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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 27.60% of L.m. Kohn & Company's stock portfolio.
Added to shares of these 10 stocks: GABC, JNJ, PG, SPY, CLOX, USFR, IAU, VPLS, SCHF, VOO.
Started 27 new stock positions in SCHV, GBTC, SCHZ, CIF, VFMV, GEV, PCF, VGK, FTGC, FGB.
Reduced shares in these 10 stocks: BUXX, QUAL, AAPL, COST, BIL, HD, XLK, QQQ, XLF, AMZN.
Sold out of its positions in BCE, BAC, CNC, DOW, HEES, IWO, INDA, QUAL, RH, SCHM. TTD, ETN.
L.m. Kohn & Company was a net buyer of stock by $15M.
L.m. Kohn & Company has $383M in assets under management (AUM), dropping by -0.92%.
Central Index Key (CIK): 0000870260

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Portfolio Holdings for L.m. Kohn & Company

L.m. Kohn & Company holds 275 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	9.8	$37M	-2%	168k	222.13	View chart
Nvidia Corporation Common Stock (NVDA)	5.1	$20M	-2%	182k	108.38	View chart
German Amern Bancorp Common Stock (GABC)	4.8	$18M	+34%	491k	37.50	View chart
Amazon Common Stock (AMZN)	4.3	$16M	-3%	86k	190.26	View chart
Costco Whsl Corp Common Stock (COST)	3.6	$14M	-5%	15k	945.77	View chart
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)	3.0	$11M	+12%	20k	559.39	View chart
Microsoft Corp Common Stock (MSFT)	2.6	$9.8M		26k	375.39	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	2.2	$8.6M		16k	532.58	View chart
Spdr Ser Tr Bloomberg 1-3 Mo Exchange Traded Fund (BIL)	1.9	$7.1M	-9%	78k	91.73	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	1.8	$6.9M		45k	154.64	View chart
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)	1.7	$6.6M	+14%	13k	513.90	View chart
Visa Inc Com Cl A Common Stock (V)	1.7	$6.4M	-4%	18k	350.46	View chart
Johnson & Johnson Common Stock (JNJ)	1.5	$5.7M	+186%	35k	165.84	View chart
Vanguard Index Fds Total Stk Mkt Exchange Traded Fund (VTI)	1.4	$5.5M	+4%	20k	274.84	View chart
Procter And Gamble Common Stock (PG)	1.4	$5.3M	+102%	31k	170.42	View chart
Mastercard Incorporated Cl A Common Stock (MA)	1.4	$5.2M	-3%	9.5k	548.11	View chart
Wisdomtree Tr Floatng Rat Trea Exchange Traded Fund (USFR)	1.3	$5.0M	+28%	100k	50.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered Exchange Traded Fund (BUFR)	1.3	$4.8M	+8%	162k	29.69	View chart
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)	1.2	$4.7M	-11%	10k	468.90	View chart
Jpmorgan Chase & Co Common Stock (JPM)	1.2	$4.5M		18k	245.30	View chart
Home Depot Common Stock (HD)	1.0	$3.8M	-15%	10k	366.48	View chart
First Tr Exchange-traded Fd Risng Divd Achiv Exchange Traded Fund (RDVY)	0.8	$3.0M	+3%	51k	58.54	View chart
Walmart Common Stock (WMT)	0.7	$2.7M	+8%	31k	87.79	View chart
Oracle Corp Common Stock (ORCL)	0.7	$2.6M		19k	139.81	View chart
Pepsico Common Stock (PEP)	0.7	$2.5M		17k	149.94	View chart
Abbvie Common Stock (ABBV)	0.7	$2.5M	-5%	12k	209.52	View chart
Vanguard Specialized Funds Div App Etf Exchange Traded Fund (VIG)	0.6	$2.4M	+10%	12k	193.99	View chart
