Fund HoldingsL.M. KOHN & COMPANY

Total Portfolio Value
$369.34M
Total Bought
$75.48M
Total Sold
$79.97M
Net Transaction
-$4.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
0102,999+102,99909,4532.56%+9,453
NVIDIA CORP(NVDA)18,014182,019+164,00516,27722,4876.09%+6,210
WISDOMTREE TRUST(WT)0109,020+109,02005,4851.49%+5,485
VANGUARD INDEX FUNDS019,930+19,93005,3311.44%+5,331
APPLE INC(AAPL)187,406174,705-12,70132,13636,7969.96%+4,660
FIRST TR EXCHANGE TRADED FD
FT LADD BUFF ETF
0133,142+133,14203,8831.05%+3,883
INVESCO QQQ TR06,560+6,56003,1430.85%+3,143
COSTCO WHOLESALE CORP-NEW(COST)15,82315,514-30911,59313,1873.57%+1,595
SPDR SERIES TRUST
ST SHO TREAS ETF
050,398+50,39801,4550.39%+1,455
SELECT SECTOR SPDR TRUST
ST STR UTIL ETF
021,308+21,30801,4520.39%+1,452
ALPHABET INC(GOOG)46,69646,613-837,0488,4912.30%+1,443
SELECT SECTOR SPDR TRUST
ST STR TECHN ETF
06,243+6,24301,4250.39%+1,425
SPDR SERIES TRUST
ST STR P500VAL
028,631+28,63101,3950.38%+1,395
SPDR S&P 500 ETF TRUST(SPY)19,30921,113+1,80410,10011,4903.11%+1,390
SPDR SERIES TRUST
ST STR P500GRW
016,863+16,86301,3510.37%+1,351
ISHARES TR
MSCI USA MMENTM
05,927+5,92701,1550.31%+1,155
AMAZON.COM INC(AMZN)91,13390,546-58716,43917,4984.74%+1,059
SELECT SECTOR SPDR TRUST
ST STR CARE ETF
06,519+6,51909500.26%+950
GLOBAL X FUNDS
1 3 MO T BI ET
09,350+9,35009390.25%+939
SELECT SECTOR SPDR TRUST
ST STR ENERG ETF
09,771+9,77108910.24%+891
SPDR SERIES TRUST
ST STR PR SP1500
012,741+12,74108690.24%+869
SPDR SERIES TRUST
ST INTER ETF
030,092+30,09208430.23%+843
FIRST TR EXCHANGE TRADED FD
FT VEST DEEP ETF
033,010+33,01008030.22%+803
WISDOMTREE TR(WT)016,334+16,33407890.21%+789
WISDOMTREE TR(WT)017,300+17,30007820.21%+782
INVESCO EXCHANGE TRADED FD TR12,02530,006+17,9811,0551,7810.48%+726
ISHARES TRUST
MSCI USA QLT FCT
04,242+4,24207240.20%+724
VANGUARD SCOTTSDALE FUNDS
SHORT TERM TREAS
011,848+11,84806870.19%+687
FIRST TR EXCHANGE TRADED FD
SMITH OPPORT FXD
015,262+15,26206570.18%+657
WISDOMTREE BLOOMBERG U S(WT)022,869+22,86906200.17%+620
SPDR SERIES TRUST
ST STR P500ETF
09,476+9,47606060.16%+606
WISDOMTREE TRUST(WT)013,420+13,42006020.16%+602
SPDR SERIES TRUST
ST STR SP500DIV
014,861+14,86105980.16%+598
SELECT SECTOR SPDR TRUST
ST STR FINL ETF
014,482+14,48205950.16%+595
ISHARES TRUST06,030+6,03005650.15%+565
ISHARES U S ETF TR08,927+8,92705460.15%+546
FIRST TR EXCHANGE TRADED FD VI
NASDQ SEMCNDTR
05,210+5,21005200.14%+520
DECKERS OUTDOOR CORPORATION(DECK)0508+50804920.13%+492
VANGUARD INTL EQUITY INDEX FD07,286+7,28604860.13%+486
ELI LILLY & CO(LLY)2,1922,402+2101,7052,1750.59%+469
ISHARES TR
MSCI INDIA ETF
19,21925,629+6,4109921,4300.39%+438
SELECT SECTOR SPDR FUND
ST STR DISCR ETF
02,375+2,37504330.12%+433
META PLATFORMS INC(META)2,1662,936+7701,0521,4810.40%+429
FIRST TRUST EXCHANGE TRADED
NASDAQ CYB ETF
014,059+14,05907930.21%+793
LOWES COMPANIES INC(LOW)3,3245,671+2,3478471,2500.34%+403
ISHARES TRUST04,899+4,89904000.11%+400
SPDR SERIES TRUST
ST LON TREAS ETF
014,206+14,20603870.10%+387
WISDOMTREE TRUST(WT)07,977+7,97703640.10%+364
ISHARES SILVER SHARES(SLV)013,644+13,64403630.10%+363
