Fund HoldingsKuhn & Co Investment Counsel

Total Portfolio Value
$117.60M
Total Bought
$8.49M
Total Sold
$6.76M
Net Transaction
+$1.73M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
LAM RESEARCH CORP(LRCX)020,840+20,84001,5051.28%+1,505
BLACKROCK INC(BLK)0618+61806340.54%+634
WELLS FARGO CO NEW(WFC)044,942+44,94203,1572.68%+3,157
INTERNATIONAL BUSINESS MACHS(IBM)02,007+2,00704410.38%+441
AMAZON COM INC(AMZN)012,884+12,88402,8272.40%+2,827
TESLA INC(TSLA)2,7262,72607131,1010.94%+388
VICTORY PORTFOLIOS II
VICT WES U S ETF
27,45435,361+7,9071,0811,4231.21%+341
APPLE INC(AAPL)19,44419,445+14,5304,8694.14%+339
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
015,210+15,21001,1871.01%+1,187
BLACKROCK ETF TRUST II013,745+13,74503110.26%+311
BECTON DICKINSON & CO(BDX)01,332+1,33203020.26%+302
VISA INC(V)6,6206,62001,8202,0921.78%+272
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
104,419104,572+1533,6333,8873.31%+254
GOLDMAN SACHS GROUP INC(GS)2,4062,521+1151,1911,4441.23%+252
ARK ETF TR
INNOVATION ETF
04,000+4,00002270.19%+227
ARK ETF TR
NEXT GNRTN INTER
02,000+2,00002160.18%+216
ONEOK INC NEW(OKE)01,999+1,99902010.17%+201
VANGUARD INDEX FDS09,044+9,04403,7123.16%+3,712
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
019,080+19,08001,1100.94%+1,110
NETFLIX INC(NFLX)93593506638330.71%+170
ALPHABET INC(GOOG)05,548+5,54801,0500.89%+1,050
SALESFORCE INC(CRM)2,4672,46706758250.70%+150
SPDR SER TR
ST STR P500GRW
18,48119,080+5991,5331,6771.43%+144
NVIDIA CORPORATION(NVDA)38,15635,470-2,6864,6344,7634.05%+130
NUVEEN QUALITY MUNCP INCOME(NAD)30,90842,951+12,0433835010.43%+118
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,187+2,18705090.43%+509
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
55,96760,825+4,8582,0392,1451.82%+105
ALPHABET INC(GOOG)04,303+4,30308190.70%+819
FIDELITY COVINGTON TRUST6,2858,616+2,3312603550.30%+95
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
10,68612,554+1,8685446370.54%+92
PIMCO ETF TR
SHTRM MUN BD ACT
9,07710,867+1,7904585420.46%+83
WALMART INC(WMT)8,6348,63406977800.66%+83
SPDR SER TR
ST NUVE HIGH ETF
23,37726,839+3,4626146870.58%+72
CROWDSTRIKE HLDGS INC(CRWD)01,128+1,12803860.33%+386
VANGUARD MUN BD FDS36,44038,439+1,9991,8631,9271.64%+64
HONEYWELL INTL INC(HON)02,675+2,67506040.51%+604
JPMORGAN CHASE & CO.(JPM)1,2751,355+802693250.28%+56
VANGUARD WHITEHALL FDS16,19516,706+5112,0762,1321.81%+55
CORPAY INC(CPAY)1,8001,80005636090.52%+46
VANGUARD INDEX FDS18,49919,301+8023,2293,2682.78%+38
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
13,55914,314+7558699060.77%+37
T-MOBILE US INC(TMUS)2,5862,58605345710.49%+37
PAYCHEX INC(PAYX)5,5785,57807497820.67%+34
BOEING CO(BA)01,650+1,65002920.25%+292
SPDR S&P 500 ETF TR(SPY)2,2452,254+91,2881,3211.12%+33
PIMCO ETF TR
INTER MUN BD ACT
15,38316,383+1,0008158470.72%+33
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
