Kuhn & Co Investment Counsel

Kuhn & Co Investment Counsel as of March 31, 2025

Portfolio Holdings for Kuhn & Co Investment Counsel

Kuhn & Co Investment Counsel holds 127 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
Schwab Strategic Tr Fundamental Intl (FNDF) 3.9 $4.6M 127k 36.14
Apple (AAPL) 3.7 $4.4M 20k 222.13
Capital Group Growth Etf Shs Creation Uni (CGGR) 3.2 $3.8M 110k 34.25
Vanguard Index Fds Value Etf (VTV) 3.0 $3.6M 21k 172.74
NVIDIA Corporation (NVDA) 3.0 $3.5M 32k 108.38
Vanguard Index Fds Growth Etf (VUG) 2.9 $3.4M 9.1k 370.83
Wells Fargo & Company (WFC) 2.7 $3.2M 45k 71.79
Eli Lilly & Co. (LLY) 2.3 $2.8M 3.3k 825.91
Amazon (AMZN) 2.1 $2.5M 13k 190.26
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.0 $2.4M 68k 35.64
Vanguard Whitehall Fds High Div Yld (VYM) 1.8 $2.2M 17k 128.96
Visa Com Cl A (V) 1.8 $2.1M 6.1k 350.46
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.7 $2.0M 41k 49.62
Linde SHS (LIN) 1.7 $2.0M 4.3k 465.64
Accenture Plc Ireland Shs Class A (ACN) 1.6 $1.9M 6.2k 312.04
Victory Portfolios Ii Victoryshares We (MODL) 1.5 $1.8M 47k 38.82
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.5 $1.8M 39k 45.65
New York Life Invts Active E Nyli Mackay Mun (MMIT) 1.5 $1.8M 74k 23.97
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.4 $1.7M 21k 80.37
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.3 $1.6M 21k 73.69
Illinois Tool Works (ITW) 1.3 $1.5M 6.0k 248.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.4M 2.5k 559.45
Lam Research Corp Com New (LRCX) 1.2 $1.4M 19k 72.70
Goldman Sachs (GS) 1.2 $1.4M 2.5k 546.29
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $1.3M 17k 78.94
Nextera Energy (NEE) 1.1 $1.3M 19k 70.89
Raytheon Technologies Corp (RTX) 1.0 $1.2M 9.4k 132.46
Microsoft Corporation (MSFT) 1.0 $1.2M 3.3k 375.44
Danaher Corporation (DHR) 1.0 $1.2M 5.9k 205.00
Procter & Gamble Company (PG) 1.0 $1.2M 7.1k 170.43
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.0 $1.2M 20k 58.69
W.W. Grainger (GWW) 0.9 $1.1M 1.1k 987.83
Pepsi (PEP) 0.9 $1.0M 6.8k 149.94
Southern Company (SO) 0.9 $1.0M 11k 91.95
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.8 $989k 16k 63.54
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $971k 3.8k 258.60
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.8 $952k 19k 51.55
Johnson & Johnson (JNJ) 0.8 $914k 5.5k 165.84
Netflix (NFLX) 0.7 $872k 935.00 932.53
Amgen (AMGN) 0.7 $862k 2.8k 311.55
Alphabet Cap Stk Cl A (GOOGL) 0.7 $862k 5.6k 154.65
Paychex (PAYX) 0.7 $861k 5.6k 154.28
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.7 $856k 63k 13.63
American Tower Reit (AMT) 0.7 $842k 3.9k 217.60
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.7 $836k 18k 47.04
Vanguard Index Fds Small Cp Etf (VB) 0.7 $819k 3.7k 221.75
Pinnacle West Capital Corporation (PNW) 0.7 $819k 8.6k 95.25
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.7 $799k 16k 50.85
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.7 $795k 33k 24.34
Wal-Mart Stores (WMT) 0.6 $758k 8.6k 87.79
Progressive Corporation (PGR) 0.6 $755k 2.7k 283.01
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.6 $753k 30k 25.22
Invesco Actively Managed Exc Total Return (GTO) 0.6 $735k 16k 46.93
American Electric Power Company (AEP) 0.6 $718k 6.6k 109.27
Tesla Motors (TSLA) 0.6 $711k 2.7k 259.16
JPMorgan Chase & Co. (JPM) 0.6 $696k 2.8k 245.32
Duke Energy Corp Com New (DUK) 0.6 $692k 5.7k 121.97
Adobe Systems Incorporated (ADBE) 0.6 $692k 1.8k 383.53
Metropcs Communications (TMUS) 0.6 $690k 2.6k 266.71
