Fund HoldingsKuhn & Co Investment Counsel

Total Portfolio Value
$118.63M
Total Bought
$7.82M
Total Sold
$3.94M
Net Transaction
+$3.88M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SCHWAB STRATEGIC TR0127,113+127,11304,5943.87%+4,594
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
016,982+16,98204160.35%+416
VICTORY PORTFOLIOS II
VICT WES U S ETF
35,36146,588+11,2271,4231,8091.52%+386
JPMORGAN CHASE & CO.(JPM)1,3552,837+1,4823256960.59%+371
AMERICAN CENTY ETF TR06,103+6,10303670.31%+367
FIDELITY MERRIMACK STR TR31,66739,125+7,4581,4211,7861.51%+365
VANGUARD INDEX FDS19,30120,810+1,5093,2683,5953.03%+327
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,833+1,83302680.23%+268
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
60,82567,677+6,8522,1452,4122.03%+267
GALLAGHER ARTHUR J & CO(AJG)0686+68602370.20%+237
WISDOMTREE TR(WT)02,725+2,72502160.18%+216
HCA HEALTHCARE INC(HCA)0593+59302050.17%+205
INVESCO QQQ TR0431+43102020.17%+202
LINDE PLC(LIN)04,288+4,28801,9971.68%+1,997
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
12,55415,710+3,1566377990.67%+162
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
53,72262,805+9,0836988560.72%+158
RTX CORPORATION(RTX)09,353+9,35301,2391.04%+1,239
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
15,21016,990+1,7801,1871,3411.13%+155
FIDELITY COVINGTON TRUST8,61612,791+4,1753555010.42%+146
AMGEN INC(AMGN)02,768+2,76808620.73%+862
PIMCO ETF TR
SHTRM MUN BD ACT
10,86713,603+2,7365426800.57%+139
AMERICAN TOWER CORP NEW(AMT)03,867+3,86708410.71%+841
T-MOBILE US INC(TMUS)2,5862,58605716900.58%+119
JOHNSON & JOHNSON(JNJ)05,510+5,51009140.77%+914
PROGRESSIVE CORP(PGR)2,6662,66606397550.64%+116
VANGUARD WHITEHALL FDS021,167+21,16701,5601.31%+1,560
AMERICAN ELEC PWR CO INC06,568+6,56807180.61%+718
SOUTHERN CO(SO)010,999+10,99901,0110.85%+1,011
PIMCO ETF TR
INTER MUN BD ACT
16,38318,474+2,0918479520.80%+105
SPDR S&P 500 ETF TR(SPY)2,2542,540+2861,3211,4211.20%+100
VANGUARD MUN BD FDS38,43940,720+2,2811,9272,0211.70%+94
PINNACLE WEST CAP CORP(PNW)8,5968,59607298190.69%+90
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
19,08020,396+1,3161,1101,1971.01%+87
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
14,31415,559+1,2459069890.83%+83
PHILIP MORRIS INTL INC(PM)2,1312,13102563380.29%+82
DUKE ENERGY CORP NEW(DUK)5,6765,67606126920.58%+81
NUVEEN QUALITY MUNCP INCOME(NAD)42,95150,324+7,3735015800.49%+79
WASTE MGMT INC DEL(WM)2,6462,64605346130.52%+79
PAYCHEX INC(PAYX)5,5785,57807828610.73%+78
WELLS FARGO CO NEW(WFC)44,94245,003+613,1573,2312.72%+74
EXXON MOBIL CORP5,7135,744+316156830.58%+69
SPDR SER TR
ST NUVE HIGH ETF
26,83929,850+3,0116877530.63%+66
ELEVANCE HEALTH INC(ELV)01,000+1,00004350.37%+435
UBER TECHNOLOGIES INC(UBER)04,508+4,50803280.28%+328
FLEXSHARES TR
HIG YLD VL ETF
13,31614,855+1,5395426000.51%+58
