M	-3%	14k	182.10	View chart
Unitedhealth Group Common Stock (UNH)	0.7	$2.5M	+16%	5.0k	494.74	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.6	$2.2M		11k	210.31	View chart
Exxon Mobil Corp Common Stock (XOM)	0.6	$2.2M	+38%	19k	116.24	View chart
Fifth Third Bancorp Common Stock (FITB)	0.6	$2.2M		58k	37.21	View chart
Disney Walt Common Stock (DIS)	0.6	$2.1M		18k	122.36	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt Exchange Traded Fund (RSP)	0.6	$2.1M		13k	169.37	View chart
Oracle Corp Common Stock (ORCL)	0.6	$2.1M		17k	125.61	View chart
Flexshares Tr Us Quality Cap Common Stock (QLC)	0.6	$2.1M	+9%	35k	58.88	View chart
Johnson & Johnson Common Stock (JNJ)	0.6	$2.0M	-2%	13k	158.19	View chart
Lockheed Martin Corp Common Stock (LMT)	0.6	$2.0M	+6%	4.4k	454.88	View chart
Booking Holdings Common Stock (BKNG)	0.5	$1.9M		530.00	3627.91	View chart
United Parcel Service Inc Cl B Common Stock (UPS)	0.5	$1.9M	+4%	13k	148.63	View chart
Walmart Common Stock (WMT)	0.5	$1.8M	+233%	31k	60.17	View chart
Spdr Ser Tr Prtflo S&p500 Gw Common Stock (SPYG)	0.5	$1.8M		25k	73.15	View chart
Adobe Common Stock (ADBE)	0.5	$1.8M		3.5k	504.60	View chart
Qualcomm Common Stock (QCOM)	0.5	$1.7M	-4%	10k	169.30	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp Exchange Traded Fund (MDY)	0.5	$1.7M		3.1k	556.32	View chart
Blackstone Common Stock (BX)	0.5	$1.7M		13k	131.37	View chart
Eli Lilly & Co Common Stock (LLY)	0.5	$1.7M	+14%	2.2k	778.04	View chart
Invesco Qqq Tr Unit Ser 1 Common Stock (QQQ)	0.4	$1.6M	+19%	3.6k	444.06	View chart
Spdr Ser Tr Prtflo S&p500 Vl Common Stock (SPYV)	0.4	$1.6M		32k	50.10	View chart
Cvs Health Corp Common Stock (CVS)	0.4	$1.6M	-3%	20k	79.76	View chart
Lululemon Athletica Common Stock (LULU)	0.4	$1.5M		3.9k	390.65	View chart
Spdr Ser Tr Bbg Conv Sec Etf Exchange Traded Fund (CWB)	0.4	$1.5M	-6%	21k	73.04	View chart
Vanguard Specialized Funds Div App Etf Exchange Traded Fund (VIG)	0.4	$1.5M	+15%	8.2k	182.62	View chart
Mcdonalds Corp Common Stock (MCD)	0.4	$1.5M		5.3k	281.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt Common Stock (VEA)	0.4	$1.4M	+53%	29k	50.17	View chart
Spdr Ser Tr Portfolio Sh Tsr Common Stock (SPTS)	0.4	$1.4M		49k	28.92	View chart
Servicenow Common Stock (NOW)	0.4	$1.4M	+5%	1.8k	762.40	View chart
Deere & Co Common Stock (DE)	0.4	$1.3M	-17%	3.3k	410.73	View chart
WD 40 Common Stock (WDFC)	0.4	$1.3M		5.0k	253.31	View chart
First Tr Exchange-traded Fd Dorsey Wrt 5 Etf Exchange Traded Fund (FV)	0.3	$1.2M	+57%	22k	57.23	View chart
First Tr Exchange-traded Fd First Tr Enh Exchange Traded Fund (FTSM)	0.3	$1.2M	NEW	20k	59.62	View chart
Union Pac Corp Common Stock (UNP)	0.3	$1.2M		4.8k	245.95	View chart
Chevron Corp Common Stock (CVX)	0.3	$1.2M	+16%	7.4k	157.73	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.3	$1.2M	-5%	5.4k	213.14	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.3	$1.2M	+3%	7.6k	152.26	View chart
