Fund HoldingsKuhn & Co Investment Counsel

Total Portfolio Value
$106.36M
Total Bought
$8.03M
Total Sold
$7.39M
Net Transaction
+$635.9K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)4,2673,973-2942,1133,5903.38%+1,477
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
86,82096,377+9,5572,4513,0832.90%+632
SCHWAB STRATEGIC TR103,934115,205+11,2713,5064,1023.86%+597
CORPAY INC(CPAY)01,800+1,80005550.52%+555
ELI LILLY & CO(LLY)4,0613,702-3592,3672,8802.71%+513
VANGUARD INDEX FDS8,8459,447+6022,7503,2523.06%+502
NOVO-NORDISK A S(NVO)03,800+3,80004880.46%+488
PFIZER INC(PFE)014,470+14,47004020.38%+402
WELLS FARGO CO NEW(WFC)45,10145,10102,2202,6142.46%+394
LAM RESEARCH CORP(LRCX)2,0882,08801,6352,0291.91%+393
VANGUARD INDEX FDS17,63118,450+8192,6363,0052.83%+369
AMAZON COM INC(AMZN)12,69312,69301,9292,2902.15%+361
CROWDSTRIKE HLDGS INC(CRWD)01,124+1,12403600.34%+360
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
41,87948,826+6,9471,2501,5871.49%+337
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
5,64410,679+5,0353146400.60%+326
LINDE PLC(LIN)5,1245,12402,1042,3792.24%+275
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
13,11719,030+5,9136188880.83%+270
COINBASE GLOBAL INC(COIN)0835+83502210.21%+221
VICTORY PORTFOLIOS II
VICT WES U S ETF
21,65925,819+4,1607059240.87%+220
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,402+1,40202070.19%+207
NUVEEN AMT FREE QLTY MUN INC014,662+14,66201620.15%+162
META PLATFORMS INC(META)1,1591,149-104105580.52%+148
MICROSOFT CORP(MSFT)3,2373,238+11,2171,3621.28%+145
VANGUARD MUN BD FDS27,65030,724+3,0741,4121,5551.46%+143
SPDR SER TR
ST STR P500GRW
16,84916,905+561,0961,2371.16%+140
VANGUARD INDEX FDS3,8824,227+3458289660.91%+138
INDEXIQ ACTIVE ETF TR
MACKAY MUN INTER
52,63358,659+6,0261,2931,4311.35%+138
RTX CORPORATION(RTX)10,05710,061+48469810.92%+135
NETFLIX INC(NFLX)1,0751,078+35236550.62%+131
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
05,189+5,18903640.34%+364
PROCTER AND GAMBLE CO(PG)8,1628,163+11,1961,3241.25%+128
PROGRESSIVE CORP(PGR)2,6662,66604255510.52%+127
GRAINGER W W INC(GWW)1,1981,098-1009931,1171.05%+124
VISA INC(V)6,7136,703-101,7481,8711.76%+123
PHILLIPS 66(PSX)3,9683,96805286480.61%+120
SCHWAB STRATEGIC TR7,6948,802+1,1084775930.56%+117
DANAHER CORPORATION(DHR)5,9695,96901,3811,4911.40%+110
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
021,667+21,66703010.28%+301
SALESFORCE INC(CRM)2,4812,48106537470.70%+94
WASTE MGMT INC DEL(WM)2,6912,69104825740.54%+92
VANGUARD INDEX FDS9591,052+934195060.48%+87
STRYKER CORPORATION(SYK)1,4641,46404385240.49%+86
EXXON MOBIL CORP4,6844,713+294685480.52%+80
NUVEEN QUALITY MUNCP INCOME(NAD)022,698+22,69802600.24%+260
GOLDMAN SACHS GROUP INC(GS)2,4072,40709291,0050.95%+77
UBER TECHNOLOGIES INC(UBER)04,518+4,51803480.33%+348