INTERNATIONAL BUSINESS MACHS(IBM)2,0072,00704414990.42%+58
NEW YORK LIFE INVTS ACTIVE E
MACKAY MUN INTER
71,98174,280+2,2991,7281,7801.50%+52
CHEVRON CORP NEW(CVX)2,2182,21803213710.31%+50
ROPER TECHNOLOGIES INC(ROP)67567503513980.34%+47
COCA COLA CO(KO)4,8284,82803013460.29%+45
VISA INC(V)6,6206,096-5242,0922,1361.80%+44
MCCORMICK & CO INC(MKC)7,0097,00905345770.49%+43
ABBOTT LABS1,9781,97802242620.22%+39
NETFLIX INC(NFLX)93593508338720.74%+39
PHILLIPS 66(PSX)03,968+3,96804900.41%+490
NORTHROP GRUMMAN CORP(NOC)0850+85004350.37%+435
ECOLAB INC(ECL)1,7501,75004104440.37%+34
MCDONALDS CORP(MCD)01,443+1,44304510.38%+451
VANGUARD WHITEHALL FDS16,70616,777+712,1322,1641.82%+32
STARBUCKS CORP(SBUX)4,2404,241+13874160.35%+29
PPL CORP(PPL)7,5007,50002432710.23%+27
KIMBERLY-CLARK CORP(KMB)2,2502,25002953200.27%+25
NUVEEN AMT FREE QLTY MUN INC14,66216,882+2,2201651890.16%+24
CONOCOPHILLIPS(COP)3,7613,76103733950.33%+22
PROCTER AND GAMBLE CO(PG)7,0897,08901,1881,2081.02%+20
CORPAY INC(CPAY)1,8001,80006096280.53%+19
CROWDSTRIKE HLDGS INC(CRWD)1,1281,146+183864040.34%+18
CISCO SYS INC(CSCO)07,170+7,17004420.37%+442
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
17,75817,770+128188360.70%+18
STRYKER CORPORATION(SYK)1,4541,45405245410.46%+18
NUVEEN TAXABLE MUNICPAL INM14,51214,51202172320.20%+15
UNILEVER PLC(UL)4,3884,38802492610.22%+13
SCHWAB STRATEGIC TR28,14728,713+5666676780.57%+11
BLACKROCK ETF TRUST II13,74514,170+4253113210.27%+10
UNITEDHEALTH GROUP INC(UNH)48348302442530.21%+9
GENUINE PARTS CO(GPC)2,0432,04302392430.21%+5
BECTON DICKINSON & CO(BDX)1,3321,33203023050.26%+3
ELI LILLY & CO(LLY)03,345+3,34502,7632.33%+2,763
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
5,4005,40003113090.26%-2
WATERS CORP(WAT)1,3121,31204874840.41%-3
SNAP ON INC(SNA)01,531+1,53105160.43%+516
META PLATFORMS INC(META)1,1021,104+26456360.54%-9
BOEING CO(BA)1,6501,65002922810.24%-11
METLIFE INC(MET)7,6257,62506246120.52%-12
PEPSICO INC(PEP)06,771+6,77101,0150.86%+1,015
SPDR SER TR
ST STR P500GRW
19,08020,695+1,6151,6771,6631.40%-14
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
16,14915,663-4867497350.62%-14
FIDELITY COVINGTON TRUST
ENHANCED LARGE
13,72614,942+1,2164854710.40%-15
NEXTERA ENERGY INC(NEE)018,908+18,90801,3401.13%+1,340
HOME DEPOT INC(HD)69369302702540.21%-16
PFIZER INC(PFE)14,80014,80003933750.32%-18
KEYCORP(KEY)15,70015,70002692510.21%-18
LOCKHEED MARTIN CORP(LMT)50550502452260.19%-20
VANGUARD INDEX FDS3,7543,75409919710.82%-21
WALMART INC(WMT)8,6348,63407807580.64%-22
INTUIT(INTU)548520-283443190.27%-25
ILLINOIS TOOL WKS INC(ITW)05,985+5,98501,4841.25%+1,484
CLOROX CO DEL(CLX)2,1922,19203563230.27%-33
CONSTELLATION ENERGY CORP(CEG)1,5331,53303433090.26%-34
SCHWAB STRATEGIC TR34,48832,663-1,8258307950.67%-35
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