United States Copper Index Etf(CPER)013,317+13,31703620.10%+362
ORACLE CORPORATION(ORCL)16,86217,559+6972,1182,4790.67%+361
VANGUARD S&P 500 ETF9,3739,719+3464,5054,8611.32%+356
ISHARES TRUST011,131+11,13103510.10%+351
GERMAN AMERICAN BANCORP INC(GABC)491,808491,808017,03617,3854.71%+349
SPDR SERIES TRUST
ST STR NUVEE ETF
07,622+7,62203490.09%+349
GLOBAL X FDS
CLEAN WTR ETF
020,300+20,30003440.09%+344
FIRST TR EXCHANGE TRADED
EMERG MKT ALPH
014,283+14,28303420.09%+342
Spdr Index Shs Fds S&p Global Infrastructure Etf
ST STR INFRA ETF
06,228+6,22803400.09%+340
VANGUARD TOTAL BOND MARKET ETF04,683+4,68303370.09%+337
FIRST TRUST EXCHANGE TRADED
ALERIAN US NXTGN
05,540+5,54003340.09%+334
FIRST TRUST GLOBAL TACTICAL
FST TR GLB FD
045,796+45,79601,0950.30%+1,095
FIRST TR EXCHANGE TRADED FD II
UTILITIES ALPH
09,802+9,80203240.09%+324
INVESCO EXCHANGE TRADEDFD
INVESCO PHLX SM
07,325+7,32503160.09%+316
SPDR SERIES TRUST
ST STR RATE ETF
09,967+9,96703070.08%+307
PACER FUNDS TRUST
LUNT LRGCP MULTI
06,200+6,20003020.08%+302
MURPHY USA INC(MUSA)0623+62302920.08%+292
MICROSOFT CORP(MSFT)27,43026,426-1,00411,54011,8113.20%+271
BROADCOM INC(AVGO)0591+59109480.26%+948
ENERGY TRANSFER LP(ET)015,694+15,69402550.07%+255
FIRST TR EXCHANGE TRADED FD
FT ENER INCO ETF
013,481+13,48102500.07%+250
J P MORGAN EXCHANGE TRADED
EQUITY PREMIUM
04,397+4,39702490.07%+249
GLOBAL X FUNDS
ARTIFICIAL ETF
06,948+6,94802480.07%+248
VANGUARD SHORT TERM BOND ETF03,168+3,16802430.07%+243
FIRST TRUST EXCHANGE TRADED
WTR ETF
02,383+2,38302380.06%+238
SPDR SER TR
ST STR SP BIOT
02,547+2,54702360.06%+236
Expeditors International Of Washington Inc Class A Common Stock(EXPD)01,841+1,84102300.06%+230
JPMORGAN CHASE & CO(JPM)17,02817,963+9353,4113,6330.98%+222
GLOBAL X FDS
GLBL X MLP ETF
04,545+4,54502200.06%+220
REGENERON PHARMACEUTICALS INC(REGN)0206+20602170.06%+217
SPDR SERIES TRUST
STATE STRET SPDR
011,689+11,68902160.06%+216
FIRST TRUST EXCHANGE TRADED
VEST U S EQUITY
07,000+7,00002110.06%+211
FIRST TRUST NASDAQ-10001,053+1,05302080.06%+208
BOOKING HOLDINGS INC(BKNG)530537+71,9232,1270.58%+205
APPLIED MATERIALS INC4,8555,103+2481,0011,2040.33%+203
ADOBE INC(ADBE)3,5293,567+381,7811,9820.54%+201
ALPHABET INC(GOOG)7,5767,374-2021,1541,3530.37%+199
PARKER HANNIFIN CORP(PH)1,5332,063+5308521,0430.28%+191
FLEXSHARES
US QUALITY CAP
35,44036,823+1,3832,0872,2650.61%+179
SOUTHERN CO(SO)15,23516,206+9711,0931,2570.34%+164
PALO ALTO NETWORKS INC(PANW)01,898+1,89806430.17%+643
FIRST TR EXCHANGE TRADED FD IV
FIRST TR ENH NEW
20,32122,981+2,6601,2121,3700.37%+158
MERCK & CO INC(MRK)8,25710,019+1,7621,0901,2400.34%+151
WALMART INC(WMT)30,54629,191-1,3551,8381,9770.54%+139
NEXTERA ENERGY INC(NEE)13,77014,309+5398801,0130.27%+133
FIRST TR STOXX EUROPEAN SELECT
COMMON SHS
010,980+10,98001290.03%+129
GABELLI CONVERTIBLE AND INCOME032,875+32,87501200.03%+120
CHIPOTLE MEXICAN GRILL INC(CMG)012,350+12,35007740.21%+774
PROCTER & GAMBLE CO(PG)20,33020,571+2413,2993,3930.92%+94
CATERPILLAR INC(CAT)02,441+2,44108130.22%+813
CROWDSTRIKE HOLDINGS INC(CRWD)0816+81603130.08%+313
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