Fund HoldingsKuhn & Co Investment Counsel

Total Portfolio Value
$132.31M
Total Bought
$13.96M
Total Sold
$5.84M
Net Transaction
+$8.12M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
0122,740+122,74004,9893.77%+4,989
NVIDIA CORPORATION(NVDA)029,450+29,45004,6533.52%+4,653
MCDONALDS CORP(MCD)1,4434,896+3,4534511,4301.08%+980
VANGUARD INDEX FDS09,907+9,90704,3433.28%+4,343
SPDR SERIES TRUST
ST NUVE HIGH ETF
032,685+32,68508100.61%+810
VANGUARD INDEX FDS20,81024,409+3,5993,5954,3143.26%+719
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
67,67777,242+9,5652,4123,0502.31%+638
SPDR SERIES TRUST
ST STR P500GRW
20,69524,046+3,3511,6632,2921.73%+629
SCHWAB STRATEGIC TR127,113128,459+1,3464,5945,1413.89%+547
FIDELITY COVINGTON TRUST12,79123,974+11,1835019940.75%+493
LAM RESEARCH CORP(LRCX)019,191+19,19101,8681.41%+1,868
META PLATFORMS INC(META)1,1041,480+3766361,0920.83%+456
VICTORY PORTFOLIOS II
VICT WES U S ETF
46,58852,078+5,4901,8092,2451.70%+436
VANGUARD BD INDEX FDS05,363+5,36304150.31%+415
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
16,98230,021+13,0394168140.62%+399
MICROSOFT CORP(MSFT)03,280+3,28001,6311.23%+1,631
GOLDMAN SACHS GROUP INC(GS)02,484+2,48401,7581.33%+1,758
AMAZON COM INC(AMZN)012,902+12,90202,8312.14%+2,831
WELLS FARGO CO NEW(WFC)45,00344,942-613,2313,6012.72%+370
ARK ETF TR
NEXT GNRTN INTER
02,000+2,00002950.22%+295
ARK ETF TR
INNOVATION ETF
04,000+4,00002810.21%+281
KINDER MORGAN INC DEL(KMI)09,256+9,25602720.21%+272
SCHWAB STRATEGIC TR28,71338,161+9,4486789360.71%+259
MICROCHIP TECHNOLOGY INC.(MCHP)011,000+11,00007740.59%+774
FIRST BUSEY CORP(BUSE)010,018+10,01802290.17%+229
BERKSHIRE HATHAWAY INC DEL0448+44802180.16%+218
VANGUARD MUN BD FDS40,72045,487+4,7672,0212,2301.69%+210
3M CO(MMM)01,355+1,35502060.16%+206
AMERICAN CENTY ETF TR6,1038,316+2,2133675700.43%+203
ANALOG DEVICES INC(ADI)0843+84302010.15%+201
CONSTELLATION ENERGY CORP(CEG)1,5331,53303094950.37%+186
SPDR S&P 500 ETF TR(SPY)2,5402,566+261,4211,5851.20%+164
TESLA INC(TSLA)02,745+2,74508720.66%+872
VANGUARD WHITEHALL FDS21,16721,233+661,5601,7011.29%+141
VANGUARD INDEX FDS04,043+4,04309580.72%+958
RTX CORPORATION(RTX)9,3539,310-431,2391,3591.03%+121
JPMORGAN CHASE & CO.(JPM)2,8372,796-416968110.61%+115
ALPHABET INC(GOOG)05,536+5,53609760.74%+976
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,144+2,14405430.41%+543
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
62,80573,824+11,0198569630.73%+107
FIDELITY COVINGTON TRUST
ENHANCED LARGE
14,94215,372+4304715690.43%+99
PHILLIPS 66(PSX)3,9684,903+9354905850.44%+95
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
20,39621,934+1,5381,1971,2890.97%+92
UBER TECHNOLOGIES INC(UBER)4,5084,498-103284200.32%+91
ALPHABET INC(GOOG)04,303+4,30307630.58%+763
INTUIT(INTU)52052003194100.31%+90
INTERNATIONAL BUSINESS MACHS(IBM)2,0071,992-154995870.44%+88