Salesforce Common Stock (CRM)	0.6	$2.4M	+7%	9.0k	268.35	View chart
Flexshares Tr Us Quality Cap Exchange Traded Fund (QLC)	0.6	$2.3M		36k	63.80	View chart
Booking Holdings Common Stock (BKNG)	0.6	$2.3M	-7%	497.00	4607.10	View chart
Exxon Mobil Corp Common Stock (XOM)	0.6	$2.2M		18k	118.93	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.6	$2.1M		3.7k	576.36	View chart
Eli Lilly & Co Common Stock (LLY)	0.6	$2.1M		2.6k	825.98	View chart
Fifth Third Bancorp Common Stock (FITB)	0.6	$2.1M	-3%	54k	39.20	View chart
Unitedhealth Group Common Stock (UNH)	0.5	$2.0M	-15%	3.7k	523.80	View chart
Mcdonalds Corp Common Stock (MCD)	0.5	$1.9M	+20%	6.2k	312.36	View chart
Select Sector Spdr Tr Technology Exchange Traded Fund (XLK)	0.5	$1.9M	-26%	9.3k	206.47	View chart
Lockheed Martin Corp Common Stock (LMT)	0.5	$1.9M	-2%	4.3k	446.71	View chart
Blackstone Common Stock (BX)	0.5	$1.8M		13k	139.78	View chart
Wisdomtree Tr Us Quality Grow Exchange Traded Fund (QGRW)	0.4	$1.7M	+34%	38k	43.90	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.4	$1.7M	+26%	8.4k	199.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt Exchange Traded Fund (RSP)	0.4	$1.7M	+22%	9.7k	173.23	View chart
Servicenow Common Stock (NOW)	0.4	$1.5M		1.9k	796.14	View chart
Spdr Ser Tr Prtflo S&p500 Gw Exchange Traded Fund (SPYG)	0.4	$1.5M	+4%	19k	80.37	View chart
Spdr Ser Tr Portfoli S&p1500 Exchange Traded Fund (SPTM)	0.4	$1.5M	+21%	22k	68.01	View chart
Tesla Common Stock (TSLA)	0.4	$1.4M	+6%	5.5k	259.16	View chart
Southern Common Stock (SO)	0.4	$1.4M	-12%	15k	91.95	View chart
Qualcomm Common Stock (QCOM)	0.4	$1.4M		9.1k	153.61	View chart
First Tr Exchange-traded Fd First Tr Enh Exchange Traded Fund (FTSM)	0.4	$1.4M	+2%	23k	59.84	View chart
Disney Walt Common Stock (DIS)	0.3	$1.3M	-15%	14k	98.70	View chart
Parker-hannifin Corp Common Stock (PH)	0.3	$1.3M		2.1k	607.85	View chart
Paychex Common Stock (PAYX)	0.3	$1.3M		8.2k	154.28	View chart
Goldman Sachs Group Common Stock (GS)	0.3	$1.3M	+26%	2.3k	546.18	View chart
Chevron Corp Common Stock (CVX)	0.3	$1.2M		7.4k	167.30	View chart
Philip Morris Intl Common Stock (PM)	0.3	$1.2M	-2%	7.8k	158.73	View chart
Spdr Ser Tr Portfolio Sh Tsr Exchange Traded Fund (SPTS)	0.3	$1.2M	+3%	42k	29.24	View chart
Series Portfolios Tr Eldridge Aaa Clo Exchange Traded Fund (CLOX)	0.3	$1.2M	NEW	47k	25.51	View chart
Uber Technologies Common Stock (UBER)	0.3	$1.2M	+20%	16k	72.86	View chart
Ishares Tr Fltg Rate Nt Etf Exchange Traded Fund (FLOT)	0.3	$1.2M	+71%	23k	51.05	View chart
Union Pac Corp Common Stock (UNP)	0.3	$1.2M		4.9k	236.24	View chart
Broadcom Common Stock (AVGO)	0.3	$1.1M	+7%	6.9k	167.43	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.3	$1.1M	-2%	7.2k	156.22	View chart
Vanguard Index Fds Real Estate Etf Exchange Traded Fund (VNQ)	0.3	$1.1M	+26%	12k	90.54	View chart
Ea Series Trust Strive Enhanced Exchange Traded Fund (BUXX)	0.3	$1.1M	-63%	55k	20.31	View chart
Ishares Gold Tr Ishares Exchange Traded Fund (IAU)	0.3	$1.1M	NEW	19k	58.96	View chart