LAMAR ADVERTISING CO NEW(LAMR)5,5005,50005856570.62%+72
FLEXSHARES TR
HIG YLD VL ETF
11,46513,071+1,6064695370.51%+69
SPDR S&P 500 ETF TR(SPY)2,3472,262-851,1151,1831.11%+68
WALMART INC(WMT)2,8788,634+5,7564545200.49%+66
NEXTERA ENERGY INC(NEE)19,68219,68201,1951,2581.18%+62
METLIFE INC(MET)7,6257,62505045650.53%+61
MERCK & CO INC(MRK)2,6352,63502873480.33%+60
ALPHABET INC(GOOG)5,3355,33507458050.76%+60
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
15,23216,329+1,0978889480.89%+60
MCCORMICK & CO INC(MKC)7,0107,01004805380.51%+59
VANGUARD INDEX FDS3,7353,711-248699270.87%+58
ECOLAB INC(ECL)1,7501,75003474040.38%+57
VANGUARD WHITEHALL FDS16,49715,664-8331,8421,8951.78%+54
ALPHABET INC(GOOG)4,3034,30306066550.62%+49
ELEVANCE HEALTH INC(ELV)1,0061,00604745220.49%+47
IQVIA HLDGS INC(IQV)2,1752,17505035500.52%+47
ILLINOIS TOOL WKS INC(ITW)6,6966,69601,7541,7971.69%+43
CONOCOPHILLIPS(COP)3,7803,782+24394810.45%+43
AMERESCO INC10,65015,650+5,0003373780.36%+40
INVESCO ACTIVELY MANAGED ETF
TOTAL RETURN
13,10614,066+9606196580.62%+39
FIDELITY COVINGTON TRUST
ENHANCED LARGE
08,874+8,87402620.25%+262
JACOBS SOLUTIONS INC(J)01,598+1,59802460.23%+246
PEPSICO INC(PEP)7,2267,229+31,2271,2651.19%+38
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
11,15811,652+4948639010.85%+38
SPDR SER TR
ST NUVE HIGH ETF
18,42319,603+1,1804665040.47%+38
JPMORGAN CHASE & CO(JPM)01,222+1,22202450.23%+245
GENUINE PARTS CO(GPC)02,043+2,04303170.30%+317
AMERICAN ELEC PWR CO INC6,7186,71805465780.54%+33
HOME DEPOT INC(HD)0701+70102690.25%+269
CONSTELLATION BRANDS INC(STZ)0904+90402460.23%+246
PINNACLE WEST CAP CORP(PNW)8,7468,74606286540.61%+25
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
1,6811,683+23083320.31%+23
CLOROX CO DEL(CLX)2,1922,19203133360.32%+23
KEYCORP(KEY)015,700+15,70002480.23%+248
CHEVRON CORP NEW(CVX)2,9092,885-244344550.43%+21
WATERS CORP(WAT)1,3121,31204324520.42%+20
THERMO FISHER SCIENTIFIC INC(TMO)0383+38302230.21%+223
SOUTHERN CO(SO)10,93910,93907677850.74%+18
KIMBERLY-CLARK CORP(KMB)02,250+2,25002910.27%+291
INTUIT(INTU)543547+43393560.33%+16
SNAP ON INC(SNA)2,0712,07105986130.58%+15
BLACKROCK INC(BLK)61761705015140.48%+14
NORTHROP GRUMMAN CORP(NOC)1,0541,05404935050.47%+11
ROPER TECHNOLOGIES INC(ROP)69369303783890.37%+11
COCA COLA CO(KO)4,8234,82302842950.28%+11
JOHNSON & JOHNSON(JNJ)5,6165,620+48808890.84%+9
T-MOBILE US INC(TMUS)2,5832,586+34144220.40%+8
UNILEVER PLC(UL)04,388+4,38802200.21%+220
PPL CORP(PPL)07,500+7,50002060.19%+206
VANGUARD WHITEHALL FDS22,02021,318-7021,4641,4671.38%+3
LOCKHEED MARTIN CORP(LMT)0511+51102320.22%+232
DUKE ENERGY CORP NEW(DUK)5,7935,79305625600.53%-2
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
12,70012,70002882850.27%-3
PIMCO ETF TR
SHTRM MUN BD ACT
7,4717,396-753743690.35%-5
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