5,3105,422+1124084390.37%+31
FIDELITY COVINGTON TRUST
ENHANCED LARGE
13,72613,72604554850.41%+30
NEW YORK LIFE INVTS ACTIVE E
MACKAY MUN INTER
69,33471,981+2,6471,7061,7281.47%+23
GRAINGER W W INC(GWW)1,0981,09801,1411,1570.98%+17
WATERS CORP(WAT)1,3121,31204724870.41%+15
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
51,05353,722+2,6696866980.59%+12
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
15,30616,149+8437397490.64%+10
XCEL ENERGY INC(XEL)3,1593,15902062130.18%+7
KEYCORP(KEY)15,70015,70002632690.23%+6
SCHWAB STRATEGIC TR9,20428,147+18,9436606670.57%+6
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
1,6871,690+33503550.30%+6
VANGUARD INDEX FDS3,7383,754+169869910.84%+5
INTUIT(INTU)0548+54803440.29%+344
JACOBS SOLUTIONS INC(J)1,5981,59802092140.18%+4
VANGUARD INDEX FDS3,8523,813-399149160.78%+2
ABBOTT LABS1,9621,978+162242240.19%0
CLOROX CO DEL(CLX)2,1922,19203573560.30%-1
STRYKER CORPORATION(SYK)1,4541,45405255240.45%-2
SCHWAB STRATEGIC TR034,488+34,48808300.71%+830
PHILIP MORRIS INTL INC(PM)2,1312,13102592560.22%-2
METLIFE INC(MET)7,6257,62506296240.53%-5
PPL CORP(PPL)7,5007,50002482430.21%-5
CHEVRON CORP NEW(CVX)02,218+2,21803210.27%+321
NUVEEN AMT FREE QLTY MUN INC14,66214,66201761650.14%-10
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
5,4005,40003213110.26%-11
HOME DEPOT INC(HD)69369302812700.23%-11
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
14,17114,17103283150.27%-13
PROCTER AND GAMBLE CO(PG)07,089+7,08901,1881.01%+1,188
WASTE MGMT INC DEL(WM)2,6462,64605495340.45%-15
STARBUCKS CORP(SBUX)4,1444,240+964043870.33%-17
MICROSOFT CORP(MSFT)03,286+3,28601,3851.18%+1,385
FIDELITY MERRIMACK STR TR30,80431,667+8631,4401,4211.21%-19
CONOCOPHILLIPS(COP)03,761+3,76103730.32%+373
NUVEEN TAXABLE MUNICPAL INM14,51214,51202412170.18%-24
ROPER TECHNOLOGIES INC(ROP)67567503763510.30%-25
ACCENTURE PLC IRELAND
SHS CLASS A
6,2056,163-422,1932,1681.84%-25
KIMBERLY-CLARK CORP(KMB)2,2502,25003202950.25%-25
PFIZER INC(PFE)14,56014,800+2404213930.33%-29
CONSTELLATION ENERGY CORP(CEG)1,4331,533+1003733430.29%-30
PINNACLE WEST CAP CORP(PNW)8,5968,59607627290.62%-33
UNILEVER PLC(UL)4,3884,38802852490.21%-36
ECOLAB INC(ECL)1,7501,75004474100.35%-37
PROGRESSIVE CORP(PGR)2,6662,66606776390.54%-38
UNITEDHEALTH GROUP INC(UNH)48348302822440.21%-38
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
017,758+17,75808180.70%+818
FLEXSHARES TR
HIG YLD VL ETF
13,92713,316-6115805420.46%-39
MCCORMICK & CO INC(MKC)7,0097,00905775340.45%-42
META PLATFORMS INC(META)1,2021,102-1006886450.55%-43
DUKE ENERGY CORP NEW(DUK)5,6765,67606546120.52%-43
COCA COLA CO(KO)4,8254,828+33473010.26%-46
GENUINE PARTS CO(GPC)2,0432,04302852390.20%-47
EXXON MOBIL CORP5,6485,713+656626150.52%-48
LOCKHEED MARTIN CORP(LMT)50550502952450.21%-50
LAMAR ADVERTISING CO NEW(LAMR)5,5005,50007356700.57%-65
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