Coca Cola Common Stock (KO)	0.3	$1.1M	-2%	15k	71.62	View chart
Spdr Gold Tr Gold Exchange Traded Fund (GLD)	0.3	$1.1M	+197%	3.8k	288.14	View chart
First Tr Exchange Traded Fd Dj Glbl Divid Exchange Traded Fund (FGD)	0.3	$1.1M		45k	24.20	View chart
Legg Mason Etf Invt Franklin Intl Lw Exchange Traded Fund (LVHI)	0.3	$1.1M		33k	32.37	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.3	$1.1M		4.6k	231.49	View chart
Nextera Energy Common Stock (NEE)	0.3	$1.1M		15k	70.89	View chart
Lowes Cos Common Stock (LOW)	0.3	$1.0M		4.4k	233.21	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Exchange Traded Fund (SPHD)	0.3	$1.0M		20k	50.23	View chart
Spdr Ser Tr Bbg Conv Sec Etf Exchange Traded Fund (CWB)	0.3	$996k		13k	76.62	View chart
Crowdstrike Hldgs Inc Cl A Common Stock (CRWD)	0.3	$995k	+13%	2.8k	352.58	View chart
Flexshares Tr Mornstar Upstr Exchange Traded Fund (GUNR)	0.3	$989k		26k	38.81	View chart
Adobe Common Stock (ADBE)	0.3	$989k	-27%	2.6k	383.53	View chart
Deere & Co Common Stock (DE)	0.3	$978k	-7%	2.1k	469.39	View chart
Vanguard Index Fds Extend Mkt Etf Exchange Traded Fund (VXF)	0.3	$973k	+25%	5.7k	172.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt Exchange Traded Fund (VEA)	0.3	$971k	-25%	19k	50.83	View chart
Select Sector Spdr Tr Sbi Healthcare Exchange Traded Fund (XLV)	0.3	$963k	+3%	6.6k	146.01	View chart
Select Sector Spdr Tr Sbi Int-utils Exchange Traded Fund (XLU)	0.3	$961k	+6%	12k	78.85	View chart
First Tr Exchange Traded Fd Nasdaq Cyb Etf Exchange Traded Fund (CIBR)	0.2	$953k	+13%	15k	63.00	View chart
Oreilly Automotive Common Stock (ORLY)	0.2	$953k		665.00	1432.58	View chart
Stryker Corporation Common Stock (SYK)	0.2	$944k	-2%	2.5k	372.29	View chart
Pfizer Common Stock (PFE)	0.2	$936k	-2%	37k	25.34	View chart
United Parcel Service Inc Cl B Common Stock (UPS)	0.2	$929k	-21%	8.4k	109.99	View chart
Vanguard Malvern Fds Core-plus Bd Etf Exchange Traded Fund (VPLS)	0.2	$917k	NEW	12k	77.56	View chart
Schwab Strategic Tr High Yield Bd Et Exchange Traded Fund (SCYB)	0.2	$911k	+193%	35k	26.11	View chart
Select Sector Spdr Tr Sbi Cons Stpls Exchange Traded Fund (XLP)	0.2	$901k		11k	81.67	View chart
Blackrock Common Stock (BLK)	0.2	$894k		945.00	946.26	View chart
Verizon Communications Common Stock (VZ)	0.2	$891k	-5%	20k	45.36	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.2	$886k		5.0k	175.77	View chart
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)	0.2	$883k	+7%	1.6k	561.81	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$853k	-2%	7.0k	121.98	View chart
Cisco Sys Common Stock (CSCO)	0.2	$850k		14k	61.71	View chart
Realty Income Corp Common Stock (O)	0.2	$847k		15k	58.01	View chart
Caterpillar Common Stock (CAT)	0.2	$826k	-5%	2.5k	329.87	View chart
Schwab Strategic Tr Intl Eqty Etf Exchange Traded Fund (SCHF)	0.2	$826k	NEW	42k	19.78	View chart
Csx Corp Common Stock (CSX)	0.2	$825k		28k	29.43	View chart
Sherwin Williams Common Stock (SHW)	0.2	$816k		2.3k	349.21	View chart
Spdr Dow Jones Indl Average Ut Ser 1 Exchange Traded Fund (DIA)	0.2	$804k	-3%	1.9k	419.82	View chart