Select Sector Spdr Tr Technology Common Stock (XLK)	0.3	$1.1M		5.3k	208.27	View chart
Csx Corp Common Stock (CSX)	0.3	$1.1M		30k	37.07	View chart
Southern Common Stock (SO)	0.3	$1.1M	+3%	15k	71.74	View chart
Merck & Co Common Stock (MRK)	0.3	$1.1M		8.3k	131.96	View chart
Advanced Micro Devices Common Stock (AMD)	0.3	$1.1M	+9%	5.9k	180.49	View chart
Select Sector Spdr Tr Energy Common Stock (XLE)	0.3	$1.1M	+28%	11k	94.41	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf Exchange Traded Fund (SPHB)	0.3	$1.1M	NEW	12k	87.74	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.3	$1.1M	+7%	2.2k	485.60	View chart
Tesla Common Stock (TSLA)	0.3	$1.0M	-19%	6.0k	175.79	View chart
First Tr Value Line Divid In Common Stock (FVD)	0.3	$1.0M		25k	42.23	View chart
Stryker Corporation Common Stock (SYK)	0.3	$1.0M	-8%	2.9k	357.84	View chart
Ishares Tr Msci Usa Mmentm Common Stock (MTUM)	0.3	$1.0M	NEW	5.5k	187.35	View chart
Valero Energy Corp Common Stock (VLO)	0.3	$1.0M		5.9k	170.69	View chart
Applied Matls Common Stock (AMAT)	0.3	$1.0M		4.9k	206.21	View chart
Ishares Tr Msci India Etf Exchange Traded Fund (INDA)	0.3	$992k	+146%	19k	51.59	View chart
Paychex Common Stock (PAYX)	0.3	$984k	-2%	8.0k	122.80	View chart
Global X Fds 1-3 Month T-bill Common Stock (CLIP)	0.3	$977k	-19%	39k	25.12	View chart
Spdr Ser Tr Portfli Intrmdit Common Stock (SPTI)	0.3	$976k	+2%	35k	28.18	View chart
Vanguard Index Fds Real Estate Etf Exchange Traded Fund (VNQ)	0.3	$976k	+2%	11k	86.48	View chart
First Tr Exchange Traded Fd Dj Glbl Divid Exchange Traded Fund (FGD)	0.3	$964k	+25%	42k	22.77	View chart
Legg Mason Etf Invt Franklin Intl Lw Exchange Traded Fund (LVHI)	0.3	$956k	+17%	32k	29.78	View chart
Select Sector Spdr Tr Sbi Healthcare Common Stock (XLV)	0.3	$953k		6.5k	147.73	View chart
Coca Cola Common Stock (KO)	0.3	$953k	+8%	16k	61.18	View chart
Pfizer Common Stock (PFE)	0.3	$929k	+4%	34k	27.75	View chart
Flexshares Tr Mornstar Upstr Common Stock (GUNR)	0.3	$914k	+63%	22k	41.07	View chart
Nextera Energy Common Stock (NEE)	0.2	$880k	+49%	14k	63.91	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Common Stock (SPHD)	0.2	$873k		20k	44.40	View chart
Select Sector Spdr Tr Sbi Cons Stpls Common Stock (XLP)	0.2	$870k		11k	76.36	View chart
Blackrock Common Stock (BLK)	0.2	$856k	-2%	1.0k	833.93	View chart
Nike Inc Cl B Common Stock (NKE)	0.2	$854k	+2%	9.1k	93.98	View chart
Parker-hannifin Corp Common Stock (PH)	0.2	$852k	+4%	1.5k	555.79	View chart
Lowes Cos Common Stock (LOW)	0.2	$847k	-23%	3.3k	254.73	View chart
Uber Technologies Common Stock (UBER)	0.2	$839k	+14%	11k	76.99	View chart
Realty Income Corp Common Stock (O)	0.2	$838k		16k	54.10	View chart
Vanguard World Fd Mega Grwth Ind Common Stock (MGK)	0.2	$805k	+24%	2.8k	286.61	View chart
Spdr Dow Jones Indl Average Ut Ser 1 Common Stock (DIA)	0.2	$803k	+6%	2.0k	397.85	View chart
Verizon Communications Common Stock (VZ)	0.2	$793k		19k	41.96	View chart
