Fund HoldingsKuhn & Co Investment Counsel

Total Portfolio Value
$111.42M
Total Bought
$11.35M
Total Sold
$7.80M
Net Transaction
+$3.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SCHWAB STRATEGIC TR0119,367+119,36704,1813.75%+4,181
NVIDIA CORPORATION(NVDA)3,97336,506+32,5333,5904,5104.05%+920
APPLE INC(AAPL)019,511+19,51104,1093.69%+4,109
PIMCO ETF TR
INTER MUN BD ACT
013,743+13,74307150.64%+715
SCHWAB STRATEGIC TR08,802+8,80205900.53%+590
ELI LILLY & CO(LLY)3,7023,70202,8803,3523.01%+472
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
96,377103,432+7,0553,0833,4023.05%+319
VANGUARD INDEX FDS9,4479,487+403,2523,5483.18%+297
CONSTELLATION ENERGY CORP(CEG)01,433+1,43302870.26%+287
SPDR SER TR
ST STR P500GRW
16,90518,451+1,5461,2371,4781.33%+242
PHILIP MORRIS INTL INC(PM)02,131+2,13102160.19%+216
BLACKROCK ETF TRUST II09,330+9,33002110.19%+211
VANGUARD MUN BD FDS30,72435,043+4,3191,5551,7561.58%+201
OMNICOM GROUP INC(OMC)02,232+2,23202000.18%+200
LAM RESEARCH CORP(LRCX)2,0882,084-42,0292,2191.99%+191
AMAZON COM INC(AMZN)12,69312,813+1202,2902,4762.22%+187
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
48,82653,365+4,5391,5871,7611.58%+174
ALPHABET INC(GOOG)5,3355,375+408059790.88%+174
INDEXIQ ACTIVE ETF TR
MACKAY MUN INTER
58,65966,346+7,6871,4311,6041.44%+174
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
21,66733,293+11,6263014680.42%+167
ALPHABET INC(GOOG)4,3034,30306557890.71%+134
NEXTERA ENERGY INC(NEE)19,68219,583-991,2581,3871.24%+129
FIDELITY COVINGTON TRUST
ENHANCED LARGE
8,87411,826+2,9522623820.34%+119
EXXON MOBIL CORP4,7135,621+9085486470.58%+99
NUVEEN QUALITY MUNCP INCOME(NAD)22,69830,018+7,3202603520.32%+92
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
10,67912,339+1,6606407310.66%+92
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
19,03021,010+1,9808889730.87%+86
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
010,310+10,31005230.47%+523
MICROSOFT CORP(MSFT)3,2383,228-101,3621,4431.29%+81
GOLDMAN SACHS GROUP INC(GS)2,4072,400-71,0051,0860.97%+80
VICTORY PORTFOLIOS II
VICT WES U S ETF
25,81926,879+1,0609241,0040.90%+80
AMGEN INC(AMGN)02,768+2,76808650.78%+865
ADOBE INC(ADBE)01,815+1,81501,0080.90%+1,008
AMERESCO INC15,65015,65003784510.40%+73
SPDR SER TR
ST NUVE HIGH ETF
19,60322,564+2,9615045740.52%+70
CROWDSTRIKE HLDGS INC(CRWD)1,1241,12403604310.39%+70
TESLA INC(TSLA)02,676+2,67605300.48%+530
WALMART INC(WMT)8,6348,63405205850.52%+65
SOUTHERN CO(SO)10,93910,93907858490.76%+64
WELLS FARGO CO NEW(WFC)45,10145,030-712,6142,6742.40%+60
NOVO-NORDISK A S(NVO)3,8003,822+224885460.49%+58
PIMCO ETF TR
SHTRM MUN BD ACT
7,3968,553+1,1573694270.38%+57
POWERSHARES ACTIVELY MANAGED
TOTAL RETURN
14,06615,306+1,2406587100.64%+51
SPDR S&P 500 ETF TR(SPY)2,2622,266+41,1831,2331.11%+50
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,865+1,86504220.38%+422