Ishares Tr Core S&p Scp Etf Exchange Traded Fund (IJR)	0.2	$789k	+10%	7.5k	104.57	View chart
Spdr Ser Tr Prtflo S&p500 Hi Exchange Traded Fund (SPYD)	0.2	$783k	+15%	18k	44.26	View chart
Advanced Micro Devices Common Stock (AMD)	0.2	$772k	+7%	7.5k	102.74	View chart
Select Sector Spdr Tr Energy Exchange Traded Fund (XLE)	0.2	$771k	+4%	8.2k	93.45	View chart
First Tr Exchange-traded Fd Dorsey Wrt 5 Etf Exchange Traded Fund (FV)	0.2	$771k	-5%	14k	54.86	View chart
Palo Alto Networks Common Stock (PANW)	0.2	$768k	+19%	4.5k	170.64	View chart
WD 40 Common Stock (WDFC)	0.2	$765k	-36%	3.1k	244.00	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis Exchange Traded Fund (FIXD)	0.2	$756k		17k	43.84	View chart
Spdr Ser Tr Portfolio S&p500 Exchange Traded Fund (SPLG)	0.2	$748k	-2%	11k	65.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered Exchange Traded Fund (BUFD)	0.2	$736k		30k	24.95	View chart
Merck & Co Common Stock (MRK)	0.2	$734k	-13%	8.2k	89.76	View chart
Valero Energy Corp Common Stock (VLO)	0.2	$730k		5.5k	132.07	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp Exchange Traded Fund (MDY)	0.2	$722k		1.4k	533.31	View chart
Vanguard Index Fds Mid Cap Etf Exchange Traded Fund (VO)	0.2	$718k	+21%	2.8k	258.65	View chart
Altria Group Common Stock (MO)	0.2	$697k		12k	60.02	View chart
Amgen Common Stock (AMGN)	0.2	$693k		2.2k	311.62	View chart
Proshares Tr S&p Mdcp 400 Div Exchange Traded Fund (REGL)	0.2	$693k	+4%	8.6k	80.65	View chart
Linde Common Stock (LIN)	0.2	$692k		1.5k	465.54	View chart
Netflix Common Stock (NFLX)	0.2	$685k	+34%	735.00	932.53	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.2	$680k	+2%	14k	50.21	View chart
Spdr Ser Tr Prtflo S&p500 Vl Exchange Traded Fund (SPYV)	0.2	$677k	-40%	13k	51.07	View chart
Applied Matls Common Stock (AMAT)	0.2	$668k	-5%	4.6k	145.12	View chart
Schwab Strategic Tr Us Lcap Va Etf Exchange Traded Fund (SCHV)	0.2	$645k	NEW	24k	26.58	View chart
Ishares Tr 1 3 Yr Treas Bd Exchange Traded Fund (SHY)	0.2	$643k	+50%	7.8k	82.73	View chart
Select Sector Spdr Tr Financial Exchange Traded Fund (XLF)	0.2	$642k	-46%	13k	49.81	View chart
Honeywell Intl Common Stock (HON)	0.2	$623k	-2%	2.9k	211.76	View chart
Ishares Tr 7-10 Yr Trsy Bd Exchange Traded Fund (IEF)	0.2	$620k		6.5k	95.38	View chart
Palantir Technologies Inc Cl A Common Stock (PLTR)	0.2	$598k	-2%	7.1k	84.40	View chart
Sysco Corp Common Stock (SYY)	0.2	$595k	+2%	7.9k	75.04	View chart
Rtx Corporation Common Stock (RTX)	0.2	$594k	+3%	4.5k	132.46	View chart
Fidelity Wise Origin Bitcoin Exchange Traded Fund (FBTC)	0.2	$593k	+162%	8.2k	71.97	View chart
American Tower Corp Common Stock (AMT)	0.1	$568k	-4%	2.6k	217.62	View chart
Proshares Tr Russ 2000 Divd Exchange Traded Fund (SMDV)	0.1	$565k	+6%	8.6k	65.59	View chart
At&t Common Stock (T)	0.1	$562k	-31%	20k	28.28	View chart
Flexshares Tr Iboxx 5yr Trgt Exchange Traded Fund (TDTF)	0.1	$557k		23k	24.25	View chart
International Business Machs Common Stock (IBM)	0.1	$545k	-3%	2.2k	248.66	View chart