Select Sector Spdr Tr Sbi Int-utils Common Stock (XLU)	0.2	$790k	-29%	12k	65.65	View chart
Ishares Tr Core S&p Scp Etf Exchange Traded Fund (IJR)	0.2	$782k	+22%	7.1k	110.52	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.2	$779k	+6%	4.8k	161.58	View chart
First Tr Exchange-traded Fd Dj Internt Idx Exchange Traded Fund (FDN)	0.2	$775k		3.8k	205.09	View chart
First Tr Exchange Trad Fd Vi Fst Tr Glb Exchange Traded Fund (FTGC)	0.2	$764k	+177%	32k	23.72	View chart
Goldman Sachs Group Common Stock (GS)	0.2	$762k	-3%	1.8k	417.74	View chart
Boeing Common Stock (BA)	0.2	$756k		3.9k	193.00	View chart
Cisco Sys Common Stock (CSCO)	0.2	$739k	-5%	15k	49.91	View chart
Caterpillar Common Stock (CAT)	0.2	$725k		2.0k	366.40	View chart
Oreilly Automotive Common Stock (ORLY)	0.2	$723k	+8%	640.00	1128.88	View chart
Philip Morris Intl Common Stock (PM)	0.2	$714k	+4%	7.8k	91.62	View chart
Vanguard Index Fds Extend Mkt Etf Exchange Traded Fund (VXF)	0.2	$711k	+55%	4.1k	175.28	View chart
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)	0.2	$698k	-5%	1.3k	525.73	View chart
Proshares Tr S&p Mdcp 400 Div Common Stock (REGL)	0.2	$695k		8.8k	78.56	View chart
Ishares Tr Rus Md Cp Gr Etf Exchange Traded Fund (IWP)	0.2	$694k		6.1k	114.14	View chart
First Tr Morningstar Divid L Common Stock (FDL)	0.2	$686k		18k	38.48	View chart
Vanguard Scottsdale Fds Short Term Treas Common Stock (VGSH)	0.2	$684k		12k	58.07	View chart
First Tr Exchng Traded Fd Vi Vest Fund Of Dep Common Stock (BUFD)	0.2	$682k	NEW	29k	23.59	View chart
Sherwin Williams Common Stock (SHW)	0.2	$678k		2.0k	347.35	View chart
Broadcom Common Stock (AVGO)	0.2	$678k	+2%	511.00	1326.20	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.2	$663k	+42%	228.00	2906.77	View chart
Brown Forman Corp Cl B Common Stock (BF.B)	0.2	$660k	-44%	13k	51.62	View chart
Ishares Tr 7-10 Yr Trsy Bd Common Stock (IEF)	0.2	$646k	+28%	6.8k	94.66	View chart
Linde Common Stock (LIN)	0.2	$639k	+25%	1.4k	464.38	View chart
First Tr Exchange-traded Fd Ft Vest S&p 500 Exchange Traded Fund (KNG)	0.2	$637k	+8%	12k	53.71	View chart
First Tr Exchange-traded Fd Cap Strength Etf Exchange Traded Fund (FTCS)	0.2	$625k		7.3k	85.65	View chart
Amgen Common Stock (AMGN)	0.2	$621k	+2%	2.2k	284.37	View chart
Sysco Corp Common Stock (SYY)	0.2	$611k		7.5k	81.18	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis Common Stock (FIXD)	0.2	$608k	NEW	14k	43.60	View chart
Spdr Ser Tr Prtflo S&p500 Hi Common Stock (SPYD)	0.2	$604k	-12%	15k	40.71	View chart
First Tr Exchange Traded Fd Hlth Care Alph Exchange Traded Fund (FXH)	0.2	$604k	+56%	5.5k	109.59	View chart
Wisdomtree Tr India Erngs Common Stock (EPI)	0.2	$603k	+27%	14k	43.56	View chart
Select Sector Spdr Tr Financial Common Stock (XLF)	0.2	$596k	-4%	14k	42.12	View chart
Calamos Conv Opportunities & Sh Ben Int Common Stock (CHI)	0.2	$596k	+83%	53k	11.35	View chart
Honeywell Intl Common Stock (HON)	0.2	$588k	+2%	2.9k	205.28	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$587k	+12%	6.1k	96.71	View chart