VANGUARD INDEX FDS1,0521,103+515065510.49%+46
FIDELITY MERRIMACK STR TR031,322+31,32201,4071.26%+1,407
VANGUARD WHITEHALL FDS15,66416,281+6171,8951,9311.73%+36
T-MOBILE US INC(TMUS)2,5862,58604224560.41%+34
RTX CORPORATION(RTX)10,06110,045-169811,0080.91%+27
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
12,70013,915+1,2152853090.28%+24
ELEVANCE HEALTH INC(ELV)1,0061,00605225450.49%+23
META PLATFORMS INC(META)1,1491,14905585790.52%+21
UNILEVER PLC(UL)4,3884,38802202410.22%+21
DUKE ENERGY CORP NEW(DUK)5,7935,79305605810.52%+20
KIMBERLY-CLARK CORP(KMB)2,2502,25002913110.28%+20
MICROCHIP TECHNOLOGY INC.(MCHP)011,037+11,03701,0100.91%+1,010
HONEYWELL INTL INC(HON)02,635+2,63505630.51%+563
PINNACLE WEST CAP CORP(PNW)8,7468,74606546680.60%+14
ECOLAB INC(ECL)1,7501,75004044170.37%+12
COCA COLA CO(KO)4,8234,824+12953070.28%+12
SCHWAB STRATEGIC TR019,513+19,51309390.84%+939
AMERICAN ELEC PWR CO INC6,7186,71805785890.53%+11
PROCTER AND GAMBLE CO(PG)8,1638,088-751,3241,3341.20%+9
UNITEDHEALTH GROUP INC(UNH)0528+52802690.24%+269
PFIZER INC(PFE)14,47014,560+904024070.37%+6
NUVEEN AMT FREE QLTY MUN INC14,66214,66201621680.15%+6
INTUIT(INTU)54754703563590.32%+4
LOCKHEED MARTIN CORP(LMT)511505-62322360.21%+3
NUVEEN TAXABLE MUNICPAL INM014,512+14,51202250.20%+225
PROGRESSIVE CORP(PGR)2,6662,66605515540.50%+2
PPL CORP(PPL)7,5007,50002062070.19%+1
LAMAR ADVERTISING CO NEW(LAMR)5,5005,50006576570.59%+1
ROPER TECHNOLOGIES INC(ROP)693690-33893890.35%0
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
5,1894,839-3503643640.33%-1
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
16,32916,301-289489450.85%-3
DANAHER CORPORATION(DHR)5,9695,954-151,4911,4881.34%-3
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
11,65211,565-879018940.80%-7
WASTE MGMT INC DEL(WM)2,6912,646-455745640.51%-9
FLEXSHARES TR
HIG YLD VL ETF
13,07113,07105375280.47%-9
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
1,6831,68303323220.29%-10
JPMORGAN CHASE & CO.(JPM)1,2221,152-702452330.21%-12
AMERICAN TOWER CORP NEW(AMT)03,867+3,86707520.67%+752
CONSTELLATION BRANDS INC(STZ)90490402462330.21%-13
VANGUARD WHITEHALL FDS21,31821,197-1211,4671,4531.30%-14
THERMO FISHER SCIENTIFIC INC(TMO)383373-102232060.19%-16
UBER TECHNOLOGIES INC(UBER)4,5184,523+53483290.30%-19
ABBOTT LABS01,962+1,96202040.18%+204
BOEING CO(BA)01,700+1,70003090.28%+309
MERCK & CO INC(MRK)2,6352,63503483260.29%-21
JACOBS SOLUTIONS INC(J)1,5981,59802462230.20%-22
KEYCORP(KEY)15,70015,70002482230.20%-25
PAYCHEX INC(PAYX)05,578+5,57806610.59%+661
VANGUARD INDEX FDS3,7113,715+49278990.81%-28
BLACKROCK INC(BLK)61761705144860.44%-29
NETFLIX INC(NFLX)1,078927-1516556260.56%-29
STRYKER CORPORATION(SYK)1,4641,454-105244950.44%-29
METLIFE INC(MET)7,6257,62505655350.48%-30
VANGUARD INDEX FDS18,45018,539+893,0052,9742.67%-31
HOME DEPOT INC(HD)701691-102692380.21%-31
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