Fund HoldingsL.M. KOHN & COMPANY

Total Portfolio Value
$355.87M
Total Bought
$355.87M
Total Sold
$313.29M
Net Transaction
+$42.58M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
APPLE INC COM(AAPL)0187,406+187,406032,1369.03%+32,136
GERMAN AMERN BANCORP INC COM(GABC)0491,808+491,808017,0364.79%+17,036
AMAZON COM INC COM(AMZN)091,133+91,133016,4394.62%+16,439
NVIDIA CORPORATION COM(NVDA)018,014+18,014016,2774.57%+16,277
COSTCO WHSL CORP NEW COM(COST)015,823+15,823011,5933.26%+11,593
MICROSOFT CORP COM(MSFT)027,430+27,430011,5403.24%+11,540
SPDR S&P 500 ETF TR TR UNIT(SPY)019,309+19,309010,1002.84%+10,100
SPDR SER TR BLOOMBERG 1-3 MO
ST STR BLO 1 ETF
098,921+98,92109,0812.55%+9,081
WISDOMTREE TR FLOATNG RAT TREA(WT)0155,952+155,95207,8432.20%+7,843
ALPHABET INC CAP STK CL A(GOOG)046,696+46,69607,0481.98%+7,048
BERKSHIRE HATHAWAY INC DEL CL B NEW016,360+16,36006,8801.93%+6,880
VISA INC COM CL A(V)018,831+18,83105,2551.48%+5,255
VANGUARD INDEX FDS TOTAL STK MKT019,834+19,83405,1551.45%+5,155
MASTERCARD INCORPORATED CL A(MA)09,716+9,71604,6791.31%+4,679
VANGUARD INDEX FDS S&P 500 ETF SHS09,373+9,37304,5051.27%+4,505
HOME DEPOT INC COM(HD)011,293+11,29304,3321.22%+4,332
JPMORGAN CHASE & CO COM(JPM)017,028+17,02803,4110.96%+3,411
PROCTER AND GAMBLE CO COM(PG)020,330+20,33003,2990.93%+3,299
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV
RISNG DIVD ACHIV
058,346+58,34603,2770.92%+3,277
FIRST TR EXCHNG TRADED FD VI FT VEST FD OF BU
FT LADD BUFF ETF
0112,011+112,01103,1320.88%+3,132
PEPSICO INC COM(PEP)017,387+17,38703,0430.86%+3,043
SALESFORCE INC COM(CRM)08,726+8,72602,6280.74%+2,628
ABBVIE INC COM(ABBV)013,540+13,54002,4660.69%+2,466
UNITEDHEALTH GROUP INC COM(UNH)04,963+4,96302,4550.69%+2,455
ISHARES TR RUSSELL 2000 ETF010,600+10,60002,2290.63%+2,229
EXXON MOBIL CORP COM018,687+18,68702,1720.61%+2,172
FIFTH THIRD BANCORP COM(FITB)058,365+58,36502,1720.61%+2,172
DISNEY WALT CO COM(DIS)017,539+17,53902,1460.60%+2,146
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
S&P500 EQL WGT
012,514+12,51402,1190.60%+2,119
ORACLE CORP COM(ORCL)016,862+16,86202,1180.60%+2,118
FLEXSHARES TR US QUALITY CAP
US QUALITY CAP
035,440+35,44002,0870.59%+2,087
JOHNSON & JOHNSON COM(JNJ)012,828+12,82802,0290.57%+2,029
LOCKHEED MARTIN CORP COM(LMT)04,380+4,38001,9920.56%+1,992
BOOKING HOLDINGS INC COM(BKNG)0530+53001,9230.54%+1,923
UNITED PARCEL SERVICE INC CL B(UPS)012,624+12,62401,8760.53%+1,876
WALMART INC COM(WMT)030,546+30,54601,8380.52%+1,838
SPDR SER TR PRTFLO S&P500 GW
ST STR P500GRW
024,606+24,60601,8000.51%+1,800
ADOBE INC COM(ADBE)03,529+3,52901,7810.50%+1,781
QUALCOMM INC COM(QCOM)010,244+10,24401,7340.49%+1,734
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP(MDY)03,097+3,09701,7230.48%+1,723
BLACKSTONE INC COM(BX)012,984+12,98401,7060.48%+1,706
ELI LILLY & CO COM(LLY)02,192+2,19201,7050.48%+1,705
INVESCO QQQ TR UNIT SER 103,596+3,59601,5970.45%+1,597
SPDR SER TR PRTFLO S&P500 VL
ST STR P500VAL
031,478+31,47801,5770.44%+1,577
CVS HEALTH CORP COM(CVS)019,484+19,48401,5540.44%+1,554
LULULEMON ATHLETICA INC COM(LULU)03,919+3,91901,5310.43%+1,531
SPDR SER TR BBG CONV SEC ETF
ST STR CONV ETF
020,878+20,87801,5250.43%+1,525
VANGUARD SPECIALIZED FUNDS DIV APP ETF08,216+8,21601,5000.42%+1,500
MCDONALDS CORP COM(MCD)05,310+5,31001,4970.42%+1,497
