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Ishares Tr s^p aggr all shares owned by L.m. Kohn & Company

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by L.m. Kohn & Company from 13F filings

Historical chart of L.m. Kohn & Company investment in Ishares Tr s^p aggr all

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All positions including Ishares Tr s^p aggr all held by L.m. Kohn & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr s^p aggr all by L.m. Kohn & Company

Quarter filed Position value Share count Share price at filing
2025-06-30 $272k 3.3k 83.41
2025-03-31 $232k 3.0k 76.51

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Jpmorgan Chase & Co Common Stock (JPM)
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Nvidia Corporation Common Stock (NVDA)
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)
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Select Sector Spdr Tr Technology Exchange Traded Fund (XLK)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Exchange Traded Fund (SPHD)
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)
Spdr Ser Tr Bbg Conv Sec Etf Exchange Traded Fund (CWB)

View all positions for L.m. Kohn & Company

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
Assetmark
LPL Financial
Mesirow Financial Investment Management International Equity
Cambridge Investment Research Advisors
Wells Fargo & Company
Jim Saulnier & Associates
Foundations Investment Advisors
Warren Averett Asset Management
Ellenbecker Investment Group
Cetera Investment Advisers
LBMC Investment Advisors
Patton Albertson & Miller
CX Institutional

View all funds holding Ishares Tr s^p aggr all