Vanguard Index Fds Growth Etf Exchange Traded Fund (VUG)	0.1	$542k	+13%	1.5k	370.78	View chart
Vanguard Intl Equity Index F Allwrld Ex Us Exchange Traded Fund (VEU)	0.1	$539k	+53%	8.9k	60.66	View chart
Emerson Elec Common Stock (EMR)	0.1	$511k		4.7k	109.65	View chart
Autozone Common Stock (AZO)	0.1	$507k		133.00	3812.78	View chart
Vanguard Index Fds Value Etf Exchange Traded Fund (VTV)	0.1	$505k	+13%	2.9k	172.75	View chart
Proshares Tr S&p 500 Dv Arist Exchange Traded Fund (NOBL)	0.1	$501k	+10%	4.9k	102.18	View chart
Vanguard Wellington Fd Us Minimum Exchange Traded Fund (VFMV)	0.1	$495k	NEW	3.9k	126.74	View chart
Calamos Conv Opportunities & Sh Ben Int Common Stock (CHI)	0.1	$494k	-5%	52k	9.59	View chart
Ishares Tr Ibonds Dec25 Etf Exchange Traded Fund (IBDQ)	0.1	$491k	-9%	20k	25.15	View chart
First Tr Exchange-traded Fd Cap Strength Etf Exchange Traded Fund (FTCS)	0.1	$490k	-14%	5.5k	89.64	View chart
Nike Inc Cl B Common Stock (NKE)	0.1	$489k	-16%	7.7k	63.48	View chart
Vanguard Wellington Fd Us Multifactor Exchange Traded Fund (VFMF)	0.1	$482k	NEW	3.8k	126.31	View chart
Select Sector Spdr Tr Sbi Cons Discr Exchange Traded Fund (XLY)	0.1	$468k		2.4k	197.46	View chart
Vanguard Intl Equity Index F Ftse Europe Etf Exchange Traded Fund (VGK)	0.1	$466k	NEW	6.6k	70.21	View chart
M & T Bk Corp Common Stock (MTB)	0.1	$463k		2.6k	178.77	View chart
Cintas Corp Common Stock (CTAS)	0.1	$461k	+7%	2.2k	205.54	View chart
First Tr Exchange Trad Fd Vi Fst Tr Glb Exchange Traded Fund (FTGC)	0.1	$455k	NEW	18k	25.52	View chart
Boeing Common Stock (BA)	0.1	$450k		2.6k	170.54	View chart
Bristol-myers Squibb Common Stock (BMY)	0.1	$449k		7.4k	60.99	View chart
Hancock John Finl Opptys Fd Sh Ben Int Common Stock (BTO)	0.1	$439k	+4%	13k	34.11	View chart
Kkr & Co Common Stock (KKR)	0.1	$435k		3.8k	115.61	View chart
Ishares Tr Iboxx Inv Cp Etf Exchange Traded Fund (LQD)	0.1	$432k	-2%	4.0k	108.70	View chart
Interpublic Group Cos Common Stock (IPG)	0.1	$431k		16k	27.16	View chart
Ge Vernova Common Stock (GEV)	0.1	$423k	NEW	1.4k	305.28	View chart
Ishares Tr 3 7 Yr Treas Bd Exchange Traded Fund (IEI)	0.1	$404k	-11%	3.4k	118.13	View chart
Ark Etf Tr Innovation Etf Exchange Traded Fund (ARKK)	0.1	$404k	+7%	8.5k	47.58	View chart
Murphy Usa Common Stock (MUSA)	0.1	$401k		853.00	469.81	View chart
Deckers Outdoor Corp Common Stock (DECK)	0.1	$395k		3.5k	111.81	View chart
First Tr Exchange-traded Fd Ft Vest S&p 500 Exchange Traded Fund (KNG)	0.1	$388k	+23%	7.7k	50.52	View chart
Vanguard Scottsdale Fds Short Term Treas Exchange Traded Fund (VGSH)	0.1	$377k	-43%	6.4k	58.69	View chart
Pacer Fds Tr Lunt Lrgcp Multi Common Stock (PALC)	0.1	$373k		7.8k	47.95	View chart
Spdr Ser Tr Portfli Intrmdit Exchange Traded Fund (SPTI)	0.1	$371k		13k	28.58	View chart
General Mls Common Stock (GIS)	0.1	$369k	-5%	6.2k	59.79	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Fund (IJH)	0.1	$365k	-2%	6.3k	58.35	View chart
First Tr Exchange-traded Fd Alerian Us Nxtgn Exchange Traded Fund (RBLD)	0.1	$364k	+30%	5.5k	65.74	View chart