American Tower Corp Common Stock (AMT)	0.2	$550k		2.8k	197.62	View chart
Spdr Ser Tr Portfoli S&p1500 Common Stock (SPTM)	0.2	$549k	+29%	8.6k	64.15	View chart
Emerson Elec Common Stock (EMR)	0.2	$542k	+14%	4.8k	113.42	View chart
Proshares Tr Russ 2000 Divd Common Stock (SMDV)	0.2	$536k		8.4k	64.02	View chart
Ark Etf Tr Innovation Etf Exchange Traded Fund (ARKK)	0.1	$522k	+68%	10k	50.08	View chart
Interpublic Group Cos Common Stock (IPG)	0.1	$516k	+9%	16k	32.63	View chart
Diageo Common Stock (DEO)	0.1	$507k		3.4k	148.73	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm Common Stock (SPMO)	0.1	$491k	+71%	6.1k	80.22	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$484k	NEW	1.7k	284.13	View chart
Spdr Ser Tr Portfolio S&p500 Common Stock (SPLG)	0.1	$481k	+12%	7.8k	61.53	View chart
Flexshares Tr Iboxx 5yr Trgt Common Stock (TDTF)	0.1	$479k	+61%	20k	23.65	View chart
Proshares Tr S&p 500 Dv Arist Common Stock (NOBL)	0.1	$479k		4.7k	101.41	View chart
Altria Group Common Stock (MO)	0.1	$476k		11k	43.62	View chart
Bristol-myers Squibb Common Stock (BMY)	0.1	$467k	+20%	8.6k	54.23	View chart
Rtx Corporation Common Stock (RTX)	0.1	$461k	-10%	4.7k	97.52	View chart
Bce Common Stock (BCE)	0.1	$458k		14k	33.98	View chart
Ishares Tr Rus 2000 Grw Etf Exchange Traded Fund (IWO)	0.1	$457k	NEW	1.7k	270.80	View chart
Ishares Tr Core S&p Ttl Stk Common Stock (ITOT)	0.1	$456k		4.0k	115.30	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$453k	-8%	779.00	581.22	View chart
First Tr Exchange-traded Fd Smid Risng Etf Exchange Traded Fund (SDVY)	0.1	$450k	NEW	13k	34.82	View chart
Ishares Tr China Lg-cap Etf Exchange Traded Fund (FXI)	0.1	$444k	NEW	18k	24.07	View chart
Ishares Tr Pfd And Incm Sec Common Stock (PFF)	0.1	$439k	-25%	14k	32.23	View chart
Vanguard Bd Index Fds Short Trm Bond Common Stock (BSV)	0.1	$439k	-9%	5.7k	76.67	View chart
Target Corp Common Stock (TGT)	0.1	$438k		2.5k	177.21	View chart
General Mls Common Stock (GIS)	0.1	$435k	+2%	6.2k	69.97	View chart
International Business Machs Common Stock (IBM)	0.1	$434k		2.3k	190.99	View chart
Ishares Tr 20 Yr Tr Bd Etf Exchange Traded Fund (TLT)	0.1	$429k		4.5k	94.62	View chart
Vanguard Index Fds Mid Cap Etf Exchange Traded Fund (VO)	0.1	$424k	-22%	1.7k	249.92	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Fund (IJH)	0.1	$417k	+389%	6.9k	60.74	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf Exchange Traded Fund (FPE)	0.1	$413k		24k	17.32	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm Common Stock (SOXQ)	0.1	$412k		11k	38.59	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.1	$411k	+18%	9.5k	43.35	View chart
Spdr Ser Tr Nuveen Blmbrg Mu Common Stock (TFI)	0.1	$401k		8.6k	46.48	View chart
M & T Bk Corp Common Stock (MTB)	0.1	$401k		2.8k	145.45	View chart
Yum Brands Common Stock (YUM)	0.1	$400k		2.9k	138.64	View chart
Intel Corp Common Stock (INTC)	0.1	$399k	+2%	9.0k	44.17	View chart