Exxon Mobil Corporation (XOM) 0.6 $683k 5.7k 118.92
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.6 $680k 14k 50.02
Schwab Strategic Tr Fundamental Us L (FNDX) 0.6 $678k 29k 23.61
Alphabet Cap Stk Cl C (GOOG) 0.6 $672k 4.3k 156.23
salesforce (CRM) 0.6 $662k 2.5k 268.36
Meta Platforms Cl A (META) 0.5 $636k 1.1k 576.36
Corpay Com Shs (CPAY) 0.5 $628k 1.8k 348.72
Lamar Advertising Cl A (LAMR) 0.5 $626k 5.5k 113.78
Waste Management (WM) 0.5 $613k 2.6k 231.51
MetLife (MET) 0.5 $612k 7.6k 80.29
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.5 $600k 15k 40.38
Blackrock (BLK) 0.5 $584k 617.00 946.48
Nuveen Div. Advantage Muni. Fund (NAD) 0.5 $580k 50k 11.52
Mccormick & Co Com Non Vtg (MKC) 0.5 $577k 7.0k 82.31
Honeywell International (HON) 0.5 $566k 2.7k 211.75
Stryker Corporation (SYK) 0.5 $541k 1.5k 372.25
Microchip Technology (MCHP) 0.4 $533k 11k 48.41
Snap-on Incorporated (SNA) 0.4 $516k 1.5k 337.01
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.4 $501k 13k 39.16
International Business Machines (IBM) 0.4 $499k 2.0k 248.66
Phillips 66 (PSX) 0.4 $490k 4.0k 123.49
Waters Corporation (WAT) 0.4 $484k 1.3k 368.57
Fidelity Covington Trust Enhanced Large (FELG) 0.4 $471k 15k 31.50
McDonald's Corporation (MCD) 0.4 $451k 1.4k 312.37
Ecolab (ECL) 0.4 $444k 1.8k 253.52
Cisco Systems (CSCO) 0.4 $443k 7.2k 61.71
Northrop Grumman Corporation (NOC) 0.4 $435k 850.00 512.01
Anthem (ELV) 0.4 $435k 1.0k 434.96
Select Sector Spdr Tr Technology (XLK) 0.4 $430k 2.1k 206.48
Starbucks Corporation (SBUX) 0.4 $416k 4.2k 98.09
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.4 $416k 17k 24.48
Crowdstrike Hldgs Cl A (CRWD) 0.3 $404k 1.1k 352.58
Roper Industries (ROP) 0.3 $398k 675.00 589.58
ConocoPhillips (COP) 0.3 $395k 3.8k 105.03
Iqvia Holdings (IQV) 0.3 $384k 2.2k 176.30
Pfizer (PFE) 0.3 $375k 15k 25.34
Chevron Corporation (CVX) 0.3 $371k 2.2k 167.29
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $367k 6.1k 60.17
J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $355k 4.8k 73.79
Coca-Cola Company (KO) 0.3 $346k 4.8k 71.61
Philip Morris International (PM) 0.3 $338k 2.1k 158.73
Uber Technologies (UBER) 0.3 $329k 4.5k 72.86
Clorox Company (CLX) 0.3 $323k 2.2k 147.25
Blackrock Etf Trust Ii Ishares High Yie (SHYM) 0.3 $321k 14k 22.67
Kimberly-Clark Corporation (KMB) 0.3 $320k 2.3k 142.22
Intuit (INTU) 0.3 $319k 520.00 613.99
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.3 $315k 1.7k 186.39
Ameresco Cl A (AMRC) 0.3 $310k 26k 12.08
Constellation Energy (CEG) 0.3 $309k 1.5k 201.63
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $309k 5.4k 57.14
Becton, Dickinson and (BDX) 0.3 $305k 1.3k 229.06
Boeing Company (BA) 0.2 $281k 1.7k 170.55
PPL Corporation (PPL) 0.2 $271k 7.5k 36.11
Novo-nordisk A S Adr (NVO) 0.2 $270k 3.9k 69.44
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $268k 1.8k 146.01
Abbott Laboratories (ABT) 0.2 $262k 2.0k 132.65
Unilever Spon Adr New (UL) 0.2 $261k 4.4k 59.55
Home Depot (HD) 0.2 $254k 693.00 366.49
UnitedHealth (UNH) 0.2 $253k 483.00 523.75
Key (KEY) 0.2 $251k 16k 15.99
Genuine Parts Company (GPC) 0.2 $243k 2.0k 119.14
Arthur J. Gallagher & Co. (AJG) 0.2 $237k 686.00 345.24
Nuveen Build Amer Bd (NBB) 0.2 $233k 15k 16.02
Lockheed Martin Corporation (LMT) 0.2 $226k 505.00 446.71
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $216k 2.7k 79.37
Hca Holdings (HCA) 0.2 $205k 593.00 345.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $202k 431.00 469.21
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $189k 17k 11.20