Morgan Stanley Common Stock (MS)	0.1	$364k	-2%	3.1k	116.67	View chart
Spdr Ser Tr Bloomberg Invt Exchange Traded Fund (FLRN)	0.1	$359k		12k	30.82	View chart
Iron Mtn Inc Del Common Stock (IRM)	0.1	$359k		4.2k	86.05	View chart
Global X Fds Artificial Etf Exchange Traded Fund (AIQ)	0.1	$356k	+26%	9.8k	36.38	View chart
Gaming & Leisure Pptys Common Stock (GLPI)	0.1	$355k		7.0k	50.90	View chart
Yum Brands Common Stock (YUM)	0.1	$347k	-12%	2.2k	157.39	View chart
Transdigm Group Common Stock (TDG)	0.1	$346k	+4%	250.00	1383.29	View chart
Global X Fds Clean Wtr Etf Exchange Traded Fund (AQWA)	0.1	$345k	+30%	20k	17.00	View chart
Chewy Inc Cl A Common Stock (CHWY)	0.1	$340k	+17%	10k	32.51	View chart
Ssga Active Etf Tr Blackstone Senr Exchange Traded Fund (SRLN)	0.1	$339k		8.2k	41.13	View chart
Simplify Exchange Traded Fun Managed Futures Exchange Traded Fund (CTA)	0.1	$338k	NEW	11k	29.60	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$337k	-3%	678.00	497.62	View chart
Columbia Seligm Prem Tech Gr Common Stock (STK)	0.1	$334k	+23%	12k	27.98	View chart
First Tr Exchange-traded Fd Nasdq Semcndtr Exchange Traded Fund (FTXL)	0.1	$332k		4.4k	75.55	View chart
First Tr Exchange-traded Fd Smid Risng Etf Exchange Traded Fund (SDVY)	0.1	$326k	+15%	9.7k	33.50	View chart
Innovator Etfs Trust S&p Invt Grd P Exchange Traded Fund (EPRF)	0.1	$322k		18k	17.66	View chart
Ishares Tr Pfd And Incm Sec Exchange Traded Fund (PFF)	0.1	$316k	-11%	10k	30.73	View chart
Ishares Tr Ishs 1-5yr Invs Exchange Traded Fund (IGSB)	0.1	$315k		6.0k	52.37	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Common Stock (SUN)	0.1	$314k	-15%	5.4k	58.06	View chart
Mondelez Intl Inc Cl A Common Stock (MDLZ)	0.1	$312k	-5%	4.6k	67.85	View chart
Global X Fds Rbtcs Artfl Inte Exchange Traded Fund (BOTZ)	0.1	$311k	-5%	11k	28.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Exchange Traded Fund (VWO)	0.1	$311k	-19%	6.9k	45.26	View chart
Wisdomtree Tr Itl Hdg Qtly Div Exchange Traded Fund (IHDG)	0.1	$308k	+4%	7.1k	43.40	View chart
Williams Cos Common Stock (WMB)	0.1	$304k	-4%	5.1k	59.76	View chart
Abbott Labs Common Stock (ABT)	0.1	$303k		2.3k	132.63	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.1	$302k		11k	28.53	View chart
Oneok Common Stock (OKE)	0.1	$301k	+23%	3.0k	99.23	View chart
Vanguard Index Fds Small Cp Etf Exchange Traded Fund (VB)	0.1	$298k	+9%	1.3k	221.76	View chart
Enbridge Common Stock (ENB)	0.1	$297k		6.7k	44.31	View chart
Energy Transfer L P Com Ut Ltd Ptn Common Stock (ET)	0.1	$296k		16k	18.59	View chart
Global X Fds Glbl X Mlp Etf Exchange Traded Fund (MLPA)	0.1	$290k	+12%	5.4k	53.23	View chart
First Tr Exchange-traded Fd Nasdq Oil Gas Exchange Traded Fund (FTXN)	0.1	$290k	-21%	9.6k	30.28	View chart
Republic Svcs Common Stock (RSG)	0.1	$287k	+13%	1.2k	242.20	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.1	$286k	-6%	7.8k	36.90	View chart
Ameren Corp Common Stock (AEE)	0.1	$284k		2.8k	100.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt Exchange Traded Fund (BND)	0.1	$284k	-7%	3.9k	73.45	View chart