Ishares Tr Us Home Cons Etf Exchange Traded Fund (ITB)	0.1	$399k	NEW	3.4k	115.77	View chart
Ishares Tr Iboxx Inv Cp Etf Exchange Traded Fund (LQD)	0.1	$381k	+52%	3.5k	108.93	View chart
Ishares Tr 1 3 Yr Treas Bd Common Stock (SHY)	0.1	$381k	NEW	4.7k	81.79	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Common Stock (SUN)	0.1	$380k		6.3k	60.29	View chart
Ishares Tr Rus 1000 Etf Exchange Traded Fund (IWB)	0.1	$378k		1.3k	288.03	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$372k	+9%	4.1k	91.40	View chart
Ssga Active Etf Tr Blackstone Senr Exchange Traded Fund (SRLN)	0.1	$372k		8.8k	42.11	View chart
First Tr Exchange Traded Fd Nasdaq Cyb Etf Exchange Traded Fund (CIBR)	0.1	$371k	NEW	6.6k	56.39	View chart
Kkr & Co Common Stock (KKR)	0.1	$367k		3.6k	100.58	View chart
Hancock John Finl Opptys Fd Sh Ben Int Common Stock (BTO)	0.1	$364k	+7%	12k	29.58	View chart
Iron Mtn Inc Del Common Stock (IRM)	0.1	$358k	-8%	4.5k	80.21	View chart
Innovator Etfs Trust S&p Invt Grd P Exchange Traded Fund (EPRF)	0.1	$357k		18k	19.37	View chart
Ishares Inc Msci Hong Kg Etf Exchange Traded Fund (EWH)	0.1	$354k	NEW	23k	15.55	View chart
Dow Common Stock (DOW)	0.1	$342k		5.9k	57.93	View chart
Vanguard Bd Index Fds Total Bnd Mrkt Common Stock (BND)	0.1	$341k	+17%	4.7k	72.63	View chart
Mondelez Intl Inc Cl A Common Stock (MDLZ)	0.1	$339k	+2%	4.8k	70.00	View chart
Global X Fds Rbtcs Artfl Inte Common Stock (BOTZ)	0.1	$338k	NEW	11k	31.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Exchange Traded Fund (VWO)	0.1	$336k	+3%	8.1k	41.77	View chart
Wisdomtree Tr Itl Hdg Qtly Div Common Stock (IHDG)	0.1	$336k	-57%	7.3k	45.94	View chart
Vanguard Index Fds Growth Etf Exchange Traded Fund (VUG)	0.1	$336k	NEW	976.00	344.36	View chart
Select Sector Spdr Tr Sbi Cons Discr Common Stock (XLY)	0.1	$336k		1.8k	183.89	View chart
Ishares Tr Ibonds Dec25 Etf Exchange Traded Fund (IBDQ)	0.1	$336k	NEW	14k	24.81	View chart
Vanguard Index Fds Value Etf Exchange Traded Fund (VTV)	0.1	$328k	+2%	2.0k	162.84	View chart
Columbia Seligm Prem Tech Gr Common Stock (STK)	0.1	$328k	+2%	10k	31.87	View chart
Ishares Tr Ibonds Dec24 Etf Exchange Traded Fund (IBDP)	0.1	$325k	+20%	13k	25.05	View chart
Gaming & Leisure Pptys Common Stock (GLPI)	0.1	$325k	+8%	7.0k	46.07	View chart
Blackrock Health Sciences Tr Common Stock (BME)	0.1	$319k		7.7k	41.44	View chart
Ford Mtr Co Del Common Stock (F)	0.1	$318k	+9%	24k	13.28	View chart
Centene Corp Del Common Stock (CNC)	0.1	$316k		4.0k	78.48	View chart
Spdr Ser Tr Portfolio Ln Tsr Common Stock (SPTL)	0.1	$311k	-26%	11k	27.94	View chart
At&t Common Stock (T)	0.1	$310k	+6%	18k	17.60	View chart
Spdr Gold Tr Gold Common Stock (GLD)	0.1	$303k	-38%	1.5k	205.72	View chart
Whirlpool Corp Common Stock (WHR)	0.1	$302k	+2%	2.5k	119.63	View chart
First Tr Exch Trd Alphdx Fd Emerg Mkt Alph Common Stock (FEM)	0.1	$300k	NEW	13k	22.87	View chart