WALMART INC(WMT)8,6348,63407588440.64%+86
AMERESCO INC025,650+25,65003900.29%+390
VANGUARD INDEX FDS3,7543,75409711,0500.79%+80
VANGUARD WHITEHALL FDS16,77716,732-452,1642,2311.69%+67
NUVEEN QUALITY MUNCP INCOME(NAD)50,32457,212+6,8885806460.49%+66
BOEING CO(BA)1,6501,654+42813470.26%+65
BLACKROCK INC(BLK)0618+61806480.49%+648
NEW YORK LIFE INVTS ACTIVE E
MACKAY MUN INTER
74,28077,193+2,9131,7801,8411.39%+61
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
04,808+4,80804140.31%+414
GRAINGER W W INC(GWW)01,098+1,09801,1420.86%+1,142
INVESCO QQQ TR431466+352022570.19%+55
CISCO SYS INC(CSCO)7,1707,17004424970.38%+55
HONEYWELL INTL INC(HON)02,658+2,65806190.47%+619
NETFLIX INC(NFLX)935689-2468729230.70%+51
PHILIP MORRIS INTL INC(PM)2,1312,13103383880.29%+50
PIMCO ETF TR
INTER MUN BD ACT
18,47419,500+1,0269521,0020.76%+49
PIMCO ETF TR
SHTRM MUN BD ACT
13,60314,495+8926807270.55%+47
LAMAR ADVERTISING CO NEW(LAMR)05,500+5,50006670.50%+667
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
01,690+1,69003520.27%+352
BLACKROCK ETF TRUST II14,17015,972+1,8023213560.27%+35
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
15,71016,371+6617998340.63%+35
STRYKER CORPORATION(SYK)1,4541,45405415750.43%+34
ECOLAB INC(ECL)1,7501,752+24444720.36%+28
VISA INC(V)6,0966,09602,1362,1641.64%+28
HCA HEALTHCARE INC(HCA)593596+32052280.17%+23
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
16,99017,117+1271,3411,3611.03%+20
AMERICAN TOWER CORP NEW(AMT)3,8673,86708418550.65%+13
LINDE PLC(LIN)4,2884,283-51,9972,0091.52%+13
SALESFORCE INC(CRM)02,467+2,46706730.51%+673
WISDOMTREE TR(WT)2,7252,72502162240.17%+8
ABBOTT LABS1,9781,983+52622700.20%+7
UNILEVER PLC(UL)4,3884,38802612680.20%+7
ADOBE INC(ADBE)01,800+1,80006960.53%+696
GENUINE PARTS CO(GPC)2,0432,04302432480.19%+4
NOVO-NORDISK A S(NVO)03,970+3,97002740.21%+274
FIDELITY MERRIMACK STR TR39,12539,12501,7861,7901.35%+4
CROWDSTRIKE HLDGS INC(CRWD)1,146801-3454044080.31%+4
SCHWAB STRATEGIC TR32,66332,664+17957960.60%+1
METLIFE INC(MET)7,6257,62506126130.46%+1
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
17,77017,77008368360.63%0
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
15,66315,66307357340.56%-1
HOME DEPOT INC(HD)693691-22542530.19%-1
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
5,4005,40003093070.23%-2
NUVEEN TAXABLE MUNICPAL INM14,51214,51202322300.17%-3
SOUTHERN CO(SO)10,99910,975-241,0111,0080.76%-4
COCA COLA CO(KO)4,8284,829+13463420.26%-4
NUVEEN AMT FREE QLTY MUN INC16,88216,88201891840.14%-5
WASTE MGMT INC DEL(WM)2,6462,64606136050.46%-7
NORTHROP GRUMMAN CORP(NOC)85085004354250.32%-10
ROPER TECHNOLOGIES INC(ROP)67567503983830.29%-15
PFIZER INC(PFE)14,80014,80003753590.27%-16
GALLAGHER ARTHUR J & CO(AJG)68668602372200.17%-17
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,8331,823-102682460.19%-22
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