Capri Holdings Common Stock (CPRI)	0.1	$282k	+28%	14k	19.73	View chart
Spdr Ser Tr Nuveen Blmbrg Mu Exchange Traded Fund (TFI)	0.1	$282k		6.3k	45.07	View chart
J P Morgan Exchange Traded F Equity Premium Exchange Traded Fund (JEPI)	0.1	$277k	+2%	4.9k	57.13	View chart
First Tr Exchange Traded Fd Hlth Care Alph Exchange Traded Fund (FXH)	0.1	$277k	-14%	2.7k	103.60	View chart
Texas Instrs Common Stock (TXN)	0.1	$275k	-4%	1.5k	179.72	View chart
American Elec Pwr Common Stock (AEP)	0.1	$275k	-3%	2.5k	109.29	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income Exchange Traded Fund (EIPI)	0.1	$274k		14k	20.29	View chart
Ford Mtr Common Stock (F)	0.1	$273k	-6%	27k	10.03	View chart
First Tr Morningstar Divid L Exchange Traded Fund (FDL)	0.1	$273k		6.3k	43.44	View chart
Schwab Strategic Tr Us Aggregate B Exchange Traded Fund (SCHZ)	0.1	$273k	NEW	12k	23.16	View chart
Vanguard Charlotte Fds Total Int Bd Etf Exchange Traded Fund (BNDX)	0.1	$271k	-6%	5.6k	48.82	View chart
Ishares Tr S&p 500 Grwt Etf Exchange Traded Fund (IVW)	0.1	$271k		2.9k	92.83	View chart
Cardinal Health Common Stock (CAH)	0.1	$270k		2.0k	137.78	View chart
Schwab Strategic Tr Us Dividend Eq Exchange Traded Fund (SCHD)	0.1	$268k	NEW	9.6k	27.96	View chart
First Tr Exchange Traded Fd Cloud Computing Exchange Traded Fund (SKYY)	0.1	$266k	+9%	2.6k	102.23	View chart
Cvs Health Corp Common Stock (CVS)	0.1	$261k	-34%	3.8k	67.75	View chart
Ishares Tr Rus 1000 Grw Etf Exchange Traded Fund (IWF)	0.1	$259k		717.00	361.02	View chart
Cummins Common Stock (CMI)	0.1	$258k	-7%	823.00	313.53	View chart
Blackrock Health Sciences Tr Common Stock (BME)	0.1	$257k		6.7k	38.64	View chart
Vaneck Etf Trust Gold Miners Etf Exchange Traded Fund (GDX)	0.1	$252k	NEW	5.5k	45.97	View chart
Spdr Index Shs Fds Portfolio Emg Mk Exchange Traded Fund (SPEM)	0.1	$250k	-22%	6.4k	39.37	View chart
Ishares Tr Msci Usa Mmentm Exchange Traded Fund (MTUM)	0.1	$249k		1.2k	202.13	View chart
Aflac Common Stock (AFL)	0.1	$247k		2.2k	111.18	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut Exchange Traded Fund (GBTC)	0.1	$246k	NEW	3.8k	65.17	View chart
Vanguard Bd Index Fds Short Trm Bond Exchange Traded Fund (BSV)	0.1	$240k	-7%	3.1k	78.28	View chart
Trane Technologies Common Stock (TT)	0.1	$239k		709.00	336.95	View chart
Ge Aerospace Common Stock (GE)	0.1	$237k	-4%	1.2k	200.17	View chart
Pimco Dynamic Income Exchange Traded Fund (PDI)	0.1	$233k		12k	19.80	View chart
Zoetis Inc Cl A Common Stock (ZTS)	0.1	$233k		1.4k	164.67	View chart
Target Corp Common Stock (TGT)	0.1	$233k	-6%	2.2k	104.38	View chart
Ishares Tr Core 80/20 Aggre Exchange Traded Fund (AOA)	0.1	$232k	NEW	3.0k	76.51	View chart
Norfolk Southn Corp Common Stock (NSC)	0.1	$231k		977.00	236.89	View chart
First Tr Exchange-traded Fd Wtr Etf Exchange Traded Fund (FIW)	0.1	$229k	+3%	2.3k	100.71	View chart
Mplx Lp Com Unit Rep Common Stock (MPLX)	0.1	$229k		4.3k	53.52	View chart