Transdigm Group Common Stock (TDG)	0.1	$296k		240.00	1231.60	View chart
Vanguard Index Fds Small Cp Etf Exchange Traded Fund (VB)	0.1	$289k	-7%	1.3k	228.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F Common Stock (VXUS)	0.1	$287k		4.8k	60.30	View chart
H & E Equipment Services Common Stock (HEES)	0.1	$286k		4.5k	64.18	View chart
Marathon Pete Corp Common Stock (MPC)	0.1	$281k		1.4k	201.44	View chart
Vanguard Charlotte Fds Total Int Bd Etf Exchange Traded Fund (BNDX)	0.1	$276k	+2%	5.6k	49.19	View chart
First Tr Exchange Traded Fd Consumr Discre Exchange Traded Fund (FXD)	0.1	$269k		4.2k	64.54	View chart
Ishares Tr Rus 1000 Grw Etf Exchange Traded Fund (IWF)	0.1	$267k	NEW	791.00	337.25	View chart
Morgan Stanley Common Stock (MS)	0.1	$266k		2.8k	94.14	View chart
Texas Instrs Common Stock (TXN)	0.1	$263k	+16%	1.5k	174.20	View chart
Autozone Common Stock (AZO)	0.1	$262k	NEW	83.00	3151.65	View chart
First Tr Exchange Traded Fd Consumr Staple Exchange Traded Fund (FXG)	0.1	$259k	NEW	3.8k	68.49	View chart
The Trade Desk Inc Com Cl A Common Stock (TTD)	0.1	$258k	+4%	2.9k	87.42	View chart
Cummins Common Stock (CMI)	0.1	$257k		873.00	294.71	View chart
Spdr Ser Tr S&p Biotech Common Stock (XBI)	0.1	$254k		2.7k	94.89	View chart
Pimco Dynamic Income Common Stock (PDI)	0.1	$252k	+8%	13k	19.29	View chart
Ishares Tr S&p 500 Grwt Etf Exchange Traded Fund (IVW)	0.1	$249k	NEW	3.0k	84.44	View chart
Norfolk Southn Corp Common Stock (NSC)	0.1	$249k		977.00	254.90	View chart
Spdr Ser Tr Bloomberg Invt Common Stock (FLRN)	0.1	$247k	-3%	8.0k	30.83	View chart
Wp Carey Common Stock (WPC)	0.1	$246k		4.4k	56.44	View chart
First Tr Energy Income & Gro Common Stock (FEN)	0.1	$245k		15k	16.34	View chart
Ishares Inc Msci Netherl Etf Exchange Traded Fund (EWN)	0.1	$244k	NEW	4.9k	49.48	View chart
Ppg Inds Common Stock (PPG)	0.1	$244k	+4%	1.7k	144.94	View chart
Ishares Tr Core High Dv Etf Exchange Traded Fund (HDV)	0.1	$243k		2.2k	110.21	View chart
Enbridge Common Stock (ENB)	0.1	$240k	+15%	6.6k	36.18	View chart
Zoetis Inc Cl A Common Stock (ZTS)	0.1	$239k	+6%	1.4k	169.22	View chart
Williams Cos Common Stock (WMB)	0.1	$238k	+4%	6.1k	38.97	View chart
Eaton Corp Common Stock (ETN)	0.1	$236k	NEW	755.00	312.71	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf Exchange Traded Fund (BKLN)	0.1	$234k		11k	21.15	View chart
Abbott Labs Common Stock (ABT)	0.1	$232k	-4%	2.0k	113.67	View chart
Ishares Tr Micro-cap Etf Exchange Traded Fund (IWC)	0.1	$230k		1.9k	121.19	View chart
Crowdstrike Hldgs Inc Cl A Common Stock (CRWD)	0.1	$230k	NEW	718.00	320.59	View chart
Idexx Labs Common Stock (IDXX)	0.1	$225k		416.00	539.93	View chart
Spdr Index Shs Fds Portfolio Emg Mk Common Stock (SPEM)	0.1	$224k	-3%	6.2k	36.19	View chart
Leggett & Platt Common Stock (LEG)	0.1	$221k	+12%	12k	19.15	View chart
Spdr Ser Tr Bloomberg 1 10 Y Common Stock (TIPX)	0.1	$218k	-3%	12k	18.64	View chart
Cardinal Health Common Stock (CAH)	0.1	$217k	NEW	1.9k	111.91	View chart