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT028,669+28,66901,4380.40%+1,438
SPDR SER TR PORTFOLIO SH TSR
ST SHO TREAS ETF
049,413+49,41301,4290.40%+1,429
SERVICENOW INC COM(NOW)01,838+1,83801,4010.39%+1,401
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM025,790+25,79001,3640.38%+1,364
DEERE & CO COM(DE)03,268+3,26801,3420.38%+1,342
WD 40 CO COM(WDFC)05,038+5,03801,2760.36%+1,276
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF
DORSEY WRT 5 ETF
021,605+21,60501,2360.35%+1,236
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW
FIRST TR ENH NEW
020,321+20,32101,2120.34%+1,212
UNION PAC CORP COM(UNP)04,776+4,77601,1750.33%+1,175
CHEVRON CORP NEW COM(CVX)07,378+7,37801,1640.33%+1,164
WASTE MGMT INC DEL COM(WM)05,443+5,44301,1600.33%+1,160
ALPHABET INC CAP STK CL C(GOOG)07,576+7,57601,1540.32%+1,154
SELECT SECTOR SPDR TR TECHNOLOGY
ST STR TECHN ETF
05,316+5,31601,1070.31%+1,107
CSX CORP COM(CSX)029,670+29,67001,1000.31%+1,100
SOUTHERN CO COM(SO)015,235+15,23501,0930.31%+1,093
MERCK & CO INC COM(MRK)08,257+8,25701,0900.31%+1,090
ADVANCED MICRO DEVICES INC COM(AMD)05,888+5,88801,0630.30%+1,063
SELECT SECTOR SPDR TR ENERGY
ST STR ENERG ETF
011,210+11,21001,0580.30%+1,058
INVESCO EXCH TRADED FD TR II S&P 500 HB ETF012,025+12,02501,0550.30%+1,055
META PLATFORMS INC CL A(META)02,166+2,16601,0520.30%+1,052
TESLA INC COM(TSLA)05,958+5,95801,0470.29%+1,047
FIRST TR VALUE LINE DIVID IN SHS
SHS
024,675+24,67501,0420.29%+1,042
STRYKER CORPORATION COM(SYK)02,903+2,90301,0390.29%+1,039
ISHARES TR MSCI USA MMENTM
MSCI USA MMENTM
05,452+5,45201,0210.29%+1,021
VALERO ENERGY CORP COM(VLO)05,909+5,90901,0090.28%+1,009
APPLIED MATLS INC COM04,855+4,85501,0010.28%+1,001
ISHARES TR MSCI INDIA ETF
MSCI INDIA ETF
019,219+19,21909920.28%+992
PAYCHEX INC COM(PAYX)08,015+8,01509840.28%+984
GLOBAL X FDS 1-3 MONTH T-BILL038,900+38,90009770.27%+977
SPDR SER TR PORTFLI INTRMDIT
ST INTER ETF
034,647+34,64709760.27%+976
VANGUARD INDEX FDS REAL ESTATE ETF011,284+11,28409760.27%+976
FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID
DJ GLBL DIVID
042,315+42,31509640.27%+964
LEGG MASON ETF INVT FRANKLIN INTL LW
FRANKLIN INTL LW
032,096+32,09609560.27%+956
SELECT SECTOR SPDR TR SBI HEALTHCARE
ST STR CARE ETF
06,452+6,45209530.27%+953
COCA COLA CO COM(KO)015,573+15,57309530.27%+953
PFIZER INC COM(PFE)033,478+33,47809290.26%+929
FLEXSHARES TR MORNSTAR UPSTR
MORNSTAR UPSTR
022,248+22,24809140.26%+914
NEXTERA ENERGY INC COM(NEE)013,770+13,77008800.25%+880
SELECT SECTOR SPDR TR SBI CONS STPLS
ST STR STAPL ETF
011,395+11,39508700.24%+870
BLACKROCK INC COM(BLK)01,026+1,02608560.24%+856
NIKE INC CL B(NKE)09,092+9,09208540.24%+854
PARKER-HANNIFIN CORP COM(PH)01,533+1,53308520.24%+852
LOWES COS INC COM(LOW)03,324+3,32408470.24%+847
UBER TECHNOLOGIES INC COM(UBER)010,892+10,89208390.24%+839
REALTY INCOME CORP COM(O)015,484+15,48408380.24%+838
VANGUARD WORLD FD MEGA GRWTH IND02,809+2,80908050.23%+805
SPDR DOW JONES INDL AVERAGE UT SER 1(DIA)02,019+2,01908030.23%+803
VERIZON COMMUNICATIONS INC COM(VZ)018,906+18,90607930.22%+793
SELECT SECTOR SPDR TR SBI INT-UTILS
ST STR UTIL ETF
012,026+12,02607890.22%+789
ISHARES TR CORE S&P SCP ETF07,078+7,07807820.22%+782
PNC FINL SVCS GROUP INC COM(PNC)04,819+4,81907790.22%+779
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