Calamos Conv & High Income F Common Stock (CHY)	0.1	$228k	+5%	23k	10.10	View chart
Caseys Gen Stores Common Stock (CASY)	0.1	$227k	NEW	522.00	434.04	View chart
3M Common Stock (MMM)	0.1	$224k	-3%	1.5k	146.91	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid Exchange Traded Fund (SDVD)	0.1	$223k	NEW	11k	19.97	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity Exchange Traded Fund (RSJN)	0.1	$222k		7.0k	31.69	View chart
First Tr Exchange Traded Fd Nasdq Cln Edge Exchange Traded Fund (GRID)	0.1	$221k	NEW	2.0k	113.13	View chart
First Tr Exchange-traded Fd Multi Asset Di Exchange Traded Fund (MDIV)	0.1	$220k		13k	16.35	View chart
Canadian Imperial Bk Comm Common Stock (CM)	0.1	$217k		3.9k	56.30	View chart
Mfs Charter Income Tr Sh Ben Int Exchange Traded Fund (MCR)	0.1	$217k		35k	6.27	View chart
Spdr Ser Tr S&p Biotech Exchange Traded Fund (XBI)	0.1	$217k	+3%	2.7k	81.11	View chart
Colgate Palmolive Common Stock (CL)	0.1	$216k		2.3k	93.69	View chart
Kimberly-clark Corp Common Stock (KMB)	0.1	$216k	-9%	1.5k	142.18	View chart
Select Sector Spdr Tr Indl Exchange Traded Fund (XLI)	0.1	$210k		1.6k	131.07	View chart
Marathon Pete Corp Common Stock (MPC)	0.1	$207k	NEW	1.4k	145.73	View chart
Wells Fargo Common Stock (WFC)	0.1	$204k	NEW	2.8k	71.79	View chart
Eaton Vance Tax-managed Dive Exchange Traded Fund (ETY)	0.1	$203k		14k	14.26	View chart
Cohen & Steers Closed-end Op Common Stock (FOF)	0.0	$158k		13k	12.07	View chart
Oxford Lane Cap Corp Exchange Traded Fund (OXLC)	0.0	$154k	NEW	33k	4.72	View chart
Calamos Gbl Dyn Income Fund Common Stock (CHW)	0.0	$150k	+2%	23k	6.39	View chart
Nuveen Amt Free Qlty Mun Exchange Traded Fund (NEA)	0.0	$148k	NEW	13k	11.20	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int Exchange Traded Fund (GGN)	0.0	$139k		32k	4.37	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int Common Stock (AWP)	0.0	$133k		34k	3.88	View chart
Xai Madison Equity Premium I Common Stock (MCN)	0.0	$129k		21k	6.13	View chart
Eaton Vance Tax-managed Glob Exchange Traded Fund (ETW)	0.0	$121k	NEW	15k	8.25	View chart
Gamco Nat Res Gold & Income Sh Ben Int Exchange Traded Fund (GNT)	0.0	$114k	+6%	19k	6.09	View chart
Gabelli Conv & Inc Secs Fd I Closed End Fund (GCV)	0.0	$108k	-6%	29k	3.73	View chart
High Income Secs Fd Shs Ben Int Exchange Traded Fund (PCF)	0.0	$92k	NEW	14k	6.65	View chart
Mfs Govt Mkts Income Tr Sh Ben Int Exchange Traded Fund (MGF)	0.0	$74k		24k	3.17	View chart
Mfs Inter Income Tr Sh Ben Int Exchange Traded Fund (MIN)	0.0	$69k		26k	2.69	View chart
Neuberger Berman Real Estate Common Stock (NRO)	0.0	$61k		19k	3.30	View chart
First Tr Specialty Fin & Fin Com Ben Intr Exchange Traded Fund (FGB)	0.0	$51k	NEW	12k	4.30	View chart
Mfs Inter High Income Fd Sh Ben Int Exchange Traded Fund (CIF)	0.0	$27k	NEW	16k	1.71	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 2025 Q1 filed April 21, 2025
L.m. Kohn & Company 2024 Q4 filed Jan. 30, 2025
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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