Ishares Tr Core Us Aggbd Et Common Stock (AGG)	0.1	$216k	NEW	2.2k	97.94	View chart
Trane Technologies Common Stock (TT)	0.1	$213k	NEW	709.00	300.23	View chart
American Elec Pwr Common Stock (AEP)	0.1	$213k	NEW	2.5k	86.09	View chart
Wisdomtree Tr Us Quality Grow Common Stock (QGRW)	0.1	$210k	NEW	5.1k	41.10	View chart
Ameren Corp Common Stock (AEE)	0.1	$209k		2.8k	73.97	View chart
Colgate Palmolive Common Stock (CL)	0.1	$208k	NEW	2.3k	90.07	View chart
First Tr Exchange-traded Fd No Amer Energy Exchange Traded Fund (EMLP)	0.1	$207k	NEW	7.0k	29.53	View chart
The Cigna Group Common Stock (CI)	0.1	$204k	NEW	562.00	363.29	View chart
Pacer Fds Tr Pacer Us Small Common Stock (CALF)	0.1	$204k	NEW	4.2k	49.16	View chart
Crown Castle Common Stock (CCI)	0.1	$203k		1.9k	105.83	View chart
Global X Fds Us Pfd Etf Exchange Traded Fund (PFFD)	0.1	$203k	NEW	10k	20.16	View chart
First Tr Exchange Traded Fd Cloud Computing Exchange Traded Fund (SKYY)	0.1	$200k	NEW	2.1k	95.61	View chart
Calamos Conv & High Income F Common Stock (CHY)	0.1	$193k	+13%	16k	11.81	View chart
Mfs Charter Income Tr Sh Ben Int Common Stock (MCR)	0.1	$189k	+9%	30k	6.34	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.1	$184k	NEW	10k	18.34	View chart
First Tr Exchange-traded Fd Multi Asset Di Exchange Traded Fund (MDIV)	0.0	$170k	-25%	11k	15.79	View chart
Cohen & Steers Closed-end Op Common Stock (FOF)	0.0	$157k	-6%	13k	11.69	View chart
Eaton Vance Tax-managed Dive Common Stock (ETY)	0.0	$148k		11k	13.36	View chart
Calamos Gbl Dyn Income Fund Common Stock (CHW)	0.0	$148k	+29%	23k	6.51	View chart
Nuveen Amt Free Qlty Mun Common Stock (NEA)	0.0	$146k	+23%	13k	11.07	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int Common Stock (AWP)	0.0	$135k	-2%	34k	3.96	View chart
Madison Covered Call & Equit Common Stock (MCN)	0.0	$124k		17k	7.31	View chart
Eaton Vance Tax-managed Glob Common Stock (ETW)	0.0	$116k	-23%	14k	8.20	View chart
Triplepoint Venture Growth B Common Stock (TPVG)	0.0	$115k	-19%	12k	9.48	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int Common Stock (GGN)	0.0	$108k		28k	3.86	View chart
Oxford Lane Cap Corp Common Stock (OXLC)	0.0	$94k		19k	5.08	View chart
High Income Secs Fd Shs Ben Int Common Stock (PCF)	0.0	$94k	-9%	14k	6.77	View chart
Gamco Nat Res Gold & Income Sh Ben Int Common Stock (GNT)	0.0	$91k	-7%	17k	5.21	View chart
Mfs Inter Income Tr Sh Ben Int Common Stock (MIN)	0.0	$83k		31k	2.66	View chart
Mfs Govt Mkts Income Tr Sh Ben Int Common Stock (MGF)	0.0	$75k	+62%	24k	3.20	View chart
Neuberger Berman Real Estate Common Stock (NRO)	0.0	$71k	+30%	21k	3.34	View chart
First Tr Specialty Fin & Fin Com Ben Intr Common Stock (FGB)	0.0	$45k		12k	3.77	View chart
Mfs Inter High Income Fd Sh Ben Int Common Stock (CIF)	0.0	$30k		18k	